SHEL
Shell plc
$85.43
-1.41%
$251.8B
No data for this timeframe.
Vol
Market Cap$251.8B
Cap SizeMega Cap
Analyst ConsensusBuy (60%)
Inst. Holders10 funds
Inst. Value$9.4B
Inst. Activity1 buys / 1 sells
Reddit Sentiment50° Neutral
SEC Reports1
Press Releases19
Congressional2 trades
Recent Activity
May 7, 2026
SEC
Shell reported Q1 2026 EPS of $1.01, a 54% miss versus consensus of $2.21, and revenue of $69.7B, 13% below estimates. T
PRESS-RELEASE — Impact 7/10
Inst.
Mawer Investment Management Ltd. — ADD
8,075,089 shares ($593.4M)
Inst.
TWO SIGMA INVESTMENTS, LP — TRIM
17,300 shares ($1.3M)
Jun 9, 2026
other
Transaction in Own Shares
<p><b>Transaction in Own Shares</b></p>
Jun 8, 2026
Press
Shell plc announced registered exchange offers for five series of unregistered notes previously issued by Shell Finance
Impact 3/10
May 19, 2026
Press
Shell plc held its Annual General Meeting on May 19, 2026. All management-proposed resolutions (1-22) were carried, incl
Impact 3/10
Apr 23, 2026
Congress
Michael McCaul sell
$1,001 - $15,000 — House
Mar 31, 2026
Congress
Michael McCaul sell
$15,001 - $50,000 — House
Price Targets
$99.04
+15.9% upside
Buy
Current $85.43
Low $59.00
Median $100.00
High $122.40
14 analysts
$59.00
$122.40
Analyst Ratings
3Strong Buy
12Buy
10Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 21, 2026 | Jefferies | MAINTAIN | Buy → Buy |
| Apr 22, 2026 | Scotiabank | MAINTAIN | Sector Outperform → Sector Outperform |
| Apr 10, 2026 | TD Cowen | MAINTAIN | Buy → Buy |
| Apr 9, 2026 | Wells Fargo | MAINTAIN | Equal-Weight → Equal-Weight |
| Mar 12, 2026 | Piper Sandler | MAINTAIN | Overweight → Overweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $2.94 ▼ -1.6% | $2.80 — $3.40 | 104% YoY | 5 |
| Next Q | $2.86 ▼ -1.3% | $2.58 — $3.38 | 54% YoY | 5 |
| Current FY | $10.60 ▼ -2.0% | $8.86 — $12.35 | 68% YoY | 11 |
| Next FY | $9.34 | $7.41 — $10.74 | -12% YoY | 11 |
Latest Reports
NEUTRAL
Press
3/10
Shell plc announced registered exchange offers for five series of unregistered notes previously issued by Shell Finance
Jun 8, 2026
BEARISH
PRESS-RELEASE
7/10
Shell reported Q1 2026 EPS of $1.01, a 54% miss versus consensus of $2.21, and revenue of $69.7B, 13% below estimates. T
May 7, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| FMR LLC | $7.2B | — |
| MORGAN STANLEY | $701.7M | — |
| Mawer Investment Management Ltd. | $593.4M | ADD |
| BANK OF AMERICA CORP | $575.4M | — |
| WELLS FARGO & COMPANY/MN | $164.0M | ADD |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
Congressional Trades
1 members: 0 buys, 2 sells
| Member | Party | Type | Amount |
|---|---|---|---|
| Michael McCaul | R | SELL | $1,001 - $15,000 |
| Michael McCaul | R | SELL | $15,001 - $50,000 |
10 institutional holders with $9.4B total value (127,916,055 shares) as of 2025-Q4. Top holders: FMR, MORGAN, Mawer.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | FMR LLC | 98,411,280 | $7.2B | 76.9% | — |
| 2 | MORGAN STANLEY | 9,549,023 | $701.7M | 7.5% | — |
| 3 | Mawer Investment Management Ltd. | 8,075,089 | $593.4M | 6.3% | ADD +79.4% |
| 4 | BANK OF AMERICA CORP /DE/ | 7,830,944 | $575.4M | 6.1% | — |
| 5 | WELLS FARGO & COMPANY/MN | 2,232,147 | $164.0M | 1.7% | ADD +29.0% |
| 6 | RENAISSANCE TECHNOLOGIES LLC | 881,376 | $64.8M | 0.7% | ADD +44.2% |
| 7 | Cullen Capital Management, LLC | 480,347 | $35.3M | 0.4% | — |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 383,355 | $28.2M | 0.3% | ADD +26.3% |
| 9 | DODGE & COX | 55,194 | $4.1M | 0.0% | — |
| 10 | TWO SIGMA INVESTMENTS, LP | 17,300 | $1.3M | 0.0% | TRIM -34.5% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Mawer Investment Management Ltd. | ADD | 4,500,736 | 8,075,089 | +79.4% | $593.4M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 26,400 | 17,300 | -34.5% | $1.3M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 2,437,061 | 3,143,216 | +29.0% | $221.3M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 599,486 | 864,200 | +44.2% | $60.8M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 1,036,082 | 21,500 | -97.9% | $1.5M | 2025-Q2 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | EXIT | 2,944 | 0 | -100.0% | $0.00 | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 2,059,719 | 1,036,082 | -49.7% | $75.9M | 2025-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 199,856 | 252,397 | +26.3% | $18.5M | 2025-Q1 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | TRIM | 10,132 | 2,944 | -70.9% | $215.7K | 2025-Q1 |
| UBS Group AG | ADD | 2,120,713 | 4,203,794 | +98.2% | $263.4M | 2024-Q4 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | NEAR_EXIT | 335,634 | 10,132 | -97.0% | $634.8K | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 184,919 | — | $12.2M | 2024-Q3 |
No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.
