Federated Hermes Inc. Cuts Stake in The Sherwin-Williams Company $SHW

Federated Hermes Inc. cut its holdings in The Sherwin-Williams Company (NYSE:SHW) by 22.0% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 149,958 shares of the specialty chemicals company’s stock after selling 42,248 shares during the period. Federated Hermes Inc. owned 0.06% of Sherwin-Williams worth $51,924,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in SHW. Johnson Investment Counsel Inc. boosted its stake in Sherwin-Williams by 95.8% during the second quarter. Johnson Investment Counsel Inc. now owns 78,144 shares of the specialty chemicals company’s stock worth $26,832,000 after buying an additional 38,228 shares during the period. Cordatus Wealth Management LLC lifted its holdings in shares of Sherwin-Williams by 149.4% in the 3rd quarter. Cordatus Wealth Management LLC now owns 9,588 shares of the specialty chemicals company’s stock worth $3,320,000 after acquiring an additional 5,744 shares during the last quarter. Nordea Investment Management AB boosted its stake in shares of Sherwin-Williams by 16.1% during the 3rd quarter. Nordea Investment Management AB now owns 125,914 shares of the specialty chemicals company’s stock worth $43,536,000 after purchasing an additional 17,422 shares during the period. Inscription Capital LLC bought a new position in Sherwin-Williams during the 3rd quarter valued at about $1,069,000. Finally, Lindenwold Advisors INC bought a new position in Sherwin-Williams during the 2nd quarter valued at about $1,303,000. 77.67% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

SHW has been the subject of several recent analyst reports. JPMorgan Chase & Co. boosted their target price on Sherwin-Williams from $378.00 to $385.00 and gave the company an “overweight” rating in a research report on Wednesday, October 29th. Weiss Ratings restated a “hold (c+)” rating on shares of Sherwin-Williams in a report on Monday, December 29th. UBS Group reiterated a “buy” rating and issued a $415.00 target price (down previously from $422.00) on shares of Sherwin-Williams in a research note on Monday, January 12th. Citigroup reissued a “buy” rating on shares of Sherwin-Williams in a research note on Monday, January 19th. Finally, Deutsche Bank Aktiengesellschaft downgraded shares of 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 analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $385.94.

Key Headlines Impacting Sherwin-Williams

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

• Positive Sentiment: Q4 results beat expectations — Sherwin-Williams reported $2.23 EPS vs. consensus ~ $2.17 and revenue of $5.60B vs. ~$5.57B, showing underlying margin strength that supports near-term earnings visibility. Earnings beat article
• Positive Sentiment: Segment strength — Management highlighted growth in Consumer Brands and Performance Coatings, which helped revenue rise ~5.6% year-over-year and supported margins. Segment strength article
• Positive Sentiment: Capital returns maintained — Company plans a modest dividend increase, signaling confidence in cash flow even while guiding conservatively for 2026. Dividend & guidance article
• Neutral Sentiment: Full disclosures available — Company filed the press release, slide deck and call transcript (useful for detail and modeling revisions). PR Newswire results
• Neutral Sentiment: Analyst/coverage notes — Multiple outlets summarized beat and company metrics (net margin ~11%, ROE high) useful for updating models and relative valuation. Earnings call transcript
• Negative Sentiment: 2026 guidance missed estimates / conservative tone — Management warned that 2026 profit expectations are below consensus and that housing demand is “hard to predict,” which raises downside risk to sales tied to new construction and DIY momentum. Guidance miss article
• Negative Sentiment: Macro exposure — The company’s results and commentary emphasize sensitivity to U.S. housing demand; continued weakness there would pressure revenue growth and multiple compression given SHW’s premium valuation (PE ~34.6, PEG ~5.0). Housing demand warning

Sherwin-Williams Price Performance

Shares of SHW stock opened at $354.94 on Friday. The Sherwin-Williams Company has a twelve month low of $308.84 and a twelve month high of $379.65. The company has a current ratio of 0.82, a quick ratio of 0.52 and a debt-to-equity ratio of 2.11. The stock has a fifty day simple moving average of $337.79 and a two-hundred day simple moving average of $343.75. The stock has a market capitalization of $87.99 billion, a price-to-earnings ratio of 34.63, a P/E/G ratio of 5.06 and a beta of 1.26.

Sherwin-Williams (NYSE:SHW) last released 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 $2.17 by $0.06. Sherwin-Williams had a return on equity of 66.75% and a net margin of 11.05%.The firm had revenue of $5.60 billion during the quarter, compared to the consensus estimate of $5.57 billion. On average, analysts predict that The Sherwin-Williams Company will post 12 EPS for the current fiscal 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.