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

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Arc Resources Ltd (ARX.TO)

29.80

+0.31 (1.05%)

as of Jun 30, 2026, 8:00:01 pm Market Open.

941 watching

Investor Insights

Jul 1, 2026, 12:00 am

This summary was created by AI, based on 43 opinions in the last 12 months.

Reviews from various experts indicate a mixed sentiment regarding Arc Resources Ltd. The stock finds itself in a challenging position due to issues surrounding its Attachie project and the overall volatility in natural gas prices. While some analysts maintain a long-term positive outlook, emphasizing its quality assets and potential for growth driven by LNG exports, others advise caution, pointing out production cuts and a lack of immediate upside. The impending acquisition by Shell has added a layer of uncertainty, with opinions split between selling now or holding until the deal closes. Despite the challenges, many experts appreciate the management's efforts in maintaining a solid balance sheet and its commitment to returning capital to shareholders through dividends and buybacks.

Consensus

Hold

Valuation

Fair Value

Similar

CND-Q

BUY

He owned it a few years ago, then got back into it recently. Great managers and asset base in Alberta. They pulled back in their capex recently to be prudent in a tough oil market. The yield pays nearly 10% and should be sustainable based on a good cash flow, levels we haven't seen in 20 years. But oil stocks can still head lower: caveat.

BUY

The poster child for the lack of interest in oil mid-caps. It has a strong balance sheet and good managers, but now pays a 10.8% yield and trading at a 10% premium to their liquidation value. That's staggering. A good company that's been lambasted.

BUY

Their balance sheet is one of the stronger ones out there. They have said they are supportive of their 11% dividend. He thinks it is secure. They are on the fairway of LNG.

PAST TOP PICK

(A Top Pick Jun 25/18, Down 50%) Was more bullish on energy then. LNG permits and approvals were happening, but the funds have not been flowing into energy. Should probably look into integrated major like Suncor right now. Need to see LNG facilities operating before the stock can take off. Good dividend with low cost and low debt. Energy has been a tough sector.

HOLD

Dividend is approaching 14%. Too good to be true? No. He used to own this. Trades at 0.6x book value, an all-time low. Dividend is safe. LNG will get built on the west coast, so be patient and get paid to wait.

DON'T BUY

They barely cover their dividend, near 100% payout ratio. They have a good balance sheet. It's a cheap energy stock, but there are many these stocks. ARX has no price momentum--that's their problem. He's neutral on it.

BUY

Strong balance sheet. Very cheap. No problem with the dividend. But nat gas is in the doghouse right now. A quality name. Wants to do some homework on it, and may buy. Massive upside here. Yield is 9.6%.

PAST TOP PICK

(A Top Pick Jul 16/18, Down 52%) It really should not be down. He does not think the dividend is under threat as the balance sheet is strong. It has light crude exposure. He would look to buy more here. He thinks they should buy back their stock. Yield 9.4%

COMMENT

The CEO believes their 9.6% yield is sustainable. They will cut capex and defer growth to protect the balance sheet. So, the yield is safe, but don't expect growth.

PAST TOP PICK

(A Top Pick Jul 03/18, Down 49%) The company made the same amount of money in Q1 as last year. He is perplexed by the market sentiment. The dividend is over 9% and he thinks they will not cut it at current oil and gas prices. Oil accounts for 70% of their cash flow. A bargain and he continues to buy. Yield 9.2%

TOP PICK

He does not think the dividend will be cut, unless commodity values drop sharply or they decide to use capital to buy back shares. They have a huge undeveloped land holding position. The management team is building the company for the next decade. He has faith in them. Yield 9.23%. (Analysts’ price target is $11.37)

DON'T BUY

Its trend channel is heading south, not north. If it stops making lower lows and lower highs, it may start basing, which would be good. It's not going sideways yet, but keeps going down.

DON'T BUY

A weak stock and if the market tumbles, the dividend will get cut.

DON'T BUY

A really good company with great properties. But it doesn't matter as their base is natural gas, where prices are not going any where. It may look cheap as a stock, but it is not changing anytime soon.

COMMENT

Dividend can get cut at any time. They'll do it to protect the balance sheet at any cost, and the stock may go up. Methodical execution. As long as there's a conventional oil and gas business, ARC will be there.

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Arc Resources Ltd (ARX.TO)