US · Energy · Oil & Gas Integrated
EPS came in at 3.52 against a street estimate of 3.68 — a miss of 4.3%.
Analysts rate Exxon Mobil Corp a buy (9 buy, 16 hold, 0 sell out of 25) with an average price target of $175.41.
CONFIDENT ExxonMobil posted $14.5B earnings despite 10% upstream disruption from Middle East conflict. Guyana desaturated 2 years early; Permian hit 1.8M BOE/d. Energy Products margins surged on refining tightness. Structural cost savings reached $16.3B since 2019. Q2 2026 Middle East conflict reduced upstream ~10%; mitigated by record non-ME production and refining margin strength. Guyana accelerating value per barrel despite lower entitlement volume. Analysts pressed on Guyana volume-vs-value trade-off (resolved: cash inflection beats entitlement decline). Refining cyclicality debated; management confirmed structural mix shift. Competitive advantage criteria repeated for new government deals amid resource boom talk. 2026-07-31…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 8.14% |
| Vanguard Capital Management, LLC | 6.58% |
| State Street Corp | 5.03% |
| FMR Inc | 3.35% |
| Vanguard Portfolio Management, LLC | 2.84% |
| Geode Capital Management, LLC | 2.39% |
| Morgan Stanley - Brokerage Accounts | 1.78% |
| JPMorgan Chase & Co | 1.57% |
| Document | Date |
|---|---|
| Reg FD disclosure · Q4 2026 HEADLINE NUMBERS • The October 16, 2026 Form 8-K provides ExxonMobil’s “3Q26 Market and Planned Impacts to Earnings” as Exhibit 99.1. • The filing i | 2026-10-16 |
| Company announcement · Q3 2026 EXXONMOBIL HOLDINGS CORPORATION - 8-K SUMMARY HEADLINE NUMBERS • ExxonMobil issued $185,883,000 in Floating Rate Notes due 2076 • Notes are fully an | 2026-09-25 |
| Company announcement · Q3 2026 EXXONMOBIL HOLDINGS CORPORATION - 8-K SUMMARY HEADLINE NUMBERS • Redemption Date: September 27, 2026 • Notes Being Redeemed: Three series of XTO Ene | 2026-08-28 |
| Quarterly report · Q2 2026 EXXONMOBIL CORPORATION - FORM 10-Q SUMMARY FOR QUARTER ENDED JUNE 30, 2026 --- HEADLINE NUMBERS • Net income attributable to ExxonMobil: $14,525 mi | 2026-08-03 |
| Results announced · Q3 2026 2Q26 INVESTOR RELATIONS DATA SUMMARY HEADLINE NUMBERS • 2Q26 Net Income: $14.525 billion (attributable to ExxonMobil), up 105% from $7.082 billion i | 2026-07-31 |
| Reg FD disclosure · Q3 2026 EXXONMOBIL HOLDINGS CORPORATION – FORM 8-K SUMMARY HEADLINE NUMBERS • Filing Date: July 7, 2026 • Document Type: Form 8-K (Current Report) – regulat | 2026-07-07 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $1.03 / share ex-date Aug 17, 2026 · pay Sep 10, 2026 | 2026-08-17 |
| Dividend | $1.03 / share ex-date May 15, 2026 · pay Jun 10, 2026 | 2026-05-15 |
| Dividend | $1.03 / share ex-date Feb 12, 2026 · pay Mar 10, 2026 | 2026-02-12 |
| Dividend | $1.03 / share ex-date Nov 14, 2025 · pay Dec 10, 2025 | 2025-11-14 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-18.