Shell (NYSE:SHEL) Upgraded at Wall Street Zen

Wall Street Zen upgraded shares of Shell (NYSE:SHEL) from a hold rating to a buy rating in a report issued on Saturday.

A number of other equities analysts also recently issued reports on the company. Piper Sandler increased their price objective on Shell from $89.00 to $106.00 and gave the stock an “overweight” rating in a report on Thursday, March 12th. Jefferies Financial Group reaffirmed a “buy” rating on shares of Shell in a research report on Thursday, January 8th. Wells Fargo & Company lowered their price target on shares of Shell from $78.00 to $77.00 and set an “equal weight” rating for the company in a research report on Friday, February 6th. Bank of America cut shares of Shell from a “buy” rating to a “neutral” rating in a report on Friday, December 5th. Finally, UBS Group lowered shares of Shell from a “buy” rating to a “neutral” rating in a report on Tuesday, November 25th. One equities research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and eleven have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Shell has an average rating of “Hold” and an average target price of $83.76.

Shell Stock Performance

Shares of SHEL opened at $90.55 on Friday. Shell has a one year low of $58.54 and a one year high of $91.09. The company has a 50-day simple moving average of $78.42 and a two-hundred day simple moving average of $75.11. The company has a debt-to-equity ratio of 0.38, a current ratio of 1.30 and a quick ratio of 1.03. The firm has a market capitalization of $256.41 billion, a PE ratio of 15.09, a price-to-earnings-growth ratio of 6.19 and a beta of 0.14.

Shell (NYSE:SHEL) last announced its earnings results on Thursday, February 5th. The energy company reported $0.57 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.21 by ($0.64). Shell had a return on equity of 10.34% and a net margin of 6.52%.The firm had revenue of $64.09 billion during the quarter, compared to the consensus estimate of $65.82 billion. On average, analysts anticipate that Shell will post 7.67 EPS for the current fiscal year.

Institutional Trading of Shell

A number of large investors have recently made changes to their positions in SHEL. Kohmann Bosshard Financial Services LLC purchased a new position in shares of Shell during the fourth quarter valued at approximately $26,000. Steigerwald Gordon & Koch Inc. bought a new stake in Shell in the 3rd quarter worth approximately $31,000. Grey Fox Wealth Advisors LLC purchased a new stake in Shell during the 3rd quarter valued at $34,000. Zions Bancorporation National Association UT lifted its holdings in shares of Shell by 186.7% during the 4th quarter. Zions Bancorporation National Association UT now owns 473 shares of the energy company’s stock valued at $35,000 after buying an additional 308 shares during the period. Finally, Nalls Sherbakoff Group LLC purchased a new position in shares of Shell in the 4th quarter worth $36,000. 28.60% of the stock is currently owned by institutional investors.

Key Shell News

Here are the key news stories impacting Shell this week:

• Positive Sentiment: Company buyback activity — Shell disclosed additional on‑ and off‑market purchases of its own shares as part of its existing buy‑back programme, reducing share count and supporting EPS. Transaction in Own Shares
• Positive Sentiment: Analyst price target uplift — Bank of America raised its GPB price target for Shell (while keeping a Neutral rating), citing higher oil & gas price forecasts, which can support sentiment and lift the stock. BofA Lifts PT on Shell plc (SHEL) to 3,250 GBp From 2,900 GBp – Here’s Why
• Positive Sentiment: Asset sale boosts cash and strategic focus — Shell agreed to sell Jiffy Lube and Premium Velocity Auto for about $1.3B, a disposal that trims non‑core assets and bolsters cash for returns or reinvestment. Shell Sells Jiffy Lube and Premium Velocity Auto in $1.3B Deal
• Positive Sentiment: Long‑term demand outlook for LNG — Shell projects global LNG demand rising substantially through 2040–2050, supporting its gas & LNG investment thesis and potential earnings tailwinds. Global LNG demand to rise at least 54% by 2040, Shell says
• Neutral Sentiment: Dividend logistics announced — Shell published sterling and euro equivalents for its Q4 2025 interim dividend (previously declared in USD). It’s routine but supports the income case for holders. SHELL PLC FOURTH QUARTER 2025 EURO AND GBP EQUIVALENT DIVIDEND PAYMENTS
• Neutral Sentiment: Retail footprint adjustments — Reports say Shell sold or closed ~800 branded retail sites last year; management frames U.S. retail as still a growth priority, so the moves look like portfolio optimization rather than strategic retreat. Shell sold or closed 800 branded retail sites last year
• Neutral Sentiment: Momentum/profile pieces — Coverage from Zacks and others highlights Shell’s momentum scores and relative outperformance today; useful for sentiment but not new company fundamentals. Here’s Why Shell (SHEL) is a Strong Momentum Stock

Shell Company Profile

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.