1 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 0 mixed, 0 neutral. Avg impact: 7.0/10.
NEUTRAL
3/10
Shell plc announced registered exchange offers for five series of unregistered notes previously issu
Jun 8, 2026
NEUTRAL
3/10
Shell plc held its Annual General Meeting on May 19, 2026. All management-proposed resolutions (1-22
May 19, 2026
NEUTRAL
2/10
Shell plc published an Information Memorandum for its Multi-Currency Debt Securities Programme, allo
May 14, 2026
NEUTRAL
2/10
Shell published its annual Report on Payments to Governments for 2025, a routine regulatory disclosu
May 14, 2026
NEUTRAL
2/10
Shell plc filed a press release disclosing transactions by persons discharging managerial responsibi
May 11, 2026
NEUTRAL
3/10
Shell announces a $3.0 billion share buyback program to repurchase up to 320 million shares over app
May 7, 2026
NEUTRAL
2/10
Shell declared an interim dividend of $0.3906 per ordinary share for Q1 2026, payable on June 29, 20
May 7, 2026
BULLISH
6/10
Shell plc reported Q1 2026 Adjusted Earnings of $6.9 billion, more than double Q4 2025's $3.256 bill
May 7, 2026
BULLISH
7/10
Shell plc has agreed to acquire ARC Resources Ltd for an enterprise value of $16.4 billion, combinin
Apr 27, 2026
NEUTRAL
2/10
Shell plc announced the date, time, and logistics for its 2026 Annual General Meeting (AGM), which w
Apr 13, 2026
MIXED
6/10
Shell updated its Q1 2026 outlook, projecting lower production across Integrated Gas and Upstream du
Apr 8, 2026
NEUTRAL
3/10
Shell plc disclosed that several senior executives, including CEO Wael Sawan and CFO Sinead Gorman,
Apr 7, 2026
BEARISH
7/10
Shell plc issued a press release on March 19, 2026, confirming that an attack occurred at Ras Laffan
Mar 19, 2026
NEUTRAL
3/10
Shell plc announced the fourth quarter 2025 interim dividend payment of $0.372 per ordinary share, w
Mar 16, 2026
NEUTRAL
4/10
Shell plc filed its 2025 Form 20-F and published its 2025 Annual Report and Accounts on March 12, 20
Mar 12, 2026
NEUTRAL
3/10
Shell plc published its 2025 Annual Report and Accounts on March 12, 2026, submitting it to UK and D
Mar 12, 2026
NEUTRAL
3/10
Shell plc disclosed that two senior executives — Chief Human Resources and Corporate Officer Rachel
Mar 9, 2026
NEUTRAL
3/10
Shell plc disclosed the vesting of long-term incentive awards for eight senior executives, including
Mar 5, 2026
NEUTRAL
3/10
Shell plc announced a conditional share award of 11,269 ordinary shares to Andrew Smith, President o
Mar 4, 2026
Current analyst consensus: Buy (60% buy). Based on 25 analysts: 3 strong buy, 12 buy, 10 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$99.04 mean target
+15.9% upside
Buy (2.06)
$59.00 Low
$122.40 High
| Metric | Value |
|---|---|
| Current Price | $85.43 |
| Target Low | $59.00 |
| Target Mean | $99.04 |
| Target Median | $100.00 |
| Target High | $122.40 |
| # Analysts | 14 |
| Recommendation | Buy (2.06) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$2.94 | $2.80 | $3.40 | 104.3% | -1.6% | 3↑ 2↓ | $91.8B | 40.3% | 5 |
| Next Q 2026-09-30 |
$2.86 | $2.58 | $3.38 | 53.9% | -1.3% | 3↑ 2↓ | $88.5B | 29.8% | 5 |
| Current FY 2026-12-31 |
$10.60 | $8.86 | $12.35 | 68.2% | -2.0% | 6↑ 3↓ | $331.5B | 24.2% | 11 |
| Next FY 2027-12-31 |
