The Sherwin-Williams Company $SHW Stock: Willis Investment Counsel Boosts Holdings

20 Oct 2026, 13:29 by Jessica Moore · The Cerbat Gem

Willis Investment Counsel lifted its position in The Sherwin-Williams Company (NYSE:SHW – Free Report) by 7.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 30,573 shares of the specialty chemicals company’s stock after buying an additional 2,020 shares during the quarter. Willis Investment Counsel’s holdings in Sherwin-Williams were worth $9,883,000 as of its most recent SEC filing.

A number of other hedge funds also recently modified their holdings of SHW. Vision Capital Management Inc. boosted its stake in Sherwin-Williams by 0.7% in the 3rd quarter. Vision Capital Management Inc. now owns 33,288 shares of the specialty chemicals company’s stock valued at $10,761,000 after purchasing an additional 228 shares during the period. Abel Hall LLC lifted its stake in shares of Sherwin-Williams by 15.5% in the 3rd quarter. Abel Hall LLC now owns 731 shares of the specialty chemicals company’s stock valued at $236,000 after acquiring an additional 98 shares during the last quarter. Robertson Stephens Wealth Management LLC boosted its stake in shares of Sherwin-Williams by 6.8% during the third quarter. Robertson Stephens Wealth Management LLC now owns 4,392 shares of the specialty chemicals company’s stock valued at $1,420,000 after purchasing an additional 279 shares in the last quarter. USA Financial Formulas acquired a new stake in Sherwin-Williams during the 3rd quarter worth approximately $136,000. Finally, ShankerValleau Wealth Advisors Inc. bought a new stake in Sherwin-Williams during the 3rd quarter worth approximately $514,000. Institutional investors and hedge funds own 77.67% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on SHW. Mizuho set a $396.00 price objective on shares of Sherwin-Williams and gave the company an “outperform” rating in a research note on Thursday, September 24th. Citigroup lowered their price target on Sherwin-Williams from $415.00 to $400.00 and set a “buy” rating for the company in a research report on Wednesday, September 30th. Royal Bank Of Canada restated an “outperform” rating and issued a $392.00 target price (down from $420.00) on shares of Sherwin-Williams in a research note on Friday, October 9th. Melius Research initiated coverage on shares of Sherwin-Williams in a research report on Tuesday, October 6th. They set a “hold” rating and a $367.00 price target for the company. Finally, KeyCorp initiated coverage on Sherwin-Williams in a research report on Thursday, September 10th. They issued a “sector weight” rating for the company. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and ten have issued a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $382.08.

Check Out Our Latest Research Report on SHW

Sherwin-Williams Trading Up 1.1%

Shares of NYSE:SHW traded up $3.68 during midday trading on Tuesday, hitting $335.29. 654,701 shares of the stock traded hands, compared to its average volume of 1,929,335. The company has a quick ratio of 0.46, a current ratio of 0.73 and a debt-to-equity ratio of 2.16. The business’s 50 day moving average is $332.85 and its two-hundred day moving average is $328.50. The stock has a market capitalization of $81.40 billion, a PE ratio of 30.91, a P/E/G ratio of 2.50 and a beta of 1.08. The Sherwin-Williams Company has a one year low of $289.86 and a one year high of $377.77.

Sherwin-Williams (NYSE:SHW – Get Free Report) last issued its quarterly earnings results on Tuesday, July 28th. The specialty chemicals company reported $3.70 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.52 by $0.18. Sherwin-Williams had a net margin of 11.01% and a return on equity of 67.97%. The company had revenue of $6.79 billion during the quarter, compared to analyst estimates of $6.60 billion. During the same period last year, the business earned $3.38 EPS. Sherwin-Williams’s quarterly revenue was up 7.5% compared to the same quarter last year. Sherwin-Williams has set its FY 2026 guidance at 11.800-12.200 EPS. As a group, research analysts forecast that The Sherwin-Williams Company will post 12.09 earnings per share for the current year.

Sherwin-Williams Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, September 11th. Stockholders of record on Friday, August 21st were issued a dividend of $0.80 per share. The ex-dividend date was Friday, August 21st. This represents a $3.20 dividend on an annualized basis and a dividend yield of 1.0%. Sherwin-Williams’s dividend payout ratio is presently 29.49%.

Insiders Place Their Bets

In other news, insider Justin T. Binns sold 13,500 shares of the business’s stock in a transaction on Monday, August 17th. The stock was sold at an average price of $352.70, for a total value of $4,761,450.00. Following the completion of the transaction, the insider owned 21,937 shares in the company, valued at $7,737,179.90. The trade was a 38.10% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Karl Jorgenrud sold 7,886 shares of the business’s stock in a transaction dated Friday, August 7th. The stock was sold at an average price of $368.30, for a total value of $2,904,413.80. Following the completion of the transaction, the insider directly owned 11,944 shares of the company’s stock, valued at approximately $4,398,975.20. This trade represents a 39.77% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.23% of the stock is currently owned by company insiders.

About Sherwin-Williams

(Free Report)

The Sherwin-Williams Company (NYSE: SHW) develops, manufactures, distributes and sells paints, coatings and related products. Its offerings include architectural paints, industrial coatings, wood finishes, protective coatings, automotive refinishing products, floor coatings and related supplies marketed under brands such as Sherwin-Williams, Valspar, Minwax, Krylon and Dutch Boy.