Shell plc ( SHEL ) just released its Q4 & full-year results for 2025, and they are less than stellar. Its upstream segment in particular has been struggling, in part due to lower oil & gas prices. Its dependence on the mostly unprofitable renewable energy segment continuesAnalyst’s Disclosure: I/we have a beneficial long position in the shares of EQNR, SU, LNG either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving comp ...

Shell Plc downgraded after soft trading update Proactive uses images sourced from Shutterstock RBC Capital Markets has downgraded Shell PLC to 'Sector Perform' from 'Outperform', citing mounting concerns over the energy major's resource depth and what the bank calls a rare "double miss" on earnings. The investment bank cut its price target to 3,200p from 3,600p, implying roughly 12% upside from current levels. Analyst Biraj Borkhataria argues Shell delivered a soft trading update that triggered earnings ...

Key Takeaways Shell posted Q4 EPS of $1.14, missing estimates as oil prices fell and tax adjustments hurt results.Shell's upstream profit slipped as liquids and gas prices dropped, despite higher overall production volumes.Shell returned cash via buybacks and dividends, but operating and free cash flow declined year over year.Europe’s largest oil company, Shell plc (SHEL) , reported fourth-quarter 2025 earnings per ADS (on a current cost of supplies basis, excluding items — the market’s preferred measure) o ...

Core Viewpoint - Shell has selected PricewaterhouseCoopers (PwC) as its new auditor, set to replace EY starting in 2027 following a tender process [1] Group 1 - Shell's decision to appoint PwC comes after a competitive tender process [1] - PwC will take over the auditing responsibilities from EY in 2027 [1]

Core Viewpoint - Shell will halt new investments in Kazakhstan due to ongoing legal disputes initiated by the government against the company and other international firms regarding cost disagreements [1] Group 1: Company Actions - Shell's CEO Wael Sawan announced the decision to pause new investments in Kazakhstan [1] - The legal proceedings involve cost disputes that have raised concerns for Shell and other international companies operating in the region [1] Group 2: Industry Implications - The halt in investments may impact the overall oil and gas sector in Kazakhstan, potentially affecting future production and revenue [1] - Ongoing legal challenges could deter other international companies from entering or expanding in the Kazakh market [1]

这一背景很重要，因为壳牌本周公布的最新财务数据显示，尽管该公司一直在奖励投资者，但该公司仍 面临压力。壳牌报告称，2025年第四季度调整后的收益约为33亿美元，低于前几个季度，并低于一些分 析师的预期。该公司将股息提高了约4%，并保持了35亿美元的股票回购，但净债务攀升，收益是近五 年来最疲软的，因为石油和天然气价格下跌以及化学品和产品部门的亏损对业绩造成了压力。 壳牌正在产生足够的现金来让股东满意。然而，如果没有明确的审批和回报途径，它就不足以进行大规 模的新赌注。委内瑞拉的谈判是真实的，如果它导致制裁行动，可能会很大，但这还不是板上钉钉的 事。（小晨编译） 目前尚不清楚任何交易的规模、结构或条款，壳牌的评论并不意味着最终的投资决定已经做出。首席执 行官明确表示，批准仍在等待中，换句话说，这是一个战略考虑，而不是一份签署的合同。 壳牌首席执行官Wael Sawan告诉CNBC，该公司正在积极考虑在委内瑞拉进行数十亿美元的海上天然气 投资，这些投资可能会在未来几年内开始生产，等待监管部门的批准。这些评论标志着迄今为止最明确 的公开信号之一，即壳牌正在考虑在多年的制裁和不确定性之后大举进军委内瑞拉能源资产。 潜 ...

Shell Misses Q4 Profit Expectations And This Other UK Oil Play Is In Breakout Territory | Investor's Business DailyBREAKING: [Dow Jones Tops 50,000, But Nasdaq Below Key Level]---Shell (SHEL) reported mixed fourth-quarter results, with profit missing expectations, as its chemical business and oil trading weighed on results. Meanwhile, fellow U.K. oil play BP (BP) is in a buy zone with its own Q4 earnings due Tuesday. Shell early Thursday announced fourth-quarter earnings fell 5% to $1.14 per share with reve ...

Shell is weighing investments in certain offshore natural gas opportunities in Venezuela involving investments worth a few billion dollars with production expected in the next couple of years, CEO Wae... ...

Core Insights - Shell PLC reported earnings per share of $1.14, missing analysts' expectations of $1.21, with revenue at $64.09 billion, below the forecasted $67.91 billion [1][2] Financial Performance - The recent financial outcomes indicate Shell's weakest quarterly profit in nearly five years, attributed to a decline in crude oil prices averaging around $60 per barrel and unfavorable tax adjustments [2] - Shell announced a 4% dividend increase to $0.37 per share and a $3.5 billion share buyback program, reflecting its commitment to enhancing shareholder value [3] Financial Metrics - Shell's price-to-earnings (P/E) ratio is approximately 15.77, with a price-to-sales ratio of about 0.85, indicating market valuation of its sales and cash flow [4] - The company's debt-to-equity ratio stands at 0.42, suggesting a moderate level of debt, while the current ratio of approximately 1.35 indicates its ability to meet short-term obligations [5] - Net debt increased to $45.7 billion by year-end, with gearing rising to 20.7% from 18.8% [5]

Shell has reported net income of $4.1bn, or $0.71 per diluted share, for the fourth quarter of 2025 (Q4 2025), compared to $928m, or $0.15 per diluted share, for the same period in 2024. Adjusted earnings for Q4 2025 were reported at $3.3bn, reflecting an 11% decline from the previous year and falling short of analyst expectations, which were around $3.5bn. In Q4 2025, income attributable to Shell shareholders included gains from asset disposals, primarily linked to the establishment of the Adura joint ...