TSE:ARX

Arc Resources Ltd (ARX.TO)

29.80
+0.31 (1.05%)
as of Jun 30, 2026, 8:00:01 pm Market Open.
941 watching
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Investor Insights
star iconJul 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.

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Consensus
Hold
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Valuation
Fair Value
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CND-Q
DON'T BUY
It's in no-man's land now. Avoid new lows like this. This could fall to $5.
WEAK BUY
Their debt is very low and acceptable and have lots of cash. Book value is over $10 per share. A high yield and good company in the right fairway. They are liquids rich. He thinks this is a very cheap stock, but there are so many others that you can own. There could be another 5-10% downside for weakness. Yield 7.5%.
TOP PICK
It is getting kicked out of the MSCI world index tomorrow and going into the small cap index. It got beaten up and so he is recommending it for an energy stock. (Analysts’ price target is $13.23)
PAST TOP PICK
(A Top Pick Apr 05/18, Down 42%) He got stopped out. Crude prices have not rallied, so the stock has not improved. Energy is great value at the moment, but this would not be his first entry back into the space.
TOP PICK
The disparity in oil stocks between fundamentals and share prices has never been wider, but ARX falls into a nice middle ground. It's been hit the last few days on weak gas prices, but two-thirds of cash flows are supported by oil, but they also have long-term exposure to LNG Canada and LPG export. Plus, they're marketing their products to the States. Well-run and you get paid a 7% dividend. (Analysts’ price target is $13.53)
DON'T BUY
Still on its long downtrend.
HOLD
It is an ultra-high level quality company that has been impacted by its exposure to natural gas production. It only trades at 3-4 times cash flow, when it used to trade at 8 times. The lack of trading liquidity in the space is holding back valuations. The only knock is that they are outspending cash flow this year. A short term issue. A solid name.
COMMENT
Stock is cheap here. Pays a monthly dividend of almost 7%. Book value is $10.39. All natural gas stocks have been beat up. Paid down debt, and equity's gone up. Decent balance sheet. Sitting in the fairway that will benefit from LNG exports 3-4 years from now. Not on his list, but sees the merits of owning it.
DON'T BUY
He used to own it. A great company, but it produces natural gas in Northern BC. The market fundamentals are awful there. He sold out at $14 and he is glad to not own it.
BUY
He sold at the end of the year. This has historically been one of the best run companies. They are caught up in the lack of ability to get gas out of the country. You are getting paid to wait. Consider adding to it here. When these stocks go up, they go up a lot.
RISKY
Pays a good dividend of 6.7%. He likes it now to play the energy sector. It's come down a lot over time but is now in a seasonal period. Lighten up around June.
DON'T BUY
One of the better operators in Alberta. But as underlying price drops, constant pressure on the company. At these levels, as long as you're at 100% payout ratio, you're probably fine. But if oil price dips, they'll have to reduce capex or dividends, and that's not growth. He's not looking at these levels.
TOP PICK
26% of production is in liquids. Strong balance sheet in a depressed industry. PAys a 6.34% dividend (Analysts’ price target is $13.36)
HOLD
Conservative management team. They have re-geared their business around the Montney region. Cash flow today is not a great reflection of what the future will be, he thinks. The dividend has held around 5-6% and he plans to hold for the long term. Yield 5.8%
WEAK BUY
The stock has been devastated. Debt is not a concern. They are producing well. It is a high quality name.
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