Sherwin-Williams Falls as Investors Weigh Earnings, Housing Weakness, and Cost Risks

Sherwin-Williams Company (SHW) is down 3.1% today. Here is some analysis on what might have caused this price movement.

Analysis: The pullback appears tied to a mix of event risk ahead of next week’s quarterly report and persistent concern about weak housing-linked demand. Higher oil prices may also have added pressure because investors often worry that rising energy and petrochemical costs can squeeze margins for paint and coatings makers.

Details:

Sherwin-Williams is scheduled to release second-quarter 2026 results on July 28, which can prompt investors to cut exposure before a major update.

In its first-quarter release, Sherwin-Williams reaffirmed full-year guidance but said it expected little to no recovery in most end markets and flagged demand uncertainty along with possible inflation in raw materials, energy, logistics, and packaging.

Recent U.S. housing data has remained soft, including weaker existing home sales and lower homebuilder sentiment, which matters because Sherwin-Williams has meaningful exposure to residential repaint and construction activity.

A recent analyst downgrade highlighted concern that a slower housing recovery could delay earnings improvement, reinforcing a cautious backdrop around the stock.

Sources:

Sherwin-Williams, SEC, Reuters

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$SHW Insider Trading Activity

$SHW 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
BRYAN J YOUNG (SVP - Corp Strategy & Devel.) sold 2,513 shares for an estimated $915,913

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$SHW Hedge Fund Activity

We have seen 595 institutional investors add shares of $SHW stock to their portfolio, and 841 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

CAPITAL INTERNATIONAL INVESTORS removed 1,942,687 shares (-96.2%) from their portfolio in Q1 2026, for an estimated $613,617,115
ROCKEFELLER CAPITAL MANAGEMENT L.P. removed 1,839,189 shares (-94.8%) from their portfolio in Q1 2026, for an estimated $580,926,237
FMR LLC added 1,801,633 shares (+34.8%) to their portfolio in Q1 2026, for an estimated $569,063,799
CAPITAL WORLD INVESTORS added 932,507 shares (+70.5%) to their portfolio in Q1 2026, for an estimated $294,541,661
DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN removed 921,196 shares (-25.4%) from their portfolio in Q1 2026, for an estimated $290,968,968
CITADEL ADVISORS LLC removed 598,136 shares (-57.9%) from their portfolio in Q1 2026, for an estimated $188,927,236
BESSEMER GROUP INC removed 592,553 shares (-97.3%) from their portfolio in Q1 2026, for an estimated $187,163,790

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$SHW Government Contracts

We have seen $2,113,395 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:

C410B PROCUREMENT OF NAVSEA APPROVED ORIGINAL EQUIPMENT MANUFACTURER PAINT MATERIALS AND TECHNICAL REPRESEN...: $438,025
UNDERWATER HULL PAINTING FOR THE USS COLE (DDG 67): $104,900
USS THE SULLIVANS (DDG 68) HULL PRESERVATION: $90,826
VARIOUS PAINTS AND PAINT MATERIAL FOR AMK 23,25,27,28'S: $65,953

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.

$SHW Congressional Stock Trading

Members of Congress have traded $SHW stock 4 times in the past 6 months. Of those trades, 2 have been purchases and 2 have been sales.

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

REPRESENTATIVE MARIA ELVIRA SALAZAR has traded it 4 times. They made 2 purchases worth up to $65,000 on 04/20 and 2 sales worth up to $30,000 on 05/12.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$SHW Price Targets

Multiple analysts have issued price targets for $SHW recently. We have seen 9 analysts offer price targets for $SHW in the last 6 months, with a median target of $371.0.

Here are some recent targets:

Arun Viswanathan from RBC Capital set a target price of $405.0 on 07/08/2026
John McNulty from BMO Capital set a target price of $400.0 on 07/06/2026
Patrick Cunningham from Citigroup set a target price of $380.0 on 06/24/2026
Joshua Spector from UBS set a target price of $330.0 on 06/02/2026
Greg Melich from Evercore ISI Group set a target price of $400.0 on 05/08/2026
Jeffrey Zekauskas from JP Morgan set a target price of $365.0 on 04/29/2026
Michael Sison from Wells Fargo set a target price of $350.0 on 04/29/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.