| Shell plc (GB00BP6MXD84) | |||
26,21 GBXStand (close): 03.07.25 |
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| Datum / Uhrzeit | Titel | Bewertung |
| 28.06.25 16:39:15 | Shell (SHEL) Advances Share Buyback Program with $63.8 Million Purchase |  |
| Shell plc (NYSE:SHEL) is one of the 11 best European stocks to invest in. On June 24, the company confirmed the repurchase of 3.3 million shares across multiple trading avenues. The repurchase is part of the company’s push to return value to shareholders.Shell (SHEL) Advances Share Buyback Program with $63.8 Million Purchase The repurchase is also part of Shell’s buyback program, announced on May 2, 2025. The program is scheduled to continue through July 25, 2025, with BNP Paribas managing trading decisions independently. The transactions are executed through on-market and off-market mechanisms. The continued repurchase of shares affirms a strong commitment to capital return for shareholders. Shell plc (NYSE:SHEL) is a global energy company headquartered in the UK. It explores for, produces, refines, and markets oil and natural gas, while also manufacturing chemicals and lubricants. Its key businesses include Integrated Gas, Upstream, and Downstream, with growing investments in low-carbon energy sources such as biofuels, hydrogen, and electric vehicle charging. While we acknowledge the potential of SHEL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 Best Value Penny Stocks to Buy According to Analysts and 12 Best Augmented Reality Stocks to Buy According to Analysts. Disclosure: None. View Comments |
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| 27.06.25 19:53:46 | Sector Update: Energy Stocks Decline Late Afternoon |  |
| Energy stocks fell late Friday afternoon, with the NYSE Energy Sector Index down 0.7% and the Energy PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in |
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| 27.06.25 11:59:21 | Shell Boosts Natural Gas Production at Norway’s Ormen Lange Field | |
| Shell and its partners have started up two subsea compressors to boost the recovery rate at the Ormen Lange natural gas field in the Norwegian Sea, the UK-based supermajor, which operates the field, said on Friday. Shell expects the compression stations to raise the gas recovery rate to 85% from the current 75%. The two new compressor stations are installed on the seabed 120 kilometers (75 miles) from shore and are directly connected to the processing plant at Nyhamna. The increased recovery rate will allow the extraction of 30–50 billion cubic meters more gas from Ormen Lange, Shell said. Ormen Lange’s gas, processed at Nyhamna on the west coast of Norway, is being exported to the UK and the EU. Norway has been boosting its gas production since 2022 when it overtook Russia as Europe’s top gas supplier. Not a member of the EU, but a NATO founding member and key EU and UK ally, Norway looks to continue providing the gas Europe needs. So companies operating offshore Norway are raising production of gas and oil, with the support of the Norwegian government, which continues to bet on the oil and gas industry and the massive revenues it raises for the country and its sovereign wealth fund, the world’s largest. This month alone, independent Norwegian oil and producer Var Energi announced the startup of its Balder X project in Norway’s North Sea, which will boost output from the Balder field by about 80,000 barrels of oil equivalent per day (boepd). In addition, Equinor said that the Johan Castberg oilfield in the Barents Sea had reached full capacity of 220,000 barrels per day (bpd), just three months after the field in Norway’s Arctic waters came on stream. Norway expects its oil liquids production to rise by 5.2% in 2025 from 2024, also thanks to the start-up of Johan Castberg. Yet, further exploration efforts and new discoveries would be crucial to slowing the expected decline in Norway’s oil and gas production in the 2030s, the Norwegian authorities have said. By Tsvetana Paraskova for Oilprice.com More Top Reads From Oilprice.com Middle East Oil Disruption Risk Plunges to 4% Centrica Eyes Major Stake in UK Nuclear Power Project China's Oil Imports From Iran Hit Record High Read this article on OilPrice.com View Comments |
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| 26.06.25 22:15:04 | Shell (SHEL) Beats Stock Market Upswing: What Investors Need to Know | |
