Ravenstone Capital Management Inc. Has $9.70 Million Stake in The Sherwin-Williams Company $SHW

Ravenstone Capital Management Inc. lifted its stake in The Sherwin-Williams Company (NYSE:SHW) by 8.1% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 30,264 shares of the specialty chemicals company’s stock after purchasing an additional 2,256 shares during the quarter. Sherwin-Williams accounts for 4.8% of Ravenstone Capital Management Inc.’s portfolio, making the stock its 12th largest position. Ravenstone Capital Management Inc.’s holdings in Sherwin-Williams were worth $9,701,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. Fideuram Asset Management Ireland dac acquired a new stake in shares of Sherwin-Williams during the 4th quarter valued at about $2,496,000. Kinsale Capital Group Inc. acquired a new position in Sherwin-Williams in the 4th quarter valued at $4,805,000. Calamos Advisors LLC grew its position in shares of Sherwin-Williams by 5.4% in the fourth quarter. Calamos Advisors LLC now owns 180,602 shares of the specialty chemicals company’s stock valued at $58,520,000 after purchasing an additional 9,196 shares during the last quarter. Addenda Capital Inc. grew its position in shares of Sherwin-Williams by 148.6% in the fourth quarter. Addenda Capital Inc. now owns 26,254 shares of the specialty chemicals company’s stock valued at $8,507,000 after purchasing an additional 15,693 shares during the last quarter. Finally, Vanguard Group Inc. increased its stake in shares of Sherwin-Williams by 2.7% in the fourth 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 period. 77.67% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several analysts recently weighed in on the company. BMO Capital Markets restated an “outperform” rating and set a $405.00 target price (up from $400.00) on shares of Sherwin-Williams in a research note on Wednesday. Wells Fargo & Company set a $360.00 price target on Sherwin-Williams and gave the stock an “equal weight” rating in a research report on Wednesday. JPMorgan Chase & Co. upped their price target on Sherwin-Williams from $365.00 to $380.00 and gave the stock an “overweight” rating in a report on Wednesday, July 29th. Royal Bank Of Canada reissued an “outperform” rating and issued a $405.00 price objective (up from $391.00) on shares of Sherwin-Williams in a research report on Wednesday, July 8th. Finally, Berenberg Bank set a $380.00 price objective on shares of Sherwin-Williams in a research note on Monday, June 8th. Eight research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. Based on data from MarketBeat.com, Sherwin-Williams has an average rating of “Moderate Buy” and a consensus price target of $384.47.

Sherwin-Williams Price Performance

Shares of NYSE:SHW opened at $341.19 on Monday. The Sherwin-Williams Company has a 1-year low of $289.86 and a 1-year high of $379.65. The firm has a market capitalization of $82.83 billion, a PE ratio of 31.45, a PEG ratio of 2.54 and a beta of 1.10. The business’s 50 day moving average is $324.40 and its 200-day moving average is $332.14. The company has a current ratio of 0.73, a quick ratio of 0.46 and a debt-to-equity ratio of 2.16.

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

Sherwin-Williams Dividend Announcement

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

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.