Cullen Capital Management LLC Acquires 149,430 Shares of Shell PLC Unsponsored ADR $SHEL

Cullen Capital Management LLC lifted its holdings in shares of Shell PLC Unsponsored ADR (NYSE:SHEL) by 50.0% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 448,464 shares of the energy company’s stock after buying an additional 149,430 shares during the period. Cullen Capital Management LLC’s holdings in Shell were worth $34,774,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also modified their holdings of the company. Kohmann Bosshard Financial Services LLC bought a new stake in Shell during the fourth quarter worth about $26,000. Zions Bancorporation National Association UT grew its stake in Shell by 186.7% in the fourth quarter. Zions Bancorporation National Association UT now owns 473 shares of the energy company’s stock valued at $35,000 after purchasing an additional 308 shares in the last quarter. Nalls Sherbakoff Group LLC acquired a new position in shares of Shell during the 4th quarter worth approximately $36,000. Ares Financial Consulting LLC acquired a new stake in shares of Shell in the 4th quarter valued at approximately $38,000. Finally, Kilter Group LLC grew its stake in shares of Shell by 83.1% in the second quarter. Kilter Group LLC now owns 498 shares of the energy company’s stock valued at $39,000 after buying an additional 226 shares in the last quarter. Institutional investors and hedge funds own 28.60% of the company’s stock.

Shell News Roundup

Here are the key news stories impacting Shell this week:

• Positive Sentiment: Shell’s U.S. chemical assets have attracted interest from Exxon Mobil and LyondellBasell. The portfolio could be valued at as much as $8 billion, potentially giving Shell significant cash to reduce debt, return capital to shareholders, or invest in higher-return energy businesses. The report reflects continued progress in Shell’s effort to simplify its portfolio and exit less strategic operations. Shell draws interest from bidders including Exxon for $8 billion US chemical assets
• Positive Sentiment: Shell has placed its longtime U.S. headquarters in Houston on the market for approximately $325 million as it reduces its Houston footprint. While the sale highlights ongoing cost and asset rationalization, proceeds could support Shell’s capital-allocation priorities and the move may lower future overhead. Shell puts longtime U.S. headquarters on the market for $325 million
• Neutral Sentiment: A Zacks analysis identifies Shell as a highly ranked value stock, supporting the case for investors focused on valuation, momentum and income. The assessment is research-based rather than a new company announcement, so its direct near-term effect may be limited. Shell is a Top-Ranked Value Stock
• Negative Sentiment: A separate Zacks comparison favors Chevron over Shell, citing stronger expected 2026 earnings growth, production momentum and greater exposure to Guyana. That relative assessment could weigh on Shell among investors seeking faster growth, despite Shell’s asset-sale potential and value appeal. Chevron vs. Shell: Which Energy Major Offers a Better Bet?

Shell Stock Down 0.3%

NYSE SHEL opened at $93.04 on Tuesday. The company has a current ratio of 1.43, a quick ratio of 1.12 and a debt-to-equity ratio of 0.36. The company has a market cap of $260.83 billion, a price-to-earnings ratio of 10.27, a PEG ratio of 0.61 and a beta of 0.05. The company has a 50 day moving average of $85.30 and a 200-day moving average of $85.99. Shell PLC Unsponsored ADR has a 1-year low of $68.63 and a 1-year high of $94.90.

Shell (NYSE:SHEL) last posted its quarterly earnings data on Friday, July 31st. The energy company reported $3.52 EPS for the quarter, topping analysts’ consensus estimates of $3.23 by $0.29. The firm had revenue of $94.66 billion for the quarter, compared to analyst estimates of $86.22 billion. Shell had a return on equity of 14.34% and a net margin of 8.55%. On average, equities research analysts expect that Shell PLC Unsponsored ADR will post 10.36 earnings per share for the current fiscal year.

Analyst Ratings Changes

SHEL has been the subject of a number of recent analyst reports. Piper Sandler increased their price target on shares of Shell from $88.00 to $89.00 and gave the company a “neutral” rating in a research note on Monday, August 3rd. Weiss Ratings raised shares of Shell from a “buy (b-)” rating to a “buy (b)” rating in a report on Tuesday, July 28th. Wells Fargo & Company lifted their price target on Shell from $100.00 to $105.00 and gave the stock an “equal weight” rating in a report on Friday, July 31st. Jefferies Financial Group upped their price objective on Shell to $122.40 and gave the company a “buy” rating in a research note on Thursday, May 21st. Finally, Zacks Research cut Shell from a “strong-buy” rating to a “hold” rating in a research report on Monday, May 25th. Five analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the company. According to data from MarketBeat.com, Shell currently has an average rating of “Hold” and a consensus price target of $106.77.

Shell 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.