IMO
IMPERIAL OIL LTD
$121.29
+0.26%
$58.7B
No data for this timeframe.
Vol
Market Cap$58.7B
Cap SizeLarge Cap
Inst. Holders50 funds
Inst. Value$14.4B
Inst. Activity8 buys / 14 sells
SEC Reports3
Recent Activity
Jun 11, 2026
SEC
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
May 13, 2026
short_interest
FTD: IMO — 7,500 shares ($1.0M) failed to deliver
Settlement: 20260513, Price: $133.42, FTD Value: $1,000,650, IMPERIAL OIL LTD
May 4, 2026
SEC
Imperial Oil filed an 8-K furnishing slides from its 2026 annual general meeting presentation. The slides highlight 2025
8-K — Impact 3/10
Apr 15, 2026
SEC
Imperial Oil announced it will hold a first quarter 2026 earnings call on May 1, 2026, following the release of its earn
8-K — Impact 2/10
Inst.
FIL Ltd — ADD
3,682,569 shares ($482.4M)
Inst.
MACKENZIE FINANCIAL CORP — TRIM
817,360 shares ($107.0M)
Price Targets
Historical data — last covering-analyst action Feb 2026. No current recommendation available.
$108.70 (Feb 2026)
Current $121.29
Low $108.70
Median $108.70
High $108.70
1 analysts
$108.70
$108.70
Analyst Ratings
0Strong Buy
1Buy
8Hold
11Sell
2Strong Sell
Historical Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Feb 23, 2026 | RBC Capital | DOWNGRADE | Sector Perform → Underperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $4.13 ▲ +13.1% | $3.22 — $5.33 | 122% YoY | 5 |
| Next Q | $3.91 ▲ +16.0% | $2.57 — $4.43 | 80% YoY | 5 |
| Current FY | $13.60 ▲ +19.4% | $11.23 — $14.68 | 59% YoY | 6 |
| Next FY | $10.45 ▲ +4.5% | $6.10 — $13.73 | -23% YoY | 10 |
Latest Reports
BULLISH
INST-CLUSTER
5/10
An institutional cluster for Imperial Oil Ltd (IMO) shows 5 funds adding $271.9M in Q3 2025, led by UBS (+567%) and BofA
Jun 11, 2026
NEUTRAL
8-K
3/10
Imperial Oil filed an 8-K furnishing slides from its 2026 annual general meeting presentation. The slides highlight 2025
May 4, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| NOMURA ASSET MANAGEMENT CO | — | — |
| FMR LLC | $7.3B | — |
| First Eagle Investment Management, | $1.8B | — |
| ROYAL BANK OF CANADA | $671.7M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $498.3M | — |
50 institutional holders with $14.4B total value (110,294,113 shares) as of 2026-Q1. Top holders: NOMURA, FMR, First. Net selling activity: 14 institutions trimmed/exited vs 8 added.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | NOMURA ASSET MANAGEMENT CO LTD | — | $0.00 | 0.0% | — |
| 2 | FMR LLC | 55,668,709 | $7.3B | 50.5% | — |
| 3 | First Eagle Investment Management, LLC | 13,972,305 | $1.8B | 12.7% | — |
| 4 | ROYAL BANK OF CANADA | 5,134,838 | $671.7M | 4.7% | — |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 3,804,388 | $498.3M | 3.5% | — |
| 6 | FIL Ltd | 3,682,569 | $482.4M | 3.3% | ADD +54.7% |
| 7 | TD ASSET MANAGEMENT INC | 3,442,216 | $449.4M | 3.1% | — |
| 8 | BANK OF MONTREAL /CAN/ | 2,703,378 | $354.2M | 2.5% | — |
| 9 | BANK OF AMERICA CORP /DE/ | 2,183,910 | $285.7M | 2.0% | TRIM -25.1% |
| 10 | GOLDMAN SACHS GROUP INC | 2,134,828 | $279.3M | 1.9% | — |
| 11 | MORGAN STANLEY | 1,634,686 | $213.8M | 1.5% | ADD +47.9% |
| 12 | Connor, Clark & Lunn Investment Management Ltd. | 1,206,888 | $158.1M | 1.1% | TRIM -25.9% |
| 13 | VANGUARD FIDUCIARY TRUST CO | 1,142,467 | $149.6M | 1.0% | — |
| 14 | CIBC WORLD MARKET INC. | 1,130,795 | $148.1M | 1.0% | — |
| 15 | Legal & General Group Plc | 883,138 | $115.3M | 0.8% | — |
| 16 | MACKENZIE FINANCIAL CORP | 817,360 | $107.0M | 0.7% | TRIM -26.9% |
