Latest news with #ARCResources
Bloomberg
15-05-2025
- Business
- Bloomberg
Strathcona Shifts to Pure Heavy Oil Producer With $2 Billion Montney Sale
Canadian oil tycoon Adam Waterous's Strathcona Resources Ltd. agreed to sell its assets in the Montney shale formation in western Canada in a shift that makes it a pure heavy oil producer. Strathcona is disposing of gas-focused operations in three separate transactions worth C$2.8 billion ($2 billion). The largest will see the company sell its Kakwa asset to ARC Resources Ltd. for C$1.7 billion in cash and assumed lease obligations.
Business Insider
13-05-2025
- Business
- Business Insider
RBC Capital Keeps Their Buy Rating on ARC Resources (AETUF)
RBC Capital analyst Michael Harvey maintained a Buy rating on ARC Resources (AETUF – Research Report) yesterday and set a price target of C$32.00. The company's shares closed yesterday at $19.74. Protect Your Portfolio Against Market Uncertainty Discover companies with rock-solid fundamentals in TipRanks' Smart Value Newsletter. Receive undervalued stocks, resilient to market uncertainty, delivered straight to your inbox. Harvey covers the Energy sector, focusing on stocks such as Whitecap Resources, ARC Resources, and Advantage Energy. According to TipRanks, Harvey has an average return of 13.2% and a 50.51% success rate on recommended stocks. ARC Resources has an analyst consensus of Strong Buy, with a price target consensus of $23.63, a 19.71% upside from current levels. In a report released on May 5, CIBC also maintained a Buy rating on the stock with a C$33.00 price target. AETUF market cap is currently $11.43B and has a P/E ratio of 11.89. Based on the recent corporate insider activity of 57 insiders, corporate insider sentiment is positive on the stock. This means that over the past quarter there has been an increase of insiders buying their shares of AETUF in relation to earlier this year.
Yahoo
04-05-2025
- Business
- Yahoo
ARC Resources First Quarter 2025 Earnings: EPS Beats Expectations, Revenues Lag
Revenue: CA$1.63b (up 25% from 1Q 2024). Net income: CA$404.7m (up 118% from 1Q 2024). Profit margin: 25% (up from 14% in 1Q 2024). The increase in margin was driven by higher revenue. EPS: CA$0.69 (up from CA$0.31 in 1Q 2024). Our free stock report includes 1 warning sign investors should be aware of before investing in ARC Resources. Read for free now. All figures shown in the chart above are for the trailing 12 month (TTM) period Revenue missed analyst estimates by 6.9%. Earnings per share (EPS) exceeded analyst estimates by 1.8%. Looking ahead, revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Oil and Gas industry in Canada. Performance of the Canadian Oil and Gas industry. The company's shares are down 2.2% from a week ago. You still need to take note of risks, for example - ARC Resources has 1 warning sign we think you should be aware of. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Yahoo
22-03-2025
- Business
- Yahoo
ARC Resources (TSE:ARX) shareholder returns have been massive, earning 775% in 5 years
Long term investing can be life changing when you buy and hold the truly great businesses. And we've seen some truly amazing gains over the years. Don't believe it? Then look at the ARC Resources Ltd. (TSE:ARX) share price. It's 645% higher than it was five years ago. This just goes to show the value creation that some businesses can achieve. On top of that, the share price is up 15% in about a quarter. It really delights us to see such great share price performance for investors. Since it's been a strong week for ARC Resources shareholders, let's have a look at trend of the longer term fundamentals. Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. To quote Buffett, 'Ships will sail around the world but the Flat Earth Society will flourish. There will continue to be wide discrepancies between price and value in the marketplace...' One way to examine how market sentiment has changed over time is to look at the interaction between a company's share price and its earnings per share (EPS). During the five years of share price growth, ARC Resources moved from a loss to profitability. Sometimes, the start of profitability is a major inflection point that can signal fast earnings growth to come, which in turn justifies very strong share price gains. Given that the company made a profit three years ago, but not five years ago, it is worth looking at the share price returns over the last three years, too. Indeed, the ARC Resources share price has gained 61% in three years. During the same period, EPS grew by 15% each year. This EPS growth is reasonably close to the 17% average annual increase in the share price (over three years, again). That suggests that the market sentiment around the company hasn't changed much over that time. Rather, the share price has approximately tracked EPS growth. The image below shows how EPS has tracked over time (if you click on the image you can see greater detail). It's good to see that there was some significant insider buying in the last