Suncor Energy (SUU N) 주식 개요는 캐나다, 미국 및 전 세계에서 통합 에너지 회사로 운영되고 있습니다. 자세히 보기SUU N 펀더멘털 분석스노우플레이크 점수가치 평가3/6미래 성장0/6과거 실적3/6재무 건전성5/6배당4/6강점공정 가치 추정치보다 낮은 37.4% 에서 거래지난 5년 동안 수입이 매년 9.7% 증가했습니다.위험 분석주식은 유동성이 매우 낮습니다불안정한 배당 실적모든 위험 점검 보기SUU N Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueMex$Current PriceMex$1.09k50.7% 고평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-2b57b2016201920222025202620282031Revenue CA$49.5bEarnings CA$6.1bAdvancedSet Fair ValueView all narrativesSuncor Energy Inc. 경쟁사GazpromSymbol: MISX:GAZPMarket cap: ₽4.7tChina Petroleum & ChemicalSymbol: SEHK:386Market cap: HK$660.9bEniSymbol: BIT:ENIMarket cap: €68.5bImperial OilSymbol: TSX:IMOMarket cap: CA$88.9b가격 이력 및 성과Suncor Energy 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가CA$1,090.3752주 최고가CA$1,200.0052주 최저가CA$688.21베타0.591개월 변동-4.77%3개월 변동n/a1년 변동59.98%3년 변동105.73%5년 변동137.40%IPO 이후 변동80.42%최근 뉴스 및 업데이트Declared Dividend • May 10First quarter dividend of CA$0.60 announcedShareholders will receive a dividend of CA$0.60. Ex-date: 4th June 2026 Payment date: 25th June 2026 Dividend yield will be 2.2%, which is lower than the industry average of 6.4%. Sustainability & Growth Dividend is well covered by both earnings (45% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 7.5% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • May 08First quarter 2026 earnings released: EPS: CA$1.77 (vs CA$1.36 in 1Q 2025)First quarter 2026 results: EPS: CA$1.77 (up from CA$1.36 in 1Q 2025). Revenue: CA$14.5b (up 18% from 1Q 2025). Net income: CA$2.10b (up 24% from 1Q 2025). Profit margin: 14% (in line with 1Q 2025). Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Oil and Gas industry in South America. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.공시 • Apr 22Suncor Energy Inc. to Report Q1, 2026 Results on May 05, 2026Suncor Energy Inc. announced that they will report Q1, 2026 results at 7:00 PM, US Eastern Standard Time on May 05, 2026New Risk • Mar 31New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.04% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 0.04% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Valuation Update With 7 Day Price Move • Mar 26Investor sentiment improves as stock rises 19%After last week's 19% share price gain to Mex$1,200, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 9x in the Oil and Gas industry in South America. Total returns to shareholders of 149% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,512 per share.공시 • Feb 05Suncor Energy Inc., Annual General Meeting, May 05, 2026Suncor Energy Inc., Annual General Meeting, May 05, 2026.더 많은 업데이트 보기Recent updatesDeclared Dividend • May 10First quarter dividend of CA$0.60 announcedShareholders will receive a dividend of CA$0.60. Ex-date: 4th June 2026 Payment date: 25th June 2026 Dividend yield will be 2.2%, which is lower than the industry average of 6.4%. Sustainability & Growth Dividend is well covered by both earnings (45% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 7.5% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • May 08First quarter 2026 earnings released: EPS: CA$1.77 (vs CA$1.36 in 1Q 2025)First quarter 2026 results: EPS: CA$1.77 (up from CA$1.36 in 1Q 2025). Revenue: CA$14.5b (up 18% from 1Q 2025). Net income: CA$2.10b (up 24% from 1Q 2025). Profit margin: 14% (in line with 1Q 2025). Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Oil and Gas industry in South America. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.공시 • Apr 22Suncor Energy Inc. to Report Q1, 2026 Results on May 05, 2026Suncor Energy Inc. announced that they will report Q1, 2026 results at 7:00 PM, US Eastern Standard Time on May 05, 2026New Risk • Mar 31New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.04% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 0.04% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Valuation Update With 7 Day Price Move • Mar 26Investor sentiment improves as stock rises 19%After last week's 19% share price gain to Mex$1,200, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 9x in the Oil and Gas industry in South America. Total returns to shareholders of 149% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,512 per share.공시 • Feb 05Suncor Energy Inc., Annual General Meeting, May 05, 2026Suncor Energy Inc., Annual General Meeting, May 05, 2026.공시 • Feb 04+ 1 more updateSuncor Energy Inc. Announces Appointment of Jennifer Kneale to Suncor's Board of Directors on February 3, 2026Suncor Energy Inc. announced that Jennifer Kneale was appointed to Suncor’s Board of Directors on February 3, 2026 and is a member of both the audit committee and the environment, health, safety and sustainable development committee. She is currently the President of Targa Resources Corp., an integrated midstream company headquartered in Houston, Texas. Prior to joining Targa, Ms. Kneale spent more than 10 years in the financial services industry, primarily in roles in private equity, asset management and investment banking.공시 • Jan 21Suncor Energy Inc. to Report Q4, 2025 Results on Feb 03, 2026Suncor Energy Inc. announced that they will report Q4, 2025 results at 7:00 PM, US Eastern Standard Time on Feb 03, 2026공시 • Dec 14Suncor Energy Inc. Provides Production Guidance for 2026Suncor Energy Inc. provided production guidance for 2026. For the year, the company expects total production to be 840,000 bbls/d to 870,000 bbls/d.Declared Dividend • Nov 21Third quarter dividend of CA$0.60 announcedShareholders will receive a dividend of CA$0.60. Ex-date: 3rd December 2025 Payment date: 24th December 2025 Dividend yield will be 3.0%, which is lower than the industry average of 6.4%. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 7.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 9.3% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Declared Dividend • Nov 10Third quarter dividend of CA$0.60 announcedShareholders will receive a dividend of CA$0.60. Ex-date: 3rd December 2025 Payment date: 24th December 2025 Dividend yield will be 3.2%, which is lower than the industry average of 6.4%. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 7.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 11% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 07Third quarter 2025 earnings released: EPS: CA$1.34 (vs CA$1.59 in 3Q 2024)Third quarter 2025 results: EPS: CA$1.34 (down from CA$1.59 in 3Q 2024). Revenue: CA$12.6b (down 2.6% from 3Q 2024). Net income: CA$1.62b (down 20% from 3Q 2024). Profit margin: 13% (down from 16% in 3Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 3.0% growth forecast for the Oil and Gas industry in South America. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.공시 • Nov 05+ 1 more updateSuncor Energy Inc. Approves Quarterly Dividend, Payable on December 24, 2025The Board of Directors of Suncor Energy Inc. has approved a quarterly dividend of CAD 0.60 per common share, representing an approximate 5% increase over the prior quarterly dividend. The dividend will be payable December 24, 2025 to shareholders of record at the close of business on December 3, 2025.공시 • Oct 22Suncor Energy Inc. to Report Q3, 2025 Results on Nov 04, 2025Suncor Energy Inc. announced that they will report Q3, 2025 results on Nov 04, 2025공시 • Oct 15+ 1 more updateSuncor Energy Inc. Announces CFO ChangesSuncor Energy announced that Kris Smith, the company's Chief Financial Officer, will retire on December 31, 2025, after more than 25 years of service. During his tenure at the Company, Kris has held several roles prior to his current role, including Executive Vice President, Downstream and Interim Chief Executive Officer. As a result, effective November 1, 2025: Kris Smith will take on an executive advisory role at the Company to ensure a smooth transition leading up to his retirement at year-end. Troy Little, currently Senior Vice President, External Affairs, will be appointed Chief Financial Officer. He will be responsible for all financial functions including controllers, treasury, tax, internal audit and enterprise risk management as well as information technology. Troy is a Chartered Professional Accountant and Chartered Financial Analyst and has over 25 years of financial experience gained in investment banking, equity research, accounting and financial management.Recent Insider Transactions • Aug 16Independent Chairman recently bought Mex$7.3m worth of stockOn the 14th of August, Russell Girling bought around 10k shares on-market at roughly Mex$729 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth Mex$8.5m. Russell has been a buyer over the last 12 months, purchasing a net total of Mex$16m worth in shares.Recent Insider Transactions • Aug 09Independent Director recently bought Mex$2.0m worth of stockOn the 8th of August, Christopher Seasons bought around 3k shares on-market at roughly Mex$727 per share. This transaction amounted to 44% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth Mex$8.5m. Insiders have collectively bought Mex$22m more in shares than they have sold in the last 12 months.Declared Dividend • Aug 08Second quarter dividend of CA$0.57 announcedShareholders will receive a dividend of CA$0.57. Ex-date: 4th September 2025 Payment date: 25th September 2025 Dividend yield will be 3.3%, which is lower than the industry average of 6.4%. