Shell PLC Unsponsored ADR $SHEL Shares Sold by Sequoia Financial Advisors LLC

Sequoia Financial Advisors LLC decreased its position in shares of Shell PLC Unsponsored ADR (NYSE:SHEL) by 12.7% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 42,146 shares of the energy company’s stock after selling 6,105 shares during the quarter. Sequoia Financial Advisors LLC’s holdings in Shell were worth $3,268,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of SHEL. Colonial Trust Advisors boosted its holdings in shares of Shell by 9.5% in the 4th quarter. Colonial Trust Advisors now owns 1,488 shares of the energy company’s stock valued at $109,000 after acquiring an additional 129 shares during the last quarter. PFG Private Wealth Management LLC raised its holdings in shares of Shell by 3.8% during the second quarter. PFG Private Wealth Management LLC now owns 3,578 shares of the energy company’s stock worth $277,000 after purchasing an additional 130 shares during the last quarter. Financial Management Professionals Inc. lifted its position in Shell by 2.9% during the second quarter. Financial Management Professionals Inc. now owns 4,800 shares of the energy company’s stock valued at $372,000 after purchasing an additional 137 shares during the period. Plan A Wealth LLC boosted its holdings in Shell by 1.7% in the second quarter. Plan A Wealth LLC now owns 8,619 shares of the energy company’s stock valued at $668,000 after purchasing an additional 140 shares during the last quarter. Finally, Cornerstone Planning Group LLC grew its position in Shell by 14.1% during the 1st quarter. Cornerstone Planning Group LLC now owns 1,215 shares of the energy company’s stock worth $109,000 after purchasing an additional 150 shares during the period. 28.60% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on SHEL shares. Jefferies Financial Group boosted their price objective on Shell to $122.40 and gave the company a “buy” rating in a report on Thursday, May 21st. Wells Fargo & Company lifted their price target on Shell from $100.00 to $105.00 and gave the company an “equal weight” rating in a research report on Friday, July 31st. Weiss Ratings raised Shell from a “buy (b-)” rating to a “buy (b)” rating in a report on Tuesday, July 28th. Erste Group Bank raised shares of Shell from a “hold” rating to a “buy” rating in a research note on Thursday, August 27th. Finally, Zacks Research cut shares of Shell from a “strong-buy” rating to a “hold” rating in a research note on Monday, May 25th. Seven research analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $107.46.

Key Shell News

Here are the key news stories impacting Shell this week:

• Positive Sentiment: U.S. power portfolio reshuffle: Shell agreed to sell its interest in the Rhode Island State Energy Center (RISEC) to Constellation Energy for $715 million while acquiring the 169-megawatt Hunlock Creek facility in Pennsylvania. The transactions are intended to unlock value, improve Shell’s PJM market exposure and sharpen its U.S. power portfolio. Shell sells its interest in RISEC to Constellation, acquires Hunlock Creek
• Positive Sentiment: Analysts raise profit forecasts: Erste Group Bank maintained a “Buy” rating and increased its Shell EPS estimates to $11.20 for fiscal 2026 and $9.46 for fiscal 2027. The 2026 forecast is above the broader consensus estimate of $10.84, providing a favorable earnings-growth signal. Shell analyst earnings estimates
• Positive Sentiment: Higher European natural-gas prices: European gas prices have reached a four-year high, potentially benefiting Shell’s integrated gas, LNG and trading operations and supporting investor interest in energy stocks. European Natural Gas Surges to 4-Year High
• Neutral Sentiment: Shell Pilipinas renewed a fuel-supply agreement with Yanson Group for the second half of 2026, while Shell also announced arrangements involving Angola offshore blocks, battery technology testing with FAW Trucks and full ownership of Tri Star with 320 additional sites. These developments support Shell’s longer-term commercial and upstream presence, but their near-term earnings impact is unclear.
• Neutral Sentiment: The RISEC sale produces immediate cash proceeds, but selling a gas-fired power asset also removes its future earnings and cash flow. The financial effect will depend on the purchase price adjustment, Hunlock Creek’s profitability and Shell’s use of the proceeds.

Shell Price Performance

Shares of Shell stock opened at $96.74 on Friday. The stock has a market capitalization of $271.20 billion, a P/E ratio of 10.68, a PEG ratio of 0.83 and a beta of 0.05. The business has a 50 day simple moving average of $89.44 and a two-hundred day simple moving average of $87.39. Shell PLC Unsponsored ADR has a 12 month low of $68.63 and a 12 month high of $96.99. The company has a debt-to-equity ratio of 0.36, a current ratio of 1.43 and a quick ratio of 1.12.

Shell (NYSE:SHEL) last issued its quarterly earnings results on Friday, July 31st. The energy company reported $3.52 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.23 by $0.29. The firm had revenue of $94.66 billion for the quarter, compared to analyst estimates of $86.22 billion. Shell had a return on equity of 14.34% and a net margin of 8.55%. As a group, analysts predict that Shell PLC Unsponsored ADR will post 10.84 EPS for the current fiscal year.

Shell Profile

Shell plc is a global energy company headquartered in London, United Kingdom. Its operations span the exploration, production, processing, trading and marketing of energy resources, including crude oil, natural gas and liquefied natural gas (LNG).

The company also operates refineries, petrochemical and chemical businesses, fuel stations and other energy-marketing activities. Through its Energy Solutions operations, Shell provides renewable power, electric-vehicle charging, energy-efficiency services and lower-carbon fuels, while continuing to develop technologies and projects intended to reduce emissions from energy production and use.

Shell traces its history to the Royal Dutch Petroleum Company and the Shell Transport and Trading Company, which combined their operations in 1907.