The Sherwin-Williams Company $SHW Shares Purchased by Generali Asset Management SPA SGR

Generali Asset Management SPA SGR lifted its position in The Sherwin-Williams Company (NYSE:SHW) by 20.9% during the 3rd quarter, Holdings Channel reports. The firm owned 17,558 shares of the specialty chemicals company’s stock after acquiring an additional 3,036 shares during the period. Generali Asset Management SPA SGR’s holdings in Sherwin-Williams were worth $5,676,000 at the end of the most recent quarter.

Several other hedge funds also recently made changes to their positions in SHW. GK Wealth Management LLC bought a new stake in Sherwin-Williams during the 3rd quarter valued at $25,000. Wilkerson Advisory Group LLC boosted its position in Sherwin-Williams by 172.4% during the 1st quarter. Wilkerson Advisory Group LLC now owns 79 shares of the specialty chemicals company’s stock valued at $25,000 after buying an additional 50 shares during the period. Montgomery Financial Services LLC purchased a new stake in Sherwin-Williams during the 2nd quarter valued at $29,000. Whipplewood Advisors LLC purchased a new stake in Sherwin-Williams during the 1st quarter valued at $28,000. Finally, Tacita Capital Inc bought a new stake in Sherwin-Williams in the 2nd quarter worth $30,000. 77.67% of the stock is owned by hedge funds and other institutional investors.

Sherwin-Williams News Roundup

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

• Positive Sentiment: JPMorgan maintained an “overweight” rating and lowered its price target modestly to $375 from $380, implying substantial upside from recent levels. JPMorgan lowers Sherwin-Williams price target
• Positive Sentiment: Management expects approximately $75 million in structural cost savings in 2027, which could support future margins and earnings growth. Sales also delivered high-single-digit growth, and Sherwin-Williams extended its streak of annual dividend increases to 48 years. Sherwin-Williams long-term investor takeaways
• Neutral Sentiment: UBS raised its price target to $370 from $363 but retained a “neutral” rating, signaling improved valuation expectations without a stronger investment view. UBS adjusts Sherwin-Williams price target
• Neutral Sentiment: One valuation analysis suggested SHW may trade at a discount to estimated cash flow, which could appeal to longer-term investors if earnings stabilize. Sherwin-Williams valuation analysis
• Negative Sentiment: The earnings miss, higher costs and margin squeeze overshadowed the revenue beat. Management also indicated there is no near-term catalyst for a meaningful recovery in DIY demand, while 2026 earnings guidance now sits near analyst expectations rather than materially above them. Sherwin-Williams DIY demand outlook
• Negative Sentiment: DA Davidson cut its price target to $390 from $400, adding to investor caution despite the target remaining above the current trading level. DA Davidson adjusts Sherwin-Williams price target

Sherwin-Williams Stock Performance

Shares of SHW stock opened at $320.44 on Thursday. The stock has a fifty day moving average of $330.16 and a 200 day moving average of $333.38. The Sherwin-Williams Company has a 52 week low of $289.86 and a 52 week high of $377.77. The firm has a market capitalization of $77.79 billion, a price-to-earnings ratio of 29.53, a PEG ratio of 2.63 and a beta of 1.08. The company has a quick ratio of 0.46, a current ratio of 0.73 and a debt-to-equity ratio of 2.16.

Sherwin-Williams (NYSE:SHW) last released its quarterly 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 company 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 11.01% and a return on equity of 67.97%. The business’s revenue was up 7.9% on a year-over-year basis. During the same quarter last year, the firm earned $3.59 EPS. As a group, research analysts expect that The Sherwin-Williams Company will post 12.07 earnings per share for the current year.

Sherwin-Williams Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, December 4th. Stockholders of record on Friday, November 13th will be given a $0.80 dividend. This represents a $3.20 annualized dividend and a dividend yield of 1.0%. The ex-dividend date of this dividend is Friday, November 13th. Sherwin-Williams’s dividend payout ratio (DPR) is currently 29.49%.

Wall Street Analysts Forecast Growth

A number of research firms have issued reports on SHW. Mizuho set a $396.00 price objective on shares of Sherwin-Williams and gave the company an “outperform” rating in a research report on Thursday, September 24th. Rothschild & Co Redburn upped their price objective on shares of Sherwin-Williams from $410.00 to $420.00 and gave the company a “buy” rating in a research note on Tuesday, August 18th. Royal Bank Of Canada reiterated an “outperform” rating and set a $392.00 target price (down from $420.00) on shares of Sherwin-Williams in a report on Friday, October 9th. Bank of America raised their target price on Sherwin-Williams from $369.00 to $383.00 and gave the stock a “neutral” rating in a research note on Friday, July 17th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and set a $415.00 price target (up from $390.00) on shares of Sherwin-Williams in a research report on Friday, October 9th. Sixteen research analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $378.92.

Insider Activity

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 transaction of $4,761,450.00. Following the sale, the insider owned 21,937 shares of the company’s stock, valued at approximately $7,737,179.90. The trade was a 38.10% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Karl Jorgenrud sold 7,886 shares of Sherwin-Williams stock in a transaction dated Friday, August 7th. The shares were sold at an average price of $368.30, for a total transaction of $2,904,413.80. Following the sale, the insider directly owned 11,944 shares in the company, valued at $4,398,975.20. The trade was a 39.77% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 0.23% of the company’s stock.

Sherwin-Williams Company 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.