Wells Fargo & Company Cuts Shell (NYSE:SHEL) Price Target to $77.00

Shell (NYSE:SHEL) had its target price decreased by analysts at Wells Fargo & Company from $78.00 to $77.00 in a report released on Friday, Marketbeat Ratings reports. The firm presently has an “equal weight” rating on the energy company’s stock. Wells Fargo & Company‘s price target suggests a potential upside of 2.31% from the stock’s previous close.

SHEL has been the topic of several other reports. TD Cowen reaffirmed a “buy” rating on shares of Shell in a report on Friday, October 31st. Bank of America downgraded Shell from a “buy” rating to a “neutral” rating in a report on Friday, December 5th. Weiss Ratings lowered shares of Shell from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Monday. Piper Sandler dropped their target price on shares of Shell from $93.00 to $89.00 and set an “overweight” rating on the stock in a report on Friday. Finally, UBS Group downgraded shares of Shell from a “buy” rating to a “neutral” rating in a report on Tuesday, November 25th. One investment analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and eleven have assigned a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and an average target price of $81.33.

Shell Stock Up 0.8%

SHEL stock traded up $0.63 on Friday, hitting $75.26. 4,485,320 shares of the company’s stock were exchanged, compared to its average volume of 6,501,570. The firm has a 50 day moving average price of $73.58 and a two-hundred day moving average price of $73.24. The stock has a market cap of $216.39 billion, a P/E ratio of 15.42, a price-to-earnings-growth ratio of 5.84 and a beta of 0.16. Shell has a 12-month low of $58.54 and a 12-month high of $79.30. The company has a debt-to-equity ratio of 0.36, a quick ratio of 1.10 and a current ratio of 1.35.

Shell (NYSE:SHEL) last issued its quarterly earnings data on Thursday, February 5th. The energy company reported $1.14 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.21 by ($0.07). The company had revenue of $64.09 billion during the quarter, compared to analysts’ expectations of $65.82 billion. Shell had a net margin of 5.34% and a return on equity of 10.49%. As a group, equities research analysts expect that Shell will post 7.67 EPS for the current fiscal year.

Institutional Investors Weigh In On Shell

Several hedge funds have recently added to or reduced their stakes in the company. Natixis Advisors LLC boosted 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 acquiring an additional 167,983 shares in the last quarter. Great Lakes Advisors LLC grew its stake in Shell by 0.5% in the third quarter. Great Lakes Advisors LLC now owns 596,972 shares of the energy company’s stock valued at $42,701,000 after purchasing an additional 3,084 shares during the last quarter. SG Americas Securities LLC increased its stake in shares of Shell by 187.5% in the fourth quarter. SG Americas Securities LLC now owns 316,216 shares of the energy company’s stock worth $23,236,000 after acquiring an additional 677,746 shares during the period. Allied Investment Advisors LLC boosted its holdings in Shell by 3.5% during the third quarter. Allied Investment Advisors LLC now owns 191,732 shares of the energy company’s stock worth $13,715,000 after buying an additional 6,546 shares in the last quarter. Finally, Adell Harriman & Carpenter Inc. increased its position in shares of Shell by 4.7% during the fourth quarter. Adell Harriman & Carpenter Inc. now owns 156,733 shares of the energy company’s stock valued at $11,517,000 after acquiring an additional 7,083 shares during the last quarter. Institutional investors own 28.60% of the company’s stock.

Trending Headlines about Shell

Here are the key news stories impacting Shell this week:

• Positive Sentiment: Board-approved $3.5bn share buyback start and ongoing repurchases reinforce shareholder returns and helped limit downside after the profit miss. Shell announces commencement of a share buyback programme
• Positive Sentiment: Dividend raised 4% (Q4 interim $0.372/sh) and strong 2025 free cash flow ($26bn) and cost savings ($5bn) give management ammunition to keep payouts. Shell Plc 4th Quarter 2025 and Full Year Unaudited Results
• Positive Sentiment: Management is exploring multibillion-dollar offshore gas projects in Venezuela — a potential near‑term growth opportunity if sanctions/terms allow. Shell weighing Venezuela offshore investments worth billions
• Neutral Sentiment: Board has chosen PwC to replace EY as external auditor from FY2027; procedural change that requires shareholder approval and is unlikely to move fundamentals. Shell picks PwC as auditor to replace EY
• Negative Sentiment: Q4 adjusted earnings and revenue missed consensus — weaker oil prices, tax headwinds and poor oil trading pushed adjusted EPS/earnings below estimates, prompting questions on near-term earnings momentum. Shell Q4 Earnings Miss as Lower Oil Prices Pressure Results
• Negative Sentiment: RBC Capital Markets downgraded Shell to Sector Perform and cut its price target after the soft trading update and what it called a “double miss” — analyst skepticism could cap near-term upside. Shell Plc downgraded after soft trading update
• Negative Sentiment: Shell will pause new investments in Kazakhstan amid legal/arbitration actions — geopolitical and legal risk to future upstream growth and project timing. Shell pauses further Kazakhstan investments over legal disputes
• Negative Sentiment: Executive pay headlines (reported potential CEO pay rise) could attract investor scrutiny on capital allocation given recent weaker quarterly profit and large payouts. Shell plans up to £4.6mn pay rise for chief executive Wael Sawan

Shell Company Profile

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.