Shell plc

Informe acción LSE:SHEL

Capitalización de mercado: UK£177.6b

Shell Dividendos y recompras

Dividendo controles de criterios 3/6

Shell es una empresa que paga dividendos con una rentabilidad actual de 3.67% que está bien cubierta por los beneficios. La próxima fecha de pago es en 29th June, 2026 con una fecha ex dividendo de 21st May, 2026.

Información clave

3.7%

Rentabilidad por dividendo

6.2%

Rendimiento de la recompra

Rendimiento total para el accionista9.9%
Rendimiento futuro de los dividendos3.9%
Crecimiento de los dividendos-5.4%
Próxima fecha de pago de dividendos29 Jun 26
Fecha ex dividendo21 May 26
Dividendo por acciónn/a
Ratio de pago46%

Últimas actualizaciones de dividendos y recompras

Recent updates

Actualización de narrativa Jun 07

SHEL: Future Returns Will Reflect ARC Deal And Middle East Risk

Shell's analyst price target edges higher to about £39 from about £38, as analysts factor the ARC Resources acquisition, revised commodity assumptions, and updated earnings and cash flow estimates into their models. Analyst Commentary Recent research points to a mixed but generally constructive reassessment of Shell, with several firms adjusting price targets and ratings as they update models for the ARC Resources acquisition and revised commodity assumptions.
Actualización de narrativa May 21

SHEL: Future Returns Will Reflect Middle East Risk Driven Cash Flows

Shell's analyst fair value estimate has increased by about £1.15 per share as analysts factor in higher cash flow expectations, modestly stronger revenue and margins, and updated P/E assumptions following recent price target changes and views on the ARC Resources deal. Analyst Commentary Recent research on Shell presents a mixed picture, with a cluster of higher price targets and rating upgrades sitting alongside fresh downgrades and trimmed targets.
Actualización de narrativa May 03

SHEL: Future Returns Will Reflect Middle East Risk Driven Cash Flows

Shell's analyst price target has been adjusted slightly lower to £37.02 from £37.17, as analysts weigh mixed rating actions and price target changes against updated assumptions for margins and future P/E levels. Analyst Commentary Recent research on Shell shows a split tape, with several firms lifting price targets while others turn more cautious or trim estimates.
Actualización de narrativa Apr 18

SHEL: Future Returns Will Reflect Middle East Supply Risk Premiums

Shell’s analyst fair value estimate has been revised higher from £34.65 to £37.17, as analysts factor in updated commodity price assumptions, refined revenue growth expectations, and slightly higher margin and P/E inputs following a mix of recent target hikes and downgrades across the Street. Analyst Commentary Recent research on Shell has been active, with several firms revising price targets and a mix of upgrades and downgrades.
Nueva narrativa Apr 15

Deepwater And LNG Expansion Will Reshape Earnings Power Over The Next Decade

Catalysts About Shell Shell is a large integrated energy company involved in oil and gas production, liquefied natural gas, refining, chemicals, power and low carbon energy solutions. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa Apr 02

SHEL: Future Returns Will Reflect LNG Disruptions And Middle East Supply Risks

Shell's updated analyst price target has moved higher to £34.65 from £32.62, as analysts factor in revised oil and gas price assumptions, tighter projected crude balances linked to Middle East supply risks, and a slightly higher future P/E multiple, offset in part by more modest profit margin expectations. Analyst Commentary Recent research on Shell shows a mix of optimism and caution, with several firms adjusting price targets in response to commodity assumptions, geopolitical risks and company specific execution.
Nueva narrativa Apr 01

LNG Expansion And Aggressive Buybacks Will Increase Risk To Future Earnings Quality

Catalysts About Shell Shell is a large integrated energy company engaged in exploration, production, LNG, refining, chemicals, marketing and low carbon energy solutions. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa Mar 18

