Zacks Research Increases Earnings Estimates for Imperial Oil

Imperial Oil Limited (NYSEAMERICAN:IMO) (TSE:IMO) – Analysts at Zacks Research increased their Q1 2026 earnings estimates for shares of Imperial Oil in a note issued to investors on Monday, January 12th. Zacks Research analyst Team now forecasts that the energy company will post earnings of $1.16 per share for the quarter, up from their previous forecast of $1.15. Zacks Research has a “Hold” rating on the stock. The consensus estimate for Imperial Oil’s current full-year earnings is $5.82 per share. Zacks Research also issued estimates for Imperial Oil’s Q4 2026 earnings at $1.29 EPS, FY2026 earnings at $5.04 EPS, Q3 2027 earnings at $1.19 EPS and FY2027 earnings at $5.95 EPS.

Other equities research analysts have also recently issued research reports about the stock. TD Securities reiterated a “sell” rating on shares of Imperial Oil in a research report on Tuesday, November 4th. Raymond James Financial downgraded Imperial Oil from a “hold” rating to a “strong sell” rating in a research note on Monday, December 8th. Cibc World Mkts downgraded Imperial Oil from a “hold” rating to a “strong sell” rating in a report on Tuesday, October 14th. BMO Capital Markets cut Imperial Oil from an “outperform” rating to a “market perform” rating in a report on Monday, December 15th. Finally, Royal Bank Of Canada restated a “sector perform” rating on shares of Imperial Oil in a research report on Wednesday, November 5th. Six investment analysts have rated the stock with a Hold rating and five have assigned a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Reduce” and a consensus target price of $115.00.

Imperial Oil Stock Up 3.8%

NYSEAMERICAN IMO opened at $96.05 on Wednesday. The stock has a fifty day moving average of $91.93 and a 200-day moving average of $88.72. The company has a debt-to-equity ratio of 0.17, a quick ratio of 1.17 and a current ratio of 1.47. The stock has a market capitalization of $46.45 billion, a P/E ratio of 17.31 and a beta of 0.70. Imperial Oil has a 52 week low of $58.76 and a 52 week high of $101.01.

Hedge Funds Weigh In On Imperial Oil

Institutional investors and hedge funds have recently modified their holdings of the business. IMG Wealth Management Inc. acquired a new stake in Imperial Oil during the 2nd quarter worth approximately $28,000. MAI Capital Management lifted its position in Imperial Oil by 2,275.0% in the 2nd quarter. MAI Capital Management now owns 380 shares of the energy company’s stock valued at $30,000 after acquiring an additional 364 shares in the last quarter. Westside Investment Management Inc. boosted its stake in Imperial Oil by 100.0% in the 3rd quarter. Westside Investment Management Inc. now owns 426 shares of the energy company’s stock worth $38,000 after purchasing an additional 213 shares during the period. Smartleaf Asset Management LLC increased its holdings in Imperial Oil by 64.8% during the 3rd quarter. Smartleaf Asset Management LLC now owns 430 shares of the energy company’s stock worth $40,000 after purchasing an additional 169 shares in the last quarter. Finally, Northwestern Mutual Wealth Management Co. raised its stake in shares of Imperial Oil by 737.7% in the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 511 shares of the energy company’s stock valued at $46,000 after purchasing an additional 450 shares during the period. 20.74% of the stock is currently owned by institutional investors and hedge funds.

Imperial Oil Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, January 1st. Stockholders of record on Wednesday, December 3rd were given a dividend of $0.72 per share. The ex-dividend date of this dividend was Wednesday, December 3rd. This represents a $2.88 dividend on an annualized basis and a dividend yield of 3.0%. Imperial Oil’s dividend payout ratio (DPR) is currently 31.26%.

Trending Headlines about Imperial Oil

Here are the key news stories impacting Imperial Oil this week:

• Positive Sentiment: Zacks Research raised multiple near-term and FY EPS estimates (Q1–Q4 2025/26, Q3 2026/Q3 2027 and FY2025–FY2027), signaling slightly stronger earnings expectations across several periods — a positive catalyst for the stock. Zacks estimate revisions (MarketBeat)
• Positive Sentiment: Yahoo Finance published a note highlighting growth in Imperial Oil’s returns on capital, which supports valuation improvement and investor confidence in operational performance. Imperial Oil Is Experiencing Growth In Returns On Capital
• Neutral Sentiment: Despite the estimate changes, Zacks maintains a “Hold” rating and the consensus full‑year EPS remains around $5.82 — indicating analyst caution and limiting a strong re-rating unless guidance or commodity tailwinds change. Zacks rating and consensus (MarketBeat)
• Negative Sentiment: Zacks trimmed its Q4 2027 EPS estimate slightly (from $1.26 to $1.25), a minor negative that suggests some uncertainty about longer‑term quarterly momentum. Q4 2027 estimate cut (MarketBeat)

About Imperial Oil

Imperial Oil (NYSEAMERICAN: IMO) is a Canadian integrated energy company involved in the exploration, production, refining and marketing of petroleum and petrochemical products. Headquartered in Calgary, Alberta, Imperial has operated in Canada for well over a century and is one of the country’s long-standing energy firms. The company is majority-owned by Exxon Mobil Corporation, which provides strategic and technical links to global upstream and downstream capabilities.

Imperial’s operations span upstream activities—exploration and production of crude oil, natural gas and oil-sands resources—and downstream operations including refining, manufacturing of fuels and lubricants, petrochemical products, and retail distribution.