BMO Capital Markets Has Lowered Expectations for ARC Resources (TSE:ARX) Stock Price

ARC Resources (TSE:ARX) had its price objective cut by investment analysts at BMO Capital Markets from C$33.00 to C$28.00 in a research note issued on Monday,BayStreet.CA reports. The firm currently has an “outperform” rating on the oil and gas exploration company’s stock. BMO Capital Markets’ price objective points to a potential upside of 19.10% from the stock’s previous close.

Several other equities analysts also recently weighed in on the company. CIBC World Markets downgraded ARC Resources from an “outperform” rating to a “neutral” rating and lowered their target price for the company from C$27.50 to C$25.50 in a research report on Monday. Cibc Captl Mkts downgraded ARC Resources from a “strong-buy” rating to a “hold” rating in a research note on Friday, February 6th. Natl Bk Canada cut shares of ARC Resources from a “strong-buy” rating to a “hold” rating in a research note on Friday, February 6th. Capital One Financial upgraded shares of ARC Resources to a “strong-buy” rating in a research report on Monday, October 27th. Finally, Canadian Imperial Bank of Commerce reduced their price objective on shares of ARC Resources from C$34.00 to C$31.50 in a research note on Wednesday, October 15th. Two research analysts have rated the stock with a Strong Buy rating, five have given a Buy rating and seven have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of C$29.21.

ARC Resources Stock Performance

ARX opened at C$23.51 on Monday. The company’s 50 day moving average is C$25.09 and its 200 day moving average is C$25.54. The company has a current ratio of 1.14, a quick ratio of 0.42 and a debt-to-equity ratio of 30.05. The company has a market cap of C$13.41 billion, a price-to-earnings ratio of 10.74, a PEG ratio of 0.29 and a beta of 0.00. ARC Resources has a 12-month low of C$21.14 and a 12-month high of C$31.56.

ARC Resources (TSE:ARX) last released its quarterly earnings results on Thursday, February 5th. The oil and gas exploration company reported C$0.46 earnings per share for the quarter. The business had revenue of C$1.58 billion for the quarter. ARC Resources had a net margin of 20.95% and a return on equity of 14.60%. On average, equities research analysts predict that ARC Resources will post 2.7255139 EPS for the current year.

Key Headlines Impacting ARC Resources

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

• Positive Sentiment: Several major firms kept constructive ratings (still “Outperform”/”Buy”) despite lowering targets — BMO and RBC retained Outperform while Desjardins kept a Buy rating, leaving meaningful upside in their models which can support investor demand. Analyst Rating Changes
• Neutral Sentiment: ARC launched a C$950 million offering of senior unsecured notes (split across maturities). This raises liquidity and funds (or refinances debt) without equity dilution, but increases leverage — impact depends on use of proceeds and market reception. ARC Resources to Issue C$950 Million in Senior Unsecured Notes
• Neutral Sentiment: Media roundup of Canadian analyst updates summarizes multiple target cuts and rating changes across the coverage universe — useful context but not a single market-moving call. Canadian Analyst Updates: February 9th, 2026
• Negative Sentiment: Several analysts downgraded ARC or lowered targets: CIBC cut ARX from Outperform to Neutral (C$25.50 PT); Raymond James cut to Market Perform (C$28.00 PT). Those calls reduce buy-side pressure and can weigh on near-term sentiment. Analyst Rating Changes
• Negative Sentiment: Additional coverage cuts to “Hold”/”Sector Perform” from National Bank and related outlets add to negative headlines and may amplify selling by funds that follow those signals. ARC Resources Cut to Sector Perform at National Bankshares ARC Resources Cut to Hold at Natl Bk Canada ARC Resources Cut to Hold at Cibc Captl Mkts

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.