Exxon Mobil Stock Price, News & Analysis

ExxonMobil (NYSE:XOM) updated its Corporate Plan through 2030, raising expected $25 billion in earnings growth and $35 billion in cash flow growth versus 2024 on a constant price and margin basis. The company projects roughly $145 billion in cumulative surplus cash through 2030 at a $65 real Brent assumption and a return on capital employed above 17% in 2030. Upstream production is forecast to reach 5.5 million oil-equivalent barrels per day by 2030, with Permian output about 2.5 million boe/d. Cumulative structural cost savings target increased to $20 billion. Low Carbon Solutions report ~9 MTA CO2 under contract; ~$20 billion of lower-emission investments planned 2025–2030.

Imperial (TSE: IMO, NYSE American: IMO) announced board updates and a leadership transition in September–October 2025.

• Tanya Bryja was appointed to the board effective September 16, 2025; she is ExxonMobil’s Senior Vice President of Energy Products with 27+ years of experience and a BSc in Chemical Engineering from Northwestern University (1997).
• David Cornhill will reach the board’s mandatory retirement age and will not stand for re-election at the 2026 annual meeting, but intends to remain an independent director until that meeting.
• The independent directors selected Miranda Hubbs to succeed Cornhill as Lead Director effective October 1, 2025.

Imperial reiterated its long-term role as a large Canadian refiner, crude producer, petrochemical producer and fuels marketer committed to technology and responsible resource development.

Imperial (TSE: IMO, NYSE American: IMO) declared a quarterly dividend of $0.72 per share for Q4 2025, payable on January 1, 2026 to shareholders of record at the close of business on December 3, 2025. This matches the Q3 2025 dividend of $0.72 per share.

The company highlighted a long history of annual dividends spanning over a century and 31 consecutive years of annual dividend increases. Imperial reiterated its role as a major Canadian refiner, crude producer, petrochemical producer, and national fuels marketer.

Exxon Mobil (NYSE: XOM) announced that Gregory C. Garland has been elected to its board of directors, effective November 3, 2025. Mr. Garland brings decades of executive experience in energy, including roles as Chair and CEO of Phillips 66 from 2012–2022, Executive Chair 2022–2024, and President and CEO of Chevron Phillips Chemical Company 2008–2010. ExxonMobil leadership highlighted his industry expertise, global perspective, and collaborative reputation as reasons for the appointment. The company said his experience will support efforts to develop advantaged assets, deliver new projects, lower costs, and prioritize long-term shareholder returns.

Imperial (TSE: IMO, NYSE American: IMO) will hold its 2025 Third Quarter Earnings Call on Friday, October 31, 2025 at 9:00 a.m. MT following the company’s third quarter earnings release that morning.

John Whelan, chairman, president and CEO, and Peter Shaw, vice-president, investor relations, will host brief remarks followed by a Q&A with covering analysts. The event will be accessible by webcast and the replay will be available for one year on the company’s investor website.

If the company cannot file its Form 8-K on EDGAR at the intended time, investors should check Imperial’s website or Canada’s SEDAR+; the company intends to furnish the information on EDGAR as soon as possible.

Exxon Mobil (NYSE: XOM) will release its third quarter 2025 financial results on Friday, October 31, 2025. A press release will be issued via Business Wire and posted at 5:30 a.m. CT at investor.exxonmobil.com.

Management — Darren Woods (Chairman & CEO), Kathy Mikells (SVP & CFO), and Jim Chapman (VP, Treasurer & Investor Relations) — will review results on a live conference call and webcast at 8:30 a.m. CT. Call-in numbers and passcode are provided, and an archived replay plus the presentation and supplemental financial data will be available at investor.exxonmobil.com.

Imperial (NYSE: IMO) announced a major restructuring plan aimed at centralizing corporate and technical activities in global business and technology centers. The company expects to achieve annual expense savings of $150 million by 2028 through this initiative.

The restructuring will involve a 20% reduction in employee roles by the end of 2027 and includes a one-time restructuring charge of $330 million before-tax in Q3 2025. The company plans to leverage ExxonMobil's technology and global capability centres to enhance operational efficiency, drive productivity improvements, and maintain its 2025 corporate guidance.

Key objectives include maximizing asset value, improving production, reducing downtime, lowering unit operating costs, and enhancing project execution. Imperial remains committed to meeting or exceeding its medium-term production and unit cost targets for Kearl and Cold Lake operations.