Beacon Investment Advisory Services Inc. Decreases Holdings in The Sherwin-Williams Company $SHW

Key Points

• Beacon Investment Advisory Services cut its Sherwin-Williams stake by 90.1% in the second quarter, selling 58,195 shares and retaining 6,402 shares valued at approximately $2.2 million.
• Sherwin-Williams reported quarterly EPS of $3.70, exceeding estimates of $3.52, while revenue rose 7.5% year over year to $6.79 billion. The company issued fiscal 2026 EPS guidance of $11.80–$12.20.
• Shares recently traded at $369.59, up 1.7%, while analysts maintained a “Moderate Buy” consensus with an average price target of $385.44; the company also declared a quarterly dividend of $0.80 per share.

Beacon Investment Advisory Services Inc. lowered its position in The Sherwin-Williams Company (NYSE:SHW - Free Report) by 90.1% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 6,402 shares of the specialty chemicals company's stock after selling 58,195 shares during the period. Beacon Investment Advisory Services Inc.'s holdings in Sherwin-Williams were worth $2,204,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Norges Bank purchased a new position in shares of Sherwin-Williams in the fourth quarter valued at $1,089,450,000. Viking Global Investors LP raised its stake in shares of Sherwin-Williams by 101.4% during the 2nd quarter. Viking Global Investors LP now owns 1,957,750 shares of the specialty chemicals company's stock worth $672,213,000 after buying an additional 985,520 shares during the last quarter. Balyasny Asset Management L.P. boosted its position in shares of Sherwin-Williams by 53,827.1% in the 4th quarter. Balyasny Asset Management L.P. now owns 662,225 shares of the specialty chemicals company's stock worth $214,581,000 after buying an additional 660,997 shares in the last quarter. Vanguard Group Inc. boosted its position in shares of Sherwin-Williams by 2.7% in the 4th quarter. Vanguard Group Inc. now owns 23,237,824 shares of the specialty chemicals company's stock worth $7,529,752,000 after buying an additional 600,119 shares in the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its stake in Sherwin-Williams by 34.0% in the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 2,023,949 shares of the specialty chemicals company's stock valued at $655,820,000 after acquiring an additional 513,126 shares during the last quarter. 77.67% of the stock is owned by institutional investors and hedge funds.

Sherwin-Williams Trading Up 1.7%

Shares of SHW stock opened at $369.59 on Friday. The company has a market capitalization of $89.72 billion, a price-to-earnings ratio of 34.06, a PEG ratio of 2.75 and a beta of 1.10. 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 firm has a 50-day moving average price of $329.94 and a 200 day moving average price of $332.57. The Sherwin-Williams Company has a twelve month low of $289.86 and a twelve month high of $379.65.

Sherwin-Williams (NYSE:SHW - Get Free Report) last released its quarterly earnings results on Tuesday, July 28th. The specialty chemicals company reported $3.70 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.52 by $0.18. The company had revenue of $6.79 billion for the quarter, compared to analysts' expectations of $6.60 billion. Sherwin-Williams had a net margin of 11.01% and a return on equity of 67.97%. The firm's revenue for the quarter was up 7.5% compared to the same quarter last year. During the same period last year, the company earned $3.38 EPS. Sherwin-Williams has set its FY 2026 guidance at 11.800-12.200 EPS. Research analysts forecast that The Sherwin-Williams Company will post 12.08 earnings per share for the current fiscal year.

Sherwin-Williams Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, September 11th. Investors of record on Friday, August 21st will be given a dividend of $0.80 per share. The ex-dividend date is Friday, August 21st. This represents a $3.20 dividend on an annualized basis and a yield of 0.9%. Sherwin-Williams's dividend payout ratio (DPR) is 29.49%.

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on SHW shares. Weiss Ratings upgraded shares of Sherwin-Williams from a "hold (c)" rating to a "hold (c+)" rating in a report on Friday, July 31st. The Goldman Sachs Group set a $420.00 price target on shares of Sherwin-Williams in a report on Wednesday, July 29th. Wells Fargo & Company set a $360.00 price target on shares of Sherwin-Williams and gave the company an "equal weight" rating in a research report on Wednesday, July 29th. UBS Group reissued a "neutral" rating and set a $390.00 price objective on shares of Sherwin-Williams in a research note on Wednesday, July 29th. Finally, BMO Capital Markets restated an "outperform" rating and set a $405.00 price objective (up from $400.00) on shares of Sherwin-Williams in a research report on Wednesday, July 29th. Nine equities research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $385.44.

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.

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