Sigma Planning Corp boosted its position in Shell PLC Unsponsored ADR (NYSE:SHEL – Free Report) by 83.4% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 17,121 shares of the energy company’s stock after purchasing an additional 7,785 shares during the period. Sigma Planning Corp’s holdings in Shell were worth $1,574,000 as of its most recent SEC filing.
Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Bank of America Corp DE lifted its holdings in shares of Shell by 1.9% in the second quarter. Bank of America Corp DE now owns 7,709,715 shares of the energy company’s stock valued at $597,811,000 after buying an additional 146,988 shares during the period. Envestnet Asset Management Inc. boosted its stake in Shell by 7.9% during the second quarter. Envestnet Asset Management Inc. now owns 2,352,694 shares of the energy company’s stock valued at $182,425,000 after buying an additional 171,873 shares in the last quarter. Palogic Value Management L.P. grew its holdings in Shell by 31.4% during the second quarter. Palogic Value Management L.P. now owns 54,698 shares of the energy company’s stock worth $4,241,000 after acquiring an additional 13,080 shares during the period. IFP Advisors Inc grew its holdings in Shell by 86.6% during the third quarter. IFP Advisors Inc now owns 25,800 shares of the energy company’s stock worth $2,452,000 after acquiring an additional 11,974 shares during the period. Finally, Diversify Advisory Services LLC bought a new stake in Shell in the second quarter worth about $854,000. 28.60% of the stock is owned by institutional investors.
Key Shell News
Here are the key news stories impacting Shell this week:
- Positive Sentiment: New Gulf of America production: Shell announced that Phase 3 of the Silvertip project has begun adding production. The project should provide incremental upstream output and cash flow, reinforcing Shell’s portfolio and supporting its growth outlook. Shell adds production in the Gulf of America with Phase 3 Silvertip
- Positive Sentiment: Strong Q3 expectations: Visible Alpha consensus anticipates a robust quarter, supported by higher year-over-year commodity prices and resilient Downstream performance. Downstream revenue is projected at $73.64 billion, while Upstream and Integrated Gas revenue is expected to reach $27.72 billion. Refining margins are forecast to rise to $40 per barrel from $24 in the prior quarter and $12 a year earlier, potentially boosting earnings and cash generation. Shell Earnings Preview: Q3 2026
- Positive Sentiment: Analyst raises earnings forecasts: Erste Group Bank, which maintains a Buy rating, lifted its FY2026 EPS estimate to $12.92 from $12.36 and its FY2027 estimate to $10.56 from $10.20. The revisions signal improving expectations for Shell’s profitability, though estimates remain subject to oil, gas and refining-market volatility. Shell analyst estimates
- Neutral Sentiment: Al Ahly partnership renewed: Shell and Al Ahly Football Company extended their partnership for another four years. The agreement supports Shell’s brand visibility and local commercial presence in Egypt but is unlikely to have a meaningful near-term effect on earnings. Shell, Al Ahly Football Company renew partnership for another four years
- Negative Sentiment: Petrol-station pricing issue: Shell issued a statement regarding an incorrect price displayed at a petrol station. The matter may create limited reputational or customer-service concerns, but no significant financial impact was indicated. Shell issues statement over wrong price at petrol station
Shell Stock Performance
Shares of NYSE SHEL opened at $105.14 on Thursday. The stock’s fifty day simple moving average is $97.50 and its 200 day simple moving average is $87.80. The stock has a market capitalization of $301.20 billion, a price-to-earnings ratio of 11.60, a PEG ratio of 0.89 and a beta of 0.10. The company has a quick ratio of 1.12, a current ratio of 1.43 and a debt-to-equity ratio of 0.36. Shell PLC Unsponsored ADR has a 52-week low of $68.63 and a 52-week high of $108.43.
Shell (NYSE:SHEL – Get Free Report) last announced its earnings results on Friday, July 31st. The energy company reported $3.52 EPS for the quarter, beating the consensus estimate of $3.23 by $0.29. Shell had a return on equity of 14.34% and a net margin of 8.55%. The business had revenue of $94.66 billion during the quarter, compared to the consensus estimate of $86.22 billion. As a group, sell-side analysts forecast that Shell PLC Unsponsored ADR will post 11.94 earnings per share for the current fiscal year.
Wall Street Analysts Forecast Growth
A number of equities research analysts have weighed in on the stock. Weiss Ratings raised shares of Shell from a “buy (b)” rating to a “buy (a-)” rating in a report on Thursday, October 8th. Zacks Research upgraded shares of Shell from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, October 6th. UBS Group set a $90.00 price objective on shares of Shell in a research note on Friday, September 25th. Wall Street Zen upgraded shares of Shell from a “buy” rating to a “strong-buy” rating in a report on Saturday, August 8th. Finally, Barclays reissued an “overweight” rating on shares of Shell in a research note on Monday, October 5th. Two research analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating and nine have given a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $106.63.
Check Out Our Latest Stock Analysis on SHEL
About Shell
Shell plc is a global energy company headquartered in London, England. Its operations span the energy value chain, including the exploration, production, processing, trading and marketing of oil and natural gas. The company is also a major participant in liquefied natural gas (LNG), refining, chemicals and energy-related products.
Shell sells fuels, lubricants and other petroleum products through branded retail and commercial businesses, while also providing services to industrial, marine and aviation customers.
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