Shell PLC Unsponsored ADR (NYSE:SHEL) Receives Average Recommendation of “Hold” from Analysts

Shares of Shell PLC Unsponsored ADR (NYSE:SHEL) have received an average rating of “Hold” from the nineteen research firms that are covering the firm, MarketBeat.com reports. Twelve research analysts have rated the stock with a hold recommendation, six have assigned a buy recommendation and one has assigned a strong buy recommendation to the company. The average 1 year price objective among brokerages that have issued a report on the stock in the last year is $84.05.

SHEL has been the subject of several analyst reports. Weiss Ratings lowered Shell from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, March 5th. Wells Fargo & Company decreased their price target on Shell from $78.00 to $77.00 and set an “equal weight” rating for the company in a research note on Friday, February 6th. Royal Bank Of Canada downgraded Shell from an “outperform” rating to a “sector perform” rating in a report on Monday, January 26th. Jefferies Financial Group restated a “buy” rating on shares of Shell in a report on Thursday, January 8th. Finally, Piper Sandler lifted their target price on shares of Shell from $89.00 to $106.00 and gave the stock an “overweight” rating in a research note on Thursday, March 12th.

Key Shell News

Here are the key news stories impacting Shell this week:

• Positive Sentiment: Company buy-back activity — Shell continued buying shares for cancellation as part of its Feb 5 buy-back program, purchasing roughly 3.6 million shares across European venues on March 23–24, shrinking float and supporting EPS. Transaction in Own Shares (24 March 2026)
• Positive Sentiment: Adura JV financing — Shell-Equinor JV Adura secured a $3 billion reserve-based lending facility, strengthening project-level liquidity for UK North Sea production and reducing near-term financing risk. Shell-Equinor JV Adura secures $3 billion lending facility
• Positive Sentiment: Supply-tightening comments could lift product margins — CEO Wael Sawan warned at CERAWeek that fuel-product supplies are tightening (Asia now, Europe potentially by April). Tighter refined-product markets can support refining margins and Shell’s integrated earnings. CERAWEEK Energy security key to national security, Shell CEO says
• Neutral Sentiment: Market commentary — The Zacks Analyst Blog flagged Shell among energy names in a volatile week driven by Middle East tensions and oil-market disruptions; useful context but not a direct catalyst. The Zacks Analyst Blog Highlights Shell
• Negative Sentiment: Analyst downgrade — Morgan Stanley downgraded Shell from “overweight” to “equal weight,” a direct sell-side headwind that can pressure sentiment and reduce marginal demand for the stock. Finviz (Morgan Stanley downgrade)
• Negative Sentiment: Rising short interest — Short interest rose ~17.7% in March to about 10.3M shares (≈0.4% of float), increasing potential selling pressure and volatility despite a low days-to-cover (~1.3 days).
• Negative Sentiment: Operational risk in Middle East exposure — Reports that Iranian missile strikes heavily damaged a major gas-to-liquids (GTL) plant in Qatar and Shell warnings about long-term LNG confidence highlight potential lost volumes and near-term revenue hit for global producers and trading operations. Iranian Missile Strikes Are Costing Big Oil Billions in Lost Revenue

Hedge Funds Weigh In On Shell

Hedge funds have recently made changes to their positions in the company. Kohmann Bosshard Financial Services LLC purchased a new position in Shell in the 4th quarter worth $26,000. Steigerwald Gordon & Koch Inc. acquired a new position in shares of Shell in the third quarter valued at about $31,000. Grey Fox Wealth Advisors LLC purchased a new position in shares of Shell in the third quarter worth about $34,000. Zions Bancorporation National Association UT lifted its holdings in shares of Shell by 186.7% during the fourth quarter. Zions Bancorporation National Association UT now owns 473 shares of the energy company’s stock worth $35,000 after purchasing an additional 308 shares during the period. Finally, Nalls Sherbakoff Group LLC purchased a new stake in Shell in the fourth quarter valued at approximately $36,000. 28.60% of the stock is owned by institutional investors and hedge funds.

Shell Stock Up 0.5%

NYSE:SHEL opened at $91.16 on Wednesday. The company has a debt-to-equity ratio of 0.38, a quick ratio of 1.03 and a current ratio of 1.30. The stock has a market capitalization of $258.16 billion, a P/E ratio of 15.19, a P/E/G ratio of 1.96 and a beta of 0.14. The company’s 50-day simple moving average is $80.78 and its 200-day simple moving average is $75.89. Shell has a fifty-two week low of $58.54 and a fifty-two week high of $92.95.

Shell (NYSE:SHEL) last posted its earnings results on Thursday, February 5th. The energy company reported $1.14 EPS for the quarter, missing analysts’ consensus estimates of $1.21 by ($0.07). Shell had a net margin of 6.52% and a return on equity of 10.34%. The firm had revenue of $64.09 billion for the quarter, compared to analysts’ expectations of $65.82 billion. On average, equities analysts anticipate that Shell will post 7.67 earnings per share for the current fiscal year.

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.