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

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Arc Resources Ltd (ARX.TO)

33.55

-0.26 (0.77%)

as of Aug 25, 2026, 8:00:01 pm Market Open.

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Investor Insights

Aug 25, 2026, 12:00 am

This summary was created by AI, based on 39 opinions in the last 12 months.

Arc Resources Ltd (ARX) is currently involved in a takeover by Shell, which has led to varied opinions among experts about whether to hold or sell the stock. Many analysts believe that, with the deal price already being met, there is little incentive to hold ARX shares unless investors are interested in receiving Shell shares, which may offer better tax efficiency. Some experts are confident that the deal will close successfully, while others see the stock simply oscillating until the merger is finalized. Furthermore, advisory opinions emphasize that potential buyers should consider larger Canadian energy stocks or ETFs for similar exposure. With some analysts highlighting ARX’s long-term potential in natural gas and its quality assets, the overall sentiment is a mix of caution and optimism about future growth.

Consensus

Hold

Valuation

Fair Value

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK

Stockchase Research Editor: Michael O'Reilly

Recently reported earnings for ARX set all-time records for average production and free funds cash flow. We like that cash reserves are growing while they aggressively repay debt and buy back shares, while supporting a 36% ROE. The dividend is backed by payout ratio under 70% of free cash flow. It announced plans to sell natural gas under long term contract that will attract LNG prices from Japan and Korea. We recommend a stop-loss at $13, looking to achieve $24 - upside over 48%. Yield 3.1%

(Analysts’ price target is $23.78)

PAST TOP PICK

(A Top Pick Feb 10/22, Up 9%)

Commodity cyclical. Commodity is low again because of the warm weather. Thinks a lot of that is already in the price. Stock should be $25-30. Hoping the commodity tightens up over the summer.

TOP PICK

Share price off significantly, by about 25%. Huge amount of undeveloped land. They own their own infrastructure. Buy on the dip, especially under $15. Premier nat gas company to own. Upside on LNG Canada export. Yield is 4.03%, growing.

(Analysts’ price target is $24.43)

PAST TOP PICK

(A Top Pick Jan 28/22, Up 18%) Gas weighted company (Condensate as well). Recently sold shares. Blueberry dispute recently solved, but has been a concern. 20 years of tier 1 drilling inventory.

BUY

He targets $29. Trades at 2.7x 2024, half its peers' PE. Excellent balance sheet and 3% production growth. They just raised their dividend by 25%. A great energy name.

TOP PICK

It is very inexpensive and is returning free cash flow to shareholders.. It is very dominant in the Montney area and could be a player in LNG. A well run company with a strong balance sheet. The dividend is up 25%. Buy 14 Hold 0 Sell 0 (Analysts’ price target is $25.00)

PAST TOP PICK

(A Top Pick Nov 05/21, Up 50%) Excellent name for natural gas exposure. Very well run company with good management. Returning lots of capital to shareholders.

SELL

He has a model price of $59.56, 207% upside, but hold on. Analysts are stuck. Could be top of the cycle. More of a sell than a buy here. Top is $21.15. If we ever got a pullback to $15, he'd look at it as a trade. Reports tonight.

PAST TOP PICK

(A Top Pick Nov 05/21, Up 47%) A gas stock. It is in arbitration with First Nations and is waiting for a resolution. Much of its free cash flow is used to buy back shares at a rate of 1.2% per month. A super high quality stock with 80% upside and 20 years of running room.

DON'T BUY

There's downside risk to oil to below $80/barrel. A global or North American recession will pressure oil. They don't pay a good enough dividend; he prefers dividend stocks in this environment.

BUY

Very well managed company with excellent inventory depth (several decades). Using NCIB to buy back stock aggressively. Seeing major upside for stock. Should be debt free by the end of next year. Expecting a 5x multiple equates to $39 share price (100% upside).

BUY

Likes it as a company. Great numbers. More gassy than oily. Well positioned if we can ever get a pipeline to the West Coast. Well run. Paid down debt. Maintained production capability. One of the top energy stocks in the country.

STRONG BUY

Highly recommended. There will be fresh upward pressure on gas prices going into the winter. The States has an easier time shipping LNG to Europe and, hopefully, Canada will get its act together to benefit as well.

BUY

Excellent management team that is over conservative at times. Has 30+ years of inventory(reserves). Share price trading at 2.5 years of inventory. Native reserve dispute expecting to be resolved soon. SIB (significant issuer bid) is expected soon (10% of shares). Looking to be debt free in Q4 this year. Expecting a 5x multiple on the share price (100% upside).

PAST TOP PICK

(A Top Pick Aug 23/21, Up 120%) The only thing that's worked this past year has been energy. VII Generations acquisition was well timed. Go-to player in nat gas and light oil. Getting later in the cycle, still a decent play. Generating great cash.

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Arc Resources Ltd (ARX.TO)

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