Analysts Issue Forecasts for Imperial Oil FY2025 Earnings

Imperial Oil Limited (TSE:IMO) (NYSEMKT:IMO) – Stock analysts at Zacks Research dropped their FY2025 earnings per share estimates for shares of Imperial Oil in a research report issued to clients and investors on Monday, January 12th. Zacks Research analyst Team now anticipates that the company will earn $6.94 per share for the year, down from their prior estimate of $7.90. 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 Q1 2026 earnings at $1.59 EPS, Q4 2026 earnings at $1.76 EPS, FY2026 earnings at $6.90 EPS, Q1 2027 earnings at $2.87 EPS, Q2 2027 earnings at $1.94 EPS, Q3 2027 earnings at $1.63 EPS and FY2027 earnings at $8.15 EPS.

A number of other brokerages also recently commented on IMO. Raymond James Financial lowered their price target on shares of Imperial Oil from C$111.00 to C$110.00 in a report on Tuesday, December 16th. Morgan Stanley upped their price objective on Imperial Oil from C$97.00 to C$101.00 in a research report on Thursday, November 20th. JPMorgan Chase & Co. lifted their target price on Imperial Oil from C$101.00 to C$110.00 in a report on Thursday, October 23rd. Cibc World Mkts downgraded Imperial Oil from a “hold” rating to a “strong sell” rating in a research report on Tuesday, October 14th. Finally, Desjardins increased their price target on Imperial Oil from C$114.00 to C$120.00 and gave the company a “sell” rating in a report on Monday, November 24th. Six investment analysts have rated the stock with a Hold rating and six have assigned a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Reduce” and a consensus price target of C$113.90.

Imperial Oil Stock Performance

Shares of TSE:IMO opened at C$133.89 on Wednesday. The firm has a fifty day simple moving average of C$128.17 and a two-hundred day simple moving average of C$123.11. Imperial Oil has a 52 week low of C$82.98 and a 52 week high of C$141.17. The company has a quick ratio of 0.98, a current ratio of 1.44 and a debt-to-equity ratio of 18.04. The stock has a market capitalization of C$66.52 billion, a P/E ratio of 17.10, a PEG ratio of 0.21 and a beta of 0.89.

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

Imperial Oil Cuts Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, January 1st. Stockholders of record on Thursday, January 1st were paid 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 2.2%. Imperial Oil’s dividend payout ratio is currently 35.25%.

Key Headlines Impacting Imperial Oil

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

• Positive Sentiment: UBS reaffirmed its buy rating on IMO, which supports investor confidence in the stock’s medium‑term outlook and suggests continued analyst backing. UBS Sticks to Its Buy Rating for Imperial Oil (IMO)
• Positive Sentiment: Zacks Research nudged several near‑term and FY2026/FY2027 EPS estimates slightly higher (small bumps to Q1/Q2/Q3/Q4 2026–2027 and FY2026–FY2027), implying modestly improved earnings trajectory beyond FY2025. Zacks Research estimates (MarketBeat)
• Neutral Sentiment: Imperial scheduled its 2025 fourth‑quarter earnings call — a routine event that will provide updated operating results and management commentary; outcomes and guidance from that call will likely drive short‑term volatility. Imperial to hold 2025 Fourth Quarter Earnings Call
• Negative Sentiment: Crucially, Zacks cut its FY2025 EPS estimate materially (from $7.90 to $6.94), signaling weaker near‑term earnings expectations versus prior forecasts — a likely driver of the share‑price weakness as investors mark down near‑term earnings power. Zacks Research estimates (MarketBeat)

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.