Significant Inflows Observed in ETF for DFIV, SHEL, HSBC, and B
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 18 2025
0mins
Source: NASDAQ.COM
52-Week Range of DFIV: DFIV's share price has a 52-week low of $34.28 and a high of $48.40, with the last trade recorded at $46.58.
Understanding ETFs: Exchange traded funds (ETFs) function like stocks, where investors buy and sell "units" that can be created or destroyed based on demand.
Monitoring ETF Flows: Weekly monitoring of shares outstanding helps identify ETFs with significant inflows (new units created) or outflows (units destroyed), impacting the underlying holdings.
Disclaimer: The views expressed in the article are those of the author and do not necessarily represent Nasdaq, Inc.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy SHEL?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on SHEL
Wall Street analysts forecast SHEL stock price to fall
10 Analyst Rating
5 Buy
5 Hold
0 Sell
Moderate Buy
Current: 76.570
Low
41.75
Averages
74.27
High
91.00
Current: 76.570
Low
41.75
Averages
74.27
High
91.00
About SHEL
Shell plc is an international energy company engaged in the principal aspects of the energy and petrochemical industries. The Company's segments include Integrated Gas, Upstream, Marketing, Chemicals and Products, Renewables and Energy Solutions, and Corporate. The Integrated Gas segment includes liquefied natural gas (LNG), conversion of natural gas into gas-to-liquids (GTL) fuels and other products. It includes natural gas and liquids exploration and extraction, and the operation of the upstream and midstream infrastructure. The Upstream segment includes exploration and extraction of crude oil, natural gas and natural gas liquids. It also markets and transports oil and gas and operates the infrastructure necessary to deliver them to the market. The Marketing segment comprises the Mobility, Lubricants, and Sectors & Decarbonization businesses. The Chemicals and Products segment include chemical manufacturing plants with their own marketing network, and refineries.
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.
Shell Stock Declines Ahead of Optimistic Earnings Outlook
- Stock Performance: Shell (SHEL) experienced a 1.25% decline in the latest trading session, closing at $76.57, which is less than the S&P 500's daily loss of 0.22%, indicating market caution regarding its short-term performance.
- Monthly Loss: Over the past month, Shell's stock has dropped 10.69%, significantly underperforming the Oils-Energy sector's 4.76% loss and the S&P 500's 1.21% decline, reflecting the company's relative weakness within the industry.
- Earnings Expectations: The upcoming earnings report for Shell is projected to show an EPS of $2.51, representing a 76.76% increase year-over-year, with revenue expected to reach $104.4 billion, a 57.13% rise, highlighting the company's strong profitability and growth potential.
- Analyst Ratings: Currently, Shell holds a Zacks Rank of #3 (Hold), and despite a 3.68% downward revision in EPS estimates over the past month, positive estimate revisions suggest a favorable outlook for the company's future performance, reflecting investor confidence in its prospects.
See More
TotalEnergies Sells 8.5% Stake in Marjoram Gas Field to Inpex
- Transaction Details: TotalEnergies sells its 8.5% net interest in the Marjoram gas field in Malaysia's Block 2E for $350 million (€305.68 million), marking a realization of value from this non-operated asset and optimizing its portfolio.
- Strategic Alignment: This transaction aligns with TotalEnergies' strategy to prioritize operated assets and seek growth opportunities in Malaysia, particularly in developing low-cost, low-emission projects, thereby enhancing its market position in Southeast Asia.
- Market Impact: Inpex's acquisition is expected to expand its business portfolio in Malaysia and strengthen its foundation in the country, aligning with its Vision 2035 aimed at growing its natural gas and LNG business.
- Historical Context: TotalEnergies has operated in Malaysia since 1985 and is now the third-largest gas producer in the country, holding interests in 17 offshore blocks, demonstrating its long-term commitment to the region.
See More
ARC Resources Shareholders Back Arrangement Resolution Ahead of Vote
- Shareholder Support: Independent advisory firms ISS and Glass Lewis have recommended that ARC Resources shareholders vote 'FOR' the arrangement resolution at the special meeting on July 14, 2026, reflecting confidence in the company's future and expected enhancement of shareholder returns.
- Arrangement Details: Under the arrangement agreement, ARC shareholders are entitled to receive 0.40247 of a Shell ordinary share and $8.20 in cash per ARC share, totaling $32.80 per share, representing a 27.3% premium over the unaffected trading price as of April 24, 2026, providing immediate liquidity and certainty of value for shareholders.
- Expected Synergies: The combined company is anticipated to achieve annual synergies of $250 million, which will not only strengthen its financial position but also enhance its competitive edge in the market, driving long-term growth.
