Sector:Basic MaterialsAll sectors

Last updated1 minute ago

SHW·The Sherwin-Williams Company

(%)

Overnight (%)

High

$352.53

Open

$350.50

Market Cap

87.21B

52W High

$379.65

Low

$346.19

P. Close

$350.44

P/E

32.44

52W Low

$289.86

Fwd P/E

25.73

DailyIQ Est.

$394.67

Inst. Ownership

38.5%

Short Interest

2.51%

Technical Score (1D)

BUY

News Sentiment

MIXED

No summary available yet.

SHW|Company Info

Sector

Basic Materials

Industry

Specialty Chemicals

Exchange

NYQ

Country

United States

Website

sherwin-williams.com

Symbol

SHW

Description

Sherwin-Williams is a global leader in the paints and coatings industry, providing a comprehensive range of products for diverse markets. The company's core business involves manufacturing, distributing, and selling paints, coatings, and related items to a wide customer base, including professionals, industrial clients, and retail consumers. Operating through three key segments, Sherwin-Williams offers architectural paints and protective coatings under its own brand, as well as a portfolio of consumer-focused products sold through retail channels. Furthermore, the company's Performance Coatings Group caters to industrial applications, automotive refinishing, and other specialized coating needs. With a history dating back to 1866, Sherwin-Williams maintains a significant international presence, serving customers across the Americas, Europe, Asia, and Australia.

SHW|Earnings Snapshot

Earnings Summary

SHW is a global leader in paints and coatings, manufacturing, distributing and selling architectural, protective and performance coatings to professionals, industrial clients and retail consumers across the Americas, Europe, Asia and Australia. The company operates through three segments—architectural paints, protective coatings and performance coatings—positioning it firmly within the specialty chemicals sector of basic materials. In the most recent two quarters, Q1 2026 and Q2 2026, the company posted EPS of $2.35 and $3.70, respectively, up from $3.59 and $2.23 in Q3 2025 and Q4 2025, while revenue rose from $5.66 B to $6.79 B, marking a 20 % jump in the second quarter; all six of the last six earnings releases beat consensus estimates, with revenue beating guidance in Q1 2026 and Q2 2026 and EPS beating in every quarter except Q2 2025 where EPS fell short of the $3.81 estimate. Over the past year, YoY revenue has accelerated from $5.30 B in Q4 2024 to $6.79 B in Q2 2026, reflecting a 28 % compound growth, while EPS has shown a similar upward trajectory, peaking in Q2 2025 and Q2 2026; the company has consistently outperformed analyst expectations for revenue and EPS, with a pattern of strong revenue growth even when EPS misses due to seasonal or cost‑related factors. Recent coverage by Guggenheim, which upgraded SHW to a buy with a $400 target, cites solid revenue growth and improving margins, while noting raw‑material cost pressure and weaker housing demand that could temper H2 margins; the firm also announced price hikes to offset higher commodity and transport costs triggered by the Strait of Hormuz closure, a move that could influence inflation expectations. Investors should watch for the company’s H2 margin guidance, the impact of raw‑material cost inflation, and macro indicators such as housing starts, DIY activity and construction spending, as these factors will shape the next earnings cycle.

Read full report

EPS

EstBeatMiss

Qtr	Est	Actual	+/−
Q3'26	$3.70	-	-
Q2'26	$3.58	$3.70	+3.5%
Q1'26	$2.27	$2.35	+3.6%
Q4'25	$2.18	$2.23	+2.1%
Q3'25	$3.44	$3.59	+4.4%
Q2'25	$3.81	$3.38	-11.2%

Revenue

EstBeatMiss

Qtr	Est	Actual	+/−
Q3'26	$6.9B	-	-
Q2'26	$6.7B	$6.8B	+1.8%
Q1'26	$5.6B	$5.7B	+1.9%
Q4'25	$5.6B	$5.6B	-0.1%
Q3'25	-	$6.4B	-
Q2'25	-	$6.3B	-

Full Earnings BreakdownEstimates, actuals, guidance, and historical context

→

Market Data

SHW Stock Snapshot

SHW is currently trading at $350.00, giving The Sherwin-Williams Company a market cap of 87.21B and a P/E ratio of 32.4. Today's range spans $346.19–$352.53, with shares opening at $350.50 and moving down $0.44 (0.1%) from the prior close. DailyIQ's technical score sits at 73/100 (BUY) with a news sentiment reading of 47/100.

Over the past year SHW has traded between $289.86 and $379.65 - the current price is +20.7% off the 52-week low and -7.8% from the high. 31 analysts cover the stock with a Hold consensus and a mean 12-month target of $390.57 (range $340.00–$420.00), implying upside of +11.6%.

