Shell (ADR) (SHEL)
Connects oil, gas and LNG production with refining, trading and customer distribution.
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Sells oil, natural gas, LNG, fuels, lubricants, chemicals and power through an integrated international system. Earnings are shaped by production, processing, trading and customer distribution, with hydrocarbons remaining central while selected lower-carbon platforms are added.
Produces and trades oil, natural gas and LNG through Integrated Gas and Upstream, then converts and distributes energy through Chemicals and Products and Marketing. Renewables and Energy Solutions adds power, hydrogen and carbon-management activities to the portfolio.
Combines resource access, processing infrastructure, shipping, trading and customer channels across an international system. Long experience in LNG, deepwater projects, refining and optimization supports the movement of energy from production to end markets.
Growth priorities center on LNG, stable liquids output, focused Mobility and Lubricants, and selected lower-carbon platforms. Results depend on commodity supply and demand, operational reliability, project execution, access to resources, regulation and the pace and policy shape of the energy transition.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 3, 2026 | Morgan Stanley | Upgrade | Target: — | Target: $101.30 |
| Sep 3, 2026 | Piper Sandler | Reiterate | Rating: —Target: $88 | Target: $100 |
| Jul 31, 2026 | Wells Fargo | Reiterate | Rating: —Target: $94 | Target: $105 |
| Jul 29, 2026 | Goldman Sachs | Upgrade | ||
| Jul 23, 2026 | Piper Sandler | Target | Target: $89 | Target: $88 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $31.37B · Total debt $73.08B · Total assets $380.51B · Shareholders' equity $180.79B
- Revenue
- $94.66B
- Operating income
- $15.18B
- Net income
- $10.82B
HistoryDividendAnnual yield
| Institutions | 13.06% | 371.61M ADS | |
|---|---|---|---|
| 1,586 holders · as of Jun 30, 2026 | |||
| Other | 86.94% | 2.47B ADS | |
| remainder | |||
2.84B ADS (1 ADS = 2 ordinary shares) as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
FMR LLCInstitution | 3.07% | 87.33M ADS | as of Jun 30, 2026 |
Fisher Asset Management, LLCInstitution | 0.97% | 27.63M ADS | as of Jun 30, 2026 |
Dimensional Fund Advisors LPInstitution | 0.89% | 25.36M ADS | as of Jun 30, 2026 |
Morgan StanleyInstitution | 0.38% | 10.78M ADS | as of Jun 30, 2026 |
Goldman Sachs Group IncInstitution | 0.37% | 10.56M ADS | as of Jun 30, 2026 |
Insider tradesForm 4
Nothing filed in the last 12 months.
- TotalEnergies
Closest portfolio match across LNG, upstream, downstream, and power
- BP (ADR)
UK peer spanning gas, upstream, refining, retail, and mobility
- ExxonMobil
Scale rival in upstream, LNG, refining, chemicals, and low carbon
- Chevron
Integrated rival in upstream, LNG, refining, fuels, and chemicals
- Equinor (ADR)
Offshore oil, gas, trading, power, and CCS competitor
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Shell (ADR) | $93.83 | +0.60% | $260.05B | 10.3 | 9.0 | 0.9 | +44.7% |
| TotalEnergies | $89.80 | −0.29% | $200.56B | 11.3 | 8.1 | 1.0 | +26.2% |
| BP (ADR) | $43.27 | +0.24% | $113.19B | 21.6 | 7.9 | 0.5 | +46.5% |
| ExxonMobil | $158.88 | +0.37% | $656.48B | 20.4 | 12.9 | 1.8 | +46.0% |
| Chevron | $203.59 | −0.04% | $405.85B | 19.5 | 12.8 | 1.9 | +57.9% |
| Equinor (ADR) | $42.13 | −0.86% | $101.58B | 11.6 | 9.0 | 0.9 | +36.5% |
| Median | 19.5 | 9.0 | 1.0 | +46.0% |