Compass Capital Management Inc. Sells 7,842 Shares of The Sherwin-Williams Company $SHW

Compass Capital Management Inc. trimmed its stake in The Sherwin-Williams Company (NYSE:SHW) by 4.5% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 165,696 shares of the specialty chemicals company’s stock after selling 7,842 shares during the quarter. Sherwin-Williams comprises about 3.1% of Compass Capital Management Inc.’s holdings, making the stock its 18th biggest position. Compass Capital Management Inc.’s holdings in Sherwin-Williams were worth $53,114,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Vanguard Group Inc. raised its holdings in shares of Sherwin-Williams by 2.7% during the fourth quarter. Vanguard Group Inc. now owns 23,237,824 shares of the specialty chemicals company’s stock valued at $7,529,752,000 after purchasing an additional 600,119 shares during the period. State Street Corp grew its stake in shares of Sherwin-Williams by 2.4% in the 4th quarter. State Street Corp now owns 15,638,974 shares of the specialty chemicals company’s stock valued at $5,067,497,000 after buying an additional 364,832 shares during the period. Geode Capital Management LLC grew its stake in shares of Sherwin-Williams by 0.7% in the 4th quarter. Geode Capital Management LLC now owns 5,231,615 shares of the specialty chemicals company’s stock valued at $1,687,498,000 after buying an additional 37,145 shares during the period. Norges Bank bought a new stake in Sherwin-Williams in the 4th quarter valued at about $1,089,450,000. Finally, Viking Global Investors LP increased its position in Sherwin-Williams by 10.1% in the 4th quarter. Viking Global Investors LP now owns 3,172,308 shares of the specialty chemicals company’s stock valued at $1,027,923,000 after buying an additional 291,217 shares in the last quarter. 77.67% of the stock is owned by institutional investors.

Sherwin-Williams Price Performance

Shares of NYSE SHW opened at $341.19 on Friday. The stock has a market cap of $82.83 billion, a price-to-earnings ratio of 31.45, a PEG ratio of 2.57 and a beta of 1.10. The company has a debt-to-equity ratio of 2.16, a quick ratio of 0.53 and a current ratio of 0.73. The Sherwin-Williams Company has a fifty-two week low of $289.86 and a fifty-two week high of $379.65. The firm’s 50-day simple moving average is $324.40 and its 200 day simple moving average is $332.32.

Sherwin-Williams (NYSE:SHW) last issued its quarterly earnings data on Tuesday, July 28th. The specialty chemicals company reported $3.70 EPS for the quarter, topping analysts’ consensus estimates of $3.52 by $0.18. The firm had revenue of $6.79 billion during the quarter, compared to analyst estimates of $6.60 billion. Sherwin-Williams had a return on equity of 67.97% and a net margin of 11.01%.The company’s revenue for the quarter was up 7.5% on a year-over-year basis. During the same period in the previous year, the company posted $3.38 EPS. Sherwin-Williams has set its FY 2026 guidance at 11.800-12.200 EPS. As a group, research analysts anticipate that The Sherwin-Williams Company will post 12.08 earnings per share for the current fiscal year.

Sherwin-Williams Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, September 11th. Investors of record on Friday, August 21st will be issued a dividend of $0.80 per share. The ex-dividend date is Friday, August 21st. This represents a $3.20 annualized dividend and a yield of 0.9%. Sherwin-Williams’s dividend payout ratio is 29.49%.

Analyst Upgrades and Downgrades

SHW has been the topic of several recent research reports. Morgan Stanley reiterated an “overweight” rating and issued a $395.00 price target (up from $385.00) on shares of Sherwin-Williams in a report on Wednesday. Jefferies Financial Group restated a “hold” rating and set a $375.00 price objective on shares of Sherwin-Williams in a report on Tuesday. BMO Capital Markets reaffirmed an “outperform” rating and set a $405.00 target price (up from $400.00) on shares of Sherwin-Williams in a research report on Wednesday. Wells Fargo & Company set a $360.00 target price on Sherwin-Williams and gave the stock an “equal weight” rating in a report on Wednesday. Finally, The Goldman Sachs Group set a $420.00 price target on shares of Sherwin-Williams in a research report on Wednesday. Eight investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $384.47.

Sherwin-Williams 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.