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

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Arc Resources Ltd (ARX.TO)

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31.85

-0.08 (0.23%)

as of Jun 11, 2026, 7:54:41 pm Market Open.

942 watching

Investor Insights

Jun 11, 2026, 12:00 am

This summary was created by AI, based on 45 opinions in the last 12 months.

Arc Resources Ltd (ARX) is currently in a state of transition due to its acquisition by Shell, which could result in a stagnation period until the deal closes. While some analysts see the acquisition as a positive move due to Shell's need for assets, others express caution, suggesting limited upside and advocating for selling or reallocating into other energy equities. Many experts highlight the importance of tax implications with the deal's structure, which includes a stock and cash component from Shell. Additionally, there are concerns over Arc's Attachie project, which has faced development issues, impacting overall stock performance. Despite these challenges, the company is recognized for its quality assets and potential growth in natural gas, with several analysts recommending patience and suggesting the stock has solid long-term growth prospects.

Consensus

Hold

Valuation

Fair Value

Similar

TOU

COMMENT

50% oil-50% gas. One of the better performers in the oil/gas sector last year but is probably getting hurt along with all the other gassy style stocks. Dividend is sustainable. If you are an income seeker, he would buy and hold but if you are looking for growth it would look elsewhere.

DON'T BUY

Not geopolitical investors, but what’s going on in Iran could push oil prices up.

TOP PICK

Dividends! 4.6% In a volatile market like we have now they have 10% production growth and stable dividends. They have a hedges in place that protect the price over the next couple of years. 18% total return projected.

TOP PICK

Trace record of execution is good. A good management team. Great sustainablity model. Payout model is 110% this year to 90% next year. A lot of good prospects in this environment. At this level it's good, if you are patient and scale in as it goes lower even better.

BUY

He sees good value if you buy it in low $20s. 10-12% growth. You can sleep at night owning this.

PAST TOP PICK

(A Top Pick July 2/10. Up 30.91%.) This gives you yield and has great reserve growth and good management. Trimmed at about $27 but will add back at about $24.

BUY

Prefers oil vs. gas weighted stocks. This is the first to do fracing. They have never had a production miss. They are gas and oil weighted.

BUY

Been a top tier performer. They know how to manage and deliver consistent returns. Consistent dividend yield. Fairly balanced between oil and gas. The real upside comes from its key Monte assets in Alberta, so tracks gas a little closer than oil. 4.8% dividend yield is sustainable.

TOP PICK

Natural gas. Gas storage in the US has changed dramatically. Instead of the usual story where the gas inventory builds up rapidly, it has been reasonably slow. Makes him wonder if the industrial consumption has picked up. If so, maybe we have seen the bottom. This one of the best managed energy companies in western Canada. A very big and profitable part of their production is in gas liquids. Good yield.

SELL

Not his favourite top pick in the oil patch. It’s way too expensive. They are great operators but the price reflects that. Would take profits.

PAST TOP PICK

(A Top Pick Feb 12/10. Up 22.38%.) Still a Buy.

DON'T BUY

Best management of trust out there of last decade. When they convert, you have to show some growth. Thinks they will, but perhaps not enough for the current multiple. Needs $2 cheaper or more valuation in order to buy it.

HOLD

Not going to buy any more. Talisman is preferred. Don’t sell it.

BUY

Producing about 73,000 barrels a day. Will be converting but keeping distributions at current level. Tax pools so not taxable for a few years. Well managed. Lot of land positions in the Montney with liquid rich gas. About 57% gas but make money on it. They feel they can grow production by about 10,000 barrels a day for the next few years. 5% yield.

COMMENT

55%/45% natural gas to oil. On conversion, distributions will likely be maintained at around current levels. Well managed and located in good regions.

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Arc Resources Ltd (ARX.TO)