SHEL vs TS
Shell plc compared with Tenaris S.A. on yield, payout growth, payment schedule, cost and risk.
Quick take
- TS yields more today: 4.21% vs 3.28% (forward).
- TS has grown its payout faster: 23.4%/yr vs 15.1%/yr over the last 5 years.
- SHEL pays every quarter; TS pays twice a year.
- Over the last year TS delivered the higher total return: +60.7% vs +33.1% (price change plus payouts).
- SHEL raises fewer payout-risk flags on our heuristic (low vs low).
Generated from the latest data on both pages. Not a recommendation.
Side by side
| Metric | SHEL | TS |
|---|---|---|
| Share price | $95.32 | $56.94 |
| TTM yield | 3.17% | 2.11% |
| Forward yield | 3.28% | 4.21% |
| Annual payout per share | $3.1248 | $2.40 |
| Payment frequency | Quarterly | Semi-annual |
| Next ex-date | Nov 13, 2026 (est.) | Nov 24, 2026 (declared) |
| Payout ratio (earnings) | 33% | 48% |
| 1-year payout growth | +6.6% | -27.7% |
| 5-year payout CAGR | +15.1% | +23.4% |
| Consecutive years of increases | 5 years | 5 years |
| Payout consistency (last 12) | 95/100 | 40/100 |
| 1-year total return | +33.1% | +60.7% |
| 1-year price return | +29.0% | +57.3% |
| Size (market cap / AUM) | 272.8B | 28.7B |
| Years paying | 41.3 | 23.2 |
| Payout risk (heuristic) | Low | Low |
| Sector / category | Energy | Energy |
✓ marks the more favourable figure where one exists (higher yield, growth, streak, consistency, return and size; lower cost, payout ratio and risk).
$10,000 invested today
| SHEL | TS | |
|---|---|---|
| Shares | 104.9 | 175.6 |
| Income per year | $328 | $421 |
| Income per month (avg) | $27 | $35 |
At forward yields, before taxes. Model SHEL · Model TS
Next payments
| Ex-date | Pay date | Per share | Status |
|---|---|---|---|
| SHEL Nov 13, 2026 | Nov 27, 2026 | $0.7812 | Est. |
| SHEL Feb 12, 2027 | Feb 26, 2027 | $0.7812 | Est. |
| SHEL May 14, 2027 | May 28, 2027 | $0.7812 | Est. |
| TS Nov 24, 2026 | Dec 8, 2026 | $1.20 | Declared |
| TS May 25, 2027 | Jun 8, 2027 | $1.20 | Est. |
Annual payouts per share
SHELTS
Regular payments only; the current year is year to date. Per-share amounts are not directly comparable when share prices differ, so read this chart for growth trends.
FAQ
Which has the higher dividend yield, SHEL or TS?
SHEL currently has the higher trailing yield: SHEL yields 3.17% and TS yields 2.11%. Yield changes daily with price, so check the live figures above.
How often do SHEL and TS pay?
SHEL pays every quarter and TS pays twice a year. SHEL's next ex-date is Nov 13, 2026 and TS's is Nov 24, 2026.
Which has grown its dividend faster, SHEL or TS?
TS has grown its payout faster: 23.4%/yr vs 15.1%/yr over the last 5 years.
Is SHEL or TS better for income?
It depends on what you are optimising for. SHEL and TS differ in yield, growth, payment schedule and risk profile; the table above puts every metric side by side so you can weigh them for your own goals. This page is data, not advice.