Euro Pacific Asset Management 13F: Cuts SHEL Stake by $157K

Euro Pacific Asset Management recently trimmed its stake in Shell plc, as revealed in its latest Form 13F filing with the SEC. The fund reduced its holdings by 1,689 shares, a 1.06% decrease, bringing its total to 158,055 shares. The value of these holdings is approximately $14.66 million, reflecting the fund's adjustments as of the reporting period.

What Changed in Euro Pacific Asset Management's Shell plc Position

Euro Pacific Asset Management decreased its investment in Shell by selling 1,689 shares, a 1.06% reduction from its previous holdings. This adjustment leaves the fund with 158,055 shares valued at about $14.66 million.

Shell plc Stock Up 12.4%

Shares of NYSE:SHEL traded near their recent levels as of Friday. Shell plc, a major player in the energy sector, boasts a market cap of $266.36 billion. The company has a P/E ratio of 10.32 and a forward P/E of 9.13, indicating investor confidence in its future earnings potential. Shell's stock has traded between $68.63 and $99.16 over the past year, with a 50-day moving average of $90.93 and a 200-day moving average of $84.46. The company maintains a current ratio of 1.44 and a quick ratio of 0.99, alongside a debt-to-equity ratio of 40.2.

Recent Earnings

Shell reported strong financial results with revenue reaching $296.60 billion, growing by 44.7%. The company achieved a net margin of 8.76% and a return on equity of 14.34%. Earnings per share stood at $9.04. Investors can look forward to the next earnings report scheduled for October 29, 2026.

Dividend

Shell offers a dividend yield of 3.31%, with an annual dividend rate of $3.12 per share. The payout ratio stands at a sustainable 32.71%, making it an attractive option for income-focused investors.

About Shell plc

Shell plc is a global energy and petrochemical company headquartered in London, United Kingdom. It operates in various segments, including Integrated Gas, Upstream, Marketing, Chemicals and Products, and Renewables and Energy Solutions. Shell explores for and extracts natural gas and crude oil, while also focusing on low-carbon energy solutions. The company is led by CEO Mr. Wael Sawan and employs around 84,000 people worldwide.

Bottom Line

Euro Pacific Asset Management's decision to slightly reduce its holdings in Shell plc reflects a minor adjustment in its investment strategy. As a significant player in the energy sector, Shell's performance and strategic direction continue to be closely monitored by investors. This 13F filing offers a snapshot of the fund's position as of the reporting period, which may have changed since then.