Oppenheimer & Co. Inc. Sells 1,621 Shares of The Sherwin-Williams Company $SHW

Oppenheimer & Co. Inc. reduced its position in shares of The Sherwin-Williams Company (NYSE:SHW) by 16.5% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 8,222 shares of the specialty chemicals company’s stock after selling 1,621 shares during the period. Oppenheimer & Co. Inc.’s holdings in Sherwin-Williams were worth $2,658,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently modified their holdings of the company. BlackRock Inc. acquired a new position in Sherwin-Williams during the 2nd quarter worth approximately $6,100,083,000. Wellington Management Group LLP raised its holdings in shares of Sherwin-Williams by 133.7% in the second quarter. Wellington Management Group LLP now owns 2,784,679 shares of the specialty chemicals company’s stock valued at $958,821,000 after purchasing an additional 1,593,009 shares during the last quarter. Bank of New York Mellon Corp acquired a new stake in shares of Sherwin-Williams in the second quarter valued at approximately $547,097,000. Legal & General Group Plc acquired a new stake in shares of Sherwin-Williams in the second quarter valued at approximately $459,652,000. Finally, Bank of America Corp DE bought a new stake in shares of Sherwin-Williams in the second quarter worth $412,339,000. 77.67% of the stock is owned by institutional investors and hedge funds.

Sherwin-Williams Trading Up 0.9%

Shares of Sherwin-Williams stock opened at $332.95 on Friday. The stock has a market cap of $80.44 billion, a P/E ratio of 30.60, a P/E/G ratio of 2.74 and a beta of 1.08. The company has a quick ratio of 0.46, a current ratio of 0.71 and a debt-to-equity ratio of 2.00. The Sherwin-Williams Company has a 12-month low of $289.86 and a 12-month high of $377.77. The business’s 50 day moving average is $329.41 and its 200-day moving average is $333.14.

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

Sherwin-Williams Announces Dividend

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

Sherwin-Williams News Summary

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

Analyst Upgrades and Downgrades

A number of research firms recently weighed in on SHW. Berenberg Bank raised their target price on shares of Sherwin-Williams from $380.00 to $400.00 and gave the company a “buy” rating in a research report on Wednesday, July 29th. Rothschild & Co Redburn boosted their price target on shares of Sherwin-Williams from $410.00 to $420.00 and gave the stock a “buy” rating in a research report on Tuesday, August 18th. Argus boosted their price target on shares of Sherwin-Williams from $355.00 to $380.00 in a research report on Thursday, August 27th. Citigroup reduced their price objective on shares of Sherwin-Williams from $400.00 to $370.00 and set a “buy” rating for the company in a research note on Thursday. Finally, DA Davidson set a $390.00 price objective on Sherwin-Williams and gave the company a “buy” rating in a report on Wednesday. Fifteen research analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $377.29.

Insider Transactions at Sherwin-Williams

In other news, insider Justin T. Binns sold 13,500 shares of Sherwin-Williams stock in a transaction dated 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 transaction, the insider owned 21,937 shares of the company’s stock, valued at $7,737,179.90. This trade represents a 38.10% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. 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 transaction of $2,904,413.80. Following the transaction, the insider owned 11,944 shares in the company, valued at $4,398,975.20. This represents a 39.77% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 0.23% of the company’s stock.

About Sherwin-Williams

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.