Seaport Res Ptn Weighs in on The Sherwin-Williams Company’s Q1 2025 Earnings (NYSE:SHW)

The Sherwin-Williams Company (NYSE:SHW) – Seaport Res Ptn issued their Q1 2025 earnings per share estimates for shares of Sherwin-Williams in a research note issued to investors on Tuesday, April 23rd. Seaport Res Ptn analyst M. Harrison expects that the specialty chemicals company will earn $2.50 per share for the quarter. Seaport Res Ptn has a “Neutral” rating on the stock. The consensus estimate for Sherwin-Williams’ current full-year earnings is $11.46 per share. Seaport Res Ptn also issued estimates for Sherwin-Williams’ Q2 2025 earnings at $3.91 EPS, Q3 2025 earnings at $3.96 EPS and Q4 2025 earnings at $2.44 EPS.

Several other equities research analysts have also commented on SHW. Evercore ISI cut their price objective on Sherwin-Williams from $385.00 to $380.00 and set an “outperform” rating for the company in a research note on Tuesday, April 16th. Northcoast Research raised Sherwin-Williams from a “neutral” rating to a “buy” rating and set a $360.00 price objective for the company in a research note on Tuesday, February 27th. Robert W. Baird lifted their target price on shares of Sherwin-Williams from $300.00 to $310.00 and gave the stock a “neutral” rating in a research note on Wednesday. JPMorgan Chase & Co. reduced their target price on shares of Sherwin-Williams from $317.00 to $315.00 and set an “overweight” rating for the company in a research report on Wednesday. Finally, Royal Bank of Canada decreased their price target on shares of Sherwin-Williams from $380.00 to $370.00 and set an “outperform” rating on the stock in a research note on Thursday. One research analyst has rated the stock with a sell rating, seven have given a hold rating and thirteen have issued a buy rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $337.37.

Sherwin-Williams Stock Up 0.4 %

SHW stock opened at $304.80 on Thursday. Sherwin-Williams has a 52 week low of $221.76 and a 52 week high of $348.37. The company has a quick ratio of 0.48, a current ratio of 0.78 and a debt-to-equity ratio of 2.32. The firm has a 50-day simple moving average of $328.10 and a 200-day simple moving average of $298.81. The stock has a market capitalization of $77.56 billion, a P/E ratio of 32.49, a P/E/G ratio of 2.39 and a beta of 1.15.

Sherwin-Williams (NYSE:SHW) last announced its earnings results on Tuesday, April 23rd. The specialty chemicals company reported $2.17 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $2.22 by ($0.05). The business had revenue of $5.37 billion for the quarter, compared to analysts’ expectations of $5.50 billion. Sherwin-Williams had a net margin of 10.52% and a return on equity of 73.74%. The company’s quarterly revenue was down 1.4% on a year-over-year basis. During the same quarter last year, the business earned $2.04 EPS.

Institutional Investors Weigh In On Sherwin-Williams

Several large investors have recently added to or reduced their stakes in the business. Vanguard Group Inc. increased its holdings in Sherwin-Williams by 0.8% during the 4th quarter. Vanguard Group Inc. now owns 21,435,960 shares of the specialty chemicals company’s stock worth $6,685,876,000 after purchasing an additional 179,274 shares during the period. FMR LLC increased its stake in shares of Sherwin-Williams by 65.4% during the third quarter. FMR LLC now owns 5,427,014 shares of the specialty chemicals company’s stock worth $1,384,160,000 after buying an additional 2,146,102 shares during the period. Morgan Stanley raised its holdings in Sherwin-Williams by 1.5% in the third quarter. Morgan Stanley now owns 5,063,957 shares of the specialty chemicals company’s stock valued at $1,291,563,000 after acquiring an additional 75,571 shares in the last quarter. Capital World Investors raised its holdings in Sherwin-Williams by 38.9% in the fourth quarter. Capital World Investors now owns 3,840,789 shares of the specialty chemicals company’s stock valued at $1,197,952,000 after acquiring an additional 1,075,351 shares in the last quarter. Finally, Norges Bank purchased a new position in Sherwin-Williams in the fourth quarter worth approximately $1,176,356,000. 77.67% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Sherwin-Williams

In other news, insider Justin T. Binns sold 1,563 shares of the company’s stock in a transaction that occurred on Wednesday, March 13th. The shares were sold at an average price of $338.87, for a total value of $529,653.81. Following the transaction, the insider now directly owns 14,564 shares in the company, valued at approximately $4,935,302.68. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. In related news, insider Justin T. Binns sold 1,563 shares of the stock in a transaction dated Wednesday, March 13th. The stock was sold at an average price of $338.87, for a total transaction of $529,653.81. Following the transaction, the insider now owns 14,564 shares of the company’s stock, valued at approximately $4,935,302.68. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, insider Todd D. Rea sold 2,449 shares of the firm’s stock in a transaction dated Wednesday, February 21st. The shares were sold at an average price of $313.54, for a total value of $767,859.46. Following the transaction, the insider now owns 9,329 shares of the company’s stock, valued at $2,925,014.66. The disclosure for this sale can be found here. In the last ninety days, insiders have sold 32,050 shares of company stock worth $10,340,237. Company insiders own 0.60% of the company’s stock.

Sherwin-Williams Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, June 7th. Investors of record on Friday, May 17th will be given a dividend of $0.715 per share. This represents a $2.86 dividend on an annualized basis and a dividend yield of 0.94%. The ex-dividend date of this dividend is Thursday, May 16th. Sherwin-Williams’s payout ratio is 30.49%.

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.