Zacks Research upgraded shares of Sherwin-Williams (NYSE:SHW – Free Report) from a strong sell rating to a hold rating in a research note published on Tuesday morning,Zacks.com reports.
A number of other analysts have also recently weighed in on the company. Citigroup reduced their price target on Sherwin-Williams from $410.00 to $385.00 and set a “buy” rating for the company in a research report on Wednesday. Vertical Research raised Sherwin-Williams from a “hold” rating to a “buy” rating and set a $371.00 price objective on the stock in a report on Wednesday, January 7th. Deutsche Bank Aktiengesellschaft downgraded Sherwin-Williams from a “buy” rating to a “hold” rating and set a $380.00 price objective on the stock. in a research note on Thursday, January 22nd. Mizuho decreased their target price on Sherwin-Williams from $410.00 to $371.00 and set an “outperform” rating for the company in a research report on Monday, March 23rd. Finally, UBS Group set a $420.00 price target on Sherwin-Williams in a report on Friday, January 30th. Eleven research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $383.23.
View Our Latest Research Report on SHW
Sherwin-Williams Stock Performance
Sherwin-Williams (NYSE:SHW – Get Free Report) last released its quarterly earnings results on Thursday, January 29th. The specialty chemicals company reported $2.23 earnings per share for the quarter, beating analysts’ consensus estimates of $2.16 by $0.07. The business had revenue of $5.60 billion for the quarter, compared to the consensus estimate of $5.57 billion. Sherwin-Williams had a net margin of 10.90% and a return on equity of 65.26%. Sherwin-Williams’s revenue for the quarter was up 5.6% on a year-over-year basis. During the same quarter last year, the firm earned $2.09 EPS. As a group, equities analysts anticipate that Sherwin-Williams will post 12 EPS for the current fiscal year.
Sherwin-Williams Increases Dividend
The business also recently announced a quarterly dividend, which was paid on Friday, March 13th. Investors of record on Monday, March 2nd were paid a dividend of $0.80 per share. This represents a $3.20 annualized dividend and a yield of 1.0%. The ex-dividend date was Monday, March 2nd. This is an increase from Sherwin-Williams’s previous quarterly dividend of $0.79. Sherwin-Williams’s dividend payout ratio is currently 31.16%.
Insiders Place Their Bets
In related news, SVP Bryan J. Young sold 2,513 shares of Sherwin-Williams stock in a transaction dated Tuesday, February 24th. The stock was sold at an average price of $364.47, for a total transaction of $915,913.11. Following the sale, the senior vice president directly owned 10,045 shares of the company’s stock, valued at $3,661,101.15. This trade represents a 20.01% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Colin M. Davie sold 2,976 shares of the business’s stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $359.50, for a total value of $1,069,872.00. Following the transaction, the insider owned 5,365 shares in the company, valued at $1,928,717.50. This represents a 35.68% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.23% of the stock is owned by corporate insiders.
Institutional Trading of Sherwin-Williams
A number of hedge funds have recently modified their holdings of the company. Lloyd Advisory Services LLC. acquired a new position in shares of Sherwin-Williams in the fourth quarter valued at $27,000. Ares Financial Consulting LLC acquired a new stake in Sherwin-Williams during the fourth quarter worth $27,000. Kemnay Advisory Services Inc. acquired a new stake in Sherwin-Williams during the fourth quarter worth $30,000. Lodestone Wealth Management LLC bought a new stake in Sherwin-Williams in the 4th quarter valued at $31,000. Finally, Rossby Financial LCC increased its holdings in Sherwin-Williams by 96.0% in the 3rd quarter. Rossby Financial LCC now owns 98 shares of the specialty chemicals company’s stock valued at $33,000 after buying an additional 48 shares during the period. Institutional investors own 77.67% of the company’s stock.
Key Stories Impacting Sherwin-Williams
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.
Read More
Receive News & Ratings for Sherwin-Williams Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Sherwin-Williams and related companies with MarketBeat.com's FREE daily email newsletter.
