Rep. Josh Gottheimer Purchases Shares of Shell plc (NYSE:SHEL)

Representative Josh Gottheimer (D-New Jersey) recently bought shares of Shell plc (NYSE:SHEL). In a filing disclosed on February 10th, the Representative disclosed that they had bought between $1,001 and $15,000 in Shell stock on January 16th. The trade occurred in the Representative’s “MORGAN STANLEY – SELECT UMA ACCOUNT # 1” account.

Representative Josh Gottheimer also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Microsoft (NASDAQ:MSFT) on 1/31/2025.
• Sold $1,001 – $15,000 in shares of Arista Networks (NYSE:ANET) on 1/31/2025.
• Purchased $1,001 – $15,000 in shares of Visa (NYSE:V) on 1/31/2025.
• Purchased $1,001 – $15,000 in shares of Tesla (NASDAQ:TSLA) on 1/31/2025.
• Purchased $1,001 – $15,000 in shares of Alibaba Group (NYSE:BABA) on 1/31/2025.
• Purchased $1,001 – $15,000 in shares of Twilio (NYSE:TWLO) on 1/31/2025.
• Sold $1,001 – $15,000 in shares of ICF International (NASDAQ:ICFI) on 1/31/2025.
• Purchased $1,001 – $15,000 in shares of Mastercard (NYSE:MA) on 1/31/2025.
• Purchased $1,001 – $15,000 in shares of Visa (NYSE:V) on 1/30/2025.
• Purchased $1,001 – $15,000 in shares of 3M (NYSE:MMM) on 1/30/2025.

Shell Stock Down 1.1 %

Shares of SHEL traded down $0.73 during midday trading on Wednesday, reaching $66.66. 2,172,879 shares of the stock were exchanged, compared to its average volume of 4,226,957. The company has a market cap of $203.80 billion, a price-to-earnings ratio of 13.29, a P/E/G ratio of 0.98 and a beta of 0.54. The company has a quick ratio of 1.10, a current ratio of 1.35 and a debt-to-equity ratio of 0.36. Shell plc has a 12-month low of $60.15 and a 12-month high of $74.61. The firm has a 50 day simple moving average of $64.33 and a 200-day simple moving average of $67.03.

Shell (NYSE:SHEL) last posted its earnings results on Thursday, January 30th. The energy company reported $1.20 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.74 by ($0.54). Shell had a net margin of 5.57% and a return on equity of 12.75%. Research analysts forecast that Shell plc will post 7.46 EPS for the current year.

Shell Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, March 24th. Investors of record on Friday, February 14th will be given a dividend of $0.716 per share. This is a boost from Shell’s previous quarterly dividend of $0.69. The ex-dividend date is Friday, February 14th. This represents a $2.86 dividend on an annualized basis and a yield of 4.30%. Shell’s dividend payout ratio (DPR) is presently 54.78%.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of the company. Valley National Advisers Inc. lifted its holdings in shares of Shell by 930.2% during the 4th quarter. Valley National Advisers Inc. now owns 443 shares of the energy company’s stock worth $27,000 after acquiring an additional 400 shares during the period. CoreFirst Bank & Trust acquired a new stake in Shell during the fourth quarter valued at approximately $28,000. Fortitude Family Office LLC bought a new stake in shares of Shell in the 3rd quarter valued at approximately $30,000. Human Investing LLC acquired a new position in shares of Shell in the 4th quarter worth approximately $31,000. Finally, Valley Wealth Managers Inc. acquired a new stake in Shell in the 3rd quarter valued at $33,000. 28.60% of the stock is owned by institutional investors.

Analyst Ratings Changes

SHEL has been the subject of a number of analyst reports. UBS Group raised Shell from a “neutral” rating to a “buy” rating in a research report on Wednesday, January 8th. Morgan Stanley raised Shell from an “equal weight” rating to an “overweight” rating and upped their target price for the stock from $66.50 to $79.80 in a research report on Tuesday, January 7th. Wolfe Research raised shares of Shell from a “peer perform” rating to an “outperform” rating and set a $80.00 price target on the stock in a research report on Friday, January 3rd. Piper Sandler cut their price objective on Shell from $82.00 to $72.00 and set an “overweight” rating for the company in a research report on Thursday, December 19th. Finally, Wells Fargo & Company cut their price target on Shell from $86.00 to $82.00 and set an “overweight” rating for the company in a report on Friday, January 31st. One equities research analyst has rated the stock with a hold rating, eight have given a buy rating and three have assigned a strong buy rating to the company. According to MarketBeat, Shell presently has a consensus rating of “Buy” and an average price target of $79.11.

About Representative Gottheimer

Josh Gottheimer (Democratic Party) is a member of the U.S. House, representing New Jersey’s 5th Congressional District. He assumed office on January 3, 2017. His current term ends on January 3, 2027.

Gottheimer (Democratic Party) is running for re-election to the U.S. House to represent New Jersey’s 5th Congressional District. He declared candidacy for the 2026 election.

Gottheimer is also running for election for Governor of New Jersey. He declared candidacy for the Democratic primary scheduled on June 10, 2025.

Gottheimer attended the University of Pennsylvania for his undergraduate degree. He became a Thouron Fellow at Oxford and attended Harvard Law School. Gottheimer worked as a speech writer under former President Bill Clinton (D), assisting with two State of the Union addresses, among other projects. Before running for Congress, he worked for Microsoft as a general manager for corporate strategy.

Shell Company Profile

Shell plc operates as an energy and petrochemical company Europe, Asia, Oceania, Africa, the United States, and Rest of the Americas. The company operates through Integrated Gas, Upstream, Marketing, Chemicals and Products, and Renewables and Energy Solutions segments. It explores for and extracts crude oil, natural gas, and natural gas liquids; markets and transports oil and gas; produces gas-to-liquids fuels and other products; and operates upstream and midstream infrastructure to deliver gas to market.