Granite Investment Partners LLC Sells 2,227 Shares of The Sherwin-Williams Company $SHW

Granite Investment Partners LLC lessened its position in shares of The Sherwin-Williams Company (NYSE:SHW) by 4.1% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 51,721 shares of the specialty chemicals company’s stock after selling 2,227 shares during the period. Sherwin-Williams makes up about 1.0% of Granite Investment Partners LLC’s portfolio, making the stock its 21st largest holding. Granite Investment Partners LLC’s holdings in Sherwin-Williams were worth $17,909,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in the company. MTM Investment Management LLC acquired a new position in Sherwin-Williams during the second quarter valued at approximately $26,000. Vermillion & White Wealth Management Group LLC increased its stake in shares of Sherwin-Williams by 104.8% in the 2nd quarter. Vermillion & White Wealth Management Group LLC now owns 86 shares of the specialty chemicals company’s stock valued at $30,000 after purchasing an additional 44 shares during the last quarter. Rossby Financial LCC raised its holdings in shares of Sherwin-Williams by 96.0% during the 3rd quarter. Rossby Financial LCC now owns 98 shares of the specialty chemicals company’s stock worth $33,000 after buying an additional 48 shares in the last quarter. Delos Wealth Advisors LLC bought a new stake in shares of Sherwin-Williams during the 2nd quarter worth $36,000. Finally, True Wealth Design LLC boosted its stake in Sherwin-Williams by 129.8% in the third quarter. True Wealth Design LLC now owns 108 shares of the specialty chemicals company’s stock valued at $37,000 after buying an additional 61 shares in the last quarter. Institutional investors and hedge funds own 77.67% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have commented on SHW shares. Zacks Research downgraded Sherwin-Williams from a “hold” rating to a “strong sell” rating in a research note on Friday, January 30th. 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 research report on Wednesday, January 7th. Mizuho increased 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. Citigroup reaffirmed a “buy” rating on shares of Sherwin-Williams in a research note on Monday, January 19th. Finally, UBS Group set a $420.00 price target on Sherwin-Williams in a research note on Friday, January 30th. Eleven analysts have rated the stock with a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $387.67.

Insider Activity

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

Sherwin-Williams Trading Up 0.8%

Shares of NYSE SHW opened at $360.40 on Monday. The firm has a 50 day moving average price of $346.73 and a two-hundred day moving average price of $346.30. The stock has a market cap of $89.30 billion, a P/E ratio of 35.09, a price-to-earnings-growth ratio of 3.12 and a beta of 1.25. The Sherwin-Williams Company has a 52-week low of $308.84 and a 52-week high of $379.65. The company has a debt-to-equity ratio of 2.03, a quick ratio of 0.53 and a current ratio of 0.87.

Sherwin-Williams (NYSE:SHW) last issued its quarterly earnings data on Thursday, January 29th. The specialty chemicals company reported $2.23 earnings per share for the quarter, topping the consensus estimate of $2.16 by $0.07. The company had revenue of $5.60 billion for 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%. Sherwin-Williams’s revenue for the quarter was up 5.6% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.09 earnings per share. As a group, equities analysts forecast 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. Stockholders of record on Monday, March 2nd will be paid a $0.80 dividend. The ex-dividend date of this dividend is Monday, March 2nd. This is a positive change from Sherwin-Williams’s previous quarterly dividend of $0.79. This represents a $3.20 annualized dividend and a dividend yield of 0.9%. Sherwin-Williams’s payout ratio is currently 30.77%.

Key Headlines Impacting 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

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.