First National Bank of Omaha Takes $9.34 Million Position in Exxon Mobil Corporation $XOM

First National Bank of Omaha bought a new position in shares of Exxon Mobil Corporation (NYSE:XOM) during the third quarter, according to its most recent Form 13F filing with the SEC. The fund bought 82,828 shares of the oil and gas company’s stock, valued at approximately $9,339,000.

Other large investors have also added to or reduced their stakes in the company. Norges Bank acquired a new position in shares of Exxon Mobil in the second quarter valued at approximately $6,163,719,000. First Trust Advisors LP boosted its stake in Exxon Mobil by 150.2% in the 2nd quarter. First Trust Advisors LP now owns 7,602,601 shares of the oil and gas company’s stock valued at $819,560,000 after purchasing an additional 4,563,707 shares during the period. Cerity Partners LLC grew its holdings in Exxon Mobil by 200.7% in the 2nd quarter. Cerity Partners LLC now owns 2,014,446 shares of the oil and gas company’s stock valued at $217,162,000 after buying an additional 4,015,099 shares in the last quarter. Laurel Wealth Advisors LLC grew its holdings in Exxon Mobil by 10,809.8% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 3,095,106 shares of the oil and gas company’s stock valued at $333,652,000 after buying an additional 3,066,736 shares in the last quarter. Finally, Bessemer Group Inc. increased its position in Exxon Mobil by 119.4% during the 3rd quarter. Bessemer Group Inc. now owns 2,672,359 shares of the oil and gas company’s stock worth $301,310,000 after buying an additional 1,454,308 shares during the period. Institutional investors own 61.80% of the company’s stock.

Analyst Ratings Changes

XOM has been the topic of several research reports. UBS Group restated a “buy” rating and issued a $171.00 price target on shares of Exxon Mobil in a research note on Monday, February 2nd. Jefferies Financial Group increased their target price on shares of Exxon Mobil from $146.00 to $148.00 and gave the stock a “buy” rating in a research report on Wednesday, December 10th. BMO Capital Markets reiterated a “market perform” rating and issued a $155.00 price target on shares of Exxon Mobil in a research report on Wednesday, February 4th. Piper Sandler reduced their price target on Exxon Mobil from $144.00 to $142.00 and set an “overweight” rating on the stock in a research report on Thursday, January 8th. Finally, Sanford C. Bernstein lowered their price objective on Exxon Mobil from $142.00 to $137.00 and set an “outperform” rating on the stock in a research note on Monday, January 5th. Nine research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $140.59.

Insider Buying and Selling

In related news, VP Darrin L. Talley sold 3,230 shares of the business’s stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $149.18, for a total value of $481,851.40. Following the completion of the sale, the vice president directly owned 20,354 shares of the company’s stock, valued at $3,036,409.72. The trade was a 13.70% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Insiders have sold 14,230 shares of company stock valued at $1,888,421 in the last ninety days. Company insiders own 0.03% of the company’s stock.

Exxon Mobil News Roundup

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

• Positive Sentiment: Exxon says it is accelerating plans to develop natural gas in Guyana, which could meaningfully expand long‑term production, LNG/gas optionality and upstream cash flow if execution stays on schedule. Exxon committed to moving fast to develop gas in Guyana, executive says
• Positive Sentiment: Bernstein reaffirmed its buy rating on XOM, a vote of confidence from a well‑followed house that can support investor sentiment and limit downside from negative news. Bernstein Sticks to Their Buy Rating for Exxon Mobil (XOM)
• Positive Sentiment: Scotiabank expresses a constructive view on Exxon’s FY2026 earnings outlook, suggesting upside to consensus estimates that could support the stock if results/guide beat expectations. Scotiabank Has Positive View of Exxon Mobil FY2026 Earnings
• Neutral Sentiment: Options market activity shows notable positioning around near‑term strikes — indicating hedging and some speculative flows, but not a clear directional trade; could increase short‑term volatility without signaling a sustained move. What the Options Market Tells Us About Exxon Mobil
• Neutral Sentiment: Analyst coverage highlights mixed valuation signals — some metrics point to attractive yield/earnings power while longer‑term return projections look muted, making valuation a split case for new buyers. Assessing Exxon Mobil (XOM) Valuation As Mixed Signals Emerge On Long Term Returns
• Neutral Sentiment: Management access: Exxon will be represented at the Morgan Stanley Energy & Power Conference (March 3). The event could provide fresh guidance or clarification on strategy — a potential catalyst depending on commentary. ExxonMobil to Speak at Morgan Stanley Energy & Power Conference
• Neutral Sentiment: Elevated retail/investor attention (Zacks coverage and media mention) can increase intraday volume and swings, but doesn’t on its own dictate fundamentals. Exxon Mobil Corporation (XOM) is Attracting Investor Attention
• Neutral Sentiment: Broader retail articles on income stocks mention the sector’s appeal; these can support longer‑term investor interest in integrated oil names but are not a direct near‑term catalyst. Want Decades of Passive Income? 3 Stocks to Buy Right Now
• Negative Sentiment: The Federal Court of Australia fined Mobil Oil Australia A$16 million (~$11.3M) for misleading fuel claims — a reputational and modest financial hit that adds regulatory/legal risk in regional markets. Australian court fines Exxon’s local petrol brand $11.3 million for misleading claims
• Negative Sentiment: Street target updates show some analysts trimming price targets (example: ~$140.6 target), which sits below recent trading levels and may cap near‑term upside or contribute to downward pressure. Brokerages Set Exxon Mobil Corporation (NYSE:XOM) Target Price at $140.59

Exxon Mobil Trading Down 1.6%

XOM opened at $146.01 on Wednesday. The company has a debt-to-equity ratio of 0.13, a current ratio of 1.15 and a quick ratio of 0.79. Exxon Mobil Corporation has a fifty-two week low of $97.80 and a fifty-two week high of $156.93. The company’s 50 day moving average price is $130.47 and its two-hundred day moving average price is $119.33. The firm has a market capitalization of $615.75 billion, a price-to-earnings ratio of 21.83, a PEG ratio of 15.40 and a beta of 0.39.

Exxon Mobil (NYSE:XOM) last issued its quarterly earnings data on Friday, January 30th. The oil and gas company reported $1.71 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.63 by $0.08. The company had revenue of $82.31 billion during the quarter, compared to the consensus estimate of $77.98 billion. Exxon Mobil had a return on equity of 11.21% and a net margin of 8.68%.The firm’s revenue was down 1.3% compared to the same quarter last year. During the same period last year, the company earned $1.67 earnings per share. As a group, research analysts predict that Exxon Mobil Corporation will post 7.43 earnings per share for the current year.

Exxon Mobil Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Thursday, February 12th will be paid a dividend of $1.03 per share. The ex-dividend date of this dividend is Thursday, February 12th. This represents a $4.12 annualized dividend and a yield of 2.8%. Exxon Mobil’s dividend payout ratio is currently 61.58%.

About Exxon Mobil

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.