SHEL: Future Returns Will Reflect LNG Exposure And Geopolitical Supply Risks

Shell's analyst price target has risen in the model as fair value moved from £31.76 to £32.62, with analysts pointing to higher oil and gas price forecasts, tighter expected crude balances, and LNG growth assumptions as key drivers behind recent upward target revisions across the stock. Analyst Commentary Recent research paints a mixed picture for Shell, with several price target increases alongside a few trims and a downgrade.
Actualización de narrativa Mar 04

SHEL: Future Returns Will Balance LNG Expansion With Cost Discipline And Asset Sales

Our analyst fair value estimate for Shell edges up from £30.96 to £31.76. This reflects a series of higher Street price targets in the £2,950 to £3,600 range, as analysts point to valuation support for integrated energy names and company specific drivers such as cost discipline, higher shareholder returns and LNG growth expectations.
Actualización de narrativa Feb 18

SHEL: Future Returns Will Balance LNG Ambitions With Refining And Asset Sales

Analysts have trimmed their average price target for Shell by about £0.07. This reflects slightly higher discount rate assumptions, a modestly lower fair value estimate, and updated views on growth, margins and future P/E after a mix of recent target cuts, raises and rating changes across the Street.
Actualización de narrativa Jan 22

SHEL: Future Returns Will Reflect LNG Strength And Refining Cash Generation

Our Shell fair value estimate edges up to €31.04 from €31.03 as analysts lift price targets across US dollar and GBp lines, pointing to expectations for resilient refining conditions, disciplined capital allocation and LNG driven growth targets, even as views on crude and valuation remain mixed. Analyst Commentary Bullish Takeaways Bullish analysts lifting US dollar and GBp targets point to confidence in Shell's ability to keep capital allocation disciplined, with a focus on cost control and shareholder returns that they view as supportive for equity value.
Actualización de narrativa Jan 08

SHEL: Future Returns Will Reflect Resilient Cash Flow And Shareholder Distributions

Our updated view on Shell reflects a small trim in fair value to €31.03 from €31.31, as analysts balance slightly softer growth and margin assumptions with higher price targets associated with resilient cash generation, tighter refining conditions, and a more disciplined focus on costs and shareholder returns. Analyst Commentary Street research on Shell is mixed, with several price target increases reflecting confidence in execution and cash generation, while a few more cautious voices highlight valuation and medium term growth constraints.
Artículo de análisis Jan 06

Shell (LON:SHEL) Has A Pretty Healthy Balance Sheet

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Actualización de narrativa Dec 19

SHEL: Future Returns Will Reflect Free Cash Flow Amid Buyback Funding Debate

Shell's analyst price target has edged lower by approximately $0.12, as analysts weigh still resilient free cash flow and recent target hikes against valuation concerns following the year-to-date rally, as well as medium-term growth and resource replenishment challenges. Analyst Commentary Recent Street research reflects a nuanced view on Shell, with a mix of target price increases and rating downgrades as the stock reprices higher and investors reassess medium term growth and capital return risks.
Actualización de narrativa Dec 05

SHEL: Future Returns Will Reflect Resilient Free Cash Flow Amid Capital Allocation Debate

Shell's analyst price target is nudged lower, with fair value edging down from about $31.78 to $31.43 per share. Analysts are balancing recent target hikes, which cite resilient free cash flow and strong positioning, against fresh downgrades that flag a less compelling valuation, slower medium term growth, and concerns over capital allocation.
Actualización de narrativa Nov 21

SHEL: Future Returns Will Reflect Resilient Cash Flow Amid Energy Sector Volatility

Shell's analyst price target has been raised, with new targets ranging as high as $91. Analysts point to resilient free cash flow, steady growth, and ongoing cost reductions as supporting factors for the upward revision of Shell’s valuation.
Actualización de narrativa Nov 06

SHEL: Future Performance Will Reflect Capital Returns and Energy Sector Uncertainties

Shell's analyst price target has increased from $80 to $82. Analysts cite stronger-than-expected operational and trading performance, improved profit margins, and a lower discount rate, which are supporting upward revisions in fair value estimates.
Artículo de análisis Nov 02

Shell plc Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Last week saw the newest third-quarter earnings release from Shell plc ( LON:SHEL ), an important milestone in the...
Actualización de narrativa Oct 23

