View Financial HealthARC Resources 配当と自社株買い配当金 基準チェック /36ARC Resources配当を支払う会社であり、現在の利回りは2.67%で、収益によって十分にカバーされています。主要情報2.7%配当利回り2.9%バイバック利回り総株主利回り5.5%将来の配当利回り2.9%配当成長-3.9%次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向32%最近の配当と自社株買いの更新お知らせ • Mar 18ARC Resources Ltd. Confirms Quarterly Dividend, Payable on April 15, 2026ARC Resources Ltd. confirmed a quarterly eligible dividend amount of $0.21 per share for April 15, 2026 to shareholders of record on March 31, 2026.お知らせ • Sep 16ARC Resources Ltd. Confirms Quarterly Dividend, Payable on October 15, 2025ARC Resources Ltd. confirmed a quarterly eligible dividend amount of $0.19 per share for October 15, 2025 to shareholders of record on September 29, 2025.お知らせ • Jun 19ARC Resources Ltd. Confirms Quarterly Dividend, Payable on July 15, 2025ARC Resources Ltd. confirmed a quarterly eligible dividend amount of $0.19 per share for July 15, 2025 to shareholders of record on June 30, 2025. At June 16, 2025, the trailing 12-month payments to shareholders total $0.72 per share.お知らせ • Mar 18ARC Resources Ltd. Confirms Quarterly Dividend, Payable on April 15, 2025ARC Resources Ltd. confirmed a quarterly eligible dividend amount of $0.19 per share for April 15, 2025 to shareholders of record on March 31, 2025. At March 17, 2025, the trailing 12-month payments to shareholders total $0.70 per share.お知らせ • Nov 07+ 1 more updateARC Resources Ltd. Approves Quarterly DividendARC Resources Ltd. announced that its Board of Directors has approved a 12% increase to the quarterly dividend, from $0.17 per share to $0.19 per share ($0.68 per share to $0.76 per share, per annum). This reflects ARC's commitment to grow the dividend with the profitability of the business, and on a per share basis as the share count is reduced.Declared Dividend • Sep 23Second quarter dividend of CA$0.17 announcedShareholders will receive a dividend of CA$0.17. Ex-date: 27th September 2024 Payment date: 15th October 2024 Dividend yield will be 3.5%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (35% earnings payout ratio) and cash flows (79% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 5.5% over the next 3 years, which should provide support to the dividend and adequate earnings cover.すべての更新を表示Recent updatesお知らせ • Apr 29+ 1 more updateARC Resources Ltd. to Report Q3, 2026 Results on Nov 05, 2026ARC Resources Ltd. announced that they will report Q3, 2026 results After-Market on Nov 05, 2026お知らせ • Mar 18ARC Resources Ltd. Confirms Quarterly Dividend, Payable on April 15, 2026ARC Resources Ltd. confirmed a quarterly eligible dividend amount of $0.21 per share for April 15, 2026 to shareholders of record on March 31, 2026.お知らせ • Feb 17ARC Resources Ltd., Annual General Meeting, Apr 29, 2026ARC Resources Ltd., Annual General Meeting, Apr 29, 2026.お知らせ • Feb 08ARC Resources Ltd. to Report Q2, 2026 Results on Jul 30, 2026ARC Resources Ltd. announced that they will report Q2, 2026 results After-Market on Jul 30, 2026お知らせ • Feb 07+ 1 more updateArc Resources Ltd. Appoints Jonathan Wright to the Board of Directors, Effective from February 5, 2025ARC Resources Ltd. announced the appointment of Jonathan Wright to the Company's Board of Directors, effective February 5, 2025 . Mr. Wright has more than 35 years of global oil and gas experience with expertise in strategy, operations, engineering, subsurface, marketing and business development. Most recently, Mr. Wright served as President and Chief Executive Officer of NuVista Energy Ltd. where he led the company's transformation to becoming a pure-play Montney producer. Mr. Wright continued to serve on the board of directors of NuVista after his retirement as CEO, until the company was successfully sold to a larger corporation in 2026. He also currently serves on the boards of two private oil and gas companies.お知らせ • Nov 08ARC Resources Ltd. to Report Q1, 2026 Results on Apr 29, 2026ARC Resources Ltd. announced that they will report Q1, 2026 results After-Market on Apr 29, 2026お知らせ • Sep 16ARC Resources Ltd. Confirms Quarterly Dividend, Payable on October 15, 2025ARC Resources Ltd. confirmed a quarterly eligible dividend amount of $0.19 per share for October 15, 2025 to shareholders of record on September 29, 2025.お知らせ • Aug 14ARC Resources Ltd. to Report Q4, 2025 Results on Feb 06, 2026ARC Resources Ltd. announced that they will report Q4, 2025 results After-Market on Feb 06, 2026お知らせ • Jul 03ARC Resources Ltd. (TSX:ARX) Completed the acquisition of Kakwa asset of Strathcona Resources Ltd from Strathcona Resources Ltd. (TSX:SCR).ARC Resources Ltd. (TSX:ARX) agreed to acquire Kakwa asset of Strathcona Resources Ltd from Strathcona Resources Ltd. (TSX:SCR) for approximately CAD 1.6 billion on May 14, 2025. The transaction value is paid in CAD 1,650 million in cash and approximately CAD 45 million in assumed lease obligations. Strathcona Resources Ltd. (“Strathcona” or the “Company”) (TSX: SCR) is pleased to announce that it has entered into definitive agreements to sell substantially all of its Montney assets for approximately CAD 2.84 billion, pursuant to three separate transactions. The fully committed term loan facility was provided by the Royal Bank of Canada and The Bank of Nova Scotia as underwriters and bookrunners. The Transaction will be funded through a new CAD 1.0 billion committed two-year term loan, and existing credit facilities The Kakwa Sale is expected to occur early in the third quarter of 2025, subject to receipt of regulatory approvals, Competition Act Approval and the satisfaction of other customary closing conditions. BMO Capital Markets acted as a financial advisor to Strathcona Resources. CIBC Capital Markets acted as a financial advisor to Strathcona Resources. Jefferies Group LLC acted as a finacial advisor to Strathcona Resources. Scotiabank, Inc. acted as a financial advisor to ARC Resources. Burnet, Duckworth & Palmer LLP acted as a legal advisor to ARC Resources. Kevin Kerr of Blake, Cassels & Graydon LLP acted as legal advisor to Strathcona Resources. RBC Capital Markets acted as financial advisor to ARC Resources. ARC Resources Ltd. (TSX:ARX) Completed the acquisition of Kakwa asset of Strathcona Resources Ltd from Strathcona Resources Ltd. (TSX:SCR) on July 2, 2025.お知らせ • Jun 19ARC Resources Ltd. Confirms Quarterly Dividend, Payable on July 15, 2025ARC Resources Ltd. confirmed a quarterly eligible dividend amount of $0.19 per share for July 15, 2025 to shareholders of record on June 30, 2025. At June 16, 2025, the trailing 12-month payments to shareholders total $0.72 per share.お知らせ • May 15ARC Resources Ltd. (TSX:ARX) agreed to acquire Kakwa asset of Strathcona Resources Ltd from for CAD 1.7 billion.ARC Resources Ltd. (TSX:ARX) agreed to acquire Kakwa asset of Strathcona Resources Ltd from for CAD 1.7 billion on May 14, 2025. The transaction value is paid in CAD 1,650 million in cash and approximately CAD 45 million in assumed lease obligations. Strathcona Resources Ltd. (“Strathcona” or the “Company”) (TSX: SCR) is pleased to announce that it has entered into definitive agreements to sell substantially all of its Montney assets for approximately CAD 2.84 billion, pursuant to three separate transactions. The fully committed term loan facility was provided by the Royal Bank of Canada and The Bank of Nova Scotia as underwriters and bookrunners. The Transaction will be funded through a new CAD 1.0 billion committed two-year term loan, and existing credit facilities The Kakwa Sale is expected to occur early in the third quarter of 2025, subject to receipt of regulatory approvals and the satisfaction of other customary closing conditions. BMO Capital Markets acted as a financial advisor to Strathcona Resources. CIBC Capital Markets acted as a financial advisor to Strathcona Resources. Jefferies Group LLC acted as a finacial advisor to Strathcona Resources. Scotiabank, Inc. acted as a financial advisor to ARC Resources. Burnet, Duckworth & Palmer LLP acted as a legal advisor to ARC Resources. Blake, Cassels & Graydon LLP acted as legal advisor to Strathcona Resources. RBC Capital Markets acted as financial advisor to ARC Resources.