Seaport Res Ptn Issues Pessimistic Estimate for SHW Earnings

The Sherwin-Williams Company (NYSE:SHW) – Analysts at Seaport Res Ptn decreased their Q1 2026 earnings estimates for shares of Sherwin-Williams in a research note issued on Tuesday, April 29th. Seaport Res Ptn analyst M. Harrison now forecasts that the specialty chemicals company will post earnings of $2.43 per share for the quarter, down from their previous forecast of $2.46. The consensus estimate for Sherwin-Williams’ current full-year earnings is $12.00 per share. Seaport Res Ptn also issued estimates for Sherwin-Williams’ Q2 2026 earnings at $4.16 EPS, Q3 2026 earnings at $4.06 EPS and Q4 2026 earnings at $2.60 EPS.

Several other analysts also recently weighed in on the company. Mizuho set a $395.00 price target on Sherwin-Williams in a research note on Tuesday, April 15th. Royal Bank of Canada increased their price target on shares of Sherwin-Williams from $410.00 to $420.00 and gave the stock an “outperform” rating in a report on Thursday. Morgan Stanley dropped their price objective on shares of Sherwin-Williams from $405.00 to $385.00 and set an “overweight” rating on the stock in a report on Tuesday, April 22nd. Berenberg Bank raised shares of Sherwin-Williams from a “hold” rating to a “buy” rating and raised their target price for the stock from $321.00 to $420.00 in a report on Friday, January 24th. Finally, UBS Group lowered their price target on shares of Sherwin-Williams from $430.00 to $400.00 and set a “buy” rating on the stock in a report on Monday, April 7th. Five research analysts have rated the stock with a hold rating, eleven have issued a buy rating and two have given a strong buy rating to the company’s stock. According to MarketBeat, Sherwin-Williams currently has a consensus rating of “Moderate Buy” and a consensus target price of $397.00.

Sherwin-Williams Stock Up 0.2 %

SHW stock opened at $353.46 on Thursday. The stock has a market capitalization of $88.90 billion, a PE ratio of 33.50, a price-to-earnings-growth ratio of 2.98 and a beta of 1.26. Sherwin-Williams has a 52 week low of $282.09 and a 52 week high of $400.42. The company has a quick ratio of 0.46, a current ratio of 0.79 and a debt-to-equity ratio of 2.02. The firm has a 50 day moving average of $342.09 and a 200 day moving average of $356.52.

Sherwin-Williams (NYSE:SHW) last announced its earnings results on Tuesday, April 29th. The specialty chemicals company reported $2.25 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.23 by $0.02. The company had revenue of $5.31 billion for the quarter, compared to analyst estimates of $5.42 billion. Sherwin-Williams had a return on equity of 74.50% and a net margin of 11.61%. The firm’s quarterly revenue was down 1.1% compared to the same quarter last year. During the same period in the prior year, the company posted $2.17 EPS.

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in SHW. Principal Financial Group Inc. increased its position in shares of Sherwin-Williams by 1.0% during the third quarter. Principal Financial Group Inc. now owns 1,047,174 shares of the specialty chemicals company’s stock valued at $399,675,000 after acquiring an additional 10,709 shares during the last quarter. Tudor Financial Inc. acquired a new stake in Sherwin-Williams in the 3rd quarter valued at approximately $252,000. Eaton Financial Holdings Company LLC acquired a new stake in Sherwin-Williams in the 3rd quarter valued at approximately $608,000. Arvest Bank Trust Division purchased a new stake in Sherwin-Williams in the third quarter valued at approximately $350,000. Finally, Wilmington Savings Fund Society FSB raised its holdings in shares of Sherwin-Williams by 2,092.0% in the 3rd quarter. Wilmington Savings Fund Society FSB now owns 16,747 shares of the specialty chemicals company’s stock valued at $6,392,000 after buying an additional 15,983 shares during the period. 77.67% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other news, insider Colin M. Davie sold 2,799 shares of the business’s stock in a transaction dated Thursday, February 27th. The shares were sold at an average price of $360.30, for a total transaction of $1,008,479.70. Following the transaction, the insider now owns 5,365 shares of the company’s stock, valued at approximately $1,933,009.50. The trade was a 34.28 % decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Company insiders own 0.60% of the company’s stock.

Sherwin-Williams Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, June 6th. Shareholders of record on Friday, May 16th will be paid a dividend of $0.79 per share. The ex-dividend date is Friday, May 16th. This represents a $3.16 annualized dividend and a yield of 0.89%. Sherwin-Williams’s dividend payout ratio (DPR) is presently 29.95%.

About Sherwin-Williams

The Sherwin-Williams Company engages in the development, manufacture, distribution, and sale of paints, coating, and related products to professional, industrial, commercial, and retail customers. It operates through three segments: Paint Stores Group, Consumer Brands Group, and Performance Coatings Group.