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.

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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

PAST TOP PICK

(A Top Pick June 30/09. Up 0.19%.) Expecting substantial growth out of the Montney play next year. Gas is there and they just have to build the infrastructure to get it out. One of the better management teams.

PAST TOP PICK

(A Top Pick Aug 1/08. Down 37.9%.) Gassy but still likes.

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%.

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.

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

Showing 511 to 525 of 816 entries

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Arc Resources Ltd (ARX.TO)