Q3 EPS Estimate for Sherwin-Williams Reduced by Analyst

Key Points

• Seaport Res Ptn has reduced their Q3 2025 EPS estimate for Sherwin-Williams from $3.49 to $3.47, adjusting the company's overall earnings forecast for FY2025 to $11.31 EPS.
• Several analysts have adjusted their price targets for Sherwin-Williams, with UBS Group lowering theirs to $395.00 while Evercore ISI raised theirs to $400.00.
• Sherwin-Williams announced a quarterly dividend of $0.79, representing a 0.9% yield, with a dividend payout ratio of 31.35%.

The Sherwin-Williams Company (NYSE:SHW - Free Report) - Equities research analysts at Seaport Res Ptn reduced their Q3 2025 earnings per share (EPS) estimates for Sherwin-Williams in a report issued on Monday, September 22nd. Seaport Res Ptn analyst M. Harrison now forecasts that the specialty chemicals company will post earnings per share of $3.47 for the quarter, down from their previous forecast of $3.49. The consensus estimate for Sherwin-Williams' current full-year earnings is $12.00 per share. Seaport Res Ptn also issued estimates for Sherwin-Williams' FY2025 earnings at $11.31 EPS, Q2 2026 earnings at $3.75 EPS, Q3 2026 earnings at $3.77 EPS, Q4 2026 earnings at $2.42 EPS and FY2026 earnings at $12.35 EPS.

A number of other analysts have also commented on SHW. UBS Group reduced their target price on Sherwin-Williams from $410.00 to $395.00 and set a "buy" rating for the company in a report on Wednesday, July 23rd. Evercore ISI increased their price objective on Sherwin-Williams from $380.00 to $400.00 and gave the company an "outperform" rating in a research report on Tuesday, August 26th. JPMorgan Chase & Co. decreased their target price on Sherwin-Williams from $390.00 to $378.00 and set an "overweight" rating for the company in a research report on Wednesday, July 23rd. Mizuho lowered their target price on shares of Sherwin-Williams from $400.00 to $385.00 and set an "outperform" rating on the stock in a research note on Wednesday, July 23rd. Finally, Citigroup reduced their price target on shares of Sherwin-Williams from $385.00 to $375.00 and set a "neutral" rating for the company in a research note on Wednesday, July 23rd. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average price target of $387.27.

Sherwin-Williams Price Performance

Shares of NYSE SHW opened at $346.72 on Tuesday. The firm has a market cap of $86.45 billion, a P/E ratio of 34.40, a PEG ratio of 2.88 and a beta of 1.18. Sherwin-Williams has a twelve month low of $308.84 and a twelve month high of $400.42. The company has a quick ratio of 0.48, a current ratio of 0.78 and a debt-to-equity ratio of 1.78. The company has a 50 day moving average of $354.60 and a 200 day moving average of $348.70.

Sherwin-Williams (NYSE:SHW - Get Free Report) last issued its earnings results on Tuesday, July 22nd. The specialty chemicals company reported $3.38 earnings per share (EPS) for the quarter, missing the consensus estimate of $3.76 by ($0.38). Sherwin-Williams had a return on equity of 66.91% and a net margin of 11.03%.The firm had revenue of $6.31 billion during the quarter, compared to analysts' expectations of $6.31 billion. During the same period last year, the firm posted $3.70 earnings per share. The firm's quarterly revenue was up .6% on a year-over-year basis. Sherwin-Williams has set its FY 2025 guidance at 11.200-11.500 EPS.

Sherwin-Williams Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, September 5th. Shareholders of record on Friday, August 15th were given a $0.79 dividend. This represents a $3.16 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend was Friday, August 15th. Sherwin-Williams's dividend payout ratio is 31.35%.

Insider Buying and Selling

In other news, insider Justin T. Binns sold 609 shares of the firm's stock in a transaction on Monday, August 25th. The stock was sold at an average price of $368.82, for a total value of $224,611.38. Following the completion of the sale, the insider owned 17,922 shares of the company's stock, valued at $6,609,992.04. This trade represents a 3.29% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, CAO James P. Lang sold 860 shares of the company's stock in a transaction on Wednesday, August 6th. The shares were sold at an average price of $350.35, for a total value of $301,301.00. Following the completion of the transaction, the chief accounting officer directly owned 377 shares in the company, valued at approximately $132,081.95. The trade was a 69.52% decrease in their ownership of the stock. The disclosure for this sale can be found here. Company insiders own 0.60% of the company's stock.

Institutional Inflows and Outflows

A number of hedge funds have recently modified their holdings of the company. Norges Bank purchased a new stake in Sherwin-Williams in the second quarter valued at approximately $1,296,565,000. GAMMA Investing LLC lifted its stake in Sherwin-Williams by 41,717.1% during the 1st quarter. GAMMA Investing LLC now owns 1,636,304 shares of the specialty chemicals company's stock valued at $571,381,000 after acquiring an additional 1,632,391 shares during the period. Price T Rowe Associates Inc. MD boosted its holdings in shares of Sherwin-Williams by 21.0% in the 1st quarter. Price T Rowe Associates Inc. MD now owns 8,657,536 shares of the specialty chemicals company's stock valued at $3,023,126,000 after acquiring an additional 1,505,341 shares during the last quarter. Viking Global Investors LP boosted its holdings in shares of Sherwin-Williams by 101.4% in the 2nd quarter. Viking Global Investors LP now owns 1,957,750 shares of the specialty chemicals company's stock valued at $672,213,000 after acquiring an additional 985,520 shares during the last quarter. Finally, Nuveen LLC acquired a new stake in shares of Sherwin-Williams in the first quarter worth $265,510,000. 77.67% of the stock is owned by institutional investors and hedge funds.

About Sherwin-Williams

The Sherwin-Williams Company engages in the development, manufacture, distribution, and sale of paints, coating, and related products to professional, industrial, commercial, and retail customers. It operates through three segments: Paint Stores Group, Consumer Brands Group, and Performance Coatings Group.

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