SHELL PLC Stock Price, News & Analysis

SHELL (SHEL) announced PDMR transactions dated October 31, 2025. CEO Wael Sawan elected to join a Dividend Reinvestment Plan (DRIP) and held 374,808.246425 ordinary shares in a Computershare Share Plan Account as at that date. Chief Legal Officer Philippa Bounds disposed of 5,973 ordinary shares on October 31, 2025 at a price of £28.34 per share for a total of £169,274.82. Transactions were reported under EU/UK market abuse rules; Sawan's DRIP participation was outside a trading venue and Bounds' sale occurred in London.

Shell plc (SHEL) commenced any-and-all exchange offers on November 3, 2025 to exchange six series of USD notes issued by Shell International Finance B.V. and BG Energy Capital plc for like-tenor, dollar-denominated new notes to be issued by Shell Finance US and fully guaranteed by Shell.

The offers cover an aggregate of $8.4 billion outstanding across six series, keep the same coupons and maturities, include a $30 per $1,000 early participation premium, and pay $1.00 cash per $1,000 tendered. Key dates: Early Participation Deadline Nov 17, 2025, Expiration Dec 3, 2025, expected Settlement Dec 8, 2025. Each series requires a $500 million minimum new-notes issuance to be accepted.

Shell (SHEL) announced on 31 October 2025 that it purchased shares for cancellation under its existing buy-back programme. The Company bought 728,189 shares on the LSE at a volume‑weighted average price of GBP 28.4703 and 728,735 shares on XAMS at a volume‑weighted average price of EUR 32.4249, both on 31/10/2025.

The purchases form part of the on‑ and off‑market limbs of the programme running from 30 October 2025 to 30 January 2026, with Merrill Lynch International making trading decisions independently under pre‑set parameters. The programme is conducted under UK MAR and related regulations.

Shell plc (SHEL) reports its total voting rights and capital as at 31 October 2025. The company has 5,779,685,977 ordinary shares of €0.07 each and holds no shares in treasury. Shareholders may use 5,779,685,977 as the denominator to determine notification requirements under the FCA Disclosure Guidance and Transparency Rules (DTR). The figure includes shares purchased under Shell's share buy-back programme that have not yet been cancelled. This announcement is made pursuant to DTR 5.6.1. LEI: 21380068P1DRHMJ8KU70.

Shell plc (SHEL) announces it purchased and cancelled shares under its existing buy-back programme on 30 October 2025. Aggregated trades show 622,697 shares purchased on LSE at a volume-weighted average price of £28.8174 and 744,460 shares purchased on XAMS at a volume-weighted average price of €32.8038. No fills were recorded for Chi-X, BATS, CBOE DXE or TQEX on that date.

The purchases form part of the on- and off-market limbs of the company’s previously announced buy-back programme, with Merrill Lynch International making independent trading decisions for the period 30 October 2025 to 30 January 2026. Transactions were conducted in accordance with applicable UK MAR and EU MAR rules.

Shell (SHEL) published its 2026 quarterly interim dividend timetable on October 30, 2025, listing announcement, ex-dividend, record, currency-election, pounds/euro equivalent announcement, and payment dates for each quarter.

Key 2026 dates: Announcement on Feb 5, May 7, Jul 30, Oct 29; Ex-dividend for ordinary shares on Feb 19, May 21, Aug 13, Nov 12; Record and payment dates from Feb–Dec 2026. The release notes variation in currency-election deadlines for shares held via Euroclear Nederland and directs shareholders to contact intermediaries and www.shell.com/dividend for details.

Shell (SHEL) has commenced a $3.5 billion share buyback programme announced on October 30, 2025. The programme covers an aggregate contract term of about three months and is intended, subject to market conditions, to be completed before the Company’s Q4 2025 results announcement.

Repurchased shares will be cancelled. The programme uses two irrevocable, non-discretionary contracts with a single broker split equally between London and Netherlands markets, each with a $1.75 billion maximum. The maximum number of shares purchasable across both contracts is 500,000,000, the remaining authority from the 2025 AGM. Purchases will follow applicable UK/EU market-abuse rules.

Shell (SHEL) announced a Q3 2025 interim dividend of US$0.358 per ordinary share (GB00BP6MXD84) and US$0.716 per ADS (each ADS = 2 ordinary shares). Shareholders may elect payment in US dollars, euros or pounds sterling; sterling and euro equivalents will be announced on 8 December 2025. Key dates: announcement 30 October 2025, ex-dividend dates 13–14 Nov 2025, record date 14 Nov 2025, currency election closes 28 Nov 2025 (11:00am GMT), payment date 18 Dec 2025. DRIP options are available through specified providers.

Shell (SHEL) reported Adjusted Earnings of $5.4 billion and cash from operations (CFFO) of $12.2 billion for Q3 2025, driven by record Brazil production and 20‑year highs in the Gulf of America. The company is commencing $3.5 billion of share buybacks for the next three months (its 16th consecutive quarter ≥ $3 billion). Net debt fell to $41.2 billion and free cash flow was $10.0 billion in Q3 2025. Marketing and trading/optimisation materially supported results. Shell provided Q4 2025 production and volume outlook ranges and noted upcoming investor dates for Q4 2025 results and 2026 dividends.