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 7.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 10% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 07Second quarter 2025 earnings released: EPS: CA$0.93 (vs CA$1.22 in 2Q 2024)Second quarter 2025 results: EPS: CA$0.93 (down from CA$1.22 in 2Q 2024). Revenue: CA$12.0b (down 7.0% from 2Q 2024). Net income: CA$1.13b (down 28% from 2Q 2024). Profit margin: 9.5% (down from 12% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 1.4% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in South America are expected to grow by 2.6%. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Board Change • Jul 23High number of new directorsIndependent Director Jane Peverett was the last director to join the board, commencing their role in 2023.공시 • Jul 23Suncor Energy Inc. to Report Q2, 2025 Results on Aug 05, 2025Suncor Energy Inc. announced that they will report Q2, 2025 results at 7:00 PM, US Eastern Standard Time on Aug 05, 2025Board Change • Jun 24High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Jane Peverett was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Jun 12Independent Chairman recently bought Mex$8.5m worth of stockOn the 6th of June, Russell Girling bought around 12k shares on-market at roughly Mex$705 per share. This transaction amounted to 21% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Russell's only on-market trade for the last 12 months.Upcoming Dividend • May 29Upcoming dividend of CA$0.57 per shareEligible shareholders must have bought the stock before 04 June 2025. Payment date: 25 June 2025. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 4.7%. Lower than top quartile of Mexican dividend payers (5.9%). Lower than average of industry peers (17%).Declared Dividend • May 14First quarter dividend of CA$0.57 announcedShareholders will receive a dividend of CA$0.57. Ex-date: 4th June 2025 Payment date: 25th June 2025 Dividend yield will be 3.6%, which is lower than the industry average of 6.4%. Sustainability & Growth Dividend is well covered by both earnings (46% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 7.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 7.5% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Board Change • May 14High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Jane Peverett was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.공시 • May 09Suncor Energy Declares Quarterly Dividend, Payable on June 25, 2025Suncor Energy’s Board of Directors has approved a quarterly dividend of $0.57 per share on its common shares, payable June 25, 2025 to shareholders of record at the close of business on June 4, 2025.공시 • Apr 23Suncor Energy Inc. to Report Q1, 2025 Results on May 06, 2025Suncor Energy Inc. announced that they will report Q1, 2025 results at 7:00 PM, US Eastern Standard Time on May 06, 2025Board Change • Apr 10High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Jane Peverett was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 03Full year 2024 earnings released: EPS: CA$4.72 (vs CA$6.34 in FY 2023)Full year 2024 results: EPS: CA$4.72 (down from CA$6.34 in FY 2023). Revenue: CA$50.7b (up 3.3% from FY 2023). Net income: CA$6.02b (down 28% from FY 2023). Profit margin: 12% (down from 17% in FY 2023). The decrease in margin was driven by higher expenses. Oil reserves Proven reserves: 3970 MMbbls Combined production Oil equivalent production: 827.6 MMboe (745.7 MMboe in FY 2023) Revenue is expected to decline by 1.2% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in South America are expected to grow by 3.5%. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 4% per year.Board Change • Feb 28High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Jane Peverett was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Feb 12High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Jane Peverett was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.공시 • Feb 08+ 1 more updateSuncor Energy Inc. Provides Production Guidance for the Year 2025Suncor Energy Inc. provided production guidance for the year 2025. The company expects upstream production to average 810,000 barrels per day to 840,000 barrels per day with continued strong production performance across assets, including increased bitumen sales to market and factoring in planned maintenance, specifically planned downtime at base plant with the 91-day coke drum replacement project scheduled to start in the second quarter, annual coker turnaround at both Upgrader 2 at Base Plant and Syncrude, both of which will be starting in the third quarter. And Fort Hills has small planned turnarounds in both the second and fourth quarters. Downstream, we're guiding to an average refinery utilization of 93% to 97%, which is higher than its 2024 guidance to reflect higher reliability, offset by planned maintenance activities at its Sarnia refinery starting in first quarter and Edmonton refinery starting in second quarter.공시 • Feb 06Suncor Energy Inc., Annual General Meeting, May 06, 2025Suncor Energy Inc., Annual General Meeting, May 06, 2025.공시 • Jan 23Suncor Energy Inc. to Report Q4, 2024 Results on Feb 05, 2025Suncor Energy Inc. announced that they will report Q4, 2024 results After-Market on Feb 05, 2025공시 • Dec 14Suncor Energy Inc. Provides Production Guidance for the Full Year 2025Suncor Energy Inc. provided production guidance for the full year 2025. For the year, the company expects total production to be in range of 810,000 boe/d - 840,000 boe/d.Board Change • Dec 06High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Jane Peverett was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Nov 20Senior Vice President of Strategy recently bought Mex$4.1m worth of stockOn the 18th of November, Kent Ferguson bought around 5k shares on-market at roughly Mex$825 per share. This transaction amounted to 8.3% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought Mex$14m more in shares than they have sold in the last 12 months.Declared Dividend • Nov 18Third quarter dividend of CA$0.57 announcedShareholders will receive a dividend of CA$0.57. Ex-date: 3rd December 2024 Payment date: 24th December 2024 Dividend yield will be 2.7%, which is lower than the industry average of 6.4%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 25% over the next 3 years. However, it would need to fall by 61% to increase the payout ratio to a potentially unsustainable range.Reported Earnings • Nov 13Third quarter 2024 earnings released: EPS: CA$1.59 (vs CA$1.19 in 3Q 2023)Third quarter 2024 results: EPS: CA$1.59 (up from CA$1.19 in 3Q 2023). Revenue: CA$13.1b (up 3.3% from 3Q 2023). Net income: CA$2.02b (up 31% from 3Q 2023). Profit margin: 16% (up from 12% in 3Q 2023). Revenue is expected to decline by 3.1% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in South America are expected to grow by 3.3%. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.공시 • Oct 23Suncor Energy Inc. to Report Q3, 2024 Results on Nov 12, 2024Suncor Energy Inc. announced that they will report Q3, 2024 results at 7:00 PM, US Eastern Standard Time on Nov 12, 2024Board Change • Oct 17High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Jane Peverett was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Aug 28Upcoming dividend of CA$0.55 per shareEligible shareholders must have bought the stock before 04 September 2024. Payment date: 25 September 2024. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of Mexican dividend payers (7.2%). Lower than average of industry peers (15%).Recent Insider Transactions • Aug 17Senior Vice President of Strategy recently bought Mex$7.7m worth of stockOn the 15th of August, Kent Ferguson bought around 10k shares on-market at roughly Mex$768 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought Mex$10m more in shares than they have sold in the last 12 months.Declared Dividend • Aug 12Second quarter dividend of CA$0.55 announcedShareholders will receive a dividend of CA$0.55. Ex-date: 4th September 2024 Payment date: 25th September 2024 Dividend yield will be 3.0%, which is lower than the industry average of 6.4%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 11% over the next 3 years. However, it would need to fall by 59% to increase the payout ratio to a potentially unsustainable range.