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Canadian Natural Launches New Share Buyback and Tightens Free Cash Flow Return Policy

Tipranks - Tue Mar 17, 7:50AM CDT

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Canadian Natural ( (TSE:CNQ) ) has provided an announcement.

On March 10, 2026, Canadian Natural Resources Limited said the Toronto Stock Exchange accepted its plan to launch a new normal course issuer bid, effective March 13, 2026 to March 12, 2027, allowing the company to buy back for cancellation up to 182,396,564 common shares, or 10% of its public float, across Canadian trading systems and the NYSE subject to securities laws. The company also plans to use an automatic share purchase plan to enable repurchases during blackout periods and updated its free cash flow allocation policy in March 2026 to prioritize higher share buybacks as net debt falls, signalling an intensified focus on shareholder returns after repurchasing 27.8 million shares under its current bid that expires March 12, 2026.

Canadian Natural adjusted its free cash flow allocation in March 2026 to direct 60% of free cash flow to share repurchases and 40% to debt reduction until net debt reaches $16 billion, then 75% to repurchases between $13 billion and $16 billion, and 100% to share buybacks once net debt is at or below $13 billion. These moves reinforce the producer’s strategy of using robust cash generation to buy back stock and strengthen its balance sheet, which may enhance per-share metrics and underline confidence in its long-term asset base for investors in the oil and gas sector.

The most recent analyst rating on (TSE:CNQ) stock is a Buy with a C$49.00 price target. To see the full list of analyst forecasts on Canadian Natural stock, see the TSE:CNQ Stock Forecast page.

Spark’s Take on CNQ Stock

According to Spark, TipRanks’ AI Analyst, CNQ is a Outperform.

The score is driven primarily by strong financial performance (profitability and cash generation) and an attractive valuation (low P/E with a solid dividend). Technicals support the uptrend but are tempered by overbought signals, while the latest earnings call was constructive with raised production guidance and strong operating metrics despite natural gas price pressure and some operational headwinds.

To see Spark’s full report on CNQ stock, click here.

More about Canadian Natural

Canadian Natural Resources Limited is a senior crude oil and natural gas producer with core operations in Western Canada, the U.K. sector of the North Sea and offshore Africa. The company focuses on large, long-life assets and manages its capital structure and cash flows to balance growth investment, debt reduction and returns of capital to shareholders through dividends and share repurchases.

YTD Price Performance: 43.06%

Average Trading Volume: 14,957,058

Technical Sentiment Signal: Buy

Current Market Cap: C$138.7B

Find detailed analytics on CNQ stock on TipRanks’ Stock Analysis page.

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