Fifth Third Bancorp Reduces Stock Holdings in The Sherwin-Williams Company $SHW

Fifth Third Bancorp trimmed its position in shares of The Sherwin-Williams Company (NYSE:SHW) by 3.4% in the 4th quarter, Holdings Channel.com reports. The firm owned 297,144 shares of the specialty chemicals company’s stock after selling 10,377 shares during the quarter. Fifth Third Bancorp’s holdings in Sherwin-Williams were worth $96,284,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also recently made changes to their positions in SHW. Danske Bank A S lifted its position in shares of Sherwin-Williams by 2.5% during the 4th quarter. Danske Bank A S now owns 156,918 shares of the specialty chemicals company’s stock valued at $50,846,000 after buying an additional 3,797 shares during the last quarter. Sigma Planning Corp increased its holdings in Sherwin-Williams by 21.8% in the 4th quarter. Sigma Planning Corp now owns 2,019 shares of the specialty chemicals company’s stock worth $654,000 after acquiring an additional 362 shares during the last quarter. Interchange Capital Partners LLC increased its holdings in Sherwin-Williams by 27.7% in the 4th quarter. Interchange Capital Partners LLC now owns 1,781 shares of the specialty chemicals company’s stock worth $577,000 after acquiring an additional 386 shares during the last quarter. Carrera Capital Advisors raised its stake in Sherwin-Williams by 9.4% in the 4th quarter. Carrera Capital Advisors now owns 918 shares of the specialty chemicals company’s stock valued at $297,000 after acquiring an additional 79 shares during the period. Finally, Ares Financial Consulting LLC purchased a new stake in Sherwin-Williams during the fourth quarter valued at about $27,000. 77.67% of the stock is currently owned by institutional investors.

Key Headlines Impacting Sherwin-Williams

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

• Positive Sentiment: Sherwin-Williams beat Q1 estimates and reported double-digit growth in its Refinish segment, with revenue up ~6.9% and EPS $2.35 vs. $2.27 expected — a clear operational beat driving confidence. Read More.
• Positive Sentiment: Company commentary and the earnings-call highlights emphasize strong sales growth and execution (targeted pricing, share gains) that support the raised FY2026 EPS range of $11.50–$11.90. Read More.
• Positive Sentiment: Mizuho reiterated its Buy rating on SHW, reinforcing analyst conviction that the company’s growth and pricing actions support upside. Read More.
• Neutral Sentiment: JPMorgan trimmed its price target to $365 but kept an Overweight rating — still implying notable upside but signaling more cautious share-price expectations. Read More.
• Neutral Sentiment: Analyst and media deep dives note a mix of strengths (pricing power, share gains) and risks (raw-material cost volatility), suggesting performance will depend on margin retention. Read More.
• Neutral Sentiment: TipRanks summary of the earnings call frames the results as balancing strength and risks — useful context but not a clear buy/sell signal. Read More.
• Negative Sentiment: Wells Fargo lowered its price target to $350 and moved to an Equal Weight stance, which reduces near-term analyst-driven upside. Read More.
• Negative Sentiment: MarketWatch noted SHW underperformed some competitors on the recent session, highlighting relative-risk concerns if market leadership shifts. Read More.

Wall Street Analyst Weigh In

A number of brokerages have weighed in on SHW. Evercore set a $390.00 target price on shares of Sherwin-Williams in a research report on Wednesday. Mizuho reduced their price objective on shares of Sherwin-Williams from $410.00 to $371.00 and set an “outperform” rating for the company in a research note on Monday, March 23rd. Citigroup dropped their target price on Sherwin-Williams from $410.00 to $385.00 and set a “buy” rating on the stock in a research report on Wednesday, April 1st. Weiss Ratings upgraded Sherwin-Williams from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday. Finally, Deutsche Bank Aktiengesellschaft cut Sherwin-Williams from a “buy” rating to a “hold” rating and set a $380.00 price objective on the stock. in a report on Thursday, January 22nd. Ten investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $375.33.

Sherwin-Williams Stock Up 1.2%

Shares of NYSE SHW opened at $321.65 on Friday. The Sherwin-Williams Company has a 12 month low of $301.58 and a 12 month high of $379.65. The firm has a market capitalization of $79.33 billion, a price-to-earnings ratio of 30.87, a PEG ratio of 2.74 and a beta of 1.27. The company has a current ratio of 0.86, a quick ratio of 0.53 and a debt-to-equity ratio of 2.10. The business has a 50-day moving average of $331.28 and a 200-day moving average of $338.04.

Sherwin-Williams (NYSE:SHW) last issued its quarterly earnings results on Tuesday, April 28th. The specialty chemicals company reported $2.35 EPS for the quarter, topping analysts’ consensus estimates of $2.27 by $0.08. The firm had revenue of $5.67 billion for the quarter, compared to analyst estimates of $5.56 billion. Sherwin-Williams had a net margin of 10.86% and a return on equity of 64.55%. The business’s revenue for the quarter was up 6.9% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $2.25 EPS. Sherwin-Williams has set its FY 2026 guidance at 11.500-11.900 EPS. Sell-side analysts expect that The Sherwin-Williams Company will post 11.79 earnings per share for the current fiscal year.

Sherwin-Williams Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, June 5th. Investors of record on Friday, May 22nd will be given a $0.80 dividend. This represents a $3.20 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date is Friday, May 22nd. Sherwin-Williams’s dividend payout ratio (DPR) is presently 31.16%.

Insider Transactions at Sherwin-Williams

In other Sherwin-Williams news, insider Colin M. Davie sold 2,976 shares of the stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $359.50, for a total transaction of $1,069,872.00. Following the completion of the sale, the insider owned 5,365 shares of the company’s stock, valued at $1,928,717.50. This represents a 35.68% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, SVP Bryan J. Young sold 2,513 shares of the firm’s stock in a transaction dated Tuesday, February 24th. The stock was sold at an average price of $364.47, for a total value of $915,913.11. Following the completion of the sale, the senior vice president directly owned 10,045 shares in the company, valued at $3,661,101.15. The trade was a 20.01% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 0.23% 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.