Canadian Natural Rsrcs (CNQ.TO) Buy, Sell or…

Home

Daily Stock Opinions and Ratings

Canadian Natural Rsrcs (CNQ.TO)

63.93

-2.29 (3.46%)

as of Jun 5, 2026, 7:20:08 pm Market Open.

1398 watching

Investor Insights

Jun 5, 2026, 12:00 am

This summary was created by AI, based on 93 opinions in the last 12 months.

Canadian Natural Resources (CNQ) is regarded as one of the best-managed oil and gas companies in Canada, demonstrating solid operational performance and a commitment to returning capital to shareholders through dividends and stock buybacks. Experts highlight its significant reserve base, discipline in management, and ability to remain profitable even at lower oil prices, contributing to its attractiveness as a long-term hold. Despite some experts mentioning concerns regarding oil price volatility and the broader energy market outlook, many agree that CNQ's diversification and low-cost production make it a resilient player in the industry. The company has consistently raised dividends for over 25 years, reflecting strong cash flow generation and fiscal responsibility, with analysts projecting a positive long-term trajectory for the stock, particularly if oil prices stabilize or rise again.

Consensus

Hold

Valuation

Fair Value

Similar

Suncor,SU

TOP PICK

Are growing the dividend. They are retiring 1% of share each month. He's bullish oil. Now is an attractive entry point. (Analysts’ price target is $91.71)

HOLD

Another special dividend? Hard to say. Payout ratio about 30%, which isn't bad but not as low as some others like TOU. All he can say is that it's committed to returning value to shareholders.

TOP PICK

They have invested a lot in Oil Sands that will pay off. They will return more and more money to shareholders as debt declines. Any increase in oil benefits CNQ. Pays a good dividend. (Analysts’ price target is $91.55)

WEAK BUY

They beat Q3 on strong oil sands sales and raised their dividend 13%. Debt profile is improving that will see shareholder returns. Good dividend. Little production growth. Are better names in energy with a cheaper EV like Arc Resources. CNQ is still good and will do well along with the price of oil.

COMMENT

The question was on CNQ as compared to Cenovus. CNQ is dominant in exploration and production in Canada and he likes this space. Cenovus is more of an oil sands play and is popular with analysts' outlooks. It is very well run and maybe has a bit more of an upside that CNQ. He is not a trading fan and would give a slight edge to CNQ. On a more general note regarding the big oil companies, he would like to see capital expenditures become more dominant, rather than concentrating on just shareholder returns though dividends and buybacks. With such great free cash flows they should be able to do both.

TOP PICK

One of the largest energy companies in North America. Best natural gas stock to own in market. Believes 25% upside possible with ~4% dividend. Very healthy profit margins.

PAST TOP PICK

(A Top Pick Feb 03/21, Up 160%) Not bullish on energy prices. Cautious on the name. Darling amongst energy stocks with excellent dividend yield. Very strong management.

BUY

A great business that's executed and acquired well. Oil will be tighter than people think. After 2020, they all cut capex, paid down debt, bought back stock, increased dividends. They continue to do all this. Will continue to throw off lots of free cash.

DON'T BUY

Sell CNQ, buy SU? CNQ has a model price of $135.07, 65% upside. Where were investors 2 years ago, when they could have bought these stocks for pennies? SU doesn't have as high a valuation, has 100% upside. Neither is at a level he'd buy today, he'd want meaningful pullbacks.

BUY

He's overweight oil. It's still a tight market and will remain so, despite demand worries from China. CNQ is buying back shares, all good for shareholders. CNQ is dominant in this space, focusing on heavy crude oil. Is concerned of the widening price difference between WTI and WCS crude oil. Also likes Suncor, Crescent Point, Arc and Whitecap.

BUY

Has a 22% free cash flow yield. Look for share buybacks and variable dividends. Has one of the smartest managers. A large cap which has the same upside as smaller caps but without the volatility. Very high quality.

BUY

Global slowdown is real. One of those names you can put in your RRSP and forget it. Well diversified, lots of free cashflow, dividends and buybacks. Safe bet at these levels. Yield about 4.1%.

BUY

Ovintiv vs. CNQ CNQ. It's twice as big an oil producer as Ovintiv (formerly Encana), and over time has compounded more wealth for shareholders. They have similar valuations. CNQ yields over 4% and Ovintiv at 1.9%. Have similar credit ratings. However, CNQ has way more oil in the ground to pump. That said, he is fading oil and gas in his portfolio.

BUY

Excellent company with very strong management. Long term prospects for company excellent. Large investments into reserves will start to payoff in the coming years. Strong commodity price good for cash flow. Conservative balance sheet. Expecting increase in return to shareholders(buybacks and dividends). Today a good day to buy with market selloff.

TOP PICK

Largest senior producer in Canada, diverse asset base, industry-leading cost structure. Can maintain dividend and cashflow even if oil were in mid-$30s. His outlook for oil is favourable. Dividend could increase. Yield is 4.14%. (Analysts’ price target is $91.67)

Showing 271 to 285 of 1,703 entries

Most Recent Experts

Brian Madden

First Avenue Investment Counsel

The Panic-Proof Portfolio (Stockchase Research)

Stockchase Premium

Darren Sissons

Campbell Lee & Ross

The Weekly Buzzing Stocks by Billy Kawasaki

Stockchase

Joe Terranova

Virtus Investment Partners

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

Canadian Natural Rsrcs (CNQ.TO)