Shell plc

LSE:SHEL 株式レポート

時価総額:UK£184.4b

Shell マネジメント

マネジメント 基準チェック /24

Shellの CEO はWael Sawanで、 Jan2023年に任命され、 の在任期間は 3.33年です。 の年間総報酬は$ 18.54Mで、 11.2%給与と88.8%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.007%を直接所有しており、その価値は£ 13.24M 。経営陣と取締役会の平均在任期間はそれぞれ2.8年と5.3年です。

主要情報

Wael Sawan

最高経営責任者

US$18.5m

報酬総額

CEO給与比率11.16%
CEO在任期間3.3yrs
CEOの所有権0.007%
経営陣の平均在職期間2.8yrs
取締役会の平均在任期間5.3yrs

経営陣の近況

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.

CEO報酬分析

Shell の収益と比較して、Wael Sawan の報酬はどのように変化したか?
日付総報酬給与会社業績
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

報酬と市場: Waelの 総報酬 ($USD 18.54M ) は、 UK市場 ($USD 7.22M ) の同規模の企業の平均を上回っています。

報酬と収益: Waelの報酬は過去 1 年間で 20% 以上増加しました。


CEO

Wael Sawan (51 yo)

3.3yrs
在職期間
US$18,543,332
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Wael Sawan
CEO & Director3.3yrsUS$18.54m0.0072%
£ 13.2m
Sinead Gorman
CFO & Director4.1yrsUS$11.42m0.0042%
£ 7.7m
Philippa Bounds
Chief Legal Officer2.8yrsデータなしデータなし
Rachel Solway
Chief Human Resources & Corporate Officer2.3yrsデータなしデータなし
Graham van't Hoff
Executive Vice President of Chemicals13.3yrsデータなしデータなし
Brian Eggleston
Executive Vice President of Finance Downstreamno dataデータなしデータなし
Roland Ilube
Senior Vice President of Finance Mobilityno dataデータなしデータなし
Cederic Cremers
President of Integrated Gasno dataデータなしデータなし
Ali Al-Janabi
Chairman for Kazakhstan1.7yrsデータなしデータなし
Peter Costello
President of Upstream4.5yrsデータなしデータなし
Machteld de Haan
President of Downstream1.1yrsデータなしデータなし
Andrew Smith
President of Trading & Supply1.1yrsデータなしデータなし
2.8yrs
平均在職期間
51yo
平均年齢

経験豊富な経営陣: SHELの経営陣は 経験豊富 であると考えられます ( 2.8年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Wael Sawan
CEO & Director3.3yrsUS$18.54m0.0072%
£ 13.2m
Sinead Gorman
CFO & Director4.1yrsUS$11.42m0.0042%
£ 7.7m
Ann Godbehere
Independent Non-Executive Director8yrsUS$310.04k0.00018%
£ 332.0k
Neil Andrew Carson
Independent Non-Executive Director6.9yrsUS$210.29k0.00029%
£ 534.9k
Catherine Hughes
Independent Non-Executive Director8.9yrsUS$296.56k0.0010%
£ 1.8m
Arie Boer
Deputy Chair & Senior Independent Director6yrsUS$316.78k0.00018%
£ 332.0k
Andrew Mackenzie
Independent Chairman of the Board5.6yrsUS$1.15m0.00066%
£ 1.2m
Cyrus Russi Taraporevala
Independent Non-Executive Director3.2yrsUS$297.91k0.00018%
£ 332.0k
Jane Lute
Independent Non-Executive Director5yrsUS$253.43k0.00013%
£ 239.8k
Abraham Schot
Independent Non-Executive Director5.6yrsUS$214.33kデータなし
Charles Roxburgh
Independent Non-Executive Director3.2yrsUS$249.38k0.000090%
£ 166.0k
Leena Srivastava
Independent Non-Executive Director3.2yrsUS$225.12kデータなし
5.3yrs
平均在職期間
65.5yo
平均年齢

経験豊富なボード: SHELの 取締役会経験豊富 であると考えられます ( 5.3年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/03 04:55
終値2026/05/01 00:00
収益2025/12/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Shell plc 23 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。53

アナリスト機関
John EadeArgus Research Company
Alejandro VigilBanco Santander
Lucy HaskinsBarclays