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

BUY

No question that you will see a decline in distributions in all energy trusts. In this one, he is looking for a 40% reduction. This company and management are one of the finest mid cap oil companies in this country. Great long-term Buy.

BUY

Has been operating well with regards to maintaining production and increasing reserves. Price is down along with the price of oil. This is the one of the better places for oil/gas. Good balance sheet and resource base.

BUY

Although the commodity has taken off, these trusts have not followed through yet. NAV in the $17 range.

HOLD

Have cut their distribution along with all the oil/gas trusts. Good reserve life and distribution percentage of free cash flow is good. Probably looks inexpensive compared to its peers.

HOLD

Almost the benchmark trust in the industry. Half natural gas and half oil. 11%-12% distribution is fairly safe. Financially strong.

TOP PICK

Well run oil company that happens to be an income trust. Loves their Montney properties. Cut their payouts but 12.25% should be sustainable. If gas prices come back, which he thinks it will, you'll probably see the payouts come back again.

BUY

On a debt to cash flow basis looked quite good but saw an opportunity to raise cash and got $250 million. A prudent move on their part as it will fund their capital projects. (One is a Montney gas plant this year.) Should be part of a core portfolio in energy.

COMMENT

Hurt with the price of oil. Likes oil/gas sector and in particular, energy trusts because they pay while he waits. As the trusts all come off in 2011, most of them have tax pools that will shelter their income.

TOP PICK

Has consistently maintained or grown reserves and production per unit while maintaining a sustainable distribution ratio. Have a Montney play in Dawson that has a big resource.

PAST TOP PICK

(A Top Pick Nov 26/08. Down 28.2%.) Had previously cut distributions so thought it would be okay but the day after the recommendation, they cut it again. Very close to being stopped out. If oil holds, you have a great distribution.

COMMENT

(Market Call Minute.) Looks like a lot of the rest of the sector. It's on support and you will have a chance to Sell if you need to. Either a Hold or a Sell.

DON'T BUY

Trusts are being phased out in a few years but it does not mean trust structures are going away, they are just going into public pension plans. For individual investors, he thinks trusts are overvalued. He would prefer something like ProEx (PXE-T) for growth gas assets at a cheaper price.

BUY

Fairly conservatively managed trust in terms of reserves in the ground and the payout ratio.

TOP PICK

Recently raised $250 million to shore up its balance sheet. Dominant player in the Montney greater Dawson area. Cut distributions a number of times over the last 4 or 5 months. There is probably a good base of distributions.

COMMENT

Cut distributions once already. Likes the exposure to Montney gas play in BC. That will be a huge upside for them in the long haul. Natural gas prices are very weak. Wouldn't buy for a 1-year perspective but for a 3-year perspective he would put it on his list. Could be a further distribution cut.

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Arc Resources Ltd (ARX.TO)