US · Energy · Oil & Gas E&P
EPS came in at 1.58 against a street estimate of 1.43 — a beat of 10.5%.
Analysts rate Canadian Natural Resources Ltd a buy (11 buy, 9 hold, 2 sell out of 22) with an average price target of $49.14.
CONFIDENT CNQ posted record Q2 earnings ($4.6B adjusted net income) and production (1.677M BOE/d), driven by Oil Sands Mining strength and Peace River acquisitions. Returned $4B to shareholders; raised FY26 guidance. Growth projects on hold pending trilateral MOU finalization. Q2 2026 Oil Sands delivered production, cost, and netback records. E&P benefited from acquisitions and drilling success. Peace River consolidation underway with cost synergies materializing. Analysts pressed operations resilience (weather, upgrader capacity), M&A synergies (Peace River), and regulatory/growth path (trilateral MOU). Management emphasized execution discipline, synergy capture, and conditionality of growth on regulatory clarity without sacrificing shareholder returns. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| Capital World Investors | 10.57% |
| Royal Bank of Canada | 6.05% |
| Capital Research Global Investors | 5.63% |
| FMR Inc | 4.13% |
| Bank of Montreal | 3.10% |
| BMO Capital Markets Corp. | 3.10% |
| Vanguard Capital Management, LLC | 2.82% |
| CIBC World Markets Inc. | 2.18% |
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.45 / share ex-date Sep 11, 2026 · pay Oct 2, 2026 | 2026-09-11 |
| Dividend | $0.44 / share ex-date Jun 23, 2026 · pay Jul 7, 2026 | 2026-06-23 |
| Dividend | $0.46 / share ex-date Mar 20, 2026 · pay Apr 7, 2026 | 2026-03-20 |
| Dividend | $0.42 / share ex-date Dec 12, 2025 · pay Jan 6, 2026 | 2025-12-12 |
| Dividend | $0.43 / share ex-date Sep 19, 2025 · pay Oct 3, 2025 | 2025-09-19 |
| Split | 2 : 1 effective Jun 11, 2024 | 2024-06-11 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Canadian Natural Resources Ltd — free to start.
Google PlayApp StoreData updated 2026-09-18.