SHELL PLC SEC Filings

Shell plc reported a management share transaction under EU and UK market abuse rules. Cederic Cremers, President, Integrated Gas, disposed of 9,000 ordinary shares of €0.07 each on May 8, 2026, at a price of €35.825 per share, for a total value of €322,425. The transaction was carried out outside a trading venue and disclosed via this Form 6-K as a standard Director/PDMR shareholding notification.

Shell plc notified the New York Stock Exchange of a voluntary withdrawal of the Guarantor of 2.875% Guaranteed Notes due 2026 from listing and registration under Section 12(b). The notice cites compliance with 17 CFR 240.12d2-2(c) and Exchange procedures for voluntary withdrawal.

Shell plc notified the New York Stock Exchange of a voluntary withdrawal of the Guarantor of 2.875% Guaranteed Notes due 2026 from listing and registration under Section 12(b). The notice cites compliance with 17 CFR 240.12d2-2(c) and Exchange procedures for voluntary withdrawal.

Shell plc declared a first quarter 2026 interim dividend of US$ 0.3906 per ordinary share, with dividend equivalents of US$ 0.7812 per ADS. Shareholders can elect to receive payments in US dollars, euros or pounds sterling, with currency election closing on June 8, 2026 and payment scheduled for June 29, 2026.

Shell also announced the start of a US$ 3.0 billion share buyback programme over roughly three months. Up to 320,000,000 ordinary shares may be repurchased on London market exchanges under a non-discretionary broker contract, and all repurchased shares will be cancelled to reduce the company’s issued share capital.

Shell plc declared a first quarter 2026 interim dividend of US$ 0.3906 per ordinary share, with dividend equivalents of US$ 0.7812 per ADS. Shareholders can elect to receive payments in US dollars, euros or pounds sterling, with currency election closing on June 8, 2026 and payment scheduled for June 29, 2026.

Shell also announced the start of a US$ 3.0 billion share buyback programme over roughly three months. Up to 320,000,000 ordinary shares may be repurchased on London market exchanges under a non-discretionary broker contract, and all repurchased shares will be cancelled to reduce the company’s issued share capital.

Shell plc declared a first quarter 2026 interim dividend of US$ 0.3906 per ordinary share, with dividend equivalents of US$ 0.7812 per ADS. Shareholders can elect to receive payments in US dollars, euros or pounds sterling, with currency election closing on June 8, 2026 and payment scheduled for June 29, 2026.

Shell also announced the start of a US$ 3.0 billion share buyback programme over roughly three months. Up to 320,000,000 ordinary shares may be repurchased on London market exchanges under a non-discretionary broker contract, and all repurchased shares will be cancelled to reduce the company’s issued share capital.

Shell plc declared a first quarter 2026 interim dividend of US$ 0.3906 per ordinary share, with dividend equivalents of US$ 0.7812 per ADS. Shareholders can elect to receive payments in US dollars, euros or pounds sterling, with currency election closing on June 8, 2026 and payment scheduled for June 29, 2026.

Shell also announced the start of a US$ 3.0 billion share buyback programme over roughly three months. Up to 320,000,000 ordinary shares may be repurchased on London market exchanges under a non-discretionary broker contract, and all repurchased shares will be cancelled to reduce the company’s issued share capital.

Shell plc reported stronger first-quarter 2026 results with higher profitability and ongoing portfolio reshaping. Income attributable to shareholders was $5.7 billion, with Adjusted Earnings of $6.9 billion and Adjusted EBITDA of $17.7 billion. Revenue reached $69.7 billion. Cash flow from operations was $6.1 billion, supporting $4.2 billion of cash capital expenditure and free cash flow of $2.9 billion.

Net debt increased to $52.6 billion and gearing rose to 23.2%, reflecting $3.2 billion of share buybacks and $2.1 billion of cash dividends. ROACE was 9.9%. Shell completed a $3.5 billion buyback and launched a new $3.0 billion programme, expected to finish by the second-quarter 2026 results announcement.

Strategically, Shell agreed to acquire ARC Resources Ltd. for equity value of about $13.6 billion, paid in cash and shares, and signed a deal to sell Jiffy Lube International for $1.3 billion with a long-term lubricants supply agreement. Management expects 2026 cash capital expenditure of $24–$26 billion, including roughly $4 billion related to ARC.

Shell plc reported stronger first-quarter 2026 results with higher profitability and ongoing portfolio reshaping. Income attributable to shareholders was $5.7 billion, with Adjusted Earnings of $6.9 billion and Adjusted EBITDA of $17.7 billion. Revenue reached $69.7 billion. Cash flow from operations was $6.1 billion, supporting $4.2 billion of cash capital expenditure and free cash flow of $2.9 billion.

Net debt increased to $52.6 billion and gearing rose to 23.2%, reflecting $3.2 billion of share buybacks and $2.1 billion of cash dividends. ROACE was 9.9%. Shell completed a $3.5 billion buyback and launched a new $3.0 billion programme, expected to finish by the second-quarter 2026 results announcement.