| In the latest trading session, Shell (SHEL) closed at $70.99, marking a +2.23% move from the previous day. The stock's change was more than the S&P 500's daily gain of 0.8%. At the same time, the Dow added 0.94%, and the tech-heavy Nasdaq gained 0.97%. Prior to today's trading, shares of the oil and gas company had gained 5.15% outpaced the Oils-Energy sector's gain of 3.8% and the S&P 500's gain of 5.12%. High Yield Savings Offers Earn 4.10% APY** on balances of $5,000 or more View Offer Earn up to 4.00% APY with Savings Pods View Offer Earn up to 3.80% APY¹ & up to $300 Cash Bonus with Direct Deposit View Offer Powered by Money.com - Yahoo may earn commission from the links above. The investment community will be closely monitoring the performance of Shell in its forthcoming earnings report. In that report, analysts expect Shell to post earnings of $1.47 per share. This would mark a year-over-year decline of 25.38%. In the meantime, our current consensus estimate forecasts the revenue to be $68.87 billion, indicating a 8.25% decline compared to the corresponding quarter of the prior year. For the full year, the Zacks Consensus Estimates project earnings of $6.15 per share and a revenue of $273.19 billion, demonstrating changes of -18.22% and -5.48%, respectively, from the preceding year. It's also important for investors to be aware of any recent modifications to analyst estimates for Shell. These revisions help to show the ever-changing nature of near-term business trends. As a result, we can interpret positive estimate revisions as a good sign for the business outlook. Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model. The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Over the past month, there's been a 0.19% fall in the Zacks Consensus EPS estimate. Currently, Shell is carrying a Zacks Rank of #3 (Hold). Investors should also note Shell's current valuation metrics, including its Forward P/E ratio of 11.3. Its industry sports an average Forward P/E of 10.78, so one might conclude that Shell is trading at a premium comparatively. It is also worth noting that SHEL currently has a PEG ratio of 1.81. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. As the market closed yesterday, the Oil and Gas - Integrated - International industry was having an average PEG ratio of 1.81. The Oil and Gas - Integrated - International industry is part of the Oils-Energy sector. This industry, currently bearing a Zacks Industry Rank of 192, finds itself in the bottom 22% echelons of all 250+ industries. Story Continues The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1. Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Shell PLC Unsponsored ADR (SHEL) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research View Comments |
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| 26.06.25 17:50:31 | Shell (LSE:SHEL) Denies BP Acquisition Rumors Amid Market Speculation Of A Historic Oil Deal | |
| In the past month, Shell has been at the center of market speculation due to rumors of a potential acquisition of BP, which Shell subsequently clarified were unfounded. Despite these rumors impacting its immediate stock movements, Shell's share price has grown 5.93%, somewhat aligning with the broader market's 1.7% weekly rise and 12% increase over the year. While initial rumors led to volatility, Shell's eventual clarification may have helped realign investor focus back to its existing strategies and market expectations, thereby contributing a layer of stability to its overall price movement within broader market trends. We've identified 1 possible red flag with Shell and understanding the impact should be part of your investment process.LSE:SHEL Earnings Per Share Growth as at Jun 2025 The end of cancer? These 24 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's. The rumors surrounding Shell's potential acquisition of BP, although unfounded, initially injected volatility into Shell's share price and distracted from its core operational strategies. As the company clarified its stance, investor attention refocused on its long-term initiatives involving AI and robotics, aiming for improved operational performance and net margins. These technological advances are expected to influence Shell's earnings by enhancing process safety and efficiency. Over the past five years, Shell's total shareholder return, including dividends, reached 139.36%, illustrating significant growth compared to a 12.3% decline in the UK Oil and Gas industry performance over the past year. This contrast indicates Shell's operational resilience and strategic direction. With Shell's revenue expected to decrease slightly and profit margins projected to improve from 5.7% to 7.6% over the next three years, the clarification of acquisition rumors may help stabilize medium-term expectations. Analysts forecast earnings to increase to US$21.1 billion by May 2028. However, this hinges on the company's ability to mitigate market volatility, especially in LNG, and manage execution risks associated with major projects like the Pavilion deal. The current share price of £24.4 remains below the analyst consensus price target of £29.76, highlighting a potential upside if projected earnings growth materializes. This balance between short-term market impacts and long-term operational strategies will be crucial in realizing future financial objectives and closing the value gap. Click here to discover the nuances of Shell with our detailed analytical financial health report. Story Continues This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include LSE:SHEL. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments |
