Sherwin-Williams

SHW

Market cap $85.2B

Sherwin-Williams (SHW) reported earnings 30 days ago. What's next for the stock?

The Touchstone Dividend Equity Fund (Class A Shares, Load Waived) outperformed its benchmark, the Russell 1000 Value Index for the quarter ended September 30, 2025. Selection within Information Technology, Health Care, and Financials was the primary driver of positive relative returns, while selection within Communication Services and Materials detracted modestly. The Fund added one new name during the quarter, Sherwin-Williams Co. (SHW) and sold one name, Intel Corp. (INTC).

Ali Flynn Phillips, Obermeyer Wealth president and partner, joins 'Fast Money' to talk her bull case for paint manufacturer Sherwin Williams.

The Sherwin-Williams Company ( SHW ) Discusses CFO Transition and Appointment of New Chief Financial Officer November 4, 2025 10:00 AM EST Company Participants Heidi Petz - Chairman, CEO & President Allen Mistysyn - Senior VP of Finance & CFO Benjamin Meisenzahl James Jaye - Senior Vice President of Investor Relations & Corporate Communications Conference Call Participants Vincent Andrews - Morgan Stanley, Research Division Arun Viswanathan - RBC Capital Markets, Research Division Christopher Parkinson - Wolfe Research, LLC Presentation Operator Good morning. Thank you for joining the Sherwin-Williams conference to discuss the election of the company's next Chief Financial Officer announced yesterday and effective January 1, 2026.

Selection is the result of a disciplined succession process to ensure a seamless transition focused on continued profitable growth, disciplined capital allocation and financial excellence CLEVELAND , Nov. 3, 2025 /PRNewswire/ -- The Sherwin-Williams Company (NYSE: SHW) announced today that its Board of Directors has elected Benjamin E. Meisenzahl to serve as the Company's next Chief Financial Officer (CFO), effective January 1, 2026.

Dividend growth stocks tend to make excellent long-term investments. They often feature a strong business model, effective management, healthy balance sheets, and steady growth.

The Sherwin-Williams Company posted solid Q3 '25 results, with sales up 3.2% and net income rising 3.3% despite soft end-market demand. SHW stock trades at a premium 26x forward P/E, relying on optimistic 2026 EPS growth projections, which may be difficult given real estate headwinds. The Paint Stores Group showed resilience, but Consumer Brands and Performance Coatings segments faced challenges, highlighting uneven demand across channels.

SHW tops Q3 earnings and sales forecasts on stronger Paint Stores performance.

The Sherwin-Williams Company (NYSE:SHW ) Q3 2025 Earnings Call October 28, 2025 10:00 AM EDT Company Participants James Jaye - Senior Vice President of Investor Relations & Corporate Communications Heidi Petz - Chairman, CEO & President Allen Mistysyn - Senior VP of Finance & CFO Conference Call Participants Ghansham Panjabi - Robert W. Baird & Co. Incorporated, Research Division Jeffrey Zekauskas - JPMorgan Chase & Co, Research Division Vincent Andrews - Morgan Stanley, Research Division John McNulty - BMO Capital Markets Equity Research Aleksey Yefremov - KeyBanc Capital Markets Inc., Research Division Michael Harrison - Seaport Research Partners Michael Sison - Wells Fargo Securities, LLC, Research Division John Ezekiel Roberts - Mizuho Securities USA LLC, Research Division Arun Viswanathan - RBC Capital Markets, Research Division Patrick Cunningham - Citigroup Inc., Research Division Joshua Spector - UBS Investment Bank, Research Division David Begleiter - Deutsche Bank AG, Research Division Kevin McCarthy - Vertical Research Partners, LLC Christopher Parkinson - Wolfe Research, LLC Gregory Melich - Evercore ISI Institutional Equities, Research Division Garik Shmois - Loop Capital Markets LLC, Research Division Eric Bosshard - Cleveland Research Company LLC Charles Cerankosky - Northcoast Research Partners, LLC Laurence Alexander - Jefferies LLC, Research Division Patrick Fischer - Goldman Sachs Group, Inc., Research Division Presentation Operator Good morning.

Although the revenue and EPS for Sherwin-Williams (SHW) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.