공시 • Aug 08Suncor Energy Inc. announces Quarterly dividend, payable on September 25, 2024Suncor Energy Inc. announced Quarterly dividend of CAD 0.5450 per share payable on September 25, 2024, ex-date on September 04, 2024 and record date on September 04, 2024.Reported Earnings • Aug 07Second quarter 2024 earnings released: EPS: CA$1.22 (vs CA$1.44 in 2Q 2023)Second quarter 2024 results: EPS: CA$1.22 (down from CA$1.44 in 2Q 2023). Revenue: CA$13.0b (up 11% from 2Q 2023). Net income: CA$1.57b (down 17% from 2Q 2023). Profit margin: 12% (down from 16% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 2.8% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in South America are expected to grow by 3.2%. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.Board Change • Aug 03High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Jane Peverett was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.공시 • Jul 24Suncor Energy Inc. to Report Q2, 2024 Results on Aug 06, 2024Suncor Energy Inc. announced that they will report Q2, 2024 results at 7:00 PM, US Eastern Standard Time on Aug 06, 2024Upcoming Dividend • May 31Upcoming dividend of CA$0.55 per shareEligible shareholders must have bought the stock before 04 June 2024. Payment date: 25 June 2024. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of Mexican dividend payers (6.5%). Lower than average of industry peers (16%).Board Change • May 31High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Jane Peverett was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • May 28Upcoming dividend of CA$0.55 per shareEligible shareholders must have bought the stock before 04 June 2024. Payment date: 25 June 2024. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of Mexican dividend payers (6.4%). Lower than average of industry peers (14%).Declared Dividend • May 10First quarter dividend of CA$0.55 announcedShareholders will receive a dividend of CA$0.55. Ex-date: 4th June 2024 Payment date: 25th June 2024 Dividend yield will be 3.2%, which is lower than the industry average of 6.4%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 22% over the next 3 years. However, it would need to fall by 61% to increase the payout ratio to a potentially unsustainable range.Reported Earnings • May 08First quarter 2024 earnings released: EPS: CA$1.25 (vs CA$1.54 in 1Q 2023)First quarter 2024 results: EPS: CA$1.25 (down from CA$1.54 in 1Q 2023). Revenue: CA$12.5b (up 5.2% from 1Q 2023). Net income: CA$1.61b (down 22% from 1Q 2023). Profit margin: 13% (down from 17% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Oil and Gas industry in South America. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.공시 • Apr 24Suncor Energy Inc. to Report Q1, 2024 Results on May 07, 2024Suncor Energy Inc. announced that they will report Q1, 2024 results on May 07, 2024Declared Dividend • Feb 25Fourth quarter dividend of CA$0.55 announcedShareholders will receive a dividend of CA$0.55. Ex-date: 1st March 2024 Payment date: 25th March 2024 Dividend yield will be 3.8%, which is lower than the industry average of 6.4%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 35% over the next 3 years. However, it would need to fall by 63% to increase the payout ratio to a potentially unsustainable range.공시 • Feb 09Suncor Energy Inc., Annual General Meeting, May 07, 2024Suncor Energy Inc., Annual General Meeting, May 07, 2024.Recent Insider Transactions • Dec 31Chief Human Resources Officer recently bought Mex$1.1m worth of stockOn the 28th of December, Karen Keegans bought around 2k shares on-market at roughly Mex$543 per share. This transaction amounted to 75% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth Mex$1.4m. Insiders have collectively bought Mex$7.5m more in shares than they have sold in the last 12 months.공시 • Dec 29Suncor Energy Inc. to Report Q4, 2023 Results on Feb 21, 2024Suncor Energy Inc. announced that they will report Q4, 2023 results on Feb 21, 2024Recent Insider Transactions • Dec 14Chief Human Resources Officer recently bought Mex$1.4m worth of stockOn the 12th of December, Karen Keegans bought around 3k shares on-market at roughly Mex$515 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought Mex$6.4m more in shares than they have sold in the last 12 months.공시 • Dec 08+ 1 more updateSuncor Appoints Kent Ferguson as Senior Vice President, Strategy, Sustainability and Corporate Development, Effective January 2024Suncor announced that Kent Ferguson will be joining the company in January 2024 as Senior Vice President, Strategy, Sustainability and Corporate Development, reporting directly to Rich Kruger, President and CEO. The appointment of Kent concludes the reconfiguration of Suncor's executive leadership team. Kent brings over 25 years of energy industry experience to the role, including an extensive understanding of the Canadian market. Throughout his career at RBC, Kent has had a variety of roles leading global and energy market activities. His most recent position was the Managing Director and Co-Head of Global Energy at RBC Capital Markets. While with RBC, Kent served as a driving force on a number of key initiatives including Indigenous finance, climate change, emissions, energy policy, sustainable finance, environmental markets, energy transition, as well as diversity and inclusion. Kent is a CFA, charter holder, CFA Institute and holds a Bachelor of Commerce degree from the University of Saskatchewan.Buying Opportunity • Dec 06Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be Mex$715, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to decline by 7.7% in 2 years. Earnings is forecast to decline by 11% in the next 2 years.공시 • Nov 22Suncor Energy Inc. (TSX:SU) completed the acquisition of Total E&P Canada Ltd. from TotalEnergies SE (ENXTPA:TTE).Suncor Energy Inc. (TSX:SU) signed an agreement to acquire Total E&P Canada Ltd. from TotalEnergies SE (ENXTPA:TTE) for CAD 6.1 billion on April 26, 2023. Under the terms of the transaction, Suncor would acquire all of the shares of Total E&P Canada for cash consideration of CAD 5.5 billion at closing subject to adjustments, with the potential for additional payments of up to an aggregate maximum of CAD 600 million, conditional upon Western Canadian Select benchmark pricing and certain production targets. The transaction includes the acquisition of the remaining 31.23% working interest in Fort Hills and 50% working interest in Surmont, held by Total E&P Canada. The transaction will be funded through cash on hand and debt. The offering $1.5 billion will be used to fund the transaction. The transaction is subject to regulatory approvals, the waiver of TotalEnergies EP Canada Ltd’s partners pre-emption rights, ConocoPhillips waiving its right of first refusal in respect of the Surmont working interest and customary closing conditions. On May 26, 2023, Suncor Energy has been notified that ConocoPhillips Canada has elected to exercise their right of first refusal with respect to TotalEnergies’ 50% working interest in the Surmont asset. As a result, each of the parties has the right to terminate the agreement under which Suncor would acquire TotalEnergies’ Canadian operations and Suncor will be assessing the transaction in light of this change. As of October 4, 2023, Suncor Energy announced that it has agreed to acquire Total E&P Canada Ltd., which holds a 31.23% working interest in the Fort Hills oil sands mining project for CAD 1.468 billion. Upon closing of the transaction, Suncor will own 100% of Fort Hills. Regulatory approvals have been received and, subject to closing, the transaction will have an effective date of April 1, 2023. The transaction is expected to close by end of third quarter of 2023. The acquisition is expected to strengthen the underlying business, result in increasing funds flow and be accretive to funds flow per share. David Harrison of J.P. Morgan Securities Canada Inc. acted as financial advisor and Peter Keohane, Chris Harris and Ky Kvisle of Blake, Cassels & Graydon LLP and Adam Givertz and Andrew Finch of Paul, Weiss, Rifkind, Wharton & Garrison LLP acted as legal advisors to Suncor. RBC Capital Markets (Europe) GmbH, Paris Branch and TD Securities, Inc. acted as financial advisor to TotalEnergies SE. Suncor Energy Inc. (TSX:SU) completed the acquisition of Total E&P Canada Ltd. from TotalEnergies SE (ENXTPA:TTE) on November 20, 2023.공시 • Nov 17Suncor Energy Inc. Approves Quarterly Dividend, Payable December 22, 2023Suncor Energy Inc. Board of Directors has approved a quarterly dividend of $0.545 per share on its common shares representing an increase of approximately 5% over the prior quarter dividend. The dividend will be payable December 22, 2023 to shareholders of record at the close of business on December 1, 2023.