Osmosis Investment Management UK Ltd Makes New Investment in The Sherwin-Williams Company $SHW

Osmosis Investment Management UK Ltd bought a new stake in shares of The Sherwin-Williams Company (NYSE:SHW) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund bought 7,483 shares of the specialty chemicals company’s stock, valued at approximately $2,577,000.

Several other hedge funds and other institutional investors have also recently modified their holdings of the stock. Wilkerson Advisory Group LLC lifted its holdings in shares of Sherwin-Williams by 172.4% in the first quarter. Wilkerson Advisory Group LLC now owns 79 shares of the specialty chemicals company’s stock worth $25,000 after buying an additional 50 shares in the last quarter. Ares Financial Consulting LLC purchased a new position in Sherwin-Williams during the fourth quarter valued at approximately $27,000. Lloyd Advisory Services LLC. bought a new stake in Sherwin-Williams during the 4th quarter worth approximately $27,000. Whipplewood Advisors LLC bought a new stake in Sherwin-Williams during the 1st quarter worth approximately $28,000. Finally, Tacita Capital Inc purchased a new stake in Sherwin-Williams in the 2nd quarter worth approximately $30,000. 77.67% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several brokerages have commented on SHW. Wells Fargo & Company set a $360.00 price target on shares of Sherwin-Williams and gave the company an “equal weight” rating in a report on Wednesday, July 29th. JPMorgan Chase & Co. upped their price target on shares of Sherwin-Williams from $365.00 to $380.00 and gave the stock an “overweight” rating in a report on Wednesday, July 29th. The Goldman Sachs Group set a $420.00 price objective on Sherwin-Williams in a research report on Wednesday, July 29th. Berenberg Bank set a $380.00 target price on Sherwin-Williams in a research report on Monday, June 8th. Finally, Citigroup restated a “buy” rating on shares of Sherwin-Williams in a research report on Wednesday, July 29th. Nine equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $385.44.

Sherwin-Williams Stock Performance

NYSE SHW opened at $347.02 on Monday. The Sherwin-Williams Company has a 52-week low of $289.86 and a 52-week high of $379.65. The company has a debt-to-equity ratio of 2.16, a quick ratio of 0.46 and a current ratio of 0.73. The company has a market capitalization of $84.24 billion, a P/E ratio of 31.98, a P/E/G ratio of 2.58 and a beta of 1.10. The company has a fifty day moving average of $340.16 and a 200-day moving average of $332.64.

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 analysts’ consensus estimates of $3.52 by $0.18. Sherwin-Williams had a return on equity of 67.97% and a net margin of 11.01%.The business had revenue of $6.79 billion for the quarter, compared to analysts’ expectations of $6.60 billion. During the same quarter in the prior year, the firm earned $3.38 earnings per share. The firm’s revenue was up 7.5% on a year-over-year basis. Sherwin-Williams has set its FY 2026 guidance at 11.800-12.200 EPS. As a group, equities research analysts predict that The Sherwin-Williams Company will post 12.08 EPS for the current fiscal year.

Sherwin-Williams Announces Dividend

The company 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 $0.80 dividend. This represents a $3.20 dividend on an annualized basis 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 other news, insider Karl J. Jorgenrud sold 7,886 shares of the stock in a transaction dated Friday, August 7th. The stock was 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 in the company, valued at approximately $4,398,975.20. This represents a 39.77% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Justin T. Binns sold 13,500 shares of the firm’s stock in a transaction dated 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 transaction, the insider directly owned 21,937 shares in the company, valued at approximately $7,737,179.90. This represents a 38.10% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.23% of the stock is currently owned by corporate insiders.

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.