Jones Financial Companies Lllp increased its holdings in Shell PLC Unsponsored ADR (NYSE:SHEL - Free Report) by 5.2% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 776,654 shares of the energy company's stock after purchasing an additional 38,212 shares during the period. Jones Financial Companies Lllp's holdings in Shell were worth $59,445,000 as of its most recent SEC filing.
Several other institutional investors and hedge funds also recently added to or reduced their stakes in SHEL. Fiduciary Financial Advisors purchased a new position in shares of Shell in the 2nd quarter worth about $94,000. Twin Peaks Wealth Advisors LLC raised its position in Shell by 50.7% in the second quarter. Twin Peaks Wealth Advisors LLC now owns 2,836 shares of the energy company's stock valued at $220,000 after purchasing an additional 954 shares during the period. Cullen Capital Management LLC lifted its stake in shares of Shell by 50.0% during the second quarter. Cullen Capital Management LLC now owns 448,464 shares of the energy company's stock worth $34,774,000 after purchasing an additional 149,430 shares in the last quarter. Cibc World Market Inc. boosted its position in shares of Shell by 66.3% in the second quarter. Cibc World Market Inc. now owns 586,039 shares of the energy company's stock worth $45,441,000 after buying an additional 233,634 shares during the period. Finally, Bank of Nova Scotia grew its stake in shares of Shell by 493.0% in the second quarter. Bank of Nova Scotia now owns 17,790 shares of the energy company's stock valued at $1,379,000 after buying an additional 14,790 shares in the last quarter. 28.60% of the stock is currently owned by institutional investors and hedge funds.
Analyst Upgrades and Downgrades
SHEL has been the subject of several analyst reports. Zacks Research downgraded shares of Shell from a "strong-buy" rating to a "hold" rating in a research note on Monday, May 25th. Wall Street Zen raised shares of Shell from a "buy" rating to a "strong-buy" rating in a research report on Saturday, August 8th. Erste Group Bank reissued a "hold" rating on shares of Shell in a report on Tuesday, May 5th. Piper Sandler upped their price objective on Shell from $88.00 to $89.00 and gave the company a "neutral" rating in a research note on Monday, August 3rd. Finally, Mizuho initiated coverage on Shell in a research report on Monday, July 20th. They issued a "neutral" rating and a $98.00 target price for the company. Five research analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of "Hold" and an average target price of $106.77.
View Our Latest Report on Shell
Shell News Roundup
Here are the key news stories impacting Shell this week:
- Positive Sentiment: Shell’s U.S. chemical assets have attracted interest from Exxon Mobil and LyondellBasell. The portfolio could be valued at as much as $8 billion, potentially giving Shell significant cash to reduce debt, return capital to shareholders, or invest in higher-return energy businesses. The report reflects continued progress in Shell’s effort to simplify its portfolio and exit less strategic operations. Shell draws interest from bidders including Exxon for $8 billion US chemical assets
- Positive Sentiment: Shell has placed its longtime U.S. headquarters in Houston on the market for approximately $325 million as it reduces its Houston footprint. While the sale highlights ongoing cost and asset rationalization, proceeds could support Shell’s capital-allocation priorities and the move may lower future overhead. Shell puts longtime U.S. headquarters on the market for $325 million
- Neutral Sentiment: A Zacks analysis identifies Shell as a highly ranked value stock, supporting the case for investors focused on valuation, momentum and income. The assessment is research-based rather than a new company announcement, so its direct near-term effect may be limited. Shell is a Top-Ranked Value Stock
- Negative Sentiment: A separate Zacks comparison favors Chevron over Shell, citing stronger expected 2026 earnings growth, production momentum and greater exposure to Guyana. That relative assessment could weigh on Shell among investors seeking faster growth, despite Shell’s asset-sale potential and value appeal. Chevron vs. Shell: Which Energy Major Offers a Better Bet?
Shell Price Performance
Shares of NYSE SHEL opened at $93.04 on Tuesday. The company has a current ratio of 1.43, a quick ratio of 1.12 and a debt-to-equity ratio of 0.36. The company has a market capitalization of $260.83 billion, a price-to-earnings ratio of 10.27, a PEG ratio of 0.61 and a beta of 0.05. Shell PLC Unsponsored ADR has a twelve month low of $68.63 and a twelve month high of $94.90. The firm has a 50-day moving average of $85.30 and a two-hundred day moving average of $85.99.
Shell (NYSE:SHEL - Get Free Report) last released its earnings results on Friday, July 31st. The energy company reported $3.52 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $3.23 by $0.29. The company had revenue of $94.66 billion during the quarter, compared to analyst estimates of $86.22 billion. Shell had a return on equity of 14.34% and a net margin of 8.55%. As a group, analysts expect that Shell PLC Unsponsored ADR will post 10.36 earnings per share for the current fiscal year.
About Shell
(
Free Report)
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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Want to see what other hedge funds are holding SHEL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Shell PLC Unsponsored ADR (NYSE:SHEL - Free Report).
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.
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