20,000 Shell PLC Unsponsored ADR $SHEL Shares Sold by Cohen Capital Management Inc.

Posted by Brian Himes on Oct 14th, 2026

Cohen Capital Management Inc. cut its position in shares of Shell PLC Unsponsored ADR (NYSE:SHEL – Free Report) by 82.6% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 4,200 shares of the energy company’s stock after selling 20,000 shares during the quarter. Cohen Capital Management Inc.’s holdings in Shell were worth $399,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Continuum Advisory LLC acquired a new position in shares of Shell in the 2nd quarter valued at about $34,000. Nalls Sherbakoff Group LLC acquired a new stake in Shell during the 4th quarter worth approximately $36,000. Kilter Group LLC raised its holdings in Shell by 83.1% in the second quarter. Kilter Group LLC now owns 498 shares of the energy company’s stock valued at $39,000 after buying an additional 226 shares during the period. Allied Private Wealth LLC purchased a new position in Shell in the second quarter valued at approximately $43,000. Finally, Retirement Wealth Solutions LLC lifted its position in Shell by 57.8% during the third quarter. Retirement Wealth Solutions LLC now owns 478 shares of the energy company’s stock valued at $45,000 after buying an additional 175 shares in the last quarter. 28.60% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several research firms have issued reports on SHEL. Wall Street Zen upgraded shares of Shell from a “buy” rating to a “strong-buy” rating in a research note on Saturday, August 8th. Weiss Ratings raised shares of Shell from a “buy (b)” rating to a “buy (a-)” rating in a research note on Thursday, October 8th. UBS Group set a $90.00 target price on shares of Shell in a report on Friday, September 25th. Morgan Stanley set a $101.30 price target on shares of Shell and gave the stock an “overweight” rating in a research report on Thursday, September 3rd. Finally, TD Cowen upped their price target on shares of Shell from $107.00 to $115.00 and gave the stock a “buy” rating in a research report on Monday, September 28th. Two analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating and nine have issued a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $106.63.

Check Out Our Latest Research Report on Shell

Shell Stock Performance

Shell stock opened at $102.95 on Wednesday. The stock’s 50 day moving average price is $94.16 and its 200 day moving average price is $88.98. The firm has a market capitalization of $288.63 billion, a PE ratio of 11.36, a price-to-earnings-growth ratio of 0.86 and a beta of 0.10. The company has a debt-to-equity ratio of 0.36, a quick ratio of 1.12 and a current ratio of 1.43. Shell PLC Unsponsored ADR has a one year low of $68.63 and a one year high of $103.09.

Shell (NYSE:SHEL – Get Free Report) last released its quarterly earnings results on Friday, July 31st. The energy company reported $3.52 earnings per share for the quarter, topping analysts’ consensus estimates of $3.23 by $0.29. Shell had a return on equity of 14.34% and a net margin of 8.55%. The firm had revenue of $94.66 billion during the quarter, compared to analysts’ expectations of $86.22 billion. As a group, sell-side analysts expect that Shell PLC Unsponsored ADR will post 11.51 EPS for the current fiscal year.

Key Stories Impacting Shell

Here are the key news stories impacting Shell this week:

Positive Sentiment: Refining margins point to a potentially strong quarter: Shell indicated that its refining margin could rise to approximately $42 per barrel, improving expectations for near-term earnings and cash flow. Shell refining margin article
Positive Sentiment: Offshore production is recovering: Shell and Chevron are leading the restart of U.S. Gulf oil production following Hurricane Isaias, with facilities reporting no storm damage. A faster return to operations limits production losses. U.S. Gulf production recovery article
Positive Sentiment: Growth investments and estimates improved: Shell agreed to acquire a 30% stake in Equinor’s Bay du Nord project in Canada, adding long-term offshore exposure while emphasizing capital discipline. Erste Group also raised its FY2027 EPS forecast to $10.20 from $9.60 and maintained a Buy rating. Bay du Nord and earnings estimate article
Positive Sentiment: Energy-transition initiatives expanded: UK charging operator Source added its sites to the Shell Card roaming network, while Shell and Singapore LNG shipped their first bio-LNG volumes. These moves broaden Shell’s lower-carbon and mobility businesses. Shell Card charging network article
Neutral Sentiment: Portfolio reshaping continued: Shell plans to sell its Nigerian domestic gas-distribution business to Vaaris Energy, simplifying the portfolio and releasing capital but also reducing exposure to a local growth operation. Shell Nigeria gas business sale article
Negative Sentiment: Australia regulatory risk increased: Shell criticized Canberra’s proposed gas-reserve requirements, warning they could distort the market and cause market failure. The policy could constrain LNG exports or reduce pricing flexibility. Australia gas reserve plan article

Shell Profile

(Free Report)

Shell plc is a global energy company headquartered in London, United Kingdom. Its operations span the exploration, production, processing, transportation and marketing of oil and natural gas, with an increasing focus on liquefied natural gas (LNG), lower-carbon energy and energy-transition solutions.

The company supplies fuels, lubricants, chemicals and other energy products to businesses, transportation customers and consumers. Shell also operates a network of retail service stations and provides charging services for electric vehicles, renewable power and related energy solutions.