공시 • Sep 30Suncor Energy Inc. to Report Q3, 2023 Results on Nov 08, 2023Suncor Energy Inc. announced that they will report Q3, 2023 results on Nov 08, 2023공시 • Sep 06Suncor Energy Inc. Appoints Jane Peverett to the Board Effective September 1, 2023Eira Thomas has retired from Suncor Energy Inc.’s board of directors and Jane Peverett has been appointed to the board effective September 1, 2023. Peverett had a successful 25-year career in the energy sector, primarily in the utility space. Before retiring from her executive career, Peverett was chief executive officer of the B.C. Transmission Corporation, where among other accomplishments, she initiated construction of the first major expansion of B.C.'s electrical grid. Prior to that, Peverett held progressively more senior finance and regulatory affairs roles at Westcoast Energy, until her appointment in 2001 as president and chief executive officer of Union Gas Limited, becoming the first woman president of a natural gas utility in Canada. Since starting her board career, Peverett has served on numerous corporate boards in the energy, banking, insurance, transportation, utility and media industries in Canada and the U.S. She is currently serving on the boards of Canadian Pacific Kansas City Limited, Northwest Natural Holding Company and Capital Power Corporation. Peverett also serves as chair of the CSI Group (formerly the Canadian Standards Association). Peverett's appointment follows the retirement of Thomas.Upcoming Dividend • Aug 24Upcoming dividend of CA$0.52 per share at 4.7% yieldEligible shareholders must have bought the stock before 31 August 2023. Payment date: 25 September 2023. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 4.7%. Lower than top quartile of Mexican dividend payers (6.2%). Lower than average of industry peers (28%).공시 • Aug 17Suncor Continues Talks to Buy TotalEnergies Fort Hills Oil Sands StakeCanada’s Suncor Energy Inc. (TSX:SU) is continuing talks with French oil major TotalEnergies SE (ENXTPA:TTE) about buying its nearly one-third stake in the Fort Hills oil sands mine, Suncor’s CEO said. Chief Executive Rich Kruger said he expects a resolution of the talks this year. Canada’s second-largest oil producer is looking to increase its bitumen supplies to replace its aging Base Mine. “We generally would prefer to operate and have 100% ownership of our assets; that's generally where we think we can add the most value and be the most competitive,” Kruger said on a quarterly conference call. "Fort Hills would fit into that." Total owns a 31.23% stake in Alberta's Fort Hills, with the operator Suncor owning the rest. Suncor agreed in April to buy Total’s Canadian operations for CAD 5.5 billion ($4.08 billion), including Total’s Fort Hills interest and its 50% stake in the Surmont facility. However, ConocoPhillips (COP.N), which operates Surmont, exercised its right of first refusal to buy Total’s stake instead of Suncor, triggering a review of Suncor’s deal with Total. Kruger said Suncor also has internal options to increase its long-term bitumen supply.공시 • Jun 08Suncor Appoints Dave Oldreive as Executive Vice President, DownstreamSuncor announced that Dave Oldreive will be joining Suncor as executive vice president, Downstream. Dave brings nearly 30 years of energy industry experience, including extensive experience in Canadian refining and a keen understanding of the Canadian market. He is known for delivering operational excellence and enhanced competitiveness as well as for transforming culture and leadership. Through his career with ExxonMobil and Imperial Oil working in Canada, the United States and Singapore, Dave has had a variety of roles in engineering, operations, supply, and corporate functions with increasing responsibility. In his most recent position as the head of ExxonMobil's Baton Rouge refinery he was responsible for all aspects of safe, reliable and profitable operations of the refinery. Prior to that, Dave was the refinery manager for Imperial Oil's Strathcona refinery. Dave holds a mechanical engineering degree from Dalhousie University and a Master of Business Administration from Saint Mary's University.공시 • Jun 07Suncor Energy Inc. to Report Q2, 2023 Results on Aug 01, 2023Suncor Energy Inc. announced that they will report Q2, 2023 results on Aug 01, 2023Reported Earnings • May 11First quarter 2023 earnings released: EPS: CA$1.54 (vs CA$2.06 in 1Q 2022)First quarter 2023 results: EPS: CA$1.54 (down from CA$2.06 in 1Q 2022). Revenue: CA$12.3b (down 8.1% from 1Q 2022). Net income: CA$2.05b (down 30% from 1Q 2022). Profit margin: 17% (down from 22% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to decline by 10% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in South America are expected to remain flat.공시 • May 10+ 1 more updateSuncor Energy Inc. Approves Quarterly Dividend, Payable on June 26, 2023Suncor Energy Inc.'s Board of Directors has approved a quarterly dividend of $0.52 per share on its common shares, payable June 26, 2023 to shareholders of record at the close of business on June 5, 2023.Upcoming Dividend • Feb 23Upcoming dividend of CA$0.52 per share at 4.7% yieldEligible shareholders must have bought the stock before 02 March 2023. Payment date: 24 March 2023. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 4.7%. Lower than top quartile of Mexican dividend payers (5.9%). Lower than average of industry peers (33%).공시 • Feb 16Suncor Energy Approves Quarterly Dividend on its Common Shares, Payable March 24, 2023Suncor Energy's board of directors has approved a quarterly dividend of CAD 0.52 per share on its common shares, payable March 24, 2023 to shareholders of record at the close of business on March 3, 2023.Reported Earnings • Feb 16Full year 2022 earnings released: EPS: CA$6.54 (vs CA$2.77 in FY 2021)Full year 2022 results: EPS: CA$6.54 (up from CA$2.77 in FY 2021). Revenue: CA$58.3b (up 49% from FY 2021). Net income: CA$9.08b (up 120% from FY 2021). Profit margin: 16% (up from 11% in FY 2021). The increase in margin was driven by higher revenue. Revenue is expected to fall by 18% p.a. on average during the next 2 years compared to a 2.8% decline forecast for the Oil and Gas industry in South America.공시 • Feb 15Suncor Energy Inc. Updates Production Guidance for 2023Suncor Energy Inc. updated production guidance for 2023. Suncor has updated its 2023 Fort Hills production range from 90,000 bbls/d - 100,000 bbls/d to 85,000 bbls/d - 95,000 bbls/d, to reflect the lower incremental working interest purchased from Teck of 14.65%, with no change to Suncor's total upstream production range.Board Change • Jan 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Jackie Sheppard was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.공시 • Jan 07Canadian Utilities Limited (TSX:CU) acquired Portfolio of Wind and Solar Assets and Projects Located in Alberta and Ontario from Suncor Energy Inc. (TSX:SU) for approximately CAD 710 million.Canadian Utilities Limited (TSX:CU) entered into a definitive agreement to acquire a Portfolio of Wind and Solar Assets and Projects Located in Alberta and Ontario of Suncor Energy Inc. (TSX:SU) for approximately CAD 730 million on October 5, 2022. The transaction is subject to customary closing conditions, including applicable third-party regulatory reviews and approvals. The purchase price is subject to closing adjustments typical of transactions of this nature. The transaction is expected to close in the first quarter of 2023. The acquisition is expected to be earnings and cash flow accretive in 2023. Canadian Utilities Limited (TSX:CU) acquired Portfolio of Wind and Solar Assets and Projects Located in Alberta and Ontario from Suncor Energy Inc. (TSX:SU) for approximately CAD 710 million on January 6, 2023.공시 • Jan 03Suncor Energy Inc. to Report Q4, 2022 Results on Feb 14, 2023Suncor Energy Inc. announced that they will report Q4, 2022 results on Feb 14, 2023Valuation Update With 7 Day Price Move • Dec 19Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to Mex$592, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 4x in the Oil and Gas industry in South America. Total returns to shareholders of 8.9% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$886 per share.Reported Earnings • Nov 05Third quarter 2022 earnings released: CA$0.45 loss per share (vs CA$0.59 profit in 3Q 2021)Third quarter 2022 results: CA$0.45 loss per share (down from CA$0.59 profit in 3Q 2021). Revenue: CA$15.1b (up 48% from 3Q 2021). Net loss: CA$609.0m (down 169% from profit in 3Q 2021). Revenue is expected to fall by 9.4% p.a. on average during the next 3 years compared to a 6.4% decline forecast for the Oil and Gas industry in South America. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • May 26Upcoming dividend of CA$0.47 per shareEligible shareholders must have bought the stock before 02 June 2022. Payment date: 24 June 2022. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of Mexican dividend payers (6.0%). Lower than average of industry peers (20%).Recent Insider Transactions • May 15Independent Director recently bought Mex$14m worth of stockOn the 12th of May, Russell Girling bought around 20k shares on-market at roughly Mex$700 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought Mex$37m more in shares than they have sold in the last 12 months.주주 수익률SUU NMX Oil and GasMX 시장7D0%-1.0%0.2%1Y60.0%43.2%15.6%전체 주주 수익률 보기수익률 대 산업: SUU N은 지난 1년 동안 43.2%의 수익을 기록한 MX Oil and Gas 산업보다 더 좋은 성과를 냈습니다.수익률 대 시장: SUU N은 지난 1년 동안 15.6%를 기록한 MX 시장보다 더 좋은 성과를 냈습니다.