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Shell plc (SHEL) has completed the acquisition of ARC Resources Ltd., an energy producer focused in British Columbia and Alberta, Canada, after receiving all required shareholder, court and regulatory approvals, with an effective date of September 2, 2026.
ARC shareholders will receive CAD $8.20 in cash plus 0.40247 Shell shares for each ARC share, implying an updated equity value of about US$13.9 billion. Shell will also assume approximately US$2.5 billion of net debt and leases, resulting in an enterprise value of about US$16.5 billion, funded by US$3.3 billion in cash and about US$10.6 billion in new Shell shares.
The acquisition adds roughly 370 kboe/d of immediate production across liquids and gas, supporting a targeted production compound annual growth rate of around 4% through 2030 compared with 2025. Shell states the transaction is expected to generate double-digit returns, strengthen long-term cash flows and be accretive to free cash flow per share from 2027.
Shell plc (SHEL) reports multiple open-market repurchases of its own shares in August 2026 under an existing share buy-back programme announced on 30 July 2026. Shares bought are to be cancelled and were executed across the London Stock Exchange, Chi-X, BATS and Euronext Amsterdam.
For example, on 3 August 2026 Shell bought 925,000 shares on the LSE at a volume-weighted average price of £33.6723 and 525,000 shares on XAMS at €39.3985. On 21 August 2026 it bought 1,300,000 shares on the LSE at a VWAP of £34.2588. Goldman Sachs International makes trading decisions independently for the programme from 30 July 2026 up to and including 23 October 2026, which is conducted in accordance with UK Listing Rules and EU/UK Market Abuse Regulation buy-back provisions.
Shell plc (SHEL) plans to issue 228,003,843 new ordinary shares of €0.07 each and has applied for their admission to trading on the Main Market of the London Stock Exchange. These New Shell Shares will be issued as part of the consideration for Shell’s acquisition of ARC Resources Ltd.
Once issued, the new shares will rank equally with all existing ordinary shares. Admission of the New Shell Shares is expected on 3 September 2026, after which they will trade alongside Shell’s current listed equity.
Shell plc (SHEL) reported transactions by Peter Costello, President, Upstream, under EU and UK market abuse rules. On August 28, 2026, he disposed of 31,786 ordinary shares in London at £33.41 per share for £1,061,970.26 and 3,214 ordinary shares in Amsterdam at €39.115 per share for €125,715.61. These disclosures relate to ordinary shares of €0.07 each and are made as required for persons discharging managerial responsibilities.
Shell plc reported that its Chief Financial Officer, Sinead Gorman, disposed of 30,000 ordinary shares of €0.07 each on July 31, 2026. The shares were sold on the London Stock Exchange at £33.686565 per share, for total proceeds of £1,010,596.95.
Shell plc reports multiple repurchases of its ordinary shares for cancellation between 15–24 and 30–31 July 2026 as part of previously announced share buy-back programmes. Daily examples include 1,567,000 shares bought on 16 July 2026 on the London Stock Exchange at a volume weighted average price of £31.5033 per share and 1,030,000 shares bought on 31 July 2026 on the London Stock Exchange at a volume weighted average price of £33.7866 per share, alongside additional purchases on Chi-X, BATS and Euronext Amsterdam, where 500,000 shares were purchased on 31 July 2026 at a volume weighted average price of €39.5819 per share.
The transactions are being executed by Goldman Sachs International, which is making trading decisions independently of Shell within pre-set parameters and under the company’s general authority to repurchase shares on- and off-market. The programmes are conducted in accordance with Chapter 9 of the UK Listing Rules, the EU and UK Market Abuse Regulations and related delegated regulations governing buy-back programmes.
Shell plc reported that its Chief Legal Officer, Philippa Bounds, disposed of 8,000 ordinary shares of €0.07 each in the company. The shares were sold at a price of £33.80 per share on 31 July 2026 on the London Stock Exchange, for a total value of £270,400.
The transaction is disclosed as a Director/PDMR shareholding in line with the requirements of the EU and UK Market Abuse Regimes.
Shell plc has announced changes to the leadership of its Audit and Risk Committee. Ann Godbehere will step down as Chair and as a member of the Audit and Risk Committee with effect from August 1, 2026, after serving for more than eight years on the committee, including seven years as its Chair. Holly Keller Koeppel, a Non-executive Director of Shell plc and current member of the Audit and Risk Committee, has been appointed as the new Chair of the committee, also effective August 1, 2026. The company states that this notification is made in accordance with UKLR 6.4.6R.
Shell plc announced an interim dividend for the second quarter of 2026 of US$0.3906 per ordinary share, equivalent to US$0.7812 per ADS since each ADS represents two ordinary shares. Shareholders can elect to receive the dividend in US dollars, euros or pounds sterling, with currency election closing at 11:00am GMT on 28 August 2026. The dividend timetable includes an ex-dividend date of 13 August 2026 for ordinary shares, 14 August 2026 for ADSs, a record date of 14 August 2026, and a payment date of 21 September 2026.
Separately, Shell is commencing a share buyback programme with an aggregate contract term of approximately three months. The programme comprises $3.000 billion of new share buybacks plus $1.232 billion of buybacks deferred from a prior programme, with all repurchased shares to be cancelled to reduce issued share capital. The company has set maximum consideration of $2.821 billion under a London contract and $1.411 billion under a Netherlands contract, and may repurchase or commit to repurchase up to 565,550,000 ordinary shares, intending, subject to market conditions, to complete the programme before the Q3 2026 results announcement.
Shell plc reported Q2 2026 income attributable to shareholders of $10,821 million and Adjusted Earnings of $9,836 million, with Adjusted EBITDA of $20,710 million. For the first half of 2026, income attributable to shareholders was $16,515 million, Adjusted Earnings $16,751 million, cash flow from operations $27,495 million and free cash flow $20,451 million. Basic earnings per share were $1.94 in Q2 and $2.94 for the half year, and dividends per share were $0.3906 for Q2 and $0.7812 for the half year. Return on average capital employed was 12.4%.
Net debt at June 30, 2026 was $41,754 million, down from $52,606 million at the end of Q1, with gearing at 18.7%. Q2 free cash flow of $17,524 million funded shareholder distributions of $5.2 billion, comprising $3.0 billion of share buybacks and $2.2 billion of cash dividends. Shell announced a new share buyback programme expected to total $4.2 billion (including $1.2 billion previously uncompleted). Since 2022, pre-tax structural cost reductions have reached $5.8 billion, including $0.7 billion delivered in the first half of 2026.
Portfolio actions included a definitive agreement to acquire ARC Resources Ltd. with an equity value of approximately $13.6 billion, the agreed sale of Gulf of Mexico interests for $1.7 billion, completion of the Jiffy Lube International sale for $1.3 billion with a long-term lubricants supply agreement, and an agreement to sell the Sprng Energy group for $1.8 billion. Renewables and Energy Solutions recorded $565 million of first-half impairment charges on renewable generation assets in Asia and Europe, and most activities in that segment were loss-making, while trading and optimisation remained profitable. Full-year 2026 cash capital expenditure is expected to be $24–$26 billion.