Sherwin-Williams (NYSE:SHW) Stock Gets Price Target Reduction from JPMorgan Chase & Co.

Sherwin-Williams (NYSE:SHW) had its price target decreased by JPMorgan Chase & Co. from $380.00 to $375.00 in a research note released on Wednesday,Benzinga reports. JPMorgan Chase & Co. currently has an overweight rating on the specialty chemicals company’s stock.

Several other research analysts also recently weighed in on SHW. Jefferies Financial Group reaffirmed a “hold” rating and set a $353.00 target price on shares of Sherwin-Williams in a research note on Tuesday. Guggenheim reissued a “buy” rating and issued a $375.00 price target (down from $400.00) on shares of Sherwin-Williams in a report on Wednesday. Royal Bank Of Canada restated an “outperform” rating and set a $392.00 price objective (down from $420.00) on shares of Sherwin-Williams in a research report on Friday, October 9th. BMO Capital Markets restated an “outperform” rating on shares of Sherwin-Williams in a research report on Monday, September 28th. Finally, UBS Group reaffirmed a “neutral” rating and set a $370.00 price objective (up from $363.00) on shares of Sherwin-Williams 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 stock. According to MarketBeat.com, Sherwin-Williams has an average rating of “Moderate Buy” and an average target price of $377.29.

Sherwin-Williams Trading Up 0.9%

SHW stock opened at $332.95 on Wednesday. The company’s 50-day simple moving average is $329.41 and its 200-day simple moving average is $333.14. The company has a quick ratio of 0.46, a current ratio of 0.71 and a debt-to-equity ratio of 2.00. Sherwin-Williams has a 52-week low of $289.86 and a 52-week high of $377.77. The firm has a market cap of $80.44 billion, a P/E ratio of 27.72, a PEG ratio of 2.74 and a beta of 1.08.

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

Sherwin-Williams Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, December 4th. Shareholders of record on Friday, November 13th will be given 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 payout ratio is currently 29.41%.

Insider Transactions at Sherwin-Williams

In other Sherwin-Williams news, insider Karl J. Jorgenrud sold 7,886 shares of the stock in a transaction that occurred on 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. This represents a 39.77% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, insider Justin Binns sold 13,500 shares of the company’s stock in a transaction on Monday, August 17th. The stock was sold at an average price of $352.70, for a total value of $4,761,450.00. Following the sale, the insider directly owned 21,937 shares in the company, valued at $7,737,179.90. This represents a 38.10% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 0.23% of the company’s stock.

Hedge Funds Weigh In On Sherwin-Williams

Several hedge funds and other institutional investors have recently made changes to their positions in the stock. Eastern Bank grew its holdings in shares of Sherwin-Williams by 50.8% during the second quarter. Eastern Bank now owns 89 shares of the specialty chemicals company’s stock valued at $31,000 after purchasing an additional 30 shares during the last quarter. Focus Financial Network Inc. grew its stake in Sherwin-Williams by 1.0% during the 3rd quarter. Focus Financial Network Inc. now owns 3,068 shares of the specialty chemicals company’s stock worth $992,000 after buying an additional 31 shares during the last quarter. Verdence Capital Advisors LLC grew its stake in Sherwin-Williams by 4.0% during the 3rd quarter. Verdence Capital Advisors LLC now owns 812 shares of the specialty chemicals company’s stock worth $263,000 after buying an additional 31 shares during the last quarter. Heartland Bank & Trust Co increased its position in Sherwin-Williams by 2.8% in the first quarter. Heartland Bank & Trust Co now owns 1,174 shares of the specialty chemicals company’s stock worth $376,000 after buying an additional 32 shares during the period. Finally, Childress Capital Advisors LLC increased its position in Sherwin-Williams by 4.9% in the third quarter. Childress Capital Advisors LLC now owns 713 shares of the specialty chemicals company’s stock worth $230,000 after buying an additional 33 shares during the period. Hedge funds and other institutional investors own 77.67% of the company’s stock.

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

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.