California State Teachers Retirement System Decreases Stock Holdings in The Sherwin-Williams Company $SHW

California State Teachers Retirement System lowered its position in shares of The Sherwin-Williams Company (NYSE:SHW) by 2.9% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 393,809 shares of the specialty chemicals company’s stock after selling 11,789 shares during the period. California State Teachers Retirement System’s holdings in Sherwin-Williams were worth $126,235,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Vanguard Group Inc. lifted its holdings in Sherwin-Williams by 2.7% during the 4th quarter. Vanguard Group Inc. now owns 23,237,824 shares of the specialty chemicals company’s stock worth $7,529,752,000 after buying an additional 600,119 shares during the last quarter. State Street Corp increased its holdings in shares of Sherwin-Williams by 2.4% in the 4th quarter. State Street Corp now owns 15,638,974 shares of the specialty chemicals company’s stock valued at $5,067,497,000 after acquiring an additional 364,832 shares during the last quarter. Geode Capital Management LLC raised its position in shares of Sherwin-Williams by 0.7% during the 4th quarter. Geode Capital Management LLC now owns 5,231,615 shares of the specialty chemicals company’s stock worth $1,687,498,000 after acquiring an additional 37,145 shares in the last quarter. Norges Bank acquired a new stake in shares of Sherwin-Williams during the 4th quarter worth about $1,089,450,000. Finally, Viking Global Investors LP lifted its stake in Sherwin-Williams by 10.1% during the fourth quarter. Viking Global Investors LP now owns 3,172,308 shares of the specialty chemicals company’s stock worth $1,027,923,000 after purchasing an additional 291,217 shares during the last quarter. 77.67% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

SHW has been the subject of a number of research analyst reports. Berenberg Bank set a $380.00 price target on Sherwin-Williams in a report on Monday, June 8th. BMO Capital Markets reissued an “outperform” rating and set a $405.00 price objective (up from $400.00) on shares of Sherwin-Williams in a report on Wednesday. UBS Group restated a “neutral” rating and set a $390.00 price objective on shares of Sherwin-Williams in a research report on Wednesday. Citigroup restated a “buy” rating on shares of Sherwin-Williams in a report on Wednesday. Finally, Jefferies Financial Group reaffirmed a “hold” rating and issued a $375.00 target price on shares of Sherwin-Williams in a research report on Tuesday. Eight equities research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. According to data from MarketBeat, Sherwin-Williams currently has a consensus rating of “Moderate Buy” and an average target price of $384.47.

Sherwin-Williams News Roundup

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.

Sherwin-Williams Stock Down 2.8%

Shares of NYSE SHW opened at $344.29 on Thursday. The stock has a market cap of $84.92 billion, a PE ratio of 31.73, a price-to-earnings-growth ratio of 2.73 and a beta of 1.10. The company has a quick ratio of 0.53, a current ratio of 0.73 and a debt-to-equity ratio of 2.16. 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 moving average price of $323.07 and a 200 day moving average price of $332.32.

Sherwin-Williams (NYSE:SHW) last released its quarterly 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. The firm had revenue of $6.79 billion for the quarter, compared to the consensus estimate of $6.60 billion. Sherwin-Williams had a return on equity of 67.97% and a net margin of 11.01%.The firm’s quarterly revenue was up 7.5% compared to the same quarter last year. During the same quarter last year, the business posted $3.38 EPS. Sherwin-Williams has set its FY 2026 guidance at 11.800-12.200 EPS. Equities research analysts forecast that The Sherwin-Williams Company will post 11.87 earnings per share for the current year.

Sherwin-Williams Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, September 11th. Stockholders of record on Friday, August 21st will be issued a $0.80 dividend. This represents a $3.20 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date of this dividend is Friday, August 21st. Sherwin-Williams’s payout ratio is presently 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.