Shell PLC's Dividend Analysis

In This Article:

Delving into the Dividend Details of Shell PLC

Shell PLC (NYSE:SHEL) recently announced a dividend of $0.66 per share, payable on 2023-12-20, with the ex-dividend date set for 2023-11-16. As investors look forward to this upcoming payment, the spotlight also shines on the company's dividend history, yield, and growth rates. Using the data from GuruFocus, let's look into Shell PLC's dividend performance and assess its sustainability.

What Does Shell PLC Do?

Shell is an integrated oil and gas company that explores for, produces, and refines oil around the world. In 2022, it produced 1.5 million barrels of liquids and 7.9 billion cubic feet of natural gas per day. At year-end 2022, reserves stood at 9.4 billion barrels of oil equivalent, 50% of which consisted of liquids. Its production and reserves are in Europe, Asia, Oceania, Africa, and North and South America. The company operates refineries with capacity of 1.7 mmb/d located in the Americas, Asia, Africa, and Europe and sells 12 million tons per year of chemicals. Its largest chemical plants, often integrated with its local refinaries, are in Central Europe, China, Singapore, and North America.

Shell PLC's Dividend Analysis
Shell PLC's Dividend Analysis

A Glimpse at Shell PLC's Dividend History

Shell PLC has maintained a consistent dividend payment record since 1985. Dividends are currently distributed on a quarterly basis. Below is a chart showing annual Dividends Per Share for tracking historical trends.

Shell PLC's Dividend Analysis
Shell PLC's Dividend Analysis

Breaking Down Shell PLC's Dividend Yield and Growth

As of today, Shell PLC currently has a 12-month trailing dividend yield of 3.47% and a 12-month forward dividend yield of 4.00%. This suggests an expectation of increased dividend payments over the next 12 months. Over the past three years, Shell PLC's annual dividend growth rate was -16.90%. Extended to a five-year horizon, this rate increased to -16.00% per year. And over the past decade, Shell PLC's annual dividends per share growth rate stands at -4.40%. Based on Shell PLC's dividend yield and five-year growth rate, the 5-year yield on cost of Shell PLC stock as of today is approximately 1.45%.

Shell PLC's Dividend Analysis
Shell PLC's Dividend Analysis

The Sustainability Question: Payout Ratio and Profitability

To assess the sustainability of the dividend, one needs to evaluate the company's payout ratio. The dividend payout ratio provides insights into the portion of earnings the company distributes as dividends. A lower ratio suggests that the company retains a significant part of its earnings, thereby ensuring the availability of funds for future growth and unexpected downturns. As of 2023-09-30, Shell PLC's dividend payout ratio is 0.27.