Corient Private Wealth LP Sells 15,696 Shares of Shell PLC Unsponsored ADR $SHEL

Key Points

• Corient Private Wealth reduced its Shell position by 4.4%, selling 15,696 shares and retaining 341,233 shares valued at approximately $26.5 million. Institutional investors own 28.6% of Shell.
• Shell is reshaping its U.S. power portfolio by selling its Rhode Island State Energy Center interest to Constellation Energy for $715 million and acquiring Pennsylvania’s 169-megawatt Hunlock Creek facility.
• Shell’s latest quarterly results exceeded expectations, with EPS of $3.52 versus the $3.23 consensus and revenue of $94.66 billion versus $86.22 billion expected. Despite some bullish analyst ratings and a $107.46 average price target, the overall analyst consensus remains “Hold.”

Corient Private Wealth LP trimmed its position in shares of Shell PLC Unsponsored ADR (NYSE:SHEL - Free Report) by 4.4% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 341,233 shares of the energy company's stock after selling 15,696 shares during the period. Corient Private Wealth LP's holdings in Shell were worth $26,459,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Continuum Advisory LLC purchased a new stake in shares of Shell during the second quarter worth about $34,000. Zions Bancorporation National Association UT grew its holdings in 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 in the last quarter. Nalls Sherbakoff Group LLC purchased a new position in shares of Shell in the fourth quarter worth $36,000. Kilter Group LLC boosted its position in shares of Shell by 83.1% during the second quarter. Kilter Group LLC now owns 498 shares of the energy company's stock worth $39,000 after acquiring an additional 226 shares during the last quarter. Finally, Allied Private Wealth LLC bought a new stake in Shell in the 2nd quarter valued at $43,000. 28.60% of the stock is owned by institutional investors.

Shell News Summary

Here are the key news stories impacting Shell this week:

• Positive Sentiment: U.S. power portfolio reshuffle: Shell agreed to sell its interest in the Rhode Island State Energy Center (RISEC) to Constellation Energy for $715 million while acquiring the 169-megawatt Hunlock Creek facility in Pennsylvania. The transactions are intended to unlock value, improve Shell’s PJM market exposure and sharpen its U.S. power portfolio. Shell sells its interest in RISEC to Constellation, acquires Hunlock Creek
• Positive Sentiment: Analysts raise profit forecasts: Erste Group Bank maintained a “Buy” rating and increased its Shell EPS estimates to $11.20 for fiscal 2026 and $9.46 for fiscal 2027. The 2026 forecast is above the broader consensus estimate of $10.84, providing a favorable earnings-growth signal. Shell analyst earnings estimates
• Positive Sentiment: Higher European natural-gas prices: European gas prices have reached a four-year high, potentially benefiting Shell’s integrated gas, LNG and trading operations and supporting investor interest in energy stocks. European Natural Gas Surges to 4-Year High
• Neutral Sentiment: Shell Pilipinas renewed a fuel-supply agreement with Yanson Group for the second half of 2026, while Shell also announced arrangements involving Angola offshore blocks, battery technology testing with FAW Trucks and full ownership of Tri Star with 320 additional sites. These developments support Shell’s longer-term commercial and upstream presence, but their near-term earnings impact is unclear.
• Neutral Sentiment: The RISEC sale produces immediate cash proceeds, but selling a gas-fired power asset also removes its future earnings and cash flow. The financial effect will depend on the purchase price adjustment, Hunlock Creek’s profitability and Shell’s use of the proceeds.

Wall Street Analysts Forecast Growth

SHEL has been the subject of a number of research analyst reports. Erste Group Bank upgraded Shell from a "hold" rating to a "buy" rating in a research report on Thursday, August 27th. TD Cowen restated a "buy" rating on shares of Shell in a report on Thursday, July 2nd. Piper Sandler increased their target price on Shell from $89.00 to $100.00 and gave the company a "neutral" rating in a research report on Thursday, September 3rd. Mizuho initiated coverage on shares of Shell in a research report on Monday, July 20th. They issued a "neutral" rating and a $98.00 price target on the stock. Finally, Morgan Stanley set a $101.30 price objective on shares of Shell and gave the stock an "overweight" rating in a research note on Thursday, September 3rd. Seven analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of "Hold" and an average target price of $107.46.

Shell Stock Down 0.0%

Shares of SHEL opened at $96.74 on Monday. 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 business has a fifty day moving average of $89.44 and a 200 day moving average of $87.44. The company has a market cap of $271.20 billion, a PE ratio of 10.68, a P/E/G ratio of 0.83 and a beta of 0.05. Shell PLC Unsponsored ADR has a 52-week low of $68.63 and a 52-week high of $96.99.

Shell (NYSE:SHEL - Get Free Report) last announced its earnings results on Friday, July 31st. The energy company reported $3.52 earnings per share for the quarter, beating the consensus estimate of $3.23 by $0.29. Shell had a net margin of 8.55% and a return on equity of 14.34%. The business had revenue of $94.66 billion for the quarter, compared to the consensus estimate of $86.22 billion. On average, sell-side analysts expect that Shell PLC Unsponsored ADR will post 10.84 EPS for the current year.

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.

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