Shell CEO Exceeds Expectations in Three Years of Leadership
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4d ago
0mins
Source: CNBC
- Earnings Beat: Shell has exceeded earnings expectations in five of the last eight quarters, notably reporting $5.4 billion in Q3 last year, surpassing the $5.1 billion forecast, highlighting its operational resilience amid falling oil prices.
- Share Buyback Program: The company has announced over $3 billion in share buybacks for 16 consecutive quarters, establishing itself as a best-in-class performer in capital discipline, despite the challenges posed by declining crude prices.
- Cost Control Targets: Shell raised its cost reduction target from $2-3 billion to $5-7 billion by 2028 and lowered its capital expenditure target from $22-25 billion to $20-22 billion, indicating a strong focus on maintaining financial health in a volatile market.
- Investment Enthusiasm in Nigeria: Shell's investments in Nigeria have reached $5 billion, including the Bonga North deepwater project and HI gas field, reflecting a strategic pivot towards the region that could enhance its global energy market position.
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Analyst Views on PWP
Wall Street analysts forecast PWP stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for PWP is 20.00 USD with a low forecast of 20.00 USD and a high forecast of 20.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
1 Analyst Rating
0 Buy
1 Hold
0 Sell
Hold
Current: 21.530
Low
20.00
Averages
20.00
High
20.00
Current: 21.530
Low
20.00
Averages
20.00
High
20.00
About PWP
Perella Weinberg Partners is an independent advisory company that provides strategic and financial advice to clients across active industry sectors and international markets. Its single business segment is to provide advisory services, including advice related to strategic and financial decisions, mergers and acquisitions execution, shareholder engagement advisory, financing and capital solutions advice, with a focus on restructuring and liability management, capital markets advisory, and private capital placement, as well as specialized underwriting and research services for the energy and related industries. Its range of global clients includes large public multinational corporations, mid-sized public and private companies, financial sponsors, individual entrepreneurs, private and institutional investors, creditor committees and government institutions. Its areas of industry focus include consumer and retail, energy & energy transition, financial services & fintech, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Robust Shareholder Returns: In 2025, the company returned over $163 million to equity holders through dividends, RSU settlements, and share repurchases, retiring 6.5 million shares, reflecting strong capital management practices.
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- Consistent Dividend Record: The company has now announced a $0.07 dividend for nineteen consecutive quarters, indicating consistency and stability in its dividend policy, which enhances investor confidence in its financial health.
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- Share Buyback Program: The company has announced over $3 billion in share buybacks for 16 consecutive quarters, establishing itself as a best-in-class performer in capital discipline, despite the challenges posed by declining crude prices.
- Cost Control Targets: Shell raised its cost reduction target from $2-3 billion to $5-7 billion by 2028 and lowered its capital expenditure target from $22-25 billion to $20-22 billion, indicating a strong focus on maintaining financial health in a volatile market.
- Investment Enthusiasm in Nigeria: Shell's investments in Nigeria have reached $5 billion, including the Bonga North deepwater project and HI gas field, reflecting a strategic pivot towards the region that could enhance its global energy market position.
See More
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- Trade Relationship Review: In 2015, then-Chancellor Osborne predicted UK exports to China would exceed £30 billion, yet actual exports in 2020 were only £14.5 billion, a 39% drop from 2019, highlighting the significant impact of Brexit and the pandemic on trade.
- High-Level Visit Context: Starmer's trip marks the first visit by a UK Prime Minister since Theresa May eight years ago, aiming to reset relations with China and attract more investment to support the UK's economic recovery.
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- Tariff Risks: Prime Minister Starmer emphasized he does not support retaliatory tariffs in response to Trump's threats against eight European countries, highlighting the importance of maintaining ties with the US, despite potential domestic criticism.
- Economic Dependence: In 2024, UK goods exports to the US totaled $68.2 billion, with the automotive sector alone accounting for £10 billion ($13.4 billion), underscoring the UK's significant economic reliance on the US market.
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