Generali Asset Management SPA SGR Increases Position in The Sherwin-Williams Company $SHW

Generali Asset Management SPA SGR boosted its holdings in The Sherwin-Williams Company (NYSE:SHW) by 19.2% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 16,191 shares of the specialty chemicals company’s stock after purchasing an additional 2,613 shares during the period. Generali Asset Management SPA SGR’s holdings in Sherwin-Williams were worth $5,246,000 at the end of the most recent reporting period.

Other hedge funds have also recently bought and sold shares of the company. Ares Financial Consulting LLC acquired a new stake in Sherwin-Williams in the fourth quarter valued at $27,000. Lodestone Wealth Management LLC bought a new position in Sherwin-Williams during the 4th quarter valued at $31,000. Rossby Financial LCC grew its holdings in Sherwin-Williams by 96.0% during the 3rd quarter. Rossby Financial LCC now owns 98 shares of the specialty chemicals company’s stock worth $33,000 after acquiring an additional 48 shares in the last quarter. Steigerwald Gordon & Koch Inc. bought a new stake in shares of Sherwin-Williams in the 3rd quarter worth about $42,000. Finally, JPL Wealth Management LLC bought a new stake in shares of Sherwin-Williams in the 3rd quarter worth about $45,000. Institutional investors and hedge funds own 77.67% of the company’s stock.

Sherwin-Williams Price Performance

SHW opened at $316.52 on Friday. 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 company’s 50-day moving average price is $328.62 and its 200 day moving average price is $337.83. The Sherwin-Williams Company has a fifty-two week low of $301.58 and a fifty-two week high of $379.65. The firm has a market cap of $78.07 billion, a price-to-earnings ratio of 30.38, a price-to-earnings-growth ratio of 2.77 and a beta of 1.16.

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

Sherwin-Williams Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, June 5th. Shareholders of record on Friday, May 22nd will be paid a $0.80 dividend. This represents a $3.20 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date is Friday, May 22nd. Sherwin-Williams’s dividend payout ratio (DPR) is presently 30.71%.

Analyst Ratings Changes

Several brokerages have recently commented on SHW. Mizuho reduced their price target on shares of Sherwin-Williams from $410.00 to $371.00 and set an “outperform” rating on the stock in a research report on Monday, March 23rd. Weiss Ratings raised Sherwin-Williams from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, April 29th. Zacks Research upgraded Sherwin-Williams from a “strong sell” rating to a “hold” rating in a research note on Tuesday, March 31st. Royal Bank Of Canada reduced their target price on Sherwin-Williams from $390.00 to $376.00 and set an “outperform” rating on the stock in a report on Thursday, March 19th. Finally, Citigroup decreased their target price on Sherwin-Williams from $410.00 to $385.00 and set a “buy” rating for the company in a research report on Wednesday, April 1st. Ten investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $375.33.

Insider Transactions at Sherwin-Williams

In other news, SVP Bryan J. Young sold 2,513 shares of the business’s stock in a transaction 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 transaction, the senior vice president owned 10,045 shares of the company’s stock, valued at approximately $3,661,101.15. The trade was a 20.01% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Insiders own 0.23% of the company’s stock.

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.