Imperial Oil SEC Filings

Imperial Oil Limited reported that on December 15, 2025 it issued a news release providing an update on its corporate guidance outlook for 2026. The company furnished this information as a Regulation FD disclosure so that all market participants have access to the same outlook.

The news release is included as Exhibit 99.1 to this report, with an additional cover page data file listed as Exhibit 104. The table of registered securities indicates that no class of the company’s securities is registered for trading on a U.S. exchange under Section 12(b) of the Exchange Act.

Imperial Oil Limited (IMO) filed an amended report to add specific compensation details for incoming leader J.R. (John) Whelan. In connection with his appointment as president effective April 1, 2025 and his additional roles as chairman and chief executive officer effective at the conclusion of the May 8, 2025 annual meeting, Whelan received a cash bonus of $1,328,537 on November 25, 2025, payable December 4, 2025, and a grant of 95,400 restricted stock units. The rest of the previously disclosed leadership transition, including the planned retirement of current chairman, president and CEO B.W. (Brad) Corson, remains unchanged.

Imperial Oil Limited reported third‑quarter results showing lower profitability year over year, primarily due to discrete items. Net income was C$539 million on C$12,049 million of total revenues and other income, with diluted EPS of C$1.07. Results include a C$406 million non‑cash impairment tied to the planned sale of the Calgary Imperial campus and a C$330 million restructuring charge related to workforce reductions.

Operations were solid despite softer commodity prices: Upstream net income was C$728 million with higher Kearl production, and Downstream net income was C$444 million as industry refining margins improved. Cash flow from operating activities reached C$1,798 million, supporting capital spending and returns. The company paid C$366 million in dividends and repurchased 12.2 million shares for C$1,469 million under its normal course issuer bid, and it plans to complete the remaining authorized repurchases prior to year end. Common shares outstanding were 496,861,027 as of September 30, 2025.

Imperial Oil Limited filed an 8-K announcing it has furnished a press release with information on its financial condition and results of operations for the quarter ended September 30, 2025. The press release is provided as Exhibit 99.1 and is incorporated by reference.

The filing classifies the material under Item 2.02 (Results of Operations and Financial Condition) and includes an Inline XBRL cover page file as Exhibit 104.

Imperial Oil Limited (IMO)72 cents per share for the fourth quarter of 2025. The dividend is payable on January 1, 2026 to shareholders of record at the close of business on December 3, 2025.

The disclosure was made under Item 7.01 (Regulation FD), with the related news release furnished as Exhibit 99.1. This update reflects the company’s ongoing shareholder return via regular dividends.

Imperial Oil Limited filed an 8-K to disclose, under Regulation FD, that it will hold a third-quarter earnings call at 9:00 a.m. MT on October 31, 2025, following the release of its Q3 results. The company issued a press release with these details, furnished as Exhibit 99.1. The filing is administrative in nature and does not include financial results or guidance.

FMR LLC and Abigail P. Johnson report beneficial ownership of 51,940,950.27 shares of Imperial Oil Ltd common stock, representing 10.3% of the class. The filing under Schedule 13G/A shows FMR LLC holds 38,081,131.55 shares with sole voting power and 51,940,950.27 shares with sole dispositive power; Abigail P. Johnson is reported with sole dispositive power over 51,940,950.27 shares and no voting power. The filing states the shares were acquired and are held in the ordinary course of business and are not held to change or influence control. The event date triggering the filing is 09/30/2025 and the document is signed on 10/06/2025.

Imperial Oil Limited filed a report describing new restructuring plans. On September 29, 2025, the company issued a news release outlining steps to centralize more of its corporate and technical activities in global business and technology centres. This move is intended to shift how certain support and technical functions are organized across the company.

The news release containing additional details is included as an exhibit to the report, giving investors and other stakeholders a single place to review the company’s description of these restructuring plans.

Imperial Oil Limited reported several board changes. The board appointed T.T. (Tanya) Bryja, senior vice-president, energy products at ExxonMobil Product Solutions Company, as a director effective September 16, 2025. Because she is employed by Exxon Mobil Corporation, she will not receive separate director compensation and will serve on the executive resources, finance, nominations and corporate governance, and safety and sustainability committees.

The company also stated that D.W. (David) Cornhill will not stand for re-election at the 2026 annual meeting after reaching the mandatory retirement age and will resign as lead director on October 1, 2025, though he will remain an independent director until that meeting. The independent directors have selected M.C. (Miranda) Hubbs as successor lead director effective October 1, 2025, with annual lead director compensation of $45,000.