Sherwin-Williams
About: Sherwin-Williams is the largest provider of architectural paint in the United States. The company has over 5,000 stores and sells premium paint at higher price points than most competitors. Sherwin-Williams also sells paint-related products in big-box stores and provides coatings for original equipment manufacturers.
Employees: 64,088
0
Funds holding %
of 7,139 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
30% more call options, than puts
Call options by funds: $386M | Put options by funds: $296M
22% more first-time investments, than exits
New positions opened: 177 | Existing positions closed: 145
2.75% more ownership
Funds ownership: 77.34% [Q3] → 80.09% (+2.75%) [Q4]
3% more repeat investments, than reductions
Existing positions increased: 584 | Existing positions reduced: 566
2% less funds holding
Funds holding: 1,619 [Q3] → 1,586 (-33) [Q4]
7% less capital invested
Capital invested by funds: $74B [Q3] → $68.6B (-$5.4B) [Q4]
29% less funds holding in top 10
Funds holding in top 10: 45 [Q3] → 32 (-13) [Q4]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$390
13%
upside
Avg. target
$405
17%
upside
High target
$415
20%
upside
4 analyst ratings
4 positive
100%
0 neutral
0%
0 negative
0%
JP Morgan Jeffrey Zekauskas 40% 1-year accuracy 19 / 47 met price target | 13%upside $390 | Overweight Maintained | 3 Feb 2025 |
RBC Capital Arun Viswanathan 30% 1-year accuracy 20 / 66 met price target | 20%upside $415 | Outperform Maintained | 3 Feb 2025 |
Morgan Stanley Vincent Andrews 56% 1-year accuracy 5 / 9 met price target | 18%upside $405 | Overweight Maintained | 28 Jan 2025 |
Mizuho John Roberts 63% 1-year accuracy 22 / 35 met price target | 18%upside $408 | Outperform Maintained | 7 Jan 2025 |
Financial journalist opinion
Based on 16 articles about SHW published over the past 30 days
Neutral
PRNewsWire
2 days ago
Sherwin-Williams Declares Dividend of $0.79 per Common Share
CLEVELAND , Feb. 19, 2025 /PRNewswire/ -- The Board of Directors of The Sherwin-Williams Company (NYSE: SHW) today announced a regular quarterly dividend of $0.79 per common share, an increase of 10.5% over the $0.715 paid in the same quarter in 2024, payable on March 14, 2025, to shareholders of record on March 3, 2025. This increase follows 46 consecutive years of dividend increases.
Neutral
Business Wire
2 days ago
ResiBrands' That 1 Painter Announces Nationwide Paint It Forward ProSocial Campaign and Launches Call for Nominations
AUSTIN, Texas--(BUSINESS WIRE)-- #BlueCollar--ResiBrands today announced the launch of the first-ever Paint It Forward national day of service for its That 1 Painter franchisees, and the call for nominations. On March 24, 2025, more than 100 transformational projects will take place during the week as part of Paint It Forward. In partnership with Sherwin-Williams (NYSE: SHW), That 1 Painter businesses across the country will provide complimentary painting services, all gifted to deserving families and non-pr.
Positive
Zacks Investment Research
3 days ago
Sherwin-Williams to Buy BASF's Suvinil in an All-Cash Transaction
The buyout will allow SHW to accelerate profitable above-market growth by providing industry-leading solutions.