- Voting Deadline: ARC shareholders are encouraged to vote 'FOR' the arrangement resolution before the proxy voting deadline of July 10, 2026, ensuring a smooth passage of the arrangement at the upcoming meeting, thereby laying a solid foundation for the company's future development.
See More
Shell Sells U.S. Gulf Deepwater Assets for $1.7B
- Transaction Overview: Shell (SHEL) announced a deal to sell certain deepwater assets in the U.S. Gulf to Talos Energy (TALO) and Ridgewood Energy for $1.7 billion in cash, with the transaction expected to close by the end of 2026, indicating Shell's strategic shift in asset optimization.
- Asset Details: The sale includes Shell's 50% non-operated working interest in the BP-operated Na Kika platform and four associated fields (Kepler, Ariel, Fourier, and Herschel), along with its 100%-owned Coulomb tieback, with an expected production of 37,000 boe/day in 2025.
- Financial Impact: Talos Energy stated its share of the consideration is $850 million, with final net cash consideration expected to be between $450 million and $500 million after interim cash flow from the effective date of July 1, 2025, reflecting a cautious outlook on future cash flows.
- Strategic Implications: Shell anticipates that these fields will not be significant contributors to its production by 2030, and this transaction not only helps Shell focus resources on more promising projects but may also improve its financial health and market performance.
See More
Shell's Global LNG Market Outlook Highlights Future Growth
- Demand Forecast: Shell anticipates that global LNG demand will resume growth in 2027, projecting a 65% increase to 700 million tonnes by 2050, despite flat demand this year due to the war-related closure of the Strait of Hormuz.
- Supply Disruption Impact: Military actions by Iran have disrupted approximately 20% of global LNG flows through the Strait of Hormuz, damaging Qatar's LNG infrastructure and potentially incapacitating 17% of its capacity for up to five years.
- U.S. Export Growth: While global demand remains flat, U.S. LNG exports reached a record 11.7 million metric tons in March, partially offsetting supply disruptions, and the commissioning of ExxonMobil's Golden Pass terminal further enhances export capacity.
- Investment Demand: Shell estimates that energy companies will need to build around 200 million tonnes of new LNG supply in the 2030s and 2040s to meet growing demand, with Shell leading investments through expansion projects in Qatar and evaluating the expansion of the LNG Canada terminal.
See More
Shell Projects Flat LNG Demand in 2026 Amid Geopolitical Tensions
- Demand Forecast: Shell anticipates that LNG demand will remain flat in 2026 compared to last year, primarily due to supply disruptions caused by the closure of the Strait of Hormuz, although growth is expected to resume in 2027 and increase by 65% by 2050.
- Supply Disruption Impact: The closure of the Strait of Hormuz has affected approximately 20% of global LNG flows, with Iranian attacks on outbound vessels leading to a sharp decline in LNG traffic, and damage to Qatar's LNG infrastructure could knock out 17% of its capacity for up to five years.
- Investment Opportunities: Shell is spearheading global LNG capacity expansion, participating in Qatar's North Field East and North Field South expansion projects, and considering approval for an expansion of the LNG Canada terminal by the end of this year, underscoring its leadership in the LNG market.
- Market Demand: Despite flat demand this year, Shell projects that global LNG demand will reach 700 million tonnes by 2050, driven mainly by emerging markets in South and Southeast Asia, indicating significant future investment potential in the LNG sector.
See More
Shell Stock Declines Ahead of Optimistic Earnings Outlook
- Stock Performance: Shell (SHEL) experienced a 1.25% decline in the latest trading session, closing at $76.57, which is less than the S&P 500's daily loss of 0.22%, indicating market caution regarding its short-term performance.
- Monthly Loss: Over the past month, Shell's stock has dropped 10.69%, significantly underperforming the Oils-Energy sector's 4.76% loss and the S&P 500's 1.21% decline, reflecting the company's relative weakness within the industry.
- Earnings Expectations: The upcoming earnings report for Shell is projected to show an EPS of $2.51, representing a 76.76% increase year-over-year, with revenue expected to reach $104.4 billion, a 57.13% rise, highlighting the company's strong profitability and growth potential.
- Analyst Ratings: Currently, Shell holds a Zacks Rank of #3 (Hold), and despite a 3.68% downward revision in EPS estimates over the past month, positive estimate revisions suggest a favorable outlook for the company's future performance, reflecting investor confidence in its prospects.
See More
TotalEnergies Sells 8.5% Stake in Marjoram Gas Field to Inpex
- Transaction Details: TotalEnergies sells its 8.5% net interest in the Marjoram gas field in Malaysia's Block 2E for $350 million (€305.68 million), marking a realization of value from this non-operated asset and optimizing its portfolio.
