Shell PLC Unsponsored ADR (NYSE:SHEL) Receives $81.33 Average PT from Analysts

Shell PLC Unsponsored ADR (NYSE:SHEL) has been assigned a consensus recommendation of “Hold” from the eighteen research firms that are presently covering the company, Marketbeat Ratings reports. Eleven equities research analysts have rated the stock with a hold recommendation, six have assigned a buy recommendation and one has issued a strong buy recommendation on the company. The average 1-year target price among analysts that have updated their coverage on the stock in the last year is $81.3286.

SHEL has been the subject of several recent analyst reports. UBS Group cut Shell from a “buy” rating to a “neutral” rating in a research note on Tuesday, November 25th. Wall Street Zen cut Shell from a “buy” rating to a “hold” rating in a report on Saturday, December 20th. Piper Sandler lowered their price objective on shares of Shell from $93.00 to $89.00 and set an “overweight” rating for the company in a research note on Friday, February 6th. Weiss Ratings lowered shares of Shell from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday. Finally, Jefferies Financial Group restated a “buy” rating on shares of Shell in a report on Thursday, January 8th.

Key Headlines Impacting Shell

Here are the key news stories impacting Shell this week:

• Positive Sentiment: Company-led share repurchases: Shell continued on- and off-market buybacks on March 5–6 as part of its program announced Feb. 5, cancelling several hundred thousand shares across LSE, Chi?X, BATS and European venues (aggregate purchases reported each day at VWAPs in the low £/€30s). Buybacks support EPS and signal management confidence. Transaction in Own Shares (06 March 2026)
• Positive Sentiment: Venezuela gas/oil agreements: Shell signed multiple accords with Venezuela that advance the Dragon gas project and related partnerships, targeting first gas deliveries to Trinidad and boosting Atlantic LNG supply (first gas targeted by Q3 2027) — expands LNG/gas supply optionality and long?term cashflow potential. Shell Secures Major Oil and Gas Agreements With Venezuela
• Positive Sentiment: Kazakhstan exploration deal: Shell signed a contract to explore the Zhanaturmys block in western Kazakhstan, adding upstream exploration optionality in a prolific basin — upside for reserves if exploration confirms recoverable volumes. Shell signs contract with Kazakhstan to explore Zhanaturmys oil and gas block
• Positive Sentiment: Analyst price target lift: Citi raised its price target on Shell to 2,950 GBp (from 2,700 GBp) while keeping a Neutral rating, citing geopolitical dynamics that can support near?term commodity prices — analyst support can underpin investor sentiment. Citi Raises PT on Shell PLC (SHEL)
• Neutral Sentiment: PDMR share vesting disclosures: Several executives received shares from 2023 LTIP vesting; routine insider vesting/transactions disclosed under EU/UK rules — standard compensation reporting with limited direct price impact. Director/PDMR Shareholding
• Neutral Sentiment: Industry board moves at BP: Separately, BP announced board trimming and departures that include a former Shell CFO — industry governance news, not Shell-specific operationally. BP Chair Manifold trims board, former Shell CFO to exit
• Negative Sentiment: Large capital commitment to Raízen: Shell is committing roughly $666–668M to support Raízen after rescue talks with partners faltered — a meaningful near?term cash outlay and increased JV exposure that could weigh on free cash flow and investor risk appetite. Shell Steps In to Rescue Raizen With Major Capital Commitment
• Negative Sentiment: Legal/commercial exposure: A court/arbitration outcome recently favored Venture Global in an LNG dispute with Shell, reinforcing potential contractual liabilities or settlements; this raises execution and legal-risk considerations around Shell’s LNG contracts. Venture Global Court Win And LNG Deals Shape Valuation And Dividend Outlook

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in the company. Colonial Trust Advisors grew its stake in Shell by 9.5% in the fourth quarter. Colonial Trust Advisors now owns 1,488 shares of the energy company’s stock valued at $109,000 after acquiring an additional 129 shares during the period. Argent Advisors Inc. lifted its holdings in shares of Shell by 3.3% in the 3rd quarter. Argent Advisors Inc. now owns 4,717 shares of the energy company’s stock worth $337,000 after purchasing an additional 150 shares in the last quarter. First PREMIER Bank grew its position in Shell by 6.1% in the 3rd quarter. First PREMIER Bank now owns 2,653 shares of the energy company’s stock valued at $190,000 after purchasing an additional 153 shares during the period. LRI Investments LLC increased its stake in Shell by 25.1% during the 4th quarter. LRI Investments LLC now owns 846 shares of the energy company’s stock valued at $62,000 after purchasing an additional 170 shares in the last quarter. Finally, Seven Mile Advisory lifted its stake in shares of Shell by 3.3% in the second quarter. Seven Mile Advisory now owns 5,572 shares of the energy company’s stock valued at $392,000 after buying an additional 176 shares in the last quarter. 28.60% of the stock is owned by institutional investors and hedge funds.

Shell Trading Up 2.3%

NYSE:SHEL traded up $1.90 on Friday, reaching $84.84. 9,923,478 shares of the stock traded hands, compared to its average volume of 6,036,382. The firm has a market capitalization of $241.25 billion, a price-to-earnings ratio of 14.14, a price-to-earnings-growth ratio of 6.02 and a beta of 0.14. Shell has a 1-year low of $58.54 and a 1-year high of $85.16. The company has a current ratio of 1.30, a quick ratio of 1.03 and a debt-to-equity ratio of 0.38. The company’s 50 day moving average is $76.78 and its 200-day moving average is $74.47.

Shell (NYSE:SHEL) last posted its quarterly earnings data on Thursday, February 5th. The energy company reported $0.57 EPS for the quarter, missing analysts’ consensus estimates of $1.21 by ($0.64). The firm had revenue of $64.09 billion during the quarter, compared to the consensus estimate of $65.82 billion. Shell had a net margin of 6.52% and a return on equity of 10.34%. Equities research analysts anticipate that Shell will post 7.67 EPS for the current fiscal year.

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.