Sumitomo Mitsui DS Asset Management Company Ltd Sells 3,054 Shares of The Sherwin-Williams Company $SHW

Key Points

• Sumitomo Mitsui DS Asset Management reduced its Sherwin-Williams stake by 1.1%, selling 3,054 shares and retaining 277,796 shares valued at approximately $95.7 million. Institutional investors collectively own 77.67% of the company.
• Sherwin-Williams reported quarterly EPS of $3.70, exceeding estimates of $3.52, while revenue rose 7.5% year over year to $6.79 billion. The company maintained fiscal 2026 EPS guidance of $11.80–$12.20.
• The company declared a quarterly dividend of $0.80 per share, equivalent to an annualized $3.20 payout and a 0.9% yield. Analysts maintain a consensus “Moderate Buy” rating with an average price target of $385.44.

Sumitomo Mitsui DS Asset Management Company Ltd lowered its position in The Sherwin-Williams Company (NYSE:SHW - Free Report) by 1.1% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 277,796 shares of the specialty chemicals company's stock after selling 3,054 shares during the period. Sumitomo Mitsui DS Asset Management Company Ltd owned about 0.11% of Sherwin-Williams worth $95,651,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in the company. Norges Bank purchased a new position in shares of Sherwin-Williams in the 4th quarter worth approximately $1,089,450,000. Viking Global Investors LP boosted its holdings in shares of Sherwin-Williams by 101.4% in the 2nd quarter. Viking Global Investors LP now owns 1,957,750 shares of the specialty chemicals company's stock worth $672,213,000 after buying an additional 985,520 shares during the last quarter. Balyasny Asset Management L.P. increased its holdings in Sherwin-Williams by 53,827.1% during the fourth quarter. Balyasny Asset Management L.P. now owns 662,225 shares of the specialty chemicals company's stock worth $214,581,000 after buying an additional 660,997 shares during the last quarter. Vanguard Group Inc. boosted its stake in Sherwin-Williams by 2.7% in the fourth quarter. Vanguard Group Inc. now owns 23,237,824 shares of the specialty chemicals company's stock valued at $7,529,752,000 after acquiring an additional 600,119 shares during the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its stake in shares of Sherwin-Williams by 34.0% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 2,023,949 shares of the specialty chemicals company's stock worth $655,820,000 after purchasing an additional 513,126 shares during the last quarter. 77.67% of the stock is owned by institutional investors.

Sherwin-Williams Stock Performance

NYSE SHW opened at $361.62 on Friday. The company has a market capitalization of $87.79 billion, a P/E ratio of 33.33, a P/E/G ratio of 2.68 and a beta of 1.10. The company has a debt-to-equity ratio of 2.16, a quick ratio of 0.46 and a current ratio of 0.73. The Sherwin-Williams Company has a 52-week low of $289.86 and a 52-week high of $379.65. The company has a fifty day moving average of $335.22 and a 200-day moving average of $332.72.

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

Sherwin-Williams Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, September 11th. Investors of record on Friday, August 21st will be given a dividend of $0.80 per share. This represents a $3.20 annualized dividend and a yield of 0.9%. The ex-dividend date is Friday, August 21st. Sherwin-Williams's dividend payout ratio (DPR) is presently 29.49%.

Analyst Ratings Changes

SHW has been the topic of several research reports. Weiss Ratings upgraded Sherwin-Williams from a "hold (c)" rating to a "hold (c+)" rating in a research note on Friday, July 31st. BMO Capital Markets reaffirmed an "outperform" rating and issued a $405.00 price objective (up from $400.00) on shares of Sherwin-Williams in a report on Wednesday, July 29th. UBS Group reaffirmed a "neutral" rating and issued a $390.00 price target on shares of Sherwin-Williams in a report on Wednesday, July 29th. Wells Fargo & Company set a $360.00 price objective on Sherwin-Williams and gave the stock an "equal weight" rating in a report on Wednesday, July 29th. Finally, Evercore reiterated an "outperform" rating on shares of Sherwin-Williams in a research report on Friday, May 8th. Nine research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $385.44.

Insiders Place Their Bets

In other news, insider Karl J. Jorgenrud sold 7,886 shares of the stock in a transaction that occurred on Friday, August 7th. The stock was sold at an average price of $368.30, for a total transaction of $2,904,413.80. Following the completion of the sale, the insider owned 11,944 shares of the company's stock, valued at approximately $4,398,975.20. This represents a 39.77% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Insiders own 0.23% of the company's stock.

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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