お知らせ • Apr 04ARC Resources Ltd., Annual General Meeting, May 02, 2025ARC Resources Ltd., Annual General Meeting, May 02, 2025. Location: meetings lumiconnect com 400 307 906 431, Canadaお知らせ • Mar 18ARC Resources Ltd. Confirms Quarterly Dividend, Payable on April 15, 2025ARC Resources Ltd. confirmed a quarterly eligible dividend amount of $0.19 per share for April 15, 2025 to shareholders of record on March 31, 2025. At March 17, 2025, the trailing 12-month payments to shareholders total $0.70 per share.お知らせ • Feb 25ARC Resources Ltd., Annual General Meeting, Mar 19, 2025ARC Resources Ltd., Annual General Meeting, Mar 19, 2025.お知らせ • Feb 07+ 2 more updatesARC Resources Ltd. to Report Q2, 2025 Results on Jul 31, 2025ARC Resources Ltd. announced that they will report Q2, 2025 results After-Market on Jul 31, 2025Valuation Update With 7 Day Price Move • Nov 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €16.99, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 5x in the Oil and Gas industry in Europe. Total returns to shareholders of 120% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €32.17 per share.お知らせ • Nov 11ARC Resources Ltd. to Report Q4, 2024 Results on Feb 06, 2025ARC Resources Ltd. announced that they will report Q4, 2024 results After-Market on Feb 06, 2025Reported Earnings • Nov 08Third quarter 2024 earnings released: EPS: CA$0.55 (vs CA$0.39 in 3Q 2023)Third quarter 2024 results: EPS: CA$0.55 (up from CA$0.39 in 3Q 2023). Revenue: CA$1.37b (down 2.5% from 3Q 2023). Net income: CA$328.9m (up 39% from 3Q 2023). Profit margin: 24% (up from 17% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 20% per year.お知らせ • Nov 07+ 1 more updateARC Resources Ltd. Approves Quarterly DividendARC Resources Ltd. announced that its Board of Directors has approved a 12% increase to the quarterly dividend, from $0.17 per share to $0.19 per share ($0.68 per share to $0.76 per share, per annum). This reflects ARC's commitment to grow the dividend with the profitability of the business, and on a per share basis as the share count is reduced.Declared Dividend • Sep 23Second quarter dividend of CA$0.17 announcedShareholders will receive a dividend of CA$0.17. Ex-date: 27th September 2024 Payment date: 15th October 2024 Dividend yield will be 3.5%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (35% earnings payout ratio) and cash flows (79% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 5.5% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Sep 17ARC Resources Ltd. Announces Quarterly Eligible Dividend for October 15, 2024ARC Resources Ltd. confirmed a quarterly eligible dividend amount of $0.17 per share for October 15, 2024 to shareholders of record on September 27, 2024. At September 16, 2024, the trailing 12-month payments to shareholders total $0.68 per share.Reported Earnings • Aug 02Second quarter 2024 earnings released: EPS: CA$0.40 (vs CA$0.46 in 2Q 2023)Second quarter 2024 results: EPS: CA$0.40 (down from CA$0.46 in 2Q 2023). Revenue: CA$1.30b (up 7.7% from 2Q 2023). Net income: CA$239.5m (down 14% from 2Q 2023). Profit margin: 18% (down from 23% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 37% growth forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 34% per year whereas the company’s share price has increased by 39% per year.お知らせ • Aug 02+ 1 more updateARC Resources Ltd. to Report Q3, 2024 Results on Nov 06, 2024ARC Resources Ltd. announced that they will report Q3, 2024 results After-Market on Nov 06, 2024Declared Dividend • Jun 24First quarter dividend of CA$0.17 announcedShareholders will receive a dividend of CA$0.17. Ex-date: 28th June 2024 Payment date: 15th July 2024 Dividend yield will be 3.1%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (34% earnings payout ratio) and cash flows (64% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 88% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Recent Insider Transactions • Jun 19Independent Chairman of the Board recently bought €427k worth of stockOn the 10th of June, Harold Kvisle bought around 25k shares on-market at roughly €17.10 per share. This transaction amounted to 23% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth €1.5m. Despite this recent buy, Harold has been a net seller over the last 12 months, reducing personal holdings by €454k.お知らせ • Jun 18ARC Resources Ltd. Announces Quarterly Eligible Dividend for July 15, 2024ARC Resources Ltd. announced quarterly eligible dividend amount of $0.17 per share for July 15, 2024 to shareholders of record on June 28, 2024. At June 17, 2024, the trailing 12-month payments to shareholders total $0.68 per share.Recent Insider Transactions • May 30Independent Chairman of the Board recently sold €1.2m worth of stockOn the 28th of May, Harold Kvisle sold around 67k shares on-market at roughly €17.18 per share. This transaction amounted to 67% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Harold has been a net seller over the last 12 months, reducing personal holdings by €2.4m.Recent Insider Transactions • May 22Independent Chairman of the Board recently sold €870k worth of stockOn the 17th of May, Harold Kvisle sold around 50k shares on-market at roughly €17.39 per share. This transaction amounted to 29% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Harold's only on-market trade for the last 12 months.お知らせ • May 11+ 2 more updatesARC Resources Ltd. Appoints Michael R. Culbert as DirectorARC Resources Ltd. at its AGM held on May 10, 2024 appointed Michael R. Culbert as director.Reported Earnings • May 10First quarter 2024 earnings released: EPS: CA$0.31 (vs CA$0.93 in 1Q 2023)First quarter 2024 results: EPS: CA$0.31 (down from CA$0.93 in 1Q 2023). Revenue: CA$1.23b (down 26% from 1Q 2023). Net income: CA$185.4m (down 68% from 1Q 2023). Profit margin: 15% (down from 35% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.Declared Dividend • Mar 25Fourth quarter dividend of CA$0.17 announcedShareholders will receive a dividend of CA$0.17. Ex-date: 27th March 2024 Payment date: 15th April 2024 Dividend yield will be 3.4%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (25% earnings payout ratio) and cash flows (73% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 02ARC Resources Ltd., Annual General Meeting, May 10, 2024ARC Resources Ltd., Annual General Meeting, May 10, 2024.Reported Earnings • Feb 09Full year 2023 earnings released: EPS: CA$2.62 (vs CA$3.48 in FY 2022)Full year 2023 results: EPS: CA$2.62 (down from CA$3.48 in FY 2022). Revenue: CA$6.02b (down 31% from FY 2022). Net income: CA$1.60b (down 31% from FY 2022). Profit margin: 27% (in line with FY 2022). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 09+ 1 more updateARC Resources Ltd. to Report Q1, 2024 Results on May 09, 2024ARC Resources Ltd. announced that they will report Q1, 2024 results After-Market on May 09, 2024お知らせ • Dec 16Arc Resources Ltd. Confirms Quarterly Dividend, Payable on January 15, 2024ARC Resources Ltd. (ARC) confirmed a quarterly eligible dividend amount of $0.17 per share for January 15, 2024 to shareholders of record on December 29, 2023. At December 15, 2023, the trailing 12-month payments to shareholders total $0.64 per share.Buying Opportunity • Dec 01Now 21% undervaluedOver the last 90 days, the stock is up 2.4%. The fair value is estimated to be €17.93, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 51% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to decline by 5.4% in 2 years. Earnings is forecast to decline by 5.0% in the next 2 years.Reported Earnings • Nov 04Third quarter 2023 earnings released: EPS: CA$0.39 (vs CA$1.36 in 3Q 2022)Third quarter 2023 results: EPS: CA$0.39 (down from CA$1.36 in 3Q 2022). Revenue: CA$1.33b (down 38% from 3Q 2022). Net income: CA$236.4m (down 73% from 3Q 2022). Profit margin: 18% (down from 41% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 8.6% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 2.8%. