Shell plc (SHELL) | News Based Sentiment Analysis

• On September 22, 2025, Shell completed the payment of its second quarter 2025 interim dividend of US$0.358 per ordinary share, initially declared on July 31, 2025. Shareholders who opted for euro or pound sterling received €0.3068 or 26.62p respectively, demonstrating a continued commitment to returning value to investors.
• Analyst sentiment towards Shell remained largely positive as of September 18, 2025, with 3 "Buy," 12 "Outperform," and 7 "Hold" ratings. The median 12-month price target was set at 3,034.89, a 16.17% increase from the last price of 2,612.50, indicating confidence in the company’s future performance.
• Shell’s stock experienced notable trading activity during September 15-19, 2025. On the LSE, the stock price moved over -1.00% to 2,610.50 on September 15th, with trading volume exceeding its daily average by +199.63% by September 19th, closing at 2,612.50.
• On Euronext Amsterdam, Shell’s stock price fluctuated around its 15-day moving average between September 15-17, 2025, moving over -1.01% to 30.35 on September 15th and ultimately trading at 30.13 as of its last trade, which is 13.57% above its 52-week low set on April 9, 2025.
• Earlier in the month, on September 8, 2025, Neil McCulloch was appointed CEO of Adura, the joint unit between Shell and Equinor, expected to produce around 140,000 barrels of oil equivalent per day, largely from Shell’s existing assets.
• Shell’s stock performance contributed to gains in the FTSE 100 on September 8, 2025, rising 0.44% alongside rising oil prices following an OPEC+ agreement.

The Investment Story: September saw Shell maintain its commitment to shareholder returns through dividend payments while experiencing positive analyst sentiment and active trading. The appointment of a new CEO for the Adura joint venture signals continued investment in North Sea oil and gas production.

What It Means for Investors: The consistent dividend payments and positive analyst outlook suggest a stable investment. Increased trading volume indicates continued investor interest, while the Adura CEO appointment reinforces Shell’s focus on oil and gas assets.

Looking Ahead: Investors should closely monitor Shell's Q3 2025 earnings release on October 30, 2025, to assess the impact of these developments. The Jackdaw gas field environmental assessment outcome will also be a key area to watch.

The Bottom Line: Shell continues to demonstrate a balanced approach, prioritizing shareholder returns and maintaining a strong position in the energy market. The company’s strategic moves and solid financial footing position it as a potentially attractive investment.