Brokerages Set Shell PLC Unsponsored ADR (NYSE:SHEL) Target Price at $81.61

Shell PLC Unsponsored ADR (NYSE:SHEL) has been given a consensus rating of “Hold” by the nineteen ratings firms that are covering the firm, MarketBeat reports. Twelve analysts have rated the stock with a hold rating, six have assigned a buy rating and one has given a strong buy rating to the company. The average 12 month price target among brokers that have covered the stock in the last year is $81.6143.

Several research analysts recently commented on the company. Jefferies Financial Group reissued a “buy” rating on shares of Shell in a research note on Thursday, January 8th. Royal Bank Of Canada downgraded Shell from an “outperform” rating to a “sector perform” rating in a research report on Monday, January 26th. Weiss Ratings cut shares of Shell from a “buy (b-)” rating to a “hold (c+)” rating in a report on Monday. Piper Sandler boosted their price target on shares of Shell from $90.00 to $92.00 and gave the stock an “overweight” rating in a report on Thursday, January 8th. Finally, Citigroup reissued a “neutral” rating on shares of Shell in a research report on Monday, November 3rd.

Shell News Roundup

Here are the key news stories impacting Shell this week:

• Positive Sentiment: Board approves another $3.5 billion share buyback and raises the dividend 4% — management framed this as sustaining shareholder returns despite the Q4 miss, which can support the share price. Shell announces commencement of a share buyback programme
• Positive Sentiment: Company completed on-market purchases today as part of the buyback (millions of shares), showing active capital return and reducing float. Transaction in Own Shares
• Positive Sentiment: Strong full-year cash generation: Shell reported $26 billion free cash flow for 2025 and $5 billion of cost savings since 2022 — highlights the company’s ability to fund payouts and investment. Shell Plc 4th Quarter 2025 and Full Year Unaudited Results
• Neutral Sentiment: CEO Wael Sawan signalled potential multibillion-dollar investments in offshore Venezuelan gas opportunities — this is growth optionality but carries geopolitical and execution risk; markets may view it as longer-term upside. Shell weighing Venezuela offshore investments worth billions of dollars, CEO tells CNBC
• Neutral Sentiment: Management noted tax adjustments and weakness in chemicals as drivers of the Q4 shortfall but described 2025 overall as a good year — mixed messaging that may blunt immediate sentiment. Shell CEO: 2025 was ‘by and large a very good year’ for the oil major
• Negative Sentiment: Q4 adjusted earnings missed expectations (reported ~$3.26B vs. consensus ~$3.5B) and EPS came in well below forecasts — the profit miss is the primary near-term negative catalyst. Shell’s fourth-quarter profit misses expectations at $3.3 billion
• Negative Sentiment: Lower crude prices and weaker oil trading hit results (weakest quarterly profit since 2021 by some measures), increasing near-term earnings risk if commodity prices stay soft. Shell profit misses on lower crude prices, weak oil trading
• Negative Sentiment: Critics flag a rising debt pile and questions over cash allocation despite big payouts — headlines on higher debt and CEO pay increases add to investor caution about capital discipline. Shell to return further $3.5bn to investors and boost dividend

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the business. SG Americas Securities LLC raised its position in shares of Shell by 187.5% during the 4th quarter. SG Americas Securities LLC now owns 316,216 shares of the energy company’s stock worth $23,236,000 after acquiring an additional 677,746 shares in the last quarter. Natixis Advisors LLC increased its stake in Shell by 13.2% in the third quarter. Natixis Advisors LLC now owns 1,445,346 shares of the energy company’s stock valued at $103,386,000 after purchasing an additional 167,983 shares during the last quarter. Farther Finance Advisors LLC raised its holdings in Shell by 119.7% during the fourth quarter. Farther Finance Advisors LLC now owns 42,664 shares of the energy company’s stock worth $3,135,000 after purchasing an additional 23,243 shares in the last quarter. Beese Fulmer Investment Management Inc. boosted its holdings in shares of Shell by 111.5% in the 4th quarter. Beese Fulmer Investment Management Inc. now owns 42,090 shares of the energy company’s stock valued at $3,093,000 after buying an additional 22,187 shares in the last quarter. Finally, Poehling Capital Management INC. purchased a new position in shares of Shell in the 2nd quarter valued at $1,213,000. 28.60% of the stock is owned by institutional investors and hedge funds.

Shell Trading Down 5.3%

Shares of SHEL stock opened at $74.63 on Tuesday. The stock has a market capitalization of $214.57 billion, a P/E ratio of 15.29, a price-to-earnings-growth ratio of 5.84 and a beta of 0.16. Shell has a fifty-two week low of $58.54 and a fifty-two week high of $79.30. The company has a debt-to-equity ratio of 0.36, a quick ratio of 1.10 and a current ratio of 1.35. The company has a 50 day moving average price of $73.58 and a 200 day moving average price of $73.24.

Shell (NYSE:SHEL) last issued its quarterly earnings results on Thursday, February 5th. The energy company reported $1.14 EPS for the quarter, missing the consensus estimate of $1.21 by ($0.07). Shell had a net margin of 5.34% and a return on equity of 10.49%. The business had revenue of $64.09 billion during the quarter, compared to analysts’ expectations of $65.82 billion. Equities research analysts predict that Shell will post 7.67 EPS 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.