Cullen Capital Management LLC Purchases 149,430 Shares of Shell PLC Unsponsored ADR $SHEL

Cullen Capital Management LLC increased its position in shares of Shell PLC Unsponsored ADR (NYSE:SHEL) by 50.0% during the 2nd quarter, HoldingsChannel.com reports. The fund owned 448,464 shares of the energy company’s stock after purchasing an additional 149,430 shares during the period. Cullen Capital Management LLC’s holdings in Shell were worth $34,774,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Kohmann Bosshard Financial Services LLC acquired a new stake in shares of Shell in the 4th quarter valued at $26,000. Zions Bancorporation National Association UT raised its holdings in shares of Shell by 186.7% during the 4th quarter. Zions Bancorporation National Association UT now owns 473 shares of the energy company’s stock worth $35,000 after buying an additional 308 shares in the last quarter. Nalls Sherbakoff Group LLC bought a new stake in shares of Shell during the 4th quarter worth $36,000. Kilter Group LLC boosted its stake 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 in the last quarter. Finally, Ares Financial Consulting LLC bought a new position in Shell in the fourth quarter valued at about $38,000. 28.60% of the stock is currently owned by institutional investors.

Key Shell News

Here are the key news stories impacting Shell this week:

• Positive Sentiment: Shell’s U.S. chemical assets have attracted interest from Exxon Mobil and LyondellBasell. The portfolio could be valued at as much as $8 billion, potentially giving Shell significant cash to reduce debt, return capital to shareholders, or invest in higher-return energy businesses. The report reflects continued progress in Shell’s effort to simplify its portfolio and exit less strategic operations. Shell draws interest from bidders including Exxon for $8 billion US chemical assets
• Positive Sentiment: Shell has placed its longtime U.S. headquarters in Houston on the market for approximately $325 million as it reduces its Houston footprint. While the sale highlights ongoing cost and asset rationalization, proceeds could support Shell’s capital-allocation priorities and the move may lower future overhead. Shell puts longtime U.S. headquarters on the market for $325 million
• Neutral Sentiment: A Zacks analysis identifies Shell as a highly ranked value stock, supporting the case for investors focused on valuation, momentum and income. The assessment is research-based rather than a new company announcement, so its direct near-term effect may be limited. Shell is a Top-Ranked Value Stock
• Negative Sentiment: A separate Zacks comparison favors Chevron over Shell, citing stronger expected 2026 earnings growth, production momentum and greater exposure to Guyana. That relative assessment could weigh on Shell among investors seeking faster growth, despite Shell’s asset-sale potential and value appeal. Chevron vs. Shell: Which Energy Major Offers a Better Bet?

Wall Street Analyst Weigh In

A number of research analysts have recently commented on SHEL shares. Erste Group Bank reissued a “hold” rating on shares of Shell in a report on Tuesday, May 5th. Jefferies Financial Group upped their price objective on shares of Shell to $122.40 and gave the stock a “buy” rating in a research report on Thursday, May 21st. Zacks Research downgraded shares of Shell from a “strong-buy” rating to a “hold” rating in a research note on Monday, May 25th. Piper Sandler boosted their target price on shares of Shell from $88.00 to $89.00 and gave the stock a “neutral” rating in a research note on Monday, August 3rd. Finally, HSBC upgraded shares of Shell from a “hold” rating to a “buy” rating in a report on Monday, May 18th. Five investment analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus price target of $106.77.

Shell Stock Down 0.3%

Shares of NYSE SHEL opened at $93.04 on Tuesday. Shell PLC Unsponsored ADR has a 1 year low of $68.63 and a 1 year high of $94.90. The company has a debt-to-equity ratio of 0.36, a current ratio of 1.43 and a quick ratio of 1.12. The firm has a market cap of $260.83 billion, a PE ratio of 10.27, a price-to-earnings-growth ratio of 0.61 and a beta of 0.05. The company has a 50 day simple moving average of $85.30 and a 200 day simple moving average of $85.99.

Shell (NYSE:SHEL) last announced its quarterly earnings results on Friday, July 31st. The energy company reported $3.52 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.23 by $0.29. The firm had revenue of $94.66 billion during the quarter, compared to analysts’ expectations of $86.22 billion. Shell had a net margin of 8.55% and a return on equity of 14.34%. On average, research analysts forecast that Shell PLC Unsponsored ADR will post 10.36 EPS for the current year.

Shell 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.