ARC Resources Ltd. (TSE:ARX) Receives Average Rating of “Moderate Buy” from Analysts

Shares of ARC Resources Ltd. (TSE:ARX) have been given an average rating of “Moderate Buy” by the thirteen ratings firms that are presently covering the company, MarketBeat reports. Five equities research analysts have rated the stock with a hold rating, six have assigned a buy rating and two have assigned a strong buy rating to the company. The average 12-month target price among analysts that have issued a report on the stock in the last year is C$31.77.

ARX has been the topic of several analyst reports. UBS Group cut ARC Resources from a “strong-buy” rating to a “hold” rating in a research report on Friday, December 12th. National Bankshares cut shares of ARC Resources from an “outperform” rating to a “sector perform” rating and cut their price objective for the company from C$27.00 to C$26.00 in a research note on Friday. Scotiabank reduced their price objective on shares of ARC Resources from C$30.00 to C$28.00 and set a “sector perform” rating for the company in a report on Wednesday, January 21st. MKM Partners set a C$34.00 target price on shares of ARC Resources and gave the company a “buy” rating in a research note on Friday, December 19th. Finally, Capital One Financial raised shares of ARC Resources to a “strong-buy” rating in a research note on Monday, October 27th.

ARC Resources News Roundup

Here are the key news stories impacting ARC Resources this week:

• Positive Sentiment: Higher operating cash and a larger cash balance improve liquidity and give ARC more flexibility for capital spending and dividends. Q3 2025 earnings summary
• Positive Sentiment: Significant insider purchases and large institutional buys signal management confidence and strong institutional interest, which can support the stock over time. Insider & institutional activity
• Neutral Sentiment: ARC published its year‑end 2025 results and reserves; the release provides updated production/reserve metrics investors will parse for long‑term value but did not on its own provide a clear catalyst. Year‑end 2025 results & reserves
• Neutral Sentiment: Quarterly headline EPS was C$0.46 with a healthy net margin and ROE; slide deck and press release give details for analysts and modelers. Press release / slide deck
• Negative Sentiment: Analyst downgrade from National Bankshares (outperform → sector perform) and a trimmed C$26 price target reduced near‑term support from at least one sell‑side shop, weighing on sentiment. Analyst downgrade
• Negative Sentiment: Q3/2025 showed a steep revenue decline and an enormous year‑over‑year jump in cost of sales and total liabilities—this balance‑sheet and cost volatility raise execution and financing concerns. Earnings detail and liability increase
• Negative Sentiment: Analyst price‑target dispersion (median targets below some current levels) and published notes lowering expectations add downward pressure on sentiment. Analyst expectations lowered

ARC Resources Trading Down 10.1%

ARC Resources stock opened at C$22.83 on Friday. ARC Resources has a 52-week low of C$21.14 and a 52-week high of C$31.56. The company has a quick ratio of 0.42, a current ratio of 1.14 and a debt-to-equity ratio of 30.05. The firm has a market capitalization of C$13.14 billion, a price-to-earnings ratio of 9.71, a PEG ratio of 0.29 and a beta of 0.00. The firm has a 50-day moving average price of C$25.18 and a two-hundred day moving average price of C$25.61.

ARC Resources (TSE:ARX) last announced its quarterly earnings results on Thursday, February 5th. The oil and gas exploration company reported C$0.46 EPS for the quarter. ARC Resources had a net margin of 20.95% and a return on equity of 14.60%. Sell-side analysts expect that ARC Resources will post 2.7255139 earnings per share for the current year.

ARC Resources Company Profile

ARC Resources is an independent energy company engaged in the acquisition, exploration, development, and production of conventional oil and natural gas in Western Canada. The company produces light, medium, and heavy crude, condensate, natural gas liquids, and natural gas. Production averaged 163.6 thousand barrels of oil equivalent per day in 2020, and the company estimates that it holds approximately 879 million boe of proven and probable crude oil and natural gas reserves.