Forum Financial Management LP raised its position in Shell plc (NYSE:SHEL – Free Report) by 28.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 40,916 shares of the energy company’s stock after purchasing an additional 9,028 shares during the quarter. Forum Financial Management LP’s holdings in Shell were worth $2,563,000 as of its most recent SEC filing.
Other institutional investors and hedge funds have also bought and sold shares of the company. MSH Capital Advisors LLC bought a new stake in Shell in the fourth quarter valued at $582,000. Evergreen Capital Management LLC increased its stake in Shell by 0.9% in the 4th quarter. Evergreen Capital Management LLC now owns 218,933 shares of the energy company’s stock valued at $13,716,000 after buying an additional 1,995 shares during the last quarter. Gamco Investors INC. ET AL increased its position in shares of Shell by 3.3% during the fourth quarter. Gamco Investors INC. ET AL now owns 10,042 shares of the energy company’s stock valued at $629,000 after acquiring an additional 319 shares during the last quarter. Bridgewater Associates LP boosted its holdings in shares of Shell by 523.9% in the 4th quarter. Bridgewater Associates LP now owns 831,000 shares of the energy company’s stock worth $52,062,000 after buying an additional 697,806 shares during the last quarter. Finally, LaSalle St. Investment Advisors LLC raised its stake in shares of Shell by 17.6% in the fourth quarter. LaSalle St. Investment Advisors LLC now owns 7,973 shares of the energy company’s stock valued at $499,000 after buying an additional 1,193 shares during the period. 28.60% of the stock is currently owned by institutional investors and hedge funds.
Shell stock traded up $0.52 during midday trading on Tuesday, reaching $65.17. 5,247,626 shares of the stock traded hands, compared to its average volume of 4,301,740. The stock’s fifty day moving average is $67.27 and its 200-day moving average is $66.06. Shell plc has a 12 month low of $58.55 and a 12 month high of $74.61. The stock has a market cap of $197.06 billion, a P/E ratio of 12.98, a PEG ratio of 0.98 and a beta of 0.27. The company has a quick ratio of 1.10, a current ratio of 1.35 and a debt-to-equity ratio of 0.36.
Shell (NYSE:SHEL – Get Free Report) last issued its quarterly earnings data on Thursday, January 30th. The energy company reported $1.20 earnings per share for the quarter, missing the consensus estimate of $1.74 by ($0.54). Shell had a return on equity of 12.75% and a net margin of 5.57%. As a group, equities research analysts anticipate that Shell plc will post 7.67 EPS for the current year.
The firm also recently disclosed a quarterly dividend, which was paid on Monday, March 24th. Shareholders of record on Friday, February 14th were given a $0.716 dividend. This represents a $2.86 annualized dividend and a yield of 4.39%. The ex-dividend date of this dividend was Friday, February 14th. This is an increase from Shell’s previous quarterly dividend of $0.69. Shell’s dividend payout ratio is 56.97%.
Several research firms have weighed in on SHEL. UBS Group raised Shell from a “neutral” rating to a “buy” rating in a report on Wednesday, January 8th. TD Securities reissued a “buy” rating on shares of Shell in a research note on Friday, April 4th. Barclays restated an “overweight” rating on shares of Shell in a report on Wednesday, March 26th. Scotiabank cut their price objective on shares of Shell from $75.00 to $70.00 and set a “sector outperform” rating on the stock in a research report on Friday, April 11th. Finally, Wells Fargo & Company decreased their price objective on shares of Shell from $87.00 to $83.00 and set an “overweight” rating for the company in a report on Tuesday, April 8th. One analyst has rated the stock with a hold rating, eleven have given a buy rating and two have assigned a strong buy rating to the stock. According to MarketBeat, Shell presently has a consensus rating of “Buy” and a consensus target price of $77.73.
Check Out Our Latest Research Report on Shell
Shell plc operates as an energy and petrochemical company Europe, Asia, Oceania, Africa, the United States, and Rest of the Americas. The company operates through Integrated Gas, Upstream, Marketing, Chemicals and Products, and Renewables and Energy Solutions segments. It explores for and extracts crude oil, natural gas, and natural gas liquids; markets and transports oil and gas; produces gas-to-liquids fuels and other products; and operates upstream and midstream infrastructure to deliver gas to market.
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