주가 변동성Is SUU N's price volatile compared to industry and market?SUU N volatilitySUU N Average Weekly Movementn/aOil and Gas Industry Average Movement6.5%Market Average Movement4.0%10% most volatile stocks in MX Market6.1%10% least volatile stocks in MX Market2.7%안정적인 주가: SUU N의 주가는 지난 3개월 동안 MX 시장보다 변동성이 컸습니다.시간에 따른 변동성: Insufficient data to determine SUU N의 변동성 변화를 판단할 수 없습니다.회사 소개설립직원 수CEO웹사이트191715,424Rich Krugerwww.suncor.com는 캐나다, 미국 및 전 세계에서 통합 에너지 회사로 운영되고 있습니다. 이 회사는 오일샌드, 탐사 및 생산, 정유 및 마케팅 부문을 통해 운영됩니다. 오일샌드 부문은 역청을 생산하고 원유, 전력 및 부산물을 판매, 공급, 운송 및 관리합니다.더 보기Suncor Energy Inc. 기초 지표 요약Suncor Energy의 순이익과 매출은 시가총액과 어떻게 비교됩니까?SUU N 기초 통계시가총액Mex$1.38t순이익 (TTM)Mex$79.34b매출 (TTM)Mex$640.14b17.4x주가수익비율(P/E)2.2x주가매출비율(P/S)SUU N는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표SUU N 손익계산서 (TTM)매출CA$51.07b매출원가CA$21.05b총이익CA$30.02b기타 비용CA$23.69b순이익CA$6.33b최근 보고된 실적Mar 31, 2026다음 실적 발표일해당 없음주당순이익(EPS)5.36총이익률58.78%순이익률12.39%부채/자본 비율22.1%SUU N의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당2.6%현재 배당 수익률45%배당 성향SUU N는 안정적으로 배당을 지급합니까?SUU N 배당 기록 및 벤치마크 보기다가오는 배당을 받으려면 언제까지 SUU N를 매수해야 하나요?Suncor Energy 배당 일정배당락일Jun 04 2026배당 지급일Jun 25 2026배당락일까지 남은 일수10 days배당 지급일까지 남은 일수31 daysSUU N는 안정적으로 배당을 지급합니까?SUU N 배당 기록 및 벤치마크 보기View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/24 11:06종가2026/05/07 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Suncor Energy Inc.는 42명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Harshit GuptaAccountability Research CorporationPatrick O'RourkeATB CormarkBrent WatsonATB Cormark Historical (Cormark Securities)39명의 분석가 더 보기
Declared Dividend • May 10First quarter dividend of CA$0.60 announcedShareholders will receive a dividend of CA$0.60. Ex-date: 4th June 2026 Payment date: 25th June 2026 Dividend yield will be 2.2%, which is lower than the industry average of 6.4%. Sustainability & Growth Dividend is well covered by both earnings (45% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 7.5% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 08First quarter 2026 earnings released: EPS: CA$1.77 (vs CA$1.36 in 1Q 2025)First quarter 2026 results: EPS: CA$1.77 (up from CA$1.36 in 1Q 2025). Revenue: CA$14.5b (up 18% from 1Q 2025). Net income: CA$2.10b (up 24% from 1Q 2025). Profit margin: 14% (in line with 1Q 2025). Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Oil and Gas industry in South America. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.
공시 • Apr 22Suncor Energy Inc. to Report Q1, 2026 Results on May 05, 2026Suncor Energy Inc. announced that they will report Q1, 2026 results at 7:00 PM, US Eastern Standard Time on May 05, 2026
New Risk • Mar 31New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.04% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 0.04% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Valuation Update With 7 Day Price Move • Mar 26Investor sentiment improves as stock rises 19%After last week's 19% share price gain to Mex$1,200, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 9x in the Oil and Gas industry in South America. Total returns to shareholders of 149% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,512 per share.
공시 • Feb 05Suncor Energy Inc., Annual General Meeting, May 05, 2026Suncor Energy Inc., Annual General Meeting, May 05, 2026.
Declared Dividend • May 10First quarter dividend of CA$0.60 announcedShareholders will receive a dividend of CA$0.60. Ex-date: 4th June 2026 Payment date: 25th June 2026 Dividend yield will be 2.2%, which is lower than the industry average of 6.4%. Sustainability & Growth Dividend is well covered by both earnings (45% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 7.5% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 08First quarter 2026 earnings released: EPS: CA$1.77 (vs CA$1.36 in 1Q 2025)First quarter 2026 results: EPS: CA$1.77 (up from CA$1.36 in 1Q 2025). Revenue: CA$14.5b (up 18% from 1Q 2025). Net income: CA$2.10b (up 24% from 1Q 2025). Profit margin: 14% (in line with 1Q 2025). Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Oil and Gas industry in South America. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.
공시 • Apr 22Suncor Energy Inc. to Report Q1, 2026 Results on May 05, 2026Suncor Energy Inc. announced that they will report Q1, 2026 results at 7:00 PM, US Eastern Standard Time on May 05, 2026
New Risk • Mar 31New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.04% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 0.04% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Valuation Update With 7 Day Price Move • Mar 26Investor sentiment improves as stock rises 19%After last week's 19% share price gain to Mex$1,200, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 9x in the Oil and Gas industry in South America. Total returns to shareholders of 149% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,512 per share.
공시 • Feb 05Suncor Energy Inc., Annual General Meeting, May 05, 2026Suncor Energy Inc., Annual General Meeting, May 05, 2026.
공시 • Feb 04+ 1 more updateSuncor Energy Inc. Announces Appointment of Jennifer Kneale to Suncor's Board of Directors on February 3, 2026Suncor Energy Inc. announced that Jennifer Kneale was appointed to Suncor’s Board of Directors on February 3, 2026 and is a member of both the audit committee and the environment, health, safety and sustainable development committee. She is currently the President of Targa Resources Corp., an integrated midstream company headquartered in Houston, Texas. Prior to joining Targa, Ms. Kneale spent more than 10 years in the financial services industry, primarily in roles in private equity, asset management and investment banking.
공시 • Jan 21Suncor Energy Inc. to Report Q4, 2025 Results on Feb 03, 2026Suncor Energy Inc. announced that they will report Q4, 2025 results at 7:00 PM, US Eastern Standard Time on Feb 03, 2026
공시 • Dec 14Suncor Energy Inc. Provides Production Guidance for 2026Suncor Energy Inc. provided production guidance for 2026. For the year, the company expects total production to be 840,000 bbls/d to 870,000 bbls/d.
Declared Dividend • Nov 21Third quarter dividend of CA$0.60 announcedShareholders will receive a dividend of CA$0.60. Ex-date: 3rd December 2025 Payment date: 24th December 2025 Dividend yield will be 3.0%, which is lower than the industry average of 6.4%. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 7.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 9.3% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Declared Dividend • Nov 10Third quarter dividend of CA$0.60 announcedShareholders will receive a dividend of CA$0.60. Ex-date: 3rd December 2025 Payment date: 24th December 2025 Dividend yield will be 3.2%, which is lower than the industry average of 6.4%. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 7.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 11% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 07Third quarter 2025 earnings released: EPS: CA$1.34 (vs CA$1.59 in 3Q 2024)Third quarter 2025 results: EPS: CA$1.34 (down from CA$1.59 in 3Q 2024). Revenue: CA$12.6b (down 2.6% from 3Q 2024). Net income: CA$1.62b (down 20% from 3Q 2024). Profit margin: 13% (down from 16% in 3Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 3.0% growth forecast for the Oil and Gas industry in South America. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
공시 • Nov 05+ 1 more updateSuncor Energy Inc. Approves Quarterly Dividend, Payable on December 24, 2025The Board of Directors of Suncor Energy Inc. has approved a quarterly dividend of CAD 0.60 per common share, representing an approximate 5% increase over the prior quarterly dividend. The dividend will be payable December 24, 2025 to shareholders of record at the close of business on December 3, 2025.
공시 • Oct 22Suncor Energy Inc. to Report Q3, 2025 Results on Nov 04, 2025Suncor Energy Inc. announced that they will report Q3, 2025 results on Nov 04, 2025
공시 • Oct 15+ 1 more updateSuncor Energy Inc. Announces CFO ChangesSuncor Energy announced that Kris Smith, the company's Chief Financial Officer, will retire on December 31, 2025, after more than 25 years of service. During his tenure at the Company, Kris has held several roles prior to his current role, including Executive Vice President, Downstream and Interim Chief Executive Officer. As a result, effective November 1, 2025: Kris Smith will take on an executive advisory role at the Company to ensure a smooth transition leading up to his retirement at year-end. Troy Little, currently Senior Vice President, External Affairs, will be appointed Chief Financial Officer. He will be responsible for all financial functions including controllers, treasury, tax, internal audit and enterprise risk management as well as information technology. Troy is a Chartered Professional Accountant and Chartered Financial Analyst and has over 25 years of financial experience gained in investment banking, equity research, accounting and financial management.