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 54% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 03+ 1 more updateARC Resources Ltd. to Report Q4, 2023 Results on Feb 08, 2024ARC Resources Ltd. announced that they will report Q4, 2023 results at 4:00 PM, US Eastern Standard Time on Feb 08, 2024お知らせ • Sep 16Arc Resources Ltd. Confirms Quarterly Dividend, Payable on October 16, 2023ARC Resources Ltd. ("ARC") confirms a quarterly eligible dividend amount of $0.17 per share for October 16, 2023 to shareholders of record on September 29, 2023. At September 15, 2023, the trailing 12-month payments to shareholders total $0.59 per share.Buying Opportunity • Aug 23Now 21% undervaluedOver the last 90 days, the stock is up 14%. The fair value is estimated to be €16.99, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 66% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to decline by 24% in 2 years. Earnings is forecast to decline by 37% in the next 2 years.Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: CA$0.46 (vs CA$1.13 in 2Q 2022)Second quarter 2023 results: EPS: CA$0.46 (down from CA$1.13 in 2Q 2022). Revenue: CA$1.33b (down 1.0% from 2Q 2022). Net income: CA$278.9m (down 63% from 2Q 2022). Profit margin: 21% (down from 57% in 2Q 2022). The decrease in margin was primarily driven by higher expenses. Revenue is expected to decline by 19% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 1.6%. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has only increased by 51% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 03+ 1 more updateARC Resources Ltd. to Report Q3, 2023 Results on Nov 02, 2023ARC Resources Ltd. announced that they will report Q3, 2023 results After-Market on Nov 02, 2023New Risk • Jul 20New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 23% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.6% average weekly change).Upcoming Dividend • Jun 22Upcoming dividend of CA$0.17 per share at 3.9% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 17 July 2023. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.3%).お知らせ • Jun 20ARC Resources Ltd. Pleads Guilty to Charge Laid by the AERARC Resources Ltd., has pled guilty in provincial court to a charge laid against them by the Alberta Energy Regulator (AER) in December 2022. The charge is related to the discharge of produced water contrary to section 109(2) of the Environmental Protection and Enhancement Act, at or near Drayton Valley, Alberta between December 9, 2020, and December 25, 2020. The Court has ordered ARC to pay a $225 000 penalty, of which, $223 000 will go to the AER creative sentencing project, and the remaining $2000 will go to the Alberta Court of Justice as a fine. The creative sentencing projects will occur within the Modeste sub-watershed of the North Saskatchewan River and/or the counties of Brazeau, Clearwater, Leduc, Parkland, and Wetaskiwin. Projects must demonstrate benefits to wetlands and surrounding ecosystems. This includes improvement to wetland complexes increasing biodiversity, and benefitting wildlife classified as at risk, threatened or endangered. The AER will publish one or more requests for proposals using established Government of Alberta practices and oversee the creative sentencing project on behalf of the Alberta Court of Justice. In December 2020, ARC was operating a water line on private land within a pipeline right of way approximately five kilometres west of Drayton Valley. On December 25, a release of produced water from the water line was reported to the Alberta EDGE (Environmental and Dangerous Goods Emergencies) contact centre by the landowner. Released fluids were observed accumulating at the surface and flowing overland into an unnamed creek located east of the release. The produced water released from the water line contained mainly salt water and trace amounts of petroleum hydrocarbons. The water line was immediately shut-in, ARC's emergency response plan was activated, and the AER was notified. The release was initially estimated to be 400 m3, which was subsequently revised to approximately 5000 m3, however the exact duration and volume of the release is unknown. The duration of the release is believed to have spanned one to two weeks.お知らせ • Jun 16Arc Resources Ltd. Confirms Quarterly Dividend , Payable on July 17, 2023ARC Resources Ltd. confirmed a quarterly eligible dividend amount of $0.17 per share for July 17, 2023 to shareholders of record on June 30, 2023. At June 15, 2023, the trailing 12-month payments to shareholders total $0.54 per share.Reported Earnings • May 08First quarter 2023 earnings released: EPS: CA$0.93 (vs CA$0.10 loss in 1Q 2022)First quarter 2023 results: EPS: CA$0.93 (up from CA$0.10 loss in 1Q 2022). Revenue: CA$1.79b (down 11% from 1Q 2022). Net income: CA$574.9m (up CA$644.3m from 1Q 2022). Profit margin: 32% (up from net loss in 1Q 2022). The move to profitability was driven by lower expenses. Revenue is expected to decline by 14% p.a. on average during the next 2 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 2.3%. Over the last 3 years on average, earnings per share has increased by 117% per year but the company’s share price has only increased by 45% per year, which means it is significantly lagging earnings growth.お知らせ • May 06+ 2 more updatesARC Resources Ltd. Revises Production Guidance for the Year 2023ARC Resources Ltd. revised production guidance for the year 2023. The company increased production guidance in 2023 to average between 350,000 and 355,000 boe per day (previously 345,000 to 350,000 boe per day). The increase reflects stronger than forecast production from its base assets.お知らせ • May 05ARC Resources Ltd. to Report Q2, 2023 Results on Aug 02, 2023ARC Resources Ltd. announced that they will report Q2, 2023 results After-Market on Aug 02, 2023Upcoming Dividend • Mar 23Upcoming dividend of CA$0.15 per share at 3.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 17 April 2023. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.4%).Recent Insider Transactions • Feb 23Insider recently bought €71k worth of stockOn the 16th of February, Brian Groundwater bought around 6k shares on-market at roughly €11.04 per share. This transaction amounted to 59% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €3.3m more in shares than they bought in the last 12 months.Reported Earnings • Feb 10Full year 2022 earnings released: EPS: CA$3.48 (vs CA$1.26 in FY 2021)Full year 2022 results: EPS: CA$3.48 (up from CA$1.26 in FY 2021). Revenue: CA$7.66b (up 50% from FY 2021). Net income: CA$2.30b (up 193% from FY 2021). Profit margin: 30% (up from 15% in FY 2021). The increase in margin was driven by higher revenue. Revenue is expected to decline by 17% p.a. on average during the next 2 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 3.4%. Over the last 3 years on average, earnings per share has increased by 113% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 10+ 1 more updateARC Resources Ltd. to Report Q1, 2023 Results on May 04, 2023ARC Resources Ltd. announced that they will report Q1, 2023 results at 4:00 PM, US Eastern Standard Time on May 04, 2023Upcoming Dividend • Dec 22Upcoming dividend of CA$0.15 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 16 January 2023. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (1.2%).Board Change • Nov 16High number of new directorsThere are 8 new directors who have joined the board in the last 3 years. Independent Director Carol Banducci was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 05Third quarter 2022 earnings released: EPS: CA$1.33 (vs CA$0.074 in 3Q 2021)Third quarter 2022 results: EPS: CA$1.33 (up from CA$0.074 in 3Q 2021). Revenue: CA$2.13b (up 34% from 3Q 2021). Net income: CA$867.8m (up CA$814.2m from 3Q 2021). Profit margin: 41% (up from 3.4% in 3Q 2021). The increase in margin was primarily driven by higher revenue. Revenue is expected to fall by 13% p.a. on average during the next 2 years compared to a 4.5% decline forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 49% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 04ARC Resources Ltd. to Report Q4, 2022 Results on Feb 09, 2023ARC Resources Ltd. announced that they will report Q4, 2022 results After-Market on Feb 09, 2023お知らせ • Oct 21ARC Resources Ltd. to Report Q3, 2022 Results on Nov 03, 2022ARC Resources Ltd. announced that they will report Q3, 2022 results After-Market on Nov 03, 2022Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €11.60, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 4x in the Oil and Gas industry in Europe. Total returns to shareholders of 221% over the past three years.Recent Insider Transactions • Sep 23Insider recently bought €132k worth of stockOn the 20th of September, Sean Stuart bought around 9k shares on-market at roughly €14.25 per share. This transaction amounted to 36% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €3.5m more in shares than they bought in the last 12 months.