Mitsubishi UFJ Asset Management Co. Ltd. Purchases 24,742 Shares of The Sherwin-Williams Company $SHW

Key Points

• Mitsubishi UFJ Asset Management increased its stake in The Sherwin‑Williams Company by 3.2% in Q4, buying 24,742 shares to hold 806,835 shares (about 0.33%) valued at $264,513,000.
• Sherwin‑Williams beat Q1 estimates (EPS $2.35 vs $2.27; revenue $5.67B vs $5.56B) and set FY2026 guidance of $11.50–$11.90 EPS, while analysts hold a consensus "Moderate Buy" with a $375.33 average price target amid several recent target adjustments.
• The company announced a quarterly dividend of $0.80 (annualized $3.20, ~1.0% yield) with record date May 22, and SVP Bryan J. Young sold 2,513 shares on Feb 24, reducing his holding by about 20% (insiders own 0.23%).

Mitsubishi UFJ Asset Management Co. Ltd. increased its position in The Sherwin-Williams Company (NYSE:SHW - Free Report) by 3.2% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 806,835 shares of the specialty chemicals company's stock after purchasing an additional 24,742 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd. owned approximately 0.33% of Sherwin-Williams worth $264,513,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently modified their holdings of the company. Cordatus Wealth Management LLC raised its holdings in shares of Sherwin-Williams by 149.4% in the 3rd quarter. Cordatus Wealth Management LLC now owns 9,588 shares of the specialty chemicals company's stock valued at $3,320,000 after purchasing an additional 5,744 shares during the period. Nordea Investment Management AB raised its holdings in shares of Sherwin-Williams by 16.1% in the 3rd quarter. Nordea Investment Management AB now owns 125,914 shares of the specialty chemicals company's stock valued at $43,536,000 after purchasing an additional 17,422 shares during the period. Wealthfront Advisers LLC raised its holdings in shares of Sherwin-Williams by 26.1% in the 3rd quarter. Wealthfront Advisers LLC now owns 30,927 shares of the specialty chemicals company's stock valued at $10,709,000 after purchasing an additional 6,408 shares during the period. Mairs & Power Inc. raised its holdings in shares of Sherwin-Williams by 0.7% in the 3rd quarter. Mairs & Power Inc. now owns 464,043 shares of the specialty chemicals company's stock valued at $160,680,000 after purchasing an additional 3,430 shares during the period. Finally, Inscription Capital LLC bought a new stake in shares of Sherwin-Williams in the 3rd quarter valued at about $1,069,000. 77.67% of the stock is owned by institutional investors.

Insider Activity

In other Sherwin-Williams news, SVP Bryan J. Young sold 2,513 shares of the stock in a transaction that occurred 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 transaction, the senior vice president owned 10,045 shares in the company, valued at $3,661,101.15. This represents a 20.01% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.23% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

SHW has been the topic of a number of research analyst reports. Bank of America dropped their target price on shares of Sherwin-Williams from $370.00 to $365.00 and set a "neutral" rating on the stock in a report on Tuesday, April 21st. Vertical Research raised shares of Sherwin-Williams from a "hold" rating to a "buy" rating and set a $371.00 price target on the stock in a report on Wednesday, January 7th. UBS Group lowered their price target on shares of Sherwin-Williams from $420.00 to $380.00 and set a "buy" rating on the stock in a report on Thursday, April 2nd. Citigroup lowered their price target on shares of Sherwin-Williams from $410.00 to $385.00 and set a "buy" rating on the stock in a report on Wednesday, April 1st. Finally, Wells Fargo & Company lowered their price target 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, April 29th. Ten research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company's stock. According to data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $375.33.

Sherwin-Williams Stock Performance

Shares of NYSE:SHW opened at $312.39 on Wednesday. The company's 50 day moving average price is $330.32 and its two-hundred day moving average price is $337.96. The Sherwin-Williams Company has a 12-month low of $301.58 and a 12-month high of $379.65. The firm has a market cap of $77.05 billion, a PE ratio of 29.98, a PEG ratio of 2.69 and a beta of 1.16. The company has a quick ratio of 0.53, a current ratio of 0.86 and a debt-to-equity ratio of 2.10.

Sherwin-Williams (NYSE:SHW - Get Free Report) last announced its earnings results on Tuesday, April 28th. The specialty chemicals company reported $2.35 earnings per share (EPS) for the quarter, topping 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 firm had revenue of $5.67 billion for the quarter, compared to analyst estimates of $5.56 billion. During the same quarter in the prior year, the business posted $2.25 EPS. The business's revenue was up 6.9% compared to the same quarter last year. Sherwin-Williams has set its FY 2026 guidance at 11.500-11.900 EPS. Equities research analysts predict that The Sherwin-Williams Company will post 11.74 earnings per share for the current year.

Sherwin-Williams Announces Dividend

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

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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