Jim Cramer has named Exxon Mobil a top market leader, citing its robust financial performance and strategic investments. The company's recent quarterly results underscore its dominance in the energy sector.
- Exxon Mobil reported $7.8 billion in Q4 earnings, up 12% YoY
- Adjusted EPS of $2.65 exceeded estimates by $0.19
- Free cash flow reached $22.1 billion over 12 months
- Shareholder return totaled $16.8 billion via dividends and buybacks
- Dividend yield stands at 2.8% as of January 2026
- Stock rose 2.3% post-endorsement by Jim Cramer
Exxon Mobil Corp. (XOM) has emerged as a standout performer in the current market landscape, according to financial commentator Jim Cramer, who praised the company as one of the 'real leaders' driving investor confidence. Cramer highlighted XOM’s ability to deliver consistent returns despite volatile oil prices and shifting global energy dynamics. The company reported fourth-quarter earnings of $7.8 billion, reflecting a 12% year-over-year increase, with adjusted net income per share reaching $2.65—surpassing analyst expectations by $0.19. Total revenue for the quarter stood at $132.4 billion, up 8% from the same period last year, driven by strong upstream production and refining margins. Cramer emphasized Exxon’s capital discipline and long-term strategy, noting that the company maintained a free cash flow of $22.1 billion over the past 12 months while returning $16.8 billion to shareholders through dividends and buybacks. This level of shareholder return places XOM among the top performers in the S&P 500, with a dividend yield of 2.8% as of January 2026. The stock responded positively to Cramer’s endorsement, rising 2.3% in intraday trading following his remarks. Investors across institutional and retail sectors have taken note, particularly in the energy and materials sectors where Exxon’s performance is being benchmarked against peers like Chevron (CVX) and Shell (SHEL). The broader market reacted with renewed interest in dividend-paying industrial stocks amid concerns over macroeconomic uncertainty.