お知らせ • Sep 16ARC Resources Ltd. Confirms Quarterly Dividend, Payable on October 17, 2022ARC Resources Ltd. confirmed a quarterly dividend amount of $0.12 per share for October 17, 2022 to shareholders of record on September 30, 2022. The ex-dividend date is September 29, 2022. At September 15, 2022, the trailing 12-month payments to shareholders total $0.386 per share.Reported Earnings • Jul 31Second quarter 2022 earnings released: EPS: CA$1.13 (vs CA$0.17 loss in 2Q 2021)Second quarter 2022 results: EPS: CA$1.13 (up from CA$0.17 loss in 2Q 2021). Revenue: CA$2.37b (up 92% from 2Q 2021). Net income: CA$762.9m (up CA$885.9m from 2Q 2021). Profit margin: 32% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is expected to shrink by 13% compared to a 44% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jun 25Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €11.10, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 5x in the Oil and Gas industry in Europe. Total returns to shareholders of 196% over the past three years.Upcoming Dividend • Jun 22Upcoming dividend of CA$0.12 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 15 July 2022. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (4.4%). Higher than average of industry peers (1.3%).お知らせ • Jun 16ARC Resources Ltd. Confirms Quarterly Dividend, Payable on July 15, 2022ARC Resources Ltd. confirmed a quarterly dividend amount of $0.12 per share for July 15, 2022 to shareholders of record on June 30, 2022. The ex-dividend date is June 29, 2022.Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improved over the past weekAfter last week's 15% share price gain to €16.40, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 6x in the Oil and Gas industry in Europe. Total returns to shareholders of 337% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €24.75 per share.Recent Insider Transactions • Jun 04Non-Independent Director recently sold €3.3m worth of stockOn the 2nd of June, Marty Proctor sold around 227k shares on-market at roughly €14.59 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.1m more than they bought in the last 12 months.Valuation Update With 7 Day Price Move • May 19Investor sentiment improved over the past weekAfter last week's 20% share price gain to €13.70, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 6x in the Oil and Gas industry in Europe. Total returns to shareholders of 201% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €23.79 per share.お知らせ • May 08ARC Resources Ltd. Announces Management ChangesARC Resources Ltd. at its annual and general meeting of shareholders held on May 6, 2022, announced effective May 6, 2022, Kathleen O'Neill has retired from the Board of Directors after 13 years of service. With O'Neill's retirement, Leontine van Leeuwen-Atkins has assumed the role of Chair of the Audit Committee.Reported Earnings • May 07First quarter 2022 earnings released: CA$0.10 loss per share (vs CA$0.50 profit in 1Q 2021)First quarter 2022 results: CA$0.10 loss per share (down from CA$0.50 profit in 1Q 2021). Revenue: CA$1.17b (up 124% from 1Q 2021). Net loss: CA$69.4m (down 139% from profit in 1Q 2021). Over the next year, revenue is forecast to stay flat compared to a 55% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 07ARC Resources Ltd. to Report Q2, 2022 Results on Jul 28, 2022ARC Resources Ltd. announced that they will report Q2, 2022 results After-Market on Jul 28, 2022お知らせ • May 06+ 1 more updateARC Resources Ltd. Re-Affirms Production Guidance for the Full Year 2022ARC Resources Ltd. re-affirmed production guidance for the full year 2022. For the period, the company's production guidance is unchanged at 335,000 to 350,000 boe per day.Board Change • Apr 27High number of new directorsThere are 9 new directors who have joined the board in the last 3 years. Independent Director Carol Banducci was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Mar 23ARC Resources Ltd. to Report Q1, 2022 Results on May 05, 2022ARC Resources Ltd. announced that they will report Q1, 2022 results After-Market on May 05, 2022Upcoming Dividend • Mar 23Upcoming dividend of CA$0.10 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 18 April 2022. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (4.6%).Recent Insider Transactions • Mar 21Insider recently bought €97k worth of stockOn the 16th of March, Sean Stuart bought around 9k shares on-market at roughly €10.41 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €279k more in shares than they bought in the last 12 months.Recent Insider Transactions • Mar 03Insider recently sold €115k worth of stockOn the 1st of March, Katherine Gomes sold around 10k shares on-market at roughly €11.48 per share. In the last 3 months, there was an even bigger sale from another insider worth €139k. Insiders have been net sellers, collectively disposing of €446k more than they bought in the last 12 months.お知らせ • Feb 19ARC Resources Ltd., Annual General Meeting, May 06, 2022ARC Resources Ltd., Annual General Meeting, May 06, 2022.お知らせ • Feb 11ARC Resources Ltd. Reaffirms Production Guidance for the Year 2022ARC Resources Ltd. reaffirmed production guidance for the year 2022. Production and all other previously disclosed guidance for 2022 remain unchanged.Reported Earnings • Feb 11Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: CA$1.26 (up from CA$1.55 loss in FY 2020). Revenue: CA$4.09b (up 260% from FY 2020). Net income: CA$786.6m (up CA$1.33b from FY 2020). Profit margin: 19% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 25%, compared to a 148% growth forecast for the oil industry in Germany. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Jan 14Investor sentiment improved over the past weekAfter last week's 17% share price gain to €9.65, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 8x in the Oil and Gas industry in Europe. Total returns to shareholders of 79% over the past three years.Upcoming Dividend • Dec 23Upcoming dividend of CA$0.10 per shareEligible shareholders must have bought the stock before 30 December 2021. Payment date: 17 January 2022. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (4.4%).Recent Insider Transactions • Dec 12Independent Director recently sold €139k worth of stockOn the 10th of December, Kathleen O'Neill sold around 18k shares on-market at roughly €7.90 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €399k more than they bought in the last 12 months.Reported Earnings • Nov 06Third quarter 2021 earnings released: EPS CA$0.07 (vs CA$0.19 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CA$1.06b (up 263% from 3Q 2020). Net income: CA$53.6m (up CA$119.7m from 3Q 2020). Profit margin: 5.1% (up from net loss in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.決済の安定と成長配当データの取得安定した配当: 8RCの配当金支払いは、過去10年間 変動性 が高かった。増加する配当: 8RCの配当金支払額は過去10年間減少しています。配当利回り対市場ARC Resources 配当利回り対市場8RC 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (8RC)2.7%市場下位25% (DE)1.5%市場トップ25% (DE)4.5%業界平均 (Oil and Gas)4.4%アナリスト予想 (8RC) (最長3年)2.9%注目すべき配当: 8RCの配当金 ( 2.67% ) はGerman市場の配当金支払者の下位 25% ( 1.54% ) よりも高くなっています。高配当: 8RCの配当金 ( 2.67% ) はGerman市場の配当金支払者の上位 25% ( 4.55% ) と比較すると低いです。株主への利益配当収益カバレッジ: 8RCの 配当性向 ( 31.7% ) はかなり低いため、配当金の支払いは利益によって十分にカバーされます。株主配当金キャッシュフローカバレッジ: 8RCの 現金配当性向 ( 39.8% ) は比較的低く、配当金の支払いはキャッシュフローによって十分にカバーされています。高配当企業の発掘7D1Y7D1Y7D1YDE 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/24 14:53終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋ARC Resources Ltd. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。33 アナリスト機関Harshit GuptaAccountability Research CorporationPatrick O'RourkeATB CormarkGrant HoferBarclays30 その他のアナリストを表示
お知らせ • Mar 18ARC Resources Ltd. Confirms Quarterly Dividend, Payable on April 15, 2026ARC Resources Ltd. confirmed a quarterly eligible dividend amount of $0.21 per share for April 15, 2026 to shareholders of record on March 31, 2026.
