The Sherwin-Williams Company $SHW Shares Sold by Andra AP fonden

Key Points

• Andra AP fonden cut its Sherwin-Williams stake by 52.4% in the second quarter, selling 39,520 shares and retaining 35,860 shares valued at approximately $12.35 million. Institutional investors collectively own 77.67% of the company.
• Sherwin-Williams exceeded quarterly expectations with EPS of $3.70 and revenue of $6.79 billion, up 7.5% year over year. The company guided to fiscal 2026 EPS of $11.80–$12.20.
• Analysts maintain a generally positive view, with the stock carrying a “Moderate Buy” consensus rating and an average price target of $387.18 versus a recent price of $328.40. Sherwin-Williams also pays a quarterly dividend of $0.80, representing a 1.0% annualized yield.

Andra AP fonden decreased its holdings in The Sherwin-Williams Company (NYSE:SHW - Free Report) by 52.4% in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 35,860 shares of the specialty chemicals company's stock after selling 39,520 shares during the quarter. Andra AP fonden's holdings in Sherwin-Williams were worth $12,347,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of the business. Tidal Investments LLC raised its stake in Sherwin-Williams by 19.5% in the 2nd quarter. Tidal Investments LLC now owns 39,607 shares of the specialty chemicals company's stock valued at $13,637,000 after purchasing an additional 6,458 shares during the last quarter. National Pension Service raised its position in shares of Sherwin-Williams by 0.9% in the second quarter. National Pension Service now owns 685,433 shares of the specialty chemicals company's stock valued at $236,008,000 after buying an additional 6,086 shares during the last quarter. Cidel Asset Management Inc. raised its holdings in Sherwin-Williams by 15.1% in the 2nd quarter. Cidel Asset Management Inc. now owns 915 shares of the specialty chemicals company's stock valued at $315,000 after acquiring an additional 120 shares during the last quarter. NorthRock Partners LLC grew its position in shares of Sherwin-Williams by 6.3% in the second quarter. NorthRock Partners LLC now owns 1,705 shares of the specialty chemicals company's stock valued at $587,000 after purchasing an additional 101 shares in the last quarter. Finally, Integrated Wealth Concepts LLC grew its position in shares of Sherwin-Williams by 50.8% in the second quarter. Integrated Wealth Concepts LLC now owns 5,887 shares of the specialty chemicals company's stock valued at $2,027,000 after purchasing an additional 1,983 shares in 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 $328.40 on Wednesday. The business has a 50 day moving average price of $339.08 and a 200 day moving average price of $327.85. The stock has a market cap of $79.72 billion, a price-to-earnings ratio of 30.27, a PEG ratio of 2.39 and a beta of 1.09. The Sherwin-Williams Company has a fifty-two week low of $289.86 and a fifty-two week high of $377.77. The company has a quick ratio of 0.46, a current ratio of 0.73 and a debt-to-equity ratio of 2.16.

Sherwin-Williams (NYSE:SHW - Get Free Report) last posted its earnings results on Tuesday, July 28th. The specialty chemicals company reported $3.70 EPS for the quarter, beating analysts' consensus estimates of $3.52 by $0.18. The firm had revenue of $6.79 billion for 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%. The company's revenue was up 7.5% on a year-over-year basis. 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. Equities research analysts anticipate that The Sherwin-Williams Company will post 12.09 earnings per share for the current fiscal year.

Sherwin-Williams Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, September 11th. Shareholders of record on Friday, August 21st were paid a $0.80 dividend. The ex-dividend date was Friday, August 21st. This represents a $3.20 dividend on an annualized basis and a yield of 1.0%. Sherwin-Williams's payout ratio is currently 29.49%.

Wall Street Analyst Weigh In

A number of brokerages have issued reports on SHW. Morgan Stanley reaffirmed an "overweight" rating and issued a $395.00 target price (up from $385.00) on shares of Sherwin-Williams in a research note on Wednesday, July 29th. DA Davidson set a $400.00 price objective on shares of Sherwin-Williams and gave the company a "buy" rating in a report on Monday, August 24th. Citigroup restated a "buy" rating on shares of Sherwin-Williams in a research report on Wednesday, July 29th. Jefferies Financial Group reaffirmed a "hold" rating and set a $375.00 target price on shares of Sherwin-Williams in a research note on Tuesday, July 28th. Finally, JPMorgan Chase & Co. increased their price target on shares of Sherwin-Williams from $365.00 to $380.00 and gave the company an "overweight" rating in a research note on Wednesday, July 29th. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and seven have given a Hold rating to the stock. According to data from MarketBeat.com, Sherwin-Williams currently has an average rating of "Moderate Buy" and a consensus price target of $387.18.

Insider Transactions at Sherwin-Williams

In other news, insider Justin T. Binns sold 13,500 shares of the company's stock in a transaction dated 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 completion of 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 sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Karl Jorgenrud sold 7,886 shares of the 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 sale, 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 position. The disclosure for this sale is available in the SEC filing. 0.23% of the stock is currently owned by corporate insiders.

Sherwin-Williams Company Profile

The Sherwin-Williams Company NYSE: SHW develops, manufactures, distributes and sells paints, coatings, floorcoverings and related products. Its offerings serve professional contractors, industrial and commercial customers, retailers and do-it-yourself consumers, with products used in residential, commercial, industrial and infrastructure applications.

The company operates through three primary business segments: Paint Stores Group, which supplies professional painting contractors through company-operated stores; Consumer Brands Group, which markets products through home-improvement retailers and other channels; and Performance Coatings Group, which provides specialized coatings for industrial, automotive, aerospace, packaging and other markets.

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