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

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Arc Resources Ltd (ARX.TO)

33.66

+0.11 (0.33%)

as of Aug 26, 2026, 4:13:31 pm Market Open.

937 watching

Investor Insights

Aug 26, 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 in a transitional state as it faces an acquisition by Shell. Many analysts believe the deal will likely go through at the stipulated offer price, suggesting limited immediate upside for holding ARX shares. A recurring theme in the reviews is the strategic decision surrounding whether to convert to Shell shares or invest in other Canadian energy stocks. Analysts emphasize the strong asset quality of ARX but acknowledge concerns regarding project delays, specifically the Attachie project, and its implications for future growth. The sentiment seems cautious, with a call for patience and possible reinvestment in other energy firms or sectors while awaiting clearer performance indicators from ARX.

Consensus

Sell

Valuation

Fair Value

Similar

CNQ

TOP PICK

In gas liquids and have done a good job. One of the better managed. Yield of about 5%.

BUY

Would nibble away at this stock at these levels. Dividend is safe. If gas went to $1.50, they would cut capital spending. They would take money from DRIP programs and they would sell extraneous land, so the dividend is safe.

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.

Showing 451 to 465 of 816 entries

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Arc Resources Ltd (ARX.TO)