Market Cap
$59.5B
IMO
IMPERIAL OIL LTD
$125.93 ▲ +1.12%
Prev close $124.53Market cap$59.5B
12-mo target$106.60 (-15.4%)
24 New Institutional Positions19 Institutional Exits Traditional Energy
Snapshot
The big-picture read on IMO right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Inst. Holders
50 funds
Inst. Value
$13.8B
Inst. Activity
24 buys / 19 sells
SEC Reports
5
Price chart 30d -5.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 10, 2026 ftd
Jul 31, 2026 SEC FTD: IMO — 13,223 shares ($1.7M) failed to deliver
Settlement: 20260910, Price: $131.61, FTD Value: $1,740,279.03, IMPERIAL OIL LTD
Imperial Oil declared a Q3 2026 quarterly dividend of $0.87 per share, unchanged from Q2 2026, payable October 1, 2026 t
8-K — Impact 2/10
Imperial Oil reported Q2 2026 GAAP EPS of $4.52, a 143% beat vs the $2.99 Street consensus, driven by sharply higher cru
8-K — Impact 6/10
Jun 30, 2026 Inst.
GOLDMAN SACHS GROUP INC — DOUBLED
10,649,913 shares ($1.2B)
Jun 30, 2026 Inst.
Jun 11, 2026 SEC FIL Ltd — ADD
5,110,625 shares ($573.9M)
An institutional cluster for Imperial Oil Ltd (IMO) shows 5 funds adding $271.9M in Q3 2025, led by UBS (+567%) and BofA
INST-CLUSTER — Impact 5/10
Analyst ratings buy % +0.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Feb 23, 2026 | RBC Capital | DOWNGRADE | Underperform | 55% |
| Sep 25, 2025 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Jul 23, 2025 | Wolfe Research | DOWNGRADE | Peer Perform | 52% |
| Apr 3, 2025 | RBC Capital | REITERATE | Sector Perform | 55% |
| Jan 3, 2025 | Wolfe Research | DOWNGRADE | Peer Perform | 52% |
| Sep 25, 2024 | Scotiabank | DOWNGRADE | Sector Perform | 56% |
| Jul 12, 2024 | Scotiabank | MAINTAIN | Sector Outperform | 56% |
| Nov 2, 2023 | JP Morgan | MAINTAIN | Underweight | 55% |
| Aug 29, 2023 | CIBC | MAINTAIN | Neutral | 66% |
| Jul 17, 2023 | National Bank Financial Inc | MAINTAIN | Sector Perform | — |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 0 | 1 | 10 | 11 | 2 | 4% | |
| Aug 1, 2026 | 0 | 1 | 9 | 11 | 2 | 4% | |
| Jul 1, 2026 | 0 | 1 | 8 | 11 | 2 | 5% | |
| Jun 1, 2026 | 0 | 1 | 8 | 11 | 2 | 5% | |
| May 1, 2026 | 0 | 1 | 8 | 11 | 2 | 5% | |
| Apr 1, 2026 | 0 | 1 | 8 | 11 | 2 | 5% | |
| Mar 1, 2026 | 0 | 1 | 8 | 12 | 2 | 4% | |
| Feb 1, 2026 | 0 | 1 | 10 | 10 | 2 | 4% |
Price targets
Where 1 covering analysts think IMO trades over the next 12 months.
$106.60 -15.4% upside Strong Sell
Current$125.93 Low$106.60 Median$106.60 High$106.60 1 analysts
$106.60$106.60
Analyst rating Underperform· 3.7/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