お知らせ • Sep 16ARC Resources Ltd. Confirms Quarterly Dividend, Payable on October 15, 2025ARC Resources Ltd. confirmed a quarterly eligible dividend amount of $0.19 per share for October 15, 2025 to shareholders of record on September 29, 2025.
お知らせ • Jun 19ARC Resources Ltd. Confirms Quarterly Dividend, Payable on July 15, 2025ARC Resources Ltd. confirmed a quarterly eligible dividend amount of $0.19 per share for July 15, 2025 to shareholders of record on June 30, 2025. At June 16, 2025, the trailing 12-month payments to shareholders total $0.72 per share.
お知らせ • Mar 18ARC Resources Ltd. Confirms Quarterly Dividend, Payable on April 15, 2025ARC Resources Ltd. confirmed a quarterly eligible dividend amount of $0.19 per share for April 15, 2025 to shareholders of record on March 31, 2025. At March 17, 2025, the trailing 12-month payments to shareholders total $0.70 per share.
お知らせ • Nov 07+ 1 more updateARC Resources Ltd. Approves Quarterly DividendARC Resources Ltd. announced that its Board of Directors has approved a 12% increase to the quarterly dividend, from $0.17 per share to $0.19 per share ($0.68 per share to $0.76 per share, per annum). This reflects ARC's commitment to grow the dividend with the profitability of the business, and on a per share basis as the share count is reduced.
Declared Dividend • Sep 23Second quarter dividend of CA$0.17 announcedShareholders will receive a dividend of CA$0.17. Ex-date: 27th September 2024 Payment date: 15th October 2024 Dividend yield will be 3.5%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (35% earnings payout ratio) and cash flows (79% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 5.5% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 29+ 1 more updateARC Resources Ltd. to Report Q3, 2026 Results on Nov 05, 2026ARC Resources Ltd. announced that they will report Q3, 2026 results After-Market on Nov 05, 2026
お知らせ • Mar 18ARC Resources Ltd. Confirms Quarterly Dividend, Payable on April 15, 2026ARC Resources Ltd. confirmed a quarterly eligible dividend amount of $0.21 per share for April 15, 2026 to shareholders of record on March 31, 2026.
お知らせ • Feb 17ARC Resources Ltd., Annual General Meeting, Apr 29, 2026ARC Resources Ltd., Annual General Meeting, Apr 29, 2026.
お知らせ • Feb 08ARC Resources Ltd. to Report Q2, 2026 Results on Jul 30, 2026ARC Resources Ltd. announced that they will report Q2, 2026 results After-Market on Jul 30, 2026
お知らせ • Feb 07+ 1 more updateArc Resources Ltd. Appoints Jonathan Wright to the Board of Directors, Effective from February 5, 2025ARC Resources Ltd. announced the appointment of Jonathan Wright to the Company's Board of Directors, effective February 5, 2025 . Mr. Wright has more than 35 years of global oil and gas experience with expertise in strategy, operations, engineering, subsurface, marketing and business development. Most recently, Mr. Wright served as President and Chief Executive Officer of NuVista Energy Ltd. where he led the company's transformation to becoming a pure-play Montney producer. Mr. Wright continued to serve on the board of directors of NuVista after his retirement as CEO, until the company was successfully sold to a larger corporation in 2026. He also currently serves on the boards of two private oil and gas companies.
お知らせ • Nov 08ARC Resources Ltd. to Report Q1, 2026 Results on Apr 29, 2026ARC Resources Ltd. announced that they will report Q1, 2026 results After-Market on Apr 29, 2026
お知らせ • Sep 16ARC Resources Ltd. Confirms Quarterly Dividend, Payable on October 15, 2025ARC Resources Ltd. confirmed a quarterly eligible dividend amount of $0.19 per share for October 15, 2025 to shareholders of record on September 29, 2025.
お知らせ • Aug 14ARC Resources Ltd. to Report Q4, 2025 Results on Feb 06, 2026ARC Resources Ltd. announced that they will report Q4, 2025 results After-Market on Feb 06, 2026
お知らせ • Jul 03ARC Resources Ltd. (TSX:ARX) Completed the acquisition of Kakwa asset of Strathcona Resources Ltd from Strathcona Resources Ltd. (TSX:SCR).ARC Resources Ltd. (TSX:ARX) agreed to acquire Kakwa asset of Strathcona Resources Ltd from Strathcona Resources Ltd. (TSX:SCR) for approximately CAD 1.6 billion on May 14, 2025. The transaction value is paid in CAD 1,650 million in cash and approximately CAD 45 million in assumed lease obligations. Strathcona Resources Ltd. (“Strathcona” or the “Company”) (TSX: SCR) is pleased to announce that it has entered into definitive agreements to sell substantially all of its Montney assets for approximately CAD 2.84 billion, pursuant to three separate transactions. The fully committed term loan facility was provided by the Royal Bank of Canada and The Bank of Nova Scotia as underwriters and bookrunners. The Transaction will be funded through a new CAD 1.0 billion committed two-year term loan, and existing credit facilities The Kakwa Sale is expected to occur early in the third quarter of 2025, subject to receipt of regulatory approvals, Competition Act Approval and the satisfaction of other customary closing conditions. BMO Capital Markets acted as a financial advisor to Strathcona Resources. CIBC Capital Markets acted as a financial advisor to Strathcona Resources. Jefferies Group LLC acted as a finacial advisor to Strathcona Resources. Scotiabank, Inc. acted as a financial advisor to ARC Resources. Burnet, Duckworth & Palmer LLP acted as a legal advisor to ARC Resources. Kevin Kerr of Blake, Cassels & Graydon LLP acted as legal advisor to Strathcona Resources. RBC Capital Markets acted as financial advisor to ARC Resources. ARC Resources Ltd. (TSX:ARX) Completed the acquisition of Kakwa asset of Strathcona Resources Ltd from Strathcona Resources Ltd. (TSX:SCR) on July 2, 2025.
お知らせ • Jun 19ARC Resources Ltd. Confirms Quarterly Dividend, Payable on July 15, 2025ARC Resources Ltd. confirmed a quarterly eligible dividend amount of $0.19 per share for July 15, 2025 to shareholders of record on June 30, 2025. At June 16, 2025, the trailing 12-month payments to shareholders total $0.72 per share.
