The Sherwin-Williams Company $SHW Shares Sold by New York State Common Retirement Fund

New York State Common Retirement Fund lessened its stake in shares of The Sherwin-Williams Company (NYSE:SHW) by 18.0% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 283,760 shares of the specialty chemicals company’s stock after selling 62,376 shares during the quarter. New York State Common Retirement Fund’s holdings in Sherwin-Williams were worth $98,255,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Vanguard Group Inc. grew its position in shares of Sherwin-Williams by 1.1% during the second quarter. Vanguard Group Inc. now owns 22,328,552 shares of the specialty chemicals company’s stock worth $7,666,732,000 after acquiring an additional 246,008 shares during the last quarter. Geode Capital Management LLC boosted its holdings in Sherwin-Williams by 1.8% in the 2nd quarter. Geode Capital Management LLC now owns 5,111,157 shares of the specialty chemicals company’s stock valued at $1,746,222,000 after purchasing an additional 90,482 shares in the last quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main lifted its holdings in Sherwin-Williams by 9.9% in the second quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 3,887,808 shares of the specialty chemicals company’s stock valued at $1,334,918,000 after acquiring an additional 351,453 shares during the period. Norges Bank acquired a new position in Sherwin-Williams during the second quarter worth about $1,296,565,000. Finally, JPMorgan Chase & Co. grew its holdings in Sherwin-Williams by 22.3% in the second quarter. JPMorgan Chase & Co. now owns 3,039,306 shares of the specialty chemicals company’s stock valued at $1,043,595,000 after purchasing an additional 553,275 shares during the last quarter. 77.67% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Sherwin-Williams

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

• Positive Sentiment: Q4 results beat expectations — Sherwin-Williams reported $2.23 EPS vs. consensus ~ $2.17 and revenue of $5.60B vs. ~$5.57B, showing underlying margin strength that supports near-term earnings visibility. Earnings beat article
• Positive Sentiment: Segment strength — Management highlighted growth in Consumer Brands and Performance Coatings, which helped revenue rise ~5.6% year-over-year and supported margins. Segment strength article
• Positive Sentiment: Capital returns maintained — Company plans a modest dividend increase, signaling confidence in cash flow even while guiding conservatively for 2026. Dividend & guidance article
• Neutral Sentiment: Full disclosures available — Company filed the press release, slide deck and call transcript (useful for detail and modeling revisions). PR Newswire results
• Neutral Sentiment: Analyst/coverage notes — Multiple outlets summarized beat and company metrics (net margin ~11%, ROE high) useful for updating models and relative valuation. Earnings call transcript
• Negative Sentiment: 2026 guidance missed estimates / conservative tone — Management warned that 2026 profit expectations are below consensus and that housing demand is “hard to predict,” which raises downside risk to sales tied to new construction and DIY momentum. Guidance miss article
• Negative Sentiment: Macro exposure — The company’s results and commentary emphasize sensitivity to U.S. housing demand; continued weakness there would pressure revenue growth and multiple compression given SHW’s premium valuation (PE ~34.6, PEG ~5.0). Housing demand warning

Wall Street Analysts Forecast Growth

A number of research analysts have issued reports on the stock. Mizuho reduced their target price on shares of Sherwin-Williams from $400.00 to $390.00 and set an “outperform” rating on the stock in a report on Thursday, December 18th. Wells Fargo & Company set a $410.00 price objective on shares of Sherwin-Williams and gave the company an “overweight” rating in a research report on Wednesday, October 29th. Citigroup restated a “buy” rating on shares of Sherwin-Williams in a report on Monday, January 19th. Royal Bank Of Canada set a $405.00 price target on shares of Sherwin-Williams and gave the stock an “outperform” rating in a research report on Wednesday, October 29th. Finally, Vertical Research raised shares of Sherwin-Williams from a “hold” rating to a “buy” rating and set a $371.00 price objective for the company in a report on Wednesday, January 7th. Eleven research 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, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $385.94.

Sherwin-Williams Price Performance

Shares of SHW opened at $354.94 on Friday. The firm has a market capitalization 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. The company has a debt-to-equity ratio of 2.11, a quick ratio of 0.52 and a current ratio of 0.82. The stock’s fifty day moving average is $337.79 and its 200-day moving average is $343.75. The Sherwin-Williams Company has a one year low of $308.84 and a one year high of $379.65.

Sherwin-Williams (NYSE:SHW) last issued its quarterly earnings results on Thursday, January 29th. The specialty chemicals company reported $2.23 earnings per share for the quarter, topping analysts’ consensus estimates of $2.17 by $0.06. The company had revenue of $5.60 billion during the quarter, compared to analyst estimates of $5.57 billion. Sherwin-Williams had a net margin of 11.05% and a return on equity of 66.75%. Equities analysts anticipate that The Sherwin-Williams Company will post 12 EPS for the current year.

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.