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

Sherwin-Williams (NYSE:SHW) issued an update on its FY 2026 earnings guidance on Friday morning. 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 -.

Sherwin-Williams Price Performance

SHW stock opened at $354.94 on Friday. The company has a debt-to-equity ratio of 2.11, a quick ratio of 0.52 and a current ratio of 0.82. Sherwin-Williams has a 1 year low of $308.84 and a 1 year high of $379.65. The stock’s 50 day moving average price is $337.79 and its 200 day moving average price is $343.75. The firm has a market cap of $87.99 billion, a P/E ratio of 34.63, a PEG ratio of 5.06 and a beta of 1.26.

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

Analyst Ratings Changes

Several brokerages recently issued reports on SHW. Mizuho reduced their price objective on shares of Sherwin-Williams from $400.00 to $390.00 and set an “outperform” rating on the stock in a research note on Thursday, December 18th. Vertical Research upgraded Sherwin-Williams from a “hold” rating to a “buy” rating and set a $371.00 price target for the company in a report on Wednesday, January 7th. Weiss Ratings restated a “hold (c+)” rating on shares of Sherwin-Williams in a report on Monday, December 29th. Citigroup reaffirmed a “buy” rating on shares of Sherwin-Williams in a research report on Monday, January 19th. Finally, UBS Group reiterated a “buy” rating and set a $415.00 target price (down from $422.00) on shares of Sherwin-Williams in a research report on Monday, January 12th. Eleven investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $385.94.

Trending Headlines about Sherwin-Williams

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

• Positive Sentiment: Q4 beat and record profitability — SHW reported $2.23 EPS vs. the $2.17 consensus and $5.60B revenue vs. $5.57B expected; management described record results for the year, supporting the company’s underlying cash generation and ability to invest/return capital. PR Newswire: 2025 Year-End and Q4 Results
• Positive Sentiment: Analyst backing and medium‑term upside — Morgan Stanley’s Vincent Andrews kept a Buy rating and $385 price target, highlighting potential share gains, Suvinil synergies and margin expansion as drivers of upside. TipRanks: Conservative Guidance Masks Medium‑Term Upside
• Positive Sentiment: Management pursuing M&A and strategic growth — Sherwin‑Williams signaled acquisitions and bolt‑on deals as the “next phase” of growth, which could accelerate market share and synergies over time. Yahoo: Sherwin‑Williams Weighs Acquisitions
• Neutral Sentiment: Full earnings materials available — The earnings call transcript and slide deck provide more detail on segment performance and assumptions; investors should review the slides/transcript for margin drivers and working capital outlook. Seeking Alpha: Q4 2025 Earnings Call Transcript
• Negative Sentiment: FY2026 EPS guidance below consensus — Management issued FY2026 guidance of $11.50–$11.90 EPS versus consensus ~$12.36, a clear near‑term headwind that explains much of the negative market reaction. (Guidance indicates more cautious growth assumptions for the year.)
• Negative Sentiment: Housing demand uncertainty — Management warned that 2026 housing demand is “hard to predict,” and cited softer end‑market demand as a reason for conservative guidance; that macro uncertainty is pressuring shares. Benzinga: Housing Demand Hard to Predict

Hedge Funds Weigh In On Sherwin-Williams

Hedge funds and other institutional investors have recently bought and sold shares of the stock. JPL Wealth Management LLC bought a new stake in shares of Sherwin-Williams in the 3rd quarter worth approximately $45,000. Triumph Capital Management acquired a new stake in Sherwin-Williams in the third quarter worth $60,000. Johnson Financial Group Inc. lifted its stake in Sherwin-Williams by 437.1% in the third 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 during the last quarter. MUFG Securities EMEA plc acquired a new position in shares of Sherwin-Williams during the second quarter valued at $235,000. Finally, Shay Capital LLC bought a new position in shares of Sherwin-Williams during the third quarter worth about $260,000. 77.67% of the stock is currently owned by institutional investors and hedge funds.

About Sherwin-Williams

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.