National Pension Service Raises Stake in The Sherwin-Williams Company $SHW

National Pension Service lifted its stake in shares of The Sherwin-Williams Company (NYSE:SHW) by 1.6% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 547,503 shares of the specialty chemicals company’s stock after acquiring an additional 8,530 shares during the quarter. National Pension Service owned approximately 0.22% of Sherwin-Williams worth $189,578,000 at the end of the most recent reporting period.

A number of other large investors have also recently modified their holdings of the company. Johnson Investment Counsel Inc. increased its position in Sherwin-Williams by 95.8% during the 2nd quarter. Johnson Investment Counsel Inc. now owns 78,144 shares of the specialty chemicals company’s stock valued at $26,832,000 after purchasing an additional 38,228 shares during the period. Cordatus Wealth Management LLC boosted its stake in shares of Sherwin-Williams by 149.4% during the third quarter. Cordatus Wealth Management LLC now owns 9,588 shares of the specialty chemicals company’s stock valued at $3,320,000 after purchasing an additional 5,744 shares in the last quarter. Nordea Investment Management AB increased its holdings in Sherwin-Williams by 16.1% during the third quarter. Nordea Investment Management AB now owns 125,914 shares of the specialty chemicals company’s stock valued at $43,536,000 after buying an additional 17,422 shares during the period. Inscription Capital LLC bought a new position in Sherwin-Williams in the third quarter worth approximately $1,069,000. Finally, Lindenwold Advisors INC purchased a new stake in Sherwin-Williams during the second quarter worth $1,303,000. Hedge funds and other institutional investors own 77.67% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on SHW shares. Deutsche Bank Aktiengesellschaft cut Sherwin-Williams from a “buy” rating to a “hold” rating and set a $380.00 price objective for the company. in a research note on Thursday, January 22nd. Mizuho decreased their price target on shares of Sherwin-Williams from $400.00 to $390.00 and set an “outperform” rating for the company in a research report on Thursday, December 18th. Wells Fargo & Company set a $410.00 price target on shares of Sherwin-Williams and gave the company an “overweight” rating in a report on Wednesday, October 29th. JPMorgan Chase & Co. boosted their price objective on shares of Sherwin-Williams from $378.00 to $385.00 and gave the stock an “overweight” rating in a research note on Wednesday, October 29th. Finally, Vertical Research raised shares of Sherwin-Williams from a “hold” rating to a “buy” rating and set a $371.00 target price for the company in a research report on Wednesday, January 7th. Eleven analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $386.33.

Sherwin-Williams News Roundup

Here are the key news stories impacting Sherwin-Williams this week:

• Positive Sentiment: Q4 beat and solid results — Sherwin‑Williams reported $2.23 EPS vs. $2.16 consensus and $5.60B revenue (vs. ~$5.57B est.), with year‑over‑year revenue growth and high margins; management highlighted record sales and profitability for 2025. Read More.
• Positive Sentiment: Management points to strategic growth opportunities — company signaled it is considering acquisitions as the next growth phase, which could accelerate market share, product portfolio and Syvinil integration benefits if executed well. Read More.
• Neutral Sentiment: Analyst mix: Morgan Stanley kept a Buy rating and $385 PT, highlighting medium‑term upside from share gains and synergies, while Bank of America reiterated a Hold and $370 PT citing muted near‑term catalysts — shows divergent views on upside vs. execution risk. Read More.
• Neutral Sentiment: Investor takeaways from the call/slide deck — management provided details on segment performance (Consumer Brands, Performance Coatings) and reiterated focus on margins and integration savings; these are constructive but tied to execution. Read More.
• Negative Sentiment: Below‑consensus FY‑2026 guidance and demand uncertainty — Sherwin‑Williams gave EPS guidance of roughly $11.50–$11.90 vs. consensus near $12.36 and warned housing demand is “hard to predict,” which pressured sentiment because it reduces near‑term upside visibility. Read More.

Sherwin-Williams Trading Down 0.1%

NYSE SHW opened at $354.36 on Friday. The Sherwin-Williams Company has a 1 year low of $308.84 and a 1 year high of $379.65. The company has a debt-to-equity ratio of 2.03, a current ratio of 0.87 and a quick ratio of 0.52. The company has a market capitalization of $87.84 billion, a PE ratio of 34.50, a P/E/G ratio of 5.13 and a beta of 1.26. The company has a fifty day moving average of $338.13 and a 200 day moving average of $343.86.

Sherwin-Williams (NYSE:SHW) last announced its quarterly earnings results on Thursday, January 29th. The specialty chemicals company reported $2.23 earnings per share for the quarter, beating the consensus estimate of $2.16 by $0.07. The company had revenue of $5.60 billion during the quarter, compared to analysts’ expectations of $5.57 billion. Sherwin-Williams had a return on equity of 65.26% and a net margin of 10.90%.Sherwin-Williams’s quarterly revenue was up 5.6% on a year-over-year basis. During the same period last year, the business earned $2.09 earnings per share. Research analysts forecast that The Sherwin-Williams Company will post 12 earnings per share for the current year.

Sherwin-Williams Profile

Sherwin-Williams (NYSE: SHW) is a global manufacturer and distributor of paints, coatings and related products. Founded in 1866 and headquartered in Cleveland, Ohio, the company supplies a broad range of coatings for residential, commercial and industrial applications. Its product offering includes architectural paints and stains, industrial and protective coatings, automotive finishes, and a variety of sundry products such as primers, sealants and specialty treatments used by professionals and consumers.

The company sells through multiple channels, including a large network of company-operated retail paint stores that serve professional contractors and do-it-yourself consumers, as well as through distributors and mass retailers.