Callan Family Office LLC Purchases New Position in The Sherwin-Williams Company $SHW

Key Points

• Callan Family Office LLC acquired 5,748 Sherwin-Williams shares worth approximately $1.98 million in the second quarter. Institutional investors collectively own 77.67% of the company.
• Sherwin-Williams exceeded quarterly expectations, reporting $3.70 in EPS versus the $3.52 consensus and $6.79 billion in revenue, up 7.5% year over year. The company guided to fiscal 2026 EPS of $11.80–$12.20.
• The company declared a quarterly dividend of $0.80 per share, equivalent to a $3.20 annualized payout and a 0.9% yield. Analysts maintain a “Moderate Buy” consensus with an average price target of $385.44.

Callan Family Office LLC purchased a new position in The Sherwin-Williams Company (NYSE:SHW - Free Report) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 5,748 shares of the specialty chemicals company's stock, valued at approximately $1,979,000.

A number of other hedge funds also recently bought and sold shares of the business. Wilkerson Advisory Group LLC increased its holdings in Sherwin-Williams by 172.4% in the 1st quarter. Wilkerson Advisory Group LLC now owns 79 shares of the specialty chemicals company's stock worth $25,000 after acquiring an additional 50 shares in the last quarter. Lloyd Advisory Services LLC. purchased a new position in Sherwin-Williams during the fourth quarter valued at $27,000. Ares Financial Consulting LLC purchased a new position in Sherwin-Williams during the fourth quarter valued at $27,000. Whipplewood Advisors LLC acquired a new stake in shares of Sherwin-Williams in the first quarter valued at about $28,000. Finally, Tacita Capital Inc acquired a new stake in shares of Sherwin-Williams in the second quarter valued at about $30,000. Hedge funds and other institutional investors own 77.67% of the company's stock.

Sherwin-Williams Stock Performance

NYSE:SHW opened at $347.02 on Monday. The company has a market cap of $84.24 billion, a P/E ratio of 31.98, a P/E/G ratio of 2.58 and a beta of 1.10. The Sherwin-Williams Company has a twelve month low of $289.86 and a twelve month high of $379.65. The company's 50-day moving average price is $340.16 and its 200-day moving average price is $332.64. 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 (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 the consensus estimate of $3.52 by $0.18. The company had revenue of $6.79 billion during 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%. Sherwin-Williams's revenue was up 7.5% compared to the same quarter last year. During the same quarter in the prior year, the company earned $3.38 EPS. Sherwin-Williams has set its FY 2026 guidance at 11.800-12.200 EPS. On average, sell-side analysts forecast that The Sherwin-Williams Company will post 12.08 earnings per share for the current fiscal year.

Sherwin-Williams Announces Dividend

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

Wall Street Analysts Forecast Growth

Several research analysts recently weighed in on the stock. Berenberg Bank set a $380.00 price target on shares of Sherwin-Williams in a research report on Monday, June 8th. The Goldman Sachs Group set a $420.00 price objective on Sherwin-Williams in a report on Wednesday, July 29th. JPMorgan Chase & Co. boosted their price objective on Sherwin-Williams from $365.00 to $380.00 and gave the stock an "overweight" rating in a research note on Wednesday, July 29th. Citigroup reissued a "buy" rating on shares of Sherwin-Williams in a report on Wednesday, July 29th. Finally, Guggenheim initiated coverage on Sherwin-Williams in a research report on Monday, August 3rd. They issued a "buy" rating and a $400.00 target price on the stock. Nine equities research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company's stock. According to data from MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus target price of $385.44.

Insider Activity at Sherwin-Williams

In other Sherwin-Williams news, insider Karl J. Jorgenrud sold 7,886 shares of the business's stock in a transaction 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 transaction, the insider owned 11,944 shares of the company's stock, valued at approximately $4,398,975.20. The trade was a 39.77% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider Justin T. Binns sold 13,500 shares of the firm's stock in a transaction on Monday, August 17th. The stock was 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. This trade represents a 38.10% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.23% of the stock is currently owned by company insiders.

About Sherwin-Williams

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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