The Sherwin-Williams Company $SHW Stock Position Cut by Sumitomo Mitsui Trust Group Inc.

Sumitomo Mitsui Trust Group Inc. reduced its holdings in The Sherwin-Williams Company (NYSE:SHW) by 2.3% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 754,223 shares of the specialty chemicals company’s stock after selling 17,873 shares during the period. Sumitomo Mitsui Trust Group Inc.’s holdings in Sherwin-Williams were worth $243,818,000 at the end of the most recent reporting period.

Other large investors also recently added to or reduced their stakes in the company. Wilkerson Advisory Group LLC lifted its stake in shares of Sherwin-Williams by 172.4% in the 1st quarter. Wilkerson Advisory Group LLC now owns 79 shares of the specialty chemicals company’s stock valued at $25,000 after purchasing an additional 50 shares during the last quarter. GK Wealth Management LLC acquired a new position in Sherwin-Williams during the 3rd quarter worth $25,000. Whipplewood Advisors LLC acquired a new stake in shares of Sherwin-Williams in the 1st quarter valued at $28,000. Montgomery Financial Services LLC acquired a new position in Sherwin-Williams in the second quarter valued at approximately $29,000. Finally, Tacita Capital Inc acquired a new stake in shares of Sherwin-Williams during the second quarter worth about $30,000. 77.67% of the stock is currently owned by hedge funds and other institutional investors.

More Sherwin-Williams News

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

• Positive Sentiment: Third-quarter revenue increased 7.9% year over year to $6.86 billion, exceeding consensus expectations of $6.78 billion. The company also maintained profitability and narrowed its full-year adjusted EPS outlook, which can signal greater forecasting confidence. SHW Q3 deep dive: Strong revenue growth meets margin pressures and cautious outlook
• Positive Sentiment: Royal Bank of Canada kept an “outperform” rating, while Citigroup maintained a “buy” rating. Their revised price targets of $383 and $370, respectively, still imply meaningful upside from the reference price, signaling that analysts view the earnings weakness as manageable. Royal Bank of Canada Sherwin-Williams rating Citigroup Sherwin-Williams rating
• Neutral Sentiment: Sherwin-Williams narrowed its FY2026 adjusted EPS outlook range. While a narrower range may improve visibility, it also highlights that investors are focused on whether the company can stabilize earnings amid uneven demand and cost pressures. Sherwin-Williams Narrows FY26 Adj. EPS Outlook Range
• Negative Sentiment: Third-quarter EPS of $3.63 missed the $3.69 consensus estimate. Reports also point to margin pressure and a cautious outlook, raising concerns that revenue growth is not translating into equivalent earnings growth. Sherwin-Williams Shares Gap Down After Earnings Miss
• Negative Sentiment: JPMorgan issued a pessimistic forecast, while RBC and Citi both reduced their price targets despite retaining bullish ratings. The stock also fell below its 200-day moving average after the earnings release, a technical warning that may encourage additional selling. JPMorgan Chase Issues Pessimistic Forecast for Sherwin-Williams Sherwin-Williams Stock Breaks Below 200-Day Moving Average

Insiders Place Their Bets

In other Sherwin-Williams news, insider Justin T. Binns sold 13,500 shares of the business’s stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $352.70, for a total value of $4,761,450.00. Following the completion of the sale, the insider directly owned 21,937 shares of the company’s stock, valued at $7,737,179.90. The trade was a 38.10% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, insider Karl Jorgenrud sold 7,886 shares of the business’s stock in a transaction dated Friday, August 7th. The stock was sold at an average price of $368.30, for a total value of $2,904,413.80. Following the completion of the sale, the insider directly owned 11,944 shares of the company’s stock, valued at $4,398,975.20. This represents a 39.77% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.23% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

SHW has been the subject of a number of analyst reports. The Goldman Sachs Group reissued a “buy” rating and set a $415.00 target price (up from $390.00) on shares of Sherwin-Williams in a research note on Friday, October 9th. KeyCorp began coverage on Sherwin-Williams in a research report on Thursday, September 10th. They set a “sector weight” rating for the company. Mizuho set a $396.00 target price on shares of Sherwin-Williams and gave the company an “outperform” rating in a report on Thursday, September 24th. Jefferies Financial Group reaffirmed a “hold” rating and set a $353.00 price target on shares of Sherwin-Williams in a report on Tuesday, October 27th. Finally, Melius Research assumed coverage on Sherwin-Williams in a research note on Tuesday, October 6th. They set a “hold” rating and a $367.00 target price for the company. Fifteen research analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $377.29.

Sherwin-Williams Stock Performance

Shares of NYSE SHW opened at $332.95 on Monday. The Sherwin-Williams Company has a 1 year low of $289.86 and a 1 year high of $377.77. The firm has a market cap of $80.44 billion, a P/E ratio of 30.60, a PEG ratio of 2.77 and a beta of 1.08. The stock has a fifty day moving average price of $329.41 and a two-hundred day moving average price of $333.14. The company has a debt-to-equity ratio of 2.00, a quick ratio of 0.45 and a current ratio of 0.71.

Sherwin-Williams (NYSE:SHW) last issued its earnings results on Tuesday, October 27th. The specialty chemicals company reported $3.63 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $3.69 by ($0.06). Sherwin-Williams had a return on equity of 69.51% and a net margin of 10.74%. The company had revenue of $6.86 billion during the quarter, compared to analyst estimates of $6.78 billion. During the same quarter in the previous year, the firm earned $3.59 earnings per share. The business’s revenue was up 7.9% compared to the same quarter last year. Research analysts forecast that The Sherwin-Williams Company will post 12.02 EPS for the current fiscal year.

Sherwin-Williams Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, December 4th. Investors of record on Friday, November 13th will be issued a dividend of $0.80 per share. This represents a $3.20 annualized dividend and a dividend yield of 1.0%. The ex-dividend date is Friday, November 13th. Sherwin-Williams’s dividend payout ratio (DPR) is currently 29.41%.

Sherwin-Williams Profile

The Sherwin-Williams Company (NYSE: SHW) develops, manufactures, distributes and sells paints, coatings and related products. Its offerings include architectural paints, industrial coatings, wood finishes, protective coatings, automotive refinishing products, floor coatings and related supplies marketed under brands such as Sherwin-Williams, Valspar, Minwax, Krylon and Dutch Boy.

Founded in 1866 and headquartered in Cleveland, Ohio, Sherwin-Williams serves professional contractors, do-it-yourself consumers, industrial manufacturers, commercial businesses and other customers.