Shell (NYSE:SHEL) Upgraded to “Buy” at Wall Street Zen

Wall Street Zen upgraded shares of Shell (NYSE:SHEL) from a hold rating to a buy rating in a research note issued to investors on Saturday.

A number of other brokerages have also weighed in on SHEL. Erste Group Bank restated a “hold” rating on shares of Shell in a research note on Tuesday, May 5th. TD Cowen lowered their target price on Shell from $112.00 to $110.00 and set a “buy” rating for the company in a research note on Friday, April 10th. Rothschild & Co Redburn lowered Shell from a “strong-buy” rating to a “hold” rating in a research note on Thursday, April 9th. Morgan Stanley lowered Shell from an “overweight” rating to an “equal weight” rating in a research note on Tuesday, March 24th. Finally, Royal Bank Of Canada lowered Shell from an “outperform” rating to a “sector perform” rating in a research note on Monday, January 26th. One equities research analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating and fifteen have issued a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $97.33.

Shell Price Performance

Shell stock opened at $83.94 on Friday. The company has a debt-to-equity ratio of 0.38, a current ratio of 1.30 and a quick ratio of 1.03. The company has a market capitalization of $237.72 billion, a PE ratio of 13.08, a price-to-earnings-growth ratio of 0.45 and a beta of 0.08. Shell has a one year low of $65.38 and a one year high of $94.90. The business has a 50 day simple moving average of $89.09 and a 200 day simple moving average of $79.75.

Shell (NYSE:SHEL) last issued its quarterly earnings data on Thursday, May 7th. The energy company reported $2.44 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.14 by $0.30. The firm had revenue of $69.69 billion during the quarter, compared to the consensus estimate of $77.54 billion. Shell had a return on equity of 11.11% and a net margin of 6.85%. On average, sell-side analysts forecast that Shell will post 9.88 EPS for the current fiscal year.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in SHEL. SG Americas Securities LLC grew its stake 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 during the period. Natixis Advisors LLC boosted its position 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 during the period. BI Asset Management Fondsmaeglerselskab A S boosted its position in shares of Shell by 452.6% during the first quarter. BI Asset Management Fondsmaeglerselskab A S now owns 74,296 shares of the energy company’s stock worth $6,910,000 after buying an additional 60,850 shares during the period. Captrust Financial Advisors boosted its position in shares of Shell by 30.4% during the fourth quarter. Captrust Financial Advisors now owns 180,630 shares of the energy company’s stock worth $13,273,000 after buying an additional 42,129 shares during the period. Finally, Farther Finance Advisors LLC boosted its position in shares of Shell by 119.7% during the fourth quarter. Farther Finance Advisors LLC now owns 42,664 shares of the energy company’s stock worth $3,135,000 after buying an additional 23,243 shares during the period. 28.60% of the stock is owned by institutional investors and hedge funds.

More Shell News

Here are the key news stories impacting Shell this week:

• Positive Sentiment: Shell reported first-quarter adjusted earnings of about $6.9 billion, beating expectations, helped by strong trading and optimization performance as well as higher oil prices. Shell’s profit beats expectations at $6.9 billion, cuts share buybacks
• Positive Sentiment: Shell raised its interim dividend by 5%, signaling confidence in cash generation and shareholder returns. Shell plc First Quarter 2026 Interim Dividend
• Positive Sentiment: Shell warned that the global oil market is tightening fast, with supply shortages potentially supporting commodity prices and upstream profitability. Shell warns the global oil market is tightening fast
• Positive Sentiment: Jefferies reiterated a Buy rating and said the shares could have meaningful upside from current levels. Shell shares tipped for upside as Jefferies repeats ‘Buy’ rating
• Neutral Sentiment: Management highlighted that Shell is becoming more than just a traditional oil story, which may help investors focus on trading, LNG, and broader energy activities rather than only crude exposure. Shell Is No Longer Just A Traditional Oil Story
• Negative Sentiment: Despite the earnings beat, Shell missed revenue expectations and working-capital swings hurt cash flow, which may limit enthusiasm around the quarter. Shell Q1 Earnings Beat on Trading Strength, Revenues Miss
• Negative Sentiment: Shell also reduced its share buyback pace versus the prior quarter, a sign it is preserving cash rather than aggressively returning it to shareholders. Shell’s profit beats expectations at $6.9 billion, cuts share buybacks
• Negative Sentiment: Shares have also faced pressure from hopes of a Middle East peace deal, which could reduce oil prices and cool the earnings boost Shell has been getting from higher crude markets. FTSE 100 tumbles as Iran peace deal hopes rise

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.