ExxonMobil Posts $15.4B 3Q26 Earnings, Sets $20B 2027 Buyback and Raises Dividend
XOM sits 65% above its 52-week low of $112.51.
Summary
ExxonMobil reported third-quarter 2026 earnings of $15.4 billion ($3.72 per share) and announced $20 billion of 2027 share repurchases alongside a higher $1.07 quarterly dividend.
Key Events · Earnings and Guidance · XOM
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3Q26 Earnings of $15.4 Billion
Reported EPS of $3.72 and adjusted EPS of $4.23 on adjusted earnings of $17.5 billion, versus $14.5 billion of earnings in 2Q26.
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$20 Billion 2027 Buyback Authorized
The board announced 2027 share repurchases of $20 billion, assuming reasonable market conditions, on top of $5.1 billion repurchased in 3Q26.
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Dividend Raised to $1.07 Per Share
Fourth-quarter dividend of $1.07 per share payable December 10, 2026 to holders of record November 16, 2026, marking 44 consecutive years of annual per-share increases.
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Cash Generation and Debt Reduction
Operating cash flow of $25.7 billion and free cash flow of $19.1 billion in the quarter; year-to-date net debt reduction of nearly $11 billion leaves net debt at $22.1 billion.
Analysis · XOM · Energy & Transportation
ExxonMobil earned $15.4 billion in the third quarter, or $3.72 per share, with adjusted earnings of $17.5 billion ($4.23 per share) — up from $14.5 billion in 2Q26 and well above the $7.5 billion reported a year earlier. The quarter generated $25.7 billion of operating cash flow and $19.1 billion of free cash flow, funding $9.4 billion of shareholder distributions. For holders, the forward-looking news matters more: the board authorized $20 billion of share repurchases for 2027 and lifted the quarterly dividend to $1.07 per share, extending a 44-year streak of annual increases. With the stock trading near its 52-week high, the buyback and dividend confirm the cash-return story rather than change it — but the size of the authorization is what anchors the 2027 per-share math.
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In the 30 days to Oct 30, 2026, 38.6% of the 919 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.45%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, XOM was trading at $186.00 on NYSE in the Energy & Transportation sector, with a market capitalization of approximately $753.7B. The 52-week trading range was $112.51 to $184.88. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.