Holistic Planning LLC Buys 199 Shares of Exxon Mobil Co. (NYSE:XOM)

Holistic Planning LLC raised its stake in shares of Exxon Mobil Co. (NYSE:XOM) by 1.1% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 17,798 shares of the oil and gas company’s stock after acquiring an additional 199 shares during the quarter. Exxon Mobil makes up 0.7% of Holistic Planning LLC’s portfolio, making the stock its 29th largest holding. Holistic Planning LLC’s holdings in Exxon Mobil were worth $1,915,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Retirement Wealth Solutions LLC acquired a new position in Exxon Mobil in the fourth quarter worth $46,000. Peterson Financial Group Inc. bought a new position in shares of Exxon Mobil in the third quarter valued at about $51,000. Highline Wealth Partners LLC acquired a new position in Exxon Mobil during the 3rd quarter worth about $54,000. Harbor Capital Advisors Inc. bought a new stake in Exxon Mobil during the 3rd quarter worth about $63,000. Finally, Annapolis Financial Services LLC increased its position in Exxon Mobil by 284.9% in the 3rd quarter. Annapolis Financial Services LLC now owns 766 shares of the oil and gas company’s stock valued at $90,000 after acquiring an additional 567 shares in the last quarter. Institutional investors and hedge funds own 61.80% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on the stock. Morgan Stanley upped their target price on shares of Exxon Mobil from $139.00 to $140.00 in a research report on Friday, January 31st. Wells Fargo & Company decreased their price objective on Exxon Mobil from $136.00 to $135.00 and set an “overweight” rating on the stock in a research report on Monday. Bank of America started coverage on Exxon Mobil in a research report on Thursday, October 17th. They set a “neutral” rating and a $124.00 target price for the company. Truist Financial lifted their price objective on Exxon Mobil from $117.00 to $119.00 and gave the stock a “hold” rating in a research report on Monday, January 13th. Finally, HSBC cut their target price on shares of Exxon Mobil from $125.00 to $123.00 and set a “hold” rating on the stock in a research report on Friday, January 31st. One investment analyst has rated the stock with a sell rating, eight have given a hold rating, eleven have given a buy rating and two have assigned a strong buy rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $129.25.

Insider Buying and Selling at Exxon Mobil

In related news, VP Darrin L. Talley sold 2,100 shares of the stock in a transaction dated Tuesday, February 4th. The stock was sold at an average price of $110.00, for a total transaction of $231,000.00. Following the completion of the transaction, the vice president now directly owns 18,087 shares in the company, valued at approximately $1,989,570. This trade represents a 10.40 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Company insiders own 0.03% of the company’s stock.

Exxon Mobil Stock Down 1.4 %

Shares of Exxon Mobil stock opened at $108.33 on Friday. Exxon Mobil Co. has a 1 year low of $100.42 and a 1 year high of $126.34. The company has a debt-to-equity ratio of 0.14, a current ratio of 1.31 and a quick ratio of 0.97. The company has a market capitalization of $476.11 billion, a P/E ratio of 13.82, a price-to-earnings-growth ratio of 2.79 and a beta of 0.89. The business has a 50-day moving average of $109.78 and a two-hundred day moving average of $115.05.

Exxon Mobil (NYSE:XOM) last announced its quarterly earnings results on Friday, January 31st. The oil and gas company reported $1.67 earnings per share for the quarter, missing analysts’ consensus estimates of $1.77 by ($0.10). Exxon Mobil had a net margin of 9.63% and a return on equity of 12.92%. During the same quarter in the prior year, the business posted $2.48 earnings per share. As a group, equities analysts predict that Exxon Mobil Co. will post 7.65 EPS for the current year.

Exxon Mobil Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, March 10th. Shareholders of record on Wednesday, February 12th will be issued a dividend of $0.99 per share. This represents a $3.96 dividend on an annualized basis and a yield of 3.66%. The ex-dividend date is Wednesday, February 12th. Exxon Mobil’s dividend payout ratio (DPR) is presently 50.51%.

About Exxon Mobil

Exxon Mobil Corporation engages in the exploration and production of crude oil and natural gas in the United States and internationally. It operates through Upstream, Energy Products, Chemical Products, and Specialty Products segments. The Upstream segment explores for and produces crude oil and natural gas.