SHW

AI Research

Q4 EPS $2.23 Beats Estimates → Argus Cuts PT to $355 Amid Short-Term Downtrend

Sherwin-Williams reported better-than-expected Q4 2025 earnings with EPS of $2.23 versus the $2.16 projection and revenue of $5.6 billion versus the $5.57 billion estimate, demonstrating resilient demand despite housing market headwinds. Argus lowered its price target to $355 from $375 while maintaining a Buy rating, and the stock currently trades at $322.71 near its 52-week low of $308.84. The company declared a quarterly dividend of $0.80 per share paid on March 13, 2026, and while new Buy recommendations emerged today, institutional selling by Capitolis Liquid Global Markets (-73.1%) reflects concerns about elevated valuation in a weak housing environment.