Overview
Shell plc, headquartered in the United Kingdom, is a global powerhouse in the energy and petrochemical industry. Distinguished for its integrated operations across the oil and gas value chain, Shell is pivotal in both upstream exploration and production, as well as downstream refining and marketing. The company also champions renewable energy projects, highlighting its strategic pivot towards sustainability. Significant projects include the Prelude FLNG in Australia, one of the world's largest floating liquefied natural gas platforms, and its substantial investments in wind energy, such as the Borssele wind farm in the Netherlands. Shell's focus leans towards innovation in transitioning to low-carbon energy alternatives, underscoring its commitment to addressing environmental impacts while securing energy supplies globally.
Basic Stats
The share price of Shell plc - Depositary Receipt (Common Stock) as of September 5, 2025 is $71.60 / share. This is a decrease of -3.09% from the prior week.
The Factor Analysis chart (below right) shows a view of Shell plc - Depositary Receipt (Common Stock) from a variety of lenses. Each factor shows how well the company ranks against all other companies in the Fintel global investing universe. Factor scores range from zero to 100, with 100 being most desirable, and 50 being average.
For example, a company with a Value Score of 100 would be the most undervalued company in our database. A company with a Value Score of zero would be the most overvalued.
| Market Cap | |
| EV | |
| Shares Out. | 5,912.34 MM |
| Earnings Date | |
| EPS (TTM) | 2.30 |
| Dividend Yield | 7.85 % |
| Ex-Dividend Date | 2025-08-15 |
| Borrow Rate | 0.36 |
| Short Shares Avail. | 3.20 MM |
| Short Interest | 9.64 MM |
| Short Float | |
| Days to Cover | 2.60 days |
| Risk Free Rate | 4.17 % |
| Price Change (1 yr) | 5.11 % |
| Volatility (1 yr) | 0.23 |
| Beta | 0.37 |
| Sharpe Ratio (1 yr) | 0.04 |
| Sortino Ratio (1 yr) | 0.06 |
| PE Ratio | |
| Price/Book | |
| Price/TBV | |
| Book/Market | |
| EBIT/EV | |
| EBIT(3yr avg)/EV | |
| ROA | 0.03 |
| ROE | 0.07 |
| ROIC | 0.05 |
| CROIC | -0.02 |
| OCROIC | 0.19 |
| Implied Volatility | 18.41 % |
| Put/Call OI Ratio | 0.50 |
Factor Scores range from 0 to 100, with 100 being most desirable. Larger circles are better. In situations where we have no data (e.g. no insider trades), we plot the score at 50 to avoid penalizing companies. However, a company that does not pay dividends will get a Dividend Score of Zero. Additionally, we inverted volatility to create a "stability" metric which is better when higher.
Price Target
The average one-year price target for Shell plc - Depositary Receipt (Common Stock) is $87.93. The forecasts range from a low of $72.37 to a high of $163.71. A stock’s price target is the price at which analysts consider it fairly valued with respect to its projected earnings and historical earnings. Analysts typically set price targets that correspond to their buy or sell recommendations.
Update Frequency: Monthly
Stock Upgrades/Downgrades
This card shows analyst upgrades/downgrades for Shell plc - Depositary Receipt (Common Stock). An analyst rating is a classification that gives investors a sense of analyst sentiment about the direction and performance of an equity - usually a stock - over a period of time, typically 12 months.
The standard analyst ratings are generally as follows:
- Buy/Overweight/Outperform - Any of these ratings conveys an analyst’s belief that the stock is likely to outperform a market index (e.g. the S&P 500).
- Hold/Equal-Weight/Market Perform - Any of these ratings conveys an analyst’s belief that the stock is likely to perform in line with a market index.
- Sell/Underweight/Underperform - Any of these ratings suggest that an analyst believes the stock is likely to underperform a market index.
When an analyst upgrades a stock, they are signaling that the company’s fundamentals are being undervalued by investors. It could also mean they believe the market is underestimating the company’s potential. The opposite is true when a stock receives a downgrade.
