Is Wall Street Bullish or Bearish on Sherwin-Williams Stock?

Company Overview - The Sherwin-Williams Company, based in Cleveland, Ohio, specializes in the development, manufacture, distribution, and sale of paint, coatings, and related products for various customer segments including professional, industrial, commercial, and retail [1] Stock Performance - Over the past year, Sherwin-Williams shares have underperformed the broader market, with a 1.5% increase compared to the S&P 500 Index's 14.9% return [2] - Year-to-date, the company's shares have risen 12.5%, outperforming the S&P 500's 1.8% gain [2] - The stock has lagged behind the State Street Materials Select Sector SPDR ETF, which increased by 18.7% over the past 52 weeks [3] Financial Performance - On January 29, Sherwin-Williams reported Q4 2025 adjusted EPS of $2.23 and revenue of $5.6 billion, exceeding expectations [6] - The company achieved record full-year net sales of $23.57 billion and provided guidance for 2026 adjusted EPS in the range of $11.50 to $11.90 [6] - For the fiscal year ending December 2026, analysts project a 4.3% year-over-year increase in adjusted EPS to $11.92 [7] Analyst Ratings and Price Targets - Among 26 analysts covering Sherwin-Williams, the consensus rating is a "Moderate Buy," with 14 "Strong Buy" ratings, two "Moderate Buys," nine "Holds," and one "Strong Sell" [7] - Mizuho raised the price target for Sherwin-Williams to $400 while maintaining an "Outperform" rating, with a mean price target of $392.19 representing an 8.8% premium to current levels [8] - The highest price target of $420 implies a potential upside of 16.5% from current price levels [8]