NYSE:SHEL
Shell plc (SHEL)
76.53
-0.80 (1.03%)
as of Jun 26, 2026, 8:00:00 pm Market Open.
91 watching
Financials 
Technical Analysis 0
Investor Insights
Jun 27, 2026, 12:00 amThis summary was created by AI, based on 7 opinions in the last 12 months.
Shell plc (SHEL-N) has garnered mixed opinions from various experts. While one analyst expresses skepticism about its size and resource management compared to peers like CNQ and Suncor, others highlight its global presence and ability to perform in both high and low oil price environments. A recent buyback initiative and predicted income boost have led some experts to label it a top pick, particularly amidst ongoing geopolitical uncertainties. There's a sense of caution, with recommendations to adjust stop-losses strategically as performance and price targets fluctuate. Overall, Shell is seen as holding both potential and risks depending on market conditions and oil price stability.
Consensus
Hold
Valuation
Undervalued
Similar
XOM
COMMENT
options Energy amounts to 30% of his holdings. He bought more Shell today because he saw some unusual action in the options market. The price of crdue may not be doing much, but there is certainly options action in it. He'll keep buying energy.
Pete NajarianOwned
0
;fill-opacity:1;'/%3e%3cpath%20d='M31%2018.6001V30H8V18.6001L14.1334%2022.4334L19.4999%2014L24.8669%2022.4334L31%2018.6001Z'%20fill='%23EE5432'%20style='fill:%23EE5432;fill:color(display-p3%200.9340%200.3310%200.1956);fill-opacity:1;'/%3e%3c/svg%3e){kind=small}
Premium contentTOP PICK
Stockchase Research Editor: Michael O'Reilly With the largest liquified natural gas portfolio and network of service stations, SHEL is ideally situated to benefit from global energy rebalancing caused by the conflict in Ukraine and is reiterated again as a TOP PICK. Recently reported earnings beat analyst expectations and support a good 14% ROE. It trades at only 1.25x book value. It pays a good dividend backed by a payout ratio under 35% of cash flow. We like how it has built up cash reserves while aggressively retiring debt and buying back shares. We continue to recommend a stop loss at $45, looking to achieve $69.50 -- upside potential over 28%. Yield 3.32% (Analysts’ price target is $69.39)
PAST TOP PICK
(A Top Pick Apr 23/21, Up 52%) Still likes the name, as the transition to renewables story is not fully fleshed out. It's had such a huge run, at these levels he'd be wary of having it overweight. He'd trim a bit. Dividend is safe and will grow. Oil will be around for a long time. For new clients, he might buy a half position.
Darren SissonsOwned
0
Premium contentTOP PICK
Stockchase Research Editor: Michael O'Reilly We reiterate SHEL as a TOP PICK as the company wisely will divest itself of up to $5 billion in Russian joint ventures and has stopped suppling that country with oil and gas. The company is well diversified globally to help fill in the gap. It trades at a discount to peers at 11x earnings, recently beat earnings estimates by 17% and trades just 1.2x book value. It has a good dividend, backed by a payout ratio under 40% of cash flow. We recommend trailing up the stop (from $41) to $45, looking to achieve $68 -- upside potential over 24%. Yield 3.50% (Analysts’ price target is $67.79)
Premium contentTOP PICK
Stockchase Research Editor: Michael O’Reilly Although embroiled in the Ukraine tragedy, due to its exporting of Russian oil, we select SHEL as a TOP PICK. The company is involved in everything energy around the world and we are confident they will play a role in solving the global energy crisis following the conflict. It trades at 10x earnings, compared to peers at 15x and is trading at only 1.2x book value. We would recommend setting a stop loss at $41, looking to achieve $71 — upside over 30%. Yield 3.89% (Analysts’ price target is $71.00)
TOP PICK
One of the largest integrated oil companies in the world. Reported very good quarter. Share buyback, plus dividend increase. Increasing efficiencies. A main LNG player. Benefits from rise in global gas demand and prices. Yield is 3.62%, and expected to grow. (Analysts’ price target is $64.99)
Stan WongOwned
0
Showing 31 to 37 of 37 entries
'%20fill='%23ffffff'%3e%3cg%20id='Pager'%20transform='translate(423.000000,%201755.000000)'%3e%3cpath%20d='M243.295367,17.286474%20C243.68919,16.9045087%20244.327703,16.9045087%20244.721525,17.286474%20L249,21.4361302%20L253.278475,17.286474%20C253.672297,16.9045087%20254.31081,16.9045087%20254.704633,17.286474%20C255.098456,17.6684393%20255.098456,18.2877274%20254.704633,18.6696927%20L249.35654,23.856763%20C249.159628,24.0477457%20248.840372,24.0477457%20248.64346,23.856763%20L243.295367,18.6696927%20C242.901544,18.2877274%20242.901544,17.6684393%20243.295367,17.286474%20Z'%20id='Path'%20transform='translate(249.000000,%2020.500000)%20scale(-1,%201)%20rotate(-90.000000)%20translate(-249.000000,%20-20.500000)%20'%3e%3c/path%3e%3c/g%3e%3c/g%3e%3c/g%3e%3c/svg%3e)
