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

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Arc Resources Ltd (ARX.TO)

33.39

-0.16 (0.48%)

as of Aug 26, 2026, 7:51:43 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

HOLD

50/50 gas oil, very well run energy trust. There is nothing in there to get excited enough on any day. Nice predictable company with exposure to shale plays. He would not buy it buy if you have it, might as well hold it.

BUY

Excellent energy trust, one of the few companies that can grow production and cut operating cost.

BUY

Going to Buy it. His entry was to be $21.50 or better. This is a good entry point and you can hold it for some time.

BUY

(Market Call Minute) Fantastic finding and development costs. Well-run company and makes money with $5 gas.

TOP PICK

It remains run by one of the smartest management teams out there. They have great properties. It’s an unconventional gas play. An above average growth pattern. Commodity prices are the biggest risk.

PAST TOP PICK

(A Top Pick June 30/09. Up 18.57%.) Still a buy.

PAST TOP PICK

(A Top Pick Jan 23/09. Up 39.86%.) Still buys on weakness.

PAST TOP PICK

(A Top Pick Feb 6/09. Up 9.47%.) Still a buy.

TOP PICK

Even balance between oil and gas, which he likes. Economics down to $4-5 per mcf. 13-15 years inventory. Well positioned to transition into a growth company at the end of the year. Interesting oil assets. This has been a laggard in the trust space. Excellent balance sheet.

BUY

About 50/50 natural gas and oil. Have some great assets. 6% yield. Already cut the dividend a significant amount so as they convert he does not expect further cuts. Good management. Expect you will get 10%-15% return.

SELL

Well managed but there is a potential small cut when they convert to a corp. Even a small cut in the short term would hurt the price so he would consider Crescent Point (CPG-T), which has already converted and the yield is very similar and they have better growth.

SELL

Well run. Not as dynamic as it was. Big broad producer and is well hedged and will move with the commodity. Hard to have growth. He would rather have something like Imperial Oil (IMO-T), which doesn't have the trust structure and is very transparent in what they are doing.

PAST TOP PICK

(A Top Pick Dec 5/08. Up 32.98% plus distributions.) Too much gas. He is negative on the gas side but this is one of the better operators. Still a Hold.

BUY

On his potential buy list. They acquired some assets and are doing an issue to pay for them. Doesn’t know if there is dilution, but thinks not. Risks are major spike in interest rates, pickup in inflation or further decline in US$. Deficit spending in US is bothering him.

HOLD

A great trust. Claim they can keep their distribution going as they have a lot of tax loss carry forward they can use. They can make money on their new Montney gas play in northern BC.

Showing 481 to 495 of 816 entries

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Arc Resources Ltd (ARX.TO)