SHERWIN WILLIAMS CO
SHW · Retail-Building Materials, Hardware, Garden Supply · 246.6M shares · -2%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $1.3B (gross $1.4B, SBC $116M)
Reference price $364.47 · est. market cap ~$89.9B — last insider sale, 2026-02-24 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
A85Dominant paint and coatings franchise with a wide moat from its ~5,150-store distribution network and premier brand.
Strengths
- ROE 55.9% (89th pct) and ROA 88.7th pct; net margin 74.6th pct
- Company-operated store moat, pricing power, and 120+ country reach create durable switching advantages
Risks
- High leverage (debt/equity 2.0, 90.6th pct, buyback-driven) and weak liquidity (quick 0.53)
- Soft cyclical demand: revenue +2% and net income -4.2% amid housing/rate weakness
Notable findings
- High leverageHigh leverage (debt/equity 2.03)
- Weak liquidityCurrent ratio 0.87 (<1)
- Buying back stockNet buyback — share count -2%/yr over 4y
- Insider sellingInsider selling — 2 open-market sale(s) by 2 insider(s) (cluster of 2 insiders, ~$2M, last 6mo) Form 4 ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
48.8%
Net margin
10.9%
Return on equity
55.9%
Return on assets
9.9%
Revenue growth (QoQ)
1.3%
Net-income growth
-4.2%
Debt / equity
2.0×
Current ratio
0.9×
Tangible book value
-$7.4B
Cash & investments
$207M
Stock comp / revenue
0.5%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-04-06 | Williams Thomas | Grant | 107 | $315.50 |
| 2026-04-06 | Gamgort Robert James | Grant | 107 | $315.50 |
| 2026-04-06 | THAMAN MICHAEL H | Grant | 107 | $315.50 |
| 2026-04-06 | ANDERSON KERRII B | Grant | 32 | $315.50 |
| 2026-02-24 | Young Bryan J | Sell | 2.5K | $364.47 |
| 2026-02-17 | Lang James P. | Grant | 714 | — |
| 2026-02-17 | Lang James P. | Tax withheld | 230 | $368.59 |
| 2026-02-17 | Davie Colin M. | Grant | 3.3K | — |
| 2026-02-17 | Davie Colin M. | Tax withheld | 1.3K | $368.59 |
| 2026-02-17 | Jorgenrud Karl J | Grant | 9.6K | — |
| 2026-02-17 | Rea Todd D | Grant | 5.1K | — |
| 2026-02-17 | Rea Todd D | Tax withheld | 1.9K | $368.59 |
| 2026-02-17 | Young Bryan J | Grant | 3.9K | — |
| 2026-02-17 | Young Bryan J | Tax withheld | 1.4K | $368.59 |
| 2026-02-17 | Binns Justin T | Grant | 9.9K | — |
| 2026-02-17 | Binns Justin T | Tax withheld | 4.4K | $368.59 |
| 2026-02-17 | Petz Heidi G | Grant | 17K | — |
| 2026-02-17 | Petz Heidi G | Tax withheld | 7.5K | $368.59 |
| 2026-02-17 | Jaye James R | Grant | 2.1K | — |
| 2026-02-17 | Jaye James R | Tax withheld | 639 | $368.59 |
| 2026-02-17 | GARCEAU MARY L | Grant | 9.0K | — |
| 2026-02-17 | GARCEAU MARY L | Tax withheld | 3.6K | $368.59 |
| 2026-02-17 | Jorgenrud Karl J | Tax withheld | 4.4K | $368.59 |
| 2026-02-17 | Meisenzahl Benjamin E. | Grant | 960 | — |
| 2026-02-17 | Meisenzahl Benjamin E. | Tax withheld | 296 | $368.59 |
| 2026-02-17 | Boyce Marlena K. | Grant | 1.3K | — |
| 2026-02-17 | Boyce Marlena K. | Tax withheld | 411 | $368.59 |
| 2026-02-17 | Powell Aaron | Grant | 558 | — |
