Sherwin-Williams (NYSE:SHW) Given New $380.00 Price Target at UBS Group

Sherwin-Williams (NYSE:SHW) had its price target trimmed by UBS Group from $420.00 to $380.00 in a research note issued to investors on Thursday,Benzinga reports. The firm currently has a buy rating on the specialty chemicals company’s stock.

SHW has been the subject of several other reports. Vertical Research upgraded shares of Sherwin-Williams from a “hold” rating to a “buy” rating and set a $371.00 price objective for the company in a report on Wednesday, January 7th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Sherwin-Williams in a report on Friday, March 27th. Citigroup lowered their target price on Sherwin-Williams from $410.00 to $385.00 and set a “buy” rating for the company in a research note on Wednesday. Mizuho dropped their price target on Sherwin-Williams from $410.00 to $371.00 and set an “outperform” rating on the stock in a research report on Monday, March 23rd. Finally, Deutsche Bank Aktiengesellschaft cut Sherwin-Williams from a “buy” rating to a “hold” rating and set a $380.00 price target on the stock. in a research note on Thursday, January 22nd. Eleven investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat, Sherwin-Williams currently has an average rating of “Moderate Buy” and an average price target of $383.23.

Sherwin-Williams Stock Performance

NYSE:SHW opened at $317.69 on Thursday. The company has a quick ratio of 0.53, a current ratio of 0.87 and a debt-to-equity ratio of 2.03. The firm’s fifty day simple moving average is $342.95 and its 200 day simple moving average is $339.79. The stock has a market cap of $78.58 billion, a P/E ratio of 30.93, a price-to-earnings-growth ratio of 2.82 and a beta of 1.27. Sherwin-Williams has a twelve month low of $301.58 and a twelve month high of $379.65.

Sherwin-Williams (NYSE:SHW) last issued its quarterly earnings data on Thursday, January 29th. The specialty chemicals company reported $2.23 EPS for the quarter, topping the consensus estimate of $2.16 by $0.07. The business had revenue of $5.60 billion during the quarter, compared to analyst estimates of $5.57 billion. Sherwin-Williams had a net margin of 10.90% and a return on equity of 65.26%. The company’s revenue for the quarter was up 5.6% on a year-over-year basis. During the same period in the prior year, the business earned $2.09 EPS. As a group, research analysts predict that Sherwin-Williams will post 12 EPS for the current year.

Sherwin-Williams Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, March 13th. Stockholders of record on Monday, March 2nd were given a $0.80 dividend. The ex-dividend date of this dividend was Monday, March 2nd. This represents a $3.20 dividend on an annualized basis and a dividend yield of 1.0%. This is an increase from Sherwin-Williams’s previous quarterly dividend of $0.79. Sherwin-Williams’s payout ratio is presently 31.16%.

Insider Activity at Sherwin-Williams

In related news, insider Colin M. Davie sold 2,976 shares of the firm’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $359.50, for a total transaction of $1,069,872.00. Following the completion of the transaction, the insider owned 5,365 shares of the company’s stock, valued at $1,928,717.50. This trade represents a 35.68% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, SVP Bryan J. Young sold 2,513 shares of Sherwin-Williams stock in a transaction on Tuesday, February 24th. The shares were sold at an average price of $364.47, for a total value of $915,913.11. Following the transaction, the senior vice president owned 10,045 shares of the company’s stock, valued at $3,661,101.15. The trade was a 20.01% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 0.23% of the company’s stock.

Institutional Trading of Sherwin-Williams

Institutional investors have recently bought and sold shares of the company. Vanguard Group Inc. raised its holdings in Sherwin-Williams by 2.7% in the fourth quarter. Vanguard Group Inc. now owns 23,237,824 shares of the specialty chemicals company’s stock worth $7,529,752,000 after buying an additional 600,119 shares during the last quarter. State Street Corp grew its holdings in shares of Sherwin-Williams by 2.4% during the fourth quarter. State Street Corp now owns 15,638,974 shares of the specialty chemicals company’s stock valued at $5,067,497,000 after buying an additional 364,832 shares during the last quarter. Geode Capital Management LLC grew its holdings in shares of Sherwin-Williams by 0.7% during the fourth quarter. Geode Capital Management LLC now owns 5,231,615 shares of the specialty chemicals company’s stock valued at $1,687,498,000 after buying an additional 37,145 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 second quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 3,887,808 shares of the specialty chemicals company’s stock valued at $1,334,918,000 after acquiring an additional 351,453 shares in the last quarter. Finally, Capital Research Global Investors raised its holdings in Sherwin-Williams by 0.3% in the 3rd quarter. Capital Research Global Investors now owns 3,432,977 shares of the specialty chemicals company’s stock worth $1,188,698,000 after acquiring an additional 11,560 shares during the last quarter. 77.67% of the stock is owned by hedge funds and other institutional investors.

Sherwin-Williams News Roundup

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

• Positive Sentiment: Zacks upgraded Sherwin-Williams from “strong sell” to “hold,” which reduces downside analyst pressure and is a modest supportive catalyst for the shares. Zacks Upgrade
• Neutral Sentiment: Sherwin-Williams confirmed its Q1 2026 results release date for April 28; ahead of results the stock may see increased volatility as investors re-price expectations. Q1 2026 Results Announcement
• Neutral Sentiment: General market coverage highlighting “out-of-favor” names could keep sentiment cautious for cyclical/industrial names; it’s unclear how prominently Sherwin-Williams features in that piece but the tone can weigh on sentiment. 3 Out-of-Favor Stocks We Find Risky
• Negative Sentiment: UBS lowered its price target on SHW from $420 to $380 while keeping a “buy” rating; a trimmed target from a major shop can pressure the stock despite the maintained buy call. UBS Lowers PT
• Negative Sentiment: Citigroup cut its target from $410 to $385 but also left a “buy” rating in place; another analyst trim likely contributed to intraday selling. Citigroup Lowers PT
• Negative Sentiment: Competitor RPM expanded its building-envelope portfolio with the Kalzip acquisition, which could intensify competition in engineered systems and higher-margin segments — a potential headwind for Sherwin-Williams’ growth/margin outlook. RPM Kalzip Acquisition

About Sherwin-Williams

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.