Shell (SHEL) News Today

Shell PLC (SHEL) shares have moved higher as the company’s strong shareholder‐return actions and upbeat analyst commentary outweighed softer profit metrics. Investors are focusing on robust buybacks, dividend support and analyst upgrades, even as second‐quarter earnings reflect lower commodity prices.

• Positive Sentiment: Shell purchased over 1.48 million shares on 1 August as part of its existing buyback programme, reducing share count and supporting earnings per share. Transaction in Own Shares
• Positive Sentiment: JP Morgan highlights Shell’s steady profit generation and robust cash returns, predicting further share gains as investors digest resilient performance. Shell: A study in steady profits and a robust cash return, says leading investment bank
• Positive Sentiment: UBS maintained its “buy” rating and a 2,950 pence price target after Shell delivered an 8% EBITDA beat and a 14% net‐income beat, driven by cost savings. Shell shares edge higher as market welcomes earnings beat driven by cost savings
• Positive Sentiment: Shell received a rating upgrade following improved production prospects and an upward‐revised outlook on stronger upstream performance. Shell: Improved Production Prospects And Outlook (Rating Upgrade)
• Positive Sentiment: Shell’s adjusted Q2 profit of $4.264 billion topped analyst forecasts, and the company reaffirmed its $3.5 billion buyback pace. Shell beats profit expectations at $4.3 billion, keeps buybacks steady
• Positive Sentiment: Shell declared a Q2 interim dividend of US$ 0.358 per share, underscoring its commitment to shareholder returns. Shell plc Second Quarter 2025 Interim Dividend
• Neutral Sentiment: CEO Wael Sawan said the bar for acquisitions remains high, noting that attractive targets are not currently cheap. Shell CEO Wael Sawan: The bar is high for acquisitions and it's not currently cheap
• Neutral Sentiment: Shell commenced its $3.5 billion share buyback programme on 31 July, formalizing a three-month plan to reduce issued share capital. Shell announces commencement of a share buyback programme
• Neutral Sentiment: Shell’s Q2 press release highlighted deep‐water portfolio enhancements in Nigeria and Brazil, plus its first LNG Canada cargo shipment. Shell plc publishes second-quarter 2025 press release
• Neutral Sentiment: Wael Sawan reaffirmed his strong belief in natural gas as part of Shell’s energy transition strategy. Shell CEO Wael Sawan: I strongly believe in the future of natural gas
• Negative Sentiment: Shell’s Q2 net profit fell by nearly one‐third year-on-year, impacted by lower oil prices and trading losses. Shell's profit drops by almost a third but easily beats expectations
• Negative Sentiment: Shell reported Q2 revenue of $66.44 billion and EPS of $1.42, missing consensus forecasts, indicating softer top-line performance. Shell (NYSE:SHEL) Q2 earnings report
• Negative Sentiment: Analysts noted a 23% drop in first-half net profit to $8.4 billion, reflecting volatility in oil and gas trading. Shell Says First Half Net Profit Drops 23% To $8.4 Bn