お知らせ • May 15ARC Resources Ltd. (TSX:ARX) agreed to acquire Kakwa asset of Strathcona Resources Ltd from for CAD 1.7 billion.ARC Resources Ltd. (TSX:ARX) agreed to acquire Kakwa asset of Strathcona Resources Ltd from for CAD 1.7 billion on May 14, 2025. The transaction value is paid in CAD 1,650 million in cash and approximately CAD 45 million in assumed lease obligations. Strathcona Resources Ltd. (“Strathcona” or the “Company”) (TSX: SCR) is pleased to announce that it has entered into definitive agreements to sell substantially all of its Montney assets for approximately CAD 2.84 billion, pursuant to three separate transactions. The fully committed term loan facility was provided by the Royal Bank of Canada and The Bank of Nova Scotia as underwriters and bookrunners. The Transaction will be funded through a new CAD 1.0 billion committed two-year term loan, and existing credit facilities The Kakwa Sale is expected to occur early in the third quarter of 2025, subject to receipt of regulatory approvals and the satisfaction of other customary closing conditions. BMO Capital Markets acted as a financial advisor to Strathcona Resources. CIBC Capital Markets acted as a financial advisor to Strathcona Resources. Jefferies Group LLC acted as a finacial advisor to Strathcona Resources. Scotiabank, Inc. acted as a financial advisor to ARC Resources. Burnet, Duckworth & Palmer LLP acted as a legal advisor to ARC Resources. Blake, Cassels & Graydon LLP acted as legal advisor to Strathcona Resources. RBC Capital Markets acted as financial advisor to ARC Resources.
お知らせ • Apr 04ARC Resources Ltd., Annual General Meeting, May 02, 2025ARC Resources Ltd., Annual General Meeting, May 02, 2025. Location: meetings lumiconnect com 400 307 906 431, Canada
お知らせ • Mar 18ARC Resources Ltd. Confirms Quarterly Dividend, Payable on April 15, 2025ARC Resources Ltd. confirmed a quarterly eligible dividend amount of $0.19 per share for April 15, 2025 to shareholders of record on March 31, 2025. At March 17, 2025, the trailing 12-month payments to shareholders total $0.70 per share.
お知らせ • Feb 25ARC Resources Ltd., Annual General Meeting, Mar 19, 2025ARC Resources Ltd., Annual General Meeting, Mar 19, 2025.
お知らせ • Feb 07+ 2 more updatesARC Resources Ltd. to Report Q2, 2025 Results on Jul 31, 2025ARC Resources Ltd. announced that they will report Q2, 2025 results After-Market on Jul 31, 2025
Valuation Update With 7 Day Price Move • Nov 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €16.99, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 5x in the Oil and Gas industry in Europe. Total returns to shareholders of 120% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €32.17 per share.
お知らせ • Nov 11ARC Resources Ltd. to Report Q4, 2024 Results on Feb 06, 2025ARC Resources Ltd. announced that they will report Q4, 2024 results After-Market on Feb 06, 2025
Reported Earnings • Nov 08Third quarter 2024 earnings released: EPS: CA$0.55 (vs CA$0.39 in 3Q 2023)Third quarter 2024 results: EPS: CA$0.55 (up from CA$0.39 in 3Q 2023). Revenue: CA$1.37b (down 2.5% from 3Q 2023). Net income: CA$328.9m (up 39% from 3Q 2023). Profit margin: 24% (up from 17% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 20% per year.
お知らせ • Nov 07+ 1 more updateARC Resources Ltd. Approves Quarterly DividendARC Resources Ltd. announced that its Board of Directors has approved a 12% increase to the quarterly dividend, from $0.17 per share to $0.19 per share ($0.68 per share to $0.76 per share, per annum). This reflects ARC's commitment to grow the dividend with the profitability of the business, and on a per share basis as the share count is reduced.
Declared Dividend • Sep 23Second quarter dividend of CA$0.17 announcedShareholders will receive a dividend of CA$0.17. Ex-date: 27th September 2024 Payment date: 15th October 2024 Dividend yield will be 3.5%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (35% earnings payout ratio) and cash flows (79% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 5.5% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Sep 17ARC Resources Ltd. Announces Quarterly Eligible Dividend for October 15, 2024ARC Resources Ltd. confirmed a quarterly eligible dividend amount of $0.17 per share for October 15, 2024 to shareholders of record on September 27, 2024. At September 16, 2024, the trailing 12-month payments to shareholders total $0.68 per share.
Reported Earnings • Aug 02Second quarter 2024 earnings released: EPS: CA$0.40 (vs CA$0.46 in 2Q 2023)Second quarter 2024 results: EPS: CA$0.40 (down from CA$0.46 in 2Q 2023). Revenue: CA$1.30b (up 7.7% from 2Q 2023). Net income: CA$239.5m (down 14% from 2Q 2023). Profit margin: 18% (down from 23% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 37% growth forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 34% per year whereas the company’s share price has increased by 39% per year.
お知らせ • Aug 02+ 1 more updateARC Resources Ltd. to Report Q3, 2024 Results on Nov 06, 2024ARC Resources Ltd. announced that they will report Q3, 2024 results After-Market on Nov 06, 2024
Declared Dividend • Jun 24First quarter dividend of CA$0.17 announcedShareholders will receive a dividend of CA$0.17. Ex-date: 28th June 2024 Payment date: 15th July 2024 Dividend yield will be 3.1%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (34% earnings payout ratio) and cash flows (64% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 88% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Recent Insider Transactions • Jun 19Independent Chairman of the Board recently bought €427k worth of stockOn the 10th of June, Harold Kvisle bought around 25k shares on-market at roughly €17.10 per share. This transaction amounted to 23% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth €1.5m. Despite this recent buy, Harold has been a net seller over the last 12 months, reducing personal holdings by €454k.
お知らせ • Jun 18ARC Resources Ltd. Announces Quarterly Eligible Dividend for July 15, 2024ARC Resources Ltd. announced quarterly eligible dividend amount of $0.17 per share for July 15, 2024 to shareholders of record on June 28, 2024. At June 17, 2024, the trailing 12-month payments to shareholders total $0.68 per share.
Recent Insider Transactions • May 30Independent Chairman of the Board recently sold €1.2m worth of stockOn the 28th of May, Harold Kvisle sold around 67k shares on-market at roughly €17.18 per share. This transaction amounted to 67% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Harold has been a net seller over the last 12 months, reducing personal holdings by €2.4m.
Recent Insider Transactions • May 22Independent Chairman of the Board recently sold €870k worth of stockOn the 17th of May, Harold Kvisle sold around 50k shares on-market at roughly €17.39 per share. This transaction amounted to 29% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Harold's only on-market trade for the last 12 months.
お知らせ • May 11+ 2 more updatesARC Resources Ltd. Appoints Michael R. Culbert as DirectorARC Resources Ltd. at its AGM held on May 10, 2024 appointed Michael R. Culbert as director.
Reported Earnings • May 10First quarter 2024 earnings released: EPS: CA$0.31 (vs CA$0.93 in 1Q 2023)First quarter 2024 results: EPS: CA$0.31 (down from CA$0.93 in 1Q 2023). Revenue: CA$1.23b (down 26% from 1Q 2023). Net income: CA$185.4m (down 68% from 1Q 2023). Profit margin: 15% (down from 35% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Mar 25Fourth quarter dividend of CA$0.17 announcedShareholders will receive a dividend of CA$0.17. Ex-date: 27th March 2024 Payment date: 15th April 2024 Dividend yield will be 3.4%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (25% earnings payout ratio) and cash flows (73% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 02ARC Resources Ltd., Annual General Meeting, May 10, 2024ARC Resources Ltd., Annual General Meeting, May 10, 2024.
