CNQ

CANADIAN NATURAL RESOURCES LTD

NYSE · Crude Petroleum & Natural Gas · Inc. A0 · CIK 0001017413
$44.81 -3.20% $96.6B
3 Institutional Exits
Vol
Market Cap$96.6B
Cap SizeLarge Cap
Analyst ConsensusBuy (54%)
Inst. Holders8 funds
Inst. Value$7.8B
Inst. Activity0 buys / 3 sells
Reddit Sentiment67° Warm
SEC Reports3
Exchange NYSE·Sector Crude Petroleum & Natural Gas·Inc. A0·CIK 0001017413·Prev Close $46.29

Recent Activity

Price Targets

$45.43 +1.4% upside Hold
Current $44.81 Low $40.57 Median $44.47 High $52.21 4 analysts
$40.57 $52.21

Analyst Ratings

Hold54% buy · 24 analysts
1Strong Buy
12Buy
9Hold
2Sell
0Strong Sell
Recent 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
VANGUARD GROUP INC$3.2B
FMR LLC$3.1BTRIM
YACKTMAN ASSET MANAGEMENT LP$635.5M
MORGAN STANLEY$370.5MTRIM
CHARLES SCHWAB INVESTMENT MANAGEMENT$236.8MNEW

Reddit Sentiment

67°
Warm
Bearish Neutral Bullish
2 mentions 2 bullish 0 bearish
8 institutional holders with $7.8B total value (230,978,403 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, YACKTMAN. Net selling activity: 3 institutions trimmed/exited vs 0 added.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC93,305,198$3.2B40.4%
2FMR LLC91,223,138$3.1B39.5%TRIM -27.8%
3YACKTMAN ASSET MANAGEMENT LP18,775,420$635.5M8.1%
4MORGAN STANLEY10,946,534$370.5M4.7%TRIM -26.0%
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC6,982,395$236.8M3.0%NEW
6BANK OF AMERICA CORP /DE/6,849,876$231.9M3.0%TRIM -25.3%
7TWO SIGMA INVESTMENTS, LP1,537,075$52.0M0.7%TRIM -54.2%
8WELLS FARGO & COMPANY/MN1,358,767$46.1M0.6%ADD +69.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
BANK OF AMERICA CORP /DE/TRIM9,172,8736,849,876-25.3%$231.9M2025-Q4
TWO SIGMA INVESTMENTS, LPTRIM3,354,0201,537,075-54.2%$52.0M2025-Q4
RENAISSANCE TECHNOLOGIES LLCEXIT188,7000-100.0%$0.002025-Q4
UBS Group AGTRIM5,666,7962,856,358-49.6%$91.3M2025-Q3
RENAISSANCE TECHNOLOGIES LLCNEAR_EXIT894,200188,700-78.9%$6.0M2025-Q3
MORGAN STANLEYTRIM14,565,01510,776,512-26.0%$338.4M2025-Q2
BANK OF AMERICA CORP /DE/TRIM15,552,9067,801,751-49.8%$245.0M2025-Q2
UBS Group AGDOUBLED2,480,5335,666,796+128.5%$177.9M2025-Q2
WELLS FARGO & COMPANY/MNADD745,3351,259,712+69.0%$39.6M2025-Q2
RENAISSANCE TECHNOLOGIES LLCTRIM1,628,600894,200-45.1%$28.1M2025-Q2
FMR LLCTRIM92,550,10466,780,629-27.8%$2.1B2025-Q1
MORGAN STANLEYADD9,363,19014,565,015+55.6%$448.6M2025-Q1
CITADEL ADVISORS LLCADD3,189,3946,366,956+99.6%$196.1M2025-Q1
TWO SIGMA INVESTMENTS, LPADD2,498,3943,210,366+28.5%$98.9M2025-Q1
RENAISSANCE TECHNOLOGIES LLCADD1,062,6001,628,600+53.3%$50.2M2025-Q1
MORGAN STANLEYTRIM15,724,7339,363,190-40.5%$289.0M2024-Q4
RENAISSANCE TECHNOLOGIES LLCTRIM1,520,0001,062,600-30.1%$32.8M2024-Q4
MORGAN STANLEYADD11,402,22815,724,733+37.9%$522.2M2024-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW5,675,934$188.7M2024-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.

Current analyst consensus: Hold (54% buy). Based on 24 analysts: 1 strong buy, 12 buy, 9 hold, 2 sell, 0 strong sell.

Analyst Price Targets

$45.43 mean target +1.4% upside Hold (2.23)
$40.57 Low $52.21 High
MetricValue
Current Price$44.81
Target Low$40.57
Target Mean$45.43
Target Median$44.47
Target High$52.21
# Analysts4
RecommendationHold (2.23)

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.

Individual 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 2mo 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