The Sherwin-Williams Company $SHW Shares Sold by Oppenheimer & Co. Inc.

Oppenheimer & Co. Inc. lessened its position in The Sherwin-Williams Company (NYSE:SHW) by 16.5% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 8,222 shares of the specialty chemicals company’s stock after selling 1,621 shares during the period. Oppenheimer & Co. Inc.’s holdings in Sherwin-Williams were worth $2,658,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of SHW. BlackRock Inc. acquired a new position in Sherwin-Williams during the 2nd quarter worth $6,100,083,000. Wellington Management Group LLP increased its holdings in shares of Sherwin-Williams by 133.7% during the second quarter. Wellington Management Group LLP now owns 2,784,679 shares of the specialty chemicals company’s stock valued at $958,821,000 after purchasing an additional 1,593,009 shares during the period. Amundi increased its holdings in shares of Sherwin-Williams by 20.6% during the first quarter. Amundi now owns 2,200,895 shares of the specialty chemicals company’s stock valued at $705,497,000 after purchasing an additional 376,505 shares during the period. Bank of New York Mellon Corp bought a new stake in shares of Sherwin-Williams during the 2nd quarter worth about $547,097,000. Finally, Legal & General Group Plc acquired a new stake in Sherwin-Williams in the second quarter worth approximately $459,652,000. 77.67% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of research firms have recently issued reports on SHW. Wells Fargo & Company set a $340.00 target price on Sherwin-Williams and gave the company an “equal weight” rating in a report on Friday, September 25th. BMO Capital Markets reiterated an “outperform” rating on shares of Sherwin-Williams in a report on Monday, September 28th. Mizuho set a $396.00 price target on Sherwin-Williams and gave the company an “outperform” rating in a research report on Thursday, September 24th. Rothschild & Co Redburn increased their price objective on Sherwin-Williams from $410.00 to $420.00 and gave the stock a “buy” rating in a research note on Tuesday, August 18th. Finally, Royal Bank Of Canada decreased their price objective on Sherwin-Williams from $392.00 to $383.00 and set an “outperform” rating for the company in a research report on Thursday. Fifteen research analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $377.29.

Insider Transactions at Sherwin-Williams

In other news, insider Justin Binns sold 13,500 shares of the company’s stock in a transaction on Monday, August 17th. The stock was sold at an average price of $352.70, for a total transaction of $4,761,450.00. Following the transaction, the insider owned 21,937 shares of the company’s stock, valued at $7,737,179.90. This represents a 38.10% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Karl J. Jorgenrud sold 7,886 shares of Sherwin-Williams stock in a transaction that occurred on Friday, August 7th. The stock was sold at an average price of $368.30, for a total transaction of $2,904,413.80. Following the sale, the insider owned 11,944 shares of the company’s stock, valued at approximately $4,398,975.20. This represents a 39.77% decrease in their position. The SEC filing for this sale provides additional information. Insiders own 0.23% of the company’s stock.

Sherwin-Williams Trading Up 0.9%

Shares of Sherwin-Williams stock opened at $332.95 on Friday. The firm has a market capitalization of $80.44 billion, a PE ratio of 30.60, a price-to-earnings-growth ratio of 2.74 and a beta of 1.08. The company has a debt-to-equity ratio of 2.00, a current ratio of 0.71 and a quick ratio of 0.46. The company’s fifty day moving average price is $329.41 and its two-hundred day moving average price is $333.14. The Sherwin-Williams Company has a 52-week low of $289.86 and a 52-week high of $377.77.

Sherwin-Williams (NYSE:SHW) last released 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). The business had revenue of $6.86 billion for the quarter, compared to the consensus estimate of $6.78 billion. Sherwin-Williams had a return on equity of 69.51% and a net margin of 10.74%. Sherwin-Williams’s revenue was up 7.9% on a year-over-year basis. During the same period in the previous year, the business posted $3.59 earnings per share. On average, analysts expect that The Sherwin-Williams Company will post 12.02 EPS for the current year.

Sherwin-Williams Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, December 4th. Investors of record on Friday, November 13th will be issued a $0.80 dividend. This represents a $3.20 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date of this dividend is Friday, November 13th. Sherwin-Williams’s payout ratio is currently 29.41%.

Key Stories Impacting 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

Sherwin-Williams Profile

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.