FY2026 EPS Estimates for Shell Raised by Erste Group Bank

Shell PLC Unsponsored ADR (NYSE:SHEL) – Investment analysts at Erste Group Bank increased their FY2026 earnings estimates for shares of Shell in a note issued to investors on Thursday, April 2nd. Erste Group Bank analyst H. Engel now forecasts that the energy company will post earnings per share of $7.28 for the year, up from their previous estimate of $6.44. The consensus estimate for Shell’s current full-year earnings is $7.67 per share.

SHEL has been the subject of a number of other reports. Weiss Ratings upgraded shares of Shell from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, March 30th. Piper Sandler boosted their target price on shares of Shell from $89.00 to $106.00 and gave the company an “overweight” rating in a report on Thursday, March 12th. Wall Street Zen downgraded shares of Shell from a “buy” rating to a “hold” rating in a report on Sunday, March 22nd. Morgan Stanley downgraded shares of Shell from an “overweight” rating to an “equal weight” rating in a report on Tuesday, March 24th. Finally, Jefferies Financial Group reaffirmed a “buy” rating on shares of Shell in a research report on Thursday, January 8th. Two research analysts have rated the stock with a Strong Buy rating, four have given a Buy rating and eleven have issued a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $86.88.

Shell Stock Performance

Shares of NYSE SHEL opened at $91.13 on Thursday. The company has a market cap of $258.06 billion, a PE ratio of 15.19, a price-to-earnings-growth ratio of 0.74 and a beta of 0.10. Shell has a 12 month low of $58.97 and a 12 month high of $94.90. 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 company has a 50-day simple moving average of $85.17 and a 200-day simple moving average of $77.56.

Shell (NYSE:SHEL) last announced its quarterly earnings data on Friday, February 6th. The energy company reported $1.14 EPS for the quarter, missing the consensus estimate of $1.21 by ($0.07). The company had revenue of $64.09 billion during the quarter, compared to analyst estimates of $65.82 billion. Shell had a net margin of 6.52% and a return on equity of 10.34%.

Hedge Funds Weigh In On Shell

Several institutional investors have recently modified their holdings of the company. SG Americas Securities LLC grew its position in Shell by 187.5% in the 4th quarter. SG Americas Securities LLC now owns 316,216 shares of the energy company’s stock valued at $23,236,000 after buying an additional 677,746 shares in the last quarter. Natixis Advisors LLC boosted its position in shares of Shell by 13.2% during the 3rd quarter. Natixis Advisors LLC now owns 1,445,346 shares of the energy company’s stock valued at $103,386,000 after purchasing an additional 167,983 shares in the last quarter. Captrust Financial Advisors boosted its position in shares of Shell by 30.4% during the 4th quarter. Captrust Financial Advisors now owns 180,630 shares of the energy company’s stock valued at $13,273,000 after purchasing an additional 42,129 shares in the last quarter. Farther Finance Advisors LLC lifted its stake in Shell by 119.7% during the fourth quarter. Farther Finance Advisors LLC now owns 42,664 shares of the energy company’s stock valued at $3,135,000 after buying an additional 23,243 shares in the last quarter. Finally, Beese Fulmer Investment Management Inc. boosted its stake in Shell by 111.5% in the 4th quarter. Beese Fulmer Investment Management Inc. now owns 42,090 shares of the energy company’s stock worth $3,093,000 after purchasing an additional 22,187 shares during the period. Institutional investors own 28.60% of the company’s stock.

Shell News Summary

Here are the key news stories impacting Shell this week:

• Positive Sentiment: Large, ongoing buyback activity continues — Shell disclosed sizable on‑ and off‑market share purchases on April 8–9 as part of its February buyback programme, reducing share count and supporting EPS and shareholder returns. Transaction in Own Shares
• Positive Sentiment: Analyst upgrades and estimate lifts — Zacks moved SHEL to a #2 (Buy) rank and some brokers (Erste raised FY2026/FY2027 EPS forecasts; Wells Fargo lifted its price target) have nudged consensus expectations higher, a positive near‑term catalyst for sentiment. Shell upgraded to Buy
• Neutral Sentiment: Longer‑term production potential — Reuters reports Shell aims to start gas output from the cross‑border Loran‑Manatee field in 2027, which is material for future gas volumes but is a multi‑year catalyst rather than an immediate earnings driver. Loran‑Manatee field
• Negative Sentiment: Trimmed Q1 gas outlook due to Middle East disruptions — Shell lowered its integrated‑gas production outlook (lost Qatari volumes) and flagged potential liquidity pressure from the Iran conflict; weaker near‑term gas output directly pressures revenue for that high‑margin segment. Gas production outlook cut
• Negative Sentiment: Market reaction and commodity volatility — Shares fell recently as oil prices swung (a reported ceasefire and recovery in Strait of Hormuz flows briefly pressured crude), and headlines about weaker gas output prompted profit‑taking despite trading gains in Shell’s oil marketing operations. Stock sinks as market gains

Shell Company 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.