Dorato Capital Management Makes New $1.11 Million Investment in The Sherwin-Williams Company $SHW

Dorato Capital Management bought a new stake in shares of The Sherwin-Williams Company (NYSE:SHW) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund bought 3,128 shares of the specialty chemicals company’s stock, valued at approximately $1,108,000. Sherwin-Williams makes up about 0.8% of Dorato Capital Management’s holdings, making the stock its 27th biggest holding.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Lodestone Wealth Management LLC bought a new position in shares of Sherwin-Williams in the fourth quarter valued at approximately $31,000. Rossby Financial LCC increased its holdings in Sherwin-Williams by 96.0% during the 3rd quarter. Rossby Financial LCC now owns 98 shares of the specialty chemicals company’s stock worth $33,000 after acquiring an additional 48 shares during the period. Delos Wealth Advisors LLC purchased a new position in shares of Sherwin-Williams during the 2nd quarter valued at $36,000. True Wealth Design LLC boosted its stake in Sherwin-Williams by 129.8% during the third quarter. True Wealth Design LLC now owns 108 shares of the specialty chemicals company’s stock valued at $37,000 after buying an additional 61 shares during the period. Finally, Steigerwald Gordon & Koch Inc. bought a new position in Sherwin-Williams in the 3rd quarter worth about $42,000. 77.67% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Sherwin-Williams

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

• Positive Sentiment: Zacks upgraded Sherwin-Williams from “strong sell” to “hold,” which reduces downside analyst pressure and is a modest supportive catalyst for the shares. Zacks Upgrade
• Neutral Sentiment: Sherwin-Williams confirmed its Q1 2026 results release date for April 28; ahead of results the stock may see increased volatility as investors re-price expectations. Q1 2026 Results Announcement
• Neutral Sentiment: General market coverage highlighting “out-of-favor” names could keep sentiment cautious for cyclical/industrial names; it’s unclear how prominently Sherwin-Williams features in that piece but the tone can weigh on sentiment. 3 Out-of-Favor Stocks We Find Risky
• Negative Sentiment: UBS lowered its price target on SHW from $420 to $380 while keeping a “buy” rating; a trimmed target from a major shop can pressure the stock despite the maintained buy call. UBS Lowers PT
• Negative Sentiment: Citigroup cut its target from $410 to $385 but also left a “buy” rating in place; another analyst trim likely contributed to intraday selling. Citigroup Lowers PT
• Negative Sentiment: Competitor RPM expanded its building-envelope portfolio with the Kalzip acquisition, which could intensify competition in engineered systems and higher-margin segments — a potential headwind for Sherwin-Williams’ growth/margin outlook. RPM Kalzip Acquisition

Insider Transactions at Sherwin-Williams

In other Sherwin-Williams news, SVP Bryan J. Young sold 2,513 shares of the business’s stock in a transaction on Tuesday, February 24th. The stock was sold at an average price of $364.47, for a total value of $915,913.11. Following the sale, the senior vice president directly owned 10,045 shares of the company’s stock, valued at approximately $3,661,101.15. The trade was a 20.01% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Colin M. Davie sold 2,976 shares of the company’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $359.50, for a total transaction of $1,069,872.00. Following the completion of the transaction, the insider owned 5,365 shares in the company, valued at approximately $1,928,717.50. The trade was a 35.68% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.23% of the stock is owned by corporate insiders.

Sherwin-Williams Stock Down 2.5%

Shares of NYSE:SHW opened at $317.69 on Friday. The company has a market cap of $78.58 billion, a PE ratio of 30.93, a P/E/G ratio of 2.82 and a beta of 1.27. The Sherwin-Williams Company has a 1 year low of $301.58 and a 1 year high of $379.65. The stock’s 50-day moving average is $342.95 and its 200 day moving average is $339.79. The company has a debt-to-equity ratio of 2.03, a current ratio of 0.87 and a quick ratio of 0.53.

Sherwin-Williams (NYSE:SHW) last released its quarterly earnings results on Thursday, January 29th. The specialty chemicals company reported $2.23 earnings per share for the quarter, beating the consensus estimate of $2.16 by $0.07. Sherwin-Williams had a net margin of 10.90% and a return on equity of 65.26%. The business had revenue of $5.60 billion for the quarter, compared to analysts’ expectations of $5.57 billion. During the same quarter in the previous year, the business posted $2.09 earnings per share. The firm’s revenue for the quarter was up 5.6% compared to the same quarter last year. Sell-side analysts anticipate that The Sherwin-Williams Company will post 12 EPS for the current year.

Sherwin-Williams Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, March 13th. Stockholders of record on Monday, March 2nd were issued a dividend of $0.80 per share. This is a boost from Sherwin-Williams’s previous quarterly dividend of $0.79. The ex-dividend date was Monday, March 2nd. This represents a $3.20 dividend on an annualized basis and a dividend yield of 1.0%. Sherwin-Williams’s dividend payout ratio (DPR) is presently 31.16%.

Analysts Set New Price Targets

A number of equities research analysts recently weighed in on SHW shares. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Sherwin-Williams in a research note on Friday, March 27th. Mizuho reduced their target price on Sherwin-Williams from $410.00 to $371.00 and set an “outperform” rating on the stock in a research note on Monday, March 23rd. UBS Group cut their price objective on Sherwin-Williams from $420.00 to $380.00 and set a “buy” rating for the company in a report on Thursday. Royal Bank Of Canada cut their target price on Sherwin-Williams from $390.00 to $376.00 and set an “outperform” rating for the company in a research note on Thursday, March 19th. Finally, Vertical Research raised shares of Sherwin-Williams from a “hold” rating to a “buy” rating and set a $371.00 price objective for the company in a research note on Wednesday, January 7th. Eleven analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, Sherwin-Williams presently has an average rating of “Moderate Buy” and an average price target of $383.23.

Sherwin-Williams Profile

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.