Imperial Oil Limited Website

Imperial Oil Limited

TSX-IMO

Company Overview

Imperial Oil Limited engages in exploration, production, and sale of crude oil and natural gas in Canada. The company operates through three segments: Upstream, Downstream and Chemical segments. The Upstream segment explores for, and produces crude oil, natural gas, synthetic oil, and bitumen. As of December 31, 2021, this segment had 386 million oil-equivalent barrels of proved undeveloped reserves. The Downstream segment is involved in the transportation and refining of crude oil, blending of refined products and the distribution, and marketing of refined products. It also transports crude oil to refineries by contracted pipelines, common carrier pipelines, and rail; maintains a distribution system to move petroleum products to market by pipeline, tanker, rail, and road transport; and owns and operates fuel terminals, natural gas liquids, and products pipelines in Alberta, Manitoba, and Ontario. In addition, this segment markets and supplies petroleum products to motoring public through approximately 2,400 Esso and Mobil-branded sites. Further, it sells petroleum products, including fuel, asphalt, and lubricants for industrial and transportation customers, independent marketers, and resellers, as well as other refiners serving the agriculture, residential heating, and commercial markets through branded fuel and lubricant resellers. The Chemical segment manufactures and markets various petrochemicals, benzene, aromatic and aliphatic solvents, plasticizer intermediates, and polyethylene resin. Imperial Oil Limited has a strategic agreement with E3 Metals Corp. to advance a lithium-extraction pilot in Alberta. The company was incorporated in 1880 and is headquartered in Calgary, Canada. Imperial Oil Limited is a subsidiary of Exxon Mobil Corporation.

  • Name

    Imperial Oil Limited

  • CEO

    John R. Whelan

  • Website

    www.imperialoil.ca

  • Sector

    Oil, Gas and Consumable Fuels

  • Year Founded

    1880

Company Statistics

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What's happening

Nov 12, 2025 - Dec 12, 2025

Imperial Oil Ltd Faces Analyst Caution Amid Declining Stock Performance

  • Analysts recommend a cautious approach, with multiple sell ratings impacting investor sentiment.
  • Despite solid earnings metrics, production levels raise concerns about future growth potential.
  • The stock underperformed the S&P 500 by 5.1%, highlighting broader market challenges.

Over the past month, Imperial Oil Limited (IMO) experienced a decline of 4.4%, significantly underperforming relative to the S&P 500's return of 0.7%. This performance gap of 5.1% reflects challenges faced by IMO amid shifting analyst sentiments and company-specific developments. A consensus recommendation from analysts to "Reduce," which includes five sell ratings and six holds, indicates growing caution among investors regarding the stock's outlook.

Recent reports indicate that TD Securities reiterated its sell rating on IMO while CIBC downgraded it to strong sell, further contributing to negative sentiment surrounding the stock despite maintaining a market capitalization of approximately $48.79 billion and announcing a quarterly dividend yielding 2.9%. These factors have not bolstered investor confidence in light of unfavorable analyst outlooks.

Operationally, Imperial Oil reported earnings per share at C$2.17 for the last quarter alongside robust metrics such as a net margin of 10% and return on equity at 21.23%. However, production levels averaged only 398,000 barrels of oil equivalent per day against an estimated reserve base of around 5.2 billion barrels—factors that may have contributed to mixed analyst ratings reflecting cautious perspectives on future growth potential.

Although there were earlier bullish signals in November when analysts noted significant reserves and positive earnings results, subsequent revisions from firms like Morgan Stanley indicated more conservative price targets for IMO shares—raising it slightly from C$97 to C$101 but still suggesting limited upside potential given current market dynamics.

Overall, while Imperial Oil Ltd outperformed the Energy (XLE) sector by an impressive margin of 45.4%, its struggles within this context reveal underlying vulnerabilities that investors must navigate carefully amid fluctuating energy prices and evolving market conditions.

TSX:IMO