- Strategic Alignment: This transaction aligns with TotalEnergies' strategy to prioritize operated assets and seek growth opportunities in Malaysia, particularly in developing low-cost, low-emission projects, thereby enhancing its market position in Southeast Asia.
- Market Impact: Inpex's acquisition is expected to expand its business portfolio in Malaysia and strengthen its foundation in the country, aligning with its Vision 2035 aimed at growing its natural gas and LNG business.
- Historical Context: TotalEnergies has operated in Malaysia since 1985 and is now the third-largest gas producer in the country, holding interests in 17 offshore blocks, demonstrating its long-term commitment to the region.
See More
ARC Resources Shareholders Back Arrangement Resolution Ahead of Vote
- Shareholder Support: Independent advisory firms ISS and Glass Lewis have recommended that ARC Resources shareholders vote 'FOR' the arrangement resolution at the special meeting on July 14, 2026, reflecting confidence in the company's future and expected enhancement of shareholder returns.
- Arrangement Details: Under the arrangement agreement, ARC shareholders are entitled to receive 0.40247 of a Shell ordinary share and $8.20 in cash per ARC share, totaling $32.80 per share, representing a 27.3% premium over the unaffected trading price as of April 24, 2026, providing immediate liquidity and certainty of value for shareholders.
- Expected Synergies: The combined company is anticipated to achieve annual synergies of $250 million, which will not only strengthen its financial position but also enhance its competitive edge in the market, driving long-term growth.
- Voting Deadline: ARC shareholders are encouraged to vote 'FOR' the arrangement resolution before the proxy voting deadline of July 10, 2026, ensuring a smooth passage of the arrangement at the upcoming meeting, thereby laying a solid foundation for the company's future development.
See More
Shell Sells U.S. Gulf Deepwater Assets for $1.7B
- Transaction Overview: Shell (SHEL) announced a deal to sell certain deepwater assets in the U.S. Gulf to Talos Energy (TALO) and Ridgewood Energy for $1.7 billion in cash, with the transaction expected to close by the end of 2026, indicating Shell's strategic shift in asset optimization.
- Asset Details: The sale includes Shell's 50% non-operated working interest in the BP-operated Na Kika platform and four associated fields (Kepler, Ariel, Fourier, and Herschel), along with its 100%-owned Coulomb tieback, with an expected production of 37,000 boe/day in 2025.
- Financial Impact: Talos Energy stated its share of the consideration is $850 million, with final net cash consideration expected to be between $450 million and $500 million after interim cash flow from the effective date of July 1, 2025, reflecting a cautious outlook on future cash flows.
- Strategic Implications: Shell anticipates that these fields will not be significant contributors to its production by 2030, and this transaction not only helps Shell focus resources on more promising projects but may also improve its financial health and market performance.
See More
Shell's Global LNG Market Outlook Highlights Future Growth
- Demand Forecast: Shell anticipates that global LNG demand will resume growth in 2027, projecting a 65% increase to 700 million tonnes by 2050, despite flat demand this year due to the war-related closure of the Strait of Hormuz.
- Supply Disruption Impact: Military actions by Iran have disrupted approximately 20% of global LNG flows through the Strait of Hormuz, damaging Qatar's LNG infrastructure and potentially incapacitating 17% of its capacity for up to five years.
- U.S. Export Growth: While global demand remains flat, U.S. LNG exports reached a record 11.7 million metric tons in March, partially offsetting supply disruptions, and the commissioning of ExxonMobil's Golden Pass terminal further enhances export capacity.
- Investment Demand: Shell estimates that energy companies will need to build around 200 million tonnes of new LNG supply in the 2030s and 2040s to meet growing demand, with Shell leading investments through expansion projects in Qatar and evaluating the expansion of the LNG Canada terminal.
See More
Shell Projects Flat LNG Demand in 2026 Amid Geopolitical Tensions
- Demand Forecast: Shell anticipates that LNG demand will remain flat in 2026 compared to last year, primarily due to supply disruptions caused by the closure of the Strait of Hormuz, although growth is expected to resume in 2027 and increase by 65% by 2050.
- Supply Disruption Impact: The closure of the Strait of Hormuz has affected approximately 20% of global LNG flows, with Iranian attacks on outbound vessels leading to a sharp decline in LNG traffic, and damage to Qatar's LNG infrastructure could knock out 17% of its capacity for up to five years.
- Investment Opportunities: Shell is spearheading global LNG capacity expansion, participating in Qatar's North Field East and North Field South expansion projects, and considering approval for an expansion of the LNG Canada terminal by the end of this year, underscoring its leadership in the LNG market.
- Market Demand: Despite flat demand this year, Shell projects that global LNG demand will reach 700 million tonnes by 2050, driven mainly by emerging markets in South and Southeast Asia, indicating significant future investment potential in the LNG sector.
See More
