Citigroup Inc. Sells 32,300 Shares of The Sherwin-Williams Company $SHW

Citigroup Inc. decreased its position in The Sherwin-Williams Company (NYSE:SHW) by 8.3% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 355,666 shares of the specialty chemicals company’s stock after selling 32,300 shares during the quarter. Citigroup Inc. owned approximately 0.14% of Sherwin-Williams worth $123,153,000 at the end of the most recent quarter.

Other hedge funds have also recently modified their holdings of the company. Brighton Jones LLC boosted its stake in Sherwin-Williams by 73.6% during the fourth quarter. Brighton Jones LLC now owns 1,545 shares of the specialty chemicals company’s stock worth $525,000 after acquiring an additional 655 shares in the last quarter. Empowered Funds LLC boosted its position in shares of Sherwin-Williams by 11.2% in the 1st quarter. Empowered Funds LLC now owns 6,236 shares of the specialty chemicals company’s stock worth $2,178,000 after purchasing an additional 626 shares in the last quarter. Brookstone Capital Management grew its stake in shares of Sherwin-Williams by 2.1% in the 2nd quarter. Brookstone Capital Management now owns 5,450 shares of the specialty chemicals company’s stock worth $1,871,000 after buying an additional 112 shares during the last quarter. Caitong International Asset Management Co. Ltd bought a new position in Sherwin-Williams during the 2nd quarter valued at approximately $91,000. Finally, Sage Mountain Advisors LLC raised its stake in Sherwin-Williams by 19.4% during the second quarter. Sage Mountain Advisors LLC now owns 1,729 shares of the specialty chemicals company’s stock valued at $594,000 after buying an additional 281 shares during the last quarter. Institutional investors own 77.67% of the company’s stock.

Analysts Set New Price Targets

A number of research firms have recently commented on SHW. Deutsche Bank Aktiengesellschaft cut Sherwin-Williams from a “buy” rating to a “hold” rating and set a $380.00 target price on the stock. in a research note on Thursday, January 22nd. Mizuho raised their price objective on shares of Sherwin-Williams from $400.00 to $410.00 and gave the company an “outperform” rating in a research note on Tuesday, February 17th. JPMorgan Chase & Co. upped their target price 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. Citigroup reissued a “buy” rating on shares of Sherwin-Williams in a research report on Monday, January 19th. Finally, 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 research report on Wednesday, January 7th. Eleven equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Sherwin-Williams presently has a consensus rating of “Moderate Buy” and a consensus price target of $387.67.

Sherwin-Williams Price Performance

Shares of NYSE:SHW opened at $360.40 on Friday. 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 stock has a market capitalization of $89.34 billion, a PE ratio of 35.09, a price-to-earnings-growth ratio of 3.12 and a beta of 1.25. The firm’s 50 day moving average price is $346.73 and its 200-day moving average price is $346.33. The Sherwin-Williams Company has a twelve month low of $308.84 and a twelve month high of $379.65.

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

Sherwin-Williams Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, March 13th. Shareholders of record on Monday, March 2nd will be issued a dividend of $0.80 per share. This is a boost from Sherwin-Williams’s previous quarterly dividend of $0.79. This represents a $3.20 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend is Monday, March 2nd. Sherwin-Williams’s dividend payout ratio is presently 30.77%.

Trending Headlines about Sherwin-Williams

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

• Positive Sentiment: Mizuho raised its price target to $410 and reiterated an Outperform rating after reviewing Sherwin-Williams’ earnings and updating its model — this gives additional analyst-driven upward momentum and a higher reference point for institutional buyers. Mizuho Raises Sherwin-Williams Price Target to $410
• Positive Sentiment: The board declared a quarterly dividend of $0.80 (a 1.3% raise), continuing a 47‑year streak of increases — supportive for income-focused investors and signals confidence in cash flow stability. Sherwin-Williams Declares Dividend of $0.80 per Common Share
• Positive Sentiment: Consumer Edge data show 2025 spending shifted away from big discretionary home purchases toward repairs, upkeep and smaller décor/kitchen products — a demand mix that favors paint and DIY categories where Sherwin-Williams competes. Consumer Edge Reports Home & Garden Outlook 2026
• Negative Sentiment: Shares reacted downward to the Q4 2025 release despite modest top-line and EPS growth; investors may be parsing margins, guidance or higher liabilities and noting insider sales reported in the period — this explains near-term selling pressure after the print. SHW Stock Falls on Q4 2025 Earnings
• Negative Sentiment: A recent retail-oriented column lists reasons to sell (rangebound performance vs. the S&P and limited near-term upside), which can amplify short-term negative sentiment among retail investors. 3 Reasons to Sell SHW and 1 Stock to Buy Instead

Insider Buying and Selling

In other Sherwin-Williams news, insider Colin M. Davie sold 2,976 shares of the firm’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $359.50, for a total transaction of $1,069,872.00. Following the sale, the insider owned 5,365 shares in the company, valued at approximately $1,928,717.50. This trade represents a 35.68% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. 0.60% of the stock is currently owned by insiders.

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.