Keybank National Association OH Lowers Holdings in The Sherwin-Williams Company $SHW

Keybank National Association OH trimmed its holdings in The Sherwin-Williams Company (NYSE:SHW) by 0.9% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 305,877 shares of the specialty chemicals company’s stock after selling 2,625 shares during the period. Keybank National Association OH’s holdings in Sherwin-Williams were worth $99,113,000 at the end of the most recent quarter.

Other hedge funds also recently added to or reduced their stakes in the company. Ares Financial Consulting LLC acquired a new position in Sherwin-Williams during the fourth quarter worth $27,000. Lodestone Wealth Management LLC acquired a new position in Sherwin-Williams during the fourth quarter worth $31,000. Rossby Financial LCC lifted its stake in Sherwin-Williams by 96.0% during the third quarter. Rossby Financial LCC now owns 98 shares of the specialty chemicals company’s stock worth $33,000 after purchasing an additional 48 shares in the last quarter. True Wealth Design LLC lifted its stake in Sherwin-Williams by 129.8% during the third quarter. True Wealth Design LLC now owns 108 shares of the specialty chemicals company’s stock worth $37,000 after purchasing an additional 61 shares in the last quarter. Finally, Steigerwald Gordon & Koch Inc. acquired a new position in Sherwin-Williams during the third quarter worth $42,000. 77.67% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Sherwin-Williams news, SVP Bryan J. Young sold 2,513 shares of the firm’s stock in a transaction on Tuesday, February 24th. The stock was sold at an average price of $364.47, for a total value of $915,913.11. Following the sale, the senior vice president directly owned 10,045 shares in the company, valued at $3,661,101.15. This trade represents a 20.01% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Colin M. Davie sold 2,976 shares of the firm’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $359.50, for a total value of $1,069,872.00. Following the completion of the sale, the insider owned 5,365 shares in the company, valued at approximately $1,928,717.50. This represents a 35.68% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.23% of the stock is owned by company insiders.

Sherwin-Williams Stock Down 3.5%

Sherwin-Williams stock opened at $324.43 on Wednesday. The Sherwin-Williams Company has a twelve month low of $301.58 and a twelve month high of $379.65. The stock’s fifty day simple moving average is $332.95 and its 200-day simple moving average is $338.30. The company has a current ratio of 0.87, a quick ratio of 0.53 and a debt-to-equity ratio of 2.03. The firm has a market capitalization of $80.25 billion, a P/E ratio of 31.59, a P/E/G ratio of 2.89 and a beta of 1.27.

Sherwin-Williams (NYSE:SHW) last posted its quarterly earnings results on Tuesday, April 28th. The specialty chemicals company reported $2.35 earnings per share for the quarter, beating analysts’ consensus estimates of $2.27 by $0.08. Sherwin-Williams had a return on equity of 65.26% and a net margin of 10.90%.The company had revenue of $5.67 billion for the quarter, compared to analysts’ expectations of $5.57 billion. During the same period last year, the firm earned $2.25 earnings per share. Sherwin-Williams’s quarterly revenue was up 6.9% on a year-over-year basis. Sherwin-Williams has set its FY 2026 guidance at 11.500-11.900 EPS. As a group, equities analysts expect that The Sherwin-Williams Company will post 11.82 earnings per share for the current fiscal year.

Sherwin-Williams Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, June 5th. Shareholders of record on Friday, May 22nd will be paid a $0.80 dividend. The ex-dividend date is Friday, May 22nd. 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 31.16%.

Wall Street Analysts Forecast Growth

A number of research analysts have commented on the company. Deutsche Bank Aktiengesellschaft cut Sherwin-Williams from a “buy” rating to a “hold” rating and set a $380.00 price target on the stock. in a research note on Thursday, January 22nd. Wells Fargo & Company cut Sherwin-Williams from an “overweight” rating to an “equal weight” rating and decreased their price target for the stock from $410.00 to $365.00 in a research note on Friday, April 10th. Citigroup decreased their price target on Sherwin-Williams from $410.00 to $385.00 and set a “buy” rating on the stock in a research note on Wednesday, April 1st. Zacks Research upgraded Sherwin-Williams from a “strong sell” rating to a “hold” rating in a research note on Tuesday, March 31st. Finally, Mizuho decreased their price target on Sherwin-Williams from $410.00 to $371.00 and set an “outperform” rating on the stock in a research note on Monday, March 23rd. Nine research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to MarketBeat.com, Sherwin-Williams presently has a consensus rating of “Moderate Buy” and an average price target of $379.08.

Sherwin-Williams News Roundup

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

• Positive Sentiment: Q1 beat — Sherwin-Williams posted $2.35 EPS vs. consensus ~$2.27 and revenue of $5.67B (y/y growth ~6.8–6.9%), driven in part by recent acquisitions. The Sherwin-Williams Company Reports 2026 First Quarter Financial Results
• Positive Sentiment: Top-line supported by price increases and the Suvinil buyout — management cited price realization as a primary sales driver, helping offset softer volumes. Sherwin-Williams sees quarterly sales growth on price hikes
• Neutral Sentiment: FY2026 guidance reaffirmed at $11.50–$11.90 EPS — the range sits roughly in line with consensus, so guidance itself wasn’t a positive surprise but preserves near-term visibility. Listen to Conference Call / Press Release
• Negative Sentiment: Management warned of weak end markets — executives flagged “little to no recovery” in some end markets (DIY/homeowner demand) which raises risk for volume recovery. Paint Giant Sherwin-Williams Sees ‘Little To No Recovery’ In End Markets
• Negative Sentiment: CEO and management tone emphasized risks — warnings about a weak DIY market and the potential need for further price actions to offset inflation/energy pressures weighed on sentiment. Sherwin-Williams Posts Higher Profit But Warns on Weak DIY Market

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.