MSH Capital Advisors LLC Acquires New Holdings in The Sherwin-Williams Company $SHW

MSH Capital Advisors LLC bought a new stake in shares of The Sherwin-Williams Company (NYSE:SHW) in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm bought 13,991 shares of the specialty chemicals company’s stock, valued at approximately $4,817,000. Sherwin-Williams makes up about 0.8% of MSH Capital Advisors LLC’s portfolio, making the stock its 22nd biggest position.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in SHW. Brighton Jones LLC grew its position in shares of Sherwin-Williams by 73.6% in the fourth quarter. Brighton Jones LLC now owns 1,545 shares of the specialty chemicals company’s stock valued at $525,000 after purchasing an additional 655 shares during the last quarter. Empowered Funds LLC lifted its stake in Sherwin-Williams by 11.2% in the 1st quarter. Empowered Funds LLC now owns 6,236 shares of the specialty chemicals company’s stock valued at $2,178,000 after buying an additional 626 shares in the last quarter. Jump Financial LLC purchased a new stake in Sherwin-Williams in the 2nd quarter valued at approximately $1,210,000. Sei Investments Co. grew its holdings in Sherwin-Williams by 43.6% during the 2nd quarter. Sei Investments Co. now owns 196,915 shares of the specialty chemicals company’s stock valued at $67,612,000 after buying an additional 59,831 shares during the last quarter. Finally, Glenview Trust co increased its position in Sherwin-Williams by 4.8% during the second quarter. Glenview Trust co now owns 3,249 shares of the specialty chemicals company’s stock worth $1,116,000 after buying an additional 148 shares in the last quarter. Institutional investors and hedge funds own 77.67% of the company’s stock.

Analysts Set New Price Targets

Several analysts have recently issued reports on SHW shares. BMO Capital Markets restated an “outperform” rating and issued a $405.00 price objective (up from $400.00) on shares of Sherwin-Williams in a research report on Wednesday, July 29th. Wells Fargo & Company set a $360.00 price objective on Sherwin-Williams and gave the stock an “equal weight” rating in a research report on Wednesday, July 29th. Guggenheim assumed coverage on shares of Sherwin-Williams in a research note on Monday, August 3rd. They issued a “buy” rating and a $400.00 target price for the company. JPMorgan Chase & Co. upped their target price on shares of Sherwin-Williams from $365.00 to $380.00 and gave the company an “overweight” rating in a report on Wednesday, July 29th. Finally, Citigroup reaffirmed a “buy” rating on shares of Sherwin-Williams in a research note on Wednesday, July 29th. Nine investment analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $385.44.

Sherwin-Williams Price Performance

SHW stock opened at $353.16 on Thursday. The stock has a market capitalization of $85.73 billion, a price-to-earnings ratio of 32.55, a price-to-earnings-growth ratio of 2.57 and a beta of 1.10. The company has a quick ratio of 0.46, a current ratio of 0.73 and a debt-to-equity ratio of 2.16. The Sherwin-Williams Company has a 52-week low of $289.86 and a 52-week high of $379.65. The stock’s fifty day simple moving average is $338.97 and its 200-day simple moving average is $332.77.

Sherwin-Williams (NYSE:SHW) last released its earnings results on Tuesday, July 28th. The specialty chemicals company reported $3.70 EPS for the quarter, beating the consensus estimate of $3.52 by $0.18. Sherwin-Williams had a return on equity of 67.97% and a net margin of 11.01%.The firm had revenue of $6.79 billion during the quarter, compared to analyst estimates of $6.60 billion. During the same period in the prior year, the firm posted $3.38 earnings per share. The business’s quarterly revenue was up 7.5% compared to the same quarter last year. Sherwin-Williams has set its FY 2026 guidance at 11.800-12.200 EPS. Equities research analysts expect that The Sherwin-Williams Company will post 12.08 EPS for the current year.

Sherwin-Williams Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, September 11th. Stockholders of record on Friday, August 21st will be issued a dividend of $0.80 per share. This represents a $3.20 annualized dividend and a dividend yield of 0.9%. The ex-dividend date is Friday, August 21st. Sherwin-Williams’s dividend payout ratio is presently 29.49%.

Insider Activity

In related news, insider Justin T. Binns sold 13,500 shares of the firm’s stock in a transaction that occurred on Monday, August 17th. The shares were 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 of the company’s stock, valued at approximately $7,737,179.90. This trade represents a 38.10% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Karl J. Jorgenrud sold 7,886 shares of the business’s 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 completion of the sale, the insider owned 11,944 shares of the company’s stock, valued at approximately $4,398,975.20. The trade was a 39.77% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.23% 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.