CORDA Investment Management LLC. Buys Shares of 5,267 The Sherwin-Williams Company $SHW

Key Points

• CORDA Investment Management initiated a position in Sherwin-Williams by purchasing 5,267 shares worth approximately $1.8 million. Institutional investors collectively own 77.67% of the company.
• Sherwin-Williams exceeded quarterly expectations, reporting $3.70 in EPS and $6.79 billion in revenue, with revenue up 7.5% year over year. The company guided to fiscal 2026 EPS of $11.80–$12.20.
• Analysts maintain a “Moderate Buy” consensus with an average price target of $385.44, while the company declared a quarterly dividend of $0.80 per share, equivalent to a 0.9% annual yield.

CORDA Investment Management LLC. bought a new position in shares of The Sherwin-Williams Company (NYSE:SHW - Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 5,267 shares of the specialty chemicals company's stock, valued at approximately $1,814,000.

Other institutional investors also recently modified their holdings of the company. Wilkerson Advisory Group LLC lifted its holdings in shares of Sherwin-Williams by 172.4% during the 1st quarter. Wilkerson Advisory Group LLC now owns 79 shares of the specialty chemicals company's stock valued at $25,000 after purchasing an additional 50 shares in the last quarter. Ares Financial Consulting LLC bought a new stake in Sherwin-Williams during the 4th quarter worth approximately $27,000. Lloyd Advisory Services LLC. acquired a new stake in Sherwin-Williams during the 4th quarter worth approximately $27,000. Whipplewood Advisors LLC acquired a new stake in Sherwin-Williams during the 1st quarter worth approximately $28,000. Finally, Kemnay Advisory Services Inc. bought a new position in Sherwin-Williams in the fourth quarter valued at approximately $30,000. 77.67% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Sherwin-Williams news, insider Karl J. Jorgenrud sold 7,886 shares of the business's stock in a transaction dated Friday, August 7th. The shares were sold at an average price of $368.30, for a total transaction of $2,904,413.80. Following the sale, 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 filing with the SEC, which is available through this link. 0.23% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

SHW has been the subject of several research reports. The Goldman Sachs Group set a $420.00 price objective on shares of Sherwin-Williams in a research report on Wednesday, July 29th. Jefferies Financial Group reaffirmed a "hold" rating and issued a $375.00 price objective on shares of Sherwin-Williams in a research report on Tuesday, July 28th. Wells Fargo & Company set a $360.00 target price on shares of Sherwin-Williams and gave the stock an "equal weight" rating in a research note on Wednesday, July 29th. BMO Capital Markets reissued an "outperform" rating and issued a $405.00 price target (up from $400.00) on shares of Sherwin-Williams in a research note on Wednesday, July 29th. Finally, Guggenheim initiated coverage on Sherwin-Williams in a research note on Monday, August 3rd. They issued a "buy" rating and a $400.00 price target on the stock. Nine equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat, the company has an average rating of "Moderate Buy" and a consensus target price of $385.44.

Sherwin-Williams Price Performance

Shares of SHW opened at $358.40 on Friday. The company has a quick ratio of 0.46, a current ratio of 0.73 and a debt-to-equity ratio of 2.16. The Sherwin-Williams Company has a twelve month low of $289.86 and a twelve month high of $379.65. The stock has a market capitalization of $87.01 billion, a P/E ratio of 33.03, a P/E/G ratio of 2.68 and a beta of 1.10. The company has a 50 day moving average of $336.29 and a 200-day moving average of $332.90.

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 analysts' consensus estimates of $3.52 by $0.18. Sherwin-Williams had a net margin of 11.01% and a return on equity of 67.97%. The business had revenue of $6.79 billion for the quarter, compared to analyst estimates of $6.60 billion. During the same quarter in the previous year, the firm posted $3.38 earnings per share. The firm's revenue for the quarter was up 7.5% on a year-over-year basis. Sherwin-Williams has set its FY 2026 guidance at 11.800-12.200 EPS. As a group, equities research analysts forecast that The Sherwin-Williams Company will post 12.08 EPS for the current fiscal year.

Sherwin-Williams Dividend Announcement

The firm also recently declared 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. This represents a $3.20 annualized dividend and a yield of 0.9%. The ex-dividend date is Friday, August 21st. Sherwin-Williams's payout ratio is presently 29.49%.

Sherwin-Williams Company 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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