Mirae Asset Global Investments Co. Ltd. Reduces Position in The Sherwin-Williams Company $SHW

Mirae Asset Global Investments Co. Ltd. trimmed its stake in The Sherwin-Williams Company (NYSE:SHW) by 4.5% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 55,873 shares of the specialty chemicals company’s stock after selling 2,654 shares during the period. Mirae Asset Global Investments Co. Ltd.’s holdings in Sherwin-Williams were worth $19,347,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of the stock. Modera Wealth Management LLC grew its holdings in Sherwin-Williams by 2.4% during the third quarter. Modera Wealth Management LLC now owns 1,257 shares of the specialty chemicals company’s stock valued at $435,000 after purchasing an additional 29 shares during the period. Richard W. Paul & Associates LLC grew its stake in shares of Sherwin-Williams by 1.6% during the 2nd quarter. Richard W. Paul & Associates LLC now owns 1,885 shares of the specialty chemicals company’s stock valued at $647,000 after acquiring an additional 30 shares during the period. Valley Brook Capital Group Inc. increased its holdings in Sherwin-Williams by 2.4% in the 2nd quarter. Valley Brook Capital Group Inc. now owns 1,311 shares of the specialty chemicals company’s stock worth $450,000 after acquiring an additional 31 shares in the last quarter. 17 Capital Partners LLC raised its stake in Sherwin-Williams by 0.9% during the 2nd quarter. 17 Capital Partners LLC now owns 3,340 shares of the specialty chemicals company’s stock worth $1,147,000 after acquiring an additional 31 shares during the period. Finally, Alpine Bank Wealth Management lifted its holdings in Sherwin-Williams by 4.1% during the third quarter. Alpine Bank Wealth Management now owns 781 shares of the specialty chemicals company’s stock valued at $270,000 after purchasing an additional 31 shares in the last quarter. 77.67% of the stock is owned by institutional investors.

Sherwin-Williams News Summary

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

• Positive Sentiment: Q4 results beat expectations — Sherwin-Williams reported $2.23 EPS vs. consensus ~ $2.17 and revenue of $5.60B vs. ~$5.57B, showing underlying margin strength that supports near-term earnings visibility. Earnings beat article
• Positive Sentiment: Segment strength — Management highlighted growth in Consumer Brands and Performance Coatings, which helped revenue rise ~5.6% year-over-year and supported margins. Segment strength article
• Positive Sentiment: Capital returns maintained — Company plans a modest dividend increase, signaling confidence in cash flow even while guiding conservatively for 2026. Dividend & guidance article
• Neutral Sentiment: Full disclosures available — Company filed the press release, slide deck and call transcript (useful for detail and modeling revisions). PR Newswire results
• Neutral Sentiment: Analyst/coverage notes — Multiple outlets summarized beat and company metrics (net margin ~11%, ROE high) useful for updating models and relative valuation. Earnings call transcript
• Negative Sentiment: 2026 guidance missed estimates / conservative tone — Management warned that 2026 profit expectations are below consensus and that housing demand is “hard to predict,” which raises downside risk to sales tied to new construction and DIY momentum. Guidance miss article
• Negative Sentiment: Macro exposure — The company’s results and commentary emphasize sensitivity to U.S. housing demand; continued weakness there would pressure revenue growth and multiple compression given SHW’s premium valuation (PE ~34.6, PEG ~5.0). Housing demand warning

Sherwin-Williams Price Performance

Shares of Sherwin-Williams stock opened at $354.94 on Friday. The firm has a market cap of $87.99 billion, a PE ratio of 34.63, a PEG ratio of 5.06 and a beta of 1.26. The stock has a 50 day moving average of $337.79 and a 200 day moving average of $343.75. The company has a current ratio of 0.82, a quick ratio of 0.52 and a debt-to-equity ratio of 2.11. The Sherwin-Williams Company has a 12 month low of $308.84 and a 12 month high of $379.65.

Sherwin-Williams (NYSE:SHW) last issued its quarterly earnings data on Thursday, January 29th. The specialty chemicals company reported $2.23 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.17 by $0.06. The business had revenue of $5.60 billion for the quarter, compared to analysts’ expectations of $5.57 billion. Sherwin-Williams had a return on equity of 66.75% and a net margin of 11.05%. On average, research analysts expect that The Sherwin-Williams Company will post 12 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on SHW. Wells Fargo & Company set a $410.00 price objective on shares of Sherwin-Williams and gave the stock an “overweight” rating in a research note on Wednesday, October 29th. Royal Bank Of Canada set a $405.00 price target on Sherwin-Williams and gave the company an “outperform” rating in a report on Wednesday, October 29th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Sherwin-Williams in a research note on Monday, December 29th. Mizuho cut their target price on Sherwin-Williams from $400.00 to $390.00 and set an “outperform” rating for the company in a research report on Thursday, December 18th. Finally, JPMorgan Chase & Co. upped their price target on Sherwin-Williams from $378.00 to $385.00 and gave the stock an “overweight” rating in a research note on Wednesday, October 29th. Eleven investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. According to data from MarketBeat, Sherwin-Williams presently has an average rating of “Moderate Buy” and a consensus price target of $385.94.

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.