Shell plc (SHEL.L) – What Are Analysts Saying About This Stock?

Shares of Shell plc (LON:SHEL) have received a consensus rating of “Moderate Buy” from the twelve research firms that are presently covering the firm, Marketbeat reports. Six investment analysts have rated the stock with a hold recommendation and six have issued a buy recommendation on the company. The average 12 month target price among brokers that have issued ratings on the stock in the last year is GBX 3,775.

A number of analysts have issued reports on the company. Royal Bank Of Canada reissued a “neutral” rating on shares of Shell in a research note on Thursday, September 24th. Jefferies Financial Group reaffirmed a “buy” rating and issued a GBX 4,500 target price on shares of Shell in a research report on Thursday, October 8th. JPMorgan Chase & Co. reduced their price objective on Shell from GBX 3,900 to GBX 3,600 and set an “overweight” rating on the stock in a research note on Friday, July 3rd. Berenberg Bank reaffirmed a “buy” rating and set a GBX 4,000 target price on shares of Shell in a report on Monday, August 3rd. Finally, UBS Group reissued a “neutral” rating on shares of Shell in a research note on Friday, September 25th.

More Shell News

Here are the key news stories impacting Shell this week:

• Positive Sentiment: Share buybacks are supporting per-share value. Shell repurchased shares on October 22 for cancellation, extending its 2026 buyback program. A lower share count can boost earnings per share and signals management’s confidence in the company’s valuation and cash generation. Shell Advances 2026 Buy-Back with New Share Cancellations
• Positive Sentiment: Shell and Exxon Mobil are reportedly exploring an approximately $8 billion sale of their UK chemicals joint venture. A sale could provide substantial cash proceeds, simplify Shell’s portfolio and reinforce its strategy of concentrating on higher-return businesses. The transaction could also reduce Shell’s exposure to the weaker chemicals cycle, although the valuation and timing remain uncertain. Shell, ExxonMobil Said to Put Chemicals JV Up for Sale
• Positive Sentiment: Shell and Equinor received UK approval for a North Sea gas field. Regulatory clearance provides a path to additional domestic gas production and could support future upstream cash flow, though the project still faces execution, investment and long-term energy-transition risks. Shell, Equinor Receive UK’s Green Light for North Sea Gas Field
• Neutral Sentiment: Higher petrol prices in Singapore may modestly support downstream revenue. Shell matched a competitor’s price increase as regional fuel prices rose, but higher prices can also weaken demand and do not necessarily translate into higher margins. Petrol prices rise for second straight day as Shell matches Caltex’s hike
• Neutral Sentiment: Shell’s fuel shipments to Kenya could strengthen its regional supply position. The arrival of V-Power and other fuel cargoes addresses supply concerns, but the article offers limited information about the financial effect on Shell. Shell’s V-Power, six oil tankers among 51 ships to land in Kenya

Shell Stock Performance

LON SHEL opened at GBX 4,033 on Friday. The company has a market capitalization of £229.79 billion, a P/E ratio of 8.92, a PEG ratio of 2.50 and a beta of 0.43. Shell has a 1-year low of GBX 2,553.77 and a 1-year high of GBX 4,035.50. The business has a 50 day moving average price of GBX 3,597.74 and a 200 day moving average price of GBX 3,341.68. The company has a debt-to-equity ratio of 40.42, a current ratio of 1.43 and a quick ratio of 0.86.

Insider Activity at Shell

In other Shell news, insider Sinead Gorman sold 30,000 shares of the company’s stock in a transaction dated Friday, July 31st. The shares were sold at an average price of GBX 3,369, for a total transaction of £1,010,700. 0.05% of the stock is currently owned by corporate insiders.

About Shell

Shell is a global group of energy and petrochemical companies. Shell’s strategy is to deliver more value with less emissions as we work to become a net-zero emissions business by 2050.

As we navigate the energy transition through the next decade, we will leverage our global footprint, the trust in our brand, and our innovation and technology capabilities to be the energy company that customers and countries choose to be their partner. We are positioning Shell to become the investment case and partner of choice through the energy transition.