FY2027 EPS Estimates for Shell Lifted by Erste Group Bank

Shell PLC Unsponsored ADR (NYSE:SHEL) – Analysts at Erste Group Bank boosted their FY2027 earnings estimates for Shell in a research note issued to investors on Thursday, April 2nd. Erste Group Bank analyst H. Engel now forecasts that the energy company will post earnings of $7.98 per share for the year, up from their previous estimate of $7.62. The consensus estimate for Shell’s current full-year earnings is $7.67 per share.

Several other research firms also recently weighed in on SHEL. Morgan Stanley downgraded shares of Shell from an “overweight” rating to an “equal weight” rating in a research note on Tuesday, March 24th. Jefferies Financial Group reissued a “buy” rating on shares of Shell in a research note on Thursday, January 8th. Piper Sandler boosted their price objective on shares of Shell from $89.00 to $106.00 and gave the stock an “overweight” rating in a research note on Thursday, March 12th. Wells Fargo & Company reduced their price objective on shares of Shell from $78.00 to $77.00 and set an “equal weight” rating for the company in a research note on Friday, February 6th. Finally, Scotiabank raised shares of Shell to a “strong-buy” rating in a research note on Friday, March 27th. Two investment analysts have rated the stock with a Strong Buy rating, four have issued a Buy rating and eleven have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $84.05.

Shell Stock Performance

Shell stock opened at $92.04 on Wednesday. The company has a 50 day moving average price of $84.90 and a 200-day moving average price of $77.47. 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 $94.90. The company has a market capitalization of $260.65 billion, a PE ratio of 15.34, a P/E/G ratio of 0.83 and a beta of 0.10.

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

Hedge Funds Weigh In On Shell

Institutional investors and hedge funds have recently bought and sold shares of the company. Kohmann Bosshard Financial Services LLC purchased a new position in Shell in the fourth quarter worth $26,000. Steigerwald Gordon & Koch Inc. purchased a new position in Shell in the third quarter worth $31,000. Grey Fox Wealth Advisors LLC purchased a new position in Shell in the third quarter worth $34,000. Zions Bancorporation National Association UT grew its holdings in Shell by 186.7% in the fourth quarter. Zions Bancorporation National Association UT now owns 473 shares of the energy company’s stock worth $35,000 after purchasing an additional 308 shares during the last quarter. Finally, Nalls Sherbakoff Group LLC purchased a new position in Shell in the fourth quarter worth $36,000. 28.60% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Shell

Here are the key news stories impacting Shell this week:

• Positive Sentiment: Company is actively buying back shares (on‑ and off‑market purchases across European venues this week), which supports EPS and shareholder returns. Transaction in Own Shares (08 April 2026) Transaction in Own Shares (07 April 2026)
• Positive Sentiment: Trading operations benefiting from Middle East volatility — Shell says oil trading results should be materially higher, boosting near‑term cash generation even as production is disrupted. Shell Prints Cash From Chaos
• Positive Sentiment: Analyst upgrade: Erste raised FY2027 EPS estimates for Shell, which supports forward earnings expectations and valuation. (Research note issued April 2 — upgrade reflected in recent analyst coverage.)
• Neutral Sentiment: Insider/PDMR activity: certain executives acquired dividend shares following the interim dividend — signals ongoing executive ownership but not a major immediate driver. Director/PDMR Shareholding
• Neutral Sentiment: Media coverage about “Jeff Shell” leaving Paramount is unrelated to Shell plc (the energy company); this is a namesake news item that may cause confusion but has no operational impact on SHEL. Jeff Shell leaves Paramount
• Negative Sentiment: Shell cut its Q1 integrated gas production outlook after disruptions tied to the Middle East conflict (lost Qatari volumes), directly pressuring near‑term volumes and revenues in the gas segment. Shell cuts gas production outlook, citing Middle East conflict
• Negative Sentiment: Oil price swings: after initial spikes from the Iran/US‑Israel conflict, reports of a ceasefire and signs Strait of Hormuz traffic could resume have pushed crude lower — weighing on energy stocks including Shell today. BP, Shell and Centrica drop with crude in wake of new Iran ‘ceasefire’

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.