Shell plc posted strong Q1 2026 results with adjusted earnings of $6.9 billion, driven by operational performance amid volatile energy markets. The company announced a $3 billion share buyback program over the next three months and a 5% dividend increase to $0.3906 per share, reflecting its capital allocation strategy. Shell also completed the acquisition of ARC Resources, adding high-quality assets and boosting production growth outlook through 2030. Despite working capital challenges and geopolitical impacts, Shell maintains a resilient balance sheet and steady cash flow guidance for 2026-2028.
T. Rowe Price emphasizes the growing risk of US market concentration in a few mega-cap stocks, now making up 32% of the S&P 500. The firm points to international equities as a promising alternative, noting they trade at a 23% forward P/E discount and...
The iShares Core MSCI EAFE ETF (IEFA) has risen 8% year-to-date and 22% over the past year, driven mainly by a weaker US dollar rather than earnings growth abroad. The fund tracks developed markets outside North America, with major holdings in Japan,...
Oil prices fell sharply from $107 to below $96 a barrel amid hopes for a peace deal in the US-Israel-Iran conflict, causing BP and Shell shares to decline. The drop followed news of a "memorandum of understanding" largely negotiated to end the war, t...
