Shell PLC Unsponsored ADR (NYSE:SHEL – Free Report) – Analysts at Erste Group Bank dropped their FY2027 earnings per share estimates for Shell in a research note issued to investors on Tuesday, May 12th. Erste Group Bank analyst H. Engel now anticipates that the energy company will post earnings of $9.30 per share for the year, down from their previous estimate of $9.48. Erste Group Bank has a “Hold” rating on the stock. The consensus estimate for Shell’s current full-year earnings is $10.28 per share.
Shell (NYSE:SHEL – Get Free Report) last issued its earnings results on Friday, May 8th. The energy company reported $2.44 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.14 by $0.30. Shell had a net margin of 6.85% and a return on equity of 11.18%. The firm had revenue of $69.69 billion for the quarter, compared to analysts’ expectations of $77.54 billion.
Read Our Latest Report on Shell
Shell Trading Down 0.2%
Shares of SHEL opened at $88.43 on Wednesday. The stock has a market capitalization of $247.92 billion, a P/E ratio of 13.77, a PEG ratio of 0.47 and a beta of 0.08. Shell has a twelve month low of $65.38 and a twelve month high of $94.90. The company has a quick ratio of 0.97, a current ratio of 1.27 and a debt-to-equity ratio of 0.38. The firm has a fifty day simple moving average of $89.53 and a two-hundred day simple moving average of $80.37.
Institutional Inflows and Outflows
Several institutional investors have recently made changes to their positions in SHEL. SG Americas Securities LLC boosted its position in shares of Shell by 187.5% during the fourth quarter. SG Americas Securities LLC now owns 316,216 shares of the energy company’s stock valued at $23,236,000 after purchasing an additional 677,746 shares in the last quarter. Natixis Advisors LLC raised its holdings in Shell by 13.2% in the third quarter. Natixis Advisors LLC now owns 1,445,346 shares of the energy company’s stock worth $103,386,000 after purchasing an additional 167,983 shares in the last quarter. BI Asset Management Fondsmaeglerselskab A S lifted its position in Shell by 452.6% during the first quarter. BI Asset Management Fondsmaeglerselskab A S now owns 74,296 shares of the energy company’s stock valued at $6,910,000 after buying an additional 60,850 shares during the period. Captrust Financial Advisors boosted its holdings in shares of Shell by 30.4% during the 4th quarter. Captrust Financial Advisors now owns 180,630 shares of the energy company’s stock valued at $13,273,000 after buying an additional 42,129 shares in the last quarter. Finally, Farther Finance Advisors LLC increased its stake in shares of Shell by 119.7% in the 4th quarter. Farther Finance Advisors LLC now owns 42,664 shares of the energy company’s stock worth $3,135,000 after acquiring an additional 23,243 shares in the last quarter. Institutional investors own 28.60% of the company’s stock.
Key Stories Impacting Shell
Here are the key news stories impacting Shell this week:
- Positive Sentiment: Shell continued buying back shares, with the company reporting another round of stock repurchases for cancellation and reinforcing its capital return program. Transaction in Own Shares
- Positive Sentiment: Shell shareholders rejected a green activist resolution at the annual meeting, which supports management’s current oil-and-gas investment strategy and suggests less pressure to shift capital away from core businesses. Shell shareholders reject green activist resolution
- Positive Sentiment: Shell’s CEO told shareholders that oil demand will remain essential for decades, and the company is publicly defending continued upstream investment, which may reassure investors who favor its traditional energy cash flow model. Meeting oil demand will be essential for decades, Shell CEO says
- Positive Sentiment: Analysts and market commentary highlighted Shell’s momentum, LNG growth, and potential for higher cash flow, while some reports also pointed to a $3 billion buyback program and an attractive dividend yield. Here’s Why Shell (SHEL) is a Strong Momentum Stock
- Neutral Sentiment: Shell’s annual general meeting approved most resolutions, but one proposal was not carried; the outcome appears routine overall and is unlikely to materially change the near-term investment case. Result of AGM
- Neutral Sentiment: One research note modestly raised FY2026 earnings estimates, but kept a Hold rating, so the update is supportive but not a major catalyst. Transaction in Own Shares
- Negative Sentiment: Some investors are challenging Shell over its long-term fossil-fuel outlook and continued oil-and-gas spending, which shows there is still debate about the company’s transition strategy. Investors challenge Shell over plans for long-term decline in fossil fuel demand
- Negative Sentiment: Morgan Stanley lowered its price target despite Shell’s earnings beat, which may weigh on sentiment by signaling less upside in the stock. Shell (SHEL) Price Target Lowered Despite Q1 Earnings Beat
About Shell
Shell plc (NYSE: SHEL) is a global integrated energy company that operates across the full oil and gas value chain as well as in developing lower-carbon energy solutions. The company traces its roots to the early 20th century merger of Royal Dutch Petroleum and Shell Transport and Trading, and today it is organized to explore for and produce hydrocarbons, process and refine them, manufacture petrochemicals, and market fuel, lubricants and related products under the Shell brand around the world.
Shell’s principal activities include upstream exploration and production of oil and natural gas, integrated gas operations including liquefied natural gas (LNG), and downstream refining, supply and marketing.
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