What is KeyCorp's Estimate for SHW FY2026 Earnings?

Key Points

• KeyCorp estimates Sherwin-Williams’ FY2026 EPS at $12.10, essentially matching the broader consensus estimate of $12.09. The firm maintains a “Sector Weight” rating.
• Sherwin-Williams reported quarterly EPS of $3.70, above the $3.52 consensus, while revenue reached $6.79 billion and rose 7.5% year over year. Management’s FY2026 EPS guidance is $11.80–$12.20.
• The stock opened at $323.14, below its 50-day moving average of $340.74, while analysts’ consensus rating remains “Moderate Buy” with an average price target of $386.29.

The Sherwin-Williams Company (NYSE:SHW - Free Report) - KeyCorp issued their FY2026 earnings per share (EPS) estimates for Sherwin-Williams in a research note issued to investors on Thursday, September 10th. KeyCorp analyst S. Tiano forecasts that the specialty chemicals company will post earnings of $12.10 per share for the year. KeyCorp has a "Sector Weight" rating on the stock. The consensus estimate for Sherwin-Williams' current full-year earnings is $12.09 per share.

A number of other equities research analysts have also recently commented on the company. BMO Capital Markets reissued an "outperform" rating and issued a $405.00 price objective (up from $400.00) on shares of Sherwin-Williams in a research note on Wednesday, July 29th. Citigroup reaffirmed a "buy" rating on shares of Sherwin-Williams in a report on Wednesday, July 29th. Guggenheim initiated coverage on Sherwin-Williams in a research report on Monday, August 3rd. They issued a "buy" rating and a $400.00 price objective on the stock. Wells Fargo & Company set a $360.00 price objective on Sherwin-Williams and gave the company an "equal weight" rating in a research note on Wednesday, July 29th. Finally, Berenberg Bank set a $380.00 target price on Sherwin-Williams in a research report on Monday, June 8th. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and seven have assigned a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $386.29.

Sherwin-Williams Trading Down 0.1%

SHW opened at $323.14 on Monday. The company has a current ratio of 0.73, a quick ratio of 0.46 and a debt-to-equity ratio of 2.16. The company has a fifty day moving average price of $340.74 and a two-hundred day moving average price of $329.51. The company has a market cap of $78.44 billion, a P/E ratio of 29.78, a price-to-earnings-growth ratio of 2.41 and a beta of 1.09. Sherwin-Williams has a 1-year low of $289.86 and a 1-year high of $377.77.

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

Sherwin-Williams Dividend Announcement

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

Insiders Place Their Bets

In related news, insider Karl J. Jorgenrud sold 7,886 shares of the business's stock in a transaction dated Friday, August 7th. The stock was sold at an average price of $368.30, for a total value of $2,904,413.80. Following the sale, the insider directly owned 11,944 shares in the company, valued at approximately $4,398,975.20. The trade was a 39.77% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, insider Justin Binns sold 13,500 shares of the business's stock in a transaction dated 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 owned 21,937 shares in the company, valued at $7,737,179.90. This represents 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 owned by corporate insiders.

Hedge Funds Weigh In On Sherwin-Williams

Large investors have recently modified their holdings of the business. Tidal Investments LLC boosted its holdings in Sherwin-Williams by 19.5% in the 2nd quarter. Tidal Investments LLC now owns 39,607 shares of the specialty chemicals company's stock worth $13,637,000 after buying an additional 6,458 shares during the period. National Pension Service raised its holdings in Sherwin-Williams by 0.9% during the 2nd quarter. National Pension Service now owns 685,433 shares of the specialty chemicals company's stock valued at $236,008,000 after acquiring an additional 6,086 shares during the period. Cidel Asset Management Inc. lifted its position in shares of Sherwin-Williams by 15.1% during the second quarter. Cidel Asset Management Inc. now owns 915 shares of the specialty chemicals company's stock worth $315,000 after acquiring an additional 120 shares in the last quarter. NorthRock Partners LLC boosted its holdings in shares of Sherwin-Williams by 6.3% in the second quarter. NorthRock Partners LLC now owns 1,705 shares of the specialty chemicals company's stock worth $587,000 after acquiring an additional 101 shares during the period. Finally, Integrated Wealth Concepts LLC boosted its holdings in shares of Sherwin-Williams by 50.8% in the second quarter. Integrated Wealth Concepts LLC now owns 5,887 shares of the specialty chemicals company's stock worth $2,027,000 after acquiring an additional 1,983 shares during the period. Hedge funds and other institutional investors own 77.67% of the company's stock.

About Sherwin-Williams

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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