TSE:ARX

Arc Resources Ltd (ARX.TO)

29.80
+0.31 (1.05%)
as of Jun 30, 2026, 8:00:01 pm Market Open.
941 watching
0
Investor Insights
star iconJul 1, 2026, 12:00 am

This summary was created by AI, based on 43 opinions in the last 12 months.

Reviews from various experts indicate a mixed sentiment regarding Arc Resources Ltd. The stock finds itself in a challenging position due to issues surrounding its Attachie project and the overall volatility in natural gas prices. While some analysts maintain a long-term positive outlook, emphasizing its quality assets and potential for growth driven by LNG exports, others advise caution, pointing out production cuts and a lack of immediate upside. The impending acquisition by Shell has added a layer of uncertainty, with opinions split between selling now or holding until the deal closes. Despite the challenges, many experts appreciate the management's efforts in maintaining a solid balance sheet and its commitment to returning capital to shareholders through dividends and buybacks.

consensus icon
Consensus
Hold
valuation icon
Valuation
Fair Value
review icon
Similar
CND-Q
BUY
Best of breed and thinks the dividend is safe. Extremely conservatively managed. Has exposure to Montney. One of the better and more solid companies.
HOLD
Likes it quite a bit. Just lowered distribution in the anticipation that things would get quite tight. Long reserve index. Half oil and half natural gas.
WAIT
12 years life is not a lot of time. In a couple of years it will become a straight energy company. Wait when it gets beaten up because of converting to a corp.
BUY
Fantastic management team. Thinks there is significant upside. May take some time to realize it. Very conservatively managed from a debt perspective. Cut distribution in September and took a hit, making it a good value now.
BUY
It’s one of the good trusts.
TOP PICK
Oil/gas trusts have really taken a beating and virtually all of them are in a Buy zone right now. Excellent management. Big in the Montney and Bakken plays. Good yield.
HOLD
Likes their Montney exposure in BC. Has come off about as far as it will come off and he can see some good upside. Almost 12% yield.
BUY
(Market Call Minute.) Evenly balanced oil and gas.
BUY
Big fan of this trust. Montney region has such great growth potential. Great management. Doesn't currently own but is looking at getting back into it. Excellent cash flow. About a 12% yield.
BUY
Some pretty good underlying fundamentals in terms of operating characteristics and profit growth. 11.2% yield.
COMMENT
(Arc Energy (AET.UN-T) versus Crescent Point (CPG.UN-T).) Less growth but a higher yield. Well managed enough that they have solid prospects.
BUY
Have a very good position in the hot gas play in the Montne. Just pulled the best well recorded in that area. Top tier management.
TOP PICK
Like sit under $30. Thinks oil and gas will stabilize. This one is in both the Montney and Bakken areas. 11% yield.
BUY
(Market Call Minute.) Likes the story. Trading at a pretty rich valuation. Prefers Encana (ECA-T).
BUY ON WEAKNESS
Like this a lot. Just increased its capital expenditure program which will go to good use. Exposure in the Montney region. Has land/opportunities in great areas.
Showing 556 to 570 of 815 entries