Exxon Mobil (NYSE:XOM) Releases Quarterly Earnings Results, Beats Expectations By $0.08 EPS

30 Jan 2026, 12:50 by Renee Jackson · The Cerbat Gem

Exxon Mobil (NYSE:XOM – Get Free Report) posted its earnings results on Friday. The oil and gas company reported $1.71 EPS for the quarter, topping analysts’ consensus estimates of $1.63 by $0.08, FiscalAI reports. Exxon Mobil had a net margin of 8.99% and a return on equity of 11.22%. During the same quarter in the previous year, the company earned $1.67 EPS. The company’s quarterly revenue was down 1.3% on a year-over-year basis.

Here are the key takeaways from Exxon Mobil’s conference call:

ExxonMobil reported strong operational delivery in 2025 — upstream production averaged 4.7 million boe/d, unit earnings were more than double 2019 on a constant price basis, and the company completed all 10 key 2025 projects.
Core growth engines are scaling — Guyana’s Yellowtail pushed gross Q4 output to ~875,000 b/d and four FPSOs are producing ~100,000 b/d above basis, while the Permian hit a Q4 record of 1.8 million boe/d and Exxon expects Permian volumes to exceed 2.5 million boe/d beyond 2030 via technology deployment.
Financial discipline is driving shareholder returns — Exxon completed $20 billion in repurchases in 2025, has returned ~$150 billion in distributions over five years, and cites $15 billion of structural cost savings to date, supporting industry‑leading ROCE and cash flow flexibility.
Low‑carbon and materials technologies are advancing but remain medium/long‑term — Proxima products and advanced battery anode graphite show promising performance and Exxon cites ~9 million t/yr of CCS capacity/contracts, though commercialization and scale will take time.
Near‑term margin and geopolitical risks persist — base chemicals margins remain pressured by added supply despite solid demand, and expansion into additional acreage (e.g., force‑majeure areas, Venezuela, Libya, Iraq) depends on legal rulings, fiscal terms, and geopolitical developments.

Exxon Mobil Stock Performance

Shares of XOM stock traded down $2.14 during trading hours on Friday, reaching $138.37. The stock had a trading volume of 10,409,300 shares, compared to its average volume of 19,190,043. The firm has a market capitalization of $583.51 billion, a PE ratio of 20.11, a price-to-earnings-growth ratio of 14.53 and a beta of 0.37. The firm has a 50-day simple moving average of $122.31 and a 200-day simple moving average of $115.91. Exxon Mobil has a twelve month low of $97.80 and a twelve month high of $142.34. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.14 and a quick ratio of 0.79.

Insider Buying and Selling at Exxon Mobil

In other news, VP Darrin L. Talley sold 3,000 shares of the business’s stock in a transaction that occurred on Wednesday, December 17th. The stock was sold at an average price of $117.19, for a total transaction of $351,570.00. Following the completion of the transaction, the vice president directly owned 28,584 shares in the company, valued at approximately $3,349,758.96. The trade was a 9.50% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Company insiders own 0.03% of the company’s stock.

Institutional Trading of Exxon Mobil

Several hedge funds have recently added to or reduced their stakes in XOM. Chapman Financial Group LLC bought a new stake in shares of Exxon Mobil during the second quarter valued at about $65,000. Wealth Watch Advisors INC acquired a new position in Exxon Mobil during the 3rd quarter valued at about $72,000. Darwin Wealth Management LLC bought a new stake in shares of Exxon Mobil during the 2nd quarter worth about $95,000. Quarry LP acquired a new stake in shares of Exxon Mobil in the 3rd quarter worth approximately $103,000. Finally, Harvest Fund Management Co. Ltd boosted its holdings in shares of Exxon Mobil by 12.9% in the third quarter. Harvest Fund Management Co. Ltd now owns 1,253 shares of the oil and gas company’s stock valued at $138,000 after acquiring an additional 143 shares in the last quarter. Institutional investors own 61.80% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts have recently issued reports on the company. TD Cowen reaffirmed a “buy” rating on shares of Exxon Mobil in a research report on Monday. Barclays lifted their price objective on Exxon Mobil from $130.00 to $140.00 and gave the stock an “overweight” rating in a report on Wednesday, January 21st. Weiss Ratings reissued a “hold (c)” rating on shares of Exxon Mobil in a report on Monday, December 29th. Scotiabank restated an “outperform” rating on shares of Exxon Mobil in a research note on Friday, January 16th. Finally, Citigroup increased their price target on shares of Exxon Mobil from $115.00 to $118.00 and gave the stock a “neutral” rating in a research report on Wednesday, December 10th. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Exxon Mobil has an average rating of “Moderate Buy” and a consensus price target of $132.74.

Check Out Our Latest Stock Report on XOM

Trending Headlines about Exxon Mobil

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

Positive Sentiment: Q4 earnings beat — Exxon reported adjusted EPS of $1.71, topping consensus and several outlets’ estimates; management cited record/lower-cost production and cost savings that supported margins despite lower oil prices. Exxon Mobil beats profit estimates on record production, cost savings
Positive Sentiment: Strong upstream production and refining resilience — Reports highlight solid output from the Permian and Guyana plus improving refining margins, which helped offset crude-price headwinds. These factors support near-term cash flow and dividends. Exxon Mobil reports strong quarterly profit on solid production at home and abroad
Positive Sentiment: Shareholder-return focus — Company press materials and summaries emphasize strong 2025 cash generation and continued shareholder returns, which can support investor sentiment even as underlying earnings moderate. Exxon Mobil Posts Strong 2025 Results, Highlights Shareholder Returns
Neutral Sentiment: Analyst commentary mixed — Some bullish calls (e.g., Bank of America forecast) coexist with notes that XOM is priced for growth, raising the bar for future beats. This creates two-way volatility. Bank of America Forecasts Strong Price Appreciation for Exxon Mobil (NYSE:XOM) Stock
Negative Sentiment: Macro/headline risk from lower crude — Multiple outlets note that 2025 crude prices fell materially vs. 2024, which reduced full-year profits and pressures upstream earnings despite unit-cost gains. That weighs on expectations for sustained EPS growth. Exxon earnings beat estimates despite low oil prices
Negative Sentiment: Full-year/quarteral declines — BusinessWire and WSJ summaries show 2025 earnings and non-GAAP per-share figures down vs. 2024; revenue fell slightly y/y in Q4, which can temper enthusiasm after the EPS beat. ExxonMobil Announces 2025 Results
Negative Sentiment: Geopolitical/strategy caveats — CEO Darren Woods said Venezuela remains “uninvestable” absent political change, limiting a potential upstream growth avenue and keeping geopolitical risk on the table. Exxon CEO says Venezuela needs to transition to democracy for oil investment to make sense

Exxon Mobil Company Profile

(Get Free Report)

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.