The Sherwin-Williams Company (SHW) Stock Price & Analysis
The Sherwin-Williams Company (SHW) closed at USD 345.63 on Thursday, October 22, 2026, up 2.48% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 337.27; the Oct 22, 2026 session ranged USD 334.79–346.19 on volume of 1,697,886 shares. Market capitalization is $83.90B, with a 52-week range of USD 289.86–377.77 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:25 UTC.
Also available as compact Markdown for AI agents: nexqual.com/SHW.md
Key facts (SHW)
- Last four reported quarters (through Jun 30, 2026): revenue $24.4B, net income $2.69B (11.0% margin), free cash flow $3.21B (SEC filings).
- Valuation: P/E 31.2x (avg 32.5x at the last 3 fiscal year-ends), net debt $9.53B.
- 7 of 80 tracked superinvestors hold SHW (13F, Q2 2026): 0 new, 4 added, 1 reduced, 2 unchanged.
- Analysts: Buy (mean 2.38 on a 1–5 scale) (29 analysts), mean target USD 383.13 (range 340–420).
- Total return with dividends: 1Y +5.2% vs S&P 500 +14.9%; 5Y +17.9% vs S&P 500 +80.3%.
- Next earnings: 2026-10-27, EPS estimate USD 3.69, revenue estimate $6.78B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (SHW)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $19.9B | $22.1B | $23.1B | $23.1B | $23.6B | $24.4B |
| Gross profit | $8.54B | $9.33B | $10.8B | $11.2B | $11.5B | — |
| Operating income | $3.08B | $3.40B | $4.16B | — | — | — |
| Net income | $1.86B | $2.02B | $2.39B | $2.68B | $2.57B | $2.69B |
| EPS (diluted) | $6.98 | $7.72 | $9.25 | $10.55 | $10.26 | — |
| Free cash flow | $1.87B | $1.28B | $2.63B | $2.08B | $2.65B | $3.21B |
| Gross margin | 42.8% | 42.1% | 46.7% | 48.5% | 48.8% | — |
| Operating margin | 15.5% | 15.3% | 18.1% | — | — | — |
| Net margin | 9.3% | 9.1% | 10.4% | 11.6% | 10.9% | 11.0% |
| Revenue growth | +8.6% | +11.1% | +4.1% | +0.2% | +2.1% | — |
| Cash + short-term investments | $166M | $199M | $277M | $210M | $207M | — |
| Total debt | $8.85B | $9.59B | $9.48B | $9.23B | $9.67B | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (SHW)
P/E 31.2x · P/S 3.4x · EV/Sales 3.8x · P/FCF 26.1x · P/B 21.8x · FCF yield 3.83% · Earnings yield 3.20% · Dividend yield (paid, TTM) 0.94% · Net debt $9.53B · EV $93.4B
P/E at fiscal year-ends: Dec 2025 31.6x, Dec 2024 32.2x, Dec 2023 33.7x.
Superinvestors (SEC 13F-HR, Q2 2026) (SHW)
7 of 80 tracked investors hold SHW. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Jensen Investment Management | 4.50% | $186M | Reduced -13.9% | |
| Viking Global | Viking Global Investors | 3.80% | $1.33B | Added +24.5% |
| Lee Ainslie | Maverick Capital | 1.79% | $198M | Added +46.8% |
| Mairs & Power | Mairs & Power Funds | 1.39% | $152M | Added +0.7% |
| Torray Funds | 0.57% | $4.2M | Added +4.8% | |
| Chase Coleman | Tiger Global Management | 0.37% | $88.5M | Unchanged |
| Thomas Gayner | Markel Group | 0.25% | $32.4M | Unchanged |
Analysts (SHW)
Consensus Buy (mean 2.38 on a 1–5 scale), 29 analysts; mean target USD 383.13 (low 340, high 420).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-13 | Barclays | Initiated | Equal-Weight | $348 |
| 2026-10-09 | RBC Capital | Target lowered | Outperform | $420 → $392 |
| 2026-10-05 | UBS | Target lowered | Neutral | $390 → $363 |
| 2026-09-25 | RBC Capital | Reiterated | Outperform | $420 |
| 2026-09-25 | Wells Fargo | Target lowered | Equal-Weight | $360 → $340 |
| 2026-09-22 | RBC Capital | Reiterated | Outperform | $420 |
| 2026-09-11 | Keybanc | Initiated | Sector Weight | |
| 2026-08-25 | DA Davidson | Initiated | Buy | $400 |
| 2026-08-03 | Guggenheim | Initiated | Buy | $400 |
| 2026-07-29 | Morgan Stanley | Target raised | Overweight | $385 → $395 |
| 2026-07-29 | JP Morgan | Target raised | Overweight | $365 → $380 |
| 2026-07-29 | Wells Fargo | Target raised | Equal-Weight | $350 → $360 |
Total return (dividends reinvested) (SHW)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +5.2% | +17.9% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +5.2% | +3.4% |
| Volatility (annualized) | 27.7% | 27.1% |
| Max drawdown | -21.0% (Feb 2026→Jun 2026) | -42.3% (Dec 2021→Oct 2022) |
SHW analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $3.69 | $3.58 | +3.1% | $6.78B | 24 |
| Next quarter (ends Dec 2026) | $2.36 | $2.28 | +3.3% | $5.89B | 24 |
| Current fiscal year (ends Dec 2026) | $12.09 | $11.75 | +2.9% | $25.12B | 29 |
| Next fiscal year (ends Dec 2027) | $13.50 | $13.30 | +1.5% | $26.26B | 29 |
SHW options: expected move
