NYSE:SHEL
Shell plc (SHEL)
88.50
-1.10 (1.23%)
as of Aug 7, 2026, 8:00:00 pm Market Open.
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Financials 
Technical Analysis 0
Investor Insights
Aug 7, 2026, 12:00 amThis summary was created by AI, based on 9 opinions in the last 12 months.
Shell plc has recently been viewed positively by multiple analysts, with several noting its capability to generate returns in both high and low oil price environments. The company is seen as strategically positioned, with an extensive global presence and investments in renewables and LNG, making it well-suited to navigate geopolitical uncertainties. Analysts have highlighted the company's share buyback initiatives and a projected income boost in future earnings reports, reflecting confidence in its operational management. There are varying opinions on the outlook of oil pricing, with some experts emphasizing the importance of market conditions, particularly in the context of recent geopolitical events. Overall, Shell appears to be a solid choice for long-term energy investment, leveraging a favorable valuation and dividend yield.
Consensus
Buy
Valuation
Fair Value
Similar
COP,
TOP PICK
Oil price pullback is now an opportunity. Shell is a large integrated oil/gas company with a large LNG business and chain of fuel stations around the world (70 countries). Last month, they reported their highest quarterly profit since 2008 and will raise their dividend. Strong cash flow, trades at 5x projected earnings, and pays a 4% dividend yield. (Analysts’ price target is $69.46)
Stan WongOwned
0
TOP PICK
Expecting dividend growth and share buybacks with supply shortage in energy prices.
Large amounts of cash flow and healthy financial metrics.
Large renewable portfolio which will also propel growth.
Darren SissonsOwned
0
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
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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 39 of 39 entries
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