Lansforsakringar Fondforvaltning AB publ Boosts Holdings in The Sherwin-Williams Company $SHW

Lansforsakringar Fondforvaltning AB publ boosted its holdings in The Sherwin-Williams Company (NYSE:SHW) by 3.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 75,696 shares of the specialty chemicals company’s stock after purchasing an additional 2,178 shares during the period. Lansforsakringar Fondforvaltning AB publ’s holdings in Sherwin-Williams were worth $26,210,000 at the end of the most recent reporting period.

Other large investors have also recently modified their holdings of the company. Norges Bank purchased a new position in shares of Sherwin-Williams in the second quarter valued at about $1,296,565,000. Viking Global Investors LP boosted its holdings in Sherwin-Williams by 101.4% in the second quarter. Viking Global Investors LP now owns 1,957,750 shares of the specialty chemicals company’s stock valued at $672,213,000 after acquiring an additional 985,520 shares in the last quarter. Bessemer Group Inc. raised its holdings in Sherwin-Williams by 4,029.8% in the 2nd quarter. Bessemer Group Inc. now owns 621,532 shares of the specialty chemicals company’s stock worth $213,410,000 after purchasing an additional 606,482 shares in the last quarter. Amundi grew its holdings in shares of Sherwin-Williams by 55.8% during the 2nd quarter. Amundi now owns 1,665,333 shares of the specialty chemicals company’s stock worth $587,047,000 after acquiring an additional 596,657 shares during the period. Finally, JPMorgan Chase & Co. boosted its position in shares of Sherwin-Williams by 22.3% during the second quarter. JPMorgan Chase & Co. now owns 3,039,306 shares of the specialty chemicals company’s stock valued at $1,043,595,000 after purchasing an additional 553,275 shares in the last quarter. Hedge funds and other institutional investors own 77.67% of the company’s stock.

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

Analysts Set New Price Targets

Several equities research analysts recently commented on the stock. Mizuho boosted their price objective on shares of Sherwin-Williams from $400.00 to $410.00 and gave the stock an “outperform” rating in a research note on Tuesday, February 17th. UBS Group set a $420.00 price objective on shares of Sherwin-Williams in a report on Friday, January 30th. Vertical Research upgraded Sherwin-Williams from a “hold” rating to a “buy” rating and set a $371.00 price objective for the company in a research note on Wednesday, January 7th. Weiss Ratings restated a “hold (c+)” rating on shares of Sherwin-Williams in a research report on Monday, December 29th. Finally, JPMorgan Chase & Co. boosted their price objective on Sherwin-Williams from $378.00 to $385.00 and gave the company an “overweight” rating in a research note on Wednesday, October 29th. Eleven research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $387.67.

Sherwin-Williams Stock Performance

NYSE SHW opened at $360.40 on Monday. The company has a debt-to-equity ratio of 2.03, a current ratio of 0.87 and a quick ratio of 0.53. The Sherwin-Williams Company has a 1-year low of $308.84 and a 1-year high of $379.65. The business has a 50 day simple moving average of $346.73 and a two-hundred day simple moving average of $346.30. The stock has a market capitalization of $89.30 billion, a PE ratio of 35.09, a P/E/G ratio of 3.12 and a beta of 1.25.

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 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 business’s revenue was up 5.6% on a year-over-year basis. During the same period last year, the company posted $2.09 EPS. On average, research analysts predict that The Sherwin-Williams Company will post 12 EPS for the current fiscal year.

Sherwin-Williams Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, March 13th. Shareholders of record on Monday, March 2nd will be paid a $0.80 dividend. The ex-dividend date is Monday, March 2nd. This is a positive change from Sherwin-Williams’s previous quarterly dividend of $0.79. This represents a $3.20 dividend on an annualized basis and a yield of 0.9%. Sherwin-Williams’s payout ratio is 30.77%.

Insider Buying and Selling

In other 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 transaction, the insider directly owned 5,365 shares of the company’s stock, valued at approximately $1,928,717.50. This trade represents a 35.68% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. 0.60% of the stock is owned by corporate insiders.

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.