IMO · AMEX · Oil & Gas Integrated

Imperial Oil (IMO)

Produces Canadian oil-sands crude and turns it into fuels and chemicals.

$124.23
vs last close−0.05 (−0.04%)
Loading prices…

Imperial Oil LimitedIMO
Energy

Produces Canadian oil-sands crude and integrates it with refining, nationwide Esso and Mobil fuel marketing, and Sarnia petrochemicals. Revenue combines commodity sales, market-priced internal transfers, wholesale fuel supply and business-to-business chemical sales, while ExxonMobil control and Canadian asset concentration shape the operating structure.

Produces oil-sands crude, bitumen and synthetic crude through the Kearl, Cold Lake and Syncrude assets, all in Canada. Those supplies can be sold externally or transferred through an integrated system that links resource production with refining, logistics and product marketing.

Refines and blends fuels at three facilities in Alberta and Ontario, then distributes gasoline, diesel, jet fuel, lubricants and other products through a nationwide Esso and Mobil wholesale network. The Sarnia chemical complex also makes solvents, intermediates and polyethylene resin for industrial and consumer-product uses.

Combines commodity output, trading and term supply contracts, fuel supplied to independently owned branded stations, and business-to-business chemical sales. ExxonMobil controls the company and provides shared business, operational, procurement, research and support services.

Company facts

CEOJohn R. Whelan
ListedMar 17, 1980
ExchangeAMEX
HeadquartersCalgary, Canada
CountryCanada
Employees5,000
CIK0000049938
ISINCA4530384086

Market cap$60.89B
EPS (ttm)$6.35
P/E (ttm)19.56
ROE18.8%
P/B3.50
P/S1.53
Dividend yieldDiv yield1.94%
Beta−0.04vs XLE 0.94

Price target$44.99−63.8%Average of 22 analysts
ConsensusHold10 of 22 analysts
Ratings

Target rangeAs of Sep 22, 2026

Latest analyst notes

No analyst notes in the last 24 months.

Next report
Oct 30, 26
in 37 days
EPS estimate
$3.26
Revenue estimate
$11.08B
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Jan '25May '25Aug '25Oct '25Jan '26May '26Jul '26Oct '26
Reported$1.69$1.75$1.34$1.57$1.41$1.41$3.27Pending
Estimate$1.36$1.52$1.22$1.44$1.36$1.73$2.99$3.26
Surprise+24.3%+15.1%+9.8%+9.0%+3.7%−18.5%+9.4%

RevenueReportedEstimate

Jan '25May '25Aug '25Oct '25Jan '26May '26Jul '26Oct '26
Reported$5.94B$6.30B$5.99B$8.65B$8.21B$8.95B$11.31BPending
Estimate$6.71B$6.78B$6.51B$9.45B$8.78B$8.61B$10.92B$11.08B
Surprise−11.5%−7.0%−8.1%−8.4%−6.5%+3.9%+3.5%
Estimate$3.26
ReportedDue Oct 30, 2026
Estimate$11.08B
ReportedDue Oct 30, 2026
View details

Debt to equity16.80%
Current ratio137.60%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$9.38B$9.01B$8.84B$7.95B$11.49B$8.00B$8.83B$11.40B
Net income$877.6M$869.1M$913.8M$673.3M$534.1M$349.1M$666.9M$1.55B
Net margin9.4%9.6%10.3%8.5%4.6%4.4%7.6%13.6%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$1.47B$1.48B$1.54B$1.21B$647.2M$443.4M$874.1M$2.03B
YoY growth−7.6%+6.2%−11.6%−56.1%−70.0%−43.1%+68.3%

Balance sheet, Jun 30, 2026Cash & short-term investments $2.01B · Total debt $2.93B · Total assets $33.96B · Shareholders' equity $17.41B

Revenue
$11.40B
Operating income
$2.03B
Net income
$1.55B

Reported in CAD, converted at the latest exchange rate

View details

Dividend yield
1.94%
Next ex-date
Dec 4, 26
estimated · in 72 days
Annual dividend
$2.41
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yield

Dec '24Mar '25Jun '25Sep '25Dec '25Mar '26Jun '26Sep '26
Dividend$0.42$0.5002$0.5267$0.5206$0.5161$0.6359$0.6263$0.6288
Annual yield2.40%2.81%2.62%2.25%2.15%1.85%1.81%1.87%
Ex-dateDec 3Mar 5Jun 4Sep 4Dec 3Mar 5Jun 4Sep 4
Payment dateJan 1Apr 1Jul 1Oct 1Jan 1Apr 1Jul 1Oct 1
View details

Institutions26.78%129.52M shares
435 holders · as of Jun 30, 2026
Other73.22%354.07M shares
remainder

483.59M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
FMR LLCInstitution
10.91%52.76Mas of Jun 30, 2026
First Eagle Investment Management, LLCInstitution
2.81%13.59Mas of Jun 30, 2026
Goldman Sachs Group IncInstitution
2.20%10.65Mas of Jun 30, 2026
FIL LtdInstitution
1.06%5.11Mas of Jun 30, 2026
Royal Bank of CanadaInstitution
0.82%3.97Mas of Jun 30, 2026

Insider tradesForm 4

Nothing filed in the last 12 months.

View details

Compare

CompanyPriceChange
Imperial Oil$124.23−0.04%$60.89B19.613.51.5+88.9%
Suncor Energy$67.68+1.11%$79.04B12.612.31.9+31.9%
Cenovus Energy$31.32−0.02%$57.76B12.311.71.5+61.4%
Shell (ADR)$94.54+0.64%$261.89B10.49.10.9+44.7%
Canadian Natural Resources$48.05+0.58%$99.63B12.017.42.9+46.3%
ConocoPhillips$128.08+2.24%$152.62B16.612.92.4+39.7%
Median12.312.31.9+44.7%