Shell boosts dividend and buybacks despite profit dip in Q2

Shell’s profits dip but dividend and buybacks rise, signalling confidence amid tougher oil market conditions.

Mark Rogers Mark Rogers

Shell’s (LON:SHEL) second-quarter adjusted earnings fell 32% to $4.26 billion as oil and gas prices weakened. Despite the drop, shares rose 1.7% in London after the company raised its dividend by 4.1% and announced a $3.5 billion share buyback.

Basic earnings per share increased 11% to 61 cents, but adjusted earnings per share fell 27% to 72 cents. Net debt rose to $43.2 billion, pushing gearing to 19.1% from 17%.

Shell cut costs by $0.8 billion in the first half of 2025, reaching nearly $4 billion since 2022. This is part of its plan to reduce expenses by up to $7 billion by 2028.

Revenue declined nearly 9% to $136.6 billion, but cash flow from operations was $11.9 billion, beating forecasts. The company uses this cash to boost shareholder returns while managing rising debt.

CEO Wael Sawan said operational performance remains strong despite a tougher market environment. Shell expects upstream production between 1.7 million and 1.9 million barrels of oil equivalent per day in the next quarter.