Imperial Oil Limited (TSE:IMO) Given Consensus Recommendation of “Reduce” by Analysts

Imperial Oil Limited (TSE:IMO) (NYSEMKT:IMO) has been given a consensus rating of “Reduce” by the twelve research firms that are currently covering the company, MarketBeat Ratings reports. Six analysts have rated the stock with a sell rating and six have assigned a hold rating to the company. The average 12 month price target among brokers that have covered the stock in the last year is C$112.30.

A number of brokerages have recently weighed in on IMO. CIBC lowered Imperial Oil from a “neutral” rating to an “underperform” rating and boosted their price target for the stock from C$108.00 to C$110.00 in a research note on Wednesday, October 15th. TD Securities dropped their target price on shares of Imperial Oil from C$107.00 to C$106.00 in a research report on Tuesday, December 16th. Cibc World Mkts lowered shares of Imperial Oil from a “hold” rating to a “strong sell” rating in a research note on Tuesday, October 14th. BMO Capital Markets downgraded shares of Imperial Oil from an “outperform” rating to a “market perform” rating and lowered their price objective for the stock from C$132.00 to C$129.00 in a research note on Monday, December 15th. Finally, Raymond James Financial cut their target price on Imperial Oil from C$111.00 to C$110.00 in a research report on Tuesday, December 16th.

Key Stores Impacting Imperial Oil

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

• Positive Sentiment: Zacks nudged up near-term quarter estimates and FY2025: Q2 2026 to $1.64 (from $1.63), Q3 2026 to $1.88 (from $1.87), and raised FY2025 to $6.91 (from $6.89). These marginal increases suggest resilience in short‑term earnings.
• Neutral Sentiment: Zacks also raised its Q4 2025 estimate to $1.46 (from $1.44) — a small move that is unlikely by itself to materially change consensus valuation.
• Negative Sentiment: Zacks cut longer‑range and full‑year forecasts: Q4 2026 trimmed to $1.75 (from $1.82), FY2026 to $6.86 (from $6.90), and analysts lowered FY2027 to $8.14 (from $8.21). Those downward revisions reduce forward EPS and likely pressure multiples and investor expectations.
• Negative Sentiment: Broker target/expectation cuts from major firms: Raymond James lowered its price target to C$110.00 and TD Securities published a note lowering expectations — both moves can prompt selling or reduce upside for the stock. Raymond James Financial Lowers Imperial Oil (TSE:IMO) Price Target to C$110.00 TD Securities Has Lowered Expectations for Imperial Oil (TSE:IMO) Stock Price

Imperial Oil Price Performance

Shares of IMO opened at C$116.04 on Friday. The company has a 50 day moving average of C$128.88 and a two-hundred day moving average of C$121.20. The company has a quick ratio of 0.98, a current ratio of 1.44 and a debt-to-equity ratio of 18.04. Imperial Oil has a twelve month low of C$82.98 and a twelve month high of C$141.17. The company has a market cap of C$57.66 billion, a price-to-earnings ratio of 14.82, a price-to-earnings-growth ratio of 0.21 and a beta of 1.04.

Imperial Oil (TSE:IMO) (NYSEMKT:IMO) last issued its quarterly earnings data on Friday, October 31st. The company reported C$2.17 EPS for the quarter. Imperial Oil had a return on equity of 21.23% and a net margin of 10.00%.The firm had revenue of C$11.99 billion during the quarter. As a group, analysts predict that Imperial Oil will post 8.6164609 earnings per share for the current fiscal year.

Imperial Oil Cuts Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, January 1st. Stockholders of record on Thursday, January 1st will be issued a $0.72 dividend. The ex-dividend date of this dividend is Wednesday, December 3rd. This represents a $2.88 dividend on an annualized basis and a dividend yield of 2.5%. Imperial Oil’s dividend payout ratio is currently 35.25%.

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.