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.

937 watching

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

COMMENT

Regarded as one of the highest-quality trusts. Very well run. Good trust for more conservative investors. Yields 8.2%. Low payout ratio. For the more aggressive investor, this could be a good time to rotate into something with a bit more upside.

BUY ON WEAKNESS

One of his favourites. Great management. About 50% oil and 50% gas. Very tied to the commodity. $25-$26 range is a fantastic price.

BUY

Very conservative and low payout ratio. Some upside in terms of CO2 flooding where they can recover more oil.

TOP PICK

One of the top management teams in the trust sector. About 2-3 years of drilling inventory. Hasn't had to resort to acquisitions.

HOLD

Likes this stock. Has pulled back with the energy prices.

HOLD

Very senior and very steady. Mix of oil and gas. Has not made an acquisition for a while, while others have so he suspects they are doing something behind the scenes.

HOLD

His favourite in the sector but wouldn't buy at this price.

BUY

This is a name that you want to hold in the royalty trust space. Has been very conservative in terms of its management. Law payout ratio. Has potential for upside in coal bed methane and CO2 flooding.

HOLD

The trusts that are more exposed to gas have had a look that the problem with regards to their cash flows. Expect that Arc will be able to hold its distribution.

DON'T BUY

Has taken a 7/8% hit in the last 10 days. Expects this is due to profit deterioration. This is an especially serious matter for trusts. The most important determinant of the performance of trusts is profit growth. When profit growth falters, there is a real risk of distribution cuts.

BUY

If you are taking a balanced approach to trust exposure in oil and natural gas, this is a terrific investment. Yield is lower than what he would like.

HOLD

Valuation is at a slight premium to their peers, which is well deserved, based on their numbers. Their operating costs continue to go down. A good balance between oil and gas.

BUY

Equally weighted in oil/gas. Excellent management. Actively traded in the US.

DON'T BUY

Buys income trusts for yield. When the price of this stock went up, the yield was not that exciting and he sold his holdings. Great management.

BUY

Over time, has been very conservative. Hasn't over promised and under delivered, but has actually under promised and over delivered. Because of its conservative payout strategy, it has also option value in terms of CO2 flood potential where they can get out oil/gas in the Pembina region.

Showing 646 to 660 of 816 entries

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Arc Resources Ltd (ARX.TO)