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Exxon Mobil (NYSE:XOM) is reportedly reviewing large acquisition options in liquefied natural gas, including a potential bid for Australia based Woodside Energy.
The company is said to be focused on expanding its LNG presence in Asia as trade routes adjust following the closure of the Strait of Hormuz.
Any move on Woodside would mark a significant shift in Exxon Mobil’s LNG footprint and could influence regional energy supply patterns.
For investors watching NYSE:XOM, this possible LNG push comes with the stock at a share price of $147.01 and long term returns that have been strong, including 19.9% year to date and 35.3% over the past year. Over shorter periods, the share price has been softer, with the stock down 1.9% over the past week and down 3.0% over the past month. The 3 year and 5 year returns of 54.6% and 192.5% highlight how much longer holding periods can change the picture.
If Exxon Mobil moves ahead with a major LNG acquisition in Asia, it could reshape how the company is positioned across oil, gas and LNG and how investors think about its future project mix. The closure of the Strait of Hormuz adds another layer, as any new LNG capacity or offtake in Asia could influence how supply chains adapt and how regional buyers view long term contracts and counterpart risk.
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NYSE:XOM Earnings & Revenue Growth as at Jun 2026
We’ve flagged 1 risk for Exxon Mobil. See which could impact your investment.
Quick Assessment
✅ Price vs Analyst Target: At US$147.01, the stock trades about 13% below the US$169.91 analyst price target.
✅ Simply Wall St Valuation: The shares are described as trading 46.4% below an estimated fair value, flagged as undervalued.
❌ Recent Momentum: The 30 day return is down 3.0%, which shows softer short term sentiment as this LNG story develops.
There’s only one way to know the right time to buy, sell or hold Exxon Mobil. Head to Simply Wall St’s company report for the latest analysis of Exxon Mobil’s Fair Value.
Key Considerations
📊 A potential Woodside approach would tilt Exxon Mobil further toward LNG. Consider how that fits with your view on long term gas demand in Asia.
📊 Monitor how any deal size compares with Exxon Mobil’s US$326.0b revenue base, current P/E of 24.1 versus the Oil and Gas industry average of 13.8, and the implied upside to analyst targets.
⚠️ The identified risk is that the 2.8% dividend is not well covered by free cash flows, so a large acquisition could raise questions about future capital allocation.