Motley Fool Asset Management LLC Grows Holdings in The Sherwin-Williams Company $SHW

Motley Fool Asset Management LLC raised its position in The Sherwin-Williams Company (NYSE:SHW) by 26.3% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 26,051 shares of the specialty chemicals company’s stock after purchasing an additional 5,420 shares during the period. Motley Fool Asset Management LLC’s holdings in Sherwin-Williams were worth $8,441,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Ares Financial Consulting LLC purchased a new position in Sherwin-Williams in the 4th quarter valued at about $27,000. Lloyd Advisory Services LLC. purchased a new position in shares of Sherwin-Williams during the 4th quarter worth about $27,000. Lodestone Wealth Management LLC purchased a new position in shares of Sherwin-Williams during the 4th quarter worth about $31,000. Rossby Financial LCC lifted its holdings in shares of Sherwin-Williams by 96.0% during the 3rd quarter. Rossby Financial LCC now owns 98 shares of the specialty chemicals company’s stock worth $33,000 after acquiring an additional 48 shares during the period. Finally, JPL Wealth Management LLC purchased a new position in shares of Sherwin-Williams during the 3rd quarter worth about $45,000. 77.67% of the stock is currently owned by hedge funds and other institutional investors.

Sherwin-Williams Stock Up 3.7%

Shares of NYSE:SHW opened at $310.58 on Wednesday. The company has a quick ratio of 0.53, a current ratio of 0.86 and a debt-to-equity ratio of 2.10. The Sherwin-Williams Company has a 52-week low of $289.86 and a 52-week high of $379.65. The company has a 50 day moving average of $317.62 and a two-hundred day moving average of $332.52. The company has a market capitalization of $76.60 billion, a price-to-earnings ratio of 29.81, a price-to-earnings-growth ratio of 2.58 and a beta of 1.12.

Sherwin-Williams (NYSE:SHW) last issued its quarterly earnings data on Tuesday, April 28th. The specialty chemicals company reported $2.35 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.27 by $0.08. Sherwin-Williams had a net margin of 10.86% and a return on equity of 64.55%. The company had revenue of $5.67 billion during the quarter, compared to the consensus estimate of $5.56 billion. During the same quarter last year, the company earned $2.25 earnings per share. Sherwin-Williams’s revenue for the quarter was up 6.9% on a year-over-year basis. Sherwin-Williams has set its FY 2026 guidance at 11.500-11.900 EPS. As a group, analysts forecast that The Sherwin-Williams Company will post 11.78 earnings per share for the current fiscal year.

Sherwin-Williams Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, June 5th. Shareholders of record on Friday, May 22nd were given a $0.80 dividend. The ex-dividend date of this dividend was Friday, May 22nd. This represents a $3.20 annualized dividend and a yield of 1.0%. Sherwin-Williams’s dividend payout ratio (DPR) is 30.71%.

Analyst Ratings Changes

A number of research firms recently issued reports on SHW. JPMorgan Chase & Co. dropped their target price on shares of Sherwin-Williams from $385.00 to $365.00 and set an “overweight” rating for the company in a research report on Wednesday, April 29th. Wells Fargo & Company dropped their target price on shares of Sherwin-Williams from $365.00 to $350.00 and set an “equal weight” rating for the company in a research report on Wednesday, April 29th. Mizuho dropped their target price on shares of Sherwin-Williams from $410.00 to $371.00 and set an “outperform” rating for the company in a research report on Monday, March 23rd. BMO Capital Markets set a $355.00 target price on shares of Sherwin-Williams and gave the stock an “outperform” rating in a research report on Wednesday, June 3rd. Finally, Berenberg Bank set a $380.00 target price on shares of Sherwin-Williams in a research report on Monday. One research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat, Sherwin-Williams presently has a consensus rating of “Moderate Buy” and a consensus target price of $366.77.

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.