Wilkinson Global Asset Management LLC Acquires Shares of 156,466 The Sherwin-Williams Company $SHW

Key Points

• Wilkinson Global Asset Management acquired 156,466 Sherwin-Williams shares worth approximately $53.9 million, making SHW its 10th-largest holding and about 4.3% of its portfolio.
• Sherwin-Williams exceeded quarterly expectations, reporting $3.70 in EPS 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.
• The company declared a quarterly dividend of $0.80 per share, or $3.20 annualized, yielding approximately 0.9%. Analysts maintain a “Moderate Buy” consensus with an average price target of $385.44.

Wilkinson Global Asset Management LLC acquired a new stake in The Sherwin-Williams Company (NYSE:SHW - Free Report) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 156,466 shares of the specialty chemicals company's stock, valued at approximately $53,874,000. Sherwin-Williams comprises approximately 4.3% of Wilkinson Global Asset Management LLC's investment portfolio, making the stock its 10th largest position. Wilkinson Global Asset Management LLC owned approximately 0.06% of Sherwin-Williams at the end of the most recent reporting period.

Other large investors have also recently modified their holdings of the company. Sapient Capital LLC raised its holdings in Sherwin-Williams by 0.3% during the 4th quarter. Sapient Capital LLC now owns 9,176 shares of the specialty chemicals company's stock valued at $2,993,000 after buying an additional 30 shares during the period. Eastern Bank boosted its stake in Sherwin-Williams by 50.8% during the second quarter. Eastern Bank now owns 89 shares of the specialty chemicals company's stock worth $31,000 after buying an additional 30 shares during the period. Deseret Mutual Benefit Administrators increased its position in Sherwin-Williams by 6.2% during the fourth quarter. Deseret Mutual Benefit Administrators now owns 527 shares of the specialty chemicals company's stock valued at $171,000 after acquiring an additional 31 shares during the last quarter. Heartland Bank & Trust Co increased its position in Sherwin-Williams by 2.8% during the first quarter. Heartland Bank & Trust Co now owns 1,174 shares of the specialty chemicals company's stock valued at $376,000 after acquiring an additional 32 shares during the last quarter. Finally, Nicholas Hoffman & Company LLC. raised its stake in shares of Sherwin-Williams by 1.9% in the fourth quarter. Nicholas Hoffman & Company LLC. now owns 1,789 shares of the specialty chemicals company's stock valued at $580,000 after acquiring an additional 33 shares during the period. Institutional investors own 77.67% of the company's stock.

Insider Activity at Sherwin-Williams

In other news, insider Karl J. Jorgenrud sold 7,886 shares of the business's stock in a transaction on 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 sale, the insider directly owned 11,944 shares of the company's stock, valued at $4,398,975.20. The trade was a 39.77% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Insiders own 0.23% of the company's stock.

Sherwin-Williams Stock Down 0.2%

Shares of SHW stock opened at $358.40 on Monday. The stock's fifty day moving average price is $336.29 and its 200 day moving average price is $332.78. The Sherwin-Williams Company has a 1-year low of $289.86 and a 1-year high of $379.65. The company has a market cap of $87.01 billion, a price-to-earnings ratio of 33.03, a price-to-earnings-growth ratio of 2.68 and a beta of 1.10. The company has a debt-to-equity ratio of 2.16, a current ratio of 0.73 and a quick ratio of 0.46.

Sherwin-Williams (NYSE:SHW - Get Free Report) last issued its quarterly earnings results on Tuesday, July 28th. The specialty chemicals company reported $3.70 earnings per share for the quarter, topping the consensus estimate 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 during the quarter, compared to the consensus estimate of $6.60 billion. During the same quarter last year, the company earned $3.38 earnings per share. The company's quarterly 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. On average, research analysts expect that The Sherwin-Williams Company will post 12.08 earnings per share for the current fiscal year.

Sherwin-Williams Dividend Announcement

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

Analyst Ratings Changes

Several equities research analysts have recently issued reports on the stock. The Goldman Sachs Group set a $420.00 target price on shares of Sherwin-Williams in a report on Wednesday, July 29th. Wells Fargo & Company set a $360.00 price objective on Sherwin-Williams and gave the company an "equal weight" rating in a research report on Wednesday, July 29th. UBS Group reaffirmed a "neutral" rating and set a $390.00 target price on shares of Sherwin-Williams in a research report on Wednesday, July 29th. Bank of America dropped their target price on shares of Sherwin-Williams from $370.00 to $365.00 and set a "neutral" rating on the stock in a report on Tuesday, April 21st. Finally, Evercore reiterated an "outperform" rating on shares of Sherwin-Williams in a report on Friday, May 8th. Nine investment analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company's stock. Based on data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $385.44.

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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