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

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Arc Resources Ltd (ARX.TO)

32.57

+0.12 (0.35%)

as of Jul 22, 2026, 5:13:16 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

PARTIAL BUY

In a recession? Current prices are attractive, and recession fears are overdone. You can buy a little here, but don't back up the truck.

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.

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Arc Resources Ltd (ARX.TO)