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

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Arc Resources Ltd (ARX.TO)

32.44

+0.52 (1.63%)

as of Jun 11, 2026, 1:47:01 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

TOP PICK

Likes oil/gas and this one is 50/50. Management is top rate. Mid-tier producer at 60,000 barrels a day. Enterprise value per flowing BOE per day is around 84,000. Yield of about 6.58%.

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PAST TOP PICK

(A Top Pick Nov 13/08. Down 7.22%.) About 50% gas. One of the leading players in the Montney shale in northeast BC. Good pipeline of drilling opportunities. Buy.

TOP PICK

(A longer-term pick.) Great exposure to assets in the Montney, a natural gas play in northern BC. Currently have a 50/50 balance between oil and gas. Great management. Have cut distributions several times and she thinks they are through that cycle. She sees good production growth, particularly into 2010 when they start bringing Montney production on stream.

HOLD

50/50 split between oil and gas Very solid management team. Good quality suite of assets. Dominant swing factor for them are holdings in the Montney region, particularly Dawson Creek. Natural gas prices are hovering around $2.50. Not economical for them but does not detract from the longer-term value. Could be some short-term volatility.

COMMENT

Like so many of the trusts, has been disappointing in the last little while. Royalty trusts should be okay going forward on their yields because of their “loss carried forward”, which should shelter the dividends. If they have more than 50% gas, they will be under pressure from low gas prices.

TOP PICK

Chances that 6.9% distribution will be cut in order to fund the Montney program in northeast BC and will allow them to transition from a trust to more of a growth in 2011. Very good valuation especially for growth ahead. Market perceives it as a gas trust but it is actually balanced between oil and gas. Long-term basis they have some very good oil projects for enhanced oil recovery.

BUY

Will probably be a trust as long as it can be. When it goes to a corporation, it is hoping to generate enough cash flow to pay both capital expenditures, taxes and continue distributions/dividends. Think they'll be successful at this.

BUY

(Market Call Minute.) This is a Buy for a longer-term investor. One of the better managed trusts. Great properties, good management and a good balance sheet.

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DON'T BUY

Reserve life is probably the single most important impact on the stock. Oil/gas royalty trusts can no longer tap capital markets for secondary rounds of financing and are now saddled with pretty marginal assets and weak balance sheets. Would prefer Vermilion Energy (VET.UN-T) or Royal Dutch Shell (RDS.A-N), which pays 7%.

PAST TOP PICK

(A Top Pick June 20/08. Down 34.23%.) Good recovery going on. A player in the Montney and he still likes it. Good management. Have hedged so distributions should be okay.

PAST TOP PICK

(A Top Pick Nov 26/08. Down 13.71%.) A little more than 50% oil but a big natural gas component to it. Natural gas is really hurting. Had fully expected gas to be around $5-$6. If you own continue to Hold.

DON'T BUY

One of the great trusts but because of the hedging and the implied stability, it never got cheap enough.

PAST TOP PICK

(Top Pick Apr 16/08, Down 35.75% including distribution) Long-term play – gas will be cheap all summer. Wait to buy

COMMENT

Considered as one of the best in the industry on the natural gas side. Good management, asset plays and cost structure. Until natural gas prices recover, the stock will probably languish. If you have a long-term time horizon and if we are in a $8 to $10 price environment, the stock will probably be up 10 points from here.

PAST TOP PICK

(A Top Pick Nov 26/08. Down 24.3%.) Only reason he didn't get stopped is because crude went from $35 to the low $40’s so with underlying crude position improving he expects it may come back a little.

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Arc Resources Ltd (ARX.TO)