FY2026 EPS Estimates for Shell Lifted by Erste Group Bank

Shell PLC Unsponsored ADR (NYSE:SHEL) – Investment analysts at Erste Group Bank lifted their FY2026 earnings estimates for shares of Shell in a research report issued on Tuesday, May 12th. Erste Group Bank analyst H. Engel now forecasts that the energy company will post earnings per share of $10.28 for the year, up from their previous forecast of $10.22. Erste Group Bank has a “Hold” rating on the stock. The consensus estimate for Shell’s current full-year earnings is $10.28 per share.

Shell (NYSE:SHEL) last announced its earnings results on Friday, May 8th. The energy company reported $2.44 EPS for the quarter, topping the consensus estimate of $2.14 by $0.30. The firm had revenue of $69.69 billion for the quarter, compared to the consensus estimate of $77.54 billion. Shell had a net margin of 6.85% and a return on equity of 11.18%.

Several other research analysts also recently issued reports on the stock. Rothschild & Co Redburn downgraded shares of Shell from a “strong-buy” rating to a “hold” rating in a report on Thursday, April 9th. TD Cowen dropped their price objective on shares of Shell from $112.00 to $110.00 and set a “buy” rating on the stock in a report on Friday, April 10th. Zacks Research upgraded shares of Shell from a “hold” rating to a “strong-buy” rating in a report on Monday, April 13th. Morgan Stanley downgraded shares of Shell from an “overweight” rating to an “equal weight” rating in a report on Tuesday, March 24th. Finally, Piper Sandler raised their target price on Shell from $89.00 to $106.00 and gave the stock an “overweight” rating in a research report on Thursday, March 12th. One research analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating and fourteen have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $97.33.

Shell Stock Performance

NYSE:SHEL opened at $88.59 on Tuesday. The firm’s 50-day moving average is $89.46 and its 200-day moving average is $80.28. Shell has a 52-week low of $65.38 and a 52-week high of $94.90. The company has a debt-to-equity ratio of 0.38, a quick ratio of 0.97 and a current ratio of 1.27. The company has a market cap of $248.37 billion, a price-to-earnings ratio of 13.80, a PEG ratio of 0.45 and a beta of 0.08.

Institutional Trading of Shell

Several large investors have recently added to or reduced their stakes in the company. Colonial Trust Advisors grew its stake in Shell by 9.5% during the fourth quarter. Colonial Trust Advisors now owns 1,488 shares of the energy company’s stock worth $109,000 after buying an additional 129 shares during the last quarter. Argent Advisors Inc. grew its stake in Shell by 3.3% during the third quarter. Argent Advisors Inc. now owns 4,717 shares of the energy company’s stock worth $337,000 after buying an additional 150 shares during the last quarter. Cornerstone Planning Group LLC grew its stake in Shell by 14.1% during the first quarter. Cornerstone Planning Group LLC now owns 1,215 shares of the energy company’s stock worth $109,000 after buying an additional 150 shares during the last quarter. LRI Investments LLC grew its stake in Shell by 25.1% during the fourth quarter. LRI Investments LLC now owns 846 shares of the energy company’s stock worth $62,000 after buying an additional 170 shares during the last quarter. Finally, NBC Securities Inc. grew its stake in Shell by 1.9% during the fourth quarter. NBC Securities Inc. now owns 9,552 shares of the energy company’s stock worth $702,000 after buying an additional 176 shares during the last quarter. 28.60% of the stock is owned by institutional investors.

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.