The Sherwin-Williams Company $SHW Shares Purchased by Equitable Trust Co.

Key Points

• Equitable Trust Co. boosted its stake in The Sherwin‑Williams Company by 78.8%, adding 4,166 shares in Q4 to own 9,455 shares worth about $3.06 million.
• Sherwin‑Williams reported quarterly EPS of $2.35 (vs. $2.27 expected) and revenue of $5.67 billion (up 6.9% YoY), and set FY2026 guidance of 11.50–11.90 EPS (consensus ~11.74).
• The company declared a quarterly dividend of $0.80 ($3.20 annualized, ~1.0% yield) payable June 5, while analysts hold a consensus Moderate Buy rating with an average price target of $375.33.

Equitable Trust Co. boosted its position in The Sherwin-Williams Company (NYSE:SHW - Free Report) by 78.8% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 9,455 shares of the specialty chemicals company's stock after purchasing an additional 4,166 shares during the quarter. Equitable Trust Co.'s holdings in Sherwin-Williams were worth $3,064,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds also recently modified their holdings of the company. Ares Financial Consulting LLC acquired a new position in shares of Sherwin-Williams during the 4th quarter valued at about $27,000. Lodestone Wealth Management LLC acquired a new position in shares of Sherwin-Williams during the 4th quarter valued at about $31,000. Rossby Financial LCC increased its stake in shares of Sherwin-Williams by 96.0% during the 3rd quarter. Rossby Financial LCC now owns 98 shares of the specialty chemicals company's stock valued at $33,000 after acquiring an additional 48 shares during the last quarter. Steigerwald Gordon & Koch Inc. acquired a new position in shares of Sherwin-Williams during the 3rd quarter valued at about $42,000. Finally, Barnes Dennig Private Wealth Management LLC increased its stake in shares of Sherwin-Williams by 42.4% during the 3rd quarter. Barnes Dennig Private Wealth Management LLC now owns 131 shares of the specialty chemicals company's stock valued at $45,000 after acquiring an additional 39 shares during the last quarter. Institutional investors and hedge funds own 77.67% of the company's stock.

Sherwin-Williams Stock Up 0.6%

SHW opened at $312.39 on Wednesday. The firm has a 50 day moving average price of $330.32 and a 200 day moving average price of $337.96. The company has a market cap of $77.05 billion, a PE ratio of 29.98, a price-to-earnings-growth ratio of 2.69 and a beta of 1.16. The Sherwin-Williams Company has a 1 year low of $301.58 and a 1 year 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.

Sherwin-Williams (NYSE:SHW - Get Free Report) last posted 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 during the quarter, compared to the consensus estimate of $5.56 billion. During the same quarter in the prior year, the company earned $2.25 EPS. The company's 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. Sell-side analysts expect that The Sherwin-Williams Company will post 11.74 earnings per share for the current year.

Sherwin-Williams Announces Dividend

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

Insider Transactions at Sherwin-Williams

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 value 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 trade 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 through the SEC website. 0.23% of the stock is owned by company insiders.

Analysts Set New Price Targets

A number of research analysts have recently commented on SHW shares. Wells Fargo & Company dropped their price objective on shares of Sherwin-Williams from $365.00 to $350.00 and set an "equal weight" rating for the company in a research note on Wednesday, April 29th. Bank of America dropped their price objective 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. Vertical Research raised shares of Sherwin-Williams from a "hold" rating to a "buy" rating and set a $371.00 target price for the company in a research report on Wednesday, January 7th. JPMorgan Chase & Co. dropped their target price on shares of Sherwin-Williams from $385.00 to $365.00 and set an "overweight" rating for the company in a research report on Wednesday, April 29th. Finally, Mizuho dropped 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 report on Monday, March 23rd. Ten analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $375.33.

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.

Want to see what other hedge funds are holding SHW? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for The Sherwin-Williams Company (NYSE:SHW - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.