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| 26.06.25 16:44:48 | Shell probably won't buy BP: Here's a 'more realistic' outcome | |
| A potential Shell (SHEL) and BP (BP) merger is on investors' minds after The Wall Street Journal reported Shell is in early talks to acquire BP, though Shell has denied the report. Tortoise senior portfolio manager and managing director Rob Thummel says it makes sense for the two energy companies to combine, but it's unlikely that Shell would buy BP outright, explaining that it's more probable that BP will sell parts of its business to Shell and others. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts here. Video Transcript 00:00 Speaker A While Shell is denying the Wall Street Journal report that it's in talks with BP about a possible merger, our next guest says a deal could be a first step towards improving the valuations of the combined company. Here with more, we've got Rob Dummel, who is the Tortis Senior portfolio manager and managing director. Great to have you here with us. So, just take us into your analysis of the deal-making environment now through the lens of Shell and BP, and what it could mean for the sector. 00:40 Rob Dummel Well, so, so thanks for having me. So, if you just look at what's happening in the overall sector, obviously commodity prices are down. Oil prices are down a lot. And so, it's hard for deals to be made today, uh, just because, uh, because of the low oil price. And a lot of these oil and gas producers, oil producers in particular, have really repaired their balance sheet so they don't need to do deals. But it's a little different for Shell and Shell and BP. So, if you look at the valuations of Shell and BP, they're really low. They trade at much lower valuations than their peers: Exxon, Chevron, Total. So, obviously, there are a lot of investors that are looking for ways to unlock that value. I know Elliott's been active in in BP to try to, to try to encourage them to sell several of their assets to try to realize and get the market to recognize a more of a sum of the parts type of valuation. So, does it make sense for the two to combine? Uh, yeah, it probably does longer term if you think about, then what will the what will combined entity do? It's much bigger. Um, and then ultimately what it needs to do, and I think both companies need to do, is continue to be disciplined, continue to deliver cash back to the shareholders in the form of dividends and stock buybacks. And, and I think if you put all those together, then ultimately, you result in in an improving valuation. But, but clearly, there these, both of these stocks are at really discounted valuations. 03:10 Speaker A What is the likelihood that this deal even goes through knowing that there are now more restrictions in different parts of the world for this to be necessary or be possible to take place, considering British stock regulations that have now come more into light which would mean that essentially there would be a six-month period that Shell would have to wait, uh, if this indeed was rejected and, and ultimately they would have to find, uh, some other approach. 04:00 Rob Dummel Yeah, I, I think the odds of Shell buying BP as it is today is very low. Uh, um, what I think the more realistic, uh, possibility is that, you know, BP starts to sell off certain pieces of its business and then ultimately a combination between Shell and BP, uh, makes a little more sense. I think BP's obviously interested in the oil and gas producing assets, the Gulf of Mexico, um, some of its international oil and gas producing assets. Um, and I think BP has a little bit of LNG as well that, that that would, would be complementary. But, but uh, but there are other businesses, I think, inside of BP that that may make sense in the hands of other buyers rather than Shell. Related Videos 06:03 Salesforce AI, Kraken payment app, CoreWeave: Trending Tickers Yahoo Finance Video • 30 minutes ago 04:35 Pending home sales rose more than expected in May Yahoo Finance Video • 1 hour ago 04:22 Trump may name new Fed chair early: A look at possible candidates Yahoo Finance Video • 1 hour ago 04:23 Kratos Defense, Acuity, McCormick: Trending Tickers Yahoo Finance Video • 1 hour ago View Comments |
