SHEL
Shell plc
$85.66
-0.22%
$248.9B
No data for this timeframe.
Vol
Market Cap$248.9B
Cap SizeMega Cap
Analyst ConsensusBuy (60%)
Inst. Holders50 funds
Inst. Value$23.2B
Inst. Activity28 buys / 16 sells
Reddit Sentiment50° Neutral
SEC Reports1
Press Releases20
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.
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP — NEW
7,196,400 shares ($669.3M)
Inst.
BlackRock, Inc. — TRIM
5,379,041 shares ($500.3M)
Jun 15, 2026
Press
Shell plc announced the euro and pound sterling equivalent dividend payments for its Q1 2026 interim dividend of US$0.39
Impact 2/10
Jun 15, 2026
dividend
SHELL PLC FIRST QUARTER 2026 EURO AND GBP EQUIVALENT DIVIDEND PAYMENTS
<p align="start"><b>SHELL PLC FIRST QUARTER 2026 EURO AND GBP EQUIVALENT DIVIDEND PAYMENTS</b></p>
Jun 12, 2026
Press
Shell pauses its $3.0 billion share buyback programme from June 12 to July 14, 2026, due to securities law requirements
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
+15.6% upside
Buy
Current $85.66
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 | $9.40 ▲ +0.6% | $7.41 — $10.74 | -11% YoY | 9 |
Latest Reports
NEUTRAL
Press
2/10
Shell plc announced the euro and pound sterling equivalent dividend payments for its Q1 2026 interim dividend of US$0.39
Jun 15, 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 |
|---|---|---|
| NOMURA ASSET MANAGEMENT CO | — | — |
| FMR LLC | $9.1B | — |
| DIMENSIONAL FUND ADVISORS LP | $2.3B | — |
| MORGAN STANLEY | $899.7M | — |
| BANK OF AMERICA CORP | $703.3M | — |
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 |
50 institutional holders with $23.2B total value (249,877,798 shares) as of 2026-Q1. Top holders: NOMURA, FMR, DIMENSIONAL. Net buying activity: 28 institutions added/increased vs 16 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | NOMURA ASSET MANAGEMENT CO LTD | — | $0.00 | 0.0% | — |
| 2 | FMR LLC | 97,617,838 | $9.1B | 39.1% | — |
| 3 | DIMENSIONAL FUND ADVISORS LP | 24,690,100 | $2.3B | 9.9% | — |
| 4 | MORGAN STANLEY | 9,673,916 | $899.7M | 3.9% | — |
| 5 | BANK OF AMERICA CORP /DE/ | 7,562,727 | $703.3M | 3.0% | — |
| 6 | FRANKLIN RESOURCES INC | 7,322,962 | $681.0M | 2.9% | — |
| 7 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 7,196,400 | $669.3M | 2.9% | NEW |
| 8 | Mawer Investment Management Ltd. | 7,120,336 | $662.2M | 2.9% | ADD +79.4% |
| 9 | WELLINGTON MANAGEMENT GROUP LLP | 6,363,355 | $591.8M | 2.5% | — |
| 10 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 6,146,649 | $571.6M | 2.5% | — |
| 11 | BlackRock, Inc. | 5,379,041 | $500.3M | 2.2% | TRIM -28.5% |
| 12 | EAGLE CAPITAL MANAGEMENT LLC | 5,308,706 | $493.7M | 2.1% | TRIM -31.7% |
| 13 | GOLDMAN SACHS GROUP INC | 4,979,786 | $463.1M | 2.0% | — |
| 14 | BANK OF MONTREAL /CAN/ | 3,862,524 | $359.2M | 1.5% | DOUBLED +105.8% |
| 15 | ROYAL BANK OF CANADA | 3,769,080 | $350.5M | 1.5% | — |
| 16 | JENNISON ASSOCIATES LLC | 3,444,210 | $320.3M | 1.4% | ADD +33.4% |
| 17 | PZENA INVESTMENT MANAGEMENT LLC | 3,196,449 | $297.3M | 1.3% | — |
| 18 | VICTORY CAPITAL MANAGEMENT INC | 2,884,339 | $268.2M | 1.2% | ADD +67.4% |
| 19 | Rockefeller Capital Management L.P. | 2,817,779 | $262.1M | 1.1% | — |
| 20 | D. E. Shaw & Co., Inc. | 2,780,297 | $258.6M | 1.1% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | NEW | — | 7,196,400 | — | $669.3M | 2026-Q1 |
| BlackRock, Inc. | TRIM | 7,525,146 | 5,379,041 | -28.5% | $500.3M | 2026-Q1 |
| EAGLE CAPITAL MANAGEMENT LLC | TRIM | 7,777,595 | 5,308,706 | -31.7% | $493.7M | 2026-Q1 |
