Q4 EPS Estimates for Imperial Oil Lifted by Zacks Research

Imperial Oil Limited (TSE:IMO) (NYSEMKT:IMO) – Equities research analysts at Zacks Research lifted their Q4 2025 earnings per share estimates for Imperial Oil in a research report issued on Monday, January 12th. Zacks Research analyst Team now expects that the company will post earnings per share of $1.49 for the quarter, up from their prior estimate of $1.46. The consensus estimate for Imperial Oil’s current full-year earnings is $8.62 per share. Zacks Research also issued estimates for Imperial Oil’s Q2 2026 earnings at $1.65 EPS and Q3 2026 earnings at $1.89 EPS.

Imperial Oil (TSE:IMO) (NYSEMKT:IMO) last posted its quarterly earnings data on Friday, October 31st. The company reported C$2.17 earnings per share for the quarter. The business had revenue of C$11.99 billion for the quarter. Imperial Oil had a return on equity of 21.23% and a net margin of 10.00%.

Several other research firms have also weighed in on IMO. TD Securities reduced their price target on shares of Imperial Oil from C$107.00 to C$106.00 in a research report on Tuesday, December 16th. BMO Capital Markets cut shares of Imperial Oil from an “outperform” rating to a “market perform” rating and dropped their target price for the company from C$132.00 to C$129.00 in a research note on Monday, December 15th. Morgan Stanley increased their target price on shares of Imperial Oil from C$97.00 to C$101.00 in a research report on Thursday, November 20th. JPMorgan Chase & Co. raised their price target on shares of Imperial Oil from C$101.00 to C$110.00 in a research note on Thursday, October 23rd. Finally, Desjardins upped their price objective on Imperial Oil from C$114.00 to C$120.00 and gave the company a “sell” rating in a research note on Monday, November 24th. Six research analysts have rated the stock with a Hold rating and six have given a Sell rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Reduce” and an average target price of C$113.90.

Imperial Oil Trading Up 3.1%

TSE IMO opened at C$137.43 on Tuesday. The stock has a market capitalization of C$68.28 billion, a price-to-earnings ratio of 17.55, a PEG ratio of 0.21 and a beta of 0.89. Imperial Oil has a one year low of C$82.98 and a one year high of C$141.17. The company has a debt-to-equity ratio of 18.04, a current ratio of 1.44 and a quick ratio of 0.98. The business’s fifty day moving average is C$128.06 and its 200-day moving average is C$123.04.

Imperial Oil Cuts Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, January 1st. Stockholders of record on Thursday, January 1st were given a $0.72 dividend. The ex-dividend date of this dividend was Wednesday, December 3rd. This represents a $2.88 annualized dividend and a dividend yield of 2.1%. Imperial Oil’s payout ratio is 35.25%.

Imperial Oil News Summary

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

• Positive Sentiment: Zacks Research raised multiple quarterly and yearly EPS estimates (small bumps to Q1–Q3 2026, Q1–Q3 2027, Q4 2026 and FY2026/FY2027), signaling a modestly improved earnings outlook for 2026–2027 — this is the primary bullish driver lifting the stock. MarketBeat Zacks Coverage
• Negative Sentiment: Zacks cut its FY2025 EPS estimate materially (from C$7.90 to C$6.94), which is a negative revision for the nearer term and may cap upside until the company demonstrates recovery or clearer commodity/margin improvements. MarketBeat Zacks Coverage
• Negative Sentiment: Royal Bank of Canada lowered its price target on IMO to C$116.00 and left a “sector perform” rating, which introduces downside guidance relative to the current share price and can pressure sentiment. BayStreet.CA: RBC Target Cut

Imperial Oil Company Profile

Imperial Oil is one of Canada’s largest integrated oil companies, focusing on upstream operations, petroleum refining operations, and the marketing of petroleum products. Production averaged 398 thousand barrels of oil equivalent per day in 2020. The company estimates that it holds 5.2 billion boe of proved and probable crude oil and natural gas reserves. Imperial remains the largest refiner of petroleum products in Canada, operating three refineries with a combined processing capacity of 421 mboe/d.