The Sherwin-Williams Company $SHW Shares Sold by Amundi

Key Points

• Amundi cut its Sherwin-Williams stake by 25.9% in the second quarter, selling 570,684 shares and retaining 1.63 million shares valued at approximately $561.3 million. Institutional investors collectively own 77.67% of the company.
• Sherwin-Williams reported quarterly EPS of $3.70 and revenue of $6.79 billion, exceeding analyst expectations, while revenue increased 7.5% year over year. The company issued 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 dividend and a 1.0% yield. Analysts maintain a consensus “Moderate Buy” rating with an average price target of $386.29.

Amundi reduced its position in shares of The Sherwin-Williams Company (NYSE:SHW - Free Report) by 25.9% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,630,211 shares of the specialty chemicals company's stock after selling 570,684 shares during the period. Amundi owned 0.67% of Sherwin-Williams worth $561,314,000 at the end of the most recent quarter.

Other hedge funds have also made changes to their positions in the company. Brighton Jones LLC lifted its position in shares of Sherwin-Williams by 73.6% during the 4th quarter. Brighton Jones LLC now owns 1,545 shares of the specialty chemicals company's stock worth $525,000 after purchasing an additional 655 shares during the last quarter. Empowered Funds LLC raised 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 buying an additional 626 shares in the last quarter. Jump Financial LLC purchased a new stake in Sherwin-Williams during the 2nd quarter worth about $1,210,000. Sei Investments Co. boosted its position in shares of Sherwin-Williams by 43.6% during the 2nd quarter. Sei Investments Co. now owns 196,915 shares of the specialty chemicals company's stock worth $67,612,000 after acquiring an additional 59,831 shares in the last quarter. Finally, Glenview Trust co increased its holdings in shares of Sherwin-Williams by 4.8% in the 2nd quarter. Glenview Trust co now owns 3,249 shares of the specialty chemicals company's stock valued at $1,116,000 after acquiring an additional 148 shares during the last quarter. Hedge funds and other institutional investors own 77.67% of the company's stock.

Sherwin-Williams Price Performance

SHW stock opened at $333.51 on Monday. The company has a current ratio of 0.73, a quick ratio of 0.46 and a debt-to-equity ratio of 2.16. The company has a market capitalization of $80.96 billion, a P/E ratio of 30.74, a PEG ratio of 2.49 and a beta of 1.09. The business has a 50 day simple moving average of $343.07 and a 200-day simple moving average of $330.88. The Sherwin-Williams Company has a twelve month low of $289.86 and a twelve month high of $377.77.

Sherwin-Williams (NYSE:SHW - Get Free Report) last released its quarterly earnings results on Tuesday, July 28th. The specialty chemicals company reported $3.70 EPS for the quarter, beating the consensus estimate of $3.52 by $0.18. The firm had revenue of $6.79 billion during the quarter, compared to the consensus estimate of $6.60 billion. Sherwin-Williams had a net margin of 11.01% and a return on equity of 67.97%. Sherwin-Williams's revenue for the quarter was up 7.5% on a year-over-year basis. During the same quarter in the prior year, the firm earned $3.38 EPS. Sherwin-Williams has set its FY 2026 guidance at 11.800-12.200 EPS. As a group, equities analysts anticipate that The Sherwin-Williams Company will post 12.08 EPS for the current year.

Sherwin-Williams Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, September 11th. Stockholders of record on Friday, August 21st will be paid a dividend of $0.80 per share. The ex-dividend date is Friday, August 21st. This represents a $3.20 annualized dividend and a dividend yield of 1.0%. Sherwin-Williams's dividend payout ratio is 29.49%.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on the company. UBS Group restated a "neutral" rating and set a $390.00 target price on shares of Sherwin-Williams in a research note on Wednesday, July 29th. BMO Capital Markets reissued an "outperform" rating and set a $405.00 price objective (up from $400.00) on shares of Sherwin-Williams in a report on Wednesday, July 29th. The Goldman Sachs Group set a $420.00 price objective on shares of Sherwin-Williams in a research report on Wednesday, July 29th. Berenberg Bank set a $380.00 target price on shares of Sherwin-Williams in a report on Monday, June 8th. Finally, DA Davidson set a $400.00 target price on shares of Sherwin-Williams and gave the company a "buy" rating in a research report on Monday, August 24th. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $386.29.

Insider Transactions at Sherwin-Williams

In related news, insider Karl Jorgenrud sold 7,886 shares of the firm's stock in a transaction dated 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 transaction, the insider owned 11,944 shares of the company's stock, valued at $4,398,975.20. This trade represents a 39.77% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, insider Justin T. Binns sold 13,500 shares of the company's stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $352.70, for a total value of $4,761,450.00. Following the sale, the insider directly owned 21,937 shares of the company's stock, valued at approximately $7,737,179.90. This represents a 38.10% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Company 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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