| BANK OF MONTREAL /CAN/ | DOUBLED | 1,876,976 | 3,862,524 | +105.8% | $359.2M | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC | ADD | 1,722,904 | 2,884,339 | +67.4% | $268.2M | 2026-Q1 |
| Nuveen, LLC | TRIM | 2,590,734 | 1,447,942 | -44.1% | $134.7M | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. | TRIM | 2,489,647 | 1,431,231 | -42.5% | $133.1M | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC | DOUBLED | 84,780 | 886,141 | +945.2% | $82.4M | 2026-Q1 |
| MARSHALL WACE, LLP | NEW | — | 769,779 | — | $71.6M | 2026-Q1 |
| AMERIPRISE FINANCIAL INC | ADD | 435,368 | 683,912 | +57.1% | $63.4M | 2026-Q1 |
| Neuberger Berman Group LLC | ADD | 372,092 | 605,646 | +62.8% | $56.3M | 2026-Q1 |
| Clark Capital Management Group, Inc. | NEW | — | 574,262 | — | $53.4M | 2026-Q1 |
| LMR Partners LLP | NEW | — | 396,030 | — | $36.8M | 2026-Q1 |
| GREAT LAKES ADVISORS, LLC | TRIM | 582,932 | 376,963 | -35.3% | $35.1M | 2026-Q1 |
| Cullen Capital Management, LLC | TRIM | 480,347 | 299,034 | -37.7% | $27.8M | 2026-Q1 |
| CAPITAL FUND MANAGEMENT S.A. | NEW | — | 263,277 | — | $24.5M | 2026-Q1 |
| Pinnacle Financial Partners, Inc. | ADD | 149,597 | 258,979 | +73.1% | $24.1M | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL | DOUBLED | 7,952 | 215,473 | +2609.7% | $20.0M | 2026-Q1 |
| COMMERCE BANK | DOUBLED | 42,841 | 212,562 | +396.2% | $19.8M | 2026-Q1 |
| DEUTSCHE BANK AG\ | DOUBLED | 54,581 | 199,857 | +266.2% | $18.6M | 2026-Q1 |
| M&T BANK CORP | DOUBLED | 14,509 | 198,480 | +1268.0% | $18.5M | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. | ADD | 119,548 | 168,008 | +40.5% | $15.6M | 2026-Q1 |
| Capital International Investors | NEW | — | 152,998 | — | $14.2M | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | TRIM | 320,123 | 142,423 | -55.5% | $13.0M | 2026-Q1 |
| TD Waterhouse Canada Inc. | ADD | 81,142 | 117,038 | +44.2% | $10.8M | 2026-Q1 |
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
2/10
Shell plc announced the euro and pound sterling equivalent dividend payments for its Q1 2026 interim
Jun 15, 2026
NEUTRAL
3/10
Shell pauses its $3.0 billion share buyback programme from June 12 to July 14, 2026, due to securiti
Jun 12, 2026
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
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
+15.6% upside
Buy (2.13)
$59.00 Low
$122.40 High
| Metric | Value |
|---|---|
| Current Price | $85.66 |
| Target Low | $59.00 |
| Target Mean | $99.04 |
| Target Median | $100.00 |
| Target High | $122.40 |
| # Analysts | 14 |
| Recommendation | Buy (2.13) |
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 |
$9.40 | $7.41 | $10.74 | -11.3% | +0.6% | 5↑ 3↓ | $304.4B | -8.2% | 9 |
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 15, 2026
dividend
SHELL PLC FIRST QUARTER 2026 EURO AND GBP EQUIVALENT DIVIDEND PAYMENTS
<p align="start"><b>SHELL PLC FIRST QUARTER 2026 EURO AND GBP EQUIVALENT DIVIDEND PAYMENTS</b></p>
Jun 12, 2026
announcement
Shell announces pause in share buyback programme
<p align="justify"><b>Shell announces pause in share buyback programme</b></p>
Jun 12, 2026
other
Transaction in Own Shares
<p><b>Transaction in Own Shares</b></p>
Jun 12, 2026
short_volume
Short Volume: SHEL — 71.5% short (1.6M / 2.2M)
Short: 1,567,837 | Exempt: 3,273 | TRF Vol: 2,191,914 | Short Ratio: 71.5% | Off-exchange volume (dark pool + OTC)
Jun 11, 2026
other
Transaction in Own Shares
<p><b>Transaction in Own Shares</b></p>
Jun 10, 2026
other
Transaction in Own Shares
<p><b>Transaction in Own Shares</b></p>
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>