J. Safra Sarasin Holding AG Sells 2,668 Shares of The Sherwin-Williams Company $SHW

J. Safra Sarasin Holding AG trimmed its holdings in shares of The Sherwin-Williams Company (NYSE:SHW) by 52.8% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,386 shares of the specialty chemicals company’s stock after selling 2,668 shares during the period. J. Safra Sarasin Holding AG’s holdings in Sherwin-Williams were worth $826,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also modified their holdings of the business. MTM Investment Management LLC purchased a new stake in Sherwin-Williams during the second quarter worth $26,000. Valley National Advisers Inc. lifted its stake in shares of Sherwin-Williams by 68.0% during the 2nd quarter. Valley National Advisers Inc. now owns 84 shares of the specialty chemicals company’s stock worth $28,000 after purchasing an additional 34 shares during the last quarter. Vermillion & White Wealth Management Group LLC grew its stake in Sherwin-Williams by 104.8% in the second quarter. Vermillion & White Wealth Management Group LLC now owns 86 shares of the specialty chemicals company’s stock valued at $30,000 after purchasing an additional 44 shares during the last quarter. Salomon & Ludwin LLC bought a new position in Sherwin-Williams in the second quarter worth about $31,000. Finally, Delos Wealth Advisors LLC purchased a new stake in shares of Sherwin-Williams during the second quarter valued at about $36,000. Institutional investors own 77.67% of the company’s stock.

Sherwin-Williams News Summary

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

• Positive Sentiment: Q4 results beat expectations — Sherwin-Williams reported $2.23 EPS vs. consensus ~ $2.17 and revenue of $5.60B vs. ~$5.57B, showing underlying margin strength that supports near-term earnings visibility. Earnings beat article
• Positive Sentiment: Segment strength — Management highlighted growth in Consumer Brands and Performance Coatings, which helped revenue rise ~5.6% year-over-year and supported margins. Segment strength article
• Positive Sentiment: Capital returns maintained — Company plans a modest dividend increase, signaling confidence in cash flow even while guiding conservatively for 2026. Dividend & guidance article
• Neutral Sentiment: Full disclosures available — Company filed the press release, slide deck and call transcript (useful for detail and modeling revisions). PR Newswire results
• Neutral Sentiment: Analyst/coverage notes — Multiple outlets summarized beat and company metrics (net margin ~11%, ROE high) useful for updating models and relative valuation. Earnings call transcript
• Negative Sentiment: 2026 guidance missed estimates / conservative tone — Management warned that 2026 profit expectations are below consensus and that housing demand is “hard to predict,” which raises downside risk to sales tied to new construction and DIY momentum. Guidance miss article
• Negative Sentiment: Macro exposure — The company’s results and commentary emphasize sensitivity to U.S. housing demand; continued weakness there would pressure revenue growth and multiple compression given SHW’s premium valuation (PE ~34.6, PEG ~5.0). Housing demand warning

Wall Street Analyst Weigh In

Several research analysts recently commented on the stock. Royal Bank Of Canada set a $405.00 price objective on shares of Sherwin-Williams and gave the stock an “outperform” rating in a research note on Wednesday, October 29th. Vertical Research raised Sherwin-Williams from a “hold” rating to a “buy” rating and set a $371.00 target price on the stock in a research report on Wednesday, January 7th. UBS Group reissued a “buy” rating and issued a $415.00 price target (down previously from $422.00) on shares of Sherwin-Williams in a report on Monday, January 12th. Wells Fargo & Company set a $410.00 target price on shares of Sherwin-Williams and gave the stock an “overweight” rating in a research note on Wednesday, October 29th. Finally, Bank of America cut their price target on shares of Sherwin-Williams from $375.00 to $368.00 and set a “neutral” rating on the stock in a research note on Tuesday, October 14th. Eleven equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $385.94.

Sherwin-Williams Trading Up 1.5%

Sherwin-Williams stock opened at $354.94 on Friday. The firm has a market cap of $87.99 billion, a PE ratio of 34.63, a P/E/G ratio of 5.06 and a beta of 1.26. The Sherwin-Williams Company has a 12 month low of $308.84 and a 12 month high of $379.65. The stock’s 50 day simple moving average is $337.79 and its two-hundred day simple moving average is $343.75. The company has a current ratio of 0.82, a quick ratio of 0.52 and a debt-to-equity ratio of 2.11.

Sherwin-Williams (NYSE:SHW) last announced its quarterly earnings results on Thursday, January 29th. The specialty chemicals company reported $2.23 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.17 by $0.06. Sherwin-Williams had a net margin of 11.05% and a return on equity of 66.75%. The firm had revenue of $5.60 billion for the quarter, compared to the consensus estimate of $5.57 billion. Analysts anticipate that The Sherwin-Williams Company will post 12 earnings per share for the current year.

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.