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

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

Analysts Set New Price Targets

A number of equities research analysts have recently weighed in on SHW shares. UBS Group reaffirmed a “buy” rating and set a $415.00 price target (down previously from $422.00) on shares of Sherwin-Williams in a report on Monday, January 12th. Bank of America cut their target price on Sherwin-Williams from $375.00 to $368.00 and set a “neutral” rating on the stock in a research note on Tuesday, October 14th. Wells Fargo & Company set a $410.00 price target on Sherwin-Williams and gave the stock an “overweight” rating in a research note on Wednesday, October 29th. Vertical Research raised Sherwin-Williams from a “hold” rating to a “buy” rating and set a $371.00 price target on the stock in a report on Wednesday, January 7th. Finally, Mizuho reduced their price objective on shares of Sherwin-Williams from $400.00 to $390.00 and set an “outperform” rating for the company in a report on Thursday, December 18th. Eleven equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $385.94.

Sherwin-Williams Trading Up 1.5%

Sherwin-Williams stock opened at $354.94 on Friday. The firm has a market cap of $87.99 billion, a price-to-earnings ratio of 34.63, a price-to-earnings-growth ratio of 5.06 and a beta of 1.26. Sherwin-Williams has a 1 year low of $308.84 and a 1 year high of $379.65. The firm’s 50 day moving average price is $337.79 and its two-hundred day moving average price is $343.75. The company has a debt-to-equity ratio of 2.11, a quick ratio of 0.52 and a current ratio of 0.82.

Sherwin-Williams (NYSE:SHW) last released its quarterly earnings data on Thursday, January 29th. The specialty chemicals company reported $2.23 earnings per share for the quarter, topping the consensus estimate of $2.17 by $0.06. The business 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 66.75% and a net margin of 11.05%. On average, research analysts predict that Sherwin-Williams will post 12 EPS for the current fiscal year.

Key Headlines Impacting Sherwin-Williams

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

• Positive Sentiment: Q4 beat and record profitability — SHW reported $2.23 EPS vs. the $2.17 consensus and $5.60B revenue vs. $5.57B expected; management described record results for the year, supporting the company’s underlying cash generation and ability to invest/return capital. PR Newswire: 2025 Year-End and Q4 Results
• Positive Sentiment: Analyst backing and medium‑term upside — Morgan Stanley’s Vincent Andrews kept a Buy rating and $385 price target, highlighting potential share gains, Suvinil synergies and margin expansion as drivers of upside. TipRanks: Conservative Guidance Masks Medium‑Term Upside
• Positive Sentiment: Management pursuing M&A and strategic growth — Sherwin‑Williams signaled acquisitions and bolt‑on deals as the “next phase” of growth, which could accelerate market share and synergies over time. Yahoo: Sherwin‑Williams Weighs Acquisitions
• Neutral Sentiment: Full earnings materials available — The earnings call transcript and slide deck provide more detail on segment performance and assumptions; investors should review the slides/transcript for margin drivers and working capital outlook. Seeking Alpha: Q4 2025 Earnings Call Transcript
• Negative Sentiment: FY2026 EPS guidance below consensus — Management issued FY2026 guidance of $11.50–$11.90 EPS versus consensus ~$12.36, a clear near‑term headwind that explains much of the negative market reaction. (Guidance indicates more cautious growth assumptions for the year.)
• Negative Sentiment: Housing demand uncertainty — Management warned that 2026 housing demand is “hard to predict,” and cited softer end‑market demand as a reason for conservative guidance; that macro uncertainty is pressuring shares. Benzinga: Housing Demand Hard to Predict

Institutional Investors Weigh In On Sherwin-Williams

Large investors have recently made changes to their positions in the company. Viking Global Investors LP lifted its position in shares of Sherwin-Williams by 47.2% in the 3rd quarter. Viking Global Investors LP now owns 2,881,091 shares of the specialty chemicals company’s stock valued at $997,607,000 after acquiring an additional 923,341 shares in the last quarter. Northern Trust Corp lifted its holdings in shares of Sherwin-Williams by 0.7% in the third quarter. Northern Trust Corp now owns 2,630,826 shares of the specialty chemicals company’s stock valued at $910,950,000 after purchasing an additional 17,180 shares in the last quarter. Amundi boosted its position in shares of Sherwin-Williams by 14.0% in the third quarter. Amundi now owns 1,897,769 shares of the specialty chemicals company’s stock worth $639,377,000 after buying an additional 232,436 shares during the period. Wellington Management Group LLP grew its holdings in shares of Sherwin-Williams by 1.1% during the third quarter. Wellington Management Group LLP now owns 1,261,996 shares of the specialty chemicals company’s stock valued at $436,979,000 after buying an additional 13,654 shares in the last quarter. Finally, Invesco Ltd. raised its position in Sherwin-Williams by 2.1% during the third quarter. Invesco Ltd. now owns 1,030,719 shares of the specialty chemicals company’s stock valued at $356,897,000 after buying an additional 21,459 shares during the period. Institutional investors and hedge funds 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.