Recent Insider Transactions • Aug 16Independent Chairman recently bought Mex$7.3m worth of stockOn the 14th of August, Russell Girling bought around 10k shares on-market at roughly Mex$729 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth Mex$8.5m. Russell has been a buyer over the last 12 months, purchasing a net total of Mex$16m worth in shares.
Recent Insider Transactions • Aug 09Independent Director recently bought Mex$2.0m worth of stockOn the 8th of August, Christopher Seasons bought around 3k shares on-market at roughly Mex$727 per share. This transaction amounted to 44% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth Mex$8.5m. Insiders have collectively bought Mex$22m more in shares than they have sold in the last 12 months.
Declared Dividend • Aug 08Second quarter dividend of CA$0.57 announcedShareholders will receive a dividend of CA$0.57. Ex-date: 4th September 2025 Payment date: 25th September 2025 Dividend yield will be 3.3%, which is lower than the industry average of 6.4%. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 7.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 10% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 07Second quarter 2025 earnings released: EPS: CA$0.93 (vs CA$1.22 in 2Q 2024)Second quarter 2025 results: EPS: CA$0.93 (down from CA$1.22 in 2Q 2024). Revenue: CA$12.0b (down 7.0% from 2Q 2024). Net income: CA$1.13b (down 28% from 2Q 2024). Profit margin: 9.5% (down from 12% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 1.4% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in South America are expected to grow by 2.6%. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Board Change • Jul 23High number of new directorsIndependent Director Jane Peverett was the last director to join the board, commencing their role in 2023.
공시 • Jul 23Suncor Energy Inc. to Report Q2, 2025 Results on Aug 05, 2025Suncor Energy Inc. announced that they will report Q2, 2025 results at 7:00 PM, US Eastern Standard Time on Aug 05, 2025
Board Change • Jun 24High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Jane Peverett was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Jun 12Independent Chairman recently bought Mex$8.5m worth of stockOn the 6th of June, Russell Girling bought around 12k shares on-market at roughly Mex$705 per share. This transaction amounted to 21% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Russell's only on-market trade for the last 12 months.
Upcoming Dividend • May 29Upcoming dividend of CA$0.57 per shareEligible shareholders must have bought the stock before 04 June 2025. Payment date: 25 June 2025. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 4.7%. Lower than top quartile of Mexican dividend payers (5.9%). Lower than average of industry peers (17%).
Declared Dividend • May 14First quarter dividend of CA$0.57 announcedShareholders will receive a dividend of CA$0.57. Ex-date: 4th June 2025 Payment date: 25th June 2025 Dividend yield will be 3.6%, which is lower than the industry average of 6.4%. Sustainability & Growth Dividend is well covered by both earnings (46% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 7.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 7.5% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Board Change • May 14High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Jane Peverett was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
공시 • May 09Suncor Energy Declares Quarterly Dividend, Payable on June 25, 2025Suncor Energy’s Board of Directors has approved a quarterly dividend of $0.57 per share on its common shares, payable June 25, 2025 to shareholders of record at the close of business on June 4, 2025.
공시 • Apr 23Suncor Energy Inc. to Report Q1, 2025 Results on May 06, 2025Suncor Energy Inc. announced that they will report Q1, 2025 results at 7:00 PM, US Eastern Standard Time on May 06, 2025
Board Change • Apr 10High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Jane Peverett was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 03Full year 2024 earnings released: EPS: CA$4.72 (vs CA$6.34 in FY 2023)Full year 2024 results: EPS: CA$4.72 (down from CA$6.34 in FY 2023). Revenue: CA$50.7b (up 3.3% from FY 2023). Net income: CA$6.02b (down 28% from FY 2023). Profit margin: 12% (down from 17% in FY 2023). The decrease in margin was driven by higher expenses. Oil reserves Proven reserves: 3970 MMbbls Combined production Oil equivalent production: 827.6 MMboe (745.7 MMboe in FY 2023) Revenue is expected to decline by 1.2% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in South America are expected to grow by 3.5%. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 4% per year.
Board Change • Feb 28High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Jane Peverett was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Feb 12High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Jane Peverett was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
공시 • Feb 08+ 1 more updateSuncor Energy Inc. Provides Production Guidance for the Year 2025Suncor Energy Inc. provided production guidance for the year 2025. The company expects upstream production to average 810,000 barrels per day to 840,000 barrels per day with continued strong production performance across assets, including increased bitumen sales to market and factoring in planned maintenance, specifically planned downtime at base plant with the 91-day coke drum replacement project scheduled to start in the second quarter, annual coker turnaround at both Upgrader 2 at Base Plant and Syncrude, both of which will be starting in the third quarter. And Fort Hills has small planned turnarounds in both the second and fourth quarters. Downstream, we're guiding to an average refinery utilization of 93% to 97%, which is higher than its 2024 guidance to reflect higher reliability, offset by planned maintenance activities at its Sarnia refinery starting in first quarter and Edmonton refinery starting in second quarter.
공시 • Feb 06Suncor Energy Inc., Annual General Meeting, May 06, 2025Suncor Energy Inc., Annual General Meeting, May 06, 2025.
공시 • Jan 23Suncor Energy Inc. to Report Q4, 2024 Results on Feb 05, 2025Suncor Energy Inc. announced that they will report Q4, 2024 results After-Market on Feb 05, 2025
공시 • Dec 14Suncor Energy Inc. Provides Production Guidance for the Full Year 2025Suncor Energy Inc. provided production guidance for the full year 2025. For the year, the company expects total production to be in range of 810,000 boe/d - 840,000 boe/d.
Board Change • Dec 06High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Jane Peverett was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Nov 20Senior Vice President of Strategy recently bought Mex$4.1m worth of stockOn the 18th of November, Kent Ferguson bought around 5k shares on-market at roughly Mex$825 per share. This transaction amounted to 8.3% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought Mex$14m more in shares than they have sold in the last 12 months.
Declared Dividend • Nov 18Third quarter dividend of CA$0.57 announcedShareholders will receive a dividend of CA$0.57. Ex-date: 3rd December 2024 Payment date: 24th December 2024 Dividend yield will be 2.7%, which is lower than the industry average of 6.4%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 25% over the next 3 years. However, it would need to fall by 61% to increase the payout ratio to a potentially unsustainable range.
Reported Earnings • Nov 13Third quarter 2024 earnings released: EPS: CA$1.59 (vs CA$1.19 in 3Q 2023)Third quarter 2024 results: EPS: CA$1.59 (up from CA$1.19 in 3Q 2023). Revenue: CA$13.1b (up 3.3% from 3Q 2023). Net income: CA$2.02b (up 31% from 3Q 2023). Profit margin: 16% (up from 12% in 3Q 2023). Revenue is expected to decline by 3.1% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in South America are expected to grow by 3.3%. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
공시 • Oct 23Suncor Energy Inc. to Report Q3, 2024 Results on Nov 12, 2024Suncor Energy Inc. announced that they will report Q3, 2024 results at 7:00 PM, US Eastern Standard Time on Nov 12, 2024
Board Change • Oct 17High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Jane Peverett was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Aug 28Upcoming dividend of CA$0.55 per shareEligible shareholders must have bought the stock before 04 September 2024. Payment date: 25 September 2024. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of Mexican dividend payers (7.2%). Lower than average of industry peers (15%).
Recent Insider Transactions • Aug 17Senior Vice President of Strategy recently bought Mex$7.7m worth of stockOn the 15th of August, Kent Ferguson bought around 10k shares on-market at roughly Mex$768 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought Mex$10m more in shares than they have sold in the last 12 months.
Declared Dividend • Aug 12Second quarter dividend of CA$0.55 announcedShareholders will receive a dividend of CA$0.55. Ex-date: 4th September 2024 Payment date: 25th September 2024 Dividend yield will be 3.0%, which is lower than the industry average of 6.4%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 11% over the next 3 years. However, it would need to fall by 59% to increase the payout ratio to a potentially unsustainable range.
