Capital International Sarl Has $34.68 Million Position in The Sherwin-Williams Company $SHW

Capital International Sarl grew its holdings in shares of The Sherwin-Williams Company (NYSE:SHW) by 21.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 107,034 shares of the specialty chemicals company’s stock after acquiring an additional 18,900 shares during the period. Capital International Sarl’s holdings in Sherwin-Williams were worth $34,682,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in SHW. Norges Bank acquired a new stake in shares of Sherwin-Williams in the 4th quarter valued at about $1,089,450,000. Viking Global Investors LP grew its stake 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 valued at $672,213,000 after buying an additional 985,520 shares during the period. Vanguard Group Inc. grew its stake in shares of Sherwin-Williams by 2.7% in the 4th quarter. Vanguard Group Inc. now owns 23,237,824 shares of the specialty chemicals company’s stock valued at $7,529,752,000 after buying an additional 600,119 shares during the period. Assenagon Asset Management S.A. grew its stake in shares of Sherwin-Williams by 424.2% in the 4th quarter. Assenagon Asset Management S.A. now owns 547,583 shares of the specialty chemicals company’s stock valued at $177,433,000 after buying an additional 443,119 shares during the period. Finally, Alyeska Investment Group L.P. acquired a new stake in shares of Sherwin-Williams in the 3rd quarter valued at about $104,826,000. 77.67% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several brokerages have recently commented on SHW. Wells Fargo & Company reduced their target price on Sherwin-Williams from $365.00 to $350.00 and set an “equal weight” rating for the company in a research note on Wednesday, April 29th. Weiss Ratings downgraded Sherwin-Williams from a “hold (c+)” rating to a “hold (c)” rating in a research note on Tuesday. JPMorgan Chase & Co. reduced their target price on Sherwin-Williams from $385.00 to $365.00 and set an “overweight” rating for the company in a research note on Wednesday, April 29th. Royal Bank Of Canada reduced their target price on Sherwin-Williams from $390.00 to $376.00 and set an “outperform” rating for the company in a research note on Thursday, March 19th. Finally, Bank of America reduced their target price on Sherwin-Williams from $370.00 to $365.00 and set a “neutral” rating for the company in a research note on Tuesday, April 21st. One investment analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat.com, Sherwin-Williams has a consensus rating of “Moderate Buy” and a consensus price target of $365.67.

Sherwin-Williams Price Performance

SHW stock opened at $305.21 on Friday. The company has a market capitalization of $75.28 billion, a P/E ratio of 29.29, a price-to-earnings-growth ratio of 2.64 and a beta of 1.12. The company has a debt-to-equity ratio of 2.10, a quick ratio of 0.53 and a current ratio of 0.86. The Sherwin-Williams Company has a 52-week low of $289.86 and a 52-week high of $379.65. The business has a 50-day simple moving average of $318.13 and a two-hundred day simple moving average of $332.79.

Sherwin-Williams (NYSE:SHW) last released its quarterly earnings results on Tuesday, April 28th. The specialty chemicals company reported $2.35 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.27 by $0.08. The business had revenue of $5.67 billion during the quarter, compared to the consensus estimate of $5.56 billion. Sherwin-Williams had a return on equity of 64.55% and a net margin of 10.86%.The company’s quarterly revenue was up 6.9% on a year-over-year basis. During the same quarter in the previous year, the business earned $2.25 EPS. Sherwin-Williams has set its FY 2026 guidance at 11.500-11.900 EPS. Research analysts expect that The Sherwin-Williams Company will post 11.74 EPS for the current fiscal year.

Sherwin-Williams Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, June 5th. Shareholders of record on Friday, May 22nd were paid a dividend of $0.80 per share. The ex-dividend date was Friday, May 22nd. This represents a $3.20 dividend on an annualized basis and a yield of 1.0%. Sherwin-Williams’s payout ratio is 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.