The Sherwin-Williams Company $SHW Shares Sold by Mawer Investment Management Ltd.

Mawer Investment Management Ltd. lowered its holdings in shares of The Sherwin-Williams Company (NYSE:SHW) by 26.8% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 199,990 shares of the specialty chemicals company’s stock after selling 73,269 shares during the quarter. Mawer Investment Management Ltd. owned approximately 0.08% of Sherwin-Williams worth $69,249,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in SHW. AXS Investments LLC purchased a new position in shares of Sherwin-Williams during the 3rd quarter valued at approximately $114,000. PAX Financial Group LLC increased its holdings in Sherwin-Williams by 14.1% in the 3rd quarter. PAX Financial Group LLC now owns 703 shares of the specialty chemicals company’s stock worth $243,000 after acquiring an additional 87 shares in the last quarter. Carrera Capital Advisors acquired a new position in Sherwin-Williams during the third quarter worth $290,000. Mutual Advisors LLC lifted its holdings in Sherwin-Williams by 5.3% during the third quarter. Mutual Advisors LLC now owns 919 shares of the specialty chemicals company’s stock valued at $305,000 after purchasing an additional 46 shares in the last quarter. Finally, Independent Advisor Alliance lifted its holdings in Sherwin-Williams by 1.4% during the third quarter. Independent Advisor Alliance now owns 12,630 shares of the specialty chemicals company’s stock valued at $4,373,000 after purchasing an additional 170 shares in the last quarter. 77.67% of the stock is currently owned by hedge funds and other institutional investors.

More Sherwin-Williams News

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

• Positive Sentiment: Q4 beat and solid results — Sherwin‑Williams reported $2.23 EPS vs. $2.16 consensus and $5.60B revenue (vs. ~$5.57B est.), with year‑over‑year revenue growth and high margins; management highlighted record sales and profitability for 2025. Read More.
• Positive Sentiment: Management points to strategic growth opportunities — company signaled it is considering acquisitions as the next growth phase, which could accelerate market share, product portfolio and Syvinil integration benefits if executed well. Read More.
• Neutral Sentiment: Analyst mix: Morgan Stanley kept a Buy rating and $385 PT, highlighting medium‑term upside from share gains and synergies, while Bank of America reiterated a Hold and $370 PT citing muted near‑term catalysts — shows divergent views on upside vs. execution risk. Read More.
• Neutral Sentiment: Investor takeaways from the call/slide deck — management provided details on segment performance (Consumer Brands, Performance Coatings) and reiterated focus on margins and integration savings; these are constructive but tied to execution. Read More.
• Negative Sentiment: Below‑consensus FY‑2026 guidance and demand uncertainty — Sherwin‑Williams gave EPS guidance of roughly $11.50–$11.90 vs. consensus near $12.36 and warned housing demand is “hard to predict,” which pressured sentiment because it reduces near‑term upside visibility. Read More.

Sherwin-Williams Trading Down 0.1%

SHW opened at $354.36 on Monday. The firm has a market capitalization of $87.84 billion, a price-to-earnings ratio of 34.50, a price-to-earnings-growth ratio of 5.34 and a beta of 1.25. The company’s 50 day simple moving average is $338.13 and its two-hundred day simple moving average is $343.88. The Sherwin-Williams Company has a 1-year low of $308.84 and a 1-year high of $379.65. The company has a debt-to-equity ratio of 2.03, a current ratio of 0.87 and a quick ratio of 0.53.

Sherwin-Williams (NYSE:SHW) last posted its quarterly earnings results on Thursday, January 29th. The specialty chemicals company reported $2.23 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.16 by $0.07. Sherwin-Williams had a return on equity of 65.26% and a net margin of 10.90%.The business had revenue of $5.60 billion during the quarter, compared to analyst estimates of $5.57 billion. During the same period in the prior year, the business earned $2.09 earnings per share. The business’s revenue was up 5.6% compared to the same quarter last year. Analysts expect that The Sherwin-Williams Company will post 12 EPS for the current fiscal year.

Analyst Ratings Changes

A number of analysts have recently commented on SHW shares. Mizuho cut their target price on shares of Sherwin-Williams from $400.00 to $390.00 and set an “outperform” rating for the company in a research note on Thursday, December 18th. Royal Bank Of Canada set a $390.00 price objective on Sherwin-Williams and gave the stock an “outperform” rating in a report on Friday. Deutsche Bank Aktiengesellschaft cut Sherwin-Williams from a “buy” rating to a “hold” rating and set a $380.00 target price for the company. in a report on Thursday, January 22nd. Wells Fargo & Company set a $410.00 target price on Sherwin-Williams and gave the company an “overweight” rating in a research report on Wednesday, October 29th. Finally, Weiss Ratings reiterated a “hold (c+)” rating on shares of Sherwin-Williams in a research report on Monday, December 29th. Eleven research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $386.33.

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.