FY2026 EPS Estimates for Shell Lifted by Erste Group Bank

Shell PLC Unsponsored ADR (NYSE:SHEL) – Investment analysts at Erste Group Bank lifted their FY2026 earnings per share (EPS) estimates for shares of Shell in a note issued to investors on Friday, September 18th. Erste Group Bank analyst H. Engel now expects that the energy company will post earnings of $11.36 per share for the year, up from their previous forecast of $11.20. Erste Group Bank has a “Buy” rating on the stock. The consensus estimate for Shell’s current full-year earnings is $10.89 per share. Erste Group Bank also issued estimates for Shell’s FY2027 earnings at $9.60 EPS.

Shell (NYSE:SHEL) last announced its quarterly earnings data on Friday, July 31st. The energy company reported $3.52 earnings per share (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 analysts’ expectations of $86.22 billion.

Other equities research analysts have also issued reports about the stock. Weiss Ratings upgraded shares of Shell from a “buy (b-)” rating to a “buy (b)” rating in a report on Tuesday, July 28th. Mizuho assumed coverage on shares of Shell in a research note on Monday, July 20th. They set a “neutral” rating and a $98.00 target price for the company. Morgan Stanley set a $101.30 price target on Shell and gave the company an “overweight” rating in a research note on Thursday, September 3rd. Piper Sandler upped their price objective on Shell from $89.00 to $100.00 and gave the stock a “neutral” rating in a research report on Thursday, September 3rd. Finally, Wells Fargo & Company raised their target price on Shell from $100.00 to $105.00 and gave the stock an “equal weight” rating in a research report on Friday, July 31st. Seven equities research analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $107.46.

Shell Stock Up 1.6%

Shares of NYSE:SHEL opened at $95.45 on Tuesday. Shell has a fifty-two week low of $68.63 and a fifty-two week high of $99.15. The firm’s 50 day moving average price is $91.54 and its 200 day moving average price is $88.18. The company has a quick ratio of 1.12, a current ratio of 1.43 and a debt-to-equity ratio of 0.36. The stock has a market cap of $267.59 billion, a price-to-earnings ratio of 10.54, a price-to-earnings-growth ratio of 0.80 and a beta of 0.05.

Institutional Trading of Shell

A number of large investors have recently made changes to their positions in SHEL. QRG Capital Management Inc. raised its holdings in shares of Shell by 10.5% in the second quarter. QRG Capital Management Inc. now owns 222,107 shares of the energy company’s stock valued at $17,222,000 after buying an additional 21,059 shares during the last quarter. Envestnet Portfolio Solutions Inc. increased its holdings in shares of Shell by 10.1% in the second quarter. Envestnet Portfolio Solutions Inc. now owns 10,213 shares of the energy company’s stock valued at $792,000 after purchasing an additional 941 shares during the period. Envestnet Asset Management Inc. raised its stake in shares of Shell by 7.9% during the second quarter. Envestnet Asset Management Inc. now owns 2,352,694 shares of the energy company’s stock worth $182,425,000 after purchasing an additional 171,873 shares during the last quarter. Palogic Value Management L.P. grew its position in Shell by 31.4% in the 2nd quarter. Palogic Value Management L.P. now owns 54,698 shares of the energy company’s stock valued at $4,241,000 after buying an additional 13,080 shares during the last quarter. Finally, WINTON GROUP Ltd acquired a new position in Shell in the 2nd quarter valued at $295,000. 28.60% of the stock is owned by institutional investors and hedge funds.

About Shell

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.