Analysts Weigh In on Shell Amid Mixed Outlook and Updated Valuation Targets

Shell's analyst price target saw a modest increase to $91 from $80, as analysts cite stronger-than-expected recent results and a continued focus on capital returns. This comes despite softer demand indicators and cash flow considerations.
Actualización de narrativa Oct 09

LNG Investments And Cost Cuts Will Support Future Energy Resilience

Shell's analyst price target has increased modestly to $87 from $82, as analysts cite stronger-than-expected Q3 performance and robust underlying operations as key drivers for the upward revision. Analyst Commentary Recent Street research reveals a mix of optimism and caution regarding Shell’s outlook, as analysts assess the company’s operational momentum, balance sheet decisions, and capital allocation strategies following the latest quarterly updates.
Actualización de narrativa Sep 25

LNG Investments And Cost Cuts Will Support Future Energy Resilience

Shell’s price target has edged up to £30.50 as analysts remain broadly supportive, citing strong growth prospects and a favorable refining outlook despite some concerns about near-term momentum. Analyst Commentary Bullish analysts cited Shell's distinctive mix of growth, resource depth, and sustainable shareholder returns, with medium-term refining outlook becoming increasingly favorable.
Actualización de narrativa Sep 10

LNG Investments And Cost Cuts Will Support Future Energy Resilience

Shell’s consensus price target was slightly reduced to £30.10 as bullish sentiment on strong Q2 results and sector tailwinds was tempered by concerns over near-term momentum, resulting in minor downward revisions rather than a fundamental change in outlook. Analyst Commentary Bullish analysts highlight Shell’s robust second quarter results, emphasizing the company’s distinctive growth prospects, deep resource base, and commitment to sustainable shareholder returns.
Artículo de análisis Sep 09

Is Shell (LON:SHEL) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Artículo de análisis Aug 07

Shell's (LON:SHEL) Soft Earnings Don't Show The Whole Picture

LSE:SHEL 1 Year Share Price vs Fair Value Explore Shell's Fair Values from the Community and select yours Soft earnings...
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Nueva narrativa Mar 18

AI And Robotics Adoption Will Improve Long-Term Operational Performance

New technologies enhancing safety and efficiency may lead to improved long-term performance and higher net margins.

Estabilidad y crecimiento de los pagos

Obteniendo datos sobre dividendos

Dividendo estable: El pago de dividendos de SHEL ha sido volátil en los últimos 10 años.

Dividendo creciente: El pago de dividendos de SHEL ha disminuido en los últimos 10 años.


Rentabilidad por dividendo vs. Mercado

Rentabilidad por dividendo de Shell vs. Mercado
¿Cómo se compara la rentabilidad por dividendo de SHEL con la del mercado?
SegmentoRentabilidad por dividendo
Empresa (SHEL)3.7%
Suelo de mercado 25% (GB)2.2%
Techo de mercado 25% (GB)5.7%
Media de la industria (Oil and Gas)4.1%
Analista de previsiones (SHEL) (hasta 3 años)3.9%

Dividendo destacado: El dividendo de SHEL(3.67%) es más alto que el 25% inferior de los pagadores de dividendos del mercado UK (2.22%).

Alto dividendo: El (3.67%) del dividendo de SHEL es bajo en comparación con el 25% de los principales pagadores de dividendos del mercado UK (5.73%).


Pago de beneficios a los accionistas

Cobertura de los beneficios: Con su razonablemente bajo ratio de pago (45.7%), los pagos de dividendos de SHEL están bien cubiertos por los beneficios.


Pago en efectivo a los accionistas

Cobertura de flujo de caja: Con su razonablemente bajo ratio de pago en efectivo (42.1%), los pagos de dividendos de SHEL están bien cubiertos por los flujos de caja.


Descubre empresas que pagan buenos dividendos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/09 10:25
Precio de las acciones al final del día2026/06/09 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Shell plc está cubierta por 53 analistas. 18 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
John EadeArgus Research Company
Alejandro VigilBanco Santander
Lucy HaskinsBarclays