Suncoast Equity Management Increases Stock Position in The Sherwin-Williams Company $SHW

06 Nov 2025, 08:00 by Jessica Moore · The Cerbat Gem

Suncoast Equity Management lifted its holdings in shares of The Sherwin-Williams Company (NYSE:SHW – Free Report) by 1.9% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 13,757 shares of the specialty chemicals company’s stock after buying an additional 260 shares during the quarter. Sherwin-Williams comprises 0.5% of Suncoast Equity Management’s investment portfolio, making the stock its 24th biggest position. Suncoast Equity Management’s holdings in Sherwin-Williams were worth $4,724,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. 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 valued at $28,000 after buying an additional 34 shares in the last quarter. Salomon & Ludwin LLC purchased a new stake in shares of Sherwin-Williams during the 2nd quarter valued at approximately $31,000. Saudi Central Bank purchased a new stake in shares of Sherwin-Williams during the 1st quarter valued at approximately $33,000. Flaharty Asset Management LLC purchased a new stake in shares of Sherwin-Williams during the 1st quarter valued at approximately $33,000. Finally, Anderson Financial Strategies LLC purchased a new stake in shares of Sherwin-Williams during the 1st quarter valued at approximately $35,000. 77.67% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

SHW has been the topic of a number of recent research reports. Evercore ISI upped their price target on shares of Sherwin-Williams from $380.00 to $400.00 and gave the company an “outperform” rating in a research note on Tuesday, August 26th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Sherwin-Williams in a research note on Wednesday, October 8th. Royal Bank Of Canada set a $405.00 target price on shares of Sherwin-Williams and gave the stock an “outperform” rating in a research note on Wednesday, October 29th. Loop Capital lowered their target price on shares of Sherwin-Williams from $395.00 to $380.00 and set a “buy” rating on the stock in a research note on Wednesday, July 23rd. Finally, BMO Capital Markets lowered their target price on shares of Sherwin-Williams from $405.00 to $391.00 and set an “outperform” rating on the stock in a research note on Wednesday, July 23rd. One research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $390.87.

Check Out Our Latest Stock Report on SHW

Insider Activity at Sherwin-Williams

In other news, insider Justin T. Binns sold 609 shares of the stock in a transaction on Monday, August 25th. The shares were sold at an average price of $368.82, for a total value of $224,611.38. Following the transaction, the insider owned 17,922 shares of the company’s stock, valued at $6,609,992.04. This represents a 3.29% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 0.60% of the stock is owned by insiders.

Sherwin-Williams Price Performance

Shares of NYSE:SHW opened at $335.97 on Thursday. The company’s fifty day moving average price is $346.77 and its 200-day moving average price is $348.81. The firm has a market capitalization of $83.28 billion, a price-to-earnings ratio of 32.78, a PEG ratio of 3.26 and a beta of 1.21. The Sherwin-Williams Company has a one year low of $308.84 and a one year high of $400.42. The company has a debt-to-equity ratio of 2.11, a current ratio of 0.82 and a quick ratio of 0.48.

Sherwin-Williams (NYSE:SHW – Get Free Report) last issued its quarterly earnings results on Tuesday, October 28th. The specialty chemicals company reported $3.59 EPS for the quarter, topping analysts’ consensus estimates of $3.44 by $0.15. The firm had revenue of $6.36 billion for the quarter, compared to analyst estimates of $6.21 billion. Sherwin-Williams had a net margin of 11.05% and a return on equity of 66.75%. The business’s revenue for the quarter was up 3.2% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $3.37 EPS. Sherwin-Williams has set its FY 2025 guidance at 11.250-11.450 EPS. On average, equities research analysts anticipate that The Sherwin-Williams Company will post 12 earnings per share for the current fiscal year.

Sherwin-Williams Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, December 5th. Stockholders of record on Friday, November 14th will be issued a $0.79 dividend. The ex-dividend date of this dividend is Friday, November 14th. This represents a $3.16 dividend on an annualized basis and a dividend yield of 0.9%. Sherwin-Williams’s dividend payout ratio is presently 30.83%.

Sherwin-Williams Profile

(Free Report)

The Sherwin-Williams Company engages in the development, manufacture, distribution, and sale of paints, coating, and related products to professional, industrial, commercial, and retail customers. It operates through three segments: Paint Stores Group, Consumer Brands Group, and Performance Coatings Group.