Sherwin-Williams (NYSE:SHW) Issues FY 2026 Earnings Guidance

Sherwin-Williams (NYSE:SHW) updated its FY 2026 earnings guidance on Friday. The company provided EPS guidance of 11.500-11.900 for the period, compared to the consensus EPS estimate of 12.360. The company issued revenue guidance of -.

Wall Street Analyst Weigh In

SHW has been the topic of a number of recent research reports. UBS Group set a $420.00 target price on Sherwin-Williams in a report on Friday. Bank of America decreased their price objective on Sherwin-Williams from $375.00 to $368.00 and set a “neutral” rating on the stock in a research note on Tuesday, October 14th. Mizuho cut their price objective on Sherwin-Williams from $400.00 to $390.00 and set an “outperform” rating for the company in a research note on Thursday, December 18th. Citigroup reissued a “buy” rating on shares of Sherwin-Williams in a report on Monday, January 19th. Finally, Wells Fargo & Company set a $410.00 price target on shares of Sherwin-Williams and gave the stock an “overweight” rating in a research report on Wednesday, October 29th. Eleven research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Sherwin-Williams currently has a consensus rating of “Moderate Buy” and a consensus price target of $385.31.

Sherwin-Williams Price Performance

Sherwin-Williams stock traded down $2.19 during mid-day trading on Friday, hitting $352.39. The company’s stock had a trading volume of 878,284 shares, compared to its average volume of 1,815,726. The stock has a market capitalization of $87.36 billion, a P/E ratio of 34.40, a P/E/G ratio of 5.06 and a beta of 1.26. Sherwin-Williams has a twelve month low of $308.84 and a twelve month high of $379.65. The stock’s fifty day moving average price is $337.79 and its two-hundred day moving average price is $343.75. The company has a quick ratio of 0.52, a current ratio of 0.82 and a debt-to-equity ratio of 2.11.

Sherwin-Williams (NYSE:SHW) last announced its quarterly earnings data on Thursday, January 29th. The specialty chemicals company reported $2.23 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.16 by $0.07. Sherwin-Williams had a return on equity of 66.75% and a net margin of 11.05%.The firm had revenue of $5.60 billion during the quarter, compared to the consensus estimate of $5.57 billion. During the same period in the prior year, the business earned $2.09 EPS. The business’s revenue for the quarter was up 5.6% on a year-over-year basis. Research analysts forecast that Sherwin-Williams will post 12 earnings per share for the current year.

Key Sherwin-Williams News

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

• Positive Sentiment: Q4 beat and revenue growth — Sherwin-Williams reported Q4 EPS of $2.23 vs. $2.16 expected and revenue of $5.60B (up 5.6% YoY), with management citing record sales/profits. This outperformance supports the company’s near-term cash generation and validates current margins. PR Newswire: 2025 Year-End and Q4 Results
• Positive Sentiment: Analyst conviction — Morgan Stanley maintained a Buy rating and $385 price target, highlighting medium-term upside from share gains, Suvinil synergies and margin expansion (supports potential rerating if execution continues). TipRanks: Morgan Stanley Take
• Neutral Sentiment: Company exploring acquisitions — Management flagged M&A as a next growth vector, which could accelerate scale and margins but adds execution and integration risk; watch for deal specifics and financing. Yahoo Finance: Weighs Acquisitions
• Neutral Sentiment: Analyst stance mixed — Bank of America reiterated a Hold with a $370 target, calling growth muted and catalysts limited in the near term, reflecting differing views on timing of upside. TipRanks: BofA Hold
• Negative Sentiment: FY2026 guidance came in below consensus — SHW gave EPS guidance of $11.50–$11.90 versus the street near $12.36, signaling more conservative expectations and constraining near-term upside. (This is the primary driver of the share weakness.)
• Negative Sentiment: Management cautioned on housing demand and took a guarded tone for 2026 — executives said housing demand is “hard to predict” and struck a cautious outlook despite record results, increasing short-term macro risk to revenue growth and investor sentiment. Benzinga: Housing Demand Warning

Hedge Funds Weigh In On Sherwin-Williams

A number of institutional investors have recently modified their holdings of the company. JPL Wealth Management LLC bought a new stake in Sherwin-Williams in the third quarter valued at about $45,000. Triumph Capital Management bought a new position in shares of Sherwin-Williams during the 3rd quarter worth approximately $60,000. Johnson Financial Group Inc. boosted its stake in Sherwin-Williams by 437.1% in the 3rd quarter. Johnson Financial Group Inc. now owns 188 shares of the specialty chemicals company’s stock valued at $65,000 after buying an additional 153 shares in the last quarter. MUFG Securities EMEA plc bought a new stake in Sherwin-Williams in the second quarter valued at $235,000. Finally, Shay Capital LLC acquired a new position in Sherwin-Williams during the third quarter worth $260,000. Institutional investors own 77.67% of the company’s stock.

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.