6,494 The Sherwin-Williams Company $SHW Shares Sold by Confluence Investment Management LLC

Confluence Investment Management LLC decreased its stake in shares of The Sherwin-Williams Company (NYSE:SHW) by 10.4% during the third quarter, HoldingsChannel.com reports. The fund owned 55,762 shares of the specialty chemicals company’s stock after selling 6,494 shares during the period. Confluence Investment Management LLC’s holdings in Sherwin-Williams were worth $18,026,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. BlackRock Inc. bought a new stake in Sherwin-Williams during the second quarter worth approximately $6,100,083,000. State Street Corp boosted its holdings in Sherwin-Williams by 2.4% during the fourth quarter. State Street Corp now owns 15,638,974 shares of the specialty chemicals company’s stock valued at $5,067,497,000 after acquiring an additional 364,832 shares during the period. Wellington Management Group LLP boosted its holdings in Sherwin-Williams by 133.7% during the second quarter. Wellington Management Group LLP now owns 2,784,679 shares of the specialty chemicals company’s stock valued at $958,821,000 after acquiring an additional 1,593,009 shares during the period. Amundi grew its position in shares of Sherwin-Williams by 20.6% in the first quarter. Amundi now owns 2,200,895 shares of the specialty chemicals company’s stock valued at $705,497,000 after purchasing an additional 376,505 shares during the last quarter. Finally, Fiera Capital Corp grew its holdings in Sherwin-Williams by 0.4% in the 4th quarter. Fiera Capital Corp now owns 1,770,803 shares of the specialty chemicals company’s stock valued at $573,793,000 after buying an additional 6,789 shares during the last quarter. 77.67% of the stock is owned by institutional investors.

Insider Activity at Sherwin-Williams

In other Sherwin-Williams news, insider Justin Binns sold 13,500 shares of the stock in a transaction on Monday, August 17th. The stock was sold at an average price of $352.70, for a total transaction of $4,761,450.00. Following the completion of the transaction, the insider directly owned 21,937 shares in the company, valued at $7,737,179.90. This represents a 38.10% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Karl J. Jorgenrud sold 7,886 shares of Sherwin-Williams stock in a transaction dated 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 transaction, the insider directly owned 11,944 shares of the company’s stock, valued at $4,398,975.20. This represents a 39.77% 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 Performance

SHW stock traded down $3.54 during midday trading on Thursday, hitting $319.73. The stock had a trading volume of 608,847 shares, compared to its average volume of 1,962,375. The Sherwin-Williams Company has a 52 week low of $289.86 and a 52 week high of $377.77. The company has a current ratio of 0.73, a quick ratio of 0.46 and a debt-to-equity ratio of 2.16. The stock has a 50-day simple moving average of $339.08 and a 200 day simple moving average of $327.81. The firm has a market capitalization of $77.62 billion, a price-to-earnings ratio of 29.43, a P/E/G ratio of 2.46 and a beta of 1.09.

Sherwin-Williams (NYSE:SHW) last announced its quarterly earnings data on Tuesday, July 28th. The specialty chemicals company reported $3.70 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.52 by $0.18. The company had revenue of $6.79 billion during the quarter, compared to analysts’ expectations of $6.60 billion. Sherwin-Williams had a net margin of 11.01% and a return on equity of 67.97%. The business’s revenue was up 7.5% on a year-over-year basis. During the same quarter in the prior year, the company posted $3.38 EPS. Sherwin-Williams has set its FY 2026 guidance at 11.800-12.200 EPS. As a group, equities research analysts anticipate that The Sherwin-Williams Company will post 12.09 earnings per share for the current year.

Sherwin-Williams Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, September 11th. Stockholders of record on Friday, August 21st were paid a $0.80 dividend. This represents a $3.20 annualized dividend and a dividend yield of 1.0%. The ex-dividend date was Friday, August 21st. Sherwin-Williams’s dividend payout ratio is currently 29.49%.

Trending Headlines about Sherwin-Williams

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

• Positive Sentiment: Sherwin-Williams celebrated the opening of its expanded Statesville, North Carolina, architectural coatings facility. The investment makes the plant the company’s largest in North America and is expected to increase manufacturing capacity, automation and distribution efficiency, while improving supply-chain responsiveness and customer service. Sherwin-Williams Statesville facility announcement
• Positive Sentiment: The facility expansion could support future volume growth and operating efficiency, although the financial benefit is likely to emerge gradually rather than immediately. Sherwin-Williams expands Statesville manufacturing capacity
• Neutral Sentiment: Sherwin-Williams will release third-quarter 2026 results before the market opens on October 27. Investors will likely focus on demand trends, margins, the contribution from capacity investments and whether full-year earnings guidance remains achievable. Sherwin-Williams third-quarter 2026 earnings date
• Negative Sentiment: Citigroup lowered its price target for SHW to $400 from $415, although it maintained a Buy rating. The reduction may temper upside expectations even though the revised target remains above the current trading level. Citigroup lowers Sherwin-Williams price target
• Negative Sentiment: The company reportedly secured a $750 million term loan. While the financing may support capital investment, it also adds to Sherwin-Williams’ debt burden and could heighten investor concerns about leverage. Sherwin-Williams secures $750 million term loan

Wall Street Analyst Weigh In

A number of research analysts have recently commented on SHW shares. BMO Capital Markets reiterated an “outperform” rating on shares of Sherwin-Williams in a report on Monday. The Goldman Sachs Group set a $420.00 target price on shares of Sherwin-Williams in a research note on Wednesday, July 29th. Jefferies Financial Group reissued a “hold” rating and issued a $375.00 price target on shares of Sherwin-Williams in a report on Tuesday, July 28th. Weiss Ratings downgraded shares of Sherwin-Williams from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, September 24th. Finally, Guggenheim assumed coverage on shares of Sherwin-Williams in a research report on Monday, August 3rd. They set a “buy” rating and a $400.00 price objective for the company. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and eight have given a Hold rating to the company’s stock. According to MarketBeat, Sherwin-Williams currently has a consensus rating of “Moderate Buy” and a consensus target price of $387.47.

About Sherwin-Williams

The Sherwin-Williams Company (NYSE: SHW) manufactures, distributes and sells paints, coatings, floorcoverings and related products. Its offerings serve residential, commercial, industrial, automotive and specialty applications, including architectural paints, protective and marine coatings, industrial finishes, automotive refinishing products, wood stains and surface-preparation materials.

Founded in 1866 by Henry Sherwin and Edward Williams, the company is headquartered in Cleveland, Ohio.