Federated Hermes Inc. Sells 42,248 Shares of The Sherwin-Williams Company $SHW

Federated Hermes Inc. cut its stake in The Sherwin-Williams Company (NYSE:SHW) by 22.0% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 149,958 shares of the specialty chemicals company’s stock after selling 42,248 shares during the quarter. Federated Hermes Inc.’s holdings in Sherwin-Williams were worth $51,924,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in SHW. Modera Wealth Management LLC grew its stake in Sherwin-Williams by 2.4% in the third quarter. Modera Wealth Management LLC now owns 1,257 shares of the specialty chemicals company’s stock valued at $435,000 after purchasing an additional 29 shares during the last quarter. Richard W. Paul & Associates LLC lifted its position in shares of Sherwin-Williams by 1.6% during the second quarter. Richard W. Paul & Associates LLC now owns 1,885 shares of the specialty chemicals company’s stock valued at $647,000 after buying an additional 30 shares during the last quarter. Valley Brook Capital Group Inc. boosted its holdings in shares of Sherwin-Williams by 2.4% in the 2nd quarter. Valley Brook Capital Group Inc. now owns 1,311 shares of the specialty chemicals company’s stock valued at $450,000 after buying an additional 31 shares in the last quarter. 17 Capital Partners LLC grew its position in shares of Sherwin-Williams by 0.9% in the 2nd quarter. 17 Capital Partners LLC now owns 3,340 shares of the specialty chemicals company’s stock worth $1,147,000 after buying an additional 31 shares during the last quarter. Finally, Alpine Bank Wealth Management raised its stake in shares of Sherwin-Williams by 4.1% during the 3rd quarter. Alpine Bank Wealth Management now owns 781 shares of the specialty chemicals company’s stock worth $270,000 after acquiring an additional 31 shares in the last quarter. 77.67% of the stock is currently owned by hedge funds and other institutional investors.

Sherwin-Williams Stock Up 1.5%

SHW stock opened at $354.94 on Friday. The firm’s fifty day simple moving average is $337.79 and its 200-day simple moving average is $343.75. The company has a market capitalization of $87.99 billion, a P/E ratio of 34.63, a price-to-earnings-growth ratio of 5.06 and a beta of 1.26. The company has a debt-to-equity ratio of 2.11, a current ratio of 0.82 and a quick ratio of 0.52. The Sherwin-Williams Company has a 12 month low of $308.84 and a 12 month high of $379.65.

Sherwin-Williams (NYSE:SHW) last released its quarterly earnings data on Thursday, January 29th. The specialty chemicals company reported $2.23 earnings per share for the quarter, beating analysts’ consensus estimates of $2.17 by $0.06. The business had revenue of $5.60 billion during the quarter, compared to analyst estimates of $5.57 billion. Sherwin-Williams had a return on equity of 66.75% and a net margin of 11.05%. As a group, equities research analysts forecast that The Sherwin-Williams Company will post 12 earnings per share for the current year.

Sherwin-Williams News Roundup

Here are the key news stories impacting Sherwin-Williams this week:

• Positive Sentiment: Q4 results beat expectations — Sherwin-Williams reported $2.23 EPS vs. consensus ~ $2.17 and revenue of $5.60B vs. ~$5.57B, showing underlying margin strength that supports near-term earnings visibility. Earnings beat article
• Positive Sentiment: Segment strength — Management highlighted growth in Consumer Brands and Performance Coatings, which helped revenue rise ~5.6% year-over-year and supported margins. Segment strength article
• Positive Sentiment: Capital returns maintained — Company plans a modest dividend increase, signaling confidence in cash flow even while guiding conservatively for 2026. Dividend & guidance article
• Neutral Sentiment: Full disclosures available — Company filed the press release, slide deck and call transcript (useful for detail and modeling revisions). PR Newswire results
• Neutral Sentiment: Analyst/coverage notes — Multiple outlets summarized beat and company metrics (net margin ~11%, ROE high) useful for updating models and relative valuation. Earnings call transcript
• Negative Sentiment: 2026 guidance missed estimates / conservative tone — Management warned that 2026 profit expectations are below consensus and that housing demand is “hard to predict,” which raises downside risk to sales tied to new construction and DIY momentum. Guidance miss article
• Negative Sentiment: Macro exposure — The company’s results and commentary emphasize sensitivity to U.S. housing demand; continued weakness there would pressure revenue growth and multiple compression given SHW’s premium valuation (PE ~34.6, PEG ~5.0). Housing demand warning

Wall Street Analyst Weigh In

Several brokerages have weighed in on SHW. UBS Group restated a “buy” rating and issued a $415.00 target price (down from $422.00) on shares of Sherwin-Williams in a research note on Monday, January 12th. Bank of America lowered their price objective on Sherwin-Williams from $375.00 to $368.00 and set a “neutral” rating for the company in a research report on Tuesday, October 14th. Royal Bank Of Canada set a $405.00 target price on Sherwin-Williams and gave the stock an “outperform” rating in a research note on Wednesday, October 29th. Vertical Research upgraded Sherwin-Williams from a “hold” rating to a “buy” rating and set a $371.00 price target for the company in a research note on Wednesday, January 7th. Finally, JPMorgan Chase & Co. boosted their price target on Sherwin-Williams from $378.00 to $385.00 and gave the stock an “overweight” rating in a research note on Wednesday, October 29th. Eleven investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Sherwin-Williams presently has an average rating of “Moderate Buy” and a consensus target price of $385.94.

About Sherwin-Williams

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.