Banque Cantonale Vaudoise Raises Position in The Sherwin-Williams Company $SHW

Banque Cantonale Vaudoise boosted its stake in The Sherwin-Williams Company (NYSE:SHW) by 224.2% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 4,791 shares of the specialty chemicals company’s stock after buying an additional 3,313 shares during the quarter. Banque Cantonale Vaudoise’s holdings in Sherwin-Williams were worth $1,553,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in the business. Modera Wealth Management LLC lifted its holdings in shares of Sherwin-Williams by 2.4% during the third quarter. Modera Wealth Management LLC now owns 1,257 shares of the specialty chemicals company’s stock valued at $435,000 after purchasing an additional 29 shares during the last quarter. CoreCap Advisors LLC lifted its holdings in shares of Sherwin-Williams by 0.6% during the fourth quarter. CoreCap Advisors LLC now owns 5,102 shares of the specialty chemicals company’s stock valued at $1,653,000 after purchasing an additional 29 shares during the last quarter. Sowell Financial Services LLC lifted its holdings in shares of Sherwin-Williams by 2.8% during the fourth quarter. Sowell Financial Services LLC now owns 1,057 shares of the specialty chemicals company’s stock valued at $343,000 after purchasing an additional 29 shares during the last quarter. Mather Group LLC. lifted its holdings in shares of Sherwin-Williams by 1.4% during the fourth quarter. Mather Group LLC. now owns 2,118 shares of the specialty chemicals company’s stock valued at $686,000 after purchasing an additional 30 shares during the last quarter. Finally, Sapient Capital LLC lifted its holdings in shares of Sherwin-Williams by 0.3% during the fourth quarter. Sapient Capital LLC now owns 9,176 shares of the specialty chemicals company’s stock valued at $2,993,000 after purchasing an additional 30 shares during the last quarter. 77.67% of the stock is currently owned by hedge funds and other institutional investors.

Sherwin-Williams Price Performance

Shares of SHW opened at $309.54 on Friday. The company has a market capitalization of $76.34 billion, a P/E ratio of 29.71, a price-to-earnings-growth ratio of 2.66 and a beta of 1.16. The company has a quick ratio of 0.53, a current ratio of 0.86 and a debt-to-equity ratio of 2.10. The firm has a 50 day moving average of $320.90 and a 200 day moving average of $335.57. The Sherwin-Williams Company has a twelve month low of $294.32 and a twelve month high of $379.65.

Sherwin-Williams (NYSE:SHW) last announced its quarterly earnings results on Tuesday, April 28th. The specialty chemicals company reported $2.35 earnings per share for the quarter, beating the consensus estimate of $2.27 by $0.08. The company had revenue of $5.67 billion during the quarter, compared to the consensus estimate of $5.56 billion. Sherwin-Williams had a net margin of 10.86% and a return on equity of 64.55%. The firm’s quarterly revenue was up 6.9% compared to the same quarter last year. During the same quarter last year, the firm earned $2.25 earnings per share. Sherwin-Williams has set its FY 2026 guidance at 11.500-11.900 EPS. As a group, equities research analysts anticipate that The Sherwin-Williams Company will post 11.74 earnings per share for the current fiscal year.

Sherwin-Williams Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, June 5th. Investors of record on Friday, May 22nd will be given a dividend of $0.80 per share. The ex-dividend date of this dividend is Friday, May 22nd. This represents a $3.20 annualized dividend and a dividend yield of 1.0%. Sherwin-Williams’s dividend payout ratio (DPR) is 30.71%.

Insider Buying and Selling at Sherwin-Williams

In related news, SVP Bryan J. Young sold 2,513 shares of the firm’s stock in a transaction that occurred on Tuesday, February 24th. The shares were sold at an average price of $364.47, for a total transaction of $915,913.11. Following the completion of the sale, the senior vice president owned 10,045 shares of the company’s stock, valued at $3,661,101.15. This trade represents a 20.01% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.23% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

SHW has been the subject of several recent research reports. Royal Bank Of Canada lowered their target price on shares of Sherwin-Williams from $390.00 to $376.00 and set an “outperform” rating for the company in a report on Thursday, March 19th. JPMorgan Chase & Co. lowered their target price on shares of Sherwin-Williams from $385.00 to $365.00 and set an “overweight” rating for the company in a report on Wednesday, April 29th. Bank of America lowered their target price on shares of Sherwin-Williams from $370.00 to $365.00 and set a “neutral” rating for the company in a report on Tuesday, April 21st. Wells Fargo & Company lowered their target price on shares of Sherwin-Williams from $365.00 to $350.00 and set an “equal weight” rating for the company in a report on Wednesday, April 29th. Finally, Evercore reissued an “outperform” rating on shares of Sherwin-Williams in a research report on Friday, May 8th. Nine investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat.com, Sherwin-Williams has an average rating of “Moderate Buy” and a consensus target price of $375.33.

Sherwin-Williams 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.