Lazard Asset Management LLC Grows Stock Holdings in The Sherwin-Williams Company $SHW

Lazard Asset Management LLC increased its position in The Sherwin-Williams Company (NYSE:SHW) by 4.1% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 76,603 shares of the specialty chemicals company’s stock after acquiring an additional 3,034 shares during the period. Lazard Asset Management LLC’s holdings in Sherwin-Williams were worth $24,555,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently modified their holdings of SHW. Wilkerson Advisory Group LLC increased its position in Sherwin-Williams by 172.4% during 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. Lloyd Advisory Services LLC. acquired a new position in shares of Sherwin-Williams in the 4th quarter valued at about $27,000. Ares Financial Consulting LLC acquired a new position in shares of Sherwin-Williams during the 4th quarter valued at $27,000. Whipplewood Advisors LLC acquired a new stake in Sherwin-Williams in the 1st quarter valued at $28,000. Finally, Kemnay Advisory Services Inc. acquired a new stake in shares of Sherwin-Williams in the fourth quarter valued at about $30,000. Hedge funds and other institutional investors own 77.67% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts recently commented on the company. Zacks Research raised Sherwin-Williams from a “strong sell” rating to a “hold” rating in a research report on Tuesday, March 31st. Wells Fargo & Company dropped their price objective on shares of Sherwin-Williams from $365.00 to $350.00 and set an “equal weight” rating on the stock in a research note on Wednesday, April 29th. Royal Bank Of Canada reissued an “outperform” rating and set a $405.00 target price (up from $391.00) on shares of Sherwin-Williams in a research report on Wednesday, July 8th. BMO Capital Markets lifted their price target on shares of Sherwin-Williams from $355.00 to $400.00 and gave the stock an “outperform” rating in a research note on Monday, July 6th. Finally, Jefferies Financial Group reiterated a “hold” rating and issued a $375.00 price objective on shares of Sherwin-Williams in a report on Tuesday. Seven investment analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $374.00.

Trending Headlines about Sherwin-Williams

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

• Positive Sentiment: Second-quarter results exceeded expectations. Sherwin-Williams reported adjusted earnings of $3.70 per share, above the $3.52–$3.56 analyst consensus, while revenue rose 7.5% year over year to $6.79 billion, topping estimates of approximately $6.60 billion. Net income increased 11.8% to $843.6 million. Sherwin-Williams second-quarter financial results
• Positive Sentiment: Management raised its 2026 outlook. Adjusted EPS guidance was increased to $11.80–$12.20, above the roughly $11.74 consensus, while full-year sales growth expectations were lifted to the mid- to high-single-digit range from low- to mid-single digits. Sherwin-Williams lifts outlook
• Positive Sentiment: All three operating segments grew. Paint Stores Group sales increased 5.1%, Performance Coatings rose 6.3%, and Consumer Brands jumped 21.5%, helped by the Suvinil acquisition. Same-store sales at company paint stores rose 4.2%. Sherwin-Williams sales growth report
• Positive Sentiment: Shareholder returns supported sentiment. The company returned $2.23 billion through dividends and repurchases during the first half of 2026, including $1.46 billion referenced for the quarter. Sherwin-Williams tops second-quarter estimates
• Neutral Sentiment: Demand remains a watch point. Management said there has been “no meaningful improvement in demand,” indicating that much of the near-term growth is coming from pricing, acquisitions and execution rather than a broad recovery in market volumes. Raw-material inflation also pressured gross margins. Sherwin-Williams second-quarter earnings call summary

Sherwin-Williams Price Performance

Shares of NYSE SHW opened at $354.90 on Wednesday. The business has a 50 day moving average price of $322.33 and a two-hundred day moving average price of $332.29. The Sherwin-Williams Company has a fifty-two week low of $289.86 and a fifty-two week high of $379.65. The firm has a market cap of $87.53 billion, a PE ratio of 34.06, a price-to-earnings-growth ratio of 2.54 and a beta of 1.10. The company has a quick ratio of 0.53, a current ratio of 0.86 and a debt-to-equity ratio of 2.10.

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 the consensus estimate of $3.52 by $0.18. The company had revenue of $6.79 billion during the quarter, compared to analysts’ expectations of $6.60 billion. Sherwin-Williams had a return on equity of 64.55% and a net margin of 10.86%.The business’s revenue was up 7.5% on a year-over-year basis. During the same period in the prior year, the business posted $3.38 EPS. Sherwin-Williams has set its FY 2026 guidance at 11.800-12.200 EPS. Sell-side analysts expect that The Sherwin-Williams Company will post 11.78 earnings per share for the current fiscal year.

Sherwin-Williams Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, September 11th. Shareholders of record on Friday, August 21st will be issued a dividend of $0.80 per share. This represents a $3.20 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend is Friday, August 21st. Sherwin-Williams’s dividend payout ratio (DPR) is currently 30.71%.

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.