The average rating of each individual analyst’s rating is the consensus rating for a stock. This gives investors a broader sense of the overall sentiment for that stock.
| Date | Analyst | Prior | Latest Recommendation |
Action |
|---|---|---|---|---|
| 2024-07-12 | JP Morgan Cazenove | Overweight | Reiterate | |
| 2024-07-09 | Berenberg Bank | Buy | Reiterate | |
| 2024-07-03 | JP Morgan Cazenove | Overweight | Reiterate | |
| 2024-05-03 | Barclays | Overweight | Reiterate | |
| 2024-05-03 | RBC Capital Markets | Outperform | Reiterate | |
| 2024-04-22 | Bank of America | Buy | Reiterate | |
| 2024-04-08 | Barclays | Overweight | Reiterate | |
| 2024-04-08 | RBC Capital Markets | Outperform | Reiterate | |
| 2024-02-20 | JP Morgan Cazenove | Overweight | Reiterate | |
| 2023-11-17 | JP Morgan Cazenove | Overweight | Reiterate | |
| 2023-07-24 | Berenberg Bank | Buy | Reiterate | |
| 2023-07-10 | Barclays | Overweight | Reiterate | |
| 2023-07-10 | Deutsche | Buy | Reiterate | |
| 2023-06-15 | Barclays | Overweight | Reiterate | |
| 2023-06-08 | JP Morgan Cazenove | Overweight | Reiterate | |
| 2023-05-17 | Jefferies | Buy | Reiterate | |
| 2023-05-09 | JP Morgan Cazenove | Overweight | Reiterate | |
| 2023-05-05 | Berenberg Bank | Buy | Reiterate | |
| 2023-04-11 | Barclays | Overweight | Reiterate | |
| 2023-02-07 | Jefferies | Buy | Reiterate | |
| 2023-02-07 | Credit Suisse | Top Pick | Reiterate | |
| 2023-01-31 | Barclays | Overweight | Reiterate | |
| 2023-01-19 | RBC Capital Markets | Outperform | Reiterate | |
| 2023-01-17 | Bank of America | Top Pick | Reiterate | |
| 2022-12-07 | Deutsche | Buy | Reiterate | |
| 2022-10-31 | Berenberg Bank | Buy | Reiterate | |
| 2022-10-28 | Deutsche | Buy | Reiterate | |
| 2022-10-28 | Barclays | Overweight | Reiterate | |
| 2022-10-13 | JP Morgan Cazenove | Overweight | Reiterate | |
| 2022-10-07 | RBC Capital Markets | Outperform | Reiterate | |
| 2022-10-06 | Barclays | Overweight | Reiterate | |
| 2022-08-24 | Barclays | Overweight | Reiterate | |
| 2022-08-11 | Barclays | Overweight | Reiterate | |
| 2022-07-15 | JP Morgan Cazenove | Overweight | Reiterate | |
| 2022-07-13 | RBC Capital Markets | Outperform | Reiterate | |
| 2022-07-08 | Citigroup | Neutral | Reiterate | |
| 2022-07-06 | Deutsche | Buy | Reiterate | |
| 2022-07-05 | Barclays | Overweight | Reiterate | |
| 2022-06-10 | Berenberg Bank | Buy | Reiterate | |
| 2022-05-26 | JP Morgan Cazenove | Overweight | Reiterate | |
| 2022-05-26 | RBC Capital Markets | Outperform | Reiterate | |
| 2022-05-11 | Berenberg Bank | Buy | Reiterate | |
| 2022-05-11 | RBC Capital Markets | Outperform | Reiterate | |
| 2022-05-11 | Morgan Stanley | Overweight | Reiterate | |
| 2022-05-06 | Deutsche | Buy | Reiterate | |
| 2022-05-06 | Citigroup | Neutral | Reiterate | |
| 2022-05-05 | Barclays | Overweight | Reiterate | |
| 2022-05-03 | RBC Capital Markets | Outperform | Reiterate | |
