Pictet Asset Management Holding SA Buys 34,826 Shares of The Sherwin-Williams Company $SHW

Pictet Asset Management Holding SA increased its stake in The Sherwin-Williams Company (NYSE:SHW) by 33.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 139,480 shares of the specialty chemicals company’s stock after acquiring an additional 34,826 shares during the period. Pictet Asset Management Holding SA’s holdings in Sherwin-Williams were worth $45,197,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently modified their holdings of SHW. Viking Global Investors LP lifted 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 acquiring an additional 985,520 shares during the last quarter. Vanguard Group Inc. raised its stake in shares of Sherwin-Williams by 2.7% during the fourth quarter. Vanguard Group Inc. now owns 23,237,824 shares of the specialty chemicals company’s stock valued at $7,529,752,000 after acquiring an additional 600,119 shares during the last quarter. Assenagon Asset Management S.A. raised its stake in shares of Sherwin-Williams by 424.2% during the fourth quarter. Assenagon Asset Management S.A. now owns 547,583 shares of the specialty chemicals company’s stock valued at $177,433,000 after acquiring an additional 443,119 shares during the last quarter. Alyeska Investment Group L.P. bought a new position in shares of Sherwin-Williams during the third quarter valued at about $104,826,000. Finally, Amundi raised its stake in shares of Sherwin-Williams by 14.0% during the third quarter. Amundi now owns 1,897,769 shares of the specialty chemicals company’s stock valued at $639,377,000 after acquiring an additional 232,436 shares during the last quarter. Institutional investors own 77.67% of the company’s stock.

Sherwin-Williams Price Performance

SHW stock opened at $317.95 on Thursday. The Sherwin-Williams Company has a 1 year low of $301.58 and a 1 year high of $379.65. The company has a market cap of $78.65 billion, a P/E ratio of 30.96, a PEG ratio of 2.89 and a beta of 1.27. The firm has a 50-day moving average of $332.00 and a 200 day moving average of $338.16. The company has a debt-to-equity ratio of 2.03, a current ratio of 0.87 and a quick ratio of 0.53.

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, topping analysts’ consensus estimates of $2.27 by $0.08. Sherwin-Williams had a net margin of 10.90% and a return on equity of 65.26%. The company had revenue of $5.67 billion during the quarter, compared to the consensus estimate of $5.57 billion. During the same period in the prior year, the firm earned $2.25 earnings per share. Sherwin-Williams’s revenue was up 6.9% on a year-over-year basis. Sherwin-Williams has set its FY 2026 guidance at 11.500-11.900 EPS. On average, sell-side analysts forecast that The Sherwin-Williams Company will post 11.82 EPS for the current year.

Sherwin-Williams Dividend Announcement

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

Sherwin-Williams News Roundup

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

• Positive Sentiment: Q1 results beat — SHW reported June?quarter (Q1 FY2026) EPS of $2.35 and revenue of $5.67B, both ahead of consensus; management reaffirmed full?year EPS guidance (11.50–11.90). This underpins the company’s earnings quality and supports long?term targets. Sherwin?Williams Reports 2026 First Quarter Financial Results
• Positive Sentiment: Analyst support — Mizuho maintained a Buy rating on SHW, signaling continued analyst confidence despite recent volatility. Mizuho Securities Sticks to Their Buy Rating for Sherwin?Williams
• Neutral Sentiment: Mixed analyst moves — JPMorgan reduced its price target from $385 to $365 but kept an Overweight rating; Wells Fargo cut its PT from $365 to $350 and moved to Equal Weight. These trims moderate upside estimates but stop short of downgrades. Benzinga: JPMorgan PT Cut Benzinga: Wells Fargo PT Cut
• Neutral Sentiment: Earnings?call balance — Commentary and the call transcript highlight operational strengths (price realization, Suvinil contribution) but also flagged risks; useful context for medium?term outlook. TipRanks: Earnings Call Balances Strength And Risks
• Negative Sentiment: Management warning on demand — CEO commentary warned of weak DIY/end markets and the company said it may need further price actions to offset inflationary and energy cost pressures, raising concerns about revenue sustainability and volume recovery. WSJ: Sherwin?Williams Posts Higher Profit But Warns on Weak DIY Market
• Negative Sentiment: End?market softness and volatility — Coverage and deep dives emphasize raw?material cost volatility, targeted pricing moves, and warnings that some end markets may see “little to no recovery,” which increases uncertainty around margins and growth. MSN: SHW Q1 deep dive Benzinga: Little To No Recovery In End Markets
• Negative Sentiment: Relative underperformance — Intraday coverage flagged that SHW has underperformed peers, amplifying selling pressure as investors rotate away from names with near?term demand risks. MarketWatch: SHW Stock Underperforms

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on the stock. Bank of America lowered their price objective on shares of Sherwin-Williams from $370.00 to $365.00 and set a “neutral” rating for the company in a research note on Tuesday, April 21st. Vertical Research raised shares of Sherwin-Williams from a “hold” rating to a “buy” rating and set a $371.00 price objective for the company in a research note on Wednesday, January 7th. Wells Fargo & Company lowered their price objective on shares of Sherwin-Williams from $365.00 to $350.00 and set an “equal weight” rating for the company in a research note on Wednesday. UBS Group lowered their price objective on shares of Sherwin-Williams from $420.00 to $380.00 and set a “buy” rating for the company in a research note on Thursday, April 2nd. Finally, JPMorgan Chase & Co. cut their price target on shares of Sherwin-Williams from $385.00 to $365.00 and set an “overweight” rating on the stock in a report on Wednesday. Nine analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Sherwin-Williams currently has an average rating of “Moderate Buy” and a consensus target price of $375.33.

Insider Transactions at Sherwin-Williams

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

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.