Neutral
PRNewsWire
5 days ago
Sherwin-Williams to Acquire BASF's Brazilian Architectural Paints Business for $1.15 Billion in All-Cash Transaction
Adds a leading producer of architectural paints in Brazil and the highly-recognized Suvinil brand to Sherwin-Williams portfolio Expands and accelerates existing profitable growth opportunity in Brazil with comprehensive product offering and extensive distribution through paint stores and regional home centers Annual sales of approximately $525 million; significant growth and operational synergy opportunities Sherwin-Williams resulting net-debt to EBITDA ratio following financing to remainin targeted range of 2.0 to 2.5 times Expected to close in the second half of 2025 subject to customary closing conditions,including Brazilian regulatory approval CLEVELAND , Feb. 17, 2025 /PRNewswire/ -- The Sherwin-Williams Company (NYSE: SHW) today announced it has entered into a definitive agreement with BASF Group (ISIN: DE000BASF111) to acquire BASF's Brazilian architectural paints business ("Suvinil") for $1.15 billion in an all-cash transaction. The business is a leading provider of architectural paints in Brazil and had sales of approximately $525 million for the year ended December 31, 2024.
Neutral
Seeking Alpha
2 weeks ago
The Sherwin-Williams Company: Macro Uncertainty Weigh On Near-Term Outlook
Downgrade Sherwin-Williams to hold due to macro uncertainty in the US housing market impacting near-term volume demand and valuation concerns. PSG remains SHW's key growth driver, showing resilience with price increases and strong brand strength despite a weak macro environment. Management's cost control efforts are commendable, with improved gross margins and conservative SG&A growth guidance for FY25.
Positive
Seeking Alpha
2 weeks ago
11 Dividend Increases Expected In February 2025
February 2025 will see 11 expected dividend increases from companies with a history of consistent annual dividend hikes, enhancing predictability for investors. Dividend growth is crucial for achieving financial freedom, especially amid high inflation, making it a key factor in stock purchase decisions. Featured stocks include Home Depot, Eaton, Genuine Parts, Coca-Cola, PepsiCo, Walmart, Sherwin-Williams, Cisco, T. Rowe Price, 3M, and United Parcel Service.
Negative
CNBC Television
2 weeks ago
Homebuilder association asks Trump to exempt building materials from tariffs
CNBC's Diana Olick reports on how tariffs could be impacting the housing market.
Neutral
Seeking Alpha
3 weeks ago
The Sherwin-Williams Company (SHW) Q4 2024 Earnings Call Transcript
The Sherwin-Williams Company (NYSE:SHW ) Q4 2024 Earnings Conference Call January 30, 2024 10:00 AM ET Corporate Participants Jim Jaye - Senior Vice President, Investor Relations & Communications Heidi Petz - President & Chief Executive Officer Al Mistysyn - Chief Financial Officer Conference Call Participants Gregory Melich - Evercore Vincent Andrews - Morgan Stanley David Begleiter - Deutsche Bank John McNulty - BMO Capital Markets Chris Parkinson - Wolfe Research John Roberts - Mizuho Josh Spector - UBS Duffy Fischer - Goldman Sachs Ghansham Panjabi - Baird Mike Sison - Wells Fargo Jeff Zekauskas - JPMorgan Chuck Cerankosky - Northcoast Research Mike Harrison - Seaport Research Partners Mike Leithead - Barclays Arun Viswanathan - RBC Capital Markets Aleksey Yefremov - KeyBanc Capital Markets Kevin McCarthy - Vertical Research Partners Adam Baumgarten - Zelman & Associates Garik Shmois - Loop Capital Markets Patrick Cunningham - Citi Investment Research Steve Byrne - Bank of America Aron Ceccarelli - Berenberg Eric Bosshard - Cleveland Research Company Operator Good morning. Thank you for joining the Sherwin-Williams Company's review of Fourth Quarter and Full Year 2024 Results and our Outlook for the First Quarter and Full Year of 2025.
Positive
Zacks Investment Research
3 weeks ago
Sherwin-Williams Q4 Earnings Beat Estimates, Revenues Lag
Consolidated net sales of SHW rise owing to higher sales in the Paint Stores Group in Q4.
Positive
Zacks Investment Research
3 weeks ago
Compared to Estimates, Sherwin-Williams (SHW) Q4 Earnings: A Look at Key Metrics
Although the revenue and EPS for Sherwin-Williams (SHW) give a sense of how its business performed in the quarter ended December 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
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