ProShare Advisors LLC boosted its holdings in The Sherwin-Williams Company (NYSE:SHW – Free Report) by 4.5% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 643,914 shares of the specialty chemicals company’s stock after purchasing an additional 27,650 shares during the quarter. ProShare Advisors LLC owned 0.27% of Sherwin-Williams worth $208,158,000 at the end of the most recent reporting period.
Other hedge funds also recently modified their holdings of the company. Blue Fin Capital Inc. grew its position in Sherwin-Williams by 3.7% in the 3rd quarter. Blue Fin Capital Inc. now owns 4,404 shares of the specialty chemicals company’s stock valued at $1,424,000 after purchasing an additional 158 shares during the period. Americana Partners LLC lifted its position in shares of Sherwin-Williams by 0.5% during the 3rd quarter. Americana Partners LLC now owns 13,695 shares of the specialty chemicals company’s stock valued at $4,427,000 after buying an additional 71 shares in the last quarter. Aprio Wealth Management LLC lifted its stake in Sherwin-Williams by 34.9% in the 3rd quarter. Aprio Wealth Management LLC now owns 1,013 shares of the specialty chemicals company’s stock worth $327,000 after purchasing an additional 262 shares in the last quarter. CFC Planning Co LLC purchased a new position in shares of Sherwin-Williams in the 3rd quarter worth approximately $4,457,000. Finally, International Assets Investment Management LLC boosted its position in Sherwin-Williams by 498.4% in the 3rd quarter. International Assets Investment Management LLC now owns 10,574 shares of the specialty chemicals company’s stock valued at $3,418,000 after buying an additional 8,807 shares during the period. Institutional investors and hedge funds own 77.67% of the company’s stock.
Trending Headlines about Sherwin-Williams
Here are the key news stories impacting Sherwin-Williams this week:
- Positive Sentiment: Third-quarter revenue increased 7.9% year over year to $6.86 billion, exceeding consensus expectations of $6.78 billion. The company also maintained profitability and narrowed its full-year adjusted EPS outlook, which can signal greater forecasting confidence. SHW Q3 deep dive: Strong revenue growth meets margin pressures and cautious outlook
- Positive Sentiment: Royal Bank of Canada kept an “outperform” rating, while Citigroup maintained a “buy” rating. Their revised price targets of $383 and $370, respectively, still imply meaningful upside from the reference price, signaling that analysts view the earnings weakness as manageable. Royal Bank of Canada Sherwin-Williams rating Citigroup Sherwin-Williams rating
- Neutral Sentiment: Sherwin-Williams narrowed its FY2026 adjusted EPS outlook range. While a narrower range may improve visibility, it also highlights that investors are focused on whether the company can stabilize earnings amid uneven demand and cost pressures. Sherwin-Williams Narrows FY26 Adj. EPS Outlook Range
- Negative Sentiment: Third-quarter EPS of $3.63 missed the $3.69 consensus estimate. Reports also point to margin pressure and a cautious outlook, raising concerns that revenue growth is not translating into equivalent earnings growth. Sherwin-Williams Shares Gap Down After Earnings Miss
- Negative Sentiment: JPMorgan issued a pessimistic forecast, while RBC and Citi both reduced their price targets despite retaining bullish ratings. The stock also fell below its 200-day moving average after the earnings release, a technical warning that may encourage additional selling. JPMorgan Chase Issues Pessimistic Forecast for Sherwin-Williams Sherwin-Williams Stock Breaks Below 200-Day Moving Average
Insider Activity
In other Sherwin-Williams news, insider Justin T. Binns sold 13,500 shares of the firm’s stock in a transaction on Monday, August 17th. The shares were sold at an average price of $352.70, for a total value of $4,761,450.00. Following the transaction, the insider directly owned 21,937 shares of the company’s stock, valued at approximately $7,737,179.90. This trade represents a 38.10% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Karl Jorgenrud sold 7,886 shares of the stock in a transaction that occurred on Friday, August 7th. The shares were sold at an average price of $368.30, for a total transaction of $2,904,413.80. Following the transaction, the insider directly owned 11,944 shares of the company’s stock, valued at $4,398,975.20. This represents a 39.77% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.23% of the company’s stock.
Sherwin-Williams Stock Up 0.9%
Shares of NYSE SHW opened at $332.95 on Friday. The Sherwin-Williams Company has a 52-week low of $289.86 and a 52-week high of $377.77. The company has a debt-to-equity ratio of 2.00, a quick ratio of 0.46 and a current ratio of 0.71. The business has a fifty day moving average of $329.41 and a two-hundred day moving average of $333.14. The stock has a market cap of $80.44 billion, a PE ratio of 30.60, a PEG ratio of 2.76 and a beta of 1.08.
Sherwin-Williams (NYSE:SHW – Get Free Report) last announced its quarterly earnings data on Tuesday, October 27th. The specialty chemicals company reported $3.63 EPS for the quarter, missing analysts’ consensus estimates of $3.69 by ($0.06). Sherwin-Williams had a return on equity of 69.51% and a net margin of 10.74%. The firm had revenue of $6.86 billion during the quarter, compared to analyst estimates of $6.78 billion. During the same quarter in the previous year, the business earned $3.59 earnings per share. Sherwin-Williams’s revenue for the quarter was up 7.9% compared to the same quarter last year. As a group, equities research analysts expect that The Sherwin-Williams Company will post 12.02 earnings per share for the current fiscal year.
Sherwin-Williams Dividend Announcement
The company also recently disclosed a quarterly dividend, which will be paid on Friday, December 4th. Investors of record on Friday, November 13th will be issued a dividend of $0.80 per share. The ex-dividend date of this dividend is Friday, November 13th. This represents a $3.20 annualized dividend and a dividend yield of 1.0%. Sherwin-Williams’s dividend payout ratio (DPR) is 29.41%.
Analyst Upgrades and Downgrades
SHW has been the subject of a number of recent research reports. Guggenheim reissued a “buy” rating and set a $375.00 price target (down from $400.00) on shares of Sherwin-Williams in a research report on Wednesday. Morgan Stanley restated an “overweight” rating and set a $395.00 target price (up from $385.00) on shares of Sherwin-Williams in a research note on Wednesday, July 29th. Bank of America increased their price target on shares of Sherwin-Williams from $369.00 to $383.00 and gave the stock a “neutral” rating in a report on Friday, July 17th. JPMorgan Chase & Co. cut their price objective on shares of Sherwin-Williams from $380.00 to $375.00 and set an “overweight” rating for the company in a research report on Wednesday. Finally, Rothschild & Co Redburn upped their target price on Sherwin-Williams from $410.00 to $420.00 and gave the company a “buy” rating in a research report on Tuesday, August 18th. Fifteen investment analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $377.29.
Get Our Latest Research Report on SHW
About Sherwin-Williams
The Sherwin-Williams Company (NYSE: SHW) develops, manufactures, distributes and sells paints, coatings and related products. Its offerings include architectural paints, industrial coatings, wood finishes, protective coatings, automotive refinishing products, floor coatings and related supplies marketed under brands such as Sherwin-Williams, Valspar, Minwax, Krylon and Dutch Boy.
Founded in 1866 and headquartered in Cleveland, Ohio, Sherwin-Williams serves professional contractors, do-it-yourself consumers, industrial manufacturers, commercial businesses and other customers.
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