Integrated Investment Consultants LLC Has $1.44 Million Stock Position in Shell PLC Unsponsored ADR $SHEL

Key Points

• Integrated Investment Consultants LLC boosted its Shell stake by 489.8% in the fourth quarter, ending with 19,569 shares valued at about $1.44 million.
• Shell’s recent operating backdrop looks mixed-to-positive: the company reported Q1 EPS of $2.44, beating estimates, and news reports said high fuel prices helped lift earnings. Shell was also highlighted in screeners as a top-ranked value stock.
• Despite those positives, analyst sentiment remains cautious overall, with Shell carrying a consensus “Hold” rating and an average price target of $97.33.

Integrated Investment Consultants LLC raised its holdings in Shell PLC Unsponsored ADR (NYSE:SHEL - Free Report) by 489.8% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 19,569 shares of the energy company's stock after buying an additional 16,251 shares during the quarter. Integrated Investment Consultants LLC's holdings in Shell were worth $1,438,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Brighton Jones LLC grew its holdings in shares of Shell by 51.7% during the 4th quarter. Brighton Jones LLC now owns 7,463 shares of the energy company's stock worth $468,000 after purchasing an additional 2,545 shares in the last quarter. AQR Capital Management LLC grew its holdings in shares of Shell by 70.1% during the 1st quarter. AQR Capital Management LLC now owns 32,564 shares of the energy company's stock worth $2,386,000 after purchasing an additional 13,419 shares in the last quarter. IHT Wealth Management LLC grew its holdings in shares of Shell by 31.6% during the 2nd quarter. IHT Wealth Management LLC now owns 11,900 shares of the energy company's stock worth $838,000 after purchasing an additional 2,857 shares in the last quarter. Captrust Financial Advisors grew its holdings in shares of Shell by 5.5% during the 2nd quarter. Captrust Financial Advisors now owns 137,086 shares of the energy company's stock worth $9,652,000 after purchasing an additional 7,179 shares in the last quarter. Finally, Nations Financial Group Inc. IA ADV grew its holdings in shares of Shell by 6.1% during the 3rd quarter. Nations Financial Group Inc. IA ADV now owns 3,165 shares of the energy company's stock worth $226,000 after purchasing an additional 182 shares in the last quarter. Institutional investors and hedge funds own 28.60% of the company's stock.

Key Stories Impacting Shell

Here are the key news stories impacting Shell this week:

• Positive Sentiment: Shell was highlighted in multiple screeners as a top-ranked value stock and one of the 5 high-efficiency stocks to buy now, suggesting investors view it as fundamentally strong on value, asset use, and operating margin metrics. 5 High-Efficiency Stocks to Buy Now: HCSG, ELMD, UMBF, SHEL, MTSI
• Positive Sentiment: Reports that high fuel prices lifted Shell’s Q1 earnings support the case for stronger near-term profitability in the company’s core oil and gas business. High fuel prices lift Shell earnings in Q1
• Neutral Sentiment: Shell continues to reshape its portfolio, including possible asset sales in renewables and retail fuel stations, which may improve capital allocation but also signals ongoing strategic changes. Shell Reshapes Renewables And Retail Portfolio What It Means For Investors
• Neutral Sentiment: Shell published a new debt prospectus and its 2025 payments-to-governments report, both of which are routine disclosures rather than clear stock catalysts. Publication of Prospectus Shell plc - Report on Payments to Governments for the year 2025
• Negative Sentiment: A broker summary showed Shell with an average “Hold” rating, indicating analysts are not broadly calling for aggressive upside at current levels. Shell PLC Unsponsored ADR NYSE: SHEL Given Average Rating of "Hold" by Brokerages

Shell Price Performance

Shell stock opened at $85.35 on Monday. The company has a debt-to-equity ratio of 0.38, a current ratio of 1.27 and a quick ratio of 0.97. The company has a market capitalization of $239.27 billion, a PE ratio of 13.29, a price-to-earnings-growth ratio of 0.45 and a beta of 0.08. Shell PLC Unsponsored ADR has a one year low of $65.38 and a one year high of $94.90. The business has a 50 day simple moving average of $89.35 and a 200 day simple moving average of $80.18.

Shell (NYSE:SHEL - Get Free Report) last posted its earnings results on Friday, May 8th. The energy company reported $2.44 EPS for the quarter, topping the consensus estimate of $2.14 by $0.30. The business had revenue of $69.69 billion during the quarter, compared to the consensus estimate of $77.54 billion. Shell had a return on equity of 11.18% and a net margin of 6.85%. On average, sell-side analysts forecast that Shell PLC Unsponsored ADR will post 10.28 EPS for the current fiscal year.

Analyst Ratings Changes

Several analysts have recently weighed in on SHEL shares. Wells Fargo & Company lifted their price objective on Shell from $77.00 to $94.00 and gave the stock an "equal weight" rating in a report on Thursday, April 9th. Zacks Research raised Shell from a "hold" rating to a "strong-buy" rating in a report on Monday, April 13th. BNP Paribas Exane set a $101.00 price objective on Shell and gave the stock a "neutral" rating in a report on Friday, April 17th. Royal Bank Of Canada downgraded Shell from an "outperform" rating to a "sector perform" rating in a research report on Monday, January 26th. Finally, Piper Sandler raised their target price on Shell from $89.00 to $106.00 and gave the stock an "overweight" rating in a research report on Thursday, March 12th. One investment analyst has rated the stock with a Strong Buy rating, four have given a Buy rating and fifteen have assigned a Hold rating to the company. According to data from MarketBeat.com, Shell currently has a consensus rating of "Hold" and an average price target of $97.33.

Shell Profile

Shell plc NYSE: SHEL is a global integrated energy company that operates across the full oil and gas value chain as well as in developing lower-carbon energy solutions. The company traces its roots to the early 20th century merger of Royal Dutch Petroleum and Shell Transport and Trading, and today it is organized to explore for and produce hydrocarbons, process and refine them, manufacture petrochemicals, and market fuel, lubricants and related products under the Shell brand around the world.

Shell's principal activities include upstream exploration and production of oil and natural gas, integrated gas operations including liquefied natural gas (LNG), and downstream refining, supply and marketing.

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