공시 • Aug 08Suncor Energy Inc. announces Quarterly dividend, payable on September 25, 2024Suncor Energy Inc. announced Quarterly dividend of CAD 0.5450 per share payable on September 25, 2024, ex-date on September 04, 2024 and record date on September 04, 2024.
Reported Earnings • Aug 07Second quarter 2024 earnings released: EPS: CA$1.22 (vs CA$1.44 in 2Q 2023)Second quarter 2024 results: EPS: CA$1.22 (down from CA$1.44 in 2Q 2023). Revenue: CA$13.0b (up 11% from 2Q 2023). Net income: CA$1.57b (down 17% from 2Q 2023). Profit margin: 12% (down from 16% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 2.8% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in South America are expected to grow by 3.2%. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
Board Change • Aug 03High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Jane Peverett was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
공시 • Jul 24Suncor Energy Inc. to Report Q2, 2024 Results on Aug 06, 2024Suncor Energy Inc. announced that they will report Q2, 2024 results at 7:00 PM, US Eastern Standard Time on Aug 06, 2024
Upcoming Dividend • May 31Upcoming dividend of CA$0.55 per shareEligible shareholders must have bought the stock before 04 June 2024. Payment date: 25 June 2024. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of Mexican dividend payers (6.5%). Lower than average of industry peers (16%).
Board Change • May 31High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Jane Peverett was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • May 28Upcoming dividend of CA$0.55 per shareEligible shareholders must have bought the stock before 04 June 2024. Payment date: 25 June 2024. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of Mexican dividend payers (6.4%). Lower than average of industry peers (14%).
Declared Dividend • May 10First quarter dividend of CA$0.55 announcedShareholders will receive a dividend of CA$0.55. Ex-date: 4th June 2024 Payment date: 25th June 2024 Dividend yield will be 3.2%, which is lower than the industry average of 6.4%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 22% over the next 3 years. However, it would need to fall by 61% to increase the payout ratio to a potentially unsustainable range.
Reported Earnings • May 08First quarter 2024 earnings released: EPS: CA$1.25 (vs CA$1.54 in 1Q 2023)First quarter 2024 results: EPS: CA$1.25 (down from CA$1.54 in 1Q 2023). Revenue: CA$12.5b (up 5.2% from 1Q 2023). Net income: CA$1.61b (down 22% from 1Q 2023). Profit margin: 13% (down from 17% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Oil and Gas industry in South America. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
공시 • Apr 24Suncor Energy Inc. to Report Q1, 2024 Results on May 07, 2024Suncor Energy Inc. announced that they will report Q1, 2024 results on May 07, 2024
Declared Dividend • Feb 25Fourth quarter dividend of CA$0.55 announcedShareholders will receive a dividend of CA$0.55. Ex-date: 1st March 2024 Payment date: 25th March 2024 Dividend yield will be 3.8%, which is lower than the industry average of 6.4%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 35% over the next 3 years. However, it would need to fall by 63% to increase the payout ratio to a potentially unsustainable range.
공시 • Feb 09Suncor Energy Inc., Annual General Meeting, May 07, 2024Suncor Energy Inc., Annual General Meeting, May 07, 2024.
Recent Insider Transactions • Dec 31Chief Human Resources Officer recently bought Mex$1.1m worth of stockOn the 28th of December, Karen Keegans bought around 2k shares on-market at roughly Mex$543 per share. This transaction amounted to 75% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth Mex$1.4m. Insiders have collectively bought Mex$7.5m more in shares than they have sold in the last 12 months.
공시 • Dec 29Suncor Energy Inc. to Report Q4, 2023 Results on Feb 21, 2024Suncor Energy Inc. announced that they will report Q4, 2023 results on Feb 21, 2024
Recent Insider Transactions • Dec 14Chief Human Resources Officer recently bought Mex$1.4m worth of stockOn the 12th of December, Karen Keegans bought around 3k shares on-market at roughly Mex$515 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought Mex$6.4m more in shares than they have sold in the last 12 months.
공시 • Dec 08+ 1 more updateSuncor Appoints Kent Ferguson as Senior Vice President, Strategy, Sustainability and Corporate Development, Effective January 2024Suncor announced that Kent Ferguson will be joining the company in January 2024 as Senior Vice President, Strategy, Sustainability and Corporate Development, reporting directly to Rich Kruger, President and CEO. The appointment of Kent concludes the reconfiguration of Suncor's executive leadership team. Kent brings over 25 years of energy industry experience to the role, including an extensive understanding of the Canadian market. Throughout his career at RBC, Kent has had a variety of roles leading global and energy market activities. His most recent position was the Managing Director and Co-Head of Global Energy at RBC Capital Markets. While with RBC, Kent served as a driving force on a number of key initiatives including Indigenous finance, climate change, emissions, energy policy, sustainable finance, environmental markets, energy transition, as well as diversity and inclusion. Kent is a CFA, charter holder, CFA Institute and holds a Bachelor of Commerce degree from the University of Saskatchewan.
Buying Opportunity • Dec 06Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be Mex$715, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to decline by 7.7% in 2 years. Earnings is forecast to decline by 11% in the next 2 years.
공시 • Nov 22Suncor Energy Inc. (TSX:SU) completed the acquisition of Total E&P Canada Ltd. from TotalEnergies SE (ENXTPA:TTE).Suncor Energy Inc. (TSX:SU) signed an agreement to acquire Total E&P Canada Ltd. from TotalEnergies SE (ENXTPA:TTE) for CAD 6.1 billion on April 26, 2023. Under the terms of the transaction, Suncor would acquire all of the shares of Total E&P Canada for cash consideration of CAD 5.5 billion at closing subject to adjustments, with the potential for additional payments of up to an aggregate maximum of CAD 600 million, conditional upon Western Canadian Select benchmark pricing and certain production targets. The transaction includes the acquisition of the remaining 31.23% working interest in Fort Hills and 50% working interest in Surmont, held by Total E&P Canada. The transaction will be funded through cash on hand and debt. The offering $1.5 billion will be used to fund the transaction. The transaction is subject to regulatory approvals, the waiver of TotalEnergies EP Canada Ltd’s partners pre-emption rights, ConocoPhillips waiving its right of first refusal in respect of the Surmont working interest and customary closing conditions. On May 26, 2023, Suncor Energy has been notified that ConocoPhillips Canada has elected to exercise their right of first refusal with respect to TotalEnergies’ 50% working interest in the Surmont asset. As a result, each of the parties has the right to terminate the agreement under which Suncor would acquire TotalEnergies’ Canadian operations and Suncor will be assessing the transaction in light of this change. As of October 4, 2023, Suncor Energy announced that it has agreed to acquire Total E&P Canada Ltd., which holds a 31.23% working interest in the Fort Hills oil sands mining project for CAD 1.468 billion. Upon closing of the transaction, Suncor will own 100% of Fort Hills. Regulatory approvals have been received and, subject to closing, the transaction will have an effective date of April 1, 2023. The transaction is expected to close by end of third quarter of 2023. The acquisition is expected to strengthen the underlying business, result in increasing funds flow and be accretive to funds flow per share. David Harrison of J.P. Morgan Securities Canada Inc. acted as financial advisor and Peter Keohane, Chris Harris and Ky Kvisle of Blake, Cassels & Graydon LLP and Adam Givertz and Andrew Finch of Paul, Weiss, Rifkind, Wharton & Garrison LLP acted as legal advisors to Suncor. RBC Capital Markets (Europe) GmbH, Paris Branch and TD Securities, Inc. acted as financial advisor to TotalEnergies SE. Suncor Energy Inc. (TSX:SU) completed the acquisition of Total E&P Canada Ltd. from TotalEnergies SE (ENXTPA:TTE) on November 20, 2023.
공시 • Nov 17Suncor Energy Inc. Approves Quarterly Dividend, Payable December 22, 2023Suncor Energy Inc. Board of Directors has approved a quarterly dividend of $0.545 per share on its common shares representing an increase of approximately 5% over the prior quarter dividend. The dividend will be payable December 22, 2023 to shareholders of record at the close of business on December 1, 2023.
