Saudi Aramco-Exxon refinery SAMREF in Saudi Arabia's Yanbu targeted, source says | Reuters Skip to main content Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv The warning followed a strike on Iran's South Pars gas field, a major escalation in the warwith the United States and Israel. Yanbu has been one of two major export outlets for any crude oil out of Gulf Arab countries since Iran effectively shut the Strait of Hormuz after the war erupted late last month. ...

Core Viewpoint - With crude oil prices exceeding $100 per barrel, energy stocks are becoming increasingly attractive to investors, particularly those focusing on stability and dividends to mitigate risks while capitalizing on the oil and gas boom [1]. Group 1: Chevron - Chevron has adopted a shareholder-friendly strategy, expecting to increase total production by 7% to 10% by 2026 while reducing operating expenses through layoffs and cost-cutting measures [4]. - The current market capitalization of Chevron is $395 billion, with a current price of $198.61 and a year-to-date rally of nearly 30% [5][6]. - Chevron offers a forward dividend yield of 3.6% and has a nearly 40-year track record of dividend growth, with potential earnings growth exceeding 80% from 2025 levels [7]. Group 2: Energy Transfer - Energy Transfer operates midstream oil and gas assets across North America, generating substantial earnings and distributing most of its earnings to shareholders as a master limited partnership (MLP) [8]. - The current market capitalization of Energy Transfer is $65 billion, with a current price of $18.66 and a forward yield of 7.1% [9][10]. - Energy Transfer anticipates annual distribution growth of 3% to 5% driven by ongoing projects, which could lead to capital appreciation [11]. Group 3: ExxonMobil - ExxonMobil has increased its estimated cost savings from the acquisition of Pioneer Natural Resources from $2 billion to $3 billion and is also focusing on production increases and cost-saving opportunities [12]. - The current market capitalization of ExxonMobil is $662 billion, with a current price of $157.58 and a 43-year track record of dividend growth [13][14]. - ExxonMobil has a forward dividend yield of 2.6% and repurchased $20 billion worth of shares last year while growing its quarterly dividend, indicating strong return-of-capital efforts [14].

Saranya Yuenyong/iStock via Getty ImagesThe First Trust Morningstar Dividend Leaders Index Fund (FDL) is a passively managed ETF focusing on high-yielding U.S. stocks that have stable and sustainable dividends. It tracks an index that screens for dividend consistency and earnings coverage. The FDL portfolio holds up to 100 companies, which are weighted by their annual payout. This educational article explains FDL’s strategy, what’s currently in the portfolio, performance over its two-decade history, how ...

Company Performance - Exxon Mobil (XOM) closed at $158.81, reflecting a +1% change from the previous day's closing price, outperforming the S&P 500's daily gain of 0.25% [1] - Over the last month, Exxon Mobil's shares increased by 5.91%, which is below the Oils-Energy sector's gain of 7.67% but better than the S&P 500's loss of 1.88% [1] Earnings Estimates - The upcoming earnings release for Exxon Mobil is anticipated to show an EPS of $1.66, representing a 5.68% decline compared to the same quarter last year [2] - Revenue is expected to be $82.47 billion, indicating a 0.8% drop from the year-ago quarter [2] Fiscal Year Projections - For the entire fiscal year, earnings are projected at $7.04 per share and revenue at $331.8 billion, reflecting changes of +0.72% and -0.13% respectively from the previous year [3] - Recent analyst estimate revisions indicate a positive outlook for Exxon Mobil, suggesting optimism about the company's business and profitability [3] Valuation Metrics - Exxon Mobil has a Forward P/E ratio of 22.32, which is a premium compared to its industry's Forward P/E of 11.87 [5] - The company also has a PEG ratio of 1.23, compared to the average PEG ratio of 1.13 for Oil and Gas - Integrated - International stocks [6] Industry Context - The Oil and Gas - Integrated - International industry is part of the Oils-Energy sector and holds a Zacks Industry Rank of 49, placing it in the top 20% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Energy sector investors ( XLE ) are clearly on a roll right now. With XLE up 30% year-to-date, the bearish prognosticators appear to have their thesis snuffed out, asJR Research is an opportunistic investor. I was recognized by TipRanks as a Top Analyst, and also by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. I identify attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P ...

