The Sherwin-Williams Company (NYSE:SHW) Receives Consensus Recommendation of "Moderate Buy" from Analysts

Key Points

• Analyst consensus: Fourteen analysts give SHW a consensus "Moderate Buy" (nine buys, five holds) with an average 12‑month price target of $379.08, though several firms have recently trimmed targets.
• Q1 results and outlook: Sherwin‑Williams beat expectations with EPS $2.35 (vs. $2.27) and revenue $5.67B (+6.9% y/y) and reaffirmed FY2026 guidance of $11.50–$11.90 EPS, but management warned of persistent weakness in DIY/housing demand that could pressure volumes.
• Capital return and insider activity: The company declared a quarterly dividend of $0.80 ($3.20 annualized, ~1.0% yield), while recent insider sales have modestly reduced insider ownership.

Shares of The Sherwin-Williams Company (NYSE:SHW - Get Free Report) have received a consensus rating of "Moderate Buy" from the fourteen research firms that are covering the firm, MarketBeat.com reports. Five equities research analysts have rated the stock with a hold recommendation and nine have assigned a buy recommendation to the company. The average 12-month price objective among analysts that have issued a report on the stock in the last year is $379.0833.

SHW has been the topic of a number of analyst reports. Royal Bank Of Canada lowered their target price on shares of Sherwin-Williams from $390.00 to $376.00 and set an "outperform" rating on the stock in a report on Thursday, March 19th. Zacks Research raised shares of Sherwin-Williams from a "strong sell" rating to a "hold" rating in a report on Tuesday, March 31st. Mizuho decreased their price target on shares of Sherwin-Williams from $410.00 to $371.00 and set an "outperform" rating on the stock in a report on Monday, March 23rd. Deutsche Bank Aktiengesellschaft cut shares of Sherwin-Williams from a "buy" rating to a "hold" rating and set a $380.00 price target on the stock. in a report on Thursday, January 22nd. Finally, Wells Fargo & Company cut shares of Sherwin-Williams from an "overweight" rating to an "equal weight" rating and decreased their price target for the stock from $410.00 to $365.00 in a report on Friday, April 10th.

Sherwin-Williams Trading Down 3.5%

Shares of SHW stock opened at $324.43 on Wednesday. The company's fifty day simple moving average is $332.95 and its two-hundred day simple moving average is $338.30. The company has a debt-to-equity ratio of 2.03, a current ratio of 0.87 and a quick ratio of 0.53. Sherwin-Williams has a 1 year low of $301.58 and a 1 year high of $379.65. The stock has a market capitalization of $80.25 billion, a price-to-earnings ratio of 31.59, a PEG ratio of 2.89 and a beta of 1.27.

Sherwin-Williams (NYSE:SHW - Get Free Report) last issued its earnings results on Tuesday, April 28th. The specialty chemicals company reported $2.35 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $2.27 by $0.08. Sherwin-Williams had a net margin of 10.90% and a return on equity of 65.26%. The business had revenue of $5.67 billion for the quarter, compared to analysts' expectations of $5.57 billion. During the same quarter in the previous year, the firm posted $2.25 EPS. The business's revenue for the quarter was up 6.9% compared to the same quarter last year. Sherwin-Williams has set its FY 2026 guidance at 11.500-11.900 EPS. As a group, analysts anticipate that Sherwin-Williams will post 11.82 earnings per share for the current year.

Sherwin-Williams Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, June 5th. Stockholders of record on Friday, May 22nd will be issued a $0.80 dividend. The ex-dividend date of this dividend is Friday, May 22nd. This represents a $3.20 annualized dividend and a dividend yield of 1.0%. Sherwin-Williams's dividend payout ratio is presently 31.16%.

Key Sherwin-Williams News

Here are the key news stories impacting Sherwin-Williams this week:

• Positive Sentiment: Q1 results beat expectations — EPS $2.35 (above consensus) and revenue $5.67B, driven by pricing and acquisition-related volume; the stronger-than-expected quarter supports near-term earnings visibility. PR Newswire Q1 Release
• Positive Sentiment: Pricing actions and the Suvinil buyout lifted sales and margins — management cited price increases as a key driver of year‑over‑year revenue growth. MSN: Sales Growth on Price Hikes
• Neutral Sentiment: FY‑2026 guidance reiterated (EPS $11.50–$11.90), roughly in line with Street expectations — provides guidance stability but offers limited upside surprise. PR Newswire Q1 Release
• Neutral Sentiment: Investors can review management commentary and Q&A for color on demand trends — full earnings and call transcripts are available for detail on segment performance and margin drivers. Yahoo Finance: Q1 Transcript
• Negative Sentiment: Management warned of persistent weakness in end markets (DIY and housing-related demand) — described as “little to no recovery,” which raises concerns about volume sustainability and the need for further price increases that could pressure demand. Benzinga: Little to No Recovery
• Negative Sentiment: CEO cautioned about weak DIY market and potential for continued price increases to offset inflation/energy costs — the cautious tone likely trimmed investor enthusiasm despite the beat. WSJ: Warns on Weak DIY Market

Insider Buying and Selling at Sherwin-Williams

In other news, SVP Bryan J. Young sold 2,513 shares of the company's stock in a transaction on Tuesday, February 24th. The shares were 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 of the company's stock, valued at approximately $3,661,101.15. This represents a 20.01% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, insider Colin M. Davie sold 2,976 shares of the company's stock in a transaction on 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 completion of the transaction, the insider directly owned 5,365 shares in the company, valued at approximately $1,928,717.50. The trade was a 35.68% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 0.23% of the company's stock.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in the company. Ares Financial Consulting LLC bought a new position in Sherwin-Williams in the fourth quarter valued at $27,000. Lloyd Advisory Services LLC. bought a new position in Sherwin-Williams in the fourth quarter valued at $27,000. Kemnay Advisory Services Inc. bought a new position in Sherwin-Williams in the fourth quarter valued at $30,000. Lodestone Wealth Management LLC bought a new position in Sherwin-Williams in the fourth quarter valued at $31,000. Finally, Rossby Financial LCC increased its stake in Sherwin-Williams by 96.0% in the third quarter. Rossby Financial LCC now owns 98 shares of the specialty chemicals company's stock valued at $33,000 after acquiring an additional 48 shares during the last quarter. Institutional investors own 77.67% of the company's stock.

About Sherwin-Williams

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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