# Suncor Energy Inc. (SU)

> Source: Nexqual · https://nexqual.com/SU · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, Suncor Energy Inc. (SU), nexqual.com/SU" · informational, not investment advice.

**Price:** USD 77.41 (-2.04% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 79.02 · day 76.69–80.24 · 52w 38.72–80.25 · market cap $91.4B · NYQ

## Key facts
- 4 of 80 tracked superinvestors hold SU (13F, Q2 2026): 1 new, 0 added, 3 reduced, 0 unchanged.
- Analysts: Buy (mean 1.86 on a 1–5 scale) (21 analysts), mean target USD 74.94 (range 68.54–79.24).
- Total return with dividends: 1Y +99.5% vs S&P 500 +14.9%; 5Y +309.7% vs S&P 500 +80.3%.
- Next earnings: 2026-11-03, EPS estimate USD 3.33, revenue estimate $16.6B.

## Superinvestors (SEC 13F-HR, Q2 2026)
4 of 80 tracked investors hold SU. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Dodge & Cox Funds | Dodge & Cox | 0.71% | $1.36B | Reduced -3.4% |
| Van Den Berg Management I |  | 0.10% | $489K | Reduced -0.1% |
| Sarah Ketterer | Causeway Capital Management | 0.08% | $7.4M | New position |
| Lee Ainslie | Maverick Capital | 0.01% | $1.1M | Reduced -6.7% |

## Analysts
Consensus Buy (mean 1.86 on a 1–5 scale), 21 analysts; mean target USD 74.94 (low 68.54, high 79.24).

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | +99.5% | +309.7% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +100.0% | +32.5% |
| Volatility (annualized) | 27.9% | 33.7% |
| Max drawdown | -22.7% (May 2026→Jul 2026) | -33.4% (Jun 2022→Sep 2022) |

## Peers (Oil & Gas Integrated)
E (ENI S.p.A.) USD 59.53 +0.56% · EQNR (Equinor ASA) USD 46.42 +0.65% · BP (BP p.l.c.) USD 50.05 +0.40% · CVE (Cenovus Energy Inc) USD 32.01 -3.38% · PBR (Petroleo Brasileiro S.A. Petrob) USD 25.62 -0.16% · TTE (TotalEnergies SE) USD 90.96 +0.69%

## More
Full page: https://nexqual.com/SU · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Supply chain and relationships (SEC annual reports)


Other companies that name SU in their own reports (relationship from SU's side):

| Relationship | Company | Their filing | Sentence |
|---|---|---|---|
| partner | LanzaTech Global, Inc. (LNZA) | 10-K 2026-03-31 | "On April 1, 2021, we entered into an amended and restated investment agreement with LanzaJet, British Airways PLC ("British Airways"), Mitsui & Co., Ltd. ("Mitsui"), Shell Ventures LLC ("Shell") and S…" |
| supplier | Civeo Corp (CVEO) | 10-K 2026-03-03 | "Our largest customers in 2025 were Fortescue Metals Group Ltd. and Suncor Energy Inc., who each accounted for more than 10% of our 2025 revenues." |

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $3.33 | $2.45 | +36.0% | $16.60B | 11 |
| Next quarter (ends 2026-12-31) | $3.56 | $2.24 | +58.4% | $16.63B | 7 |
| Current fiscal year (ends 2026-12-31) | $11.97 | $9.67 | +23.7% | $66.29B | 12 |
| Next fiscal year (ends 2027-12-31) | $9.77 | $7.93 | +23.3% | $60.31B | 11 |

## Options: expected move (Cboe, 15-min delayed)

Expected move by 2026-11-06 (includes earnings 2026-11-03): ±5.9%; earnings reaction alone ±2.7%.

| Expiration | Days | ATM IV | Expected move |
|---|---|---|---|
| 2026-10-30 | 7 | 33.6% | ±4.0% |
| 2026-11-06 | 14 | 36.4% | ±5.9% |
| 2026-11-13 | 21 | 37.3% | ±7.3% |
| 2026-11-20 | 28 | 34.3% | ±7.8% |
| 2026-11-27 | 35 | 35.5% | ±8.9% |
| 2026-12-04 | 42 | 31.9% | ±8.9% |
| 2026-12-18 | 56 | 34.4% | ±11.0% |
| 2027-01-15 | 84 | 34.0% | ±13.2% |
