CNQ

CANADIAN NATURAL RESOURCES LTD

NYSE · Crude Petroleum & Natural Gas · Inc. A0 · CIK 0001017413
$45.30 -0.31% $94.5B
25 New Institutional Positions14 Institutional Exits
Vol
Market Cap$94.5B
Cap SizeLarge Cap
Inst. Holders50 funds
Inst. Value$63.9B
Inst. Activity25 buys / 14 sells
Reddit Sentiment67° Warm
SEC Reports3
Exchange NYSE·Sector Crude Petroleum & Natural Gas·Inc. A0·CIK 0001017413·Prev Close $45.44

Recent Activity

Price Targets

Historical data — last covering-analyst action Mar 2026. No current recommendation available.
$46.53 (Mar 2026)
Current $45.30 Low $40.46 Median $46.80 High $52.07 4 analysts
$40.46 $52.07

Analyst Ratings

Historical distribution54% buy · 24 analysts · last covering-analyst action Mar 2026
1Strong Buy
12Buy
9Hold
2Sell
0Strong Sell
Historical Analyst Actions
DateFirmActionRating
Mar 12, 2026 Goldman Sachs MAINTAIN Buy → Buy
Mar 6, 2026 RBC Capital MAINTAIN Outperform → Outperform
Jan 2, 2026 Goldman Sachs MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.91 ▲ +23.1% $1.77 — $2.04 169% YoY 8
Next Q $1.53 ▲ +17.7% $1.25 — $1.73 78% YoY 7
Current FY $5.97 ▲ +11.5% $5.34 — $6.46 68% YoY 12
Next FY $5.09 ▲ +8.4% $3.50 — $6.50 -15% YoY 12

Top Institutional Holders

FundValueMove
Capital World Investors$9.6B
Capital Research Global Investors$8.0BADD
ROYAL BANK OF CANADA$6.1B
FMR LLC$4.2B
BANK OF MONTREAL /CAN/$3.1B

