IMO

IMPERIAL OIL LTD

NYSE · Petroleum Refining · CIK 0000049938
$122.55 +0.68% $59.3B
Vol
Market Cap$59.3B
Cap SizeLarge Cap
Inst. Holders8 funds
Inst. Value$5.9B
Inst. Activity2 buys / 1 sells
SEC Reports2
Exchange NYSE·Sector Petroleum Refining·CIK 0000049938·Prev Close $121.72

Recent Activity

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.
BANK OF AMERICA CORP — TRIM
2,875,903 shares ($248.2M)
Inst.
MORGAN STANLEY — ADD
1,867,363 shares ($161.2M)
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

Price Targets

Historical data — last covering-analyst action Feb 2026. No current recommendation available.
$109.02 (Feb 2026)
Current $118.98 Low $109.02 Median $109.02 High $109.02 1 analysts
$109.02 $109.02

Analyst Ratings

Historical distribution5% buy · 22 analysts · last covering-analyst action Feb 2026
0Strong Buy
1Buy
8Hold
11Sell
2Strong Sell
Historical Analyst Actions
DateFirmActionRating
Feb 23, 2026 RBC Capital DOWNGRADE Sector Perform → Underperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
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

Top Institutional Holders

FundValueMove
FMR LLC$4.9B
VANGUARD GROUP INC$575.8M
BANK OF AMERICA CORP$248.2MTRIM
MORGAN STANLEY$161.2MADD
CHARLES SCHWAB INVESTMENT MANAGEMENT$48.2MNEW
8 institutional holders with $5.9B total value (68,296,522 shares) as of 2025-Q4. Top holders: FMR, VANGUARD, BANK. Net buying activity: 2 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1FMR LLC56,181,276$4.9B82.3%
2VANGUARD GROUP INC6,664,936$575.8M9.8%
3BANK OF AMERICA CORP /DE/2,875,903$248.2M4.2%TRIM -25.1%
4MORGAN STANLEY1,867,363$161.2M2.7%ADD +47.9%
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC557,538$48.2M0.8%NEW
6WELLS FARGO & COMPANY/MN135,906$11.7M0.2%DOUBLED +428.4%
7TWO SIGMA INVESTMENTS, LP9,900$854.5K0.0%TRIM -67.3%
8RENAISSANCE TECHNOLOGIES LLC3,700$319.3K0.0%NEW

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
BANK OF AMERICA CORP /DE/TRIM3,840,6452,875,903-25.1%$248.2M2025-Q4
MORGAN STANLEYADD1,262,9161,867,363+47.9%$161.2M2025-Q4
RENAISSANCE TECHNOLOGIES LLCNEW3,700$319.3K2025-Q4
BANK OF AMERICA CORP /DE/ADD2,945,5283,840,645+30.4%$348.5M2025-Q3
UBS Group AGDOUBLED210,9261,406,624+566.9%$127.6M2025-Q3
MORGAN STANLEYADD1,000,0201,262,916+26.3%$114.6M2025-Q3
WELLS FARGO & COMPANY/MNDOUBLED24,334128,572+428.4%$11.7M2025-Q3
TWO SIGMA INVESTMENTS, LPTRIM33,00010,800-67.3%$980.0K2025-Q3
RENAISSANCE TECHNOLOGIES LLCEXIT29,1950-100.0%$0.002025-Q3
BANK OF AMERICA CORP /DE/ADD2,237,5432,945,528+31.6%$234.1M2025-Q2
UBS Group AGTRIM353,623210,926-40.4%$16.8M2025-Q2
TWO SIGMA INVESTMENTS, LPTRIM53,38733,000-38.2%$2.6M2025-Q2
RENAISSANCE TECHNOLOGIES LLCDOUBLED11,20029,195+160.7%$2.3M2025-Q2
WELLS FARGO & COMPANY/MNTRIM48,33824,334-49.7%$1.9M2025-Q2
CITADEL ADVISORS LLCDOUBLED30,961129,941+319.7%$9.4M2025-Q1
TWO SIGMA INVESTMENTS, LPTRIM92,16853,387-42.1%$3.9M2025-Q1
WELLS FARGO & COMPANY/MNDOUBLED9,63048,338+402.0%$3.5M2025-Q1
RENAISSANCE TECHNOLOGIES LLCNEW11,200$810.0K2025-Q1
UBS Group AGDOUBLED80,658313,568+288.8%$19.3M2024-Q4
CITADEL ADVISORS LLCTRIM69,79930,961-55.6%$1.9M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW548,554$38.6M2024-Q3

No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.

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.
$109.02 mean target (Feb 2026)
$109.02 Low $109.02 High
MetricValue
Current Price$118.98
Target Low$109.02
Target Mean$109.02
Target Median$109.02
Target High$109.02
# Analysts1
Recommendation— (no recent coverage)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
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

TimepointEPS EstimateChange
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

DateAnalyst FirmActionPrevious RatingNew Rating
Feb 23, 2026 RBC Capital DOWNGRADE Sector Perform Underperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20260181125%
May 1, 20260181125%
Apr 1, 20260181125%
Mar 1, 20260181224%
Feb 1, 202601101024%
Jan 1, 202601101024%
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