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Imperial Oil Limited 8-K Filings

IMO NYSE

Every 8-K that Imperial Oil Limited (IMO) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow IMO and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full IMO filings page.

Rhea-AI Summary

Imperial Oil Limited reported changes to its board of directors. On July 30, 2026, N.A. (Neil) Hansen announced his intention to step down and resigned as a director and member of the board’s finance committee and safety and sustainability committee, effective that same date.

On July 30, 2026, following a recommendation from the nominations and corporate governance committee, the board appointed S.D. (Steven) Abrahams as a director. Abrahams, chief financial officer of ExxonMobil Product Solutions, will serve on the finance committee and safety and sustainability committee and, as an employee of Exxon Mobil Corporation, will not receive compensation for acting as a director.

Rhea-AI Summary

Imperial Oil Limited reported higher second quarter 2026 results, with net income of 2,190 million Canadian dollars and diluted EPS of 4.52, compared with 949 million and 1.86 a year earlier. Cash flows from operating activities were 2,704 million, and free cash flow was 2,234 million.

Upstream production averaged 414,000 gross oil-equivalent barrels per day, including 257,000 at Kearl (182,000 Imperial’s share), 149,000 at Cold Lake and 73,000 from Syncrude. Downstream refinery throughput averaged 331,000 barrels per day, a 76 percent utilization rate, reflecting planned turnaround work and some unplanned downtime; chemical net income increased to 65 million from 21 million.

The company updated 2026 refinery throughput guidance to 370,000–380,000 barrels per day and utilization to 85–88 percent from 395,000–405,000 and 91–93 percent. Imperial returned 421 million to shareholders via dividends, declared a third-quarter dividend of 0.87 per share, and renewed its normal course issuer bid to repurchase up to 24,179,635 common shares.

Rhea-AI Summary

Imperial Oil Limited declared a quarterly cash dividend of 87 cents per share on its outstanding common shares for the third quarter of 2026. The dividend is payable on October 1, 2026 to shareholders of record as of the close of business on September 4, 2026.

This third-quarter dividend matches the company’s second-quarter 2026 dividend of 87 cents per share and continues a long record of shareholder returns. Imperial reports that it has paid dividends every year for over a century and has increased its annual dividend payment for 31 consecutive years while operating as a major Canadian petroleum refiner, crude oil producer and fuels marketer.

Rhea-AI Summary

Imperial Oil Limited disclosed plans for its 2026 second quarter earnings call. The call will be held on July 31, 2026 at 9:00 a.m. MT, following that morning’s second quarter earnings release, and will be accessible via webcast. Chairman, president and chief executive officer John Whelan and vice-president, investor relations Peter Shaw will host the event, with brief remarks followed by questions from covering analysts. The webcast can be accessed through an online registration link and will remain available for one year on the company’s website. The company also outlines contingency arrangements for accessing the earnings release on its website or Canada’s SEDAR+ system if EDGAR experiences technical difficulties.

Rhea-AI Summary

Imperial Oil Limited has received final acceptance from the Toronto Stock Exchange for a new normal course issuer bid that allows it to repurchase up to 24,179,635 common shares, representing five percent of its outstanding stock. As of June 15, 2026, the company had 483,592,715 issued and outstanding common shares.

The one-year program will run from June 29, 2026 to June 28, 2027, or until the maximum is purchased. Imperial has set up an automatic share purchase plan so its broker can buy shares from public holders and from ExxonMobil during regulatory blackouts, under pre-set parameters cleared by the TSX.

ExxonMobil, which holds approximately 69.6 percent of Imperial, may sell shares to maintain its ownership level, and any such sales reduce the amount available for purchases from other shareholders. Shares bought under the program will be cancelled. The company notes that the bid supports its focus on returning surplus cash to shareholders and offsetting dilution from restricted stock units. The announcement follows completion of the prior program in December 2025, when Imperial repurchased the full 25,452,248 authorized shares at a total cost of about $3,180 million, or an average of $124.93 per share.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

Imperial Oil Limited filed a report to let investors know about its upcoming fourth‑quarter earnings conference call. The company plans to hold the call at 9:00 a.m. MT on January 30, 2026, after it releases its fourth‑quarter earnings earlier that day. The report notes that this information was shared by press release, which is included as an exhibit for reference.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

Imperial Oil Limited (IMO) announced that its board declared a quarterly cash dividend of 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.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

Imperial Oil Limited (IMO) filed a Form 8-K dated June 23, 2025 to disclose that the Toronto Stock Exchange (TSX) has granted final acceptance for the company’s normal course issuer bid (NCIB). The approval permits Imperial Oil to repurchase up to 25,452,248 common shares, representing 5 % of the 509,044,963 shares outstanding as of June 15, 2025. The buy-back window extends for 12 months from the date of TSX acceptance.

The filing contains no additional financial statements or earnings metrics but attaches the related press release as Exhibit 99.1. Imperial Oil states the NCIB is part of its ongoing capital allocation framework and will be executed at the company’s discretion, subject to market conditions and regulatory limits.

Key details disclosed

  • Form: 8-K, Item 7.01 (Regulation FD)
  • Event date: June 23, 2025
  • Maximum shares authorized for repurchase: 25.45 million
  • Percentage of current float: 5 %
  • Outstanding shares reference date: June 15, 2025
  • No securities are listed on a U.S. exchange; trading symbol field shows “None.”

The authorization signals management’s intention to return capital to shareholders through share repurchases, potentially reducing share count over time.