Compass Capital Management Inc. Decreases Stock Position in The Sherwin-Williams Company $SHW

Compass Capital Management Inc. reduced its position in The Sherwin-Williams Company (NYSE:SHW) by 2.1% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 173,538 shares of the specialty chemicals company’s stock after selling 3,721 shares during the quarter. Sherwin-Williams makes up about 3.1% of Compass Capital Management Inc.’s holdings, making the stock its 16th largest position. Compass Capital Management Inc. owned about 0.07% of Sherwin-Williams worth $56,231,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Ares Financial Consulting LLC bought a new position in shares of Sherwin-Williams in the fourth quarter worth $27,000. Lloyd Advisory Services LLC. bought a new position in shares of Sherwin-Williams in the fourth quarter worth $27,000. Lodestone Wealth Management LLC bought a new position in shares of Sherwin-Williams in the fourth quarter worth $31,000. Rossby Financial LCC boosted its holdings in shares of Sherwin-Williams by 96.0% in the third 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. Finally, Meeder Asset Management Inc. bought a new position in shares of Sherwin-Williams in the fourth quarter worth $33,000. 77.67% of the stock is owned by institutional investors.

Sherwin-Williams Trading Up 4.2%

Shares of Sherwin-Williams stock opened at $316.79 on Friday. The Sherwin-Williams Company has a 1 year low of $289.86 and a 1 year high of $379.65. The firm has a market cap of $78.13 billion, a PE ratio of 30.40, a PEG ratio of 2.62 and a beta of 1.12. The company has a debt-to-equity ratio of 2.10, a current ratio of 0.86 and a quick ratio of 0.53. The company has a 50 day simple moving average of $317.31 and a two-hundred day simple moving average of $332.21.

Sherwin-Williams (NYSE:SHW) last announced its earnings results on Tuesday, April 28th. The specialty chemicals company reported $2.35 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.27 by $0.08. Sherwin-Williams had a net margin of 10.86% and a return on equity of 64.55%. The business had revenue of $5.67 billion during the quarter, compared to analyst estimates of $5.56 billion. During the same period in the previous year, the business posted $2.25 earnings per share. Sherwin-Williams’s revenue for the quarter was up 6.9% on a year-over-year basis. Sherwin-Williams has set its FY 2026 guidance at 11.500-11.900 EPS. Analysts expect that The Sherwin-Williams Company will post 11.78 earnings per share for the current fiscal year.

Sherwin-Williams Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, June 5th. Shareholders of record on Friday, May 22nd were paid a dividend of $0.80 per share. The ex-dividend date of this dividend was Friday, May 22nd. This represents a $3.20 annualized dividend and a yield of 1.0%. Sherwin-Williams’s payout ratio is 30.71%.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on the company. Weiss Ratings lowered Sherwin-Williams from a “hold (c+)” rating to a “hold (c)” rating in a report on Tuesday, June 2nd. Mizuho cut their price target on Sherwin-Williams from $410.00 to $371.00 and set an “outperform” rating for the company in a report on Monday, March 23rd. UBS Group lowered Sherwin-Williams from a “buy” rating to a “neutral” rating and cut their price target for the stock from $385.00 to $330.00 in a report on Tuesday, June 2nd. BMO Capital Markets set a $355.00 price target on Sherwin-Williams and gave the stock an “outperform” rating in a report on Wednesday, June 3rd. Finally, Wells Fargo & Company dropped their price objective on Sherwin-Williams from $365.00 to $350.00 and set an “equal weight” rating for the company in a research note on Wednesday, April 29th. One research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and six have given a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $366.77.

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.