Sherwin-Williams (NYSE:SHW) Updates FY 2026 Earnings Guidance

Sherwin-Williams (NYSE:SHW) issued an update on its FY 2026 earnings guidance on Friday morning. The company provided earnings per share guidance of 11.500-11.900 for the period, compared to the consensus earnings per share estimate of 12.360. The company issued revenue guidance of -.

Sherwin-Williams Stock Down 0.1%

SHW opened at $354.36 on Friday. The firm has a market capitalization of $87.84 billion, a P/E ratio of 34.50, a price-to-earnings-growth ratio of 5.13 and a beta of 1.26. Sherwin-Williams has a one year low of $308.84 and a one year high of $379.65. The company has a fifty day moving average price of $338.13 and a 200-day moving average price of $343.82. The company has a debt-to-equity ratio of 2.03, a current ratio of 0.87 and a quick ratio of 0.52.

Sherwin-Williams (NYSE:SHW) last posted its quarterly earnings data on Thursday, January 29th. The specialty chemicals company reported $2.23 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.16 by $0.07. The company had revenue of $5.60 billion during the quarter, compared to analyst estimates of $5.57 billion. Sherwin-Williams had a return on equity of 65.26% and a net margin of 10.90%.The firm’s quarterly revenue was up 5.6% on a year-over-year basis. During the same quarter last year, the company earned $2.09 earnings per share. Equities research analysts expect that Sherwin-Williams will post 12 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several research analysts have recently commented on SHW shares. JPMorgan Chase & Co. boosted their price objective on Sherwin-Williams from $378.00 to $385.00 and gave the stock an “overweight” rating in a report on Wednesday, October 29th. Citigroup reissued a “buy” rating on shares of Sherwin-Williams in a research note on Monday, January 19th. Mizuho lowered their price objective on shares of Sherwin-Williams from $400.00 to $390.00 and set an “outperform” rating on the stock in a research report on Thursday, December 18th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Sherwin-Williams in a research report on Monday, December 29th. Finally, Deutsche Bank Aktiengesellschaft downgraded Sherwin-Williams from a “buy” rating to a “hold” rating and set a $380.00 price target on the stock. in a research report on Thursday, January 22nd. Eleven analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $386.33.

Sherwin-Williams News Summary

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

• Positive Sentiment: Q4 beat and solid results — Sherwin‑Williams reported $2.23 EPS vs. $2.16 consensus and $5.60B revenue (vs. ~$5.57B est.), with year‑over‑year revenue growth and high margins; management highlighted record sales and profitability for 2025. Read More.
• Positive Sentiment: Management points to strategic growth opportunities — company signaled it is considering acquisitions as the next growth phase, which could accelerate market share, product portfolio and Syvinil integration benefits if executed well. Read More.
• Neutral Sentiment: Analyst mix: Morgan Stanley kept a Buy rating and $385 PT, highlighting medium‑term upside from share gains and synergies, while Bank of America reiterated a Hold and $370 PT citing muted near‑term catalysts — shows divergent views on upside vs. execution risk. Read More.
• Neutral Sentiment: Investor takeaways from the call/slide deck — management provided details on segment performance (Consumer Brands, Performance Coatings) and reiterated focus on margins and integration savings; these are constructive but tied to execution. Read More.
• Negative Sentiment: Below‑consensus FY‑2026 guidance and demand uncertainty — Sherwin‑Williams gave EPS guidance of roughly $11.50–$11.90 vs. consensus near $12.36 and warned housing demand is “hard to predict,” which pressured sentiment because it reduces near‑term upside visibility. Read More.

Institutional Investors Weigh In On Sherwin-Williams

Hedge funds and other institutional investors have recently modified their holdings of the stock. Resources Management Corp CT ADV raised its holdings in Sherwin-Williams by 1.0% in the 2nd quarter. Resources Management Corp CT ADV now owns 4,241 shares of the specialty chemicals company’s stock worth $1,456,000 after purchasing an additional 40 shares in the last quarter. L2 Asset Management LLC increased its position in shares of Sherwin-Williams by 4.3% during the third quarter. L2 Asset Management LLC now owns 1,081 shares of the specialty chemicals company’s stock valued at $374,000 after buying an additional 45 shares during the period. Smartleaf Asset Management LLC raised its stake in Sherwin-Williams by 1.7% in the second quarter. Smartleaf Asset Management LLC now owns 2,747 shares of the specialty chemicals company’s stock worth $950,000 after buying an additional 46 shares in the last quarter. Keel Point LLC lifted its holdings in Sherwin-Williams by 0.4% in the second quarter. Keel Point LLC now owns 12,535 shares of the specialty chemicals company’s stock worth $4,304,000 after buying an additional 46 shares during the period. Finally, First Foundation Advisors boosted its position in Sherwin-Williams by 2.9% during the 3rd quarter. First Foundation Advisors now owns 2,117 shares of the specialty chemicals company’s stock valued at $733,000 after acquiring an additional 60 shares in the last quarter. Institutional investors own 77.67% of the company’s stock.

Sherwin-Williams Company 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.