공시 • Sep 30Suncor Energy Inc. to Report Q3, 2023 Results on Nov 08, 2023Suncor Energy Inc. announced that they will report Q3, 2023 results on Nov 08, 2023
공시 • Sep 06Suncor Energy Inc. Appoints Jane Peverett to the Board Effective September 1, 2023Eira Thomas has retired from Suncor Energy Inc.’s board of directors and Jane Peverett has been appointed to the board effective September 1, 2023. Peverett had a successful 25-year career in the energy sector, primarily in the utility space. Before retiring from her executive career, Peverett was chief executive officer of the B.C. Transmission Corporation, where among other accomplishments, she initiated construction of the first major expansion of B.C.'s electrical grid. Prior to that, Peverett held progressively more senior finance and regulatory affairs roles at Westcoast Energy, until her appointment in 2001 as president and chief executive officer of Union Gas Limited, becoming the first woman president of a natural gas utility in Canada. Since starting her board career, Peverett has served on numerous corporate boards in the energy, banking, insurance, transportation, utility and media industries in Canada and the U.S. She is currently serving on the boards of Canadian Pacific Kansas City Limited, Northwest Natural Holding Company and Capital Power Corporation. Peverett also serves as chair of the CSI Group (formerly the Canadian Standards Association). Peverett's appointment follows the retirement of Thomas.
Upcoming Dividend • Aug 24Upcoming dividend of CA$0.52 per share at 4.7% yieldEligible shareholders must have bought the stock before 31 August 2023. Payment date: 25 September 2023. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 4.7%. Lower than top quartile of Mexican dividend payers (6.2%). Lower than average of industry peers (28%).
공시 • Aug 17Suncor Continues Talks to Buy TotalEnergies Fort Hills Oil Sands StakeCanada’s Suncor Energy Inc. (TSX:SU) is continuing talks with French oil major TotalEnergies SE (ENXTPA:TTE) about buying its nearly one-third stake in the Fort Hills oil sands mine, Suncor’s CEO said. Chief Executive Rich Kruger said he expects a resolution of the talks this year. Canada’s second-largest oil producer is looking to increase its bitumen supplies to replace its aging Base Mine. “We generally would prefer to operate and have 100% ownership of our assets; that's generally where we think we can add the most value and be the most competitive,” Kruger said on a quarterly conference call. "Fort Hills would fit into that." Total owns a 31.23% stake in Alberta's Fort Hills, with the operator Suncor owning the rest. Suncor agreed in April to buy Total’s Canadian operations for CAD 5.5 billion ($4.08 billion), including Total’s Fort Hills interest and its 50% stake in the Surmont facility. However, ConocoPhillips (COP.N), which operates Surmont, exercised its right of first refusal to buy Total’s stake instead of Suncor, triggering a review of Suncor’s deal with Total. Kruger said Suncor also has internal options to increase its long-term bitumen supply.
공시 • Jun 08Suncor Appoints Dave Oldreive as Executive Vice President, DownstreamSuncor announced that Dave Oldreive will be joining Suncor as executive vice president, Downstream. Dave brings nearly 30 years of energy industry experience, including extensive experience in Canadian refining and a keen understanding of the Canadian market. He is known for delivering operational excellence and enhanced competitiveness as well as for transforming culture and leadership. Through his career with ExxonMobil and Imperial Oil working in Canada, the United States and Singapore, Dave has had a variety of roles in engineering, operations, supply, and corporate functions with increasing responsibility. In his most recent position as the head of ExxonMobil's Baton Rouge refinery he was responsible for all aspects of safe, reliable and profitable operations of the refinery. Prior to that, Dave was the refinery manager for Imperial Oil's Strathcona refinery. Dave holds a mechanical engineering degree from Dalhousie University and a Master of Business Administration from Saint Mary's University.
공시 • Jun 07Suncor Energy Inc. to Report Q2, 2023 Results on Aug 01, 2023Suncor Energy Inc. announced that they will report Q2, 2023 results on Aug 01, 2023
Reported Earnings • May 11First quarter 2023 earnings released: EPS: CA$1.54 (vs CA$2.06 in 1Q 2022)First quarter 2023 results: EPS: CA$1.54 (down from CA$2.06 in 1Q 2022). Revenue: CA$12.3b (down 8.1% from 1Q 2022). Net income: CA$2.05b (down 30% from 1Q 2022). Profit margin: 17% (down from 22% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to decline by 10% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in South America are expected to remain flat.
공시 • May 10+ 1 more updateSuncor Energy Inc. Approves Quarterly Dividend, Payable on June 26, 2023Suncor Energy Inc.'s Board of Directors has approved a quarterly dividend of $0.52 per share on its common shares, payable June 26, 2023 to shareholders of record at the close of business on June 5, 2023.
Upcoming Dividend • Feb 23Upcoming dividend of CA$0.52 per share at 4.7% yieldEligible shareholders must have bought the stock before 02 March 2023. Payment date: 24 March 2023. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 4.7%. Lower than top quartile of Mexican dividend payers (5.9%). Lower than average of industry peers (33%).
공시 • Feb 16Suncor Energy Approves Quarterly Dividend on its Common Shares, Payable March 24, 2023Suncor Energy's board of directors has approved a quarterly dividend of CAD 0.52 per share on its common shares, payable March 24, 2023 to shareholders of record at the close of business on March 3, 2023.
Reported Earnings • Feb 16Full year 2022 earnings released: EPS: CA$6.54 (vs CA$2.77 in FY 2021)Full year 2022 results: EPS: CA$6.54 (up from CA$2.77 in FY 2021). Revenue: CA$58.3b (up 49% from FY 2021). Net income: CA$9.08b (up 120% from FY 2021). Profit margin: 16% (up from 11% in FY 2021). The increase in margin was driven by higher revenue. Revenue is expected to fall by 18% p.a. on average during the next 2 years compared to a 2.8% decline forecast for the Oil and Gas industry in South America.
공시 • Feb 15Suncor Energy Inc. Updates Production Guidance for 2023Suncor Energy Inc. updated production guidance for 2023. Suncor has updated its 2023 Fort Hills production range from 90,000 bbls/d - 100,000 bbls/d to 85,000 bbls/d - 95,000 bbls/d, to reflect the lower incremental working interest purchased from Teck of 14.65%, with no change to Suncor's total upstream production range.
Board Change • Jan 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Jackie Sheppard was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
공시 • Jan 07Canadian Utilities Limited (TSX:CU) acquired Portfolio of Wind and Solar Assets and Projects Located in Alberta and Ontario from Suncor Energy Inc. (TSX:SU) for approximately CAD 710 million.Canadian Utilities Limited (TSX:CU) entered into a definitive agreement to acquire a Portfolio of Wind and Solar Assets and Projects Located in Alberta and Ontario of Suncor Energy Inc. (TSX:SU) for approximately CAD 730 million on October 5, 2022. The transaction is subject to customary closing conditions, including applicable third-party regulatory reviews and approvals. The purchase price is subject to closing adjustments typical of transactions of this nature. The transaction is expected to close in the first quarter of 2023. The acquisition is expected to be earnings and cash flow accretive in 2023. Canadian Utilities Limited (TSX:CU) acquired Portfolio of Wind and Solar Assets and Projects Located in Alberta and Ontario from Suncor Energy Inc. (TSX:SU) for approximately CAD 710 million on January 6, 2023.
공시 • Jan 03Suncor Energy Inc. to Report Q4, 2022 Results on Feb 14, 2023Suncor Energy Inc. announced that they will report Q4, 2022 results on Feb 14, 2023
Valuation Update With 7 Day Price Move • Dec 19Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to Mex$592, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 4x in the Oil and Gas industry in South America. Total returns to shareholders of 8.9% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$886 per share.
Reported Earnings • Nov 05Third quarter 2022 earnings released: CA$0.45 loss per share (vs CA$0.59 profit in 3Q 2021)Third quarter 2022 results: CA$0.45 loss per share (down from CA$0.59 profit in 3Q 2021). Revenue: CA$15.1b (up 48% from 3Q 2021). Net loss: CA$609.0m (down 169% from profit in 3Q 2021). Revenue is expected to fall by 9.4% p.a. on average during the next 3 years compared to a 6.4% decline forecast for the Oil and Gas industry in South America. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • May 26Upcoming dividend of CA$0.47 per shareEligible shareholders must have bought the stock before 02 June 2022. Payment date: 24 June 2022. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of Mexican dividend payers (6.0%). Lower than average of industry peers (20%).
Recent Insider Transactions • May 15Independent Director recently bought Mex$14m worth of stockOn the 12th of May, Russell Girling bought around 20k shares on-market at roughly Mex$700 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought Mex$37m more in shares than they have sold in the last 12 months.
