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

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Arc Resources Ltd (ARX.TO)

33.55

-0.26 (0.77%)

as of Aug 25, 2026, 8:00:01 pm Market Open.

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Investor Insights

Aug 25, 2026, 12:00 am

This summary was created by AI, based on 39 opinions in the last 12 months.

Arc Resources Ltd (ARX) is currently involved in a takeover by Shell, which has led to varied opinions among experts about whether to hold or sell the stock. Many analysts believe that, with the deal price already being met, there is little incentive to hold ARX shares unless investors are interested in receiving Shell shares, which may offer better tax efficiency. Some experts are confident that the deal will close successfully, while others see the stock simply oscillating until the merger is finalized. Furthermore, advisory opinions emphasize that potential buyers should consider larger Canadian energy stocks or ETFs for similar exposure. With some analysts highlighting ARX’s long-term potential in natural gas and its quality assets, the overall sentiment is a mix of caution and optimism about future growth.

Consensus

Hold

Valuation

Fair Value

Similar

CNQ

WEAK BUY

The stock has been devastated. Debt is not a concern. They are producing well. It is a high quality name.

HOLD

Is the dividend safe? He owned it a while ago. It is a really good company with good management and a pristine balance sheet. Even still the stock has not done well, due to the low natural gas prices and no sign of improvement. He is cautious on the dividend and thinks it depends on the natural gas price going forward. He would continue to hold it.

RISKY

A great company, but the oil price is hurting them. 143% 2020 payout ratio, so the dividend is not safe. 6.5x earnings, cheaper than the past 5 years, but that's high compared to their peers. That said, it's a quality name. You can own this if you expect oil prices to rise.

PAST TOP PICK

(A Top Pick Jan 23/18, Down 26%) Another disappointment, but he'd still recommend it. Clean balance sheet, top-tier assets. Great future. Dividend's not in jeopardy. Sold assets to boost balance sheet possibly to buy assets coming up for sale.

BUY

Gas stock, not pure oil. Really likes this. It's fallen a bit due to warm weather, so it will bounce up when it turns cold which is likely this winter.

HOLD

There is no distinguishing the have and have-not companies. You can now buy the best quality companies at the same discounts to their peers. Their next big production project comes on later in 2019. Management is great. We have probably reached the maximum level of capitulation.

DON'T BUY

Sold it 18 months ago, because there weren't enough pipelines to take away natural gas in western Canada, just like the oil problem. Also, nat. gas production in U.S. can be shipped closer to U.S. destinations instead of shipping it from western Canada. There's no easy solution to this. We won't get an L&G terminal in BC in 2023, though it's a glimmer of hope.

RISKY

Expensive vs. peers, but excellent assets and an efficient operator. He sees 10% growth. He likes it. Buy only if oil hits $60-70.

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WAIT

This is a long term, well run, mostly gas run company. When LNG Canada project production starts, it may not specifically benefit Arc, but it will take some of the natgas out of the current pipeline infrastructure, which would benefit Arc. It is on her watch list. She thinks they will be buying Arc in the future.

SELL

He sold in the last couple of weeks. They are mostly gas and some liquids. The price they are getting has been moving up but it will take time for the infrastructure to get in place for them to get a decent price. Long term LNG projects will be good for them.

COMMENT

ALA-T vs. ARX-T. ALA-T is going through a reorganization. It complicates his model. The trailing PE is 19 times and it is cash flow positive. The yield is very high at 10.2% with payout at 60%. The ROE is okay at 6%. He would wait until the financing of the spin out is complete and the market should be more comfortable. He does not follow ARX-T.

TOP PICK

A well respected natural gas producer that had been trading too expensively. It now trades at a more reasonable 6-7 times cash flow. It remains profitable due to its liquids position. West coast LNG will benefit this stock. Yield 4.3%. (Analysts’ price target is $18.25)

COMMENT

Projecting 11% production growth till 2020. Balance sheet pretty good. Not a lot of cashflow per share growth. Pricier than its peers. An 111% payout ratio. If fund flows come to Canada, they’ll come to this name. Will benefit from LNG. Real key is whether oil will stay at $73. If yes, you can buy a lot of energy names, and ARC is one of them.

BUY ON WEAKNESS

He continues to own this as it is primarily natural gas focused and has a great land and reserve base. He was buying it around $12.80.

HOLD

He has strong reason to believe a go decision will be made for an LNG project – likely in late-October. There are on the ground plans in Kitimat for festivities. ARX-T has good liquids exposure as well. He would prefer Tourmaline.

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Arc Resources Ltd (ARX.TO)