Recent discussions on X about Sherwin-Williams (SHW) have centered around the company's latest Q2 2025 earnings report, which revealed a mixed performance amid a challenging demand environment. Posts on the platform highlight the company's lowered full-year earnings guidance, with adjusted earnings per share now projected at $11.20 to $11.50, down from previous expectations. Many users are debating the impact of persistent softness in demand and supply chain inefficiencies on the stock's future trajectory.
Additionally, there’s a notable focus on Sherwin-Williams' decision to double its restructuring target to $105 million as a response to competitive pressures and ongoing market headwinds. Some discussions express skepticism about the stock’s high valuation multiples, with a few users suggesting that without near-term improvements in the economic environment, further downward revisions could be on the horizon. The tone on X reflects a cautious outlook as investors weigh the company’s strategic moves against broader industry challenges.
Note: This discussion summary was generated from an AI condensation of post data.
Sherwin-Williams 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 JEFFERSON SHREVE has traded it 2 times. They made 1 purchase worth up to $50,000 on 02/24 and 1 sale worth up to $50,000 on 05/12.
- REPRESENTATIVE JARED MOSKOWITZ purchased up to $15,000 on 04/07.
- REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 04/07.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Sherwin-Williams Insider Trading Activity
Sherwin-Williams 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:
- TODD D REA (President, Consumer Brands Grp) sold 4,223 shares for an estimated $1,516,732
- COLIN M. DAVIE (Pres. & GM, Glob. Supply Chain) sold 2,799 shares for an estimated $1,008,490
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Sherwin-Williams Hedge Fund Activity
We have seen 699 institutional investors add shares of Sherwin-Williams stock to their portfolio, and 783 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN added 3,506,491 shares (+11741.5%) to their portfolio in Q1 2025, for an estimated $1,224,431,592
- GAMMA INVESTING LLC removed 1,631,431 shares (-99.7%) from their portfolio in Q2 2025, for an estimated $560,168,148
- PRICE T ROWE ASSOCIATES INC /MD/ added 1,505,341 shares (+21.0%) to their portfolio in Q1 2025, for an estimated $525,650,023
- FMR LLC removed 875,720 shares (-13.3%) from their portfolio in Q1 2025, for an estimated $305,792,666
- AMUNDI removed 727,650 shares (-40.5%) from their portfolio in Q1 2025, for an estimated $254,088,103
- JPMORGAN CHASE & CO added 726,861 shares (+35.8%) to their portfolio in Q1 2025, for an estimated $253,812,592
- ASSENAGON ASSET MANAGEMENT S.A. added 719,965 shares (+601.0%) to their portfolio in Q2 2025, for an estimated $247,207,182
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Sherwin-Williams Government Contracts
We have seen $3,035,063 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
- SEPA EPOXY PRIMER COATIN: $410,000
- PAINT COATINGS AND RELATED SUPPLIES USS BATAAN: $375,833
- USS LABOON (DDG-58) PAINT COATING AND RELATED PRODUCTS: $136,264
- EPOXY PAINT: $128,000
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Sherwin-Williams Analyst Ratings
Wall Street analysts have issued reports on $SHW in the last several months. We have seen 7 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- UBS issued a "Buy" rating on 07/23/2025
- BMO Capital issued a "Outperform" rating on 07/23/2025
- Mizuho issued a "Outperform" rating on 07/23/2025
- Wells Fargo issued a "Overweight" rating on 07/23/2025
- B of A Securities issued a "Underperform" rating on 06/23/2025
- RBC Capital issued a "Outperform" rating on 05/01/2025
- Morgan Stanley issued a "Overweight" rating on 04/22/2025
To track analyst ratings and price targets for Sherwin-Williams, check out Quiver Quantitative's $SHW forecast page.
Sherwin-Williams Price Targets
Multiple analysts have issued price targets for $SHW recently. We have seen 12 analysts offer price targets for $SHW in the last 6 months, with a median target of $382.5.
Here are some recent targets:
- Michael Sison from Wells Fargo set a target price of $400.0 on 07/23/2025
- Jeffrey Zekauskas from JP Morgan set a target price of $378.0 on 07/23/2025
- Patrick Cunningham from Citigroup set a target price of $375.0 on 07/23/2025
- John McNulty from BMO Capital set a target price of $391.0 on 07/23/2025
- Garik Shmois from Loop Capital set a target price of $380.0 on 07/23/2025
- John Roberts from Mizuho set a target price of $385.0 on 07/23/2025
- Joshua Spector from UBS set a target price of $395.0 on 07/23/2025
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.