5 SEC filing reports analyzed · 2 bullish, 0 bearish, 0 mixed, 3 neutral · avg impact 3.6/10.
NEUTRAL8-K2/10
Imperial Oil declared a Q3 2026 quarterly dividend of $0.87 per share, unchanged from Q2 2026, payab
Jul 31, 2026
BULLISH8-K6/10
Imperial Oil reported Q2 2026 GAAP EPS of $4.52, a 143% beat vs the $2.99 Street consensus, driven b
Jul 31, 2026
BULLISHINST-CLUSTER5/10
An institutional cluster for Imperial Oil Ltd (IMO) shows 5 funds adding $271.9M in Q3 2025, led by
Jun 11, 2026
NEUTRAL8-K3/10
Imperial Oil filed an 8-K furnishing slides from its 2026 annual general meeting presentation. The s
May 4, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 10, 2026
ftd
FTD: IMO — 13,223 shares ($1.7M) failed to deliver
Settlement: 20260910, Price: $131.61, FTD Value: $1,740,279.03, IMPERIAL OIL LTD
Sep 4, 2026
ftd
FTD: IMO — 16,352 shares ($2.2M) failed to deliver
Settlement: 20260904, Price: $131.94, FTD Value: $2,157,482.88, IMPERIAL OIL LTD
Sep 3, 2026
ftd
FTD: IMO — 20,042 shares ($2.7M) failed to deliver
Settlement: 20260903, Price: $133.44, FTD Value: $2,674,404.48, IMPERIAL OIL LTD
Sep 2, 2026
ftd
FTD: IMO — 8,542 shares ($1.2M) failed to deliver
Settlement: 20260902, Price: $134.94, FTD Value: $1,152,657.48, IMPERIAL OIL LTD
Aug 3, 2026
ftd
FTD: IMO — 11,364 shares ($1.5M) failed to deliver
Settlement: 20260803, Price: $129.57, FTD Value: $1,472,433.48, IMPERIAL OIL LTD
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $4.49 | $3.44–$5.17 | 107.0% | -3.3% | 4↑ 0↓ | $15.1B | 7 |
| Next Q | $4.12 | $3.32–$4.59 | 109.1% | -1.9% | 3↑ 1↓ | $14.9B | 5 |
| Current FY | $14.77 | $12.47–$16.04 | 73.2% | +1.8% | 4↑ 0↓ | $60.4B | 9 |
| Next FY | $12.50 | $7.78–$16.74 | -15.4% | +11.6% | 4↑ 0↓ | $62.5B | 10 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $4.493 | — |
| 7d ago | $4.471 | +0.021 |
| 30d ago | $4.645 | -0.152 |
| 60d ago | $4.463 | +0.029 |
| 90d ago | $3.906 | +0.586 |
Institutional ownership
Which big funds own IMO (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $13.8B total value (122,338,047 shares) as of 2026-Q2. Top holders: NOMURA, FMR, First. Net buying activity: 24 institutions added/increased vs 19 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0.00 | 0.0% | — |
| FMR LLC | 52,762,117 | $5.9B | 43.1% | — |
| First Eagle Investment Management, LLC | 13,590,697 | $1.5B | 11.1% | — |
| GOLDMAN SACHS GROUP INC | 10,649,913 | $1.2B | 8.7% | DOUBLED +398.9% |
| FIL Ltd | 5,110,625 | $573.9M | 4.2% | ADD +38.8% |
| ROYAL BANK OF CANADA | 3,972,048 | $444.9M | 3.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,836,380 | $430.8M | 3.1% | — |
| UBS Group AG | 3,592,655 | $402.4M | 2.9% | DOUBLED +258.0% |
| TD ASSET MANAGEMENT INC | 3,060,928 | $343.6M | 2.5% | — |
| BANK OF MONTREAL /CAN/ | 2,807,722 | $315.0M | 2.3% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | DOUBLED | 2,134,828 | 10,649,913 | +398.9% | $1.2B |
| FIL Ltd | ADD | 3,682,569 | 5,110,625 | +38.8% | $573.9M |
| UBS Group AG | DOUBLED | 1,003,514 | 3,592,655 | +258.0% | $402.4M |
| BANK OF AMERICA CORP /DE/ | TRIM | 2,183,910 | 1,362,053 | -37.6% | $152.6M |
| NATIONAL BANK OF CANADA /FI/ | ADD | 738,034 | 1,212,319 | +64.3% | $135.0M |
| BARCLAYS PLC | DOUBLED | 7,980 | 663,596 | +8215.7% | $74.3M |
| MACKENZIE FINANCIAL CORP | TRIM | 817,360 | 458,290 | -43.9% | $73.0M |
| CITADEL ADVISORS LLC | ADD | 226,894 | 409,538 | +80.5% | $45.9M |
| CANADA PENSION PLAN INVESTMENT BOARD | ADD | 173,089 | 279,074 | +61.2% | $31.3M |
| AustralianSuper Pty Ltd | NEW | — | 251,388 | — | $28.2M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for IMO.
Shares short
19,004,666
Settlement Sep 15, 2026
Change vs prior
-3.2%
Semi-monthly cycle
Days to cover
26.2
At avg daily volume
Of shares outstanding
≈3.9%
Estimate — not % of float
All IMO filing & press-release reports (5)
- 8-K reportJul 31, 2026
- 8-K reportJul 31, 2026
- INST-CLUSTER reportJun 11, 2026
- 8-K reportMay 4, 2026
- 8-K reportApr 15, 2026