Dividend-paying Basic Materials stocks at the large-cap level tend to attract a different buyer mix than pure growth names - and SHW (87.21B market cap) with a BUY read (73/100) and neutral sentiment (47/100) benefits from both income-oriented and growth-oriented flows. The current P/E ratio stands at 32.4. Price: $350.00 (in the middle of its 52-week range in $289.86–$379.65). When technical momentum aligns with that dual-buyer base, the price path tends to be more durable than single-buyer-type momentum trades.

What makes SHW's BUY setup (73/100) particularly actionable at 87.21B in Basic Materials capitalization is the scale-to-move ratio: large enough to feature on institutional mandates but not so large that the percentage upside is already compressed by index inertia. At $350.00 (in the middle of its 52-week range in $289.86–$379.65), with sentiment running neutral at 47/100, the setup rewards conviction-sized positioning more than it does speculative small bets.

SHW Competitive Positioning

The Sherwin-Williams Company (SHW) is tracked alongside these names in Specialty Chemicals on DailyIQ.

News Sentiment Analysis

Sentiment gathered from recent headlines

47/100

Strong NegativeNeutralStrong Positive

MIXED

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles

What did this article say?

Sherwin‑Williams (SHW) is flagged as a sell candidate by StockStory due to limited growth prospects and weak demand outlook. The company’s annual revenue growth has lagged at 3% for two consecutive years, and projected sales growth of 5.2% over the next 12 months is considered soft. Earnings per share have risen only 4.5% annually, below the sector average, and the stock trades at a 27.1x forward P/E of $352.31. These factors suggest a cautious stance for investors concerned about future expansion and profitability.

What did this article say?

No summary available yet for this article.

What did this article say?

The global industrial coatings market is projected to rise from $120.93 billion in 2026 to $148.60 billion by 2031, a 4.21% CAGR, driven by demand in manufacturing, automotive, infrastructure, and energy sectors. Sherwin‑Williams, a leading player, stands to benefit from increased investment in durable, corrosion‑resistant coatings and infrastructure projects, especially in the Asia Pacific region where growth is fastest. The company’s focus on epoxy and solvent‑borne technologies aligns with the market’s top resin and technology trends, positioning it to capture a larger share of the expanding industrial segment.

What did this article say?

Rothschild & Co Redburn lowered its price target for Sherwin‑Williams (SHW) to $420 from $410 while keeping a buy recommendation. The firm cited a reassessment of the company’s earnings outlook and a more conservative view of future growth. The downgrade reflects concerns over margin pressure and a potential slowdown in the paint market. Investors should monitor the company’s quarterly earnings for updates on cost dynamics and sales momentum. The rating suggests that, despite the target cut, the stock remains attractive relative to peers.

What did this article say?

Sherwin‑Williams is positioned to benefit from the growing demand for glass flake coatings that offer superior corrosion resistance and sustainability. The market is projected to grow modestly, and the company’s focus on high‑performance, water‑based solutions aligns with infrastructure and heavy‑industry trends. Investors should monitor the company’s product pipeline and pricing power as the sector expands.

What did this article say?

Sherwin‑Williams has delivered strong returns, but current valuations suggest limited upside without stronger earnings or cash flow. The company’s ability to convert earnings into cash remains a key driver for future valuation potential. Traders should watch earnings guidance and cash‑flow generation for signs of value creation.

What did this article say?

An insider sale by a senior executive reduced personal holdings but left significant exposure, occurring while the stock trades near $359. The move may signal confidence in the company’s prospects, yet the valuation debate remains open. Traders should consider the potential impact of insider activity on short‑term sentiment and the broader valuation narrative.

What did this article say?

Sherwin‑Williams has introduced Krylon Harmony, a water‑based spray paint that works indoors and outdoors year‑round. The new formula reduces odor, lowers flammability, and simplifies cleanup, addressing key barriers that have limited spray paint adoption. Krylon Harmony targets both DIY consumers and professionals, expanding the brand’s reach into home, craft, and commercial markets. The launch signals SHW’s push into low‑toxicity, high‑performance coatings amid growing demand for safer, more versatile paint solutions. Investors should monitor early sales traction and any cost impacts from the new formulation.

What did this article say?

Karl Jorgenrud, a senior executive at Sherwin‑Williams, liquidated 7,886 shares through a cashless exercise of options granted nearly a decade ago. The sale reduced his direct holdings by 40% while he still retains over 13,000 shares. The transaction reflects a routine option exercise rather than a signal of negative confidence in the company. However, the sizable cash proceeds may indicate personal liquidity needs or a shift in portfolio allocation. Market participants should watch for any subsequent insider trading activity that could suggest changing sentiment.

What did this article say?

Sherwin‑Williams has trailed the broader market over the past year, yet analysts remain cautiously bullish. The company’s earnings guidance and product demand outlook continue to support a positive trajectory. Investors should monitor quarterly earnings releases and any shifts in paint‑industry demand that could influence the stock’s performance.