Reported Earnings • Feb 09Full year 2023 earnings released: EPS: CA$2.62 (vs CA$3.48 in FY 2022)Full year 2023 results: EPS: CA$2.62 (down from CA$3.48 in FY 2022). Revenue: CA$6.02b (down 31% from FY 2022). Net income: CA$1.60b (down 31% from FY 2022). Profit margin: 27% (in line with FY 2022). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 09+ 1 more updateARC Resources Ltd. to Report Q1, 2024 Results on May 09, 2024ARC Resources Ltd. announced that they will report Q1, 2024 results After-Market on May 09, 2024
お知らせ • Dec 16Arc Resources Ltd. Confirms Quarterly Dividend, Payable on January 15, 2024ARC Resources Ltd. (ARC) confirmed a quarterly eligible dividend amount of $0.17 per share for January 15, 2024 to shareholders of record on December 29, 2023. At December 15, 2023, the trailing 12-month payments to shareholders total $0.64 per share.
Buying Opportunity • Dec 01Now 21% undervaluedOver the last 90 days, the stock is up 2.4%. The fair value is estimated to be €17.93, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 51% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to decline by 5.4% in 2 years. Earnings is forecast to decline by 5.0% in the next 2 years.
Reported Earnings • Nov 04Third quarter 2023 earnings released: EPS: CA$0.39 (vs CA$1.36 in 3Q 2022)Third quarter 2023 results: EPS: CA$0.39 (down from CA$1.36 in 3Q 2022). Revenue: CA$1.33b (down 38% from 3Q 2022). Net income: CA$236.4m (down 73% from 3Q 2022). Profit margin: 18% (down from 41% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 8.6% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 2.8%. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 54% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 03+ 1 more updateARC Resources Ltd. to Report Q4, 2023 Results on Feb 08, 2024ARC Resources Ltd. announced that they will report Q4, 2023 results at 4:00 PM, US Eastern Standard Time on Feb 08, 2024
お知らせ • Sep 16Arc Resources Ltd. Confirms Quarterly Dividend, Payable on October 16, 2023ARC Resources Ltd. ("ARC") confirms a quarterly eligible dividend amount of $0.17 per share for October 16, 2023 to shareholders of record on September 29, 2023. At September 15, 2023, the trailing 12-month payments to shareholders total $0.59 per share.
Buying Opportunity • Aug 23Now 21% undervaluedOver the last 90 days, the stock is up 14%. The fair value is estimated to be €16.99, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 66% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to decline by 24% in 2 years. Earnings is forecast to decline by 37% in the next 2 years.
Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: CA$0.46 (vs CA$1.13 in 2Q 2022)Second quarter 2023 results: EPS: CA$0.46 (down from CA$1.13 in 2Q 2022). Revenue: CA$1.33b (down 1.0% from 2Q 2022). Net income: CA$278.9m (down 63% from 2Q 2022). Profit margin: 21% (down from 57% in 2Q 2022). The decrease in margin was primarily driven by higher expenses. Revenue is expected to decline by 19% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 1.6%. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has only increased by 51% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 03+ 1 more updateARC Resources Ltd. to Report Q3, 2023 Results on Nov 02, 2023ARC Resources Ltd. announced that they will report Q3, 2023 results After-Market on Nov 02, 2023
New Risk • Jul 20New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 23% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.6% average weekly change).
Upcoming Dividend • Jun 22Upcoming dividend of CA$0.17 per share at 3.9% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 17 July 2023. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.3%).
お知らせ • Jun 20ARC Resources Ltd. Pleads Guilty to Charge Laid by the AERARC Resources Ltd., has pled guilty in provincial court to a charge laid against them by the Alberta Energy Regulator (AER) in December 2022. The charge is related to the discharge of produced water contrary to section 109(2) of the Environmental Protection and Enhancement Act, at or near Drayton Valley, Alberta between December 9, 2020, and December 25, 2020. The Court has ordered ARC to pay a $225 000 penalty, of which, $223 000 will go to the AER creative sentencing project, and the remaining $2000 will go to the Alberta Court of Justice as a fine. The creative sentencing projects will occur within the Modeste sub-watershed of the North Saskatchewan River and/or the counties of Brazeau, Clearwater, Leduc, Parkland, and Wetaskiwin. Projects must demonstrate benefits to wetlands and surrounding ecosystems. This includes improvement to wetland complexes increasing biodiversity, and benefitting wildlife classified as at risk, threatened or endangered. The AER will publish one or more requests for proposals using established Government of Alberta practices and oversee the creative sentencing project on behalf of the Alberta Court of Justice. In December 2020, ARC was operating a water line on private land within a pipeline right of way approximately five kilometres west of Drayton Valley. On December 25, a release of produced water from the water line was reported to the Alberta EDGE (Environmental and Dangerous Goods Emergencies) contact centre by the landowner. Released fluids were observed accumulating at the surface and flowing overland into an unnamed creek located east of the release. The produced water released from the water line contained mainly salt water and trace amounts of petroleum hydrocarbons. The water line was immediately shut-in, ARC's emergency response plan was activated, and the AER was notified. The release was initially estimated to be 400 m3, which was subsequently revised to approximately 5000 m3, however the exact duration and volume of the release is unknown. The duration of the release is believed to have spanned one to two weeks.
お知らせ • Jun 16Arc Resources Ltd. Confirms Quarterly Dividend , Payable on July 17, 2023ARC Resources Ltd. confirmed a quarterly eligible dividend amount of $0.17 per share for July 17, 2023 to shareholders of record on June 30, 2023. At June 15, 2023, the trailing 12-month payments to shareholders total $0.54 per share.
Reported Earnings • May 08First quarter 2023 earnings released: EPS: CA$0.93 (vs CA$0.10 loss in 1Q 2022)First quarter 2023 results: EPS: CA$0.93 (up from CA$0.10 loss in 1Q 2022). Revenue: CA$1.79b (down 11% from 1Q 2022). Net income: CA$574.9m (up CA$644.3m from 1Q 2022). Profit margin: 32% (up from net loss in 1Q 2022). The move to profitability was driven by lower expenses. Revenue is expected to decline by 14% p.a. on average during the next 2 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 2.3%. Over the last 3 years on average, earnings per share has increased by 117% per year but the company’s share price has only increased by 45% per year, which means it is significantly lagging earnings growth.
お知らせ • May 06+ 2 more updatesARC Resources Ltd. Revises Production Guidance for the Year 2023ARC Resources Ltd. revised production guidance for the year 2023. The company increased production guidance in 2023 to average between 350,000 and 355,000 boe per day (previously 345,000 to 350,000 boe per day). The increase reflects stronger than forecast production from its base assets.
お知らせ • May 05ARC Resources Ltd. to Report Q2, 2023 Results on Aug 02, 2023ARC Resources Ltd. announced that they will report Q2, 2023 results After-Market on Aug 02, 2023
Upcoming Dividend • Mar 23Upcoming dividend of CA$0.15 per share at 3.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 17 April 2023. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.4%).
Recent Insider Transactions • Feb 23Insider recently bought €71k worth of stockOn the 16th of February, Brian Groundwater bought around 6k shares on-market at roughly €11.04 per share. This transaction amounted to 59% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €3.3m more in shares than they bought in the last 12 months.
Reported Earnings • Feb 10Full year 2022 earnings released: EPS: CA$3.48 (vs CA$1.26 in FY 2021)Full year 2022 results: EPS: CA$3.48 (up from CA$1.26 in FY 2021). Revenue: CA$7.66b (up 50% from FY 2021). Net income: CA$2.30b (up 193% from FY 2021). Profit margin: 30% (up from 15% in FY 2021). The increase in margin was driven by higher revenue. Revenue is expected to decline by 17% p.a. on average during the next 2 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 3.4%. Over the last 3 years on average, earnings per share has increased by 113% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 10+ 1 more updateARC Resources Ltd. to Report Q1, 2023 Results on May 04, 2023ARC Resources Ltd. announced that they will report Q1, 2023 results at 4:00 PM, US Eastern Standard Time on May 04, 2023
Upcoming Dividend • Dec 22Upcoming dividend of CA$0.15 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 16 January 2023. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (1.2%).
