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

Key Points

• Beacon Investment Advisory Services cut its Sherwin-Williams position 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 by $0.18, while revenue rose 7.5% year over year to $6.79 billion. The company also maintained FY 2026 EPS guidance of $11.80–$12.20.
• The stock traded at $326.16, below its 50-day moving average, while analysts maintained a “Moderate Buy” consensus with an average price target of $386.29; the company declared a quarterly dividend of $0.80 per share.

Beacon Investment Advisory Services Inc. decreased its holdings in The Sherwin-Williams Company (NYSE:SHW - Free Report) by 90.1% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor 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 filing with the Securities & Exchange Commission.

A number of other large investors have also modified their holdings of SHW. Fideuram Asset Management Ireland dac acquired a new stake in Sherwin-Williams in the fourth quarter valued at approximately $2,496,000. Kinsale Capital Group Inc. acquired a new position in Sherwin-Williams during the 4th quarter worth approximately $4,805,000. Blueline Advisors LLC acquired a new position in Sherwin-Williams during the 4th quarter worth approximately $1,694,000. BlackRock Inc. purchased a new stake in shares of Sherwin-Williams in the 2nd quarter valued at approximately $6,100,083,000. Finally, Caisse de depot et placement du Quebec acquired a new stake in shares of Sherwin-Williams in the 2nd quarter valued at $5,473,000. Hedge funds and other institutional investors own 77.67% of the company's stock.

Sherwin-Williams Stock Down 2.3%

SHW opened at $326.16 on Wednesday. The business's 50-day simple moving average is $342.51 and its 200-day simple moving average is $330.36. The company has a debt-to-equity ratio of 2.16, a quick ratio of 0.46 and a current ratio of 0.73. The Sherwin-Williams Company has a one year low of $289.86 and a one year high of $377.77. The stock has a market capitalization of $79.18 billion, a P/E ratio of 30.06, a price-to-earnings-growth ratio of 2.49 and a beta of 1.09.

Sherwin-Williams (NYSE:SHW - Get Free Report) last announced its earnings results 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. The firm had revenue of $6.79 billion during the quarter, compared to analysts' expectations of $6.60 billion. Sherwin-Williams had a return on equity of 67.97% and a net margin of 11.01%.The business's revenue was up 7.5% on a year-over-year basis. During the same period in the prior year, the firm earned $3.38 EPS. Sherwin-Williams has set its FY 2026 guidance at 11.800-12.200 EPS. Analysts anticipate that The Sherwin-Williams Company will post 12.08 EPS for the current year.

Sherwin-Williams Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, September 11th. Shareholders of record on Friday, August 21st will be paid a $0.80 dividend. The ex-dividend date is Friday, August 21st. This represents a $3.20 dividend on an annualized basis and a yield of 1.0%. Sherwin-Williams's payout ratio is currently 29.49%.

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on the stock. UBS Group reaffirmed a "neutral" rating and set a $390.00 price objective on shares of Sherwin-Williams in a research report on Wednesday, July 29th. Morgan Stanley reaffirmed an "overweight" rating and set a $395.00 price objective (up from $385.00) on shares of Sherwin-Williams in a research report on Wednesday, July 29th. Guggenheim began coverage on Sherwin-Williams in a report on Monday, August 3rd. They issued a "buy" rating and a $400.00 price objective on the stock. Berenberg Bank set a $380.00 target price on Sherwin-Williams in a research note on Monday, June 8th. Finally, JPMorgan Chase & Co. upped their price target on Sherwin-Williams from $365.00 to $380.00 and gave the company an "overweight" rating in a report on Wednesday, July 29th. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus target price of $386.29.

Insider Activity at Sherwin-Williams

In other news, insider Karl J. Jorgenrud sold 7,886 shares of Sherwin-Williams stock in a transaction on Friday, August 7th. The shares were sold at an average price of $368.30, for a total value of $2,904,413.80. Following the transaction, 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 position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Justin Binns sold 13,500 shares of the company's stock in a transaction on Monday, August 17th. The shares were sold at an average price of $352.70, for a total transaction of $4,761,450.00. Following the completion of the sale, the insider owned 21,937 shares of the company's stock, valued at approximately $7,737,179.90. This trade represents a 38.10% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.23% of the stock is currently owned by corporate insiders.

Sherwin-Williams 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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