$9.34 | $7.41 | $10.74 | -11.9% | +0.4% | 5↑ 3↓ | $304.4B | -8.2% | 11 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $2.942 | |
| 7d ago | $2.924 | +0.018 |
| 30d ago | $2.990 | -0.048 |
| 60d ago | $2.566 | +0.375 |
| 90d ago | $1.712 | +1.230 |
5 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 21, 2026 | Jefferies | MAINTAIN | Buy | Buy |
| Apr 22, 2026 | Scotiabank | MAINTAIN | Sector Outperform | Sector Outperform |
| Apr 10, 2026 | TD Cowen | MAINTAIN | Buy | Buy |
| Apr 9, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Mar 12, 2026 | Piper Sandler | MAINTAIN | Overweight | Overweight |
| Feb 6, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Feb 6, 2026 | Piper Sandler | MAINTAIN | Overweight | Overweight |
| Jan 8, 2026 | Piper Sandler | MAINTAIN | Overweight | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 3 | 12 | 10 | 0 | 0 | 60% | |
| May 1, 2026 | 2 | 11 | 13 | 0 | 0 | 50% | |
| Apr 1, 2026 | 2 | 12 | 13 | 0 | 0 | 52% | |
| Mar 1, 2026 | 2 | 12 | 13 | 0 | 0 | 52% | |
| Feb 1, 2026 | 2 | 11 | 13 | 0 | 0 | 50% | |
| Jan 1, 2026 | 2 | 12 | 12 | 0 | 0 | 54% |
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 0 buys, 2 sells.
Congressional Trades
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Apr 23, 2026 | Michael McCaul | R | HOUSE | SELL | $1,001 - $15,000 | Shell PLC | May 11, 2026 (19d) |
| Mar 31, 2026 | Michael McCaul | R | HOUSE | SELL | $15,001 - $50,000 | Shell PLC | Apr 10, 2026 (11d) |
50°
Neutral
Bearish
Neutral
Bullish
2 mentions
0 bullish
0 bearish
2 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Mar 12, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Mar 12, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
Jun 9, 2026
other
Transaction in Own Shares
<p><b>Transaction in Own Shares</b></p>
Jun 9, 2026
short_volume
Short Volume: SHEL — 60.4% short (1.0M / 1.6M)
Short: 974,628 | Exempt: 3,933 | TRF Vol: 1,612,906 | Short Ratio: 60.4% | Off-exchange volume (dark pool + OTC)
Jun 8, 2026
announcement
Shell plc Commences Registered Exchange Offers for Notes Issued in Connection with Prior Private Exchange Offer by Shell Finance US Inc.
<p><b>Press Release</b></p>
Jun 8, 2026
other
Transaction in Own Shares
<p><b>Transaction in Own Shares</b></p>
Jun 5, 2026
other
Transaction in Own Shares
<p><b>Transaction in Own Shares</b></p>
Jun 4, 2026
other
Transaction in Own Shares
<p><b>Transaction in Own Shares</b></p>
Jun 4, 2026
short_volume
Short Volume: SHEL — 61.2% short (2.2M / 3.6M)
Short: 2,183,390 | Exempt: 1,570 | TRF Vol: 3,566,241 | Short Ratio: 61.2% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
other
Transaction in Own Shares
<p><b>Transaction in Own Shares</b></p>
Jun 2, 2026
other
Transaction in Own Shares
<p><b>Transaction in Own Shares</b></p>
Jun 1, 2026
other
Transaction in Own Shares
<p><b>Transaction in Own Shares</b></p>
May 29, 2026
other
Voting Rights and Capital
<p><b>Total Voting Rights</b></p>
May 29, 2026
other
Transaction in Own Shares
<p><b>Transaction in Own Shares</b></p>
May 28, 2026
other
Transaction in Own Shares
<p><b>Transaction in Own Shares</b></p>
May 27, 2026
other
Transaction in Own Shares
<p><b>Transaction in Own Shares</b></p>
May 27, 2026
short_volume
Short Volume: SHEL — 58.4% short (2.0M / 3.4M)
Short: 1,967,118 | Exempt: 1,847 | TRF Vol: 3,366,756 | Short Ratio: 58.4% | Off-exchange volume (dark pool + OTC)