Welcome to our dedicated page for Imperial Oil SEC filings (Ticker: IMO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Imperial Oil Limited filings document formal disclosures for an integrated Canadian oil company with Upstream, Downstream, and Chemical operations. Recent Form 8-K reports cover quarterly financial condition and results of operations, operating metrics for production and refining, dividend declarations on common shares, and Regulation FD materials tied to earnings calls and annual meeting presentations.
The company’s filings also record shareholder voting matters, including director elections and auditor reappointment, along with exhibit filings for press releases and presentation materials. These disclosures connect Imperial’s capital returns, governance actions, operating updates, and public-company reporting obligations under the IMO ticker.
Imperial Oil Limited reported the results of its annual shareholder meeting held on May 4, 2026. All seven nominated directors were elected to serve until the next annual meeting, with each receiving a strong majority of votes cast.
Shareholder participation was high, with 448,035,687 shares represented, equal to 92.65 percent of outstanding common shares. Support levels for individual nominees ranged from 409,772,988 to 441,335,843 shares voted in favour. PricewaterhouseCoopers LLP was also reappointed as the company’s auditor, receiving 437,529,788 shares voted for and 10,505,899 shares withheld.
Imperial Oil Limited used its 2026 annual shareholder meeting to highlight strong recent performance and outline long-term plans. For 2025, the company reported net income of $3.3B, cash from operating activities of $6.7B, free cash flow of $4.8B and $4.6B returned to shareholders.
Over 2021–2025, cumulative net income reached $22.8B, cash from operations $32.4B, free cash flow $25.3B and shareholder returns $23.6B. Operationally, Imperial reported its highest full-year gross production in over 30 years at 438 thousand oil-equivalent barrels per day, including 280 thousand barrels per day from Kearl and 151 thousand from Cold Lake, alongside 402 thousand barrels per day of refining throughput at 93% utilization.
The presentation emphasized safety, Indigenous community spending of more than $1B annually, and growth projects such as Canada’s largest renewable diesel facility at Strathcona and an Enhanced Bitumen Recovery Technology pilot. Imperial also detailed several non-GAAP measures, including free cash flow and cash operating costs, with reconciliations to GAAP metrics.
Imperial Oil reported first‑quarter 2026 net income of $940 million, down from $1,288 million a year earlier, as higher purchases of crude and products and stronger selling and general expenses offset broadly stable revenues of $12,446 million. Diluted earnings per share were $1.94 versus $2.52.
Operating cash flow was $756 million, compared with $1,527 million in the prior‑year quarter, while capital and exploration expenditures rose to $478 million. The company ended the period with $1,029 million in cash, long‑term debt of $3,974 million, and declared dividends of $0.87 per share.
Imperial Oil Limited reported first quarter 2026 net income of $940 million, or $1.94 per diluted share, compared with $1,288 million a year earlier but up from $492 million in the fourth quarter of 2025.
First quarter 2026 total revenues and other income were $12,446 million, slightly below $12,517 million in 2025. Cash flows from operating activities were $756 million, down from $1,527 million in the prior-year quarter, while operating cash flow excluding working capital was $1,239 million, versus $1,760 million.
Upstream gross oil-equivalent production averaged 419,000 barrels per day, essentially flat year over year, with Kearl at 259,000 total gross barrels per day and Cold Lake at 155,000 gross barrels per day. Refinery throughput averaged 384,000 barrels per day, reflecting 88 percent capacity utilization, affected by unplanned downtime and Syncrude coker issues.
Imperial returned $350 million to shareholders through dividends in the quarter, declared a second quarter dividend of $0.87 per share, increased capital and exploration spending to $478 million, and indicated it intends to renew its normal course issuer bid in June 2026.
Imperial Oil Limited announced that its board of directors declared a quarterly cash dividend of 87 cents per share on its outstanding common shares for the second quarter of 2026. The dividend is payable on July 1, 2026 to shareholders of record at the close of business on June 4, 2026.
This second quarter 2026 dividend matches the first quarter 2026 dividend of 87 cents per share. Imperial highlights that it has paid dividends every year for over a century and has increased its annual dividend payment for 31 consecutive years.
Imperial Oil Limited filed a current report announcing that it will hold its 2026 first quarter earnings call on May 1, 2026, following the release of first quarter results that morning. The call will begin at 9:00 a.m. MT and will be available via webcast.
Chairman, president and CEO John Whelan and vice-president, investor relations Peter Shaw will host the call, with brief prepared remarks followed by questions from covering analysts. The webcast will be accessible through Imperial’s website and will remain available for one year.
The company notes that if it encounters technical difficulties with the EDGAR system or cannot complete its earnings press release filing at the intended time, investors should instead look for the information on Imperial’s website or Canada’s SEDAR+ system, with the company intending to furnish the information on EDGAR as soon as possible.
Imperial Oil Limited provides a detailed overview of its 2025 operations, reserves and key risks. Net proved reserves totaled 2,036 million oil-equivalent barrels, all in Canada, with 1,740 million barrels of bitumen and 288 million barrels of synthetic crude oil. About 4.9 percent, or 100 million oil-equivalent barrels, were proved undeveloped, mainly at Cold Lake and Kearl.
Average 2025 net production reached 387 thousand oil-equivalent barrels per day, up from 371 thousand in 2024, driven by bitumen output of 310 thousand barrels per day and synthetic crude oil of 68 thousand barrels per day. Net natural gas production averaged 29 million cubic feet per day, with 8 million cubic feet per day available for sale.
Average realized prices fell, with bitumen at C$67.01 per barrel and synthetic crude oil at C$88.99 per barrel, while total unit production costs declined to C$34.54 per barrel on an oil-equivalent basis. The company invested about C$291 million to advance proved undeveloped reserves and has made about C$8.0 billion of environmental capital and operating expenditures over the past five years, including approximately C$1.7 billion in 2025 and an expected C$2.0 billion in 2026.
Imperial outlines major upstream projects such as Kearl, Cold Lake, Syncrude and the Aspen in-situ opportunity, along with pilots like Enhanced Bitumen Recovery Technology. It highlights extensive Canadian refining and marketing operations, with three refineries running at 93 percent utilization and 2025 net petroleum product sales of 470 thousand barrels per day.
The company also discloses a significant workforce restructuring announced in September 2025, planning to centralize additional corporate and technical activities in global business and technology centres and reduce employee roles by approximately 20 percent by the end of 2027. A comprehensive risk section emphasizes exposure to commodity price volatility, Canadian-specific heavy crude differentials, evolving climate and environmental regulation, carbon pricing regimes, and government policies affecting large energy projects and the energy transition.
FMR LLC has filed an amended Schedule 13G reporting beneficial ownership of 56,093,576.60 shares of Imperial Oil Ltd. common stock, equal to 11.4% of the class as of the triggering date. FMR reports sole voting power over 42,615,029.10 shares and sole dispositive power over 56,093,576.60 shares.
Abigail P. Johnson is also listed as a reporting person with sole dispositive power over the same 56,093,576.60 shares and an 11.4% ownership interest. The filing states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Imperial Oil.
Imperial Oil Limited filed a current report to note that it has released a press release with information on its financial condition and operating results for the fiscal quarter ended December 31, 2025. The release, dated January 30, 2026, is furnished as Exhibit 99.1 and contains the company’s estimated fourth quarter financial and operating results.
Imperial Oil Limited announced that its board of directors declared a quarterly cash dividend of 87 cents per share on its common shares for the first quarter of 2026. The dividend will be paid on April 1, 2026 to shareholders of record at the close of business on March 5, 2026.