| 17 | DIMENSIONAL FUND ADVISORS LP | 797,121 | $104.3M | 0.7% | — |
| 18 | TD Waterhouse Canada Inc. | 756,315 | $96.7M | 0.7% | ADD +43.3% |
| 19 | NATIONAL BANK OF CANADA /FI/ | 738,034 | $94.1M | 0.7% | TRIM -25.7% |
| 20 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 710,881 | $93.1M | 0.6% | NEW |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FIL Ltd | ADD | 2,380,225 | 3,682,569 | +54.7% | $482.4M | 2026-Q1 |
| MACKENZIE FINANCIAL CORP | TRIM | 1,118,372 | 817,360 | -26.9% | $107.0M | 2026-Q1 |
| TD Waterhouse Canada Inc. | ADD | 527,608 | 756,315 | +43.3% | $96.7M | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ | TRIM | 993,319 | 738,034 | -25.7% | $94.1M | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | NEW | — | 710,881 | — | $93.1M | 2026-Q1 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | DOUBLED | 144,772 | 324,356 | +124.0% | $42.5M | 2026-Q1 |
| Korea Investment CORP | ADD | 161,032 | 210,987 | +31.0% | $27.5M | 2026-Q1 |
| Mitsubishi UFJ Trust & Banking Corp | TRIM | 138,206 | 68,206 | -50.6% | $8.8M | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD | TRIM | 78,969 | 54,369 | -31.2% | $7.1M | 2026-Q1 |
| STIFEL FINANCIAL CORP | TRIM | 110,870 | 42,885 | -61.3% | $5.6M | 2026-Q1 |
| BNP Paribas Asset Management Holding S.A. | DOUBLED | 12,313 | 34,533 | +180.5% | $4.5M | 2026-Q1 |
| AMERIPRISE FINANCIAL INC | NEAR_EXIT | 319,735 | 18,647 | -94.2% | $3.2M | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | NEAR_EXIT | 156,928 | 12,567 | -92.0% | $1.6M | 2026-Q1 |
| Erste Asset Management GmbH | TRIM | 20,350 | 9,850 | -51.6% | $1.3M | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS | ADD | 2,658 | 4,627 | +74.1% | $605.3K | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | TRIM | 9,215 | 2,986 | -67.6% | $389.7K | 2026-Q1 |
| Assenagon Asset Management S.A. | NEAR_EXIT | 36,569 | 2,944 | -91.9% | $384.4K | 2026-Q1 |
| Rockefeller Capital Management L.P. | DOUBLED | 410 | 2,761 | +573.4% | $361.3K | 2026-Q1 |
| GLENMEDE TRUST CO NA | TRIM | 5,056 | 2,501 | -50.5% | $327.2K | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 3,700 | 1,800 | -51.4% | $235.5K | 2026-Q1 |
| CWM, LLC | TRIM | 2,367 | 1,442 | -39.1% | $188.7K | 2026-Q1 |
| BROWN BROTHERS HARRIMAN & CO | NEAR_EXIT | 14,002 | 502 | -96.4% | $65.7K | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | TRIM | 3,840,645 | 2,875,903 | -25.1% | $248.2M | 2025-Q4 |
| MORGAN STANLEY | ADD | 1,262,916 | 1,867,363 | +47.9% | $161.2M | 2025-Q4 |
| Connor, Clark & Lunn Investment Management Ltd. | TRIM | 1,868,038 | 1,384,021 | -25.9% | $119.6M | 2025-Q4 |
No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.
3 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 3.3/10.
BULLISH
INST-CLUSTER
5/10
An institutional cluster for Imperial Oil Ltd (IMO) shows 5 funds adding $271.9M in Q3 2025, led by
Jun 11, 2026
NEUTRAL
8-K
3/10
Imperial Oil filed an 8-K furnishing slides from its 2026 annual general meeting presentation. The s
May 4, 2026
NEUTRAL
8-K
2/10
Imperial Oil announced it will hold a first quarter 2026 earnings call on May 1, 2026, following the
Apr 15, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Historical analyst distribution (last covering-analyst action Feb 2026): 5% buy across 22 analysts — 0 strong buy, 1 buy, 8 hold, 11 sell, 2 strong sell. No current recommendation available.
Analyst Price Targets
Historical data — last covering-analyst action Feb 2026. No current recommendation available.
