AGF Management Ltd. Acquires 3,971 Shares of The Sherwin-Williams Company $SHW

AGF Management Ltd. lifted its holdings in shares of The Sherwin-Williams Company (NYSE:SHW) by 2.7% in the third quarter, according to its most recent filing with the SEC. The firm owned 153,013 shares of the specialty chemicals company’s stock after acquiring an additional 3,971 shares during the period. AGF Management Ltd. owned approximately 0.06% of Sherwin-Williams worth $52,982,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in SHW. Vanguard Group Inc. grew its position in Sherwin-Williams by 1.1% in the second quarter. Vanguard Group Inc. now owns 22,328,552 shares of the specialty chemicals company’s stock valued at $7,666,732,000 after acquiring an additional 246,008 shares during the period. Geode Capital Management LLC grew its holdings in shares of Sherwin-Williams by 1.8% in the 2nd quarter. Geode Capital Management LLC now owns 5,111,157 shares of the specialty chemicals company’s stock worth $1,746,222,000 after purchasing an additional 90,482 shares during the last quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main increased its position in shares of Sherwin-Williams by 9.9% during the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 3,887,808 shares of the specialty chemicals company’s stock worth $1,334,918,000 after purchasing an additional 351,453 shares in the last quarter. Norges Bank bought a new position in Sherwin-Williams during the 2nd quarter valued at about $1,296,565,000. Finally, JPMorgan Chase & Co. lifted its holdings in Sherwin-Williams by 22.3% during the 2nd quarter. JPMorgan Chase & Co. now owns 3,039,306 shares of the specialty chemicals company’s stock valued at $1,043,595,000 after purchasing an additional 553,275 shares during the last quarter. Institutional investors own 77.67% of the company’s stock.

Sherwin-Williams Stock Down 0.1%

Shares of NYSE SHW opened at $354.36 on Monday. The Sherwin-Williams Company has a 1 year low of $308.84 and a 1 year high of $379.65. The firm’s 50-day moving average is $338.13 and its 200-day moving average is $343.88. The company has a current ratio of 0.87, a quick ratio of 0.53 and a debt-to-equity ratio of 2.03. The firm has a market capitalization of $87.84 billion, a PE ratio of 34.50, a price-to-earnings-growth ratio of 5.34 and a beta of 1.25.

Sherwin-Williams (NYSE:SHW) last announced its quarterly earnings data 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. Sherwin-Williams had a net margin of 10.90% and a return on equity of 65.26%. The business had revenue of $5.60 billion for the quarter, compared to analyst estimates of $5.57 billion. During the same period in the prior year, the business posted $2.09 earnings per share. Sherwin-Williams’s revenue was up 5.6% compared to the same quarter last year. Equities analysts expect that The Sherwin-Williams Company will post 12 EPS for the current year.

Analyst Ratings Changes

Several analysts have recently weighed in on the stock. UBS Group set a $420.00 price objective on shares of Sherwin-Williams in a report on Friday. Deutsche Bank Aktiengesellschaft cut Sherwin-Williams from a “buy” rating to a “hold” rating and set a $380.00 price target for the company. in a report on Thursday, January 22nd. Weiss Ratings reissued a “hold (c+)” rating on shares of Sherwin-Williams in a research note on Monday, December 29th. Royal Bank Of Canada set a $390.00 target price on Sherwin-Williams and gave the company an “outperform” rating in a research note on Friday. Finally, Mizuho reduced their price target on shares of Sherwin-Williams from $400.00 to $390.00 and set an “outperform” rating on the stock in a research report on Thursday, December 18th. Eleven equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat.com, Sherwin-Williams 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 Company 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.