Sherwin-Williams Company (SHW) Stock Falls on Q4 2025 Earnings

Sherwin-Williams Company (SHW) reported fourth-quarter 2025 results with total revenue up 5.64% year-over-year to $5.6 billion. Gross profit rose 5.42% to $2.71 billion, and operating profit increased 8.56% to $758 million.

Total revenue: $5.6 billion (+5.64% year-over-year).

Gross profit: $2.71 billion (+5.42% year-over-year).

Operating profit: $758 million (+8.56% year-over-year).

Net income attributable to common shareholders: $477 million (-0.69% year-over-year); diluted earnings per share: $1.92 (+1.05% year-over-year).

Cash flow and liquidity showed improvement in operating cash generation while capital investment eased.

Cash from operating activities: $1.09 billion (+16.91% year-over-year).

Purchases of property, plant and equipment: $230.4 million (-23.2% year-over-year).

Cash and cash equivalents: $207.2 million (-1.52% year-over-year).

Cost of sales came in at $2.88 billion (+5.85% year-over-year) and total liabilities were $21.3 billion (+8.79% year-over-year). SHW shares were down 1.76% since the market opened this morning.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Sherwin-Williams Company Insider Trading Activity

Sherwin-Williams Company insiders have traded $SHW stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.

Here’s a breakdown of recent trading of $SHW stock by insiders over the last 6 months:

COLIN M. DAVIE (Pres. & GM, Glob. Supply Chain) sold 2,976 shares for an estimated $1,069,872
JUSTIN T BINNS (President, Glob. Architectural) sold 609 shares for an estimated $224,611

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

Sherwin-Williams Company Hedge Fund Activity

We have seen 654 institutional investors add shares of Sherwin-Williams Company stock to their portfolio, and 934 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

PRICE T ROWE ASSOCIATES INC /MD/ removed 5,227,671 shares (-59.0%) from their portfolio in Q4 2025, for an estimated $1,693,922,234
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 4,019,343 shares (-66.5%) from their portfolio in Q4 2025, for an estimated $1,302,387,712
ROCKEFELLER CAPITAL MANAGEMENT L.P. added 1,839,704 shares (+1844.5%) to their portfolio in Q4 2025, for an estimated $596,119,287
JPMORGAN CHASE & CO removed 1,410,762 shares (-46.2%) from their portfolio in Q4 2025, for an estimated $457,129,210
D. E. SHAW & CO., INC. added 1,203,457 shares (+615.5%) to their portfolio in Q4 2025, for an estimated $389,956,171
MORGAN STANLEY removed 1,001,282 shares (-13.7%) from their portfolio in Q4 2025, for an estimated $324,445,406
D1 CAPITAL PARTNERS L.P. added 962,124 shares (+inf%) to their portfolio in Q4 2025, for an estimated $311,757,039

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Sherwin-Williams Company Government Contracts

We have seen $2,320,162 of award payments to $SHW over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

CODE 410B. PROCUREMENT OF NAVSEA APPROVED ORIGINAL EQUIPMENT MANUFACTURER PAINT MATERIALS AND TECHNICAL RE...: $451,145
C410B PROCUREMENT OF NAVSEA APPROVED ORIGINAL EQUIPMENT MANUFACTURER PAINT MATERIALS AND TECHNICAL REPRESEN...: $438,025
BLUE FAST CLAD: $163,650
USS LABOON (DDG-58) PAINT COATING AND RELATED PRODUCTS: $136,264
PAINT COATING AND RELATED PRODUCTS FOR THE USS PORTER: $116,780

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.

Sherwin-Williams Company Congressional Stock Trading

Members of Congress have traded $SHW stock 7 times in the past 6 months. Of those trades, 1 have been purchases and 6 have been sales.

Here’s a breakdown of recent trading of $SHW stock by members of Congress over the last 6 months:

REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 10/30 and 2 sales worth up to $30,000 on 10/31, 10/30.
REPRESENTATIVE JARED MOSKOWITZ has traded it 3 times. They made 0 purchases and 3 sales worth up to $80,000 on 10/10.
REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

Sherwin-Williams Company Analyst Ratings

Wall Street analysts have issued reports on $SHW in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

UBS issued a "Buy" rating on 01/12/2026
RBC Capital issued a "Outperform" rating on 10/29/2025
Wells Fargo issued a "Overweight" rating on 10/10/2025
Evercore ISI Group issued a "Outperform" rating on 08/26/2025

To track analyst ratings and price targets for Sherwin-Williams Company, check out Quiver Quantitative's $SHW forecast page.

Sherwin-Williams Company Price Targets

Multiple analysts have issued price targets for $SHW recently. We have seen 8 analysts offer price targets for $SHW in the last 6 months, with a median target of $395.0.

Here are some recent targets:

John Roberts from Mizuho set a target price of $410.0 on 02/17/2026
Arun Viswanathan from RBC Capital set a target price of $390.0 on 01/30/2026
Joshua Spector from UBS set a target price of $415.0 on 01/12/2026
Patrick Cunningham from Citigroup set a target price of $390.0 on 12/18/2025
Michael Sison from Wells Fargo set a target price of $410.0 on 10/29/2025
Jeffrey Zekauskas from JP Morgan set a target price of $385.0 on 10/29/2025
Steve Byrne from B of A Securities set a target price of $368.0 on 10/14/2025