Shell plc

Informe acción LSE:SHEL

Capitalización de mercado: UK£186.5b

Shell Dirección

Dirección controles de criterios 2/4

El CEO de Shell es Wael Sawan , nombrado en Jan 2023, tiene una permanencia de 3.33 años. compensación anual total es $18.54M, compuesta por 11.2% salario y 88.8% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.007% de las acciones de la empresa, por valor de £13.39M. La antigüedad media del equipo directivo y de la junta directiva es de 2.8 años y 5.3 años, respectivamente.

Información clave

Wael Sawan

Chief Executive Officer (CEO)

US$18.5m

Compensación total

Porcentaje del salario del CEO11.16%
Permanencia del CEO3.3yrs
Participación del CEO0.007%
Permanencia media de la dirección2.8yrs
Promedio de permanencia en la Junta Directiva5.3yrs

Actualizaciones recientes de la dirección

Recent updates

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.

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?

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.

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?

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.

Shell plc (SHEL): Powering Through the 2026 Energy Security Scenarios

Shell plc is demonstrating remarkable resilience and strategic agility as of March 18, 2026. The stock closed today at 3,461.00p (GBP) on the London Stock Exchange, maintaining its position near a multi-year high despite a minor 0.37% daily dip.

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.

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.

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.

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.

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

Jan 06
Shell (LON:SHEL) Has A Pretty Healthy Balance Sheet

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.

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.

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.

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.

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

Nov 02
Shell plc Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

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.

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.

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.

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.

Is Shell (LON:SHEL) A Risky Investment?

Sep 09
Is Shell (LON:SHEL) A Risky Investment?

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

Aug 07
Shell's (LON:SHEL) Soft Earnings Don't Show The Whole Picture
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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.

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Wael Sawan en comparación con los beneficios de Shell?
FechaCompensación totalSalarioIngresos de la empresa
Dec 31 2025US$19mUS$2m

US$18b

Sep 30 2025n/an/a

US$15b

Jun 30 2025n/an/a

US$14b

Mar 31 2025n/an/a

US$14b

Dec 31 2024US$11mUS$2m

US$16b

Sep 30 2024n/an/a

US$16b

Jun 30 2024n/an/a

US$18b

Mar 31 2024n/an/a

US$18b

Dec 31 2023US$10mUS$2m

US$19b

Compensación vs. Mercado: La compensación total de Wael($USD18.54M) está por encima de la media de empresas de tamaño similar en el mercado UK ($USD7.22M).

Compensación vs. Ingresos: La compensación de Wael ha aumentado más de un 20% en el último año.


CEO

Wael Sawan (51 yo)

3.3yrs
Permanencia
US$18,543,332
Compensación

Mr. Wael Sawan serves as the Chief Executive Officer and Director of Shell plc (Formerly known as Royal Dutch Shell plc) since January 01, 2023. Mr. Sawan served as Upstream Director at Royal Dutch Shell p...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Wael Sawan
CEO & Director3.3yrsUS$18.54m0.0072%
£ 13.4m
Sinead Gorman
CFO & Director4.1yrsUS$11.42m0.0042%
£ 7.8m
Philippa Bounds
Chief Legal Officer2.8yrssin datossin datos
Rachel Solway
Chief Human Resources & Corporate Officer2.3yrssin datossin datos
Graham van't Hoff
Executive Vice President of Chemicals13.3yrssin datossin datos
Brian Eggleston
Executive Vice President of Finance Downstreamno datasin datossin datos
Roland Ilube
Senior Vice President of Finance Mobilityno datasin datossin datos
Cederic Cremers
President of Integrated Gasno datasin datossin datos
Ali Al-Janabi
Chairman for Kazakhstan1.7yrssin datossin datos
Peter Costello
President of Upstream4.5yrssin datossin datos
Machteld de Haan
President of Downstream1.1yrssin datossin datos
Andrew Smith
President of Trading & Supply1.1yrssin datossin datos
2.8yrs
Permanencia media
51yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de SHEL se considera experimentado (2.8 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Wael Sawan
CEO & Director3.3yrsUS$18.54m0.0072%
£ 13.4m
Sinead Gorman
CFO & Director4.1yrsUS$11.42m0.0042%
£ 7.8m
Ann Godbehere
Independent Non-Executive Director8yrsUS$310.04k0.00018%
£ 335.7k
Neil Andrew Carson
Independent Non-Executive Director6.9yrsUS$210.29k0.00029%
£ 540.8k
Catherine Hughes
Independent Non-Executive Director8.9yrsUS$296.56k0.0010%
£ 1.9m
Arie Boer
Deputy Chair & Senior Independent Director6yrsUS$316.78k0.00018%
£ 335.7k
Andrew Mackenzie
Independent Chairman of the Board5.6yrsUS$1.15m0.00066%
£ 1.2m
Cyrus Russi Taraporevala
Independent Non-Executive Director3.2yrsUS$297.91k0.00018%
£ 335.7k
Jane Lute
Independent Non-Executive Director5yrsUS$253.43k0.00013%
£ 242.4k
Abraham Schot
Independent Non-Executive Director5.6yrsUS$214.33ksin datos
Charles Roxburgh
Independent Non-Executive Director3.2yrsUS$249.38k0.000090%
£ 167.8k
Leena Srivastava
Independent Non-Executive Director3.2yrsUS$225.12ksin datos
5.3yrs
Permanencia media
65.5yo
Promedio de edad

Junta con experiencia: La junta directiva de SHEL se considera experimentada (5.3 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/01 05:08
Precio de las acciones al final del día2026/05/01 00:00
Beneficios2025/12/31
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 54 analistas. 23 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