Market Overview - The S&P 500 is up nearly 1% in early trading, driven by strong performances from energy stocks like Exxon Mobil and Occidental Petroleum, which saw price target increases from analysts [1][8] - Brent crude oil prices have climbed above $103, influenced by geopolitical tensions and supply disruptions in the Middle East, particularly affecting the Strait of Hormuz [2][7] Energy Sector - Exxon Mobil's stock surged past $157 following price target increases from Barclays and Piper Sandler, reflecting expectations of higher earnings due to sustained oil prices [1][8] - Occidental Petroleum reached a one-year high of $59.15, also benefiting from analyst upgrades [1][8] - The energy sector is experiencing significant gains due to the supply shock, while airlines like Delta Air Lines are facing margin pressures from rising jet fuel costs, despite raising their first-quarter revenue outlook [1][8] Earnings Expectations - Wall Street analysts have raised earnings forecasts for 2026 and 2027, with S&P 500 aggregate forward earnings reaching a record $328.80 per share, compressing the forward price-to-earnings ratio to around 20, down from 22 in late January [9] - This positive earnings outlook is contributing to the resilience of the broader market, even amidst rising macroeconomic risks [2][9] Market Sentiment - The VIX, a measure of market volatility, is currently at 27.19, indicating elevated uncertainty, although it remains below the panic levels seen in April 2025 [10] - Small-cap stocks, represented by the Russell 2000, are lagging behind larger companies, reflecting the impact of higher energy costs and borrowing rates on domestically focused firms [11]

The quarterly dividend has risen from $0.13 per quarter in 2022 to $0.26 in March 2026, effectively doubling over four years. The current yield is 1.79%. At $100 oil, free cash flow would expand meaningfully, but investors carry more downside risk here than anywhere else on this list.Most Americans drastically underestimate how much they need to retire and overestimate how prepared they are. But data shows that people with one habit have more than double the savings of those who don’t.Occidental Petroleum ( ...

Core Insights - ExxonMobil and Chevron are leading dividend-paying companies in the energy sector, showing resilience through oil price fluctuations [1] - WTI crude oil prices have increased significantly from $66.96 to approximately $100 per barrel, positively impacting the free cash flow of both companies [1] ExxonMobil - ExxonMobil has a 43-year streak of consecutive annual dividend increases, with a current quarterly payout of $1.03 per share, yielding 2.64% at a stock price of $156 [2] - The company's operating cash flow for full-year 2025 was $52 billion, covering the $17.2 billion dividend payout by approximately 3 times, demonstrating strong dividend sustainability even during downturns [3] - ExxonMobil achieved record production of 4.7 million oil-equivalent barrels per day in 2025, with significant cost savings of $15.1 billion since 2019, aiming for $20 billion by 2030 [5] Chevron - Chevron has a 39-year streak of annual dividend increases, with a quarterly payout of $1.78 per share and a dividend yield of 3.6% [7] - The company reported a record free cash flow of $16.60 billion for full-year 2025, with total shareholder returns reaching $27.10 billion [7] - Chevron's worldwide production grew by 12% year-over-year to 3,723 MBOED, marking a new production record [7] Market Performance - Both ExxonMobil and Chevron stocks have increased approximately 30% year-to-date, maintaining dividend growth through various oil price downturns, including the significant drop in 2020 [9]

Quick Read YieldMax XOM Option Income Strategy ETF (XOMO) sells call options on Exxon Mobil (XOM) stock to generate weekly distributions that ranged from $0.05 to $0.19 per share in early 2026, with income entirely dependent on implied volatility rather than underlying dividends. ExxonMobil shares gained 49% over the past year as crude oil hit $94.65 per barrel, but XOMO’s capped structure limits shareholders’ upside participation while supporting premium collection. Elevated volatility (VIX near 27) a ...

伯古姆表示，政府一直在"夜以继日地"与能源公司合作，以稳定全球能源市场。能源部发言人Ben Dietderich表示，赖特和特朗普政府将继 续采取行动，以尽量减少对能源供应的干扰。 近日美国石油行业高管纷纷警告特朗普政府， 由伊朗局势引发的能源危机很可能进一步恶化 。 据知情人士透露，在当地时间3月11日举行的一系列白宫会议以及近期与美国能源部长赖特、内政部长伯格姆的沟通中，埃克森美孚、雪佛 龙和康菲石油的首席执行官发出警告称， 霍尔木兹海峡这一重要水道能源运输中断将继续给能源市场带来剧烈波动 。 知情人士称，在回应官员们的提问时，埃克森美孚首席执行达伦·伍兹表示，如果投机者意外推高油价，油价可能会突破当前高位， 市场还 可能出现成品油供应紧张 。雪佛龙首席执行官迈克·沃思和康菲石油公司首席执行官瑞安·兰斯也对此次供应中断的规模表达了担忧。 美国总统特朗普并未出席上周三的会议。美国原油价格已从当天的每桶87美元攀升至上周五的99美元。 白宫已实施或正在考虑多项旨在压低油价的措施，包括进一步放松对俄罗斯石油的制裁、大规模释放应急石油储备，以及可能豁免一项限制 美国港口间原油运输的法规。一名白宫官员称，政府官员还 ...