Seaport Res Ptn Cuts Earnings Estimates for Sherwin-Williams

The Sherwin-Williams Company (NYSE:SHW - Free Report) - Stock analysts at Seaport Res Ptn lowered their Q2 2025 earnings per share (EPS) estimates for Sherwin-Williams in a research note issued to investors on Monday, May 5th. Seaport Res Ptn analyst M. Harrison now anticipates that the specialty chemicals company will post earnings of $3.72 per share for the quarter, down from their prior estimate of $3.77. The consensus estimate for Sherwin-Williams' current full-year earnings is $12.00 per share. Seaport Res Ptn also issued estimates for Sherwin-Williams' Q2 2026 earnings at $4.11 EPS, Q3 2026 earnings at $4.04 EPS and Q4 2026 earnings at $2.57 EPS.

Sherwin-Williams (NYSE:SHW - Get Free Report) last released its earnings results on Tuesday, April 29th. The specialty chemicals company reported $2.25 EPS for the quarter, beating analysts' consensus estimates of $2.23 by $0.02. The firm had revenue of $5.31 billion for the quarter, compared to analysts' expectations of $5.42 billion. Sherwin-Williams had a return on equity of 74.50% and a net margin of 11.61%. The company's quarterly revenue was down 1.1% on a year-over-year basis. During the same quarter in the prior year, the firm posted $2.17 earnings per share.

Other analysts have also issued research reports about the company. Morgan Stanley decreased their price objective on Sherwin-Williams from $405.00 to $385.00 and set an "overweight" rating for the company in a report on Tuesday, April 22nd. Robert W. Baird set a $370.00 price objective on Sherwin-Williams in a report on Friday, January 31st. Citigroup decreased their price objective on Sherwin-Williams from $423.00 to $375.00 and set a "buy" rating for the company in a report on Tuesday, April 8th. Berenberg Bank upgraded Sherwin-Williams from a "hold" rating to a "buy" rating and increased their price objective for the company from $321.00 to $420.00 in a report on Friday, January 24th. Finally, JPMorgan Chase & Co. increased their price objective on Sherwin-Williams from $370.00 to $390.00 and gave the company an "overweight" rating in a report on Monday, February 3rd. Five analysts have rated the stock with a hold rating, eleven have given a buy rating and two have given a strong buy rating to the company's stock. Based on data from MarketBeat, Sherwin-Williams currently has an average rating of "Moderate Buy" and an average price target of $397.00.

Sherwin-Williams Trading Up 1.6%

Shares of SHW traded up $5.65 during mid-day trading on Wednesday, reaching $357.51. 555,781 shares of the company's stock traded hands, compared to its average volume of 1,761,678. The stock has a market cap of $89.59 billion, a P/E ratio of 33.94, a P/E/G ratio of 2.98 and a beta of 1.25. The stock's 50-day moving average is $341.81 and its two-hundred day moving average is $355.26. Sherwin-Williams has a 12 month low of $282.09 and a 12 month high of $400.42. The company has a debt-to-equity ratio of 2.02, a current ratio of 0.79 and a quick ratio of 0.46.

Sherwin-Williams Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, June 6th. Shareholders of record on Friday, May 16th will be paid a $0.79 dividend. The ex-dividend date of this dividend is Friday, May 16th. This represents a $3.16 annualized dividend and a yield of 0.88%. Sherwin-Williams's dividend payout ratio is presently 29.87%.

Insider Buying and Selling at Sherwin-Williams

In other Sherwin-Williams news, insider Colin M. Davie sold 2,799 shares of the company's stock in a transaction on Thursday, February 27th. The shares were sold at an average price of $360.30, for a total value of $1,008,479.70. Following the completion of the transaction, the insider now owns 5,365 shares in the company, valued at $1,933,009.50. This represents a 34.28% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. 0.60% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Sherwin-Williams

Hedge funds have recently made changes to their positions in the business. Midwest Capital Advisors LLC acquired a new stake in shares of Sherwin-Williams during the fourth quarter worth about $26,000. Perkins Coie Trust Co acquired a new stake in Sherwin-Williams in the first quarter valued at about $27,000. Park Square Financial Group LLC purchased a new position in Sherwin-Williams in the fourth quarter valued at about $27,000. Lee Danner & Bass Inc. purchased a new position in shares of Sherwin-Williams during the 4th quarter worth approximately $28,000. Finally, Synergy Investment Management LLC increased its stake in shares of Sherwin-Williams by 583.3% during the 1st quarter. Synergy Investment Management LLC now owns 82 shares of the specialty chemicals company's stock worth $29,000 after purchasing an additional 70 shares in the last quarter. Institutional investors and hedge funds own 77.67% of the company's stock.

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.