Options price a move of about ±7.3% (±$25.30) by Nov 20, 2026, which includes earnings on Oct 27, 2026.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 32.0% | ±7.3% |
| Dec 18, 2026 | 56 | 29.1% | ±9.3% |
| Jan 15, 2027 | 84 | 27.4% | ±10.6% |
| Mar 19, 2027 | 147 | 27.7% | ±14.1% |
| Jun 17, 2027 | 237 | 27.6% | ±17.8% |
| Sep 17, 2027 | 329 | 27.6% | ±21.0% |
30-day implied volatility 31.4% vs 22.4% realized over the last 30 trading days. Put/call ratio (volume) 0.22. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 09:25 UTC)
| Price | USD 345.63 |
|---|---|
| Change | ▲ 2.48% (up) |
| Previous Close | USD 337.27 |
| Open | USD 335.09 |
| Day Range | USD 334.79 – 346.19 |
| 52-Week Range | USD 289.86 – 377.77 |
| Volume | 1,697,886 shares |
| Market Cap | $83.90B |
| Exchange | NYQ |
Technical Analysis (SHW)
Nexqual's technical model rates SHW "BUY" based on 5 bullish and 2 bearish signals across 127 daily candles, as of October 23, 2026 at 09:25 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 65.08 (neutral) |
| vs SMA50 | Above (USD 332.04) |
| MACD | 2.58 (positive) |
Analyst Ratings (SHW)
Wall Street analysts rate SHW "Buy" based on 29 analysts, with a mean price target of USD 383.13 (range USD 340–420), per Nexqual as of October 23, 2026 at 09:25 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 29 |
| Mean Target | USD 383.13 |
| High Target | USD 420 |
| Low Target | USD 340 |
| Buy / Hold / Sell | 15 / 14 / 0 |
Earnings (SHW)
| Next Earnings Date | 2026-10-27 |
|---|---|
| EPS Estimate | USD 3.69 |
| Revenue Estimate | $6.78B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 3.7 vs est 3.52 ▲ beat |
| 2026-03-31 | USD 2.35 vs est 2.27 ▲ beat |
| 2025-12-31 | USD 2.23 vs est 2.16 ▲ beat |
| 2025-09-30 | USD 3.59 vs est 3.44 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:25 UTC.
Financials & Fundamentals (SHW)
| Total Revenue | $24.41B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +7.50% |
| Gross Margin | +48.98% |
| Operating Margin | +18.12% |
| Profit Margin | +11.01% |
| ROE | +65.12% |
| Debt / Equity | 3.9 |
| Current Ratio | 0.73 |
| Total Cash | $293.50M |
| Total Debt | $15.03B |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $3.21B (13.2% of revenue) |
Source: Nexqual, October 23, 2026 at 09:25 UTC.
Financial Health Score (SHW)
Nexqual rates The Sherwin-Williams Company's overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 09:25 UTC.
| Growth | Mixed — Revenue +2.1% YoY (annual), slow |
|---|---|
| Profitability | Strong — Gross margin 49%, operating 18% (last 12 months) |
| Balance Sheet | Critical — $294M cash and investments vs $9.83B debt (Jun 2026, SEC) |
| Cash Flow | Solid — FCF $3.21B (last 4 quarters to Jun 2026, SEC), 13% margin |
| Efficiency | Strong — ROE 65%, ROA 9.5% |
Ownership (SHW)
| Insider Ownership | +6.22% |
|---|---|
| Institutional Ownership | +85.04% |
| Shares Outstanding | 242.76M |
| Float | 224.68M |
| Short % of Float | +2.85% |
Source: Nexqual, October 23, 2026 at 09:25 UTC.
Leadership (SHW)
The Sherwin-Williams Company is led by Heidi G. Petz, Chairman, CEO & President, per Nexqual as of October 23, 2026 at 09:25 UTC.
| Chairman, CEO & President | Heidi G. Petz |
|---|---|
| President of Global Architectural | Justin T. Binns |
| President of Global Industrial | Karl J. Jorgenrud |
| Senior VP of Finance & CFO | Benjamin E. Meisenzahl |
| Senior Vice President of Investor Relations & Corporate Communications | James R. Jaye |
Major Backers & Investors (SHW)
Notable institutional backers of The Sherwin-Williams Company include FMR, LLC, Morgan Stanley, Fidelity, according to Nexqual as of October 23, 2026 at 09:25 UTC.
Active Investors
| Investor | Stake |
|---|---|
| FMR, LLC | 3.06% |
| Morgan Stanley | 2.74% |
| Fidelity | 2.31% |
| NORGES BANK | 1.66% |
| Viking Global | 1.6% |
| Alliancebernstein L.P. | 1.45% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 8.48% |
| BlackRock | 7.3% |
| State Street | 6.41% |
| Geode Capital | 2.16% |
Source: Nexqual, October 23, 2026 at 09:25 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| ECL | Ecolab Inc. | USD 292.3 | ▲ 1.46% |
| APD | Air Products and Chemicals, Inc | USD 308.22 | ▲ 1.84% |
| LIN | Linde plc | USD 510.36 | ▲ 1.96% |
| PPG | PPG Industries, Inc. | USD 113.09 | ▲ 2.65% |
| IFF | International Flavors & Fragran | USD 93.83 | ▲ 3.08% |
| LYB | LyondellBasell Industries NV | USD 65.37 | ▲ 3.32% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:25 UTC. This page is informational and not investment advice.
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