Arc Resources Ltd (ARX.TO) Buy, Sell or Hold

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Arc Resources Ltd (ARX.TO)

32.44

-0.01 (0.03%)

as of Jul 22, 2026, 8:00:01 pm Market Open.

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Investor Insights

Jul 22, 2026, 12:00 am

This summary was created by AI, based on 41 opinions in the last 12 months.

Arc Resources Ltd. (ARX) has faced challenges primarily due to issues with its Attachie project and the volatile natural gas market. Although its stock has taken a hit, many analysts still see potential in the company's long-term growth. There's a general sentiment that the company's assets, particularly in natural gas and condensate, provide a solid foundation for future growth, especially with the anticipated demand for LNG. However, the current price fluctuations and production guidance have led to varied opinions, with some experts advocating for patience and others suggesting investors may want to explore other opportunities in the energy sector. Overall, while concerns remain about the company's current performance and market conditions, analysts still acknowledge its quality assets and the potential for recovery.

Consensus

Hold

Valuation

Fair Value

Similar

CNQ

PAST TOP PICK

(A Top Pick Jul 16/19, Up 12%) Despite a dividend cut, this is doing okay. He expects part of that dividend to come back. Natural gas has turned very positive for Canadian producers. Two big deals in the Montney involving CNQ and Conoco Phillips buying assets as gas prices rising on dropping US oil and gas production. He still likes Arc. Arc has a real ESG focus that will attract capital. We'll still need natural gas.

BUY

He just bought some more this morning. Because of the sell-off, you can buy stocks that have a potential to double. You get natural gas and liquid gas. The quality of assets, balance sheet strength and free cashflow is good.

HOLD

It has been one of his top picks in the past. It is an extremely well managed company. It would not bother him too much to see the dividend cut in this environment.

DON'T BUY

Average down? He has owned it a couple times in the past. He is not bullish on Canadian natural gas, so does not own it now. They are 60% in natural gas and there are summer pricing risk on the commodity. It will take time for a new COO to get set. At $50 oil it is 4 times cash flow -- he thinks there are even more enticing opportunities out there. He would not average down.

BUY

He thinks many companies in the energy space will be "no goes". Their balance sheet is in a much better position now -- debt-to-cash flow has improved to 1.3 times for 2021. Their payout ratio is 72% of 2021 cash flows. A reasonable investment if you think natural gas prices will remain here. One of the Canadian energy stocks to buy.

PAST TOP PICK

(A Top Pick Jul 15/19, Down 4%) It has been one of the best energy sector performers. The natural gas focus is important. He thinks we are going through a global energy transition, which includes natural gas and Western Canada plays a big role. They are pursuing a real ESG program, particularly environmental, focus. This is one of three energy stocks he owns.

COMMENT

ARX vs VET ARX holds super high quality liquids assets in the Montney formation. VET has a more diversified production slate including Australia and the Netherlands as well as Canada. The US has shut in 1.4 million barrels a day, this has reduced associated natural gas production. This will tighten the natural gas markets making it much more bullish. This is helpful for ARX, more so. He has not been a huge supporter of the VET management team and is less bullish on European natural gas markets (where VET is more active). ARX also provides a better dividend stream.

PAST TOP PICK

(A Top Pick Apr 30/19, Down 43%) It has held up rather well compared to other energy companies. Natural gas demand is much more regional and more related to weather. This is one of the best managed and has the best assets. They can grow organically without acquiring any land positions. They cut their dividend early in the crisis to preserve their balance sheet. He was troubled with management changes in February. He is holding position for clients during this downturn.

COMMENT

Natrual gas prices? The 2021 strip price for AECO is over $2. That will work for strong balance sheet producers like TOU, NVA (60% natural gas), and ARX.

BUY ON WEAKNESS

It's one of the best-managed Canadian oil companies. The benefit from LNG takeaway on the west coast. They cut their dividend by 60%. It's a good name with reasonable debt and fine managers. True, there are concerns about the CFO and CEO retiring, but they have bench strength. Also, their assets are strong. Buy under $2.80 for the long term.

PAST TOP PICK

(A Top Pick Mar 20/19, Down 67%) This one hurts. It's higher risk/reward vs. Suncor, but they are lowering their dividend and capital program. He'd rather they completely remove the dividend.

PAST TOP PICK

(A Top Pick May 23/19, Down 47%) This has great assets and a great management team. They have more natural gas exposure. He has scaled out of some of his position and is not recommending to add to a position here.

DON'T BUY

He wouldn't buy this. He bought it three years ago, thinking it was the top natural gas producer, but nat gas didn't enjoy great demand. It will need that LNG terminal to be built on the west coast. This market will be oversupplied for 4-5 years. Arc is best of breed, though.

DON'T BUY

The COO of ARX has just stepped down and there has been no announcement about it. The dividend is not safe at $43, but at $50 it is. They will likely continue to pay dividends for the next quarter or two, but will have to re-evaluate after. There are better names out there to buy. Yield 10.6%

COMMENT

TOG vs ARX vs WCP? He favours TOG and WCP over ARX presently. TOG has a 7.7% yield and trades only at 6% above the blow down value of their existing wells and has a strong balance sheet.

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Arc Resources Ltd (ARX.TO)