Seaport Res Ptn Has Negative Estimate for SHW Q2 Earnings

The Sherwin-Williams Company (NYSE:SHW) – Seaport Res Ptn cut their Q2 2025 earnings estimates for Sherwin-Williams in a research report issued on Wednesday, January 22nd. Seaport Res Ptn analyst M. Harrison now anticipates that the specialty chemicals company will post earnings of $3.96 per share for the quarter, down from their previous forecast of $4.06. The consensus estimate for Sherwin-Williams’ current full-year earnings is $11.32 per share. Seaport Res Ptn also issued estimates for Sherwin-Williams’ Q4 2025 earnings at $2.32 EPS.

A number of other research analysts have also recently commented on SHW. Barclays boosted their target price on shares of Sherwin-Williams from $355.00 to $370.00 and gave the stock an “equal weight” rating in a research report on Wednesday, October 23rd. JPMorgan Chase & Co. upped their price target on shares of Sherwin-Williams from $360.00 to $370.00 and gave the company an “overweight” rating in a report on Wednesday, October 23rd. Zelman & Associates raised shares of Sherwin-Williams to a “strong-buy” rating in a report on Friday, January 17th. Mizuho cut their price target on shares of Sherwin-Williams from $435.00 to $408.00 and set an “outperform” rating on the stock in a report on Tuesday, January 7th. Finally, BMO Capital Markets upped their price target on shares of Sherwin-Williams from $400.00 to $425.00 and gave the company an “outperform” rating in a report on Monday, September 30th. One analyst has rated the stock with a sell rating, six have given a hold rating, eleven have given a buy rating and two have assigned a strong buy rating to the company’s stock. Based on data from MarketBeat.com, Sherwin-Williams currently has an average rating of “Moderate Buy” and an average price target of $402.25.

Sherwin-Williams Price Performance

SHW opened at $361.28 on Friday. The company has a 50 day moving average of $362.14 and a two-hundred day moving average of $361.13. 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 0.51, a current ratio of 0.83 and a debt-to-equity ratio of 1.97. The company has a market cap of $90.99 billion, a P/E ratio of 35.98, a P/E/G ratio of 2.78 and a beta of 1.22.

Sherwin-Williams (NYSE:SHW) last released its quarterly earnings data on Tuesday, October 22nd. The specialty chemicals company reported $3.37 earnings per share (EPS) for the quarter, missing the consensus estimate of $3.56 by ($0.19). Sherwin-Williams had a return on equity of 74.45% and a net margin of 11.09%. The business had revenue of $6.16 billion for the quarter, compared to analysts’ expectations of $6.20 billion. During the same quarter in the prior year, the firm earned $3.20 earnings per share. Sherwin-Williams’s quarterly revenue was up .7% compared to the same quarter last year.

Hedge Funds Weigh In On Sherwin-Williams

A number of institutional investors and hedge funds have recently bought and sold shares of the stock. Nations Financial Group Inc. IA ADV boosted its position in shares of Sherwin-Williams by 13.0% during the 3rd quarter. Nations Financial Group Inc. IA ADV now owns 1,818 shares of the specialty chemicals company’s stock valued at $694,000 after purchasing an additional 209 shares in the last quarter. Tamar Securities LLC boosted its position in shares of Sherwin-Williams by 3.4% during the 3rd quarter. Tamar Securities LLC now owns 48,753 shares of the specialty chemicals company’s stock valued at $18,608,000 after purchasing an additional 1,604 shares in the last quarter. Park Avenue Securities LLC boosted its position in shares of Sherwin-Williams by 52.6% during the 4th quarter. Park Avenue Securities LLC now owns 6,680 shares of the specialty chemicals company’s stock valued at $2,271,000 after purchasing an additional 2,303 shares in the last quarter. Burney Co. boosted its position in shares of Sherwin-Williams by 4.6% during the 4th quarter. Burney Co. now owns 17,272 shares of the specialty chemicals company’s stock valued at $5,871,000 after purchasing an additional 766 shares in the last quarter. Finally, Swedbank AB boosted its position in shares of Sherwin-Williams by 4.2% during the 3rd quarter. Swedbank AB now owns 117,055 shares of the specialty chemicals company’s stock valued at $44,676,000 after purchasing an additional 4,681 shares in the last quarter. Institutional investors own 77.67% of the company’s stock.

Insider Transactions at Sherwin-Williams

In related news, SVP Gregory P. Sofish sold 2,565 shares of the 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 transaction, the senior vice president now owns 6,329 shares in the company, valued at $2,396,349.27. This represents a 28.84 % decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, SVP Mary L. Garceau sold 15,770 shares of the 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 transaction, the senior vice president now 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. Insiders own 0.60% of the company’s stock.

About Sherwin-Williams

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.