Adell Harriman & Carpenter Inc. Has $11.52 Million Holdings in Shell PLC Unsponsored ADR $SHEL

Adell Harriman & Carpenter Inc. grew its position in Shell PLC Unsponsored ADR (NYSE:SHEL) by 4.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 156,733 shares of the energy company’s stock after purchasing an additional 7,083 shares during the quarter. Adell Harriman & Carpenter Inc.’s holdings in Shell were worth $11,517,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Brighton Jones LLC increased its position in Shell by 51.7% during the fourth quarter. Brighton Jones LLC now owns 7,463 shares of the energy company’s stock worth $468,000 after acquiring an additional 2,545 shares during the period. Natixis Advisors LLC boosted its holdings in Shell by 13.2% in 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 during the period. Allied Investment Advisors LLC grew its position in shares of Shell by 3.5% during the 3rd quarter. Allied Investment Advisors LLC now owns 191,732 shares of the energy company’s stock worth $13,715,000 after purchasing an additional 6,546 shares in the last quarter. Beese Fulmer Investment Management Inc. boosted its stake in shares of Shell by 111.5% in 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 buying an additional 22,187 shares during the period. Finally, Integrated Investment Consultants LLC grew its holdings in shares of Shell by 489.8% during the 4th quarter. Integrated Investment Consultants LLC now owns 19,569 shares of the energy company’s stock worth $1,438,000 after purchasing an additional 16,251 shares in the last quarter. 28.60% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of research firms recently commented on SHEL. Scotiabank boosted their price target on Shell from $91.00 to $122.00 and gave the company a “sector outperform” rating in a research note on Wednesday, April 22nd. TD Cowen decreased their price objective on shares of Shell from $112.00 to $110.00 and set a “buy” rating on the stock in a research note on Friday, April 10th. Royal Bank Of Canada downgraded shares of Shell from an “outperform” rating to a “sector perform” rating in a research report on Monday, January 26th. Wells Fargo & Company raised their target price on Shell from $77.00 to $94.00 and gave the company an “equal weight” rating in a report on Thursday, April 9th. Finally, HSBC upgraded Shell from a “hold” rating to a “buy” rating in a research note on Monday. One research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating and fourteen have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Shell has a consensus rating of “Hold” and an average target price of $97.33.

Shell Stock Performance

Shares of Shell stock opened at $88.43 on Wednesday. The stock has a market cap of $247.92 billion, a price-to-earnings ratio of 13.77, a P/E/G ratio of 0.47 and a beta of 0.08. Shell PLC Unsponsored ADR has a twelve month low of $65.38 and a twelve month high of $94.90. The company’s fifty day moving average is $89.53 and its 200 day moving average is $80.37. 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 issued its quarterly earnings results on Friday, May 8th. The energy company reported $2.44 earnings per share for the quarter, beating the consensus estimate of $2.14 by $0.30. The company had revenue of $69.69 billion during the quarter, compared to analysts’ expectations of $77.54 billion. Shell had a return on equity of 11.18% and a net margin of 6.85%. Sell-side analysts forecast that Shell PLC Unsponsored ADR will post 10.28 EPS for the current year.

Shell News Roundup

Here are the key news stories impacting Shell this week:

• Positive Sentiment: Shell continued buying back shares, with the company reporting another round of stock repurchases for cancellation and reinforcing its capital return program. Transaction in Own Shares
• Positive Sentiment: Shell shareholders rejected a green activist resolution at the annual meeting, which supports management’s current oil-and-gas investment strategy and suggests less pressure to shift capital away from core businesses. Shell shareholders reject green activist resolution
• Positive Sentiment: Shell’s CEO told shareholders that oil demand will remain essential for decades, and the company is publicly defending continued upstream investment, which may reassure investors who favor its traditional energy cash flow model. Meeting oil demand will be essential for decades, Shell CEO says
• Positive Sentiment: Analysts and market commentary highlighted Shell’s momentum, LNG growth, and potential for higher cash flow, while some reports also pointed to a $3 billion buyback program and an attractive dividend yield. Here’s Why Shell (SHEL) is a Strong Momentum Stock
• Neutral Sentiment: Shell’s annual general meeting approved most resolutions, but one proposal was not carried; the outcome appears routine overall and is unlikely to materially change the near-term investment case. Result of AGM
• Neutral Sentiment: One research note modestly raised FY2026 earnings estimates, but kept a Hold rating, so the update is supportive but not a major catalyst. Transaction in Own Shares
• Negative Sentiment: Some investors are challenging Shell over its long-term fossil-fuel outlook and continued oil-and-gas spending, which shows there is still debate about the company’s transition strategy. Investors challenge Shell over plans for long-term decline in fossil fuel demand
• Negative Sentiment: Morgan Stanley lowered its price target despite Shell’s earnings beat, which may weigh on sentiment by signaling less upside in the stock. Shell (SHEL) Price Target Lowered Despite Q1 Earnings Beat

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.