Board Change • Nov 16High number of new directorsThere are 8 new directors who have joined the board in the last 3 years. Independent Director Carol Banducci was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 05Third quarter 2022 earnings released: EPS: CA$1.33 (vs CA$0.074 in 3Q 2021)Third quarter 2022 results: EPS: CA$1.33 (up from CA$0.074 in 3Q 2021). Revenue: CA$2.13b (up 34% from 3Q 2021). Net income: CA$867.8m (up CA$814.2m from 3Q 2021). Profit margin: 41% (up from 3.4% in 3Q 2021). The increase in margin was primarily driven by higher revenue. Revenue is expected to fall by 13% p.a. on average during the next 2 years compared to a 4.5% decline forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 49% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 04ARC Resources Ltd. to Report Q4, 2022 Results on Feb 09, 2023ARC Resources Ltd. announced that they will report Q4, 2022 results After-Market on Feb 09, 2023
お知らせ • Oct 21ARC Resources Ltd. to Report Q3, 2022 Results on Nov 03, 2022ARC Resources Ltd. announced that they will report Q3, 2022 results After-Market on Nov 03, 2022
Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €11.60, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 4x in the Oil and Gas industry in Europe. Total returns to shareholders of 221% over the past three years.
Recent Insider Transactions • Sep 23Insider recently bought €132k worth of stockOn the 20th of September, Sean Stuart bought around 9k shares on-market at roughly €14.25 per share. This transaction amounted to 36% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €3.5m more in shares than they bought in the last 12 months.
お知らせ • Sep 16ARC Resources Ltd. Confirms Quarterly Dividend, Payable on October 17, 2022ARC Resources Ltd. confirmed a quarterly dividend amount of $0.12 per share for October 17, 2022 to shareholders of record on September 30, 2022. The ex-dividend date is September 29, 2022. At September 15, 2022, the trailing 12-month payments to shareholders total $0.386 per share.
Reported Earnings • Jul 31Second quarter 2022 earnings released: EPS: CA$1.13 (vs CA$0.17 loss in 2Q 2021)Second quarter 2022 results: EPS: CA$1.13 (up from CA$0.17 loss in 2Q 2021). Revenue: CA$2.37b (up 92% from 2Q 2021). Net income: CA$762.9m (up CA$885.9m from 2Q 2021). Profit margin: 32% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is expected to shrink by 13% compared to a 44% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jun 25Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €11.10, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 5x in the Oil and Gas industry in Europe. Total returns to shareholders of 196% over the past three years.
Upcoming Dividend • Jun 22Upcoming dividend of CA$0.12 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 15 July 2022. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (4.4%). Higher than average of industry peers (1.3%).
お知らせ • Jun 16ARC Resources Ltd. Confirms Quarterly Dividend, Payable on July 15, 2022ARC Resources Ltd. confirmed a quarterly dividend amount of $0.12 per share for July 15, 2022 to shareholders of record on June 30, 2022. The ex-dividend date is June 29, 2022.
Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improved over the past weekAfter last week's 15% share price gain to €16.40, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 6x in the Oil and Gas industry in Europe. Total returns to shareholders of 337% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €24.75 per share.
Recent Insider Transactions • Jun 04Non-Independent Director recently sold €3.3m worth of stockOn the 2nd of June, Marty Proctor sold around 227k shares on-market at roughly €14.59 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.1m more than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • May 19Investor sentiment improved over the past weekAfter last week's 20% share price gain to €13.70, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 6x in the Oil and Gas industry in Europe. Total returns to shareholders of 201% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €23.79 per share.
お知らせ • May 08ARC Resources Ltd. Announces Management ChangesARC Resources Ltd. at its annual and general meeting of shareholders held on May 6, 2022, announced effective May 6, 2022, Kathleen O'Neill has retired from the Board of Directors after 13 years of service. With O'Neill's retirement, Leontine van Leeuwen-Atkins has assumed the role of Chair of the Audit Committee.
Reported Earnings • May 07First quarter 2022 earnings released: CA$0.10 loss per share (vs CA$0.50 profit in 1Q 2021)First quarter 2022 results: CA$0.10 loss per share (down from CA$0.50 profit in 1Q 2021). Revenue: CA$1.17b (up 124% from 1Q 2021). Net loss: CA$69.4m (down 139% from profit in 1Q 2021). Over the next year, revenue is forecast to stay flat compared to a 55% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 07ARC Resources Ltd. to Report Q2, 2022 Results on Jul 28, 2022ARC Resources Ltd. announced that they will report Q2, 2022 results After-Market on Jul 28, 2022
お知らせ • May 06+ 1 more updateARC Resources Ltd. Re-Affirms Production Guidance for the Full Year 2022ARC Resources Ltd. re-affirmed production guidance for the full year 2022. For the period, the company's production guidance is unchanged at 335,000 to 350,000 boe per day.
Board Change • Apr 27High number of new directorsThere are 9 new directors who have joined the board in the last 3 years. Independent Director Carol Banducci was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 23ARC Resources Ltd. to Report Q1, 2022 Results on May 05, 2022ARC Resources Ltd. announced that they will report Q1, 2022 results After-Market on May 05, 2022
Upcoming Dividend • Mar 23Upcoming dividend of CA$0.10 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 18 April 2022. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (4.6%).
Recent Insider Transactions • Mar 21Insider recently bought €97k worth of stockOn the 16th of March, Sean Stuart bought around 9k shares on-market at roughly €10.41 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €279k more in shares than they bought in the last 12 months.
Recent Insider Transactions • Mar 03Insider recently sold €115k worth of stockOn the 1st of March, Katherine Gomes sold around 10k shares on-market at roughly €11.48 per share. In the last 3 months, there was an even bigger sale from another insider worth €139k. Insiders have been net sellers, collectively disposing of €446k more than they bought in the last 12 months.
お知らせ • Feb 19ARC Resources Ltd., Annual General Meeting, May 06, 2022ARC Resources Ltd., Annual General Meeting, May 06, 2022.
お知らせ • Feb 11ARC Resources Ltd. Reaffirms Production Guidance for the Year 2022ARC Resources Ltd. reaffirmed production guidance for the year 2022. Production and all other previously disclosed guidance for 2022 remain unchanged.
Reported Earnings • Feb 11Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: CA$1.26 (up from CA$1.55 loss in FY 2020). Revenue: CA$4.09b (up 260% from FY 2020). Net income: CA$786.6m (up CA$1.33b from FY 2020). Profit margin: 19% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 25%, compared to a 148% growth forecast for the oil industry in Germany. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Jan 14Investor sentiment improved over the past weekAfter last week's 17% share price gain to €9.65, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 8x in the Oil and Gas industry in Europe. Total returns to shareholders of 79% over the past three years.
Upcoming Dividend • Dec 23Upcoming dividend of CA$0.10 per shareEligible shareholders must have bought the stock before 30 December 2021. Payment date: 17 January 2022. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (4.4%).
Recent Insider Transactions • Dec 12Independent Director recently sold €139k worth of stockOn the 10th of December, Kathleen O'Neill sold around 18k shares on-market at roughly €7.90 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €399k more than they bought in the last 12 months.
Reported Earnings • Nov 06Third quarter 2021 earnings released: EPS CA$0.07 (vs CA$0.19 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CA$1.06b (up 263% from 3Q 2020). Net income: CA$53.6m (up CA$119.7m from 3Q 2020). Profit margin: 5.1% (up from net loss in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.