Shell plc (SHEL) Analyst Update
Current Price: ~$72.55 (US ADR), ~ยฃ27.27 (London)
Analyst Consensus & Price Targets
Shell remains a top pick among European oil majors, with analysts favoring its strong cash flow and aggressive shareholder returns (buybacks + dividends).#WriteToEarnUpgrade #SHELL๐๐๐ $SHELL
* Consensus Rating: Moderate Buy to Outperform
* Average Price Target: ~$83.00 (Implies ~14% upside for US ADR)
* High Price Target: ~$91.00
* Low Price Target: ~$70.00
Latest Analyst Moves (December 2025)
* Wolfe Research: Previously downgraded on debt concerns, but noted that upside depends heavily on "real" oil prices staying above $80/bbl.
* Piper Sandler: Reiterated Overweight with a target of $82, citing improved capital allocation.
* TD Cowen: Maintained Buy rating, raising target to $80, driven by strong gas-trading results.
* Zacks: Currently ranks Shell as a Hold, noting valuation is fair but lacking immediate aggressive growth catalysts compared to pure-play US peers.
Key Drivers
* Strategic Acquisitions: Reports in December 2025 indicate Shell is in advanced talks to acquire LLOG Exploration for ~$3B to boost its Gulf of Mexico production.
* LNG Dominance: Shell continues to leverage its lead in Liquefied Natural Gas (LNG) trading to offset softer refining margins.
* Shareholder Returns: Confirmed a Q3 dividend of $0.358 per share (paid in Dec 2025) and continues a $3.5B share buyback program.
Next Step: Would you like to see how Shellโs dividend yield currently compares to rivals like B
P and ExxonMobil?
