Yahoo · Sep 16, 2026
Shell Falls 2.5% as 36 Million Missing Tons Reprice LNG Demand
Supply disruption tripled Asian spot prices, revealing the level where customers switch fuels instead of paying more.
NASDAQ · SHEL
Shell plc American Depositary Shares (Each represents two Ordinary shares)
Energy · Oil & Gas Integrated
$95.82
Up+$0.12 (+0.13%)
Updated Sep 18, 2026, 12:00 PM
SID Score
7.9/10
Composite research score
Smart Money
45/100
Neutral
- Market cap
- 211.68B
- P/E ratio
- 14.52
- Dividend yield
- 2.99%
- 52-week range
- $68.63 – $99.16
- Volume
- 3.7M
- Avg. volume
- 4.18M
Price performance
SHEL price history
1M range · 20 trading sessions · Daily adjusted prices
SHEL closed at $95.82 after 20 trading sessions, up 2.32% for the selected period.
- Last close
- $95.82
- Period change
- +2.32%
- Period low
- $90.70
- Period high
- $98.95
Daily close
View OHLC price history
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Sep 17, 2026 | $95.48 | $96.12 | $95.325 | $95.82 | 3.7M |
| Sep 16, 2026 | $97.86 | $97.93 | $95.35 | $95.70 | 5.78M |
| Sep 15, 2026 | $96.74 | $99.155 | $96.63 | $98.95 | 5.05M |
| Sep 14, 2026 | $97.36 | $97.625 | $96.085 | $96.45 | 6.75M |
| Sep 11, 2026 | $96.08 | $96.89 | $95.81 | $96.77 | 5.25M |
| Sep 10, 2026 | $96.81 | $96.99 | $95.66 | $95.96 | 6.48M |
| Sep 9, 2026 | $96.04 | $96.265 | $95.08 | $95.60 | 8.38M |
| Sep 8, 2026 | $94.85 | $95.805 | $94.421 | $95.32 | 7.43M |
| Sep 4, 2026 | $93.03 | $93.59 | $92.16 | $92.95 | 6.85M |
| Sep 3, 2026 | $92.56 | $93.43 | $92.24 | $92.33 | 5.43M |
| Sep 2, 2026 | $92.98 | $93.6672 | $92.63 | $92.80 | 8.17M |
| Sep 1, 2026 | $92.72 | $93.86 | $92.47 | $93.51 | 11.11M |
| Aug 31, 2026 | $92.04 | $92.55 | $91.02 | $91.45 | 6.15M |
| Aug 28, 2026 | $90.74 | $91.08 | $90.465 | $90.91 | 7.6M |
| Aug 27, 2026 | $91.23 | $91.35 | $90.05 | $90.70 | 6.91M |
| Aug 26, 2026 | $91.23 | $92.24 | $91.01 | $91.11 | 7.94M |
| Aug 25, 2026 | $92.38 | $92.71 | $91.97 | $92.22 | 5.65M |
| Aug 24, 2026 | $92.82 | $93.61 | $92.70 | $93.00 | 5.66M |
| Aug 21, 2026 | $93.87 | $94.02 | $93.07 | $93.33 | 3.46M |
| Aug 20, 2026 | $94.11 | $94.70 | $93.63 | $93.65 | 4.92M |
Latest SHEL news
The latest Smart Investors Daily articles mentioning SHEL.
Stock researchCompany · Overview
SHEL research
Overview
Company profile and research snapshot.
Company profile
Shell is an integrated oil and gas company that explores for, produces, and refines oil around the world. In 2024, it produced 1.5 million barrels of liquids and 7.7 billion cubic feet of natural gas per day. At year-end 2024, reserves stood at 9.6 billion barrels of oil equivalent, 48% of which consisted of liquids. Its production and reserves are in Europe, Asia, Oceania, Africa, and North and South America. The company operates refineries with a capacity of 1.6 mmb/d located in the Americas, Asia, and Europe, and sells about 12 million tons per year of chemicals. Its largest chemical plants, often integrated with its local refineries, are in Central Europe, China, Singapore, and North America.
Visit company websiteAnalyst outlook
Consensus and target data currently published for this company.
- Consensus
- Hold
- Average target
- $89.00
- Implied upside
- —
- Analysts
- 6
| Date | Firm | Rating | Target |
|---|---|---|---|
| Jul 9, 2026 | Berenberg Bank | Buy | — |
| Jul 8, 2026 | Citigroup | Neutral | — |
| Jul 3, 2026 | JP Morgan Cazenove | Overweight | — |
| May 21, 2026 | Jefferies | Buy | — |
| May 12, 2026 | Berenberg Bank | Buy | — |
News briefing
No generated briefing is available yet.
Yahoo · Sep 16, 2026
2026 Fortune 500 Europe List Revealed
Today, Fortune unveiled the Fortune 500 Europe ranking for 2026, highlighting the continent's top companies. The launch will be marked at the bell opening of the London Stock Exchange. Volkswagen maintains its lead position, with revenues up 3%, widening the gap with Shell, whose revenues fell 5%.
