FY2026 EPS Estimates for Shell Lifted by Erste Group Bank

Shell PLC Unsponsored ADR (NYSE:SHEL) – Research analysts at Erste Group Bank increased their FY2026 earnings estimates for Shell in a research report issued to clients and investors on Wednesday, July 15th. Erste Group Bank analyst H. Engel now anticipates that the energy company will post earnings of $10.22 per share for the year, up from their prior estimate of $10.20. Erste Group Bank currently has a “Hold” rating on the stock. The consensus estimate for Shell’s current full-year earnings is $9.35 per share. Erste Group Bank also issued estimates for Shell’s FY2027 earnings at $9.00 EPS.

Shell (NYSE:SHEL) last announced its earnings results on Friday, May 8th. The energy company reported $2.44 earnings per share for the quarter, topping the consensus estimate of $2.14 by $0.30. The firm had revenue of $69.69 billion for the quarter, compared to the consensus estimate of $77.54 billion. Shell had a net margin of 6.85% and a return on equity of 11.18%.

SHEL has been the subject of several other reports. HSBC raised Shell from a “hold” rating to a “buy” rating in a research note on Monday, May 18th. BNP Paribas Exane set a $101.00 price objective on Shell and gave the company a “neutral” rating in a research note on Friday, April 17th. Weiss Ratings downgraded Shell from a “buy (b)” rating to a “buy (b-)” rating in a research report on Monday, June 1st. Rothschild & Co Redburn cut shares of Shell from a “strong-buy” rating to a “hold” rating in a report on Thursday, April 9th. Finally, TD Cowen reiterated a “buy” rating on shares of Shell in a research note on Thursday, July 2nd. Six equities research analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $100.19.

Shell Stock Up 1.2%

Shell stock opened at $87.20 on Monday. The firm has a market capitalization of $244.47 billion, a P/E ratio of 13.58, a P/E/G ratio of 0.61 and a beta of 0.06. The company has a current ratio of 1.27, a quick ratio of 0.97 and a debt-to-equity ratio of 0.38. Shell has a twelve month low of $68.63 and a twelve month high of $94.90. The stock’s fifty day simple moving average is $83.20 and its 200-day simple moving average is $83.26.

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of the stock. Kohmann Bosshard Financial Services LLC acquired a new stake in Shell during the 4th quarter worth $26,000. Zions Bancorporation National Association UT boosted its stake in Shell by 186.7% in the fourth quarter. Zions Bancorporation National Association UT now owns 473 shares of the energy company’s stock valued at $35,000 after acquiring an additional 308 shares in the last quarter. Nalls Sherbakoff Group LLC purchased a new position in shares of Shell during the fourth quarter worth about $36,000. Ares Financial Consulting LLC acquired a new stake in shares of Shell during the fourth quarter worth about $38,000. Finally, Allied Private Wealth LLC purchased a new stake in shares of Shell in the 2nd quarter valued at about $43,000. Institutional investors and hedge funds own 28.60% of the company’s stock.

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.