UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Cuts Holdings in The Sherwin-Williams Company $SHW

Key Points

• UBS Asset Management reduced its Sherwin-Williams stake by 9.8% in the second quarter, selling 196,769 shares and retaining 1.80 million shares valued at approximately $621.1 million.
• Sherwin-Williams reported quarterly earnings of $3.70 per share, exceeding estimates, while revenue rose 7.5% year over year to $6.79 billion. The company issued fiscal 2026 EPS guidance of $11.80–$12.20.
• Analysts maintain a generally positive outlook, with a consensus “Moderate Buy” rating and an average price target of $386.29 versus the stock’s $344.92 opening price; the company also declared a quarterly dividend of $0.80 per share.

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed its position in The Sherwin-Williams Company (NYSE:SHW - Free Report) by 9.8% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,803,962 shares of the specialty chemicals company's stock after selling 196,769 shares during the quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC owned about 0.74% of Sherwin-Williams worth $621,140,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in SHW. Wilkerson Advisory Group LLC boosted its position in shares of Sherwin-Williams by 172.4% during the 1st quarter. Wilkerson Advisory Group LLC now owns 79 shares of the specialty chemicals company's stock valued at $25,000 after acquiring an additional 50 shares during the last quarter. Lloyd Advisory Services LLC. purchased a new position in shares of Sherwin-Williams in the fourth quarter valued at $27,000. Whipplewood Advisors LLC bought a new stake in Sherwin-Williams in the first quarter worth $28,000. Tacita Capital Inc purchased a new stake in Sherwin-Williams during the second quarter valued at $30,000. Finally, Kemnay Advisory Services Inc. purchased a new stake in Sherwin-Williams during the fourth quarter valued at $30,000. 77.67% of the stock is owned by institutional investors.

Insider Activity

In other news, insider Justin T. Binns sold 13,500 shares of the stock in a transaction that occurred on Monday, August 17th. The stock was 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 in the company, 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 SEC, which can be accessed through the SEC website. Also, insider Karl J. Jorgenrud sold 7,886 shares of the firm's stock in a transaction that occurred on Friday, August 7th. The stock was sold at an average price of $368.30, for a total value of $2,904,413.80. Following the sale, the insider directly owned 11,944 shares of the company's stock, valued at $4,398,975.20. This represents a 39.77% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.23% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

SHW has been the subject of a number of recent research reports. Morgan Stanley reissued an "overweight" rating and issued a $395.00 price objective (up from $385.00) on shares of Sherwin-Williams in a research note on Wednesday, July 29th. Weiss Ratings upgraded shares of Sherwin-Williams from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Wednesday. Jefferies Financial Group reaffirmed a "hold" rating and issued a $375.00 price target on shares of Sherwin-Williams in a report on Tuesday, July 28th. Citigroup reissued a "buy" rating on shares of Sherwin-Williams in a research note on Wednesday, July 29th. Finally, DA Davidson set a $400.00 price objective on 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 issued a Buy rating and six have given a Hold rating to the company. According to MarketBeat, the company has an average rating of "Moderate Buy" and a consensus price target of $386.29.

Sherwin-Williams Trading Up 0.0%

SHW stock opened at $344.92 on Monday. The Sherwin-Williams Company has a twelve month low of $289.86 and a twelve month high of $377.77. The stock has a market capitalization of $83.73 billion, a price-to-earnings ratio of 31.79, a price-to-earnings-growth ratio of 2.57 and a beta of 1.10. The company has a quick ratio of 0.46, a current ratio of 0.73 and a debt-to-equity ratio of 2.16. The firm's fifty day simple moving average is $342.90 and its two-hundred day simple moving average is $332.11.

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

Sherwin-Williams Dividend Announcement

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

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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