Shell (NYSE:SHEL) Posts Earnings Results, Beats Estimates By $0.30 EPS

Shell (NYSE:SHEL) released its quarterly earnings results on Friday, May 8th. The energy company reported $2.44 EPS for the quarter, topping the consensus estimate of $2.14 by $0.30, Zacks reports. Shell had a return on equity of 11.18% and a net margin of 6.85%.The company had revenue of $69.69 billion during the quarter, compared to analyst estimates of $77.54 billion.

Shell Trading Down 3.5%

NYSE SHEL opened at $82.63 on Tuesday. Shell has a 12 month low of $67.25 and a 12 month high of $94.90. The company’s 50-day moving average price is $87.61 and its 200-day moving average price is $81.81. The stock has a market cap of $231.66 billion, a PE ratio of 12.87, a PEG ratio of 0.46 and a beta of 0.05. The company has a current ratio of 1.27, a quick ratio of 0.97 and a debt-to-equity ratio of 0.38.

Hedge Funds Weigh In On Shell

Institutional investors have recently modified their holdings of the stock. Zions Bancorporation National Association UT boosted its holdings in shares of Shell by 186.7% in the fourth quarter. Zions Bancorporation National Association UT now owns 473 shares of the energy company’s stock valued at $35,000 after purchasing an additional 308 shares during the period. Kelleher Financial Advisors purchased a new stake in shares of Shell in the 3rd quarter worth $72,000. 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. Atlas Capital Advisors Inc. bought a new stake in shares of Shell in the fourth quarter valued at about $248,000. Finally, Horizon Investments LLC lifted its stake in Shell by 6.4% in the third quarter. Horizon Investments LLC now owns 3,521 shares of the energy company’s stock worth $252,000 after acquiring an additional 211 shares during the period. 28.60% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Shell

Here are the key news stories impacting Shell this week:

• Positive Sentiment: Shell confirmed first-quarter 2026 dividend payments in euro and pound sterling equivalents, reinforcing ongoing cash returns to shareholders. SHELL PLC FIRST QUARTER 2026 EURO AND GBP EQUIVALENT DIVIDEND PAYMENTS
• Neutral Sentiment: Shell’s agreement to acquire ARC Resources remains a major strategic deal to watch, with investors weighing the offer against the target’s standalone valuation. ARC Resources Investors Weigh Shell Offer Versus Valuation Upside
• Neutral Sentiment: Shell’s stock was also described as falling despite broader market gains, reflecting continued weakness in the shares. Shell (SHEL) Stock Drops Despite Market Gains: Important Facts to Note
• Neutral Sentiment: Company commentary highlighted Shell’s retreat from wind power and a shift toward fossil-fuel investments, which underscores a strategic reset rather than a near-term earnings catalyst. Why Shell Is Selling Its Wind Farms—And What It’s Building Instead
• Negative Sentiment: Reports that Shell is preparing a roughly $1 billion wind farm sale and pulling back from renewables likely weighed on sentiment, as investors may see the move as evidence the energy-transition strategy is being unwound. Shell prepares $1bn wind farm sale as focus shifts from renewables
• Negative Sentiment: News that crude prices eased on hopes of a U.S.-Iran framework deal also pressured oil majors, including Shell, because weaker oil prices can hurt upstream earnings and cash flow. BP and Shell shares slide as US-Iran ‘framework deal’ sees crude oil prices ease

Wall Street Analyst Weigh In

A number of brokerages have recently commented on SHEL. HSBC upgraded Shell from a “hold” rating to a “buy” rating in a report on Monday, May 18th. Piper Sandler lifted their price objective 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. Rothschild & Co Redburn downgraded shares of Shell from a “strong-buy” rating to a “hold” rating in a research note on Thursday, April 9th. Jefferies Financial Group raised their target price on shares of Shell to $122.40 and gave the stock a “buy” rating in a report on Thursday, May 21st. Finally, Wall Street Zen raised shares of Shell from a “hold” rating to a “buy” rating in a research note on Saturday, May 9th. Six 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 currently has an average rating of “Hold” and an average price target of $100.46.

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.