Compass Capital Management Inc. Takes Position in The Sherwin-Williams Company $SHW

Compass Capital Management Inc. purchased a new position in shares of The Sherwin-Williams Company (NYSE:SHW) in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 163,406 shares of the specialty chemicals company’s stock, valued at approximately $56,264,000. Sherwin-Williams makes up about 3.4% of Compass Capital Management Inc.’s holdings, making the stock its 10th largest position.

Several other institutional investors and hedge funds have also modified their holdings of SHW. Brighton Jones LLC increased its position in Sherwin-Williams by 73.6% during the 4th quarter. Brighton Jones LLC now owns 1,545 shares of the specialty chemicals company’s stock worth $525,000 after purchasing an additional 655 shares in the last quarter. Empowered Funds LLC boosted its position in Sherwin-Williams by 11.2% in the first quarter. Empowered Funds LLC now owns 6,236 shares of the specialty chemicals company’s stock valued at $2,178,000 after buying an additional 626 shares in the last quarter. Jump Financial LLC acquired a new stake in Sherwin-Williams in the second quarter valued at approximately $1,210,000. Sei Investments Co. grew its stake in shares of Sherwin-Williams by 43.6% during the second quarter. Sei Investments Co. now owns 196,915 shares of the specialty chemicals company’s stock worth $67,612,000 after buying an additional 59,831 shares during the last quarter. Finally, Glenview Trust co grew its stake in shares of Sherwin-Williams by 4.8% during the second quarter. Glenview Trust co now owns 3,249 shares of the specialty chemicals company’s stock worth $1,116,000 after buying an additional 148 shares during the last quarter. 77.67% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

A number of research analysts have recently commented on SHW shares. Citigroup reiterated a “buy” rating on shares of Sherwin-Williams in a research note on Wednesday, July 29th. Evercore restated an “outperform” rating on shares of Sherwin-Williams in a research report on Friday, May 8th. UBS Group reaffirmed a “neutral” rating and issued a $390.00 target price on shares of Sherwin-Williams in a report on Wednesday, July 29th. Bank of America dropped their target price on Sherwin-Williams from $370.00 to $365.00 and set a “neutral” rating for the company in a research report on Tuesday, April 21st. Finally, Weiss Ratings raised Sherwin-Williams from a “hold (c)” rating to a “hold (c+)” rating in a research note on Friday, July 31st. Nine investment analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $385.44.

Insider Buying and Selling

In related news, insider Karl J. Jorgenrud sold 7,886 shares of the company’s stock in a transaction that occurred on Friday, August 7th. The stock was sold at an average price of $368.30, for a total value of $2,904,413.80. Following the sale, the insider directly owned 11,944 shares in the company, valued at $4,398,975.20. This represents a 39.77% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. 0.23% of the stock is owned by insiders.

Sherwin-Williams Stock Performance

NYSE SHW opened at $358.40 on Monday. The company has a market capitalization of $87.01 billion, a price-to-earnings ratio of 33.03, a PEG ratio of 2.68 and a beta of 1.10. The company has a quick ratio of 0.46, a current ratio of 0.73 and a debt-to-equity ratio of 2.16. The Sherwin-Williams Company has a twelve month low of $289.86 and a twelve month high of $379.65. The stock has a fifty day simple moving average of $336.29 and a 200 day simple moving average of $332.78.

Sherwin-Williams (NYSE:SHW) last announced its earnings results on Tuesday, July 28th. The specialty chemicals company reported $3.70 EPS for the quarter, topping the consensus estimate of $3.52 by $0.18. Sherwin-Williams had a return on equity of 67.97% and a net margin of 11.01%.The firm had revenue of $6.79 billion for the quarter, compared to the consensus estimate of $6.60 billion. During the same period in the previous year, the business earned $3.38 EPS. The business’s quarterly revenue was up 7.5% compared to the same quarter last year. Sherwin-Williams has set its FY 2026 guidance at 11.800-12.200 EPS. Sell-side analysts expect that The Sherwin-Williams Company will post 12.08 EPS for the current year.

Sherwin-Williams Announces Dividend

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

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.