The Sherwin-Williams Company (NYSE:SHW) Stock Rated "Moderate Buy" by Sell-Side Analysts

Key Points

• Analyst consensus is “Moderate Buy”: Of 18 analysts covering Sherwin-Williams, nine recommend buying, eight rate it a hold, and one gives a strong buy. The average 12-month price target is $387.47.
• Quarterly results exceeded expectations: Sherwin-Williams reported EPS of $3.70 versus the $3.52 consensus estimate, while revenue rose 7.5% year over year to $6.79 billion. Management provided fiscal 2026 EPS guidance of $11.80–$12.20.
• Shareholders received a quarterly dividend of $0.80, equivalent to $3.20 annually and a 1.0% yield. Institutional investors own 77.67% of the company, while recent insider transactions involved significant stock sales.

The Sherwin-Williams Company (NYSE:SHW - Get Free Report) has been given an average recommendation of "Moderate Buy" by the eighteen research firms that are currently covering the firm, MarketBeat reports. Eight equities research analysts have rated the stock with a hold recommendation, nine have given a buy recommendation and one has given a strong buy recommendation to the company. The average 12 month price objective among analysts that have covered the stock in the last year is $387.47.

Several research firms have commented on SHW. Wells Fargo & Company set a $340.00 price objective on shares of Sherwin-Williams and gave the company an "equal weight" rating in a report on Friday. Citigroup restated a "buy" rating on shares of Sherwin-Williams in a report on Wednesday, July 29th. KeyCorp started coverage on Sherwin-Williams in a report on Thursday, September 10th. They set a "sector weight" rating on the stock. The Goldman Sachs Group set a $420.00 target price on Sherwin-Williams in a research report on Wednesday, July 29th. Finally, Berenberg Bank set a $380.00 price target on shares of Sherwin-Williams in a research report on Monday, June 8th.

Sherwin-Williams Stock Up 2.7%

Shares of SHW opened at $329.09 on Friday. The business's 50 day moving average is $338.58 and its 200 day moving average is $327.73. The company has a current ratio of 0.73, a quick ratio of 0.46 and a debt-to-equity ratio of 2.16. Sherwin-Williams has a 12-month low of $289.86 and a 12-month high of $377.77. The company has a market capitalization of $79.89 billion, a PE ratio of 30.33, a price-to-earnings-growth ratio of 2.39 and a beta of 1.09.

Sherwin-Williams (NYSE:SHW - Get Free Report) last announced its quarterly earnings data on Tuesday, July 28th. The specialty chemicals company reported $3.70 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $3.52 by $0.18. Sherwin-Williams had a net margin of 11.01% and a return on equity of 67.97%. The business had revenue of $6.79 billion during the quarter, compared to analyst estimates of $6.60 billion. During the same period last year, the firm posted $3.38 EPS. The company's revenue was up 7.5% on a year-over-year basis. Sherwin-Williams has set its FY 2026 guidance at 11.800-12.200 EPS. Research analysts expect that Sherwin-Williams will post 12.09 earnings per share for the current fiscal year.

Sherwin-Williams Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, September 11th. Stockholders of record on Friday, August 21st were issued a $0.80 dividend. The ex-dividend date was Friday, August 21st. This represents a $3.20 dividend on an annualized basis and a dividend yield of 1.0%. Sherwin-Williams's payout ratio is 29.49%.

Insider Transactions at Sherwin-Williams

In other Sherwin-Williams news, insider Karl Jorgenrud sold 7,886 shares of the business's stock in a transaction that occurred on Friday, August 7th. The stock was sold at an average price of $368.30, for a total transaction of $2,904,413.80. Following the sale, the insider directly owned 11,944 shares of the company's stock, valued at $4,398,975.20. The trade was a 39.77% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Justin T. Binns sold 13,500 shares of the firm's stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $352.70, for a total value of $4,761,450.00. Following the completion of the sale, the insider directly owned 21,937 shares of the company's stock, valued at $7,737,179.90. The trade was a 38.10% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.23% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently modified their holdings of the business. BlackRock Inc. purchased a new position in Sherwin-Williams in the 2nd quarter worth about $6,100,083,000. Norges Bank bought a new stake in shares of Sherwin-Williams during the fourth quarter valued at approximately $1,089,450,000. Wellington Management Group LLP grew its stake in Sherwin-Williams by 133.7% in the second quarter. Wellington Management Group LLP now owns 2,784,679 shares of the specialty chemicals company's stock worth $958,821,000 after purchasing an additional 1,593,009 shares in the last quarter. Bank of New York Mellon Corp purchased a new position in Sherwin-Williams during the 2nd quarter worth $547,097,000. Finally, Legal & General Group Plc bought a new stake in Sherwin-Williams during the 2nd quarter valued at $459,652,000. Institutional investors own 77.67% of the company's stock.

Sherwin-Williams Company Profile

The Sherwin-Williams Company NYSE: SHW develops, manufactures, distributes and sells paints, coatings, floorcoverings and related products. Its offerings serve professional contractors, industrial and commercial customers, retailers and do-it-yourself consumers, with products used in residential, commercial, industrial and infrastructure applications.

The company operates through three primary business segments: Paint Stores Group, which supplies professional painting contractors through company-operated stores; Consumer Brands Group, which markets products through home-improvement retailers and other channels; and Performance Coatings Group, which provides specialized coatings for industrial, automotive, aerospace, packaging and other markets.

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