Strategically, Shell agreed to acquire ARC Resources Ltd. for equity value of about $13.6 billion, paid in cash and shares, and signed a deal to sell Jiffy Lube International for $1.3 billion with a long-term lubricants supply agreement. Management expects 2026 cash capital expenditure of $24–$26 billion, including roughly $4 billion related to ARC.

Shell plc reported stronger first-quarter 2026 results with higher profitability and ongoing portfolio reshaping. Income attributable to shareholders was $5.7 billion, with Adjusted Earnings of $6.9 billion and Adjusted EBITDA of $17.7 billion. Revenue reached $69.7 billion. Cash flow from operations was $6.1 billion, supporting $4.2 billion of cash capital expenditure and free cash flow of $2.9 billion.

Net debt increased to $52.6 billion and gearing rose to 23.2%, reflecting $3.2 billion of share buybacks and $2.1 billion of cash dividends. ROACE was 9.9%. Shell completed a $3.5 billion buyback and launched a new $3.0 billion programme, expected to finish by the second-quarter 2026 results announcement.

Strategically, Shell agreed to acquire ARC Resources Ltd. for equity value of about $13.6 billion, paid in cash and shares, and signed a deal to sell Jiffy Lube International for $1.3 billion with a long-term lubricants supply agreement. Management expects 2026 cash capital expenditure of $24–$26 billion, including roughly $4 billion related to ARC.

Shell plc reported stronger first-quarter 2026 results with higher profitability and ongoing portfolio reshaping. Income attributable to shareholders was $5.7 billion, with Adjusted Earnings of $6.9 billion and Adjusted EBITDA of $17.7 billion. Revenue reached $69.7 billion. Cash flow from operations was $6.1 billion, supporting $4.2 billion of cash capital expenditure and free cash flow of $2.9 billion.

Net debt increased to $52.6 billion and gearing rose to 23.2%, reflecting $3.2 billion of share buybacks and $2.1 billion of cash dividends. ROACE was 9.9%. Shell completed a $3.5 billion buyback and launched a new $3.0 billion programme, expected to finish by the second-quarter 2026 results announcement.

Strategically, Shell agreed to acquire ARC Resources Ltd. for equity value of about $13.6 billion, paid in cash and shares, and signed a deal to sell Jiffy Lube International for $1.3 billion with a long-term lubricants supply agreement. Management expects 2026 cash capital expenditure of $24–$26 billion, including roughly $4 billion related to ARC.

Shell plc reports a series of on- and off‑market share repurchases for cancellation carried out on multiple trading days in April 2026. The company bought its own shares on venues including the LSE, Chi‑X, BATS, XAMS, CBOE DXE and TQEX, in both GBP and EUR.

These transactions form part of Shell’s existing share buy‑back programme announced on 05 February 2026, with Morgan Stanley & Co. International Plc making trading decisions independently of Shell within pre‑set parameters and under EU MAR and UK MAR rules.

Shell plc reports a series of on- and off‑market share repurchases for cancellation carried out on multiple trading days in April 2026. The company bought its own shares on venues including the LSE, Chi‑X, BATS, XAMS, CBOE DXE and TQEX, in both GBP and EUR.

These transactions form part of Shell’s existing share buy‑back programme announced on 05 February 2026, with Morgan Stanley & Co. International Plc making trading decisions independently of Shell within pre‑set parameters and under EU MAR and UK MAR rules.

Shell plc has agreed to acquire Canadian Montney-focused producer ARC Resources Ltd. in a transaction valuing ARC at about US$16.4 billion, including roughly US$13.6 billion of equity and US$2.8 billion of net debt and leases. ARC shareholders will receive CAD 8.20 in cash plus 0.40247 Shell shares per ARC share, equating to CAD 32.80 per share, a 20% premium to ARC’s 30‑day VWAP.

The deal adds about 370 kboe/d of production immediately and lifts Shell’s projected production growth rate to 4% CAGR through 2030 versus 2025. It combines ARC’s more than 1.5 million net Montney acres with Shell’s ~440 thousand net acres and brings around 2 billion boe of proved plus probable reserves. Shell expects the acquisition to be accretive to free cash flow per share from 2027 and to deliver around $250 million of annualised synergies within a year of closing, while keeping 2027–2028 cash capex within its existing $20–22 billion range.

Shell plc has called its 2026 Annual General Meeting as a hybrid event on May 19, 2026 at 11:00 UK time, allowing both physical and virtual participation. The agenda covers approval of 2025 accounts and remuneration, appointment or reappointment of directors, and reappointment of Ernst & Young as auditor.

Shareholders will vote on renewing authorities to allot up to €131.96 million in nominal share capital, disapply pre-emption rights on a limited basis, and authorise on- and off-market share buybacks of up to 565.55 million ordinary shares. The board also seeks authority for limited political donations and expenditure. A shareholder climate-related Resolution 23 requests detailed strategy disclosure under declining oil and gas demand scenarios; the directors oppose it, arguing existing disclosures are sufficient and that embedding specific IEA scenarios would not represent good governance.