$108.70 mean target (Feb 2026)
$108.70 Low
$108.70 High
| Metric | Value |
|---|---|
| Current Price | $121.29 |
| Target Low | $108.70 |
| Target Mean | $108.70 |
| Target Median | $108.70 |
| Target High | $108.70 |
| # Analysts | 1 |
| Recommendation | — (no recent coverage) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$4.13 | $3.22 | $5.33 | 122.1% | +13.1% | 3↑ 1↓ | $22.3B | 98.1% | 5 |
| Next Q 2026-09-30 |
$3.91 | $2.57 | $4.43 | 80.0% | +16.0% | 4↑ 0↓ | $21.7B | 80.0% | 5 |
| Current FY 2026-12-31 |
$13.60 | $11.23 | $14.68 | 59.5% | +19.4% | 5↑ 1↓ | $61.7B | 31.1% | 6 |
| Next FY 2027-12-31 |
$10.45 | $6.10 | $13.73 | -23.2% | +4.5% | 4↑ 2↓ | $58.6B | -5.0% | 10 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $4.130 | |
| 7d ago | $4.641 | -0.511 |
| 30d ago | $3.654 | +0.477 |
| 60d ago | $2.391 | +1.739 |
| 90d ago | $1.548 | +2.582 |
1 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.
Historical Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Feb 23, 2026 | RBC Capital | DOWNGRADE | Sector Perform | Underperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| 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% | |
| Jan 1, 2026 | 0 | 1 | 10 | 10 | 2 | 4% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 13, 2026
short_interest
FTD: IMO — 7,500 shares ($1.0M) failed to deliver
Settlement: 20260513, Price: $133.42, FTD Value: $1,000,650, IMPERIAL OIL LTD
May 8, 2026
short_interest
FTD: IMO — 6,441 shares ($0.8M) failed to deliver
Settlement: 20260508, Price: $125.84, FTD Value: $810,535.44, IMPERIAL OIL LTD
May 7, 2026
short_interest
FTD: IMO — 6,981 shares ($0.9M) failed to deliver
Settlement: 20260507, Price: $127.84, FTD Value: $892,451.04, IMPERIAL OIL LTD
May 4, 2026
short_interest
FTD: IMO — 17,170 shares ($2.2M) failed to deliver
Settlement: 20260504, Price: $128.48, FTD Value: $2,206,001.6, IMPERIAL OIL LTD
May 1, 2026
short_volume
Short Volume: IMO — 76.5% short (0.4M / 0.5M)
Short: 406,437 | Exempt: 300 | TRF Vol: 531,336 | Short Ratio: 76.5% | Off-exchange volume (dark pool + OTC)
May 1, 2026
short_interest
FTD: IMO — 49,339 shares ($6.6M) failed to deliver
Settlement: 20260501, Price: $134.02, FTD Value: $6,612,412.78, IMPERIAL OIL LTD
Apr 30, 2026
short_interest
FTD: IMO — 11,920 shares ($1.6M) failed to deliver
Settlement: 20260430, Price: $130.61, FTD Value: $1,556,871.2, IMPERIAL OIL LTD
Apr 29, 2026
short_interest
FTD: IMO — 79,979 shares ($10.2M) failed to deliver
Settlement: 20260429, Price: $127.49, FTD Value: $10,196,522.71, IMPERIAL OIL LTD
Apr 28, 2026
short_interest
FTD: IMO — 55,384 shares ($7.0M) failed to deliver
Settlement: 20260428, Price: $125.89, FTD Value: $6,972,291.76, IMPERIAL OIL LTD
Apr 27, 2026
short_interest
FTD: IMO — 9,153 shares ($1.1M) failed to deliver
Settlement: 20260427, Price: $124.37, FTD Value: $1,138,358.61, IMPERIAL OIL LTD
Apr 24, 2026
short_interest
FTD: IMO — 31,530 shares ($4.0M) failed to deliver
Settlement: 20260424, Price: $126.73, FTD Value: $3,995,796.9, IMPERIAL OIL LTD
Apr 23, 2026
short_interest
FTD: IMO — 31,137 shares ($3.9M) failed to deliver
Settlement: 20260423, Price: $125.20, FTD Value: $3,898,352.4, IMPERIAL OIL LTD
Apr 22, 2026
short_interest
FTD: IMO — 13,901 shares ($1.7M) failed to deliver
Settlement: 20260422, Price: $123.81, FTD Value: $1,721,082.81, IMPERIAL OIL LTD
Apr 17, 2026
short_interest
FTD: IMO — 36,456 shares ($4.6M) failed to deliver
Settlement: 20260417, Price: $125.77, FTD Value: $4,585,071.12, IMPERIAL OIL LTD
Apr 14, 2026
short_interest
FTD: IMO — 16,604 shares ($2.2M) failed to deliver
Settlement: 20260414, Price: $130.19, FTD Value: $2,161,674.76, IMPERIAL OIL LTD