Reddit Sentiment

67°
Warm
Bearish Neutral Bullish
2 mentions 2 bullish 0 bearish
50 institutional holders with $63.9B total value (1,305,376,171 shares) as of 2026-Q1. Top holders: Capital, Capital, ROYAL. Net buying activity: 25 institutions added/increased vs 14 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1Capital World Investors197,679,763$9.6B15.1%
2Capital Research Global Investors164,432,659$8.0B12.6%ADD +31.5%
3ROYAL BANK OF CANADA124,812,950$6.1B9.5%
4FMR LLC85,203,825$4.2B6.5%
5BANK OF MONTREAL /CAN/63,903,165$3.1B4.9%
6VANGUARD CAPITAL MANAGEMENT LLC58,034,095$2.8B4.4%
7CIBC WORLD MARKET INC.44,886,474$2.2B3.4%
8CANADA PENSION PLAN INVESTMENT BOARD40,281,315$2.0B3.1%
9TD ASSET MANAGEMENT INC39,940,897$1.9B3.0%
10HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND37,457,500$1.8B2.9%
11TORONTO DOMINION BANK33,159,478$1.6B2.5%ADD +79.1%
12ARROWSTREET CAPITAL, LIMITED PARTNERSHIP28,956,345$1.4B2.2%NEW
131832 Asset Management L.P.27,936,558$1.4B2.1%
14MACKENZIE FINANCIAL CORP27,430,542$1.3B2.1%
15MANUFACTURERS LIFE INSURANCE COMPANY, THE26,746,244$1.3B2.0%
16GOLDMAN SACHS GROUP INC26,158,715$1.3B2.0%
17VANGUARD FIDUCIARY TRUST CO17,975,656$876.9M1.4%
18GQG Partners LLC17,555,471$853.7M1.3%NEW
19YACKTMAN ASSET MANAGEMENT LP16,541,598$806.1M1.3%
20CIBC Asset Management Inc15,698,709$766.4M1.2%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
TORONTO DOMINION BANKADD18,515,65533,159,478+79.1%$1.6B2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPNEW28,956,345$1.4B2026-Q1
GQG Partners LLCNEW17,555,471$853.7M2026-Q1
TD Waterhouse Canada Inc.DOUBLED6,758,44516,147,338+138.9%$739.5M2026-Q1
NATIONAL BANK OF CANADA /FI/TRIM18,566,78512,004,421-35.3%$579.6M2026-Q1
Capital International InvestorsDOUBLED1,609,8639,111,146+466.0%$444.5M2026-Q1
Alberta Investment Management CorpDOUBLED2,025,5008,876,883+338.3%$433.1M2026-Q1
FRANKLIN RESOURCES INCADD6,214,5648,000,836+28.7%$390.3M2026-Q1
BRITISH COLUMBIA INVESTMENT MANAGEMENT CorpDOUBLED1,648,9787,805,579+373.4%$380.8M2026-Q1
Egerton Capital (UK) LLPNEW5,690,211$277.1M2026-Q1
JANUS HENDERSON GROUP PLCTRIM7,495,7784,301,460-42.6%$209.5M2026-Q1
DEUTSCHE BANK AG\ADD2,113,0713,868,748+83.1%$188.5M2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/NEAR_EXIT11,616,3472,379,868-79.5%$161.5M2026-Q1
Korea Investment CORPADD786,7921,304,188+65.8%$63.4M2026-Q1
Ninety One UK LtdNEW1,194,306$58.1M2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLCTRIM2,352,288824,002-65.0%$40.2M2026-Q1
FIRST TRUST ADVISORS LPADD373,122618,454+65.8%$30.1M2026-Q1
Trexquant Investment LPNEW384,265$18.7M2026-Q1
VOYA INVESTMENT MANAGEMENT LLCADD117,874216,274+83.5%$10.5M2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLCTRIM409,873198,001-51.7%$9.7M2026-Q1
Swiss Life Asset Management LtdADD143,485182,513+27.2%$8.9M2026-Q1
Rockefeller Capital Management L.P.DOUBLED27,147131,027+382.7%$6.4M2026-Q1
LAZARD ASSET MANAGEMENT LLCTRIM305,118121,174-60.3%$5.9M2026-Q1
M&T BANK CORPDOUBLED7,34099,975+1262.1%$4.9M2026-Q1
CAPTRUST FINANCIAL ADVISORSADD49,68592,084+85.3%$4.5M2026-Q1

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 Mar 2026): 54% buy across 24 analysts — 1 strong buy, 12 buy, 9 hold, 2 sell, 0 strong sell. No current recommendation available.

Analyst Price Targets

Historical data — last covering-analyst action Mar 2026. No current recommendation available.
$46.53 mean target (Mar 2026)
$40.46 Low $52.07 High
MetricValue
Current Price$45.30
Target Low$40.46
Target Mean$46.53
Target Median$46.80
Target High$52.07
# Analysts4
Recommendation— (no recent coverage)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$1.91 $1.77 $2.04 169.0% +23.1% 6↑ 1↓ $12.9B 48.2% 8
Next Q
2026-09-30
$1.53 $1.25 $1.73 77.5% +17.7% 6↑ 0↓ $11.1B 17.0% 7
Current FY
2026-12-31
$5.97 $5.34 $6.46 68.2% +11.5% 8↑ 2↓ $46.2B 19.2% 12
Next FY
2027-12-31
$5.09 $3.50 $6.50 -14.7% +8.4% 8↑ 2↓ $41.8B -9.6% 12

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.910
7d ago$1.902+0.008
30d ago$1.552+0.358
60d ago$0.971+0.939
90d ago$0.567+1.343
2 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Historical Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Mar 12, 2026 Goldman Sachs MAINTAIN Buy Buy
Mar 6, 2026 RBC Capital MAINTAIN Outperform Outperform
Jan 2, 2026 Goldman Sachs MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202611292054%
May 1, 2026111102050%
Apr 1, 2026112101054%
Mar 1, 2026213100060%
Feb 1, 2026213100060%
Jan 1, 2026213100060%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

