Seaport Res Ptn Has Bearish Estimate for SHW Q3 Earnings

The Sherwin-Williams Company (NYSE:SHW) – Seaport Res Ptn lowered their Q3 2025 earnings estimates for Sherwin-Williams in a report issued on Monday, September 22nd. Seaport Res Ptn analyst M. Harrison now forecasts that the specialty chemicals company will post earnings of $3.47 per share for the quarter, down from their previous estimate of $3.49. The consensus estimate for Sherwin-Williams’ current full-year earnings is $12.00 per share. Seaport Res Ptn also issued estimates for Sherwin-Williams’ FY2025 earnings at $11.31 EPS, Q2 2026 earnings at $3.75 EPS, Q3 2026 earnings at $3.77 EPS, Q4 2026 earnings at $2.42 EPS and FY2026 earnings at $12.35 EPS.

Sherwin-Williams (NYSE:SHW) last announced its earnings results on Tuesday, July 22nd. The specialty chemicals company reported $3.38 earnings per share for the quarter, missing the consensus estimate of $3.76 by ($0.38). The firm had revenue of $6.31 billion during the quarter, compared to analysts’ expectations of $6.31 billion. Sherwin-Williams had a net margin of 11.03% and a return on equity of 66.91%. The company’s revenue was up .6% compared to the same quarter last year. During the same period in the prior year, the company posted $3.70 EPS. Sherwin-Williams has set its FY 2025 guidance at 11.200-11.500 EPS.

Several other research firms have also commented on SHW. Evercore ISI increased their price target on shares of Sherwin-Williams from $380.00 to $400.00 and gave the company an “outperform” rating in a research report on Tuesday, August 26th. UBS Group reduced their price target on shares of Sherwin-Williams from $410.00 to $395.00 and set a “buy” rating for the company in a research report on Wednesday, July 23rd. Mizuho reduced their price target on shares of Sherwin-Williams from $400.00 to $385.00 and set an “outperform” rating for the company in a research report on Wednesday, July 23rd. Citigroup dropped their price objective on shares of Sherwin-Williams from $385.00 to $375.00 and set a “neutral” rating on the stock in a research note on Wednesday, July 23rd. Finally, JPMorgan Chase & Co. dropped their price objective on shares of Sherwin-Williams from $390.00 to $378.00 and set an “overweight” rating on the stock in a research note on Wednesday, July 23rd. One research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat, Sherwin-Williams currently has an average rating of “Moderate Buy” and an average target price of $387.27.

Sherwin-Williams Stock Down 0.6%

Shares of Sherwin-Williams stock opened at $344.44 on Tuesday. The company has a debt-to-equity ratio of 1.78, a current ratio of 0.78 and a quick ratio of 0.48. Sherwin-Williams has a 1 year low of $308.84 and a 1 year high of $400.42. The firm’s 50-day moving average is $354.71 and its two-hundred day moving average is $348.67. The stock has a market cap of $85.88 billion, a price-to-earnings ratio of 34.17, a PEG ratio of 2.88 and a beta of 1.18.

Institutional Trading of Sherwin-Williams

A number of institutional investors and hedge funds have recently bought and sold shares of SHW. MTM Investment Management LLC purchased a new stake in Sherwin-Williams during the second quarter worth about $26,000. Park Square Financial Group LLC purchased a new stake in shares of Sherwin-Williams during the fourth quarter worth approximately $27,000. Perkins Coie Trust Co purchased a new stake in shares of Sherwin-Williams during the first quarter worth approximately $27,000. Valley National Advisers Inc. increased its stake in shares of Sherwin-Williams by 68.0% during the second quarter. Valley National Advisers Inc. now owns 84 shares of the specialty chemicals company’s stock worth $28,000 after buying an additional 34 shares during the period. Finally, Synergy Investment Management LLC increased its stake in shares of Sherwin-Williams by 583.3% during the first quarter. Synergy Investment Management LLC now owns 82 shares of the specialty chemicals company’s stock worth $29,000 after buying an additional 70 shares during the period. 77.67% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Sherwin-Williams

In other Sherwin-Williams news, insider Justin T. Binns sold 609 shares of the company’s stock in a transaction dated Monday, August 25th. The shares were sold at an average price of $368.82, for a total value of $224,611.38. Following the transaction, the insider owned 17,922 shares of the company’s stock, valued at $6,609,992.04. This represents a 3.29% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, CAO James P. Lang sold 860 shares of the company’s stock in a transaction dated Wednesday, August 6th. The shares were sold at an average price of $350.35, for a total transaction of $301,301.00. Following the completion of the transaction, the chief accounting officer directly owned 377 shares in the company, valued at $132,081.95. The trade was a 69.52% decrease in their position. The disclosure for this sale can be found here. Corporate insiders own 0.60% of the company’s stock.

Sherwin-Williams Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, September 5th. Shareholders of record on Friday, August 15th were given a $0.79 dividend. The ex-dividend date of this dividend was Friday, August 15th. This represents a $3.16 dividend on an annualized basis and a yield of 0.9%. Sherwin-Williams’s dividend payout ratio is presently 31.35%.

Sherwin-Williams Company Profile

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.