New York State Teachers Retirement System Sells 81,611 Shares of Exxon Mobil Corporation $XOM

New York State Teachers Retirement System lessened its holdings in shares of Exxon Mobil Corporation (NYSE:XOM) by 2.2% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 3,580,220 shares of the oil and gas company’s stock after selling 81,611 shares during the period. Exxon Mobil comprises approximately 0.8% of New York State Teachers Retirement System’s holdings, making the stock its 15th largest holding. New York State Teachers Retirement System owned about 0.08% of Exxon Mobil worth $403,670,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of XOM. Vanguard Group Inc. raised its holdings in shares of Exxon Mobil by 0.3% during the second quarter. Vanguard Group Inc. now owns 431,058,875 shares of the oil and gas company’s stock valued at $46,468,147,000 after acquiring an additional 1,111,231 shares in the last quarter. Geode Capital Management LLC boosted its holdings in Exxon Mobil by 0.4% in the second quarter. Geode Capital Management LLC now owns 96,307,931 shares of the oil and gas company’s stock valued at $10,345,132,000 after acquiring an additional 342,967 shares in the last quarter. Norges Bank purchased a new position in Exxon Mobil during the 2nd quarter valued at $6,163,719,000. Bank of New York Mellon Corp raised its holdings in Exxon Mobil by 2.8% in the 2nd quarter. Bank of New York Mellon Corp now owns 46,598,313 shares of the oil and gas company’s stock worth $5,023,298,000 after purchasing an additional 1,274,860 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. lifted its position in shares of Exxon Mobil by 3.5% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 33,500,304 shares of the oil and gas company’s stock worth $3,611,553,000 after purchasing an additional 1,126,912 shares during the period. Institutional investors own 61.80% of the company’s stock.

Key Exxon Mobil News

Here are the key news stories impacting Exxon Mobil this week:

• Positive Sentiment: Investors pushed XOM to a new high today as the stock rallied on energy-sector strength and headlines suggesting the CEO’s blunt comments on Venezuela may have aligned with a tougher U.S. policy stance, which some traders view as supportive for domestic producers. Exxon Mobil’s stock hits a new high
• Positive Sentiment: Oil price strength (crude back above $60) and articles pushing large-cap, high-yield energy names have supported XOM’s rally, reinforcing income-seeking flows into major integrated producers. Oil Is Surging Over $60
• Positive Sentiment: Analyst model updates have been modestly supportive—Zacks raised earnings estimates recently—helping sentiment vs. outright sell-side downgrades. Zacks Research Raises Earnings Estimates for Exxon Mobil
• Neutral Sentiment: ExxonMobil scheduled its Q4 2025 earnings release for Jan. 30; management will provide commentary and guidance that could swing the stock. That date is now a focal point for traders. ExxonMobil to Release Fourth Quarter 2025 Financial Results
• Neutral Sentiment: Despite public friction with the White House, Reuters reports Exxon remains interested in a Venezuela assessment visit—signaling management is still exploring opportunities even as political risk is elevated. Exxon Mobil still interested in Venezuela visit
• Negative Sentiment: President Trump signaled he’s “inclined” to exclude Exxon from Venezuela opportunities after CEO Darren Woods called Venezuela “uninvestable.” That political risk—possible loss of large upstream upside or preferential access—is a key downside narrative for the stock. Trump Threatens To Block ExxonMobil From Venezuela Investments
• Negative Sentiment: Exxon warned of lower Q4 earnings tied to weaker crude prices, adding a near-term earnings headwind ahead of the Jan. 30 release—this is a concrete fundamental drag that could limit near-term upside. Exxon Mobil (XOM) Forecasts Lower Q4 Earnings

Analyst Ratings Changes

Several brokerages recently issued reports on XOM. Piper Sandler reduced their price target on shares of Exxon Mobil from $144.00 to $142.00 and set an “overweight” rating on the stock in a research report on Thursday, January 8th. Cowen reaffirmed a “buy” rating on shares of Exxon Mobil in a research report on Friday, December 12th. Scotiabank reiterated an “outperform” rating on shares of Exxon Mobil in a report on Monday, November 3rd. Barclays lowered their target price on Exxon Mobil from $127.00 to $126.00 and set an “overweight” rating for the company in a research note on Tuesday, October 7th. Finally, Bank of America dropped their price target on Exxon Mobil from $119.00 to $118.00 and set a “neutral” rating on the stock in a research report on Thursday, December 11th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $130.25.

Insider Transactions at Exxon Mobil

In related news, VP Darrin L. Talley sold 3,000 shares of the company’s stock in a transaction dated Wednesday, December 17th. The shares were sold at an average price of $117.19, for a total value of $351,570.00. Following the transaction, the vice president owned 28,584 shares in the company, valued at $3,349,758.96. The trade was a 9.50% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.03% of the stock is currently owned by insiders.

Exxon Mobil Price Performance

XOM stock opened at $126.47 on Wednesday. The company has a debt-to-equity ratio of 0.12, a quick ratio of 0.79 and a current ratio of 1.14. The firm has a 50 day moving average price of $118.50 and a 200-day moving average price of $114.17. Exxon Mobil Corporation has a 52-week low of $97.80 and a 52-week high of $127.14. The firm has a market capitalization of $533.35 billion, a price-to-earnings ratio of 18.38, a PEG ratio of 7.73 and a beta of 0.37.

Exxon Mobil (NYSE:XOM) last posted its quarterly earnings results on Friday, October 31st. The oil and gas company reported $1.88 earnings per share for the quarter, topping the consensus estimate of $1.72 by $0.16. The company had revenue of $83.33 billion for the quarter, compared to the consensus estimate of $83.09 billion. Exxon Mobil had a return on equity of 11.22% and a net margin of 8.99%.The firm’s quarterly revenue was down 5.2% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.92 EPS. Equities research analysts forecast that Exxon Mobil Corporation will post 7.43 EPS for the current fiscal year.

Exxon Mobil Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, December 10th. Stockholders of record on Friday, November 14th were given a $1.03 dividend. The ex-dividend date of this dividend was Friday, November 14th. This represents a $4.12 annualized dividend and a dividend yield of 3.3%. This is a boost from Exxon Mobil’s previous quarterly dividend of $0.99. Exxon Mobil’s payout ratio is presently 59.88%.

Exxon Mobil Company Profile

Exxon Mobil Corporation (NYSE: XOM) is an integrated oil and gas company engaged in the exploration, production, refining, distribution and marketing of petroleum products and the manufacture and sale of petrochemicals. Its operations span the full energy value chain, including upstream exploration and development of crude oil and natural gas; midstream transportation and storage; and downstream refining, product distribution and retail. The company also produces a broad range of chemical products for industrial and consumer applications.

ExxonMobil markets fuels and lubricants under well-known brands such as Exxon, Mobil and Esso, and its Mobil 1 motor oil is a prominent consumer product.