Crestwood Advisors Group LLC Sells 4,400 Shares of The Sherwin-Williams Company $SHW

Key Points

• Crestwood Advisors Group LLC trimmed its stake in The Sherwin‑Williams Company by 5.4%, selling 4,400 shares and leaving it with 77,153 shares valued at about $25 million at quarter‑end.
• Sherwin‑Williams beat expectations in the latest quarter with $2.35 EPS (consensus $2.27) and $5.67 billion in revenue, and set FY2026 guidance of 11.50–11.90 EPS (analysts forecast 11.74).
• The company declared a quarterly dividend of $0.80 per share (annualized $3.20), a 1.0% yield, payable June 5 with record/ex‑dividend date May 22.

Crestwood Advisors Group LLC trimmed its holdings in shares of The Sherwin-Williams Company (NYSE:SHW - Free Report) by 5.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 77,153 shares of the specialty chemicals company's stock after selling 4,400 shares during the period. Crestwood Advisors Group LLC's holdings in Sherwin-Williams were worth $25,000,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of the business. Mokosak Advisory Group LLC bought a new stake in shares of Sherwin-Williams during the fourth quarter worth approximately $212,000. Sequoia Financial Advisors LLC raised its stake in shares of Sherwin-Williams by 8.2% during the fourth quarter. Sequoia Financial Advisors LLC now owns 144,944 shares of the specialty chemicals company's stock worth $46,966,000 after buying an additional 10,943 shares during the last quarter. Gateway Investment Advisers LLC bought a new stake in shares of Sherwin-Williams during the fourth quarter worth approximately $235,000. Stevens Capital Management LP bought a new stake in shares of Sherwin-Williams during the fourth quarter worth approximately $518,000. Finally, Equitable Trust Co. raised its stake in shares of Sherwin-Williams by 78.8% during the fourth quarter. Equitable Trust Co. now owns 9,455 shares of the specialty chemicals company's stock worth $3,064,000 after buying an additional 4,166 shares during the last quarter. 77.67% of the stock is owned by institutional investors.

Sherwin-Williams Stock Down 1.0%

Shares of NYSE:SHW opened at $320.31 on Friday. The Sherwin-Williams Company has a 52 week low of $301.58 and a 52 week high of $379.65. The company has a debt-to-equity ratio of 2.10, a quick ratio of 0.53 and a current ratio of 0.86. The company has a market capitalization of $79.00 billion, a PE ratio of 30.74, a PEG ratio of 2.80 and a beta of 1.16. The company has a 50 day moving average price of $328.62 and a two-hundred day moving average price of $337.83.

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

Sherwin-Williams Announces Dividend

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

Insider Activity

In other news, SVP Bryan J. Young sold 2,513 shares of the stock in a transaction on Tuesday, February 24th. The shares were sold at an average price of $364.47, for a total transaction of $915,913.11. Following the completion of the sale, the senior vice president owned 10,045 shares of the company's stock, valued at $3,661,101.15. This represents a 20.01% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.23% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently weighed in on the stock. Deutsche Bank Aktiengesellschaft downgraded shares of Sherwin-Williams from a "buy" rating to a "hold" rating and set a $380.00 price target for the company. in a research note on Thursday, January 22nd. UBS Group dropped their price target on shares of Sherwin-Williams from $420.00 to $380.00 and set a "buy" rating for the company in a research note on Thursday, April 2nd. Mizuho lowered 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 note on Monday, March 23rd. Zacks Research raised shares of Sherwin-Williams from a "strong sell" rating to a "hold" rating in a research note on Tuesday, March 31st. Finally, Bank of America lowered 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 note on Tuesday, April 21st. Ten equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company's stock. According to data from MarketBeat.com, the company currently 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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