Added to YB: 2026-05-12
Pitch date: 2026-05-08
SHEL [neutral]
Shell plc
+0.43%
current return
Author Info
No bio for this author
Company Info
Shell plc operates as an energy and petrochemical company in Europe, Asia, Oceania, Africa, the United States, and other parts of the Americas.
Market Cap
GBP 238.0B
Pitch Price
GBP 31.14
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.22
P/E
13.26
EV/Sales
1.09
Sector
Oil, Gas and Consumable Fuels
Category
dividend
Theodosian Capital | Stocks Update 8/5/2026 - SHEL – Re-distribution
SHEL (earnings): Q1 adj earnings $6.9bn vs Q4 $3.3bn, FCF $2.9bn ($4.2bn Q4). Net debt rose to $52.6bn (23.2% gearing, +250bps) on $3.9bn lease liabilities, $3.2bn buybacks, $2.1bn divs. DPS +5% to 39.06¢ (surprise hike), buybacks cut to $3bn/qtr from $3.5bn. Acquiring ARC for $14bn equity. Rebalancing toward divs vs buybacks. Trades 9.1x 2027 EPS, 3.8% yield. Well positioned for favorable energy supply/demand.
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