FY2026 EPS Estimates for ExxonMobil Cut by Erste Group Bank

ExxonMobil Corporation (NYSE:XOM) – Investment analysts at Erste Group Bank dropped their FY2026 earnings per share (EPS) estimates for shares of ExxonMobil in a research report issued to clients and investors on Friday, May 15th. Erste Group Bank analyst H. Engel now expects that the oil and gas company will post earnings per share of $10.12 for the year, down from their previous estimate of $10.20. The consensus estimate for ExxonMobil’s current full-year earnings is $11.50 per share.

ExxonMobil (NYSE:XOM) last issued its quarterly earnings results on Friday, May 1st. The oil and gas company reported $1.16 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.98 by $0.18. ExxonMobil had a return on equity of 10.24% and a net margin of 7.57%.The company had revenue of $83.16 billion for the quarter, compared to analyst estimates of $81.13 billion. During the same quarter last year, the company posted $1.76 EPS. The company’s revenue for the quarter was up 2.4% compared to the same quarter last year.

A number of other equities research analysts have also weighed in on the company. HSBC boosted their price objective on ExxonMobil from $135.00 to $158.00 and gave the stock a “hold” rating in a research report on Friday, March 20th. Zacks Research upgraded ExxonMobil from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, April 21st. Piper Sandler reduced their price objective on ExxonMobil from $186.00 to $182.00 and set an “overweight” rating on the stock in a research report on Thursday, April 9th. BMO Capital Markets restated a “market perform” rating and set a $155.00 price objective on shares of ExxonMobil in a research report on Wednesday, February 4th. Finally, UBS Group boosted their price objective on ExxonMobil from $171.00 to $174.00 and gave the stock a “buy” rating in a research report on Monday, May 4th. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and ten have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $163.95.

ExxonMobil Trading Up 1.4%

Shares of XOM opened at $160.20 on Tuesday. ExxonMobil has a 52-week low of $101.18 and a 52-week high of $176.41. The business’s fifty day moving average is $155.23 and its 200-day moving average is $137.92. The company has a debt-to-equity ratio of 0.13, a quick ratio of 0.77 and a current ratio of 1.04. The firm has a market cap of $664.01 billion, a price-to-earnings ratio of 27.01, a PEG ratio of 0.69 and a beta of 0.19.

ExxonMobil Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Shareholders of record on Friday, May 15th will be given a $1.03 dividend. This represents a $4.12 dividend on an annualized basis and a dividend yield of 2.6%. The ex-dividend date is Friday, May 15th. ExxonMobil’s payout ratio is 69.48%.

Insider Activity at ExxonMobil

In other ExxonMobil news, VP Darrin L. Talley sold 1,080 shares of the company’s stock in a transaction dated Monday, March 16th. The stock was sold at an average price of $155.50, for a total value of $167,940.00. Following the sale, the vice president owned 17,124 shares in the company, valued at approximately $2,662,782. The trade was a 5.93% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Company insiders own 0.03% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in the business. Portus Wealth Advisors LLC acquired a new position in shares of ExxonMobil in the 1st quarter valued at about $36,000. Berbice Capital Management LLC acquired a new position in shares of ExxonMobil in the 4th quarter valued at about $26,000. Midwest Capital Advisors LLC acquired a new position in shares of ExxonMobil in the 4th quarter valued at about $27,000. E Fund Management Hong Kong Co. Ltd. lifted its stake in shares of ExxonMobil by 456.1% in the 4th quarter. E Fund Management Hong Kong Co. Ltd. now owns 228 shares of the oil and gas company’s stock valued at $27,000 after purchasing an additional 187 shares during the period. Finally, Atlantic Private Wealth LLC lifted its stake in shares of ExxonMobil by 776.9% in the 1st quarter. Atlantic Private Wealth LLC now owns 228 shares of the oil and gas company’s stock valued at $39,000 after purchasing an additional 202 shares during the period. 61.80% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about ExxonMobil

Here are the key news stories impacting ExxonMobil this week:

• Positive Sentiment: Exxon Mobil is back in focus after a Texas jury cleared it of investor fraud claims, removing a legal overhang and supporting sentiment toward the stock. Exxon Mobil (XOM) Valuation Check As Legal Win And Strong Q1 Meet Rising Crude Prices
• Positive Sentiment: Rising crude prices tied to Middle East tensions are boosting ExxonMobil’s earnings outlook, since higher oil prices can improve upstream profitability and cash flow. Exxon Mobil (XOM) Valuation Check As Legal Win And Strong Q1 Meet Rising Crude Prices
• Positive Sentiment: Analysts noted ExxonMobil’s strong first-quarter performance as another support for the stock, reinforcing confidence in the company’s fundamentals. Exxon Mobil (XOM) Valuation Check As Legal Win And Strong Q1 Meet Rising Crude Prices
• Neutral Sentiment: ExxonMobil is attracting investor attention and screeners/search activity, which signals elevated interest but does not by itself change the fundamentals. Exxon Mobil Corporation (XOM) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Erste Group Bank trimmed its FY2026 EPS estimate for ExxonMobil to $10.12 from $10.20, a modest cut that is still below the broader consensus of $11.50 per share. This may slightly pressure sentiment, but the revision is relatively small. MarketBeat ExxonMobil page
• Negative Sentiment: Proxy adviser criticism over Exxon’s move to Texas could keep governance concerns in the headlines, creating some noise for investors even though the impact is less direct than oil prices or earnings. Opinion | The Proxy Advisers Strike Back

About ExxonMobil

ExxonMobil 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.