The Sherwin-Williams Company $SHW Stake Cut by Flossbach Von Storch SE

Key Points

• Flossbach Von Storch SE trimmed its stake in The Sherwin‑Williams Company by 4.0% in Q4, selling 16,469 shares and leaving it with 392,985 shares (about 0.16% of the company) valued at roughly $127.34 million.
• Company insiders sold shares recently — Colin M. Davie sold 2,976 shares and SVP Bryan J. Young sold 2,513 shares — leaving insiders with just 0.23% ownership.
• Sherwin‑Williams beat quarterly EPS estimates ($2.35 vs. $2.28), set FY2026 guidance of $11.50–$11.90 EPS, announced a $0.80 quarterly dividend (1.0% yield), and carries an average analyst target of $379.08 with a consensus rating of "Moderate Buy."

Flossbach Von Storch SE decreased its holdings in shares of The Sherwin-Williams Company (NYSE:SHW - Free Report) by 4.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 392,985 shares of the specialty chemicals company's stock after selling 16,469 shares during the period. Flossbach Von Storch SE owned about 0.16% of Sherwin-Williams worth $127,339,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently modified their holdings of SHW. Vanguard Group Inc. lifted its holdings 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 worth $7,529,752,000 after acquiring an additional 600,119 shares during the last quarter. Capital Research Global Investors grew its holdings in shares of Sherwin-Williams by 0.3% during the third quarter. Capital Research Global Investors now owns 3,432,977 shares of the specialty chemicals company's stock valued at $1,188,698,000 after purchasing an additional 11,560 shares during the last quarter. JPMorgan Chase & Co. raised its position in shares of Sherwin-Williams by 0.4% during the 3rd quarter. JPMorgan Chase & Co. now owns 3,052,021 shares of the specialty chemicals company's stock worth $1,056,811,000 after purchasing an additional 12,715 shares during the period. Viking Global Investors LP raised its position in shares of Sherwin-Williams by 47.2% during the 3rd quarter. Viking Global Investors LP now owns 2,881,091 shares of the specialty chemicals company's stock worth $997,607,000 after purchasing an additional 923,341 shares during the period. Finally, Capital International Investors lifted its holdings in shares of Sherwin-Williams by 2.0% in the 3rd quarter. Capital International Investors now owns 2,675,299 shares of the specialty chemicals company's stock worth $926,249,000 after purchasing an additional 52,322 shares during the last quarter. 77.67% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other news, insider Colin M. Davie sold 2,976 shares of the stock in a transaction that occurred 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 completion of the transaction, the insider directly owned 5,365 shares in the company, valued at $1,928,717.50. This trade represents a 35.68% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, SVP Bryan J. Young sold 2,513 shares of the firm's stock in a transaction that occurred on Tuesday, February 24th. The shares were sold at an average price of $364.47, for a total transaction of $915,913.11. Following the transaction, the senior vice president owned 10,045 shares in the company, valued at $3,661,101.15. This represents a 20.01% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.23% of the stock is currently owned by company insiders.

Analyst Ratings Changes

A number of research analysts recently commented on SHW shares. Weiss Ratings restated a "hold (c+)" rating on shares of Sherwin-Williams in a research note on Friday, March 27th. Bank of America cut their target price on Sherwin-Williams from $370.00 to $365.00 and set a "neutral" rating on the stock in a research note on Tuesday, April 21st. UBS Group lowered their price target on shares of Sherwin-Williams from $420.00 to $380.00 and set a "buy" rating for the company in a research report on Thursday, April 2nd. Mizuho dropped their price objective on shares of Sherwin-Williams from $410.00 to $371.00 and set an "outperform" rating on the stock in a report on Monday, March 23rd. Finally, Citigroup cut their price objective on shares of Sherwin-Williams from $410.00 to $385.00 and set a "buy" rating on the stock in a research report on Wednesday, April 1st. Nine equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company's stock. Based on data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average target price of $379.08.

Sherwin-Williams Stock Down 0.5%

SHW opened at $336.11 on Tuesday. The stock's 50 day moving average price is $333.82 and its 200 day moving average price is $338.35. The company has a debt-to-equity ratio of 2.03, a current ratio of 0.87 and a quick ratio of 0.53. The stock has a market cap of $83.14 billion, a P/E ratio of 32.73, a P/E/G ratio of 2.90 and a beta of 1.27. The Sherwin-Williams Company has a 12 month low of $301.58 and a 12 month high of $379.65.

Sherwin-Williams (NYSE:SHW - Get Free Report) last released its quarterly earnings results on Tuesday, April 28th. The specialty chemicals company reported $2.35 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.28 by $0.07. Sherwin-Williams had a return on equity of 65.26% and a net margin of 10.90%.Sherwin-Williams has set its FY 2026 guidance at 11.500-11.900 EPS. As a group, research analysts predict that The Sherwin-Williams Company will post 11.82 earnings per share for the current year.

Sherwin-Williams Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, June 5th. Investors of record on Friday, May 22nd will be given a $0.80 dividend. This represents a $3.20 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date is Friday, May 22nd. Sherwin-Williams's dividend payout ratio is currently 31.16%.

Sherwin-Williams 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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