SHEL dividend analysis

SHEL dividend deep dive

Dividend snapshot for SHEL: 7.10% yield, 51% payout, $5.75 annual distribution per share. The growth track record sits at 32 consecutive years of dividend hikes.

Safety inventory on SHEL: 56/100 composite, anchored on the 56/100 Quality pillar. Watchlist band on the framework.

Hold-and-reinvest math: SHEL at 7.10% yield + 12.1% distribution growth produces 46.7% / 115.1% / 362.6% cumulative income at 5y / 10y / 20y horizons. Capital appreciation is separate.

Three sector peers anchor the SHEL comparison: KO (5.00%), PG (1.50%), PEP (2.90%). The mean peer yield is 3.13%, against 7.10% on SHEL. Use the relative position to size the income premium or discount in the thesis.

SHEL payment timeline: ex-dividend 2026-03-01, pay date 2026-03-15. The next declaration is the catalyst for the next data point on the consecutive-growth streak, which currently stands at 32 years.

Income summary on SHEL: 7.10% / 12.1% / 56. Three numbers — yield, growth, safety. The thesis hinges on whether the Quality pillar (56/100) holds through the next cycle.