Natixis Advisors LLC Boosts Stock Position in Shell PLC Unsponsored ADR $SHEL

Key Points

• Natixis Advisors LLC increased its stake in Shell ADRs by 13.2%, adding 167,983 shares to own 1,445,346 shares valued at about $103,386,000 according to its SEC filing.
• Shell is executing share buybacks while expanding upstream and LNG exposure through Venezuela's Dragon gas agreements and a Kazakhstan exploration deal, actions that support long‑term cash flow and investor sentiment.
• Near‑term risks include a roughly $666–668M capital commitment to rescue Raízen and a recent arbitration ruling favoring Venture Global in an LNG dispute, both of which could pressure free cash flow and increase legal/commercial exposure.

Natixis Advisors LLC boosted its holdings in shares of Shell PLC Unsponsored ADR (NYSE:SHEL - Free Report) by 13.2% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,445,346 shares of the energy company's stock after purchasing an additional 167,983 shares during the quarter. Natixis Advisors LLC's holdings in Shell were worth $103,386,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. Steigerwald Gordon & Koch Inc. purchased a new stake in shares of Shell during the 3rd quarter valued at about $31,000. Grey Fox Wealth Advisors LLC purchased a new position in Shell in the third quarter worth about $34,000. Westside Investment Management Inc. increased its stake in Shell by 99.4% during the third quarter. Westside Investment Management Inc. now owns 694 shares of the energy company's stock worth $50,000 after acquiring an additional 346 shares during the last quarter. Twin Peaks Wealth Advisors LLC purchased a new stake in Shell during the second quarter valued at approximately $67,000. Finally, Heartwood Wealth Advisors LLC bought a new stake in shares of Shell in the 3rd quarter valued at approximately $75,000. 28.60% of the stock is owned by hedge funds and other institutional investors.

Key Shell News

Here are the key news stories impacting Shell this week:

• Positive Sentiment: Company-led share repurchases: Shell continued on- and off-market buybacks on March 5–6 as part of its program announced Feb. 5, cancelling several hundred thousand shares across LSE, Chi‑X, BATS and European venues (aggregate purchases reported each day at VWAPs in the low £/€30s). Buybacks support EPS and signal management confidence. Transaction in Own Shares (06 March 2026)
• Positive Sentiment: Venezuela gas/oil agreements: Shell signed multiple accords with Venezuela that advance the Dragon gas project and related partnerships, targeting first gas deliveries to Trinidad and boosting Atlantic LNG supply (first gas targeted by Q3 2027) — expands LNG/gas supply optionality and long‑term cashflow potential. Shell Secures Major Oil and Gas Agreements With Venezuela
• Positive Sentiment: Kazakhstan exploration deal: Shell signed a contract to explore the Zhanaturmys block in western Kazakhstan, adding upstream exploration optionality in a prolific basin — upside for reserves if exploration confirms recoverable volumes. Shell signs contract with Kazakhstan to explore Zhanaturmys oil and gas block
• Positive Sentiment: Analyst price target lift: Citi raised its price target on Shell to 2,950 GBp (from 2,700 GBp) while keeping a Neutral rating, citing geopolitical dynamics that can support near‑term commodity prices — analyst support can underpin investor sentiment. Citi Raises PT on Shell PLC (SHEL)
• Neutral Sentiment: PDMR share vesting disclosures: Several executives received shares from 2023 LTIP vesting; routine insider vesting/transactions disclosed under EU/UK rules — standard compensation reporting with limited direct price impact. Director/PDMR Shareholding
• Neutral Sentiment: Industry board moves at BP: Separately, BP announced board trimming and departures that include a former Shell CFO — industry governance news, not Shell-specific operationally. BP Chair Manifold trims board, former Shell CFO to exit
• Negative Sentiment: Large capital commitment to Raízen: Shell is committing roughly $666–668M to support Raízen after rescue talks with partners faltered — a meaningful near‑term cash outlay and increased JV exposure that could weigh on free cash flow and investor risk appetite. Shell Steps In to Rescue Raizen With Major Capital Commitment
• Negative Sentiment: Legal/commercial exposure: A court/arbitration outcome recently favored Venture Global in an LNG dispute with Shell, reinforcing potential contractual liabilities or settlements; this raises execution and legal-risk considerations around Shell’s LNG contracts. Venture Global Court Win And LNG Deals Shape Valuation And Dividend Outlook

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on the company. Jefferies Financial Group reissued a "buy" rating on shares of Shell in a research report on Thursday, January 8th. Royal Bank Of Canada lowered shares of Shell from an "outperform" rating to a "sector perform" rating in a research note on Monday, January 26th. Wall Street Zen downgraded shares of Shell from a "buy" rating to a "hold" rating in a research note on Saturday, December 20th. Bank of America lowered shares of Shell from a "buy" rating to a "neutral" rating in a report on Friday, December 5th. Finally, UBS Group downgraded shares of Shell from a "buy" rating to a "neutral" rating in a report on Tuesday, November 25th. One analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and eleven have issued a Hold rating to the company's stock. According to MarketBeat.com, the stock currently has a consensus rating of "Hold" and an average price target of $81.33.

Shell Stock Up 2.3%

Shares of Shell stock opened at $84.84 on Monday. The company has a debt-to-equity ratio of 0.38, a current ratio of 1.30 and a quick ratio of 1.03. The stock has a market cap of $241.25 billion, a price-to-earnings ratio of 14.14, a PEG ratio of 6.15 and a beta of 0.14. The firm's 50-day moving average is $76.78 and its two-hundred day moving average is $74.51. Shell PLC Unsponsored ADR has a 1 year low of $58.54 and a 1 year high of $85.16.

Shell (NYSE:SHEL - Get Free Report) last posted its quarterly earnings results on Thursday, February 5th. The energy company reported $0.57 EPS for the quarter, missing the consensus estimate of $1.21 by ($0.64). Shell had a net margin of 6.52% and a return on equity of 10.34%. The business had revenue of $64.09 billion during the quarter, compared to the consensus estimate of $65.82 billion. As a group, research analysts expect that Shell PLC Unsponsored ADR will post 7.67 earnings per share for the current fiscal year.

About Shell

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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