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
Has been a very stable performer. Payout ratio of about 63%. Very conservatively managed.
PAST TOP PICK
(Top pick May/6, up 23%) Not adding to position. Trimming back in this area. Taking profits. One of our core holdings. Conservative balance sheet.
WEAK BUY
Trusts are fully reflecting oil/gas prices right now. This is the best large trust by far, but he is looking for weaker stocks.
BUY
One of his favourites in terms of the quality and sustainability of their distribution. Has one of the largest diversified assets bases among its peers. Long life. Conservative balance sheet. Almost debt free.
BUY
In terms of risk/reward, this is one of the best royalty trusts. Well diversified. Conservative payout policy. Well run. Will be affected by any decrease in oil prices. Many of these trusts are pricing in $50/55 oil.
BUY
Has been around for about 10 years. Spearheaded the low payout ratio of the oil/gas trust model. Excellent management.
BUY
Has been a moderate performer, but one he likes quite a bit. Showing very good disciplined capital expenditure. Extremely conservative management. Huge acreage of undeveloped resource potential. Payout ratio is about 53% so very conservative. A safe place to park some money.
TOP PICK
(A Top Pick Jan 10/05. Up 18%.) It will thrive in higher priced oil like today's. In the event oil should come off, it will be a survivor. Have very high quality properties. Strong management.
TOP PICK
A blue chip in the trust sector. Payout ratio is getting down to around 55% which means it has a lot of extra cash to invest and exploitation which is very profitable when energy prices are so high. Down the road they are going to have to increase distributions.
BUY
Brilliant management team. Has a decent reserve life. Very good at what they do.
BUY
A bellweather in the royalty trusts. A 1st class firm.
TOP PICK
Very strong management team. A nice mixture of oil and gas exposure. Stable distributions of approximately 10%. Holding back more cash without reducing distributions.
BUY
Has a lot of respect for management. Good acquirerers and developers. Comfortable owning this one through the cycles.
TOP PICK
Probably the top one or two managment teams in the royalty trust sector. Good track record. Balance sheet of about 4 X debt to cash flow. About a 60% payout ratio. High quality asset base with long reserve life.
BUY
A good trust for a long time hold. Good price. One of the better run oil companies in Canada, bar none. Long reserve life.
Showing 691 to 705 of 815 entries