Shell (NYSE:SHEL) Price Target Raised to $106.00

Shell (NYSE:SHEL) had its target price lifted by Piper Sandler from $89.00 to $106.00 in a report issued on Thursday morning,Benzinga reports. They currently have an overweight rating on the energy company’s stock.

Several other equities analysts have also recently weighed in on SHEL. Royal Bank Of Canada cut shares of Shell from an “outperform” rating to a “sector perform” rating in a research note on Monday, January 26th. Wall Street Zen downgraded shares of Shell from a “buy” rating to a “hold” rating in a research report on Saturday, December 20th. Weiss Ratings cut shares of Shell from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, March 5th. UBS Group cut Shell from a “buy” rating to a “neutral” rating in a report on Tuesday, November 25th. Finally, Bank of America lowered Shell from a “buy” rating to a “neutral” rating in a research note on Friday, December 5th. One investment analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and eleven have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $83.76.

Shell Price Performance

NYSE:SHEL opened at $89.48 on Thursday. The stock’s 50-day simple moving average is $78.11 and its 200 day simple moving average is $74.99. Shell has a 52-week low of $58.54 and a 52-week high of $89.91. 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 company has a market cap of $254.45 billion, a P/E ratio of 14.91, a P/E/G ratio of 6.49 and a beta of 0.14.

Shell (NYSE:SHEL) last posted its quarterly earnings results on Thursday, February 5th. The energy company reported $0.57 earnings per share for the quarter, missing analysts’ consensus estimates of $1.21 by ($0.64). Shell had a net margin of 6.52% and a return on equity of 10.34%. The company had revenue of $64.09 billion during the quarter, compared to the consensus estimate of $65.82 billion. As a group, sell-side analysts forecast that Shell will post 7.67 EPS for the current fiscal year.

Institutional Trading of Shell

Several hedge funds have recently added to or reduced their stakes in the company. Kohmann Bosshard Financial Services LLC acquired a new position in Shell in the 4th quarter valued at $26,000. Steigerwald Gordon & Koch Inc. acquired a new stake in shares of Shell during the third quarter worth $31,000. Grey Fox Wealth Advisors LLC acquired a new position in shares of Shell in the third quarter valued at about $34,000. Zions Bancorporation National Association UT increased its position in 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 acquiring an additional 308 shares during the period. Finally, Nalls Sherbakoff Group LLC acquired a new stake in Shell in the 4th quarter worth about $36,000. 28.60% of the stock is owned by institutional investors and hedge funds.

Shell News Summary

Here are the key news stories impacting Shell this week:

• Positive Sentiment: Ongoing share buy‑backs — Shell has been actively repurchasing shares across 11–13 March as part of its on‑ and off‑market buyback programme, cancelling multiple tranches on European venues (LSE, Chi‑X, XAMS, etc.). Those repurchases reduce float and support EPS and the share price. Transaction in Own Shares
• Positive Sentiment: Analyst upgrade — Piper Sandler raised its price target to $106 and moved to an “overweight” stance, giving the stock visible upside from current levels and likely attracting buyers. Piper Sandler price target raise
• Positive Sentiment: Deal potential in Venezuela — Reports that Chevron and Shell are close to large oil production deals in Venezuela suggest meaningful upstream growth optionality if agreements proceed, a longer‑term positive for production and cash flow. Chevron, Shell closing in on Venezuela deals
• Positive Sentiment: Bullish options flow — Unusual activity: ~24,213 call options traded (≈52% above typical volume), indicating short‑term bullish positioning by some traders that can amplify upside moves.
• Neutral Sentiment: Corporate filings and annual report — Shell published its 2025 Annual Report and filed the Form 20‑F (standard disclosures); useful for fundamentals but not an immediate catalyst. Shell Publishes Annual Report and Accounts
• Neutral Sentiment: Emissions disclosure — The annual report shows emissions broadly stable around ~1.1 billion tonnes CO2e in 2025; relevant for long‑term ESG investors but unlikely to move markets immediately. Shell’s emissions broadly stable
• Negative Sentiment: Qatar LNG force majeure — Shell (and TotalEnergies) declared force majeure after a drone attack halted operations at Ras Laffan, disrupting LNG shipments and exposing Shell’s LNG trading/contract risk and potential short‑term revenue/earnings pressure for its LNG franchise. Shell Force Majeure In Qatar
• Negative Sentiment: CEO pay controversy — CEO Wael Sawan’s reported ~60% pay jump to ~£13.8m ($18–19m) for 2025 and a board proposal to raise his package are drawing negative attention on governance and could spook some investors sensitive to executive remuneration relative to profit trends. Shell CEO pay increase

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.