Sumitomo Mitsui Trust Group Inc. Sells 37,029 Shares of The Sherwin-Williams Company $SHW

13 Apr 2026, 09:52 by Danessa Lincoln · The Markets Daily

Sumitomo Mitsui Trust Group Inc. decreased its holdings in shares of The Sherwin-Williams Company (NYSE:SHW – Free Report) by 4.3% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 821,834 shares of the specialty chemicals company’s stock after selling 37,029 shares during the period. Sumitomo Mitsui Trust Group Inc.’s holdings in Sherwin-Williams were worth $266,299,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of SHW. Viking Global Investors LP raised its position in Sherwin-Williams by 101.4% during the 2nd quarter. Viking Global Investors LP now owns 1,957,750 shares of the specialty chemicals company’s stock valued at $672,213,000 after purchasing an additional 985,520 shares during the last quarter. Assenagon Asset Management S.A. grew its holdings in shares of Sherwin-Williams by 424.2% during the 4th quarter. Assenagon Asset Management S.A. now owns 547,583 shares of the specialty chemicals company’s stock worth $177,433,000 after acquiring an additional 443,119 shares during the period. Vanguard Group Inc. grew its holdings in shares of Sherwin-Williams by 1.4% during the 3rd quarter. Vanguard Group Inc. now owns 22,637,705 shares of the specialty chemicals company’s stock worth $7,838,532,000 after acquiring an additional 309,153 shares during the period. Alyeska Investment Group L.P. purchased a new position in shares of Sherwin-Williams during the 3rd quarter worth approximately $104,826,000. Finally, Amundi grew its holdings in shares of Sherwin-Williams by 14.0% during the 3rd quarter. Amundi now owns 1,897,769 shares of the specialty chemicals company’s stock worth $639,377,000 after acquiring an additional 232,436 shares during the period. Institutional investors own 77.67% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have weighed in on SHW. Citigroup reduced their target price on Sherwin-Williams from $410.00 to $385.00 and set a “buy” rating on the stock in a report on Wednesday, April 1st. Royal Bank Of Canada reduced their target price on Sherwin-Williams from $390.00 to $376.00 and set an “outperform” rating on the stock in a report on Thursday, March 19th. Zacks Research upgraded Sherwin-Williams from a “strong sell” rating to a “hold” rating in a report on Tuesday, March 31st. Wells Fargo & Company downgraded Sherwin-Williams from an “overweight” rating to an “equal weight” rating and reduced their target price for the stock from $410.00 to $365.00 in a report on Friday. Finally, Vertical Research upgraded Sherwin-Williams from a “hold” rating to a “buy” rating and set a $371.00 target price on the stock in a report on Wednesday, January 7th. Ten research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $379.77.

Read Our Latest Research Report on SHW

Insider Activity at Sherwin-Williams

In related news, SVP Bryan J. Young sold 2,513 shares of the company’s stock in a transaction that occurred 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 transaction, the senior vice president directly owned 10,045 shares of the company’s stock, valued at approximately $3,661,101.15. This represents a 20.01% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, insider Colin M. Davie sold 2,976 shares of the company’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $359.50, for a total value of $1,069,872.00. Following the completion of the transaction, the insider directly owned 5,365 shares in the company, valued at $1,928,717.50. This trade represents a 35.68% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Corporate insiders own 0.23% of the company’s stock.

Sherwin-Williams Stock Performance

Sherwin-Williams stock opened at $335.99 on Monday. The company has a quick ratio of 0.53, a current ratio of 0.87 and a debt-to-equity ratio of 2.03. The company has a market capitalization of $83.11 billion, a P/E ratio of 32.72, a PEG ratio of 2.91 and a beta of 1.27. The stock’s 50 day moving average is $340.01 and its 200 day moving average is $338.69. The Sherwin-Williams Company has a twelve month low of $301.58 and a twelve month high of $379.65.

Sherwin-Williams (NYSE:SHW – Get Free Report) 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. The company had revenue of $5.60 billion for the quarter, compared to the consensus estimate of $5.57 billion. Sherwin-Williams had a return on equity of 65.26% and a net margin of 10.90%.The firm’s quarterly revenue was up 5.6% compared to the same quarter last year. During the same quarter in the prior year, the business posted $2.09 EPS. On average, equities research analysts predict that The Sherwin-Williams Company will post 12 earnings per share for the current fiscal year.

Sherwin-Williams Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, March 13th. Investors of record on Monday, March 2nd were paid a $0.80 dividend. This represents a $3.20 annualized dividend and a dividend yield of 1.0%. The ex-dividend date was Monday, March 2nd. This is an increase from Sherwin-Williams’s previous quarterly dividend of $0.79. Sherwin-Williams’s dividend payout ratio (DPR) is currently 31.16%.

About Sherwin-Williams

(Free Report)

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.