67°
Warm
Bearish Neutral Bullish
2 mentions 2 bullish 0 bearish 2 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Mar 13, 2026160° Warm101
Mar 13, 2026160° Warm101

Recent Reddit Threads

r/options Bullish 3mo ago
The tech and energy divergence started in January
▲ 1 💬 0 ⚡ 0.5
Jun 2, 2026
short_volume
Short Volume: CNQ — 59.9% short (1.0M / 1.6M)
Short: 983,222 | Exempt: 56 | TRF Vol: 1,641,830 | Short Ratio: 59.9% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: CNQ — 57.7% short (0.7M / 1.3M)
Short: 728,374 | Exempt: 2,128 | TRF Vol: 1,262,582 | Short Ratio: 57.7% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: CNQ — 58.3% short (0.8M / 1.3M)
Short: 773,892 | Exempt: 5,737 | TRF Vol: 1,327,788 | Short Ratio: 58.3% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: CNQ — 55.7% short (1.1M / 1.9M)
Short: 1,053,816 | Exempt: 27 | TRF Vol: 1,890,909 | Short Ratio: 55.7% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: CNQ — 62.2% short (1.5M / 2.5M)
Short: 1,529,977 | Exempt: 3 | TRF Vol: 2,460,748 | Short Ratio: 62.2% | Off-exchange volume (dark pool + OTC)
May 8, 2026
short_volume
Short Volume: CNQ — 57.5% short (1.4M / 2.4M)
Short: 1,391,509 | Exempt: 1,239 | TRF Vol: 2,421,115 | Short Ratio: 57.5% | Off-exchange volume (dark pool + OTC)
May 5, 2026
short_interest
FTD: CNQ — 23,400 shares ($1.1M) failed to deliver
Settlement: 20260505, Price: $47.58, FTD Value: $1,113,372, CANADIAN NATURAL RESOURCES LTD
May 4, 2026
short_interest
FTD: CNQ — 47,881 shares ($2.2M) failed to deliver
Settlement: 20260504, Price: $46.96, FTD Value: $2,248,491.76, CANADIAN NATURAL RESOURCES LTD
Apr 28, 2026
short_interest
FTD: CNQ — 2,311,655 shares ($104.1M) failed to deliver
Settlement: 20260428, Price: $45.02, FTD Value: $104,070,708.1, CANADIAN NATURAL RESOURCES LTD
Apr 23, 2026
short_volume
Short Volume: CNQ — 64.2% short (1.6M / 2.4M)
Short: 1,569,101 | Exempt: 77 | TRF Vol: 2,442,936 | Short Ratio: 64.2% | Off-exchange volume (dark pool + OTC)
Apr 15, 2026
short_interest
FTD: CNQ — 249,483 shares ($11.4M) failed to deliver
Settlement: 20260415, Price: $45.65, FTD Value: $11,388,898.95, CANADIAN NATURAL RESOURCES LTD
Apr 14, 2026
short_interest
FTD: CNQ — 238,420 shares ($11.2M) failed to deliver
Settlement: 20260414, Price: $46.85, FTD Value: $11,169,977, CANADIAN NATURAL RESOURCES LTD
Apr 10, 2026
short_interest
FTD: CNQ — 37,561 shares ($1.7M) failed to deliver
Settlement: 20260410, Price: $45.70, FTD Value: $1,716,537.7, CANADIAN NATURAL RESOURCES LTD
Apr 9, 2026
short_interest
FTD: CNQ — 55,595 shares ($2.6M) failed to deliver
Settlement: 20260409, Price: $46.43, FTD Value: $2,581,275.85, CANADIAN NATURAL RESOURCES LTD
Apr 2, 2026
short_interest
FTD: CNQ — 593,070 shares ($27.6M) failed to deliver
Settlement: 20260402, Price: $46.56, FTD Value: $27,613,339.2, CANADIAN NATURAL RESOURCES LTD