Sherwin-Williams (NYSE:SHW) Updates FY 2026 Earnings Guidance

Sherwin-Williams (NYSE:SHW) updated its FY 2026 earnings guidance on Friday. The company provided earnings per share (EPS) guidance of 11.500-11.900 for the period, compared to the consensus estimate of 12.360. The company issued revenue guidance of -.

Wall Street Analysts Forecast Growth

A number of analysts have issued reports on the company. Mizuho reduced their price objective on Sherwin-Williams from $400.00 to $390.00 and set an “outperform” rating on the stock in a research note on Thursday, December 18th. JPMorgan Chase & Co. boosted their price target on shares of Sherwin-Williams from $378.00 to $385.00 and gave the stock an “overweight” rating in a research report on Wednesday, October 29th. Bank of America decreased their price target on shares of Sherwin-Williams from $375.00 to $368.00 and set a “neutral” rating on the stock in a research note on Tuesday, October 14th. Deutsche Bank Aktiengesellschaft lowered shares of Sherwin-Williams from a “buy” rating to a “hold” rating and set a $380.00 price objective for the company. in a research report on Thursday, January 22nd. Finally, Royal Bank Of Canada set a $390.00 target price on shares of Sherwin-Williams and gave the stock an “outperform” rating in a report on Friday. Eleven analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $386.33.

Sherwin-Williams Stock Down 0.1%

Shares of NYSE SHW opened at $354.36 on Friday. Sherwin-Williams has a 1 year low of $308.84 and a 1 year high of $379.65. The firm has a 50-day simple moving average of $338.13 and a two-hundred day simple moving average of $343.86. The company has a market cap of $87.84 billion, a P/E ratio of 34.50, a PEG ratio of 5.13 and a beta of 1.26. The company has a debt-to-equity ratio of 2.03, a current ratio of 0.87 and a quick ratio of 0.52.

Sherwin-Williams (NYSE:SHW) last released its earnings results on Thursday, January 29th. The specialty chemicals company reported $2.23 EPS for the quarter, beating analysts’ consensus estimates of $2.16 by $0.07. Sherwin-Williams had a return on equity of 65.26% and a net margin of 10.90%.The firm had revenue of $5.60 billion for the quarter, compared to analysts’ expectations of $5.57 billion. During the same quarter in the prior year, the firm posted $2.09 earnings per share. The company’s quarterly revenue was up 5.6% on a year-over-year basis. Research analysts anticipate that Sherwin-Williams will post 12 earnings per share for the current year.

Key Sherwin-Williams News

Here are the key news stories impacting Sherwin-Williams this week:

• Positive Sentiment: Q4 beat and solid results — Sherwin‑Williams reported $2.23 EPS vs. $2.16 consensus and $5.60B revenue (vs. ~$5.57B est.), with year‑over‑year revenue growth and high margins; management highlighted record sales and profitability for 2025. Read More.
• Positive Sentiment: Management points to strategic growth opportunities — company signaled it is considering acquisitions as the next growth phase, which could accelerate market share, product portfolio and Syvinil integration benefits if executed well. Read More.
• Neutral Sentiment: Analyst mix: Morgan Stanley kept a Buy rating and $385 PT, highlighting medium‑term upside from share gains and synergies, while Bank of America reiterated a Hold and $370 PT citing muted near‑term catalysts — shows divergent views on upside vs. execution risk. Read More.
• Neutral Sentiment: Investor takeaways from the call/slide deck — management provided details on segment performance (Consumer Brands, Performance Coatings) and reiterated focus on margins and integration savings; these are constructive but tied to execution. Read More.
• Negative Sentiment: Below‑consensus FY‑2026 guidance and demand uncertainty — Sherwin‑Williams gave EPS guidance of roughly $11.50–$11.90 vs. consensus near $12.36 and warned housing demand is “hard to predict,” which pressured sentiment because it reduces near‑term upside visibility. Read More.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in SHW. Coldstream Capital Management Inc. grew its stake in Sherwin-Williams by 17.1% in the 3rd quarter. Coldstream Capital Management Inc. now owns 7,689 shares of the specialty chemicals company’s stock worth $2,662,000 after acquiring an additional 1,124 shares in the last quarter. Advisory Services Network LLC boosted its holdings in shares of Sherwin-Williams by 3.8% in the third quarter. Advisory Services Network LLC now owns 18,775 shares of the specialty chemicals company’s stock valued at $6,502,000 after purchasing an additional 692 shares during the period. Morningstar Investment Management LLC grew its stake in Sherwin-Williams by 756.0% in the third quarter. Morningstar Investment Management LLC now owns 22,726 shares of the specialty chemicals company’s stock worth $7,869,000 after purchasing an additional 20,071 shares in the last quarter. NewEdge Advisors LLC increased its holdings in Sherwin-Williams by 4.2% during the 3rd quarter. NewEdge Advisors LLC now owns 15,691 shares of the specialty chemicals company’s stock worth $5,433,000 after purchasing an additional 635 shares during the period. Finally, SHUTTLEWORTH & Co purchased a new position in Sherwin-Williams during the 3rd quarter worth $1,303,000. 77.67% of the stock is currently owned by institutional investors.

About Sherwin-Williams

Sherwin-Williams (NYSE: SHW) is a global manufacturer and distributor of paints, coatings and related products. Founded in 1866 and headquartered in Cleveland, Ohio, the company supplies a broad range of coatings for residential, commercial and industrial applications. Its product offering includes architectural paints and stains, industrial and protective coatings, automotive finishes, and a variety of sundry products such as primers, sealants and specialty treatments used by professionals and consumers.

The company sells through multiple channels, including a large network of company-operated retail paint stores that serve professional contractors and do-it-yourself consumers, as well as through distributors and mass retailers.