US · Energy · Oil & Gas Integrated
EPS came in at 1.11 against a street estimate of 1.11 — a beat of 0.0%.
Analysts rate Cenovus Energy Inc a strong buy (16 buy, 0 hold, 0 sell out of 16) with an average price target of $36.48.
CONFIDENT Record Q2 results on strong oil prices and production beat. All major projects ramping ahead of schedule. Production guidance raised to 970k–1.01M BOE/day; cost guidance cut. Trilateral government agreement signals improved investment climate. Q2 2026 Oil sands dominate upstream (~81% of company production). U.S. refining delivers strong margins; integration with Canadian crude provides competitive advantage. Analysts pressed on turnaround optimization (sustained competitive edge), Christina Lake interconnect strategy (deferred to Investor Day), and facility headroom at Sunrise (debottlenecking ongoing, steam bottleneck likely). Management conveyed confidence in execution and signaled more detail coming January. 2026-07-29…
Full summary in the app.
| Fund | Stake |
|---|---|
| Capital World Investors | 4.00% |
| Capital Research Global Investors | 3.24% |
| Capital Research & Mgmt Co - Division 3 | 2.54% |
| Royal Bank of Canada | 2.33% |
| Vanguard Capital Management, LLC | 2.08% |
| Fidelity International Ltd | 2.03% |
| Bank of Montreal | 1.79% |
| BMO Capital Markets Corp. | 1.79% |
| Document | Date |
|---|---|
| Current report (6-K) · Q4 2026 HEADLINE NUMBERS • Cenovus has agreed to acquire Athabasca Oil Corporation in a cash-and-stock transaction with an implied enterprise value of $5.7 b | 2026-10-05 |
| Quarterly results (6-K) · Q2 2026 HEADLINE NUMBERS • Q2 2026 revenues were $17.4 billion, up 41% from $12.3 billion in Q2 2025. Six-month revenues were $29.8 billion, up 16% from $25. | 2026-07-29 |
| Current report (6-K) · Q2 2026 HEADLINE NUMBERS • Cenovus Energy held its annual shareholder meeting on May 6, 2026, in Calgary, Alberta. • PricewaterhouseCoopers LLP was reappoin | 2026-05-07 |
| Quarterly results (6-K) · Q1 2026 HEADLINE NUMBERS • Q1 2026 net earnings were $1.6 billion, or $0.83 diluted per share, compared with $859 million, or $0.47 per share, in Q1 2025. • | 2026-05-06 |
| Current report (6-K) · Q2 2026 HEADLINE NUMBERS • Cenovus Energy is a Canadian integrated energy company with approximately 6,900 employees and 1,400 contractors. • Approximately | 2026-04-01 |
| Current report (6-K) · Q2 2026 HEADLINE NUMBERS • Cenovus Energy Inc. filed a Form 6-K with the U.S. Securities and Exchange Commission on April 1, 2026. • The filing’s only liste | 2026-04-01 |
| Annual report FY2025 (40-F) HEADLINE NUMBERS • Revenue was $49,696 million in 2025, down from $54,277 million in 2024. • Net earnings increased to $3,930 million from $3,142 mi | 2026-02-19 |
| Quarterly results (6-K) · Q4 2025 HEADLINE NUMBERS • Revenue was $49,696 million in 2025, down from $54,277 million in 2024. • Net earnings increased to $3,930 million from $3,142 mi | 2026-02-19 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.16 / share ex-date Sep 15, 2026 · pay Sep 29, 2026 | 2026-09-15 |
| Dividend | $0.16 / share ex-date Jun 15, 2026 · pay Jun 30, 2026 | 2026-06-15 |
| Dividend | $0.15 / share ex-date Mar 13, 2026 · pay Mar 31, 2026 | 2026-03-13 |
| Dividend | $0.14 / share ex-date Dec 15, 2025 · pay Dec 31, 2025 | 2025-12-15 |
| Dividend | $0.15 / share ex-date Sep 15, 2025 · pay Sep 29, 2025 | 2025-09-15 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-19.