| 2026-02-17 | Thornton Matthew III | Grant | 558 | — |
| 2026-02-17 | Gamgort Robert James | Grant | 558 | — |
| 2026-02-17 | Williams Thomas | Grant | 558 | — |
| 2026-02-17 | STEWART MARTA R | Grant | 558 | — |
| 2026-02-17 | THAMAN MICHAEL H | Grant | 558 | — |
| 2026-02-17 | ANDERSON KERRII B | Grant | 558 | — |
| 2026-02-17 | FETTIG JEFF M | Grant | 558 | — |
| 2026-02-13 | Petz Heidi G | Tax withheld | 3.3K | $372.49 |
| 2026-02-13 | Binns Justin T | Tax withheld | 1.5K | $372.49 |
| 2026-02-13 | Jorgenrud Karl J | Tax withheld | 1.5K | $372.49 |
| 2026-02-02 | Davie Colin M. | Option exercise | 3.0K | $127.98 |
| 2026-02-02 | Davie Colin M. | Sell | 3.0K | $359.50 |
| 2026-01-09 | ANDERSON KERRII B | Grant | 29 | $345.60 |
| 2026-01-09 | Gamgort Robert James | Grant | 98 | $345.60 |
| 2026-01-09 | Williams Thomas | Grant | 98 | $345.60 |
| 2026-01-09 | THAMAN MICHAEL H | Grant | 98 | $345.60 |
| 2025-12-01 | Mistysyn Allen J | Option exercise | 338 | $295.83 |
| 2025-12-01 | Mistysyn Allen J | Tax withheld | 290 | $344.17 |
| 2025-12-01 | Mistysyn Allen J | Option exercise | 464 | $215.08 |
| 2025-12-01 | Mistysyn Allen J | Tax withheld | 289 | $344.32 |
| 2025-10-03 | Gamgort Robert James | Grant | 98 | $343.81 |
| 2025-10-03 | Williams Thomas | Grant | 98 | $343.81 |
| 2025-10-03 | THAMAN MICHAEL H | Grant | 98 | $343.81 |
| 2025-10-03 | ANDERSON KERRII B | Grant | 29 | $343.81 |
| 2025-08-25 | Binns Justin T | Sell | 609 | $368.82 |
| 2025-08-25 | Binns Justin T | Option exercise | 609 | $79.85 |
| 2025-08-06 | Lang James P. | Sell | 860 | $350.35 |
| 2025-08-06 | Lang James P. | Option exercise | 860 | $186.85 |
| 2025-07-31 | Mistysyn Allen J | Gift | 11K | — |
| 2025-07-07 | Williams Thomas | Grant | 97 | $346.53 |
| 2025-07-07 | THAMAN MICHAEL H | Grant | 97 | $346.53 |
| 2025-07-07 | Gamgort Robert James | Grant | 97 | $346.53 |
| 2025-07-07 | ANDERSON KERRII B | Grant | 29 | $346.53 |
| 2025-06-06 | Rea Todd D | Option exercise | 921 | $186.85 |
| 2025-06-06 | Rea Todd D | Option exercise | 852 | $227.05 |
| 2025-06-06 | Rea Todd D | Option exercise | 913 | $295.83 |
| 2025-06-06 | Rea Todd D | Sell | 4.2K | $359.16 |
| 2025-06-03 | Mistysyn Allen J | Gift | 17K | — |
| 2025-06-03 | Mistysyn Allen J | Gift | 17K | — |
| 2025-06-03 | Mistysyn Allen J | Gift | 38K | — |
| 2025-06-03 | Mistysyn Allen J | Gift | 38K | — |
| 2025-05-27 | Binns Justin T | Gift | 280 | — |
| 2025-04-21 | Gamgort Robert James | Grant | 86 | $329.39 |
| 2025-04-16 | Gamgort Robert James | Grant | 517 | — |
| 2025-04-04 | THAMAN MICHAEL H | Grant | 100 | $338.25 |
| 2025-04-04 | POON CHRISTINE A | Grant | 4 | $338.25 |
| 2025-04-04 | ANDERSON KERRII B | Grant | 30 | $338.25 |
| 2025-04-04 | Williams Thomas L | Grant | 100 | $338.25 |
| 2025-02-27 | Davie Colin M. | Sell | 2.8K | $360.30 |
| 2025-02-18 | Boyce Marlena K. | Grant | 537 | — |
| 2025-02-18 | Boyce Marlena K. | Tax withheld | 179 | $354.25 |
| 2025-02-18 | MORIKIS JOHN G | Grant | 32K | — |
