Shell (NYSE:SHEL) Shares Unloaded Rep. Josh Gottheimer

Representative Josh Gottheimer (D-New Jersey) recently sold shares of Shell plc (NYSE:SHEL). In a filing disclosed on May 14th, the Representative disclosed that they had sold between $1,001 and $15,000 in Shell stock on April 9th. The trade occurred in the Representative’s “MORGAN STANLEY – SELECT UMA ACCOUNT # 1” account.

Representative Josh Gottheimer also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of RTX (NYSE:RTX) on 4/23/2025.
• Purchased $1,001 – $15,000 in shares of Cheniere Energy (NYSE:LNG) on 4/22/2025.
• Purchased $1,001 – $15,000 in shares of Techtronic Industries (OTCMKTS:TTNDY) on 4/21/2025.
• Purchased $1,001 – $15,000 in shares of Tri Pointe Homes (NYSE:TPH) on 4/21/2025.
• Purchased $1,001 – $15,000 in shares of Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (NYSE:TLK) on 4/21/2025.
• Sold $1,001 – $15,000 in shares of KKR & Co. Inc. (NYSE:KKR) on 4/21/2025.
• Purchased $1,001 – $15,000 in shares of D.R. Horton (NYSE:DHI) on 4/21/2025.
• Purchased $1,001 – $15,000 in shares of Home Depot (NYSE:HD) on 4/21/2025.
• Sold $1,001 – $15,000 in shares of Hillman Solutions (NASDAQ:HLMN) on 4/17/2025.
• Sold $1,001 – $15,000 in shares of AbbVie (NYSE:ABBV) on 4/17/2025.

Shell Stock Performance

NYSE:SHEL opened at $67.39 on Friday. The company has a quick ratio of 1.10, a current ratio of 1.35 and a debt-to-equity ratio of 0.36. The firm has a 50-day moving average price of $66.80 and a 200 day moving average price of $65.87. The firm has a market capitalization of $202.71 billion, a PE ratio of 13.42, a price-to-earnings-growth ratio of 0.98 and a beta of 0.38. Shell plc has a 12-month low of $58.55 and a 12-month high of $74.46.

Shell (NYSE:SHEL) last posted its earnings results on Friday, May 2nd. The energy company reported $1.84 EPS for the quarter, topping the consensus estimate of $1.54 by $0.30. Shell had a return on equity of 12.75% and a net margin of 5.57%. The business had revenue of $69.23 billion during the quarter, compared to the consensus estimate of $79.18 billion. During the same quarter last year, the company earned $2.40 EPS. Research analysts anticipate that Shell plc will post 7.67 earnings per share for the current fiscal year.

Shell declared that its board has initiated a stock buyback program on Friday, May 2nd that allows the company to repurchase $3.50 billion in shares. This repurchase authorization allows the energy company to buy up to 1.8% of its shares through open market purchases. Shares repurchase programs are typically a sign that the company’s leadership believes its stock is undervalued.

Shell Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, June 23rd. Stockholders of record on Friday, May 16th will be issued a dividend of $0.716 per share. This represents a $2.86 dividend on an annualized basis and a dividend yield of 4.25%. The ex-dividend date is Friday, May 16th. Shell’s payout ratio is 65.90%.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of the stock. Brighton Jones LLC raised its position in shares of Shell by 51.7% during the fourth quarter. Brighton Jones LLC now owns 7,463 shares of the energy company’s stock worth $468,000 after acquiring an additional 2,545 shares during the last quarter. Private Advisor Group LLC lifted its position in Shell by 0.9% during the 4th quarter. Private Advisor Group LLC now owns 33,168 shares of the energy company’s stock valued at $2,078,000 after purchasing an additional 301 shares during the period. Barclays PLC boosted its stake in shares of Shell by 136.2% in the 4th quarter. Barclays PLC now owns 7,824 shares of the energy company’s stock valued at $490,000 after purchasing an additional 4,512 shares during the last quarter. Charles Schwab Investment Management Inc. grew its position in shares of Shell by 8.1% during the 4th quarter. Charles Schwab Investment Management Inc. now owns 199,856 shares of the energy company’s stock worth $12,521,000 after buying an additional 14,937 shares during the period. Finally, HF Advisory Group LLC lifted its holdings in Shell by 15.8% in the fourth quarter. HF Advisory Group LLC now owns 29,560 shares of the energy company’s stock valued at $1,852,000 after buying an additional 4,028 shares during the period. Institutional investors own 28.60% of the company’s stock.

Wall Street Analysts Forecast Growth

SHEL has been the topic of several recent analyst reports. Barclays restated an “overweight” rating on shares of Shell in a research note on Wednesday, March 26th. TD Cowen decreased their price objective on shares of Shell from $82.00 to $76.00 and set a “buy” rating on the stock in a research note on Tuesday, April 8th. Royal Bank of Canada reiterated an “outperform” rating on shares of Shell in a research note on Wednesday, March 26th. Scotiabank decreased their price target on Shell from $75.00 to $70.00 and set a “sector outperform” rating on the stock in a research report on Friday, April 11th. Finally, Piper Sandler lifted their price objective on Shell from $72.00 to $80.00 and gave the company an “overweight” rating in a research report on Tuesday. One equities research analyst has rated the stock with a hold rating, eleven have assigned a buy rating and two have issued a strong buy rating to the company. According to MarketBeat.com, Shell has an average rating of “Buy” and a consensus target price of $78.35.

About Representative Gottheimer

Josh Gottheimer (Democratic Party) is a member of the U.S. House, representing New Jersey’s 5th Congressional District. He assumed office on January 3, 2017. His current term ends on January 3, 2027.

Gottheimer (Democratic Party) is running for re-election to the U.S. House to represent New Jersey’s 5th Congressional District. He declared candidacy for the 2026 election.

Gottheimer is also running for election for Governor of New Jersey. He declared candidacy for the Democratic primary scheduled on June 10, 2025.

Gottheimer attended the University of Pennsylvania for his undergraduate degree. He became a Thouron Fellow at Oxford and attended Harvard Law School. Gottheimer worked as a speech writer under former President Bill Clinton (D), assisting with two State of the Union addresses, among other projects. Before running for Congress, he worked for Microsoft as a general manager for corporate strategy.

About Shell

Shell plc operates as an energy and petrochemical company Europe, Asia, Oceania, Africa, the United States, and Rest of the Americas. The company operates through Integrated Gas, Upstream, Marketing, Chemicals and Products, and Renewables and Energy Solutions segments. It explores for and extracts crude oil, natural gas, and natural gas liquids; markets and transports oil and gas; produces gas-to-liquids fuels and other products; and operates upstream and midstream infrastructure to deliver gas to market.