The Sherwin-Williams Company $SHW Position Raised by Ravenstone Capital Management Inc.

Ravenstone Capital Management Inc. grew its position in shares of The Sherwin-Williams Company (NYSE:SHW) by 8.1% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 30,264 shares of the specialty chemicals company’s stock after acquiring an additional 2,256 shares during the quarter. Sherwin-Williams comprises about 4.8% of Ravenstone Capital Management Inc.’s investment portfolio, making the stock its 12th largest holding. Ravenstone Capital Management Inc.’s holdings in Sherwin-Williams were worth $9,701,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. Norges Bank acquired a new position in Sherwin-Williams during the 4th quarter valued at about $1,089,450,000. Viking Global Investors LP increased its stake in shares of Sherwin-Williams by 101.4% in the second quarter. Viking Global Investors LP now owns 1,957,750 shares of the specialty chemicals company’s stock valued at $672,213,000 after purchasing an additional 985,520 shares during the period. Balyasny Asset Management L.P. raised its holdings in shares of Sherwin-Williams by 53,827.1% during the fourth quarter. Balyasny Asset Management L.P. now owns 662,225 shares of the specialty chemicals company’s stock valued at $214,581,000 after buying an additional 660,997 shares during the last quarter. Vanguard Group Inc. raised its holdings in shares of Sherwin-Williams by 2.7% during the fourth quarter. Vanguard Group Inc. now owns 23,237,824 shares of the specialty chemicals company’s stock valued at $7,529,752,000 after buying an additional 600,119 shares during the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its position in shares of Sherwin-Williams by 34.0% during the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 2,023,949 shares of the specialty chemicals company’s stock worth $655,820,000 after buying an additional 513,126 shares during the period. Institutional investors own 77.67% of the company’s stock.

Sherwin-Williams Trading Up 0.1%

Shares of NYSE:SHW opened at $341.19 on Monday. The company has a debt-to-equity ratio of 2.16, a quick ratio of 0.46 and a current ratio of 0.73. The stock has a market capitalization of $82.83 billion, a price-to-earnings ratio of 31.45, a PEG ratio of 2.54 and a beta of 1.10. The Sherwin-Williams Company has a 1-year low of $289.86 and a 1-year high of $379.65. The company has a 50 day moving average price of $324.40 and a 200 day moving average price of $332.14.

Sherwin-Williams (NYSE:SHW) last posted its quarterly earnings results on Tuesday, July 28th. The specialty chemicals company reported $3.70 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.52 by $0.18. The company had revenue of $6.79 billion for the quarter, compared to analysts’ expectations of $6.60 billion. Sherwin-Williams had a return on equity of 67.97% and a net margin of 11.01%.The firm’s revenue was up 7.5% on a year-over-year basis. During the same quarter in the prior year, the company earned $3.38 earnings per share. Sherwin-Williams has set its FY 2026 guidance at 11.800-12.200 EPS. On average, research analysts anticipate that The Sherwin-Williams Company will post 12.08 EPS for the current fiscal year.

Sherwin-Williams Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, September 11th. Stockholders of record on Friday, August 21st will be issued a dividend of $0.80 per share. This represents a $3.20 annualized dividend and a dividend yield of 0.9%. The ex-dividend date of this dividend is Friday, August 21st. Sherwin-Williams’s dividend payout ratio is currently 29.49%.

Analysts Set New Price Targets

Several analysts have weighed in on SHW shares. BMO Capital Markets reaffirmed an “outperform” rating and set a $405.00 target price (up from $400.00) on shares of Sherwin-Williams in a research note on Wednesday. Evercore restated an “outperform” rating on shares of Sherwin-Williams in a research note on Friday, May 8th. Morgan Stanley restated an “overweight” rating and set a $395.00 price objective (up from $385.00) on shares of Sherwin-Williams in a research note on Wednesday. Royal Bank Of Canada reiterated an “outperform” rating and issued a $405.00 target price (up from $391.00) on shares of Sherwin-Williams in a research report on Wednesday, July 8th. Finally, The Goldman Sachs Group set a $420.00 target price on shares of Sherwin-Williams in a research note on Wednesday. Eight analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat, Sherwin-Williams currently has an average rating of “Moderate Buy” and a consensus price target of $384.47.

Sherwin-Williams Company Profile

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.