Shell PLC Unsponsored ADR $SHEL Shares Sold by Sequoia Financial Advisors LLC

Sequoia Financial Advisors LLC lessened its stake in Shell PLC Unsponsored ADR (NYSE:SHEL) by 12.7% in the 2nd quarter, Holdings Channel.com reports. The firm owned 42,146 shares of the energy company’s stock after selling 6,105 shares during the period. Sequoia Financial Advisors LLC’s holdings in Shell were worth $3,268,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Brighton Jones LLC boosted its position in shares of Shell by 51.7% during the 4th quarter. Brighton Jones LLC now owns 7,463 shares of the energy company’s stock valued at $468,000 after acquiring an additional 2,545 shares during the last quarter. AQR Capital Management LLC raised its stake in Shell by 70.1% during the first quarter. AQR Capital Management LLC now owns 32,564 shares of the energy company’s stock worth $2,386,000 after purchasing an additional 13,419 shares during the period. IHT Wealth Management LLC boosted its holdings in Shell by 31.6% in the 2nd quarter. IHT Wealth Management LLC now owns 11,900 shares of the energy company’s stock valued at $838,000 after purchasing an additional 2,857 shares during the last quarter. Captrust Financial Advisors grew its stake in shares of Shell by 5.5% in the 2nd quarter. Captrust Financial Advisors now owns 137,086 shares of the energy company’s stock valued at $9,652,000 after buying an additional 7,179 shares during the period. Finally, Horizon Investments LLC increased its holdings in shares of Shell by 6.4% during the 3rd quarter. Horizon Investments LLC now owns 3,521 shares of the energy company’s stock worth $252,000 after buying an additional 211 shares during the last quarter. Institutional investors and hedge funds own 28.60% of the company’s stock.

Shell Stock Up 0.8%

Shell stock opened at $96.74 on Friday. The company has a market capitalization of $271.20 billion, a PE ratio of 10.68, a price-to-earnings-growth ratio of 0.83 and a beta of 0.05. The company has a debt-to-equity ratio of 0.36, a quick ratio of 1.12 and a current ratio of 1.43. Shell PLC Unsponsored ADR has a fifty-two week low of $68.63 and a fifty-two week high of $96.99. The firm has a 50 day moving average price of $89.44 and a 200 day moving average price of $87.39.

Shell (NYSE:SHEL) last released its quarterly earnings results on Friday, July 31st. The energy company reported $3.52 EPS for the quarter, topping analysts’ consensus estimates of $3.23 by $0.29. Shell had a return on equity of 14.34% and a net margin of 8.55%.The company had revenue of $94.66 billion for the quarter, compared to analysts’ expectations of $86.22 billion. Research analysts expect that Shell PLC Unsponsored ADR will post 10.84 earnings per share for the current year.

Analysts Set New Price Targets

A number of research analysts recently commented on the company. Erste Group Bank upgraded Shell from a “hold” rating to a “buy” rating in a report on Thursday, August 27th. Wall Street Zen raised Shell from a “buy” rating to a “strong-buy” rating in a research note on Saturday, August 8th. Zacks Research lowered Shell from a “strong-buy” rating to a “hold” rating in a research note on Monday, May 25th. Jefferies Financial Group increased their price target on Shell to $122.40 and gave the stock a “buy” rating in a report on Thursday, May 21st. Finally, Mizuho began coverage on shares of Shell in a report on Monday, July 20th. They issued a “neutral” rating and a $98.00 price objective on the stock. Seven investment analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $107.46.

Key Stories Impacting Shell

Here are the key news stories impacting Shell this week:

• Positive Sentiment: U.S. power portfolio reshuffle: Shell agreed to sell its interest in the Rhode Island State Energy Center (RISEC) to Constellation Energy for $715 million while acquiring the 169-megawatt Hunlock Creek facility in Pennsylvania. The transactions are intended to unlock value, improve Shell’s PJM market exposure and sharpen its U.S. power portfolio. Shell sells its interest in RISEC to Constellation, acquires Hunlock Creek
• Positive Sentiment: Analysts raise profit forecasts: Erste Group Bank maintained a “Buy” rating and increased its Shell EPS estimates to $11.20 for fiscal 2026 and $9.46 for fiscal 2027. The 2026 forecast is above the broader consensus estimate of $10.84, providing a favorable earnings-growth signal. Shell analyst earnings estimates
• Positive Sentiment: Higher European natural-gas prices: European gas prices have reached a four-year high, potentially benefiting Shell’s integrated gas, LNG and trading operations and supporting investor interest in energy stocks. European Natural Gas Surges to 4-Year High
• Neutral Sentiment: Shell Pilipinas renewed a fuel-supply agreement with Yanson Group for the second half of 2026, while Shell also announced arrangements involving Angola offshore blocks, battery technology testing with FAW Trucks and full ownership of Tri Star with 320 additional sites. These developments support Shell’s longer-term commercial and upstream presence, but their near-term earnings impact is unclear.
• Neutral Sentiment: The RISEC sale produces immediate cash proceeds, but selling a gas-fired power asset also removes its future earnings and cash flow. The financial effect will depend on the purchase price adjustment, Hunlock Creek’s profitability and Shell’s use of the proceeds.

Shell Company Profile

Shell plc is a global energy company headquartered in London, United Kingdom. Its operations span the exploration, production, processing, trading and marketing of energy resources, including crude oil, natural gas and liquefied natural gas (LNG).

The company also operates refineries, petrochemical and chemical businesses, fuel stations and other energy-marketing activities. Through its Energy Solutions operations, Shell provides renewable power, electric-vehicle charging, energy-efficiency services and lower-carbon fuels, while continuing to develop technologies and projects intended to reduce emissions from energy production and use.

Shell traces its history to the Royal Dutch Petroleum Company and the Shell Transport and Trading Company, which combined their operations in 1907.