Shell plc provides an updated outlook for first-quarter 2026, highlighting mixed trends across its businesses amid increased uncertainty from the Middle East conflict. In Integrated Gas, production is expected between 880 and 920 kboe/d versus 948 kboe/d in Q4 2025, reflecting Qatari volume impacts, while LNG liquefaction volumes are guided to 7.6–8.0 MT as LNG Canada ramps up.

Upstream production is forecast at 1,760–1,860 kboe/d, slightly below Q4 2025, partly due to the Adura joint venture. Marketing adjusted earnings are expected to be significantly higher than Q1 2025. In Chemicals and Products, indicative refining margin is guided up from $14/bbl to $17/bbl, with higher refinery and chemicals utilisation and significantly stronger Trading & Optimisation than Q4 2025.

Renewables and Energy Solutions adjusted earnings are expected between $0.2 and $0.7 billion, up from adjusted $0.1 billion in Q4 2025, while Corporate adjusted earnings remain negative at a projected $(1.0) to $(0.8) billion. At group level, Q1 2026 cash flow from operations tax paid is expected at $2.0–2.8 billion and working capital movements between $(15) and $(10) billion, with non-cash net debt expected to be affected by a $3–4 billion increase in variable components of long-term shipping leases.

Shell plc provides an updated outlook for first-quarter 2026, highlighting mixed trends across its businesses amid increased uncertainty from the Middle East conflict. In Integrated Gas, production is expected between 880 and 920 kboe/d versus 948 kboe/d in Q4 2025, reflecting Qatari volume impacts, while LNG liquefaction volumes are guided to 7.6–8.0 MT as LNG Canada ramps up.

Upstream production is forecast at 1,760–1,860 kboe/d, slightly below Q4 2025, partly due to the Adura joint venture. Marketing adjusted earnings are expected to be significantly higher than Q1 2025. In Chemicals and Products, indicative refining margin is guided up from $14/bbl to $17/bbl, with higher refinery and chemicals utilisation and significantly stronger Trading & Optimisation than Q4 2025.

Renewables and Energy Solutions adjusted earnings are expected between $0.2 and $0.7 billion, up from adjusted $0.1 billion in Q4 2025, while Corporate adjusted earnings remain negative at a projected $(1.0) to $(0.8) billion. At group level, Q1 2026 cash flow from operations tax paid is expected at $2.0–2.8 billion and working capital movements between $(15) and $(10) billion, with non-cash net debt expected to be affected by a $3–4 billion increase in variable components of long-term shipping leases.

Shell plc reported that several senior executives received additional shares through dividend reinvestments connected to existing incentive awards. Following the interim dividend paid on March 30, 2026 for the fourth quarter of 2025, these Persons Discharging Managerial Responsibilities received dividend shares into their Share Plan Accounts.

Chief Executive Officer Wael Sawan acquired 2,486.44716 ordinary shares listed in Amsterdam at EUR 40.45780 and 527.92 ordinary shares in London at GBP 35.25802. Chief Financial Officer Sinead Gorman received 1,726.49108 London-listed shares at GBP 35.25802, while other business presidents and functional leaders, including the heads of Upstream, Integrated Gas, Downstream, Trading and Supply, Legal, and HR, received smaller allocations in Amsterdam, London, and New York–listed American Depository Shares.

All transactions occurred on April 1, 2026 and are described as dividend shares in respect of previously delivered bonus or vested plan shares held in a Share Plan Account, meaning they reflect automatic share-based dividend reinvestments rather than discretionary open-market purchases.

Shell plc reported that several senior executives received additional shares through dividend reinvestments connected to existing incentive awards. Following the interim dividend paid on March 30, 2026 for the fourth quarter of 2025, these Persons Discharging Managerial Responsibilities received dividend shares into their Share Plan Accounts.

Chief Executive Officer Wael Sawan acquired 2,486.44716 ordinary shares listed in Amsterdam at EUR 40.45780 and 527.92 ordinary shares in London at GBP 35.25802. Chief Financial Officer Sinead Gorman received 1,726.49108 London-listed shares at GBP 35.25802, while other business presidents and functional leaders, including the heads of Upstream, Integrated Gas, Downstream, Trading and Supply, Legal, and HR, received smaller allocations in Amsterdam, London, and New York–listed American Depository Shares.

All transactions occurred on April 1, 2026 and are described as dividend shares in respect of previously delivered bonus or vested plan shares held in a Share Plan Account, meaning they reflect automatic share-based dividend reinvestments rather than discretionary open-market purchases.

Shell plc filed a Form 6-K detailing routine executive share transactions. President, Trading and Supply Andrew Smith received a conditional award of 11,269 ordinary shares under the Shell Share Plan 2023 at a reference price of 35.93 in EUR, valued at 404,895.17. Several senior executives, including the Chief Executive Officer and Chief Financial Officer, saw 2023 Long Term Incentive Plan (LTIP) awards vest on March 4, 2026, delivering share amounts such as 295,466.00 and 175,695.15 at NIL price. The filing also records disposals of ordinary shares, including 9,000 shares sold by Chief Human Resources and Corporate Officer Rachel Solway at £31.00 and 6,000 shares sold by Chief Legal Officer Philippa Bounds at £31.07.