Analysts Set Shell PLC Unsponsored ADR (NYSE:SHEL) PT at $100.46

Shell PLC Unsponsored ADR (NYSE:SHEL) has received a consensus recommendation of “Hold” from the nineteen ratings firms that are covering the stock, Marketbeat Ratings reports. Thirteen investment analysts have rated the stock with a hold rating and six have given a buy rating to the company. The average 12-month price target among analysts that have issued a report on the stock in the last year is $100.4625.

A number of equities analysts have commented on the stock. BNP Paribas Exane set a $101.00 price objective on shares of Shell and gave the stock a “neutral” rating in a report on Friday, April 17th. HSBC upgraded Shell from a “hold” rating to a “buy” rating in a research note on Monday, May 18th. TD Cowen restated a “buy” rating on shares of Shell in a research note on Thursday, July 2nd. Zacks Research downgraded Shell from a “strong-buy” rating to a “hold” rating in a report on Monday, May 25th. Finally, Erste Group Bank reissued a “hold” rating on shares of Shell in a research report on Tuesday, May 5th.

Shell Stock Up 4.8%

Shares of NYSE:SHEL opened at $81.92 on Friday. The company has a market capitalization of $229.67 billion, a price-to-earnings ratio of 12.76, a price-to-earnings-growth ratio of 0.48 and a beta of 0.06. The company has a 50 day moving average of $83.70 and a two-hundred day moving average of $82.44. Shell has a 52-week low of $68.63 and a 52-week 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.

Shell (NYSE:SHEL) last posted its earnings results on Friday, May 8th. The energy company reported $2.44 EPS for the quarter, topping analysts’ consensus estimates of $2.14 by $0.30. The business had revenue of $69.69 billion for the quarter, compared to analysts’ expectations of $77.54 billion. Shell had a net margin of 6.85% and a return on equity of 11.18%. As a group, analysts forecast that Shell will post 9.9 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Shell

A number of institutional investors have recently modified their holdings of the stock. Red Spruce Capital LLC increased its holdings in Shell by 1.2% in the second quarter. Red Spruce Capital LLC now owns 21,069 shares of the energy company’s stock valued at $1,634,000 after buying an additional 254 shares during the last quarter. GAMMA Investing LLC grew its position in shares of Shell by 10.3% in the 2nd quarter. GAMMA Investing LLC now owns 14,412 shares of the energy company’s stock worth $1,118,000 after acquiring an additional 1,350 shares in the last quarter. Rathbones Group PLC increased its holdings in shares of Shell by 8.5% in the 1st quarter. Rathbones Group PLC now owns 34,605 shares of the energy company’s stock valued at $3,218,000 after acquiring an additional 2,697 shares during the last quarter. Strategic Investment Advisors MI acquired a new stake in shares of Shell during the 1st quarter valued at approximately $108,000. Finally, EverSource Wealth Advisors LLC lifted its stake in Shell by 18.4% during the first quarter. EverSource Wealth Advisors LLC now owns 8,530 shares of the energy company’s stock worth $793,000 after purchasing an additional 1,323 shares during the last quarter. Institutional investors and hedge funds own 28.60% of the company’s stock.

Key Headlines Impacting Shell

Here are the key news stories impacting Shell this week:

• Positive Sentiment: Shell said its integrated gas trading business is expected to deliver significantly higher results in the second quarter, while refining margins should improve, helping offset weaker upstream production. Shell second quarter 2026 update note
• Positive Sentiment: Shell slightly raised its Q2 integrated gas production guidance, which suggests a better-than-feared operational outlook despite the broader decline from first-quarter levels. Shell raises guidance slightly for Q2 integrated gas production
• Positive Sentiment: Heavy call-option buying points to traders betting on additional upside in Shell shares. Shell Q2 Update Shows Resilient Mix
• Neutral Sentiment: Shell is selling its South Africa fuels business to ADNOC in a deal worth about $1 billion, a move that could sharpen portfolio focus and raise cash, but it also reduces Shell’s downstream footprint in the region. UAE’s ADNOC to buy Shell’s South Africa fuels business in $1B deal
• Neutral Sentiment: Shell also disclosed routine director shareholding activity tied to dividend shares, which is generally not a major stock-moving catalyst. Director/PDMR Shareholding
• Negative Sentiment: Production in Shell’s integrated gas business is still expected to fall sharply from the first quarter because of lost Qatari volumes tied to the Middle East conflict, which limits the near-term earnings boost. Shell’s Traders Get Boost From Conflict But Gas Output Falls on Lost Qatari Volumes

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.