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

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Arc Resources Ltd (ARX.TO)

33.43

-0.12 (0.36%)

as of Aug 26, 2026, 8:00:01 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-T) is currently under scrutiny due to the impending acquisition by Shell. Many experts indicate that there is little strategic advantage in waiting for the deal to close, particularly for those in taxable accounts, as the conversion to Shell shares may be a more tax-efficient option. While the deal is generally seen as positive, concerns exist regarding the performance of natural gas prices and production profiles post-acquisition. Some analysts recommend transitioning into alternative energy stocks like CNQ or OVV, given that the energy market is expected to experience volatility. Other analysts believe patience is warranted, suggesting that the company's quality assets could yield long-term benefits despite short-term setbacks associated with the Attachie project.

Consensus

Hold

Valuation

Fair Value

Similar

TOU

HOLD

He likes the gassy trusts over the oily ones. It has a very long base. Had its low last November and had a higher low this August. It looks okay; just don't let it go down below the August low.

BUY

One of the core names in the oil patch. High quality management team. Strong technical focus and good history of delivering value added results. Expect there will be softness on gas prices.

BUY

A great long-term core holding. When you're looking for energy exposure, this will be one of the long-term stable names. Have a fantastic asset base. One of the few that have been lowering their costs of operations.

WAIT

Arc Energy (AET.UN-T) and Penn West (PWT.UN-T) are probably 2 of the better trusts with some of the best quality assets and the 2 biggest owners in the Pembina oilfield. If you are a bull on long-term oil prices, these are one of the better places to be

HOLD

Half oil, half natural gas. For valuation, it's okay at the moment. Doesn't see any compelling reason to purchase at this moment. Yield of around 12%. Production profile is pretty stable. Reserve life index is around 10 years. Distribution is relatively

WAIT

Has gotten very cheap. Going into the shoulder season with oil prices so you don't need to be in a big rush. Towards the beginning of November would be a great time to be moving into these oil/gas names.

BUY

Price to cash flow is very favourable relative to others. Also, price to NAV is favourable.

HOLD

Great company that pays a double-digit yield of 12%. One of the finest developers of oil/gas properties.

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BUY

Conservatively managed trust. Has good upside. Good balance sheet. Nice mix between oil and gas. CO2 flooding potential.

BUY

Has not recovered since the October 06 bombshell. They grow by the drill bit, not by the chequebook. Conservative management. Almost 12% yield.

TOP PICK

Oil/gas. A trust that will survive the tough times and thrive in the good times. Has a great long-term track record of creating value. Excellent portfolio of properties and excellent management. Good price.

COMMENT

Have a market cap of $6 billion, which will allow them to expand their equity-base without violating the government’s rules on trusts. One that he would consider owning.

DON'T BUY

Prefers others. Production profile going forward looks relatively flat to down. Have not been replacing reserves as effectively as others.

TOP PICK

Management delivers on a pretty consistent basis. 50% natural gas/50% oil. Healthy balance sheet so can take advantage of acquisition opportunities. Sustainable model with lower payout ratio and lower yield, but very good at reinvesting money back into the ground. Longer term, have some pretty decent resource plays. Good at increasing recovery through CO2 injection.

PAST TOP PICK

Then $25.39 Continues to be a great company. Pay out high yields.

Showing 601 to 615 of 816 entries

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Arc Resources Ltd (ARX.TO)