Shell 경영진
경영진 기준 점검 2/4
Shell CEO는 Wael Sawan, Jan2023 에 임명되었습니다 의 임기는 3.42 년입니다. 총 연간 보상은 $18.54M, 11.2% 급여 및 88.8% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 £22.52M 가치에 해당하는 회사 주식의 0.013% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 2.9 년과 3.8 년입니다.
핵심 정보
Wael Sawan
최고경영자
US$18.5m
총 보수
| CEO 급여 비율 | 11.16% |
| CEO 재임 기간 | 3.4yrs |
| CEO 지분 보유율 | 0.01% |
| 경영진 평균 재임 기간 | 2.9yrs |
| 이사회 평균 재임 기간 | 3.8yrs |
최근 경영진 업데이트
Recent updates
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
새로운 내러티브 • 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?내러티브 업데이트 • 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.
새로운 내러티브 • 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?내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...
새로운 내러티브 • 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.CEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$19b |
| Dec 31 2025 | US$19m | US$2m | US$18b |
| Sep 30 2025 | n/a | n/a | US$15b |
| Jun 30 2025 | n/a | n/a | US$14b |
| Mar 31 2025 | n/a | n/a | US$14b |
| Dec 31 2024 | US$11m | US$2m | US$16b |
| Sep 30 2024 | n/a | n/a | US$16b |
| Jun 30 2024 | n/a | n/a | US$18b |
| Mar 31 2024 | n/a | n/a | US$18b |
| Dec 31 2023 | US$10m | US$2m | US$19b |
보상 대 시장: Wael의 총 보수(USD18.54M)는 UK 시장에서 비슷한 규모 기업의 평균(USD7.24M)보다 높습니다.
보상과 수익: Wael의 보상은 지난 1년 동안 20% 이상 증가했습니다.
CEO
Wael Sawan (52 yo)
3.4yrs
재임 기간
US$18,543,332
보수
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...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO & Director | 3.4yrs | US$18.54m | 0.013% £ 22.5m | |
| CFO & Director | 4.2yrs | US$11.42m | 0.0073% £ 13.2m | |
| Chief Legal Officer | 2.9yrs | 데이터 없음 | 데이터 없음 | |
| Chief Human Resources & Corporate Officer | 2.4yrs | 데이터 없음 | 데이터 없음 | |
| Executive Vice President of Chemicals | 13.4yrs | 데이터 없음 | 데이터 없음 | |
| Executive Vice President of Finance Downstream | no data | 데이터 없음 | 데이터 없음 | |
| Senior Vice President of Finance Mobility | no data | 데이터 없음 | 데이터 없음 | |
| President of Integrated Gas | no data | 데이터 없음 | 데이터 없음 | |
| Chairman for Kazakhstan | 1.8yrs | 데이터 없음 | 데이터 없음 | |
| President of Upstream | 4.6yrs | 데이터 없음 | 데이터 없음 | |
| President of Downstream | 1.2yrs | 데이터 없음 | 데이터 없음 | |
| President of Trading & Supply | 1.2yrs | 데이터 없음 | 데이터 없음 |
2.9yrs
평균 재임 기간
52yo
평균 나이
경험이 풍부한 관리: SHEL의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.9 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO & Director | 3.4yrs | US$18.54m | 0.013% £ 22.5m | |
| CFO & Director | 4.2yrs | US$11.42m | 0.0073% £ 13.2m | |
| Independent Non-Executive Director | 8.1yrs | US$310.04k | 0.00018% £ 324.3k | |
| Independent Non-Executive Director | less than a year | 데이터 없음 | 데이터 없음 | |
| Deputy Chair & Senior Independent Director | 6.1yrs | US$316.78k | 0.00018% £ 324.3k | |
| Independent Chairman of the Board | 5.7yrs | US$1.15m | 0.00067% £ 1.2m | |
| Independent Non-Executive Director | 3.3yrs | US$297.91k | 0.00018% £ 324.3k | |
| Independent Non-Executive Director | 5.1yrs | US$253.43k | 0.00013% £ 234.2k | |
| Independent Non-Executive Director | 5.7yrs | US$214.33k | 데이터 없음 | |
| Independent Non-Executive Director | less than a year | 데이터 없음 | 데이터 없음 | |
| Independent Non-Executive Director | 3.3yrs | US$249.38k | 0.000090% £ 162.1k | |
| Independent Non-Executive Director | 3.3yrs | US$225.12k | 데이터 없음 |
3.8yrs
평균 재임 기간
66.5yo
평균 나이
경험이 풍부한 이사회: SHEL의 이사회는 경험이 있음으로 간주됩니다(평균 재임 3.8 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/08 12:24 |
| 종가 | 2026/06/05 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Shell plc는 53명의 분석가가 다루고 있습니다. 이 중 18명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| John Eade | Argus Research Company |
| Alejandro Vigil | Banco Santander |
| Lucy Haskins | Barclays |