Research Analysts Set Expectations for Shell FY2026 Earnings

Shell PLC Unsponsored ADR (NYSE:SHEL) – Erste Group Bank boosted their FY2026 earnings per share estimates for Shell in a report issued on Thursday, August 27th. Erste Group Bank analyst H. Engel now forecasts that the energy company will post earnings of $11.18 per share for the year, up from their prior forecast of $11.08. Erste Group Bank currently has a “Buy” rating on the stock. The consensus estimate for Shell’s current full-year earnings is $10.38 per share. Erste Group Bank also issued estimates for Shell’s FY2027 earnings at $9.38 EPS.

Shell (NYSE:SHEL) last released its quarterly earnings data on Friday, July 31st. The energy company reported $3.52 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.23 by $0.29. The firm had revenue of $94.66 billion during the quarter, compared to analysts’ expectations of $86.22 billion. Shell had a return on equity of 14.34% and a net margin of 8.55%.

A number of other analysts also recently commented on the stock. Wells Fargo & Company boosted their price objective on shares of Shell from $100.00 to $105.00 and gave the stock an “equal weight” rating in a report on Friday, July 31st. Piper Sandler lifted their price target on shares of Shell from $88.00 to $89.00 and gave the company a “neutral” rating in a research report on Monday, August 3rd. Weiss Ratings upgraded Shell from a “buy (b-)” rating to a “buy (b)” rating in a report on Tuesday, July 28th. Jefferies Financial Group raised their price objective on Shell to $122.40 and gave the company a “buy” rating in a research note on Thursday, May 21st. Finally, Wall Street Zen upgraded Shell from a “buy” rating to a “strong-buy” rating in a research report on Saturday, August 8th. Six investment analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company. Based on data from MarketBeat.com, Shell currently has a consensus rating of “Hold” and a consensus price target of $106.77.

Shell Stock Performance

NYSE:SHEL opened at $91.49 on Monday. The firm’s fifty day simple moving average is $86.43 and its 200-day simple moving average is $86.50. The company has a quick ratio of 1.12, a current ratio of 1.43 and a debt-to-equity ratio of 0.36. The stock has a market cap of $256.49 billion, a PE ratio of 10.10, a price-to-earnings-growth ratio of 0.60 and a beta of 0.05. Shell has a fifty-two week low of $68.63 and a fifty-two week high of $94.90.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of the stock. Colonial Trust Advisors grew its holdings in Shell by 9.5% during the 4th quarter. Colonial Trust Advisors now owns 1,488 shares of the energy company’s stock valued at $109,000 after buying an additional 129 shares during the last quarter. PFG Private Wealth Management LLC raised its holdings in shares of Shell by 3.8% in the second quarter. PFG Private Wealth Management LLC now owns 3,578 shares of the energy company’s stock worth $277,000 after acquiring an additional 130 shares during the last quarter. Financial Management Professionals Inc. lifted its position in shares of Shell by 2.9% in the second quarter. Financial Management Professionals Inc. now owns 4,800 shares of the energy company’s stock valued at $372,000 after acquiring an additional 137 shares in the last quarter. Plan A Wealth LLC boosted its stake in shares of Shell by 1.7% during the second quarter. Plan A Wealth LLC now owns 8,619 shares of the energy company’s stock valued at $668,000 after acquiring an additional 140 shares during the last quarter. Finally, Cornerstone Planning Group LLC increased 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 in the last quarter. 28.60% of the stock is currently owned by institutional investors and hedge funds.

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.