Shell launches another $3.5bn buyback despite weakest profit since 2021
Shell PLC reported its lowest quarterly profit since the start of 2021 as oil prices fell, but announced a 4% dividend increase and launched another $3.5 billion share buyback programme. Adjusted earnings came in at $3.26 billion for the fourth quarter of 2025, down 40% and below analyst expectations of $3.5 billion.
Shell Keeps $3.5 Billion Buyback Despite Earnings Fall
Adjusted earnings—a closely watched metric that strips out certain commodity-price adjustments and one-time charges—fell to $3.26 billion from $5.43 billion in the preceding quarter.
Shell Keeps $3.5 Billion Buyback Despite Earnings Fall
Adjusted earnings—a closely watched metric that strips out certain commodity-price adjustments and one-time charges—fell to $3.26 billion from $5.43 billion in the preceding quarter.
Shell's fourth-quarter profit misses expectations at $3.3 billion
Shell's SHEL.L adjusted earnings, its definition of net profit, reached $3.26 billion in the fourth quarter, it said on Thursday, compared with $3.7 billion a year earlier and an average analyst estimate of $3.5 billion in a company-provided poll.
CNBC's UK Exchange newsletter: The pressure's on Shell to beat once again
Shell is reporting fourth-quarter and full-year results on Thursday. The oil major has been aggressively buying back its shares in recent years but, with earnings likely to be hit by a weaker oil price, there are questions over whether it can keep up this pace.
Subsea7 Secures a New Contract for Shell's Kaikias Waterflood Project
SUBCY lands a sizeable Kaikias Waterflood contract, handling deepwater subsea installation work in the Gulf of America.
RBC doesn't have high hopes for Shell ahead of quarterly numbers
RBC Capital Markets has a dim view of Shell PLC ahead of Thursday's fourth-quarter results, having recently downgraded the big-cap oiler to ‘Sector Perform', citing concerns over weakening portfolio depth and softer operational performance. Previewing the upcoming numbers the Canadian bank noted that Shell's January trading update flagged challenges in its upstream operations and oil trading division, offset only partially by improved refining margins.
Seeking Clues to Shell (SHEL) Q4 Earnings? A Peek Into Wall Street Projections for Key Metrics
Beyond analysts' top-and-bottom-line estimates for Shell (SHEL), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended December 2025.
Shell Q4 Earnings: Can Upstream Gains Offset Weak Spots?
SHEL's Q4 results hinge on upstream strength as marketing and chemicals segments face seasonal and structural pressure.
Shell in Talks With Nigeria for a Potential $20B Offshore Investment
SHEL plans a 2027 investment decision on Nigeria's Bonga South West deepwater field, a project that could cost up to $20B and boost offshore output.
Shell Weighs Exit From Argentina's Vaca Muerta Shale Assets
SHEL is exploring a potential sale of its Vaca Muerta shale assets as it reshapes its global portfolio amid rising interest in Argentina's energy basin.
Shell downgraded on portfolio concerns and LNG headwinds
RBC Capital Markets has downgraded Shell PLC (LSE:SHEL, NYSE:SHEL), citing growing concerns over portfolio longevity, gas exposure and the outlook for LNG trading margins. The bank said Shell has delivered well on its strategy since the 2023 capital markets day, with management focusing on capital discipline and shareholder returns, while de-emphasising renewables.