Yahoo · Sep 16, 2026
Shell and Constellation Energy Strike a $715 Million Power Deal
Shell plc (NYSE:SHEL) announced on September 10 that it had agreed to sell its interest in RISEC Holdings to Constellation Energy Corporation (NYSE:CEG) for $715 million. RISEC owns the Rhode Island State Energy Center, a 609 MW natural gas electric generation facility that serves the New England power market. At the same time, Shell will […]
Yahoo · Sep 15, 2026
Shell (SHEL) Ascends While Market Falls: Some Facts to Note
The latest trading day saw Shell (SHEL) settling at $98.95, representing a +2.59% change from its previous close.
AI research layers
Interpretive context generated from the platform’s current data sources.
Shell plc Stock Performance
Shell plc American Depositary Shares have demonstrated strong upward momentum across multiple timeframes, per SID market data. The stock currently trades at $95.70, reflecting a 9.37% gain over the past month and a robust 19.78% increase over the trailing three-month period. On a one-year basis, SHEL has surged 38.06%, significantly outpacing the broader energy sector. The stock is trading well above key moving averages, with the 50-day moving average at $89.91 and the 200-day moving average at $83.86, according to Massive/Polygon technical data. The 14-day relative strength index registers at 76.4, placing the stock in overbought territory. Average daily trading volume stands at approximately 4.18 million shares. Notably, SHEL carries a beta of -0.094, indicating minimal correlation with broader market movements and providing potential diversification characteristics for portfolio construction purposes.
Shell plc Valuation Analysis
Shell plc trades at a price-to-earnings ratio of 14.52, which remains moderate relative to integrated energy sector peers, per SID market data. The company's PEG ratio stands at 1.43, suggesting the stock is approaching fair value when factoring in expected earnings growth. Shell's price-to-book ratio of 1.21 indicates the market values the company at a modest premium to its net asset base, according to SEC filings. The current market capitalization is approximately $211.7 billion, positioning Shell among the largest publicly traded energy companies globally. The company maintains a dividend yield of approximately 4.00%, providing a meaningful income component for shareholders. This yield reflects Shell's ongoing capital return strategy, which has prioritized consistent shareholder distributions alongside share buyback programs. The valuation profile positions Shell as a relatively attractively priced large-cap energy holding compared to historical multiples within the integrated oil and gas industry.
Smart Money Activity for SHEL
Shell plc registers a composite smart money score of 45 out of 100, generating a neutral signal according to SID market data. The institutional component scores 21.0 out of 25, representing the strongest sub-category and reflecting substantial institutional ownership and activity in the stock. Insider activity scores 12.5 out of 25, indicating a moderate level of insider transactions as reported in SEC Form 4 filings. Dark pool trading activity registers at 10.4 out of 25, suggesting below-average levels of off-exchange block trading relative to peers. Congressional trading activity is notably low at 0.8 out of 25, per 13F institutional filings and congressional disclosure data, indicating minimal participation by U.S. lawmakers. The divergence between strong institutional interest and weaker scores across other sub-categories results in the overall neutral composite reading. Institutional investors appear to maintain significant positions, though the lack of notable insider buying or congressional activity suggests limited conviction signals from non-traditional market participants at current price levels.
Shell plc Earnings Outlook
Shell plc has delivered mixed but improving earnings results across recent quarters, according to company earnings reports. In the most recent reported quarter, Shell posted earnings of $3.52 per ADS, exceeding analyst estimates of $2.83 by $0.69, representing a 24.4% positive surprise. The prior quarter also showed a beat, with actual earnings of $2.44 versus estimates of $2.13, a $0.31 positive surprise. However, the earlier quarter saw Shell miss expectations, reporting $1.14 per ADS against a consensus estimate of $1.26, a negative surprise of $0.12. The upcoming quarter carries an analyst estimate of $1.87 per ADS, with results expected to be reported on May 1, 2026. The trajectory of consecutive beats in the two most recent quarters suggests improving operational execution. The magnitude of the beats has also increased, with the latest surprise nearly doubling the previous quarter's outperformance relative to consensus expectations.
Wall Street Analyst Ratings for SHEL
Wall Street consensus on Shell plc leans bullish, with recent analyst actions skewing toward positive ratings, per SID consensus data. On July 9, 2026, Berenberg Bank reiterated a Buy rating on SHEL, marking its second bullish call within two months following a prior Buy reiteration on May 12. JP Morgan Cazenove assigned an Overweight rating on July 3, 2026, reinforcing the favorable outlook from a major European-focused institution, according to Wall Street analyst reports. Jefferies initiated coverage with a Buy rating on May 21, 2026, adding another bullish voice. Citigroup provided the most cautious recent assessment, assigning a Neutral rating on July 8, 2026. Across the five most recent analyst actions, four carry bullish designations while one remains neutral, resulting in an 80% positive skew. No analysts have issued underperform or sell ratings during this period, suggesting broad confidence in Shell's strategic positioning and capital allocation framework among the institutional research community.
