SHERWIN WILLIAMS CO(SHW)Stock Analysis
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Rank #785 of 2,961 stocksTOP 50%
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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
SHW Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for SHERWIN WILLIAMS CO (SHW), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores SHW at 61.3/100 on a 32-signal composite quality model, placing it at rank #785 of 2,961 stocks — the top half of the AI-ranked universe. SHW scores in the top quartile across revenue scale (93.7), balance sheet strength (86.0), institutional flow (78.0). Areas of concern include revenue growth (27.1), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), SHERWIN WILLIAMS CO reports quarterly revenue of $6.8B, net income of $843.6M, an operating margin of 16.4%. Top institutional holders of SHW by reported 13-F value include BlackRock, STATE STREET, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. SHW trades on the NYSE exchange and files with the SEC under CIK 89800. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate SHW daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for SHERWIN WILLIAMS CO directly from SEC EDGAR. SHERWIN WILLIAMS CO's 13F Pro composite quality score has ranged between 58 and 75 since 2021, currently 61.3 — a declining long-term trajectory across 68 quarterly and live scoring snapshots.
What's Driving SHW's Business? Latest 10-Q Breakdown
✓ 24/24 datapoints verifiedAI-extracted from SHERWIN WILLIAMS CO's 10-Q filed 2026-07-28 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Q2 net sales rose 7.5% to $6.789B with all three segments growing, led by a 21.5% Consumer Brands gain from the Suvinil acquisition, lifting diluted EPS 14.3% to $3.43.
Biggest Revenue Drivers
Selling price increases (mid-single digit) plus low-single digit volume growth; same-store sales +4.2%
Selling price increases from product mix, low-single digit volume growth and 2.0% favorable currency
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q2 2026
$6.8B
Net Income
Q2 2026
$843.6M
Free Cash Flow
Q2 2026
$1.2B
Operating Margin
Q2 2026
16.4%
ROIC
Q2 2026
27.9%
D/E Ratio
Q2 2026
3.13
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+2.1% YoYNet Income
-4.2% YoYOperating Income
EPS (Diluted)
-2.7% YoYTotal Assets
+9.6% YoYTotal Debt
+9.9% YoYOp. Cash Flow
+9.5% YoYFree Cash Flow
+27.4% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $23.57B +2.1% | $23.10B +0.2% | $23.05B +4.1% | $22.15B +11.1% | $19.94B +8.6% | $18.36B |
| Net Income | $2.57B -4.2% | $2.68B +12.2% | $2.39B +18.3% | $2.02B +8.4% | $1.86B -8.2% | $2.03B |
| Operating Income | — | — | $4.16B +22.5% | $3.40B +10.2% | $3.08B -8.6% | $3.37B |
| EPS (Diluted) | $10.26 -2.7% | $10.55 +14.1% | $9.25 +19.8% | $7.72 +10.6% | $6.98 +184.5% | $2.45 |
| Total Assets | $25.90B +9.6% | $23.63B +3.0% | $22.95B +1.6% | $22.59B +9.3% | $20.67B +1.3% | $20.40B |
| Total Debt | $10.87B +9.9% | $9.89B +0.4% | $9.85B -6.8% | $10.57B +9.9% | $9.62B +15.6% | $8.32B |
| Operating Cash Flow | $3.45B +9.5% | $3.15B -10.5% | $3.52B +83.4% | $1.92B -14.5% | $2.24B -34.1% | $3.41B |
| Free Cash Flow | $2.65B +27.4% | $2.08B -20.9% | $2.63B +106.5% | $1.28B -31.9% | $1.87B -39.7% | $3.10B |
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13F Pro tracks comprehensive data for SHERWIN WILLIAMS CO including:
Top Institutional Holders of SHW
BlackRock, Inc.
$6.1B17,716,320 shSTATE STREET CORP
$5.4B15,564,560 shVANGUARD CAPITAL MANAGEMENT LLC
$5.2B15,148,139 shFMR LLC
$2.6B7,420,526 shMORGAN STANLEY
$2.3B6,642,716 shVANGUARD PORTFOLIO MANAGEMENT LLC
$1.9B5,432,651 shGEODE CAPITAL MANAGEMENT, LLC
$1.8B5,246,200 shNORGES BANK
$1.4B4,019,051 shVIKING GLOBAL INVESTORS LP
$1.3B3,875,879 shALLIANCEBERNSTEIN L.P.
$1.1B3,522,233 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $6.1B | 17,716,320 |
| STATE STREET CORP | $5.4B | 15,564,560 |
| VANGUARD CAPITAL MANAGEMENT LLC | $5.2B | 15,148,139 |
| FMR LLC | $2.6B | 7,420,526 |
| MORGAN STANLEY | $2.3B | 6,642,716 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.9B | 5,432,651 |
| GEODE CAPITAL MANAGEMENT, LLC | $1.8B | 5,246,200 |
| NORGES BANK | $1.4B | 4,019,051 |
| VIKING GLOBAL INVESTORS LP | $1.3B | 3,875,879 |
| ALLIANCEBERNSTEIN L.P. | $1.1B | 3,522,233 |
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Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
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Popular Research
Is SHW a good stock to buy?
13F Pro's AI-powered analysis of SHERWIN WILLIAMS CO (SHW) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for SHW are available on the SHW stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. SHW is classified as a large company.
Which hedge funds own SHW?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling SHW. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of SHERWIN WILLIAMS CO's investment landscape.