FY2026 EPS Estimates for Shell Decreased by Erste Group Bank

Shell PLC Unsponsored ADR (NYSE:SHEL) – Analysts at Erste Group Bank decreased their FY2026 earnings estimates for shares of Shell in a research note issued to investors on Thursday, June 25th. Erste Group Bank analyst H. Engel now forecasts that the energy company will post earnings of $10.20 per share for the year, down from their prior estimate of $10.38. Erste Group Bank currently has a “Hold” rating on the stock. The consensus estimate for Shell’s current full-year earnings is $10.03 per share.

A number of other brokerages have also issued reports on SHEL. Rothschild & Co Redburn lowered Shell from a “strong-buy” rating to a “hold” rating in a research note on Thursday, April 9th. Jefferies Financial Group increased their target price on Shell to $122.40 and gave the stock a “buy” rating in a research note on Thursday, May 21st. BNP Paribas Exane set a $101.00 target price on shares of Shell and gave the company a “neutral” rating in a research note on Friday, April 17th. Zacks Research cut shares of Shell from a “strong-buy” rating to a “hold” rating in a report on Monday, May 25th. Finally, Scotiabank lifted their price objective on shares of Shell from $91.00 to $122.00 and gave the company a “sector outperform” rating in a report on Wednesday, April 22nd. Six research analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and an average target price of $100.46.

Shell Trading Up 0.9%

SHEL opened at $77.56 on Wednesday. The company has a debt-to-equity ratio of 0.38, a quick ratio of 0.97 and a current ratio of 1.27. The stock’s 50 day moving average price is $84.74 and its 200-day moving average price is $82.21. Shell has a one year low of $68.63 and a one year high of $94.90. The stock has a market cap of $217.44 billion, a price-to-earnings ratio of 12.08, a P/E/G ratio of 0.47 and a beta of 0.05.

Shell (NYSE:SHEL) last posted its quarterly earnings data on Friday, May 8th. The energy company reported $2.44 earnings per share for the quarter, topping analysts’ consensus estimates of $2.14 by $0.30. Shell had a net margin of 6.85% and a return on equity of 11.18%. The company had revenue of $69.69 billion for the quarter, compared to analyst estimates of $77.54 billion.

Institutional Investors Weigh In On Shell

Several hedge funds have recently made changes to their positions in SHEL. Colonial Trust Advisors grew its position in shares of Shell by 9.5% during the 4th quarter. Colonial Trust Advisors now owns 1,488 shares of the energy company’s stock worth $109,000 after buying an additional 129 shares in the last quarter. Cornerstone Planning Group LLC lifted its stake in Shell by 14.1% in the first quarter. Cornerstone Planning Group LLC now owns 1,215 shares of the energy company’s stock worth $109,000 after acquiring an additional 150 shares during the period. LRI Investments LLC grew its holdings in Shell by 25.1% during the 4th quarter. LRI Investments LLC now owns 846 shares of the energy company’s stock worth $62,000 after acquiring an additional 170 shares in the last quarter. NBC Securities Inc. increased its position in Shell by 1.9% during the 4th quarter. NBC Securities Inc. now owns 9,552 shares of the energy company’s stock valued at $702,000 after purchasing an additional 176 shares during the period. Finally, Prime Capital Investment Advisors LLC raised its holdings in shares of Shell by 0.8% in the 4th quarter. Prime Capital Investment Advisors LLC now owns 22,244 shares of the energy company’s stock valued at $1,635,000 after purchasing an additional 178 shares in the last quarter. 28.60% of the stock is currently owned by hedge funds and other institutional investors.

Shell News Roundup

Here are the key news stories impacting Shell this week:

• Positive Sentiment: Shell said global LNG demand could rise about 65% by 2050, reinforcing a strong long-term growth outlook for one of its key businesses. Shell: Global LNG Demand to Surge 65% by 2050
• Positive Sentiment: The company signed a new engineering framework agreement with Chiyoda to speed up engineering support and improve project execution across global energy projects, which could support future delivery efficiency. Shell Signs New Engineering Framework Agreement With Chiyoda
• Positive Sentiment: Shell also highlighted a long-term LNG demand forecast of nearly 700 million tonnes by 2050, which supports the investment case for its gas portfolio. LNG Global Demand to Soar 65% to 700 Million Tonnes by 2050, Shell Says
• Neutral Sentiment: Shell’s Energy Outlook said global LNG trade could remain flat in 2026, suggesting near-term demand may be less exciting even as the long-term outlook improves. Global LNG trade could remain flat in 2026, says Shell Energy Outlook
• Neutral Sentiment: Shell is near a $1 billion sale of South African fuel stations to ADNOC, which could improve portfolio focus but is not necessarily a major near-term earnings driver. Shell near sale of South African fuel stations to ADNOC in $1B deal – Bloomberg
• Negative Sentiment: Erste Group trimmed its FY2027 EPS estimate for Shell to $8.96 from $9.28, reflecting a slightly softer profit outlook.
• Negative Sentiment: Broader market commentary says Shell shares have been hit by falling oil and gas prices, with investors increasingly concerned about an oversupplied energy market. BP, Shell, Chevron shares on edge as Morgan Stanley slashes oil forecast
• Negative Sentiment: Shell warned that ongoing conflict near the Strait of Hormuz could reduce global LNG supply, adding uncertainty around near-term trading conditions. Shell Warns Global LNG Supply Could Contract if Strait of Hormuz Disruption Continues

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.