Shell (NYSE:SHEL) Price Target Raised to $94.00

Shell (NYSE:SHEL) had its target price raised by research analysts at Wells Fargo & Company from $77.00 to $94.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The firm currently has an “equal weight” rating on the energy company’s stock. Wells Fargo & Company‘s price objective points to a potential upside of 1.09% from the stock’s current price.

SHEL has been the topic of a number of other research reports. Morgan Stanley lowered shares of Shell from an “overweight” rating to an “equal weight” rating in a report on Tuesday, March 24th. Wall Street Zen cut shares of Shell from a “buy” rating to a “hold” rating in a report on Sunday, March 22nd. Jefferies Financial Group reaffirmed a “buy” rating on shares of Shell in a report on Thursday, January 8th. Weiss Ratings raised shares of Shell from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, March 30th. Finally, Royal Bank Of Canada downgraded shares of Shell from an “outperform” rating to a “sector perform” rating in a research note on Monday, January 26th. Two equities research analysts have rated the stock with a Strong Buy rating, four have given a Buy rating and eleven have given a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $86.88.

Shell Stock Up 1.1%

SHEL opened at $92.99 on Thursday. The company has a quick ratio of 1.03, a current ratio of 1.30 and a debt-to-equity ratio of 0.38. The stock has a market cap of $263.33 billion, a price-to-earnings ratio of 15.48, a PEG ratio of 0.83 and a beta of 0.10. Shell has a twelve month low of $58.97 and a twelve month high of $94.90. The company’s 50-day moving average price is $84.90 and its two-hundred day moving average price is $77.47.

Shell (NYSE:SHEL) last released its earnings results on Friday, February 6th. The energy company reported $1.14 earnings per share for the quarter, missing analysts’ consensus estimates of $1.21 by ($0.07). Shell had a net margin of 6.52% and a return on equity of 10.34%. The company had revenue of $64.09 billion during the quarter, compared to analysts’ expectations of $65.82 billion. As a group, equities analysts expect that Shell will post 7.67 earnings per share for the current year.

Institutional Investors Weigh In On Shell

Several institutional investors and hedge funds have recently added to or reduced their stakes in SHEL. Natixis Advisors LLC grew its holdings in shares of Shell by 13.2% during the third quarter. Natixis Advisors LLC now owns 1,445,346 shares of the energy company’s stock worth $103,386,000 after buying an additional 167,983 shares in the last quarter. Great Lakes Advisors LLC raised its holdings 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 acquiring an additional 3,084 shares in the last quarter. SG Americas Securities LLC raised its holdings in Shell by 187.5% in the fourth quarter. SG Americas Securities LLC now owns 316,216 shares of the energy company’s stock valued at $23,236,000 after acquiring an additional 677,746 shares in the last quarter. Allied Investment Advisors LLC raised its holdings in Shell by 2.5% in the fourth quarter. Allied Investment Advisors LLC now owns 196,452 shares of the energy company’s stock valued at $14,435,000 after acquiring an additional 4,720 shares in the last quarter. Finally, Captrust Financial Advisors increased its stake in Shell by 30.4% in the fourth quarter. Captrust Financial Advisors now owns 180,630 shares of the energy company’s stock valued at $13,273,000 after purchasing an additional 42,129 shares during the last quarter. Hedge funds and other institutional investors own 28.60% of the company’s stock.

Key Headlines Impacting Shell

Here are the key news stories impacting Shell this week:

• Positive Sentiment: Erste Group raised its FY2026 and FY2027 EPS forecasts for Shell, boosting near‑term earnings expectations (FY26 from $6.44 to $7.28; FY27 to $7.98). This signals analyst confidence in Shell’s earnings power. Erste upgrade / MarketBeat
• Positive Sentiment: Shell flagged much higher oil‑trading profits as Middle East conflict pushed volatility and prices up — a potential offset to lower physical production. Shell prints cash from chaos
• Positive Sentiment: Ongoing and sizeable share buybacks: Shell reported multiple “transaction in own shares” filings on April 7–8 as part of its announced repurchase program — a direct capital-return booster that supports EPS and floor for the stock. 08 April buyback details 07 April buyback details
• Neutral Sentiment: Company Q1 trading update reiterates results due May 7 and flags that outlooks exclude identified items — useful context but not a fresh catalyst on its own. Q1 2026 update note
• Neutral Sentiment: Some media stories mention “Jeff Shell” leaving Paramount — this is a separate individual and not related to Shell plc; may cause name‑search noise but no company impact. Jeff Shell / Reuters
• Negative Sentiment: Shell trimmed its first‑quarter integrated gas production outlook after disruptions to Qatari volumes tied to the Middle East conflict — management now expects lower gas output vs Q4, which pressures near‑term revenue in the gas segment. Reuters: production cut
• Negative Sentiment: Oil and energy peers fell after ceasefire news eased immediate supply concerns and pushed crude prices lower, removing some of the trading upside and weighing on Shell’s share move today. Proactive: markets react to ceasefire

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.