Update shared on 29 Oct 2025
Fair value Decreased 0.29%The analyst consensus price target for Sherwin-Williams has decreased slightly by $1.10 to $378.43. Analysts cite ongoing macroeconomic uncertainty, weaker margins, and inconsistent demand across key end markets.
Analyst Commentary
Recent research on Sherwin-Williams highlights a range of perspectives from market observers, reflecting ongoing uncertainty in the sector.
Bullish Takeaways- Bullish analysts have raised their price targets, with some projecting values up to $400. This signals longer-term confidence in Sherwin-Williams' execution and recovery potential.
- Share gains and investments aimed at enhancing competitive advantages are seen as positioning the company for amplified leverage when end markets recover.
- Some analysts maintain Outperform and Neutral ratings despite headwinds. This suggests belief in Sherwin-Williams' ability to weather near-term challenges and capitalize on industry rebounds.
- Several analysts have tempered targets and highlighted that demand weakness, combined with margin pressure, continues to weigh on both short-term performance and forward estimates.
- There is persistent caution regarding the macroeconomic backdrop, as inconsistent results across end markets and lackluster volume growth limit visibility on near-term growth trajectory.
- Forecasts for consensus earnings in 2026 and 2027 are seen as at risk of drifting lower, especially without significant easing in mortgage rates and improvement in consumer sentiment.
- Expectations that a weak seasonal second quarter could lead to a stronger fourth quarter have not materialized. This further reinforces near-term uncertainty for the stock.
What's in the News
- Sherwin-Williams completed the repurchase of 2,050,000 shares between July and September 2025, totaling $723.86 million. This brings the aggregate buyback to 105,075,000 shares for $15,946.01 million since 2011 (Key Developments).
- New guidance for the fourth quarter anticipates net sales to increase in the low to mid-single digit percentage range (Key Developments).
- Full-year 2025 guidance forecasts consolidated net sales to rise by a low-single digit percentage, with diluted net income per share expected to be between $10.16 and $10.36, including acquisition and restructuring costs. This compares to $10.55 per share in 2024 (Key Developments).
Valuation Changes
- The Fair Value Estimate has decreased slightly from $379.52 to $378.43.
- The Discount Rate has risen modestly from 7.57% to 7.61%.
- The Revenue Growth Expectation has declined marginally from 4.49% to 4.36%.
- The Net Profit Margin Forecast has fallen from 13.04% to 12.73%.
- The Future P/E Ratio has increased from 33.30x to 34.03x.
Disclaimer
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