Seaport Res Ptn Issues Positive Outlook for SHW Earnings

The Sherwin-Williams Company (NYSE:SHW - Free Report) - Research analysts at Seaport Res Ptn upped their Q3 2025 earnings estimates for shares of Sherwin-Williams in a research report issued on Monday, May 5th. Seaport Res Ptn analyst M. Harrison now anticipates that the specialty chemicals company will post earnings of $3.69 per share for the quarter, up from their prior estimate of $3.68. 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 $11.94 EPS and Q1 2026 earnings at $2.55 EPS.

Other analysts have also issued reports about the company. Wells Fargo & Company raised Sherwin-Williams from an "equal weight" rating to an "overweight" rating and boosted their target price for the company from $350.00 to $420.00 in a research report on Wednesday, April 30th. UBS Group cut their price target on Sherwin-Williams from $430.00 to $400.00 and set a "buy" rating for the company in a research note on Monday, April 7th. Royal Bank of Canada increased their price objective on Sherwin-Williams from $410.00 to $420.00 and gave the stock an "outperform" rating in a research note on Thursday, May 1st. Zelman & Associates raised Sherwin-Williams to a "strong-buy" rating in a research report on Friday, January 17th. Finally, Morgan Stanley lowered their price target on Sherwin-Williams from $405.00 to $385.00 and set an "overweight" rating for the company in a research report on Tuesday, April 22nd. Five equities research analysts have rated the stock with a hold rating, eleven have given a buy rating and two have issued a strong buy rating to the stock. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $397.00.

Sherwin-Williams Trading Down 0.5 %

SHW traded down $1.73 during trading on Thursday, hitting $351.84. The company's stock had a trading volume of 1,470,690 shares, compared to its average volume of 1,766,394. The firm has a market capitalization of $88.17 billion, a P/E ratio of 33.35, a PEG ratio of 2.98 and a beta of 1.25. Sherwin-Williams has a twelve month low of $282.09 and a twelve month high of $400.42. The stock's fifty day moving average price is $341.81 and its 200-day moving average price is $355.31. The company has a quick ratio of 0.46, a current ratio of 0.79 and a debt-to-equity ratio of 2.02.

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

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in the stock. Norges Bank purchased a new stake in Sherwin-Williams in the 4th quarter worth approximately $1,359,747,000. GAMMA Investing LLC raised its position in shares of Sherwin-Williams by 41,717.1% in the first quarter. GAMMA Investing LLC now owns 1,636,304 shares of the specialty chemicals company's stock worth $571,381,000 after buying an additional 1,632,391 shares in the last quarter. Capital Research Global Investors boosted its stake in Sherwin-Williams by 47.1% during the fourth quarter. Capital Research Global Investors now owns 2,998,647 shares of the specialty chemicals company's stock valued at $1,019,329,000 after buying an additional 960,724 shares during the period. Barclays PLC grew its position in Sherwin-Williams by 54.2% during the fourth quarter. Barclays PLC now owns 2,073,533 shares of the specialty chemicals company's stock worth $704,855,000 after buying an additional 728,798 shares in the last quarter. Finally, Raymond James Financial Inc. bought a new position in Sherwin-Williams in the 4th quarter worth about $230,829,000. Hedge funds and other institutional investors own 77.67% of the company's stock.

Insider Buying and Selling

In other news, insider Colin M. Davie sold 2,799 shares of the firm's stock in a transaction on Thursday, February 27th. The stock was 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 directly owns 5,365 shares of the company's stock, valued at $1,933,009.50. This trade represents a 34.28 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.60% of the stock is owned by insiders.

Sherwin-Williams Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, June 6th. Investors of record on Friday, May 16th will be paid a dividend of $0.79 per share. This represents a $3.16 dividend on an annualized basis and a dividend yield of 0.90%. The ex-dividend date is Friday, May 16th. Sherwin-Williams's payout ratio is currently 29.87%.

Sherwin-Williams Company Profile

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.