| 2022-04-20 | JP Morgan Cazenove | Overweight | Reiterate | |
| 2022-04-19 | Berenberg Bank | Buy | Reiterate | |
| 2022-04-11 | Morgan Stanley | Overweight | Reiterate | |
| 2022-04-07 | RBC Capital Markets | Outperform | Reiterate | |
| 2022-04-06 | Barclays | Overweight | Reiterate | |
| 2022-03-30 | JP Morgan Cazenove | Overweight | Reiterate | |
| 2022-03-23 | Deutsche | Buy | Reiterate | |
| 2022-03-17 | Barclays | Overweight | Reiterate | |
| 2022-03-10 | JP Morgan Cazenove | Overweight | Reiterate | |
| 2022-03-08 | Barclays | Overweight | Reiterate | |
| 2022-03-01 | Berenberg Bank | Buy | Reiterate | |
| 2022-02-21 | Barclays | Overweight | Reiterate | |
| 2022-02-21 | Barclays | Reiteration | Reiterate | |
| 2022-02-11 | Morgan Stanley | Reiteration | Reiterate | |
| 2022-02-04 | RBC Capital Markets | Reiteration | Reiterate | |
| 2022-02-04 | Deutsche | Reiteration | Reiterate | |
| 2022-02-04 | JP Morgan Cazenove | Reiteration | Reiterate | |
| 2022-02-03 | Barclays | Reiteration | Reiterate | |
| 2022-01-31 | Berenberg Bank | Reiteration | Reiterate | |
| 2024-12-16 | Jefferies | Buy | Reiterate | |
| 2024-09-24 | JP Morgan Cazenove | Overweight | Reiterate | |
| 2025-03-19 | TD Securities | Buy | Buy | Maintains |
| 2025-05-13 | Piper Sandler | Overweight | Overweight | Maintains |
| 2024-09-03 | JP Morgan Cazenove | Overweight | Reiterate | |
| 2025-01-14 | JP Morgan Cazenove | Overweight | Reiterate | |
| 2024-09-04 | Bank of America | Buy | Reiterate | |
| 2025-01-31 | Wells Fargo | Overweight | Overweight | Maintains |
| 2025-04-08 | Wells Fargo | Overweight | Overweight | Maintains |
| 2025-01-10 | Wells Fargo | Overweight | Overweight | Maintains |
| 2024-12-19 | Piper Sandler | Overweight | Overweight | Maintains |
| 2024-12-09 | Wells Fargo | Overweight | Overweight | Maintains |
| 2025-01-03 | Wolfe Research | Peer Perform | Outperform | Upgrade |
| 2025-02-19 | Berenberg Bank | Buy | Reiterate | |
| 2025-01-07 | Morgan Stanley | Equal-Weight | Overweight | Upgrade |
| 2025-04-11 | Scotiabank | Sector Outperform | Sector Outperform | Maintains |
| 2025-04-08 | TD Cowen | Buy | Buy | Maintains |
| 2025-07-07 | Berenberg Bank | Buy | Reiterate | |
| 2025-07-02 | Piper Sandler | Overweight | Overweight | Maintains |
| 2025-03-26 | Wells Fargo | Overweight | Overweight | Maintains |
| 2025-06-26 | Wells Fargo | Overweight | Overweight | Maintains |
| 2025-08-01 | RBC Capital Markets | Outperform | Reiterate | |
| 2025-08-01 | Citigroup | Neutral | Reiterate | |
| 2025-08-01 | JP Morgan Cazenove | Overweight | Reiterate | |
| 2025-05-05 | Wells Fargo | Overweight | Overweight | Maintains |
| 2025-08-04 | HSBC | Buy | Hold | Downgrade |
| 2025-08-20 | Melius Research | Hold | Initiate | |
| 2025-07-15 | Piper Sandler | Overweight | Overweight | Maintains |
| 2025-08-01 | Berenberg Bank | Buy | Reiterate | |
| 2025-08-18 | Piper Sandler | Overweight | Overweight | Maintains |
