Seaport Res Ptn Issues Negative Outlook for SHW Earnings

The Sherwin-Williams Company (NYSE:SHW) – Investment analysts at Seaport Res Ptn lowered their Q1 2025 earnings per share (EPS) estimates for shares of Sherwin-Williams in a research report issued on Monday, February 3rd. Seaport Res Ptn analyst M. Harrison now anticipates that the specialty chemicals company will earn $2.15 per share for the quarter, down from their previous forecast of $2.22. The consensus estimate for Sherwin-Williams’ current full-year earnings is $12.12 per share. Seaport Res Ptn also issued estimates for Sherwin-Williams’ Q2 2025 earnings at $3.79 EPS, Q3 2025 earnings at $3.70 EPS, Q4 2025 earnings at $2.28 EPS, FY2025 earnings at $11.91 EPS, Q1 2026 earnings at $2.46 EPS, Q2 2026 earnings at $4.23 EPS, Q3 2026 earnings at $4.10 EPS, Q4 2026 earnings at $2.64 EPS and FY2026 earnings at $13.43 EPS.

Sherwin-Williams (NYSE:SHW) last posted its quarterly earnings results on Thursday, January 30th. The specialty chemicals company reported $2.09 earnings per share for the quarter, beating the consensus estimate of $2.07 by $0.02. Sherwin-Williams had a return on equity of 74.50% and a net margin of 11.61%. During the same quarter in the prior year, the firm posted $1.81 EPS.

Other analysts also recently issued research reports about the company. Robert W. Baird upped their target price on Sherwin-Williams from $350.00 to $360.00 and gave the stock a “neutral” rating in a research note on Wednesday, October 23rd. Zelman & Associates upgraded Sherwin-Williams to a “strong-buy” rating in a research note on Friday, January 17th. UBS Group restated an “underperform” rating on shares of Sherwin-Williams in a research note on Friday, October 18th. Royal Bank of Canada lowered their price target on Sherwin-Williams from $438.00 to $415.00 and set an “outperform” rating on the stock in a research report on Monday. Finally, Berenberg Bank upgraded Sherwin-Williams from a “hold” rating to a “buy” rating and increased their price target for the stock from $321.00 to $420.00 in a research report on Friday, January 24th. One research analyst has rated the stock with a sell rating, six have issued a hold rating, twelve have issued a buy rating and two have assigned a strong buy rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $400.00.

Sherwin-Williams Stock Up 0.0 %

Shares of SHW opened at $357.72 on Wednesday. Sherwin-Williams has a 52 week low of $282.09 and a 52 week high of $400.42. The company has a quick ratio of 0.46, a current ratio of 0.79 and a debt-to-equity ratio of 2.02. The company has a market capitalization of $90.09 billion, a price-to-earnings ratio of 33.91, a PEG ratio of 2.86 and a beta of 1.22. The stock’s 50-day moving average price is $358.81 and its 200-day moving average price is $364.09.

Insider Activity at Sherwin-Williams

In related news, SVP Gregory P. Sofish sold 2,565 shares of the company’s stock in a transaction dated Monday, November 18th. The shares were sold at an average price of $378.63, for a total value of $971,185.95. Following the completion of the sale, the senior vice president now owns 6,329 shares of the company’s stock, valued at approximately $2,396,349.27. This represents a 28.84 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. Also, SVP Mary L. Garceau sold 15,770 shares of the company’s stock in a transaction dated Tuesday, November 26th. The shares were sold at an average price of $397.92, for a total transaction of $6,275,198.40. Following the completion of the sale, the senior vice president now directly owns 29,205 shares of the company’s stock, valued at $11,621,253.60. This represents a 35.06 % decrease in their position. The disclosure for this sale can be found here. 0.60% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Hedge funds have recently bought and sold shares of the stock. Valued Wealth Advisors LLC boosted its stake in Sherwin-Williams by 88.9% during the third quarter. Valued Wealth Advisors LLC now owns 68 shares of the specialty chemicals company’s stock worth $26,000 after buying an additional 32 shares during the period. Midwest Capital Advisors LLC purchased a new position in Sherwin-Williams during the fourth quarter worth about $26,000. First Personal Financial Services purchased a new position in Sherwin-Williams during the third quarter worth about $29,000. FSA Wealth Management LLC purchased a new position in Sherwin-Williams during the third quarter worth about $32,000. Finally, GHP Investment Advisors Inc. boosted its stake in Sherwin-Williams by 47.5% during the third quarter. GHP Investment Advisors Inc. now owns 87 shares of the specialty chemicals company’s stock worth $33,000 after buying an additional 28 shares during the period. Hedge funds and other institutional investors own 77.67% of the company’s stock.

Sherwin-Williams Company Profile

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.