Clarkston Capital Partners LLC Makes New $1.35 Million Investment in The Sherwin-Williams Company $SHW

Clarkston Capital Partners LLC bought a new position in shares of The Sherwin-Williams Company (NYSE:SHW) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund bought 4,175 shares of the specialty chemicals company’s stock, valued at approximately $1,353,000.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in SHW. Norges Bank acquired a new stake in Sherwin-Williams during the 4th quarter worth $1,089,450,000. Viking Global Investors LP boosted its stake in Sherwin-Williams by 101.4% during the 2nd quarter. Viking Global Investors LP now owns 1,957,750 shares of the specialty chemicals company’s stock worth $672,213,000 after purchasing an additional 985,520 shares during the last quarter. Vanguard Group Inc. boosted its stake in Sherwin-Williams by 2.7% during the 4th quarter. Vanguard Group Inc. now owns 23,237,824 shares of the specialty chemicals company’s stock worth $7,529,752,000 after purchasing an additional 600,119 shares during the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its stake in Sherwin-Williams by 34.0% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 2,023,949 shares of the specialty chemicals company’s stock worth $655,820,000 after purchasing an additional 513,126 shares during the last quarter. Finally, Assenagon Asset Management S.A. boosted its stake in Sherwin-Williams by 424.2% during the 4th quarter. Assenagon Asset Management S.A. now owns 547,583 shares of the specialty chemicals company’s stock worth $177,433,000 after purchasing an additional 443,119 shares during the last quarter. Institutional investors and hedge funds own 77.67% of the company’s stock.

Analysts Set New Price Targets

SHW has been the topic of several recent research reports. Bank of America lowered their target price on shares of Sherwin-Williams from $370.00 to $365.00 and set a “neutral” rating on the stock in a research note on Tuesday, April 21st. BMO Capital Markets set a $355.00 target price on shares of Sherwin-Williams and gave the stock an “outperform” rating in a research note on Wednesday, June 3rd. Mizuho reduced their price target on Sherwin-Williams from $410.00 to $371.00 and set an “outperform” rating on the stock in a report on Monday, March 23rd. Weiss Ratings lowered Sherwin-Williams from a “hold (c+)” rating to a “hold (c)” rating in a report on Tuesday, June 2nd. Finally, Wells Fargo & Company reduced their price target on Sherwin-Williams from $365.00 to $350.00 and set an “equal weight” rating on the stock in a report on Wednesday, April 29th. One equities research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and six have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Sherwin-Williams currently has a consensus rating of “Moderate Buy” and a consensus price target of $366.77.

Sherwin-Williams Stock Up 0.1%

NYSE SHW opened at $317.25 on Friday. The Sherwin-Williams Company has a 52 week low of $289.86 and a 52 week high of $379.65. The company has a quick ratio of 0.53, a current ratio of 0.86 and a debt-to-equity ratio of 2.10. The business’s fifty day simple moving average is $317.14 and its 200-day simple moving average is $332.10. The firm has a market cap of $78.25 billion, a PE ratio of 30.45, a P/E/G ratio of 2.73 and a beta of 1.12.

Sherwin-Williams (NYSE:SHW) last posted its quarterly earnings results on Tuesday, April 28th. The specialty chemicals company reported $2.35 EPS for the quarter, topping the consensus estimate of $2.27 by $0.08. Sherwin-Williams had a return on equity of 64.55% and a net margin of 10.86%.The business had revenue of $5.67 billion for the quarter, compared to analyst estimates of $5.56 billion. During the same quarter in the previous year, the firm earned $2.25 EPS. The company’s quarterly revenue 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, equities analysts anticipate that The Sherwin-Williams Company will post 11.78 earnings per share for the current year.

Sherwin-Williams Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, June 5th. Investors of record on Friday, May 22nd were issued a $0.80 dividend. This represents a $3.20 annualized dividend and a yield of 1.0%. The ex-dividend date was Friday, May 22nd. Sherwin-Williams’s payout ratio is 30.71%.

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.