FY2026 EPS Estimates for Shell Raised by Erste Group Bank

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 to clients and investors on Tuesday, September 8th. Erste Group Bank analyst H. Engel now expects that the energy company will post earnings of $11.20 per share for the year, up from their prior forecast of $11.18. Erste Group Bank currently has a “Buy” rating on the stock. The consensus estimate for Shell’s current full-year earnings is $10.84 per share. Erste Group Bank also issued estimates for Shell’s FY2027 earnings at $9.46 EPS.

Several other research firms also recently weighed in on SHEL. TD Cowen reissued a “buy” rating on shares of Shell in a research report on Thursday, July 2nd. Weiss Ratings upgraded shares of Shell from a “buy (b-)” rating to a “buy (b)” rating in a research report on Tuesday, July 28th. HSBC upgraded shares of Shell from a “hold” rating to a “buy” rating in a research report on Monday, May 18th. Piper Sandler boosted their target price on shares of Shell from $89.00 to $100.00 and gave the company a “neutral” rating in a research note on Thursday, September 3rd. Finally, Zacks Research cut Shell from a “strong-buy” rating to a “hold” rating in a research report on Monday, May 25th. Seven analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $107.46.

Shell Price Performance

NYSE SHEL opened at $96.00 on Friday. The company has a current ratio of 1.43, a quick ratio of 1.12 and a debt-to-equity ratio of 0.36. Shell has a 1 year low of $68.63 and a 1 year high of $96.99. The company has a market cap of $269.14 billion, a PE ratio of 10.60, a PEG ratio of 0.85 and a beta of 0.05. The stock’s 50-day moving average price is $89.07 and its two-hundred day moving average price is $87.33.

Shell (NYSE:SHEL) last announced its earnings results on Friday, July 31st. The energy company reported $3.52 EPS for the quarter, beating the consensus estimate of $3.23 by $0.29. The business had revenue of $94.66 billion during the quarter, compared to the consensus estimate of $86.22 billion. Shell had a return on equity of 14.34% and a net margin of 8.55%.

Hedge Funds Weigh In On Shell

A number of hedge funds have recently modified their holdings of the stock. Continuum Advisory LLC acquired a new position in Shell in the 2nd quarter worth about $34,000. Zions Bancorporation National Association UT lifted its holdings in shares of Shell by 186.7% during the 4th quarter. Zions Bancorporation National Association UT now owns 473 shares of the energy company’s stock valued at $35,000 after buying an additional 308 shares during the last quarter. Nalls Sherbakoff Group LLC bought a new stake in shares of Shell in the 4th quarter valued at approximately $36,000. Kilter Group LLC increased its holdings in Shell by 83.1% in the second quarter. Kilter Group LLC now owns 498 shares of the energy company’s stock worth $39,000 after buying an additional 226 shares during the last quarter. Finally, Allied Private Wealth LLC acquired a new stake in Shell in the second quarter valued at approximately $43,000. 28.60% of the stock is owned by institutional investors and hedge funds.

Key Shell News

Here are the key news stories impacting Shell this week:

• Positive Sentiment: Higher European gas prices support earnings outlook: European natural-gas prices have reached a four-year high, potentially improving returns from Shell’s LNG, gas trading and related businesses. The stronger commodity environment is also lifting sentiment toward major energy producers. European Natural Gas Surges to 4-Year High
• Positive Sentiment: Shell sells RISEC power plant for $715 million: Shell agreed to sell its interest in the Rhode Island State Energy Center to Constellation Energy for $715 million. The transaction supports Shell’s effort to streamline and actively manage its North American power portfolio, while providing cash that can be redeployed to higher-priority businesses. Shell will acquire the Hunlock Creek plant as part of the broader portfolio reshaping. Shell sells its interest in RISEC to Constellation
• Positive Sentiment: Expansion in Angola exploration: Shell, QatarEnergy and Sonangol are partnering on offshore blocks in Angola described as promising. Successful exploration could add longer-term oil and gas resources, although any financial contribution is likely distant. Shell, QatarEnergy and Sonangol team up for promising Angola offshore blocks
• Positive Sentiment: Retail-fuels footprint expands: Shell is taking full ownership of Tri Star and adding 320 sites, strengthening its branded mobility and service-station network. The move could improve downstream scale, though benefits will depend on purchase terms and execution. Shell Signs Deal to Take Full Ownership of Tri Star
• Neutral Sentiment: Shell and FAW Trucks are testing immersion-cooled battery packs for hybrid commercial vehicles. The project supports Shell’s lower-carbon technology strategy but is still at the testing stage and is unlikely to materially affect near-term results. Shell, FAW Trucks Test Immersion-Cooled Battery Pack

About Shell

Shell plc is a global energy company headquartered in London, United Kingdom. Its operations span the exploration, production, processing, trading and marketing of energy resources, including crude oil, natural gas and liquefied natural gas (LNG).

The company also operates refineries, petrochemical and chemical businesses, fuel stations and other energy-marketing activities. Through its Energy Solutions operations, Shell provides renewable power, electric-vehicle charging, energy-efficiency services and lower-carbon fuels, while continuing to develop technologies and projects intended to reduce emissions from energy production and use.

Shell traces its history to the Royal Dutch Petroleum Company and the Shell Transport and Trading Company, which combined their operations in 1907.