Benjamin Edwards Inc. Has $42.57 Million Stake in The Sherwin-Williams Company $SHW

Key Points

• Benjamin Edwards Inc. cut its stake in The Sherwin‑Williams Company by 7.2% to 131,324 shares worth $42.57 million at quarter‑end, while institutional and hedge funds collectively own about 77.67% of SHW.
• Company insiders sold shares recently — Colin M. Davie sold 2,976 shares and SVP Bryan J. Young sold 2,513 shares — leaving corporate insiders with only 0.23% ownership.
• Sherwin‑Williams beat Q results (EPS $2.35 vs. $2.27 expected) with revenue up 6.9% YoY, set FY2026 EPS guidance of 11.50–11.90, and declared a quarterly dividend of $0.80 ($3.20 annualized, ~1.0% yield; ex‑dividend May 22).

Benjamin Edwards Inc. decreased its position in shares of The Sherwin-Williams Company (NYSE:SHW - Free Report) by 7.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 131,324 shares of the specialty chemicals company's stock after selling 10,195 shares during the period. Benjamin Edwards Inc. owned 0.05% of Sherwin-Williams worth $42,569,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of SHW. Brighton Jones LLC lifted its position in Sherwin-Williams by 73.6% during the 4th quarter. Brighton Jones LLC now owns 1,545 shares of the specialty chemicals company's stock worth $525,000 after acquiring an additional 655 shares during the last quarter. Empowered Funds LLC lifted its position in Sherwin-Williams by 11.2% during the 1st quarter. Empowered Funds LLC now owns 6,236 shares of the specialty chemicals company's stock worth $2,178,000 after acquiring an additional 626 shares during the last quarter. Jump Financial LLC acquired a new position in Sherwin-Williams during the 2nd quarter worth $1,210,000. Sei Investments Co. lifted its position in Sherwin-Williams by 43.6% during the 2nd quarter. Sei Investments Co. now owns 196,915 shares of the specialty chemicals company's stock worth $67,612,000 after acquiring an additional 59,831 shares during the last quarter. Finally, Glenview Trust co lifted its position in Sherwin-Williams by 4.8% during the 2nd quarter. Glenview Trust co now owns 3,249 shares of the specialty chemicals company's stock worth $1,116,000 after acquiring an additional 148 shares during the last quarter. Institutional investors and hedge funds own 77.67% of the company's stock.

Insider Activity

In related news, insider Colin M. Davie sold 2,976 shares of the stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $359.50, for a total value of $1,069,872.00. Following the completion of the transaction, the insider owned 5,365 shares of the company's stock, valued at $1,928,717.50. This represents a 35.68% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, SVP Bryan J. Young sold 2,513 shares of the stock in a transaction dated Tuesday, February 24th. The stock was sold at an average price of $364.47, for a total transaction of $915,913.11. Following the completion of the transaction, the senior vice president directly owned 10,045 shares of the company's stock, valued at $3,661,101.15. This trade represents a 20.01% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.23% of the company's stock.

Sherwin-Williams Trading Down 1.1%

Shares of Sherwin-Williams stock opened at $318.05 on Friday. The firm has a market capitalization of $78.44 billion, a PE ratio of 30.52, a price-to-earnings-growth ratio of 2.80 and a beta of 1.16. The company has a debt-to-equity ratio of 2.10, a current ratio of 0.86 and a quick ratio of 0.53. The company's fifty day moving average price is $331.28 and its two-hundred day moving average price is $338.08. The Sherwin-Williams Company has a 52-week low of $301.58 and a 52-week high of $379.65.

Sherwin-Williams (NYSE:SHW - Get Free Report) last posted its earnings results on Tuesday, April 28th. The specialty chemicals company reported $2.35 earnings per share for the quarter, beating analysts' consensus estimates of $2.27 by $0.08. Sherwin-Williams had a net margin of 10.86% and a return on equity of 64.55%. The business had revenue of $5.67 billion for the quarter, compared to analysts' expectations of $5.56 billion. During the same quarter in the previous year, the firm posted $2.25 earnings per share. The firm's revenue for the quarter was up 6.9% on a year-over-year basis. Sherwin-Williams has set its FY 2026 guidance at 11.500-11.900 EPS. On average, analysts expect that The Sherwin-Williams Company will post 11.74 EPS for the current year.

Sherwin-Williams Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, June 5th. Investors of record on Friday, May 22nd will be given a $0.80 dividend. This represents a $3.20 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend is Friday, May 22nd. Sherwin-Williams's dividend payout ratio is 30.71%.

Analyst Upgrades and Downgrades

A number of research analysts have weighed in on the stock. Vertical Research raised shares of Sherwin-Williams from a "hold" rating to a "buy" rating and set a $371.00 target price for the company in a research report on Wednesday, January 7th. Mizuho cut their target price on shares of Sherwin-Williams from $410.00 to $371.00 and set an "outperform" rating for the company in a research report on Monday, March 23rd. Citigroup cut their target price on shares of Sherwin-Williams from $410.00 to $385.00 and set a "buy" rating for the company in a research report on Wednesday, April 1st. Bank of America cut their target price on shares of Sherwin-Williams from $370.00 to $365.00 and set a "neutral" rating for the company in a research report on Tuesday, April 21st. Finally, Wells Fargo & Company dropped their price objective on shares of Sherwin-Williams from $365.00 to $350.00 and set an "equal weight" rating on the stock in a report on Wednesday. Ten research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and an average target price of $375.33.

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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