United Capital Financial Advisors LLC Buys New Stake in The Sherwin-Williams Company $SHW

Key Points

• United Capital Financial Advisors bought 6,644 Sherwin-Williams shares worth approximately $2.29 million in the second quarter. Institutional investors collectively own 77.67% of the company.
• Sherwin-Williams exceeded quarterly expectations, reporting $3.70 in earnings per share and $6.79 billion in revenue, with revenue up 7.5% year over year. The company guided to fiscal 2026 EPS of $11.80–$12.20.
• Analysts maintain a “Moderate Buy” consensus, with an average price target of $386.29 versus the reported share price of $344.92. The company also declared a quarterly dividend of $0.80 per share, a 0.9% annualized yield.

United Capital Financial Advisors LLC bought a new position in The Sherwin-Williams Company (NYSE:SHW - Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund bought 6,644 shares of the specialty chemicals company's stock, valued at approximately $2,288,000.

A number of other hedge funds also recently bought and sold shares of the business. BlackRock Inc. bought a new stake in shares of Sherwin-Williams in the 2nd quarter worth about $6,100,083,000. Norges Bank bought a new position in shares of Sherwin-Williams in the 4th quarter valued at about $1,089,450,000. Bank of New York Mellon Corp purchased a new position in Sherwin-Williams in the second quarter worth about $547,097,000. Legal & General Group Plc bought a new stake in Sherwin-Williams during the second quarter worth approximately $459,652,000. Finally, Bank of America Corp DE bought a new stake in Sherwin-Williams during the second quarter worth approximately $412,339,000. Hedge funds and other institutional investors own 77.67% of the company's stock.

Sherwin-Williams Price Performance

Shares of SHW stock opened at $344.92 on Friday. The stock has a 50 day moving average price of $342.90 and a 200 day moving average price of $332.31. The Sherwin-Williams Company has a 52-week low of $289.86 and a 52-week high of $377.77. The company has a debt-to-equity ratio of 2.16, a quick ratio of 0.46 and a current ratio of 0.73. The firm has a market capitalization of $83.73 billion, a P/E ratio of 31.79, a P/E/G ratio of 2.57 and a beta of 1.10.

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 for the quarter, topping analysts' consensus estimates of $3.52 by $0.18. Sherwin-Williams had a return on equity of 67.97% and a net margin of 11.01%.The business had revenue of $6.79 billion for the quarter, compared to analyst estimates of $6.60 billion. During the same quarter last year, the firm posted $3.38 earnings per share. The business's revenue was up 7.5% compared to the same quarter last year. Sherwin-Williams has set its FY 2026 guidance at 11.800-12.200 EPS. As a group, sell-side analysts predict that The Sherwin-Williams Company will post 12.08 earnings per share for the current year.

Sherwin-Williams Announces Dividend

The business also recently announced 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. This represents a $3.20 annualized dividend and a yield of 0.9%. The ex-dividend date is Friday, August 21st. Sherwin-Williams's payout ratio is 29.49%.

Insider Transactions at Sherwin-Williams

In other Sherwin-Williams news, insider Karl J. Jorgenrud sold 7,886 shares of the stock in a transaction dated Friday, August 7th. The shares were sold at an average price of $368.30, for a total transaction of $2,904,413.80. Following the completion of the sale, the insider directly owned 11,944 shares of the company's stock, valued at approximately $4,398,975.20. This represents a 39.77% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, insider Justin T. Binns sold 13,500 shares of the firm's stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $352.70, for a total transaction of $4,761,450.00. Following the completion of the sale, the insider owned 21,937 shares in the company, valued at $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. Insiders own 0.23% of the company's stock.

Analyst Upgrades and Downgrades

A number of brokerages recently issued reports on SHW. Guggenheim assumed coverage on Sherwin-Williams in a research report on Monday, August 3rd. They issued a "buy" rating and a $400.00 price target for the company. Morgan Stanley reissued 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. Royal Bank Of Canada restated an "outperform" rating and issued a $405.00 target price (up from $391.00) on shares of Sherwin-Williams in a report on Wednesday, July 8th. Evercore reaffirmed an "outperform" rating on shares of Sherwin-Williams in a research note on Friday, May 8th. Finally, Citigroup reiterated a "buy" rating on shares of Sherwin-Williams in a report on Wednesday, July 29th. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and six have issued a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average target price of $386.29.

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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