three months. That's a positive. On the other hand, we think the revenue and earnings trends are much more meaningful measures of the business. It might be well worthwhile taking a look at our free report on ARC Resources' earnings, revenue and cash flow. It is important to consider the total shareholder return, as well as the share price return, for any given stock. Whereas the share price return only reflects the change in the share price, the TSR includes the value of dividends (assuming they were reinvested) and the benefit of any discounted capital raising or spin-off. It's fair to say that the TSR gives a more complete picture for stocks that pay a dividend. In the case of ARC Resources, it has a TSR of 775% for the last 5 years. That exceeds its share price return that we previously mentioned. The dividends paid by the company have thusly boosted the total shareholder return. We're pleased to report that ARC Resources shareholders have received a total shareholder return of 23% over one year. And that does include the dividend. However, the TSR over five years, coming in at 54% per year, is even more impressive. Potential buyers might understandably feel they've missed the opportunity, but it's always possible business is still firing on all cylinders. While it is well worth considering the different impacts that market conditions can have on the share price, there are other factors that are even more important. Consider for instance, the ever-present spectre of investment risk. We've identified 1 warning sign with ARC Resources , and understanding them should be part of your investment process. ARC Resources is not the only stock insiders are buying. So take a peek at this free list of small cap companies at attractive valuations which insiders have been buying. Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on Canadian exchanges. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Sign in to access your portfolio
Yahoo
09-02-2025
- Business
- Yahoo
Revenue Downgrade: Here's What Analysts Forecast For ARC Resources Ltd. (TSE:ARX)
The latest analyst coverage could presage a bad day for ARC Resources Ltd. (TSE:ARX), with the analysts making across-the-board cuts to their statutory estimates that might leave shareholders a little shell-shocked. Revenue estimates were cut sharply as the analysts signalled a weaker outlook - perhaps a sign that investors should temper their expectations as well. At CA$25.90, shares are up 4.1% in the past 7 days. It will be interesting to see if this downgrade motivates investors to start selling their holdings. After this downgrade, ARC Resources' four analysts are now forecasting revenues of CA$5.6b in 2025. This would be a satisfactory 3.0% improvement in sales compared to the last 12 months. Statutory earnings per share are presumed to leap 53% to CA$2.92. Previously, the analysts had been modelling revenues of CA$6.2b and earnings per share (EPS) of CA$2.95 in 2025. So there's been a clear change in analyst sentiment in the recent update, with the analysts making a substantial drop in revenues and reconfirming their earnings per share estimates. View our latest analysis for ARC Resources The consensus has reconfirmed its price target of CA$33.00, showing that the analysts don't expect weaker sales expectationsthis year to have a material impact on ARC Resources' market value. Of course, another way to look at these forecasts is to place them into context against the industry itself. It's pretty clear that there is an expectation that ARC Resources' revenue growth will slow down substantially, with revenues to the end of 2025 expected to display 3.0% growth on an annualised basis. This is compared to a historical growth rate of 26% over the past five years. Juxtapose this against the other companies in the industry with analyst coverage, which are forecast to grow their revenues (in aggregate) 1.9% per year. Even after the forecast slowdown in growth, it seems obvious that ARC Resources is also expected to grow faster than the wider industry. The most obvious conclusion from this consensus update is that there's been no major change in the business' prospects in recent times, with analysts holding earnings per share steady, in line with previous estimates. Unfortunately, analysts also downgraded their revenue estimates, although our data indicates revenues are expected to perform better than the wider market. Overall, given the drastic downgrade to this year's forecasts, we'd be feeling a little more wary of ARC Resources going forwards. Still, the long-term prospects of the business are much more relevant than next year's earnings. We have estimates - from multiple ARC Resources analysts - going out to 2027, and you can see them free on our platform here. Another way to search for interesting companies that could be reaching an inflection point is to track whether management are buying or selling, with our free list of growing companies backed by insiders. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Sign in to access your portfolio
