Sherwin-Williams gains after ending AkzoNobel pursuit

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

Analysis: The most likely catalyst is investor relief after Sherwin-Williams and Nippon Paint ended their effort to acquire AkzoNobel. That removes the risk of a large cross-border deal and lets investors refocus on Sherwin-Williams’ core business, which recently posted a quarterly earnings beat and kept full-year guidance in place.

Details:

Sherwin-Williams and Nippon Paint said on June 3 that they were ending their joint effort to buy AkzoNobel after the Dutch company rejected the proposal.

The abandoned bid would have been a major transaction, so backing away may have eased concerns about deal risk, financing demands, and integration complexity.

In its first-quarter 2026 release, Sherwin-Williams reported net sales of about $5.67 billion, up 6.8% year over year, with growth across all three segments.

The company also reaffirmed its 2026 outlook in that earnings release, giving investors a stable operating backdrop as the acquisition overhang lifted.

Sources:

Sherwin-Williams Investor Relations, SEC, Investing.com

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 655 institutional investors add shares of $SHW stock to their portfolio, and 980 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
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
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

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 $1,865,094 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
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 Analyst Ratings

Wall Street analysts have issued reports on $SHW in the last several months. We have seen 1 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

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

$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 $365.0.

Here are some recent targets:

John McNulty from BMO Capital set a target price of $355.0 on 06/04/2026
Patrick Cunningham from Citigroup set a target price of $355.0 on 06/04/2026
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
Michael Sison from Wells Fargo set a target price of $350.0 on 04/29/2026
Jeffrey Zekauskas from JP Morgan set a target price of $365.0 on 04/29/2026
Steve Byrne from B of A Securities set a target price of $365.0 on 04/21/2026

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.