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| 26.06.25 16:30:34 | After denying reports of BP takeover, Shell is legally barred from making an offer for six months—and there are no other suitors in sight | |
| Shell doubled down on its denial of acquiring rival BP, claiming it has “no intention” of making an offer while invoking a U.K. law that forbids Shell from bidding on BP during the next six months with few exceptions. The June 26 news comes after reports that Shell entered early talks to buy BP in what would easily represent the largest energy deal of the century—if not ever. But with Shell seemingly stepping aside to focus on internal performance—at least for now—financially struggling BP is left without any other clear suitors as the British energy giant seeks a turnaround following its “hard reset” through cost cuts, greater fossil fuel investments, and renewables divestments. “In response to recent media speculation, Shell wishes to clarify that it has not been actively considering making an offer for BP and confirms it has not made an approach to, and no talks have taken place with BP with regards to a possible offer,” Shell said in a prepared statement. The statement was issued under a rule in the U.K.’s takeover code that bans backtracking on its claims for the next six months unless Shell has the agreement of BP’s board, another company bids on BP, or there’s a material change in circumstances. Citing the code allows Shell to better reassure its investors that it is focused on its strategy and not massive, debt-laden acquisitions at this moment. BP declined comment. Shell’s statement followed a June 25 report from The Wall Street Journal that Shell was in early talks to potentially buy BP, which also came after previous speculation and reports that Shell was studying a possible deal to combine two of the biggest Big Oil giants. “For now, any takeover of BP by Shell will be a 2026 story, and is unlikely to happen in 2025,” said Kathleen Brooks, research director for the XTB brokerage house. “BP’s share price is still underperforming its global peers and, now that Shell is out of the running as a potential buyer, we do not see BP repairing its position in the coming weeks or months.” Big deal-making challenges Indeed, only a small handful of companies could afford to acquire BP with its large, but underperforming, $80 billion market cap. London-based Shell is the most obvious, but the others—Exxon Mobil and Chevron—are coming off or are amid massive acquisitions of their own. And the U.S. supermajors could have greater anti-trust challenges even if they were interested, said Deborah Byers, senior adviser at the energy research and investment firm Veriten. Of note, is that Shell switched its headquarters to London from the Netherlands three years ago, changing the Royal Dutch Shell name to Shell PLC. Story Continues “I think the U.K. government would block a foreign purchase. Maybe Shell is a white knight, and they would be OK from a regulatory standpoint in the U.K.,” Byers said. “You would think the U.K. would not accept anyone other than Shell—even a U.S. major.” And that’s not accounting for all of the debt, headcount, and nation-by-nation regulatory approvals Shell would have to go through to acquire another global energy supermajor, Byers said. Shell and BP each employ nearly 100,000 people, although they are both currently downsizing, while leaner Exxon Mobil, for instance, has about 60,000 employees. Then, Shell would need to undergo a prolonged period of divestments to satisfy the balance sheet and anti-trust issues in different nations. “Why would [Shell] want to do that?” Byers said. “Do shareholders really want growth? Or do they just want capital discipline and returns—either dividends or buybacks? It’s been a while since anyone has been rewarded for growth in this sector.” She said BP shareholders “have to be patient” as it attempts its financial reset, acknowledging that BP is dealing with investor activism from Elliott Investment Management and others. “The challenge is what is that patience timeline?” Byers said. “Their patience might be two or three quarters, but they probably need a couple of years to really work through some of these issues that are strategic pivots.” Likewise, in a recent analyst note, Biraj Borkhataria of RBC Capital Markets, said BP’s debt profile, including remaining liabilities from the 2010 Deepwater Horizon tragedy, represent a “poisoned chalice for an acquirer.” “The deal looks dilutive to most of Shell’s key metrics, and we do not see the core strategic rationale for the combination,” Borkhataria added. “With Shell management having consistently communicated strategic priorities to the market since early 2023, the deal would also serve to contradict much of the commentary and potentially undermine credibility with its investor base. Shell would be much better served to continue with its plan and keep M&A smaller and more focused.” This story was originally featured on Fortune.com View Comments |
