Mediolanum International Funds Ltd Trims Stake in The Sherwin-Williams Company $SHW

Mediolanum International Funds Ltd cut its stake in The Sherwin-Williams Company (NYSE:SHW) by 7.6% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 102,824 shares of the specialty chemicals company’s stock after selling 8,499 shares during the quarter. Mediolanum International Funds Ltd’s holdings in Sherwin-Williams were worth $35,260,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. MTM Investment Management LLC acquired a new stake in Sherwin-Williams during the second quarter valued at $26,000. Valley National Advisers Inc. boosted its stake in shares of Sherwin-Williams by 68.0% during the 2nd quarter. Valley National Advisers Inc. now owns 84 shares of the specialty chemicals company’s stock worth $28,000 after acquiring an additional 34 shares in the last quarter. Vermillion & White Wealth Management Group LLC boosted its stake in shares of Sherwin-Williams by 104.8% during the 2nd quarter. Vermillion & White Wealth Management Group LLC now owns 86 shares of the specialty chemicals company’s stock worth $30,000 after acquiring an additional 44 shares in the last quarter. Salomon & Ludwin LLC acquired a new stake in shares of Sherwin-Williams during the 2nd quarter valued at about $31,000. Finally, Delos Wealth Advisors LLC purchased a new position in shares of Sherwin-Williams in the 2nd quarter valued at about $36,000. Institutional investors and hedge funds own 77.67% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts have commented on SHW shares. Vertical Research raised Sherwin-Williams from a “hold” rating to a “buy” rating and set a $371.00 price objective on the stock in a report on Wednesday, January 7th. Deutsche Bank Aktiengesellschaft cut shares of Sherwin-Williams from a “buy” rating to a “hold” rating and set a $380.00 price target on the stock. in a research note on Thursday, January 22nd. Weiss Ratings restated a “hold (c+)” rating on shares of Sherwin-Williams in a research report on Monday, December 29th. JPMorgan Chase & Co. increased their price objective on shares of Sherwin-Williams from $378.00 to $385.00 and gave the company an “overweight” rating in a report on Wednesday, October 29th. Finally, Wells Fargo & Company set a $410.00 target price on shares of Sherwin-Williams and gave the stock an “overweight” rating in a research note on Wednesday, October 29th. Eleven equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $386.33.

Sherwin-Williams Price Performance

Sherwin-Williams stock opened at $354.36 on Friday. The company has a fifty day simple moving average of $338.13 and a 200-day simple moving average of $343.86. The firm has a market capitalization of $87.84 billion, a price-to-earnings ratio of 34.50, a PEG ratio of 5.13 and a beta of 1.26. The company has a quick ratio of 0.52, a current ratio of 0.87 and a debt-to-equity ratio of 2.03. The Sherwin-Williams Company has a 52-week low of $308.84 and a 52-week high of $379.65.

Sherwin-Williams (NYSE:SHW) last posted its quarterly earnings results on Thursday, January 29th. The specialty chemicals company reported $2.23 earnings per share for the quarter, topping 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 firm had revenue of $5.60 billion for the quarter, compared to the consensus estimate of $5.57 billion. During the same period last year, the firm posted $2.09 earnings per share. The company’s revenue for the quarter was up 5.6% on a year-over-year basis. On average, equities analysts anticipate that The Sherwin-Williams Company will post 12 EPS for the current fiscal year.

Sherwin-Williams News Summary

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

• Positive Sentiment: Q4 beat and solid results — Sherwin‑Williams reported $2.23 EPS vs. $2.16 consensus and $5.60B revenue (vs. ~$5.57B est.), with year‑over‑year revenue growth and high margins; management highlighted record sales and profitability for 2025. Read More.
• Positive Sentiment: Management points to strategic growth opportunities — company signaled it is considering acquisitions as the next growth phase, which could accelerate market share, product portfolio and Syvinil integration benefits if executed well. Read More.
• Neutral Sentiment: Analyst mix: Morgan Stanley kept a Buy rating and $385 PT, highlighting medium‑term upside from share gains and synergies, while Bank of America reiterated a Hold and $370 PT citing muted near‑term catalysts — shows divergent views on upside vs. execution risk. Read More.
• Neutral Sentiment: Investor takeaways from the call/slide deck — management provided details on segment performance (Consumer Brands, Performance Coatings) and reiterated focus on margins and integration savings; these are constructive but tied to execution. Read More.
• Negative Sentiment: Below‑consensus FY‑2026 guidance and demand uncertainty — Sherwin‑Williams gave EPS guidance of roughly $11.50–$11.90 vs. consensus near $12.36 and warned housing demand is “hard to predict,” which pressured sentiment because it reduces near‑term upside visibility. Read More.

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.