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

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Arc Resources Ltd (ARX.TO)

33.38

-0.17 (0.51%)

as of Aug 26, 2026, 6:55:49 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

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.

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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.

BUY

Well managed trust. Good properties. 50%/50% oil and gas.

PAST TOP PICK

(A Top Pick Aug 5/09. Up 16%.) Still likes but would hold off before adding to it.

HOLD

50/50 oil and gas. Have some interesting plays, particularly in Northeast BC where he can see good strong production growth. Will be converting some time later this year. Spending capital on processing of natural gas so distribution could possibly be cut.

TOP PICK

Stock has gone sideways for a long time but very well run. Gas play in the Montney and he is positive on gas for the long-term. Accumulate these while they are cheap.

BUY

About 50/50 natural gas and oil. One of the better managed energy trusts. Doesn't have the yield that a lot of other trusts have because you are paying for quality. Good balance sheet.

TOP PICK

About 55% gas, which will go to about 65% as a result of an acquisition of Storm Exploration (SEO-T). One of the first players to move into the Montney Shale formation. 5.5% yield that he expects will not change when they convert to a Corp.

BUY

Daylight (DAY-T) or Arc Energy (AET.UN-T)? Arc would be the better because they are so conservatively managed with big positions in the Montney. When there is a turning gas, this is the name you want to be in.

BUY ON WEAKNESS

Excellent properties and have increased their exposure to the Montney. Announced increased CapX. Recently raised $250 million quite easily to acquire more properties. Would like to see it 10%-15% lower.

TOP PICK

One of the best management teams in the energy sector. Only about 50% gas but will be closer to 60% in 12 months. Attractive valuation.

BUY

(Market Call Minute.) Very solid. One of the best trusts there is. Has a lock on the Montney.

PAST TOP PICK

(A Top Pick June 30/09. Up 24.33%.) Gas weighted so could be in for a rough summer.

PAST TOP PICK

(A Top Pick March 9/09. Up 95.87%.)

HOLD

Would rank this as #2 behind Baytex (BTE.UN-T). Fine assets.

Showing 466 to 480 of 816 entries

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Arc Resources Ltd (ARX.TO)