Sherwin-Williams (NYSE:SHW) Updates FY 2026 Earnings Guidance

Key Points

• Sherwin-Williams updated FY 2026 EPS guidance to 11.50–11.90, roughly in line with the consensus estimate of 11.74, while it did not provide revenue guidance.
• Several brokerages trimmed ratings or lowered price targets (Deutsche Bank, Citi, Mizuho, Wells Fargo), but MarketBeat's consensus remains a Moderate Buy with a price target of $379.08.
• The company beat Q1 EPS at $2.35 versus $2.28 and announced a quarterly dividend of $0.80 (annualized $3.20, yield ~1.0%, ex-dividend May 22); the stock trades around $336 with a market capitalization near $83.1 billion.

Sherwin-Williams (NYSE:SHW - Get Free Report) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 11.500-11.900 for the period, compared to the consensus estimate of 11.740. The company issued revenue guidance of -.

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on SHW. Deutsche Bank Aktiengesellschaft cut shares of Sherwin-Williams from a "buy" rating to a "hold" rating and set a $380.00 price objective for the company. in a research note on Thursday, January 22nd. Citigroup reduced their target price on Sherwin-Williams from $410.00 to $385.00 and set a "buy" rating on the stock in a report on Wednesday, April 1st. Mizuho lowered their price target on Sherwin-Williams from $410.00 to $371.00 and set an "outperform" rating for the company in a research report on Monday, March 23rd. Weiss Ratings restated a "hold (c+)" rating on shares of Sherwin-Williams in a report on Friday, March 27th. Finally, Wells Fargo & Company lowered Sherwin-Williams from an "overweight" rating to an "equal weight" rating and reduced their price objective for the company from $410.00 to $365.00 in a research note on Friday, April 10th. Nine equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company's stock. According to data from MarketBeat, Sherwin-Williams has a consensus rating of "Moderate Buy" and a consensus price target of $379.08.

Sherwin-Williams Stock Performance

NYSE:SHW opened at $336.11 on Tuesday. The firm's fifty day simple moving average is $333.82 and its 200 day simple moving average is $338.35. The company has a current ratio of 0.87, a quick ratio of 0.53 and a debt-to-equity ratio of 2.03. Sherwin-Williams has a twelve month low of $301.58 and a twelve month high of $379.65. The firm has a market capitalization of $83.14 billion, a price-to-earnings ratio of 32.73, a PEG ratio of 2.90 and a beta of 1.27.

Sherwin-Williams (NYSE:SHW - Get Free Report) last announced its quarterly earnings results on Tuesday, April 28th. The specialty chemicals company reported $2.35 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.28 by $0.07. Sherwin-Williams had a return on equity of 65.26% and a net margin of 10.90%.Sherwin-Williams has set its FY 2026 guidance at 11.500-11.900 EPS. As a group, equities research analysts expect that Sherwin-Williams will post 11.82 earnings per share for the current fiscal year.

Sherwin-Williams Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, June 5th. Shareholders of record on Friday, May 22nd will be paid a dividend of $0.80 per share. This represents a $3.20 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date is Friday, May 22nd. Sherwin-Williams's payout ratio is currently 31.16%.

Insider Transactions at Sherwin-Williams

In other Sherwin-Williams news, insider Colin M. Davie sold 2,976 shares of the business's stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $359.50, for a total transaction of $1,069,872.00. Following the transaction, the insider owned 5,365 shares in the company, valued at $1,928,717.50. The trade was a 35.68% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, SVP Bryan J. Young sold 2,513 shares of the business's stock in a transaction dated Tuesday, February 24th. The stock was sold at an average price of $364.47, for a total value of $915,913.11. Following the transaction, the senior vice president owned 10,045 shares in the company, valued at approximately $3,661,101.15. This represents a 20.01% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.23% of the company's stock.

Institutional Trading of Sherwin-Williams

Hedge funds and other institutional investors have recently modified their holdings of the business. Brighton Jones LLC increased its position in shares of Sherwin-Williams by 73.6% during the fourth quarter. Brighton Jones LLC now owns 1,545 shares of the specialty chemicals company's stock worth $525,000 after acquiring an additional 655 shares during the last quarter. MUFG Securities EMEA plc purchased a new stake in shares of Sherwin-Williams during the second quarter worth about $235,000. Pembroke Management LTD purchased a new stake in shares of Sherwin-Williams during the fourth quarter worth about $211,000. Colter Lewis Investment Partners LLC purchased a new stake in shares of Sherwin-Williams during the fourth quarter worth about $210,000. Finally, Roehl & Yi Investment Advisors LLC purchased a new stake in shares of Sherwin-Williams during the fourth quarter worth about $201,000. 77.67% of the stock is owned by hedge funds and other institutional investors.

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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