Dearborn Partners LLC Invests $27.73 Million in The Sherwin-Williams Company $SHW

Key Points

• Dearborn Partners acquired 80,534 Sherwin-Williams shares worth approximately $27.73 million in the second quarter, representing 1.3% of its portfolio. Institutional investors collectively own 77.67% of SHW stock.
• Sherwin-Williams beat quarterly earnings expectations, reporting $3.70 EPS versus the $3.52 consensus, while revenue rose 7.5% year over year to $6.79 billion. The company maintained fiscal 2026 EPS guidance of $11.80–$12.20.
• Analysts maintain a “Moderate Buy” consensus with an average price target of $386.29, above the reported $345.20 share price. The company also declared a quarterly dividend of $0.80 per share, while two insiders recently sold shares.

Dearborn Partners LLC acquired a new stake in The Sherwin-Williams Company (NYSE:SHW - Free Report) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 80,534 shares of the specialty chemicals company's stock, valued at approximately $27,729,000. Sherwin-Williams makes up 1.3% of Dearborn Partners LLC's investment portfolio, making the stock its 25th largest position.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. BlackRock Inc. purchased a new position in shares of Sherwin-Williams in the second quarter valued at $6,100,083,000. Norges Bank acquired a new position in shares of Sherwin-Williams during the 4th quarter worth $1,089,450,000. Bank of New York Mellon Corp purchased a new stake in shares of Sherwin-Williams in the 2nd quarter worth about $547,097,000. Legal & General Group Plc purchased a new stake in shares of Sherwin-Williams in the 2nd quarter worth about $459,652,000. Finally, Bank of America Corp DE acquired a new stake in Sherwin-Williams in the 2nd quarter valued at about $412,339,000. 77.67% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Sherwin-Williams

In other news, 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 transaction of $4,761,450.00. Following the sale, the insider owned 21,937 shares in the company, valued at $7,737,179.90. This trade represents a 38.10% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, 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 completion of the sale, the insider directly owned 11,944 shares of the company's stock, valued at approximately $4,398,975.20. This represents a 39.77% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.23% of the stock is owned by company insiders.

Sherwin-Williams Stock Performance

Shares of NYSE SHW opened at $345.20 on Friday. The company has a 50-day simple moving average of $342.43 and a 200-day simple moving average of $332.22. The company has a debt-to-equity ratio of 2.16, a current ratio of 0.73 and a quick ratio of 0.46. The company has a market cap of $83.80 billion, a PE ratio of 31.82, a price-to-earnings-growth ratio of 2.60 and a beta of 1.10. The Sherwin-Williams Company has a 12 month low of $289.86 and a 12 month high of $377.77.

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. 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 the consensus estimate of $6.60 billion. During the same quarter in the prior year, the firm posted $3.38 earnings per share. The company's quarterly revenue was up 7.5% compared to the same quarter last year. Sherwin-Williams has set its FY 2026 guidance at 11.800-12.200 EPS. On average, equities analysts anticipate that The Sherwin-Williams Company will post 12.08 earnings per share for the current 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 dividend of $0.80 per share. This represents a $3.20 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date of this dividend is Friday, August 21st. Sherwin-Williams's dividend payout ratio is currently 29.49%.

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on SHW shares. Evercore restated an "outperform" rating on shares of Sherwin-Williams in a report on Friday, May 8th. Weiss Ratings raised shares of Sherwin-Williams from a "hold (c+)" rating to a "buy (b-)" rating in a report on Wednesday. JPMorgan Chase & Co. raised their price objective on shares of Sherwin-Williams from $365.00 to $380.00 and gave the stock an "overweight" rating in a research note on Wednesday, July 29th. DA Davidson set a $400.00 price objective on Sherwin-Williams and gave the stock a "buy" rating in a research report on Monday. Finally, Jefferies Financial Group reaffirmed a "hold" rating and issued a $375.00 target price on shares of Sherwin-Williams in a research note on Tuesday, July 28th. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $386.29.

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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