Shell PLC Unsponsored ADR $SHEL Stock: D.A. Davidson & CO. Grows Stake

D.A. Davidson & CO. lifted its position in shares of Shell PLC Unsponsored ADR (NYSE:SHEL) by 11.7% during the third quarter, Holdings Channel.com reports. The firm owned 168,701 shares of the energy company’s stock after purchasing an additional 17,737 shares during the period. D.A. Davidson & CO.’s holdings in Shell were worth $16,035,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of SHEL. Charles Schwab Trust Co grew its position in Shell by 3.3% in the 3rd quarter. Charles Schwab Trust Co now owns 3,148 shares of the energy company’s stock valued at $299,000 after purchasing an additional 100 shares during the period. Ferguson Wellman Capital Management Inc. increased its stake in Shell by 0.6% during the 3rd quarter. Ferguson Wellman Capital Management Inc. now owns 17,771 shares of the energy company’s stock valued at $1,689,000 after purchasing an additional 106 shares in the last quarter. CWA Asset Management Group LLC raised its holdings in Shell by 4.1% during the third quarter. CWA Asset Management Group LLC now owns 2,821 shares of the energy company’s stock worth $268,000 after buying an additional 110 shares during the last quarter. Vista Investment Partners LLC raised its holdings in Shell by 2.1% during the third quarter. Vista Investment Partners LLC now owns 5,651 shares of the energy company’s stock worth $537,000 after buying an additional 116 shares during the last quarter. Finally, Frank Rimerman Advisors LLC lifted its stake in shares of Shell by 0.6% in the third quarter. Frank Rimerman Advisors LLC now owns 21,404 shares of the energy company’s stock valued at $2,034,000 after buying an additional 123 shares in the last quarter. 28.60% of the stock is currently owned by institutional investors.

Trending Headlines about Shell

Here are the key news stories impacting Shell this week:

• Positive Sentiment: Profit nearly doubled year over year: Shell reported third-quarter adjusted earnings of approximately $10.8 billion, exceeding expectations, while adjusted EBITDA reached $22.7 billion. Strong operational performance and elevated energy-market disruption supported the results. Reuters article
• Positive Sentiment: Record refining margins drove the earnings beat: Refining and fuel-market spreads surged, helping offset lower realized oil and liquids prices compared with the second quarter. Shell also maximized diesel production amid a supply crunch, benefiting its downstream operations. CNBC article
• Positive Sentiment: Shareholder returns increased: Shell announced a fresh $5 billion share-buyback program, supported by stronger earnings and cash flow. The board also declared a third-quarter interim dividend of $0.3906 per ordinary share, reinforcing the company’s capital-return appeal. 247WallSt article
• Positive Sentiment: Results surpassed analyst expectations: Shell reported quarterly EPS of $3.86 versus the $3.60 consensus estimate, although revenue of $92.85 billion was slightly below the $93.25 billion forecast. Shell press release
• Neutral Sentiment: Shell announced the intended 2027 quarterly dividend timetable, with the next ADS ex-dividend date scheduled for February 19, 2027, and payment scheduled for March 30, 2027. Shell dividend timetable
• Negative Sentiment: The quarter benefited heavily from unusually high refining margins and geopolitical disruption. Analysts cautioned that refining profitability can normalize, while lower upstream commodity prices could limit the durability of current earnings. Motley Fool article

Analyst Ratings Changes

SHEL has been the subject of a number of analyst reports. TD Cowen lifted their price objective on shares of Shell from $107.00 to $115.00 and gave the company a “buy” rating in a report on Monday, September 28th. Barclays reissued an “overweight” rating on shares of Shell in a research report on Monday, October 5th. Wells Fargo & Company upped their target price on shares of Shell from $100.00 to $105.00 and gave the stock an “equal weight” rating in a report on Friday, July 31st. Mizuho set a $103.00 price target on shares of Shell in a research report on Monday, October 12th. Finally, Wall Street Zen upgraded Shell from a “buy” rating to a “strong-buy” rating in a research note on Saturday, August 8th. Two research analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating and nine have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $106.63.

Shell Stock Up 2.5%

Shares of NYSE:SHEL opened at $107.78 on Friday. The business’s 50 day moving average is $97.80 and its 200 day moving average is $87.99. Shell PLC Unsponsored ADR has a 12-month low of $68.63 and a 12-month high of $108.43. The stock has a market cap of $308.78 billion, a price-to-earnings ratio of 11.74, a PEG ratio of 0.86 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 (NYSE:SHEL) last released its quarterly earnings results on Thursday, October 29th. The energy company reported $3.86 EPS for the quarter, beating analysts’ consensus estimates of $3.54 by $0.32. Shell had a return on equity of 14.34% and a net margin of 8.55%. The business had revenue of $92.85 billion during the quarter, compared to analyst estimates of $93.25 billion. On average, sell-side analysts forecast that Shell PLC Unsponsored ADR will post 11.94 earnings per share for the current fiscal year.

Shell announced that its board has initiated a stock buyback program on Thursday, October 29th that permits the company to repurchase $5 billion in outstanding shares. This repurchase authorization permits the energy company to reacquire up to 1.7% of its stock through open market purchases. Stock repurchase programs are usually an indication that the company’s board believes its shares are undervalued.

Shell Company Profile

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.