Shell plc

LSE:SHEL Rapport sur les actions

Capitalisation boursière : UK£186.5b

Shell Gestion

Gestion contrôle des critères 2/4

Le PDG Shell est Wael Sawan, nommé en Jan2023, a un mandat de 3.25 ans. La rémunération annuelle totale est $ 18.54M, composée du salaire de 11.2% et des bonus 88.8%, y compris les actions et options de la société. détient directement 0.007% des actions de la société, d'une valeur de £ 13.37M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 2.8 ans et 5.2 ans.

Informations clés

Wael Sawan

Directeur général

US$18.5m

Rémunération totale

Pourcentage du salaire du PDG11.16%
Durée du mandat du directeur général3.3yrs
Propriété du PDG0.007%
Durée moyenne d'occupation des postes de direction2.8yrs
Durée moyenne du mandat des membres du conseil d'administration5.2yrs

Mises à jour récentes de la gestion

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
User avatar

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.

Analyse de la rémunération des PDG

Comment la rémunération de Wael Sawan a-t-elle évolué par rapport aux bénéfices de Shell?
DateRémunération totaleSalaireBénéfices de l'entreprise
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

Rémunération vs marché: La rémunération totale de Wael ($USD 18.54M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché UK ($USD 7.22M ).

Rémunération et revenus: La rémunération de Wael a augmenté de plus de 20 % au cours de l'année écoulée.


PDG

Wael Sawan (51 yo)

3.3yrs
Titularisation
US$18,543,332
Compensation

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...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Wael Sawan
CEO & Director3.3yrsUS$18.54m0.0072%
£ 13.4m
Sinead Gorman
CFO & Director4yrsUS$11.42m0.0042%
£ 7.8m
Philippa Bounds
Chief Legal Officer2.8yrspas de donnéespas de données
Rachel Solway
Chief Human Resources & Corporate Officer2.3yrspas de donnéespas de données
Graham van't Hoff
Executive Vice President of Chemicals13.3yrspas de donnéespas de données
Brian Eggleston
Executive Vice President of Finance Downstreamno datapas de donnéespas de données
Roland Ilube
Senior Vice President of Finance Mobilityno datapas de donnéespas de données
Cederic Cremers
President of Integrated Gasno datapas de donnéespas de données
Ali Al-Janabi
Chairman for Kazakhstan1.6yrspas de donnéespas de données
Peter Costello
President of Upstream4.4yrspas de donnéespas de données
Machteld de Haan
President of Downstream1yrpas de donnéespas de données
Andrew Smith
President of Trading & Supply1yrpas de donnéespas de données
2.8yrs
Durée moyenne de l'emploi
51yo
Âge moyen

Gestion expérimentée: L'équipe de direction de SHEL est considérée comme expérimentée (ancienneté moyenne 2.8 ans).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Wael Sawan
CEO & Director3.3yrsUS$18.54m0.0072%
£ 13.4m
Sinead Gorman
CFO & Director4yrsUS$11.42m0.0042%
£ 7.8m
Ann Godbehere
Independent Non-Executive Director7.9yrsUS$310.04k0.00018%
£ 335.7k
Neil Andrew Carson
Independent Non-Executive Director6.8yrsUS$210.29k0.00029%
£ 540.9k
Catherine Hughes
Independent Non-Executive Director8.8yrsUS$296.56k0.0010%
£ 1.9m
Arie Boer
Deputy Chair & Senior Independent Director5.9yrsUS$316.78k0.00018%
£ 335.7k
Andrew Mackenzie
Independent Chairman of the Board5.5yrsUS$1.15m0.00066%
£ 1.2m
Cyrus Russi Taraporevala
Independent Non-Executive Director3.1yrsUS$297.91k0.00018%
£ 335.7k
Jane Lute
Independent Non-Executive Director4.9yrsUS$253.43k0.00013%
£ 242.5k
Abraham Schot
Independent Non-Executive Director5.5yrsUS$214.33kpas de données
Charles Roxburgh
Independent Non-Executive Director3.1yrsUS$249.38k0.000090%
£ 167.9k
Leena Srivastava
Independent Non-Executive Director3.1yrsUS$225.12kpas de données
5.2yrs
Durée moyenne de l'emploi
65.5yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de SHEL sont considérés comme expérimentés (ancienneté moyenne 5.2 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/04/30 23:37
Cours de l'action en fin de journée2026/04/30 00:00
Les revenus2025/12/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Shell plc est couverte par 54 analystes. 23 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
John EadeArgus Research Company
Alejandro VigilBanco Santander
Lucy HaskinsBarclays