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Davidson Trust Co. Purchases Shares of 4,575 Shell PLC Unsponsored ADR (NYSE:SHEL)

Shell logo with Energy background

Davidson Trust Co. purchased a new stake in shares of Shell PLC Unsponsored ADR (NYSE:SHEL - Free Report) during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 4,575 shares of the energy company's stock, valued at approximately $335,000.

A number of other hedge funds have also modified their holdings of SHEL. Brighton Jones LLC raised its holdings in shares of Shell by 51.7% during the fourth quarter. Brighton Jones LLC now owns 7,463 shares of the energy company's stock worth $468,000 after acquiring an additional 2,545 shares in the last quarter. Bank of New York Mellon Corp raised its holdings in Shell by 13.0% during the fourth quarter. Bank of New York Mellon Corp now owns 590,728 shares of the energy company's stock valued at $37,009,000 after buying an additional 68,120 shares in the last quarter. SRS Capital Advisors Inc. raised its holdings in Shell by 23.4% during the fourth quarter. SRS Capital Advisors Inc. now owns 1,764 shares of the energy company's stock valued at $111,000 after buying an additional 335 shares in the last quarter. Charles Schwab Investment Management Inc. raised its holdings in Shell by 8.1% during the fourth quarter. Charles Schwab Investment Management Inc. now owns 199,856 shares of the energy company's stock valued at $12,521,000 after buying an additional 14,937 shares in the last quarter. Finally, Cookson Peirce & Co. Inc. bought a new position in Shell during the fourth quarter valued at about $774,000. 28.60% of the stock is owned by institutional investors and hedge funds.

Shell Stock Performance

SHEL stock traded down $0.89 during trading on Friday, reaching $71.40. 2,413,800 shares of the stock were exchanged, compared to its average volume of 4,449,074. Shell PLC Unsponsored ADR has a twelve month low of $58.55 and a twelve month high of $74.46. The company has a market capitalization of $212.28 billion, a P/E ratio of 16.45, a price-to-earnings-growth ratio of 1.83 and a beta of 0.40. The stock has a 50 day simple moving average of $68.26 and a 200-day simple moving average of $66.79. The company has a current ratio of 1.32, a quick ratio of 1.08 and a debt-to-equity ratio of 0.36.

Shell (NYSE:SHEL - Get Free Report) last issued its earnings results on Friday, May 2nd. The energy company reported $1.84 EPS for the quarter, topping the consensus estimate of $1.54 by $0.30. Shell had a return on equity of 11.71% and a net margin of 4.75%. The firm had revenue of $69.23 billion during the quarter, compared to analysts' expectations of $79.18 billion. During the same period last year, the business earned $2.40 earnings per share. As a group, sell-side analysts anticipate that Shell PLC Unsponsored ADR will post 7.67 earnings per share for the current year.

Shell Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, June 23rd. Investors of record on Friday, May 16th were given a $0.716 dividend. This represents a $2.86 annualized dividend and a yield of 4.01%. The ex-dividend date was Friday, May 16th. Shell's dividend payout ratio (DPR) is presently 65.90%.

Shell announced that its board has authorized a share repurchase plan on Friday, May 2nd that authorizes the company to buyback $3.50 billion in outstanding shares. This buyback authorization authorizes the energy company to purchase up to 1.8% of its shares through open market purchases. Shares buyback plans are typically a sign that the company's management believes its shares are undervalued.

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on the company. Royal Bank Of Canada restated an "outperform" rating on shares of Shell in a report on Wednesday, March 26th. TD Cowen cut their target price on Shell from $82.00 to $76.00 and set a "buy" rating on the stock in a report on Tuesday, April 8th. Sanford C. Bernstein lowered Shell from an "outperform" rating to a "market perform" rating in a report on Monday, June 16th. TD Securities reiterated a "buy" rating on shares of Shell in a research note on Friday, April 4th. Finally, Piper Sandler reiterated an "overweight" rating and issued a $83.00 price objective (up from $80.00) on shares of Shell in a research note on Wednesday. Two equities research analysts have rated the stock with a hold rating, ten have given a buy rating and two have given a strong buy rating to the company's stock. According to MarketBeat.com, the company has an average rating of "Buy" and an average target price of $78.54.

View Our Latest Stock Report on Shell

Shell Profile

(Free Report)

Shell plc operates as an energy and petrochemical company Europe, Asia, Oceania, Africa, the United States, and Rest of the Americas. The company operates through Integrated Gas, Upstream, Marketing, Chemicals and Products, and Renewables and Energy Solutions segments. It explores for and extracts crude oil, natural gas, and natural gas liquids; markets and transports oil and gas; produces gas-to-liquids fuels and other products; and operates upstream and midstream infrastructure to deliver gas to market.

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Institutional Ownership by Quarter for Shell (NYSE:SHEL)

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