Shell (NYSE:SHEL) Stock Rating Lowered by Wall Street Zen

Shell (NYSE:SHEL) was downgraded by equities researchers at Wall Street Zen from a “buy” rating to a “hold” rating in a research report issued to clients and investors on Sunday.

SHEL has been the topic of several other research reports. Bank of America lowered Shell from a “buy” rating to a “neutral” rating in a research note on Friday, December 5th. Wells Fargo & Company cut their price target on shares of Shell from $78.00 to $77.00 and set an “equal weight” rating on the stock in a research note on Friday, February 6th. Piper Sandler raised their price objective on shares of Shell from $89.00 to $106.00 and gave the company an “overweight” rating in a research note on Thursday, March 12th. Jefferies Financial Group reaffirmed a “buy” rating on shares of Shell in a research note on Thursday, January 8th. Finally, UBS Group lowered shares of Shell from a “buy” rating to a “neutral” rating in a report on Tuesday, November 25th. One investment analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and eleven have issued a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $84.05.

Shell Stock Performance

NYSE:SHEL opened at $90.41 on Friday. The stock has a market capitalization of $256.04 billion, a P/E ratio of 15.07, a PEG ratio of 1.96 and a beta of 0.14. The company has a debt-to-equity ratio of 0.38, a quick ratio of 1.03 and a current ratio of 1.30. Shell has a fifty-two week low of $58.54 and a fifty-two week high of $92.95. The company has a 50 day moving average price of $80.04 and a 200 day moving average price of $75.60.

Shell (NYSE:SHEL) last released its quarterly earnings results on Thursday, February 5th. The energy company reported $1.14 EPS for the quarter, missing analysts’ consensus estimates of $1.21 by ($0.07). Shell had a return on equity of 10.34% and a net margin of 6.52%.The firm had revenue of $64.09 billion for the quarter, compared to analyst estimates of $65.82 billion. Equities research analysts forecast that Shell will post 7.67 EPS for the current year.

Institutional Trading of Shell

A number of large investors have recently made changes to their positions in the company. Natixis Advisors LLC lifted its stake in Shell by 13.2% in the third quarter. Natixis Advisors LLC now owns 1,445,346 shares of the energy company’s stock worth $103,386,000 after acquiring an additional 167,983 shares during the last quarter. Great Lakes Advisors LLC raised its holdings in shares of Shell by 0.5% in the 3rd quarter. Great Lakes Advisors LLC now owns 596,972 shares of the energy company’s stock valued at $42,701,000 after purchasing an additional 3,084 shares in the last quarter. SG Americas Securities LLC lifted its position in shares of Shell by 187.5% during the 4th quarter. SG Americas Securities LLC now owns 316,216 shares of the energy company’s stock worth $23,236,000 after purchasing an additional 677,746 shares during the last quarter. Allied Investment Advisors LLC grew its stake in shares of Shell by 2.5% during the fourth quarter. Allied Investment Advisors LLC now owns 196,452 shares of the energy company’s stock worth $14,435,000 after purchasing an additional 4,720 shares in the last quarter. Finally, Captrust Financial Advisors increased its holdings in Shell by 30.4% in the fourth quarter. Captrust Financial Advisors now owns 180,630 shares of the energy company’s stock valued at $13,273,000 after buying an additional 42,129 shares during the last quarter. 28.60% of the stock is currently owned by hedge funds and other institutional investors.

More Shell News

Here are the key news stories impacting Shell this week:

• Positive Sentiment: Market rotation into energy and materials is accelerating as the bull market matures, which supports demand expectations and multiple expansion for large integrated energy names like Shell. What a Gold Miner and an Oil Trust Reveal About Today’s Market (SHEL)
• Positive Sentiment: Ongoing, active buyback program — Shell has been purchasing shares for cancellation (transactions reported on 19–20 Mar), which supports EPS and signals management confidence in capital returns. Transaction in Own Shares (20 Mar)
• Positive Sentiment: Crude and gas prices spiked after attacks on regional energy sites, boosting near-term revenue potential for producers and refiners. Higher commodity prices usually support Shell’s underlying cash flow. Oil Prices Soar Past $109 as Iranian Strikes Target Shell and Exxon Energy Sites
• Neutral Sentiment: Analyst views on Shell remain mixed but some longer-term research highlights Shell as a value play with steady cash returns; this supports buy-and-hold thesis but offers limited short-term directional signal. Why Shell (SHEL) is a Top Value Stock for the Long-Term
• Negative Sentiment: Major operational hit: Shell’s Pearl GTL (100% interest) sustained damage in missile strikes at Qatar’s Ras Laffan; one train is halted and full repair of train two could take around a year — this raises near- to medium-term output and cash-flow risk for GTL/LNG-related volumes. Shell says Pearl GTL facility’s train two in Qatar requires around a year for full repair
• Negative Sentiment: Environmental and regulatory risk: local opposition to a wastewater treatment plan in Monaca and reporting that a Shell cracker exceeded pollution permits (with no recent fines) raise compliance/ reputational concerns that can create project delays or remediation costs. Shell’s wastewater treatment plan raises environmental concerns in Monaca
• Negative Sentiment: Near-term sentiment pressure from a short-term rating downgrade / trading caution and recent earnings misses (most recent quarter missed EPS and revenue estimates), which can weigh on momentum even as fundamentals remain debated. Shell snaps six straight sessions of 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.