ARC Resources (TSE:ARX) Cut to Hold at Cibc Captl Mkts

Cibc Captl Mkts cut shares of ARC Resources (TSE:ARX) from a strong-buy rating to a hold rating in a report issued on Friday,Zacks.com reports.

ARX has been the subject of several other reports. Scotiabank reduced their target price on ARC Resources from C$30.00 to C$28.00 and set a “sector perform” rating for the company in a research report on Wednesday, January 21st. Roth Mkm raised ARC Resources to a “strong-buy” rating in a report on Friday, December 19th. Capital One Financial raised shares of ARC Resources to a “strong-buy” rating in a research note on Monday, October 27th. UBS Group lowered shares of ARC Resources from a “strong-buy” rating to a “hold” rating in a report on Friday, December 12th. Finally, National Bankshares cut shares of ARC Resources from an “outperform” rating to a “sector perform” rating and lowered their price objective for the company from C$27.00 to C$26.00 in a research report on Friday. Two equities research analysts have rated the stock with a Strong Buy rating, six have issued a Buy rating and five have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of C$31.77.

ARC Resources Stock Performance

ARX opened at C$22.83 on Friday. The business has a fifty day simple moving average of C$25.18 and a 200 day simple moving average of C$25.60. The company has a market capitalization of C$13.14 billion, a PE ratio of 9.71, a price-to-earnings-growth ratio of 0.29 and a beta of 0.00. ARC Resources has a 1 year low of C$21.14 and a 1 year high of C$31.56. The company has a debt-to-equity ratio of 30.05, a current ratio of 1.14 and a quick ratio of 0.42.

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%. Research analysts expect that ARC Resources will post 2.7255139 EPS for the current year.

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 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.