Raiffeisen Bank International AG Boosts Stock Position in The Sherwin-Williams Company $SHW

Raiffeisen Bank International AG grew its holdings in shares of The Sherwin-Williams Company (NYSE:SHW) by 272.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 5,654 shares of the specialty chemicals company’s stock after buying an additional 4,134 shares during the quarter. Raiffeisen Bank International AG’s holdings in Sherwin-Williams were worth $1,939,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in SHW. Norges Bank bought a new position in Sherwin-Williams during the 2nd quarter valued at $1,296,565,000. Viking Global Investors LP increased its position in shares of Sherwin-Williams by 101.4% in the 2nd quarter. Viking Global Investors LP now owns 1,957,750 shares of the specialty chemicals company’s stock worth $672,213,000 after purchasing an additional 985,520 shares during the last quarter. Bessemer Group Inc. raised its stake in shares of Sherwin-Williams by 4,029.8% in the 2nd quarter. Bessemer Group Inc. now owns 621,532 shares of the specialty chemicals company’s stock valued at $213,410,000 after purchasing an additional 606,482 shares in the last quarter. Amundi lifted its position in shares of Sherwin-Williams by 55.8% during the second quarter. Amundi now owns 1,665,333 shares of the specialty chemicals company’s stock worth $587,047,000 after purchasing an additional 596,657 shares during the last quarter. Finally, JPMorgan Chase & Co. grew its stake in Sherwin-Williams by 22.3% in the second quarter. JPMorgan Chase & Co. now owns 3,039,306 shares of the specialty chemicals company’s stock worth $1,043,595,000 after purchasing an additional 553,275 shares in the last quarter. Institutional investors own 77.67% of the company’s stock.

Insider Buying and Selling

In other Sherwin-Williams news, insider Colin M. Davie sold 2,976 shares of the firm’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $359.50, for a total value of $1,069,872.00. Following the sale, the insider owned 5,365 shares in the company, valued at approximately $1,928,717.50. This trade represents a 35.68% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Company insiders own 0.60% of the company’s stock.

Sherwin-Williams Price Performance

Shares of SHW opened at $360.40 on Friday. The Sherwin-Williams Company has a 12 month low of $308.84 and a 12 month 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. The stock has a fifty day moving average price of $346.73 and a 200 day moving average price of $346.33. The company has a market cap of $89.34 billion, a P/E ratio of 35.09, a PEG ratio of 3.12 and a beta of 1.25.

Sherwin-Williams (NYSE:SHW) last posted its 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. The company had revenue of $5.60 billion for the quarter, compared to analysts’ expectations of $5.57 billion. Sherwin-Williams had a return on equity of 65.26% and a net margin of 10.90%.The firm’s quarterly revenue was up 5.6% compared to the same quarter last year. During the same period last year, the business posted $2.09 earnings per share. On average, research analysts forecast that The Sherwin-Williams Company will post 12 earnings per share for the current year.

Sherwin-Williams Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, March 13th. Shareholders of record on Monday, March 2nd will be paid a dividend of $0.80 per share. This represents a $3.20 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date of this dividend is Monday, March 2nd. This is a positive change from Sherwin-Williams’s previous quarterly dividend of $0.79. Sherwin-Williams’s dividend payout ratio (DPR) is presently 30.77%.

Wall Street Analysts Forecast Growth

SHW has been the topic of several research reports. UBS Group set a $420.00 price objective on Sherwin-Williams in a research note on Friday, January 30th. Citigroup reissued a “buy” rating on shares of Sherwin-Williams in a research report on Monday, January 19th. JPMorgan Chase & Co. lifted their price objective on shares of Sherwin-Williams from $378.00 to $385.00 and gave the stock an “overweight” rating in a report on Wednesday, October 29th. Wells Fargo & Company set a $410.00 target price on shares of Sherwin-Williams and gave the company an “overweight” rating in a research note on Wednesday, October 29th. Finally, Deutsche Bank Aktiengesellschaft downgraded shares of Sherwin-Williams from a “buy” rating to a “hold” rating and set a $380.00 price target on the stock. in a research report on Thursday, January 22nd. Eleven research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $387.67.

Trending Headlines about Sherwin-Williams

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

• Positive Sentiment: Mizuho raised its price target to $410 and reiterated an Outperform rating after reviewing Sherwin-Williams’ earnings and updating its model — this gives additional analyst-driven upward momentum and a higher reference point for institutional buyers. Mizuho Raises Sherwin-Williams Price Target to $410
• Positive Sentiment: The board declared a quarterly dividend of $0.80 (a 1.3% raise), continuing a 47‑year streak of increases — supportive for income-focused investors and signals confidence in cash flow stability. Sherwin-Williams Declares Dividend of $0.80 per Common Share
• Positive Sentiment: Consumer Edge data show 2025 spending shifted away from big discretionary home purchases toward repairs, upkeep and smaller décor/kitchen products — a demand mix that favors paint and DIY categories where Sherwin-Williams competes. Consumer Edge Reports Home & Garden Outlook 2026
• Negative Sentiment: Shares reacted downward to the Q4 2025 release despite modest top-line and EPS growth; investors may be parsing margins, guidance or higher liabilities and noting insider sales reported in the period — this explains near-term selling pressure after the print. SHW Stock Falls on Q4 2025 Earnings
• Negative Sentiment: A recent retail-oriented column lists reasons to sell (rangebound performance vs. the S&P and limited near-term upside), which can amplify short-term negative sentiment among retail investors. 3 Reasons to Sell SHW and 1 Stock to Buy Instead

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.