US · Energy · Oil & Gas Integrated
EPS came in at 3.65 against a street estimate of 3.43 — a beat of 6.4%.
Analysts rate Imperial Oil Ltd a hold (5 buy, 10 hold, 3 sell out of 18) with an average price target of $108.23.
MIXED Imperial delivered strong earnings and cash generation, led by record Downstream results, but cut Kearl’s annual production target after third-party outages. Management remains confident in long-term growth, costs and shareholder returns. Q3 FY26 Cold Lake completed its Mahihkan turnaround ahead of schedule and on budget; Syncrude’s turnaround is complete. Management expects stronger fourth-quarter volumes. Analysts focused on Upstream growth, MOU timing, production recovery, capital returns and commodity differentials. Management emphasized sequencing, external-event resilience, possible Aspen acceleration and continued shareholder distributions. 2026-10-30…
Full summary in the app.
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was C$16,179 million, up from C$11,994 million in Q3 2025. • Third-quarter net income was C$2,454 mill | 2026-11-02 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 net income was a record $2,454 million, or $5.11 per diluted share, versus $539 million, or $1.07 per share, in Q3 2025. | 2026-10-30 |
| Reg FD disclosure · Q4 2026 HEADLINE NUMBERS • Imperial Oil’s board declared a quarterly cash dividend of 87 cents per common share for the fourth quarter of 2026. • The divide | 2026-10-30 |
| Reg FD disclosure · Q4 2026 OTHER NOTABLE POINTS • Imperial Oil Limited filed a Form 8-K on October 20, 2026, under Item 7.01, Regulation FD Disclosure. • The company announced | 2026-10-20 |
| Quarterly report · Q2 2026 IMPERIAL OIL LIMITED – Q2 2026 SUMMARY HEADLINE NUMBERS • Q2 2026 net income: CAD 2,190 million (vs. CAD 949 million in Q2 2025) – 131% increase yea | 2026-08-03 |
| Board / officer change · Q3 2026 IMPERIAL OIL LIMITED – FORM 8-K SUMMARY July 31, 2026 --- BUSINESS & SEGMENT HIGHLIGHTS • Neil Hansen resigned from the board of directors effectiv | 2026-07-31 |
| Results announced · Q3 2026 IMPERIAL OIL LIMITED - Q2 2026 SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Q2 2026 net income: $2,190 million ($4.52 per diluted share), up 131% | 2026-07-31 |
| Reg FD disclosure · Q3 2026 IMPERIAL OIL LIMITED – FORM 8-K SUMMARY HEADLINE NUMBERS • Quarterly cash dividend declared at 87 cents per share for Q3 2026 • Dividend payable dat | 2026-07-31 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.62 / share ex-date Dec 3, 2026 · pay Jan 1, 2027 | 2026-12-03 |
| Dividend | $0.63 / share ex-date Sep 4, 2026 · pay Oct 1, 2026 | 2026-09-04 |
| Dividend | $0.63 / share ex-date Jun 4, 2026 · pay Jul 1, 2026 | 2026-06-04 |
| Dividend | $0.64 / share ex-date Mar 5, 2026 · pay Apr 1, 2026 | 2026-03-05 |
| Dividend | $0.53 / share ex-date Dec 3, 2025 · pay Jan 1, 2026 | 2025-12-03 |
| Announcement | Date |
|---|---|
| Quarterly cash dividend of 87 cents per share declared for fourth quarter 2026 Imperial Oil’s board declared a fourth-quarter 2026 cash dividend of C$0.87 per common share. The dividend will be paid on January 1, 2027, to shareholders who own the stock at the close of | 2026-10-30 |
| Normal course issuer bid approved to repurchase up to 5% of shares Imperial Oil Limited announced on June 23, 2026, that the Toronto Stock Exchange has approved a normal course issuer bid (share buyback program). The company can repurchase up to 5% of its o | 2026-06-23 |
| Corporate guidance outlook for 2026 provided Imperial Oil Limited issued an 8-K filing on December 15, 2025, disclosing an update to its corporate guidance outlook for 2026. This is a procedural announcement providing forward-looking g | 2025-12-15 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.