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| 26.06.25 16:06:01 | European Equities Close Mixed in Thursday Trading; Shell Denies Intent to Bid for BP | |
| European stock markets closed mixed in Thursday trading as the Stoxx Europe 600 gained 0.09%, German PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in |
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| 26.06.25 15:04:05 | SLB’s OneSubsea secures EPC contract for Northern Lights project | |
| OneSubsea, a joint venture of global technology company SLB, has secured an engineering, procurement and construction (EPC) contract from Equinor for phase two of the Northern Lights carbon capture and storage (CCS) project offshore Norway. This contract signifies a major step in the project following the final investment decision (FID) by Northern Lights' owners – TotalEnergies, Shell and Equinor – and a commercial agreement with an end-use customer. The contract awarded to SLB OneSubsea includes the engineering and construction of two new satellite subsea CO₂ injection systems with associated tie-in equipment. Project work has already begun, with the initial deliveries anticipated in 2026. This contract comes after the successful completion and delivery of two subsea injection systems for the project's first phase in 2023. The Northern Lights project, part of the world's first open-source, full-scale value chain for CO₂ capture, transport and storage services, is set to expand its capacity from 1.5 million tonnes (mt) to a minimum of 5mt of CO₂ per year with phase two. The project's growth is also supported by a grant from the Connecting Europe Facility for Energy funding scheme. SLB OneSubsea CEO Mads Hjelmeland said: “Equinor’s enduring commitment to subsea standardisation is now yielding substantial benefits across new offshore value chains, including CO₂ storage. By utilising standardised components, we achieve reduced risk and economies of scale, which enhance both traditional and innovative subsea projects. “The Northern Lights project is pivotal for Europe’s path toward net-zero emissions, and it is well aligned with our own strategy to expand the frontiers of subsea for a sustainable energy future.” In May 2025, the Northern Lights project received all necessary permits to inject and store CO₂ in the Aurora CCS licence in the North Sea. With phase one development completed and fully booked, the project is poised to start operations in the second half of 2025, offering CO₂ storage services to industrial customers. In a related development, SLB, in partnership with Subsea 7, secured a substantial engineering, procurement, construction and installation contract from bp for the Ginger project offshore Trinidad and Tobago last month. "SLB’s OneSubsea secures EPC contract for Northern Lights project" was originally created and published by Offshore Technology, a GlobalData owned brand. The information on this site has been included in good faith for general informational purposes only. It is not intended to amount to advice on which you should rely, and we give no representation, warranty or guarantee, whether express or implied as to its accuracy or completeness. You must obtain professional or specialist advice before taking, or refraining from, any action on the basis of the content on our site. View Comments |
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| 26.06.25 14:45:20 | Shell and Equinor name their UK joint venture Adura | |
| LONDON (Reuters) -Shell's and Equinor's British joint venture, set to become the biggest oil and gas producer in the UK North Sea, will be named Adura, the companies said on Thursday. The joint venture was formed in December and is expected to increase production from around 140,000 barrels of oil equivalent per day this year, comparable with UK producer Harbour, to over 200,000 boed in the next five years. Equinor brings tax savings to Adura while Shell's larger oil and gas production offers the venture higher cash flow as it develops new fields, including the Rosebank oil project, which has become a lightning rod for climate activists in Britain. The name is a combination of Aberdeen, the centre of Britain's oil industry, and the word durability, the companies said. Shell and Equinor each hold 50% in Adura, which is expected to launch by the end of this year pending regulatory approvals. (Reporting by Shadia NasrallaEditing by Mark Potter) View Comments |
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