PFA Pension Forsikringsaktieselskab Invests $64.06 Million in The Sherwin-Williams Company $SHW

Key Points

• PFA Pension Forsikringsaktieselskab bought a new stake of 196,408 shares in The Sherwin‑Williams Company valued at approximately $64.06 million, representing about 0.08% ownership.
• Several analysts have trimmed price targets (e.g., UBS to $380, Mizuho to $371), but the consensus rating remains a Moderate Buy with an average price target of $375.33.
• Sherwin‑Williams beat quarterly estimates (EPS $2.35 vs. $2.27; revenue $5.67B vs. $5.56B), set FY2026 guidance of 11.50–11.90 EPS, and declared a quarterly dividend of $0.80 (annualized $3.20, ~1.0% yield).

PFA Pension Forsikringsaktieselskab bought a new position in The Sherwin-Williams Company (NYSE:SHW - Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 196,408 shares of the specialty chemicals company's stock, valued at approximately $64,060,000. PFA Pension Forsikringsaktieselskab owned about 0.08% of Sherwin-Williams as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Brighton Jones LLC lifted its stake in Sherwin-Williams by 73.6% in the fourth quarter. Brighton Jones LLC now owns 1,545 shares of the specialty chemicals company's stock valued at $525,000 after purchasing an additional 655 shares during the last quarter. Empowered Funds LLC lifted its stake in Sherwin-Williams by 11.2% in the first quarter. Empowered Funds LLC now owns 6,236 shares of the specialty chemicals company's stock valued at $2,178,000 after purchasing an additional 626 shares during the last quarter. Jump Financial LLC purchased a new position in Sherwin-Williams in the second quarter valued at approximately $1,210,000. Sei Investments Co. lifted its stake in Sherwin-Williams by 43.6% in the second quarter. Sei Investments Co. now owns 196,915 shares of the specialty chemicals company's stock valued at $67,612,000 after purchasing an additional 59,831 shares during the last quarter. Finally, Glenview Trust co lifted its stake in Sherwin-Williams by 4.8% in the second quarter. Glenview Trust co now owns 3,249 shares of the specialty chemicals company's stock valued at $1,116,000 after purchasing an additional 148 shares during the last quarter. Hedge funds and other institutional investors own 77.67% of the company's stock.

Analysts Set New Price Targets

SHW has been the topic of several research analyst reports. UBS Group dropped their price objective on Sherwin-Williams from $420.00 to $380.00 and set a "buy" rating on the stock in a research note on Thursday, April 2nd. Evercore set a $390.00 price objective on Sherwin-Williams in a research note on Wednesday. Deutsche Bank Aktiengesellschaft downgraded Sherwin-Williams from a "buy" rating to a "hold" rating and set a $380.00 price objective on the stock. in a research note on Thursday, January 22nd. Mizuho dropped their price objective on Sherwin-Williams from $410.00 to $371.00 and set an "outperform" rating on the stock in a research note on Monday, March 23rd. Finally, Citigroup lowered their target price 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. Ten investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $375.33.

Insider Buying and Selling at Sherwin-Williams

In other news, insider Colin M. Davie sold 2,976 shares of the company's stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $359.50, for a total value of $1,069,872.00. Following the transaction, the insider owned 5,365 shares of the company's stock, valued at approximately $1,928,717.50. This represents a 35.68% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, SVP Bryan J. Young sold 2,513 shares of the company's stock in a transaction on Tuesday, February 24th. The stock was sold at an average price of $364.47, for a total transaction of $915,913.11. Following the completion of the transaction, the senior vice president directly owned 10,045 shares in the company, valued at approximately $3,661,101.15. The trade was a 20.01% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 0.23% of the company's stock.

Sherwin-Williams Trading Down 1.1%

Shares of SHW stock opened at $318.05 on Friday. The company's fifty day simple moving average is $331.28 and its two-hundred day simple moving average is $338.08. The company has a debt-to-equity ratio of 2.10, a current ratio of 0.86 and a quick ratio of 0.53. The Sherwin-Williams Company has a 1 year low of $301.58 and a 1 year high of $379.65. The stock has a market capitalization of $78.44 billion, a price-to-earnings ratio of 30.52, a PEG ratio of 2.80 and a beta of 1.16.

Sherwin-Williams (NYSE:SHW - Get Free Report) last issued its earnings results on Tuesday, April 28th. The specialty chemicals company reported $2.35 earnings per share (EPS) for the quarter, beating 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 business had revenue of $5.67 billion for the quarter, compared to analysts' expectations of $5.56 billion. During the same quarter in the previous year, the firm posted $2.25 EPS. The business's revenue for the quarter 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. As a group, analysts anticipate that The Sherwin-Williams Company will post 11.74 earnings per share for the current year.

Sherwin-Williams Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, June 5th. Stockholders of record on Friday, May 22nd will be issued a $0.80 dividend. 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 presently 30.71%.

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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