Gateway Wealth Partners LLC Invests $724,000 in The Sherwin-Williams Company $SHW

Gateway Wealth Partners LLC acquired a new position in shares of The Sherwin-Williams Company (NYSE:SHW) in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 2,259 shares of the specialty chemicals company’s stock, valued at approximately $724,000.

Several other hedge funds have also recently added to or reduced their stakes in SHW. Wilkerson Advisory Group LLC grew its position in shares of Sherwin-Williams by 172.4% during the 1st 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 during the period. Ares Financial Consulting LLC bought a new position in Sherwin-Williams during the 4th quarter worth approximately $27,000. Lloyd Advisory Services LLC. acquired a new position in Sherwin-Williams during the fourth quarter valued at approximately $27,000. Whipplewood Advisors LLC acquired a new stake in Sherwin-Williams in the first quarter worth $28,000. Finally, Kemnay Advisory Services Inc. bought a new position in shares of Sherwin-Williams during the fourth quarter worth $30,000. Institutional investors and hedge funds own 77.67% of the company’s stock.

Sherwin-Williams Trading Down 2.8%

SHW opened at $344.29 on Thursday. The stock has a market capitalization of $84.92 billion, a P/E ratio of 31.73, a P/E/G ratio of 2.73 and a beta of 1.10. The company has a current ratio of 0.73, a quick ratio of 0.53 and a debt-to-equity ratio of 2.16. The Sherwin-Williams Company has a 12 month low of $289.86 and a 12 month high of $379.65. The firm’s fifty day simple moving average is $323.07 and its 200 day simple moving average is $332.32.

Sherwin-Williams (NYSE:SHW) last released its earnings results on Tuesday, July 28th. The specialty chemicals company reported $3.70 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.52 by $0.18. Sherwin-Williams had a return on equity of 67.97% and a net margin of 11.01%.The firm had revenue of $6.79 billion during the quarter, compared to analysts’ expectations of $6.60 billion. During the same quarter in the prior year, the company earned $3.38 EPS. The company’s revenue was up 7.5% on a year-over-year basis. Sherwin-Williams has set its FY 2026 guidance at 11.800-12.200 EPS. As a group, research analysts anticipate that The Sherwin-Williams Company will post 11.87 EPS for the current fiscal year.

Sherwin-Williams Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, September 11th. Investors of record on Friday, August 21st will be issued a dividend of $0.80 per share. The ex-dividend date is Friday, August 21st. This represents a $3.20 dividend on an annualized basis and a dividend yield of 0.9%. Sherwin-Williams’s dividend payout ratio (DPR) is presently 29.49%.

Key Headlines Impacting Sherwin-Williams

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

• Positive Sentiment: Q2 earnings and revenue beat estimates. Sherwin-Williams reported adjusted EPS of $3.70 versus the $3.52 consensus and revenue of $6.79 billion versus expectations of $6.60 billion. Sales increased 7.5% year over year, while all three reportable segments posted growth. Sherwin-Williams second-quarter financial results
• Positive Sentiment: Management raised full-year guidance. Adjusted 2026 EPS guidance was increased to $11.80-$12.20, above the roughly $11.74-$11.78 analyst expectation, while projected sales growth was lifted to the mid- to high-single-digit range from the prior low- to mid-single-digit outlook. The company also plans an approximately 8% price increase, supporting its pricing-power narrative. Sherwin-Williams lifts outlook
• Positive Sentiment: Operational performance was broad-based. Paint Stores Group sales rose 5.1%, Consumer Brands Group sales jumped 21.5% aided by the Suvinil acquisition, and Performance Coatings sales increased 6.3%. Sherwin-Williams also returned substantial capital through dividends and share repurchases. Sherwin-Williams Q2 sales report
• Positive Sentiment: JPMorgan became more bullish. JPMorgan raised its SHW price target from $365 to $380 and assigned an “overweight” rating, implying approximately 10.4% upside from the referenced price. Benzinga analyst update
• Neutral Sentiment: Demand remains a concern. Management indicated there had been “no meaningful improvement in demand,” suggesting that recent outperformance relies heavily on pricing, market-share gains and execution rather than a broad recovery in end markets.
• Negative Sentiment: Cost pressures and valuation may limit enthusiasm. Raw-material inflation pressured gross margin, while SHW trades at a relatively premium earnings multiple. Investors may therefore take profits or remain cautious if volume growth does not improve alongside higher prices.

Analyst Upgrades and Downgrades

SHW has been the topic of several research analyst reports. Morgan Stanley reaffirmed an “overweight” rating and set a $395.00 price objective (up from $385.00) on shares of Sherwin-Williams in a research note on Wednesday. Jefferies Financial Group reissued a “hold” rating and issued a $375.00 target price on shares of Sherwin-Williams in a research note on Tuesday. Evercore reaffirmed an “outperform” rating on shares of Sherwin-Williams in a research report on Friday, May 8th. Bank of America cut their price objective on Sherwin-Williams from $370.00 to $365.00 and set a “neutral” rating on the stock in a report on Tuesday, April 21st. Finally, UBS Group reiterated a “neutral” rating and issued a $390.00 price objective on shares of Sherwin-Williams in a research report on Wednesday. Eight equities research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $384.47.

About Sherwin-Williams

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.