Shell (NYSE:SHEL – Get Free Report) had its price objective decreased by stock analysts at Wells Fargo & Company from $78.00 to $77.00 in a research note issued to investors on Friday, Marketbeat.com reports. The firm presently has an “equal weight” rating on the energy company’s stock. Wells Fargo & Company‘s target price points to a potential upside of 2.31% from the company’s current price.
SHEL has been the topic of a number of other research reports. Wall Street Zen cut shares of Shell from a “buy” rating to a “hold” rating in a research note on Saturday, December 20th. Piper Sandler dropped their target price on shares of Shell from $93.00 to $89.00 and set an “overweight” rating for the company in a research report on Friday. TD Cowen reiterated a “buy” rating on shares of Shell in a research note on Friday, October 31st. Royal Bank Of Canada lowered Shell from an “outperform” rating to a “sector perform” rating in a research note on Monday, January 26th. Finally, UBS Group cut Shell from a “buy” rating to a “neutral” rating in a research note on Tuesday, November 25th. One investment analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and eleven have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $81.33.
Check Out Our Latest Research Report on Shell
Shell Trading Up 0.8%
Shell (NYSE:SHEL – Get Free Report) last released its earnings results on Thursday, February 5th. The energy company reported $1.14 EPS for the quarter, missing the consensus estimate of $1.21 by ($0.07). Shell had a net margin of 5.34% and a return on equity of 10.49%. The company had revenue of $64.09 billion for the quarter, compared to analyst estimates of $65.82 billion. On average, research analysts anticipate that Shell will post 7.67 EPS for the current year.
Institutional Investors Weigh In On Shell
Institutional investors and hedge funds have recently bought and sold shares of the business. SG Americas Securities LLC increased its holdings in shares of Shell by 187.5% in the 4th quarter. SG Americas Securities LLC now owns 316,216 shares of the energy company’s stock worth $23,236,000 after buying an additional 677,746 shares during the last quarter. Natixis Advisors LLC increased its stake in Shell by 13.2% during the 3rd quarter. Natixis Advisors LLC now owns 1,445,346 shares of the energy company’s stock valued at $103,386,000 after purchasing an additional 167,983 shares in the last quarter. Farther Finance Advisors LLC boosted its position in Shell by 119.7% in the fourth quarter. Farther Finance Advisors LLC now owns 42,664 shares of the energy company’s stock valued at $3,135,000 after buying an additional 23,243 shares during the last quarter. Beese Fulmer Investment Management Inc. lifted its position in Shell by 111.5% during the fourth quarter. Beese Fulmer Investment Management Inc. now owns 42,090 shares of the energy company’s stock valued at $3,093,000 after purchasing an additional 22,187 shares during the period. Finally, Poehling Capital Management INC. purchased a new position in Shell during the second quarter valued at approximately $1,213,000. 28.60% of the stock is owned by institutional investors.
Shell News Summary
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
About Shell
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.
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