Equities Analysts Issue Forecasts for Shell FY2026 Earnings

Shell PLC Unsponsored ADR (NYSE:SHEL) – Investment analysts at Erste Group Bank upped their FY2026 earnings per share estimates for shares of Shell in a research report issued on Wednesday, July 15th. Erste Group Bank analyst H. Engel now forecasts that the energy company will post earnings of $10.22 per share for the year, up from their prior estimate of $10.20. Erste Group Bank has a “Hold” rating on the stock. The consensus estimate for Shell’s current full-year earnings is $9.35 per share. Erste Group Bank also issued estimates for Shell’s FY2027 earnings at $9.00 EPS.

Other research analysts also recently issued research reports about the stock. Morgan Stanley downgraded shares of Shell from an “overweight” rating to an “equal weight” rating in a report on Tuesday, March 24th. Rothschild & Co Redburn downgraded Shell from a “strong-buy” rating to a “hold” rating in a research report on Thursday, April 9th. Weiss Ratings lowered Shell from a “buy (b)” rating to a “buy (b-)” rating in a research note on Monday, June 1st. BNP Paribas Exane set a $101.00 price objective on Shell and gave the stock a “neutral” rating in a research note on Friday, April 17th. Finally, Wall Street Zen downgraded Shell from a “buy” rating to a “hold” rating in a research report on Saturday, June 27th. Six analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $100.46.

Shell Stock Performance

SHEL opened at $87.36 on Monday. 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 has a market capitalization of $244.91 billion, a price-to-earnings ratio of 13.61, a PEG ratio of 0.62 and a beta of 0.06. The company has a fifty day moving average of $83.15 and a 200 day moving average of $83.08. Shell has a fifty-two week low of $68.63 and a fifty-two week high of $94.90.

Shell (NYSE:SHEL) last announced its quarterly earnings data on Friday, May 8th. The energy company reported $2.44 earnings per share (EPS) for the quarter, beating 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 business had revenue of $69.69 billion during the quarter, compared to analyst estimates of $77.54 billion.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the business. Colonial Trust Advisors grew its stake in shares of Shell by 9.5% during the fourth quarter. Colonial Trust Advisors now owns 1,488 shares of the energy company’s stock worth $109,000 after acquiring an additional 129 shares during the last quarter. Financial Management Professionals Inc. boosted its stake in Shell by 2.9% in the 2nd quarter. Financial Management Professionals Inc. now owns 4,800 shares of the energy company’s stock worth $372,000 after purchasing an additional 137 shares in the last quarter. Cornerstone Planning Group LLC grew its position in Shell by 14.1% during the 1st quarter. Cornerstone Planning Group LLC now owns 1,215 shares of the energy company’s stock worth $109,000 after purchasing an additional 150 shares during the last quarter. 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, NBC Securities Inc. raised its holdings in shares of Shell by 1.9% in the fourth quarter. NBC Securities Inc. now owns 9,552 shares of the energy company’s stock worth $702,000 after buying an additional 176 shares during the last quarter. Hedge funds and other institutional investors own 28.60% of the company’s stock.

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.