The Sherwin-Williams Company $SHW Holdings Trimmed by Sumitomo Mitsui Trust Group Inc.

Sumitomo Mitsui Trust Group Inc. lessened its stake in shares of The Sherwin-Williams Company (NYSE:SHW) by 2.3% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 754,223 shares of the specialty chemicals company’s stock after selling 17,873 shares during the period. Sumitomo Mitsui Trust Group Inc. owned 0.31% of Sherwin-Williams worth $243,818,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Wilkerson Advisory Group LLC raised its stake in shares of Sherwin-Williams by 172.4% during the first quarter. Wilkerson Advisory Group LLC now owns 79 shares of the specialty chemicals company’s stock valued at $25,000 after acquiring an additional 50 shares during the last quarter. GK Wealth Management LLC acquired a new stake in Sherwin-Williams in the third quarter worth $25,000. Whipplewood Advisors LLC acquired a new position in Sherwin-Williams during the 1st quarter worth approximately $28,000. Montgomery Financial Services LLC bought a new position in shares of Sherwin-Williams in the second quarter valued at $29,000. Finally, Tacita Capital Inc purchased a new stake in Sherwin-Williams in the 2nd quarter valued at $30,000. Institutional investors own 77.67% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts recently weighed in on the stock. Morgan Stanley restated an “overweight” rating and set a $395.00 price target (up from $385.00) on shares of Sherwin-Williams in a research report on Wednesday, July 29th. Wells Fargo & Company set a $340.00 target price on Sherwin-Williams and gave the stock an “equal weight” rating in a research report on Friday, September 25th. Royal Bank Of Canada lowered their price target on Sherwin-Williams from $392.00 to $383.00 and set an “outperform” rating on the stock in a report on Thursday. Stephens dropped their price target on Sherwin-Williams from $375.00 to $353.00 and set a “hold” rating for the company in a research report on Tuesday, September 22nd. Finally, Mizuho set a $396.00 price objective on shares of Sherwin-Williams and gave the stock an “outperform” rating in a research report on Thursday, September 24th. Fifteen equities research analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company. According to data from MarketBeat, Sherwin-Williams has a consensus rating of “Moderate Buy” and an average target price of $377.29.

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 Stock Performance

Shares of SHW opened at $332.95 on Monday. The company has a 50-day simple moving average of $329.41 and a two-hundred day simple moving average of $333.14. The company has a debt-to-equity ratio of 2.00, a current ratio of 0.71 and a quick ratio of 0.45. The firm has a market capitalization of $80.44 billion, a PE ratio of 30.60, a price-to-earnings-growth ratio of 2.77 and a beta of 1.08. The Sherwin-Williams Company has a one year low of $289.86 and a one year high of $377.77.

Sherwin-Williams (NYSE:SHW) last released its earnings results 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 company had revenue of $6.86 billion during the quarter, compared to analysts’ expectations of $6.78 billion. During the same period in the prior year, the company posted $3.59 earnings per share. The company’s revenue was up 7.9% on a year-over-year basis. On average, analysts anticipate that The Sherwin-Williams Company will post 12.02 EPS for the current fiscal year.

Sherwin-Williams Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, December 4th. Investors of record on Friday, November 13th will be given a dividend of $0.80 per share. The ex-dividend date 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 currently 29.41%.

Insiders Place Their Bets

In other news, insider Karl Jorgenrud sold 7,886 shares of Sherwin-Williams stock in a transaction dated 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 of the company’s stock, valued at approximately $4,398,975.20. The trade was a 39.77% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Justin T. Binns sold 13,500 shares of the business’s stock in a transaction dated 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 completion of the sale, the insider owned 21,937 shares in the company, valued at approximately $7,737,179.90. This trade represents a 38.10% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.23% of the stock is currently owned by corporate insiders.

Sherwin-Williams Company 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.