| 2025-02-18 | MORIKIS JOHN G | Tax withheld | 14K | $354.25 |
| 2025-02-18 | Jorgenrud Karl J | Grant | 4.9K | — |
| 2025-02-18 | Jorgenrud Karl J | Tax withheld | 1.8K | $354.25 |
| 2025-02-18 | Jaye James R | Grant | 1.2K | — |
| 2025-02-18 | Jaye James R | Tax withheld | 390 | $354.25 |
| 2025-02-18 | Young Bryan J | Grant | 2.5K | — |
| 2025-02-18 | Young Bryan J | Tax withheld | 767 | $354.25 |
| 2025-02-18 | Petz Heidi G | Grant | 7.4K | — |
| 2025-02-18 | Petz Heidi G | Tax withheld | 2.9K | $354.25 |
| 2025-02-18 | Davie Colin M. | Grant | 2.0K | — |
| 2025-02-18 | Davie Colin M. | Tax withheld | 600 | $354.25 |
| 2025-02-18 | Mistysyn Allen J | Grant | 7.9K | — |
| 2025-02-18 | Mistysyn Allen J | Tax withheld | 3.1K | $354.25 |
| 2025-02-18 | Lang James P. | Grant | 315 | — |
| 2025-02-18 | Lang James P. | Tax withheld | 113 | $354.25 |
| 2025-02-18 | Binns Justin T | Grant | 5.9K | — |
| 2025-02-18 | Binns Justin T | Tax withheld | 2.3K | $354.25 |
| 2025-02-18 | Rea Todd D | Grant | 2.2K | — |
| 2025-02-18 | Rea Todd D | Tax withheld | 675 | $354.25 |
| 2025-02-18 | GARCEAU MARY L | Grant | 5.2K | — |
| 2025-02-18 | GARCEAU MARY L | Tax withheld | 1.9K | $354.25 |
| 2025-02-18 | Williams Thomas L | Grant | 517 | — |
| 2025-02-18 | Powell Aaron | Grant | 517 | — |
| 2025-02-18 | STEWART MARTA R | Grant | 517 | — |
| 2025-02-18 | THAMAN MICHAEL H | Grant | 517 | — |
| 2025-02-18 | Thornton Matthew III | Grant | 517 | — |
| 2025-02-18 | POON CHRISTINE A | Grant | 517 | — |
| 2025-02-18 | FETTIG JEFF M | Grant | 517 | — |
| 2025-02-18 | Anton Arthur F | Grant | 517 | — |
| 2025-02-18 | ANDERSON KERRII B | Grant | 517 | — |
| 2025-01-03 | Williams Thomas L | Grant | 101 | $335.00 |
| 2025-01-03 | THAMAN MICHAEL H | Grant | 101 | $335.00 |
| 2025-01-03 | POON CHRISTINE A | Grant | 25 | $335.00 |
| 2025-01-03 | ANDERSON KERRII B | Grant | 30 | $335.00 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-09 | Material agreementDebt obligationExhibits | filing ↗ |
| 2026-04-28 | ResultsExhibits | filing ↗ |
| 2026-04-24 | Shareholder vote | filing ↗ |
| 2026-02-09 | Material agreementDebt obligationExhibits | filing ↗ |
| 2026-01-29 | ResultsExhibits | filing ↗ |
| 2025-11-17 | Material agreementDebt obligationExhibits | filing ↗ |
| 2025-11-05 | Material agreementDebt obligationExhibits | filing ↗ |
| 2025-11-03 | Exec/director changeExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-09 | 2026-06-09 | 0001193125-26-263161 ↗ |
| 10-Q | 2026-04-28 | 2026-03-31 | 0000089800-26-000038 ↗ |
| 8-K | 2026-04-28 | 2026-04-28 | 0000089800-26-000036 ↗ |
| 8-K | 2026-04-24 | 2026-04-22 | 0000089800-26-000031 ↗ |
| 10-K | 2026-02-19 | 2025-12-31 | 0000089800-26-000008 ↗ |
| 8-K | 2026-02-09 | 2026-02-09 | 0001193125-26-042049 ↗ |
| 8-K | 2026-01-29 | 2026-01-29 | 0000089800-26-000003 ↗ |
| 8-K | 2025-11-17 | 2025-11-17 | 0001193125-25-284461 ↗ |
| 8-K | 2025-11-05 | 2025-11-05 | 0001193125-25-266102 ↗ |
| 8-K | 2025-11-03 | 2025-11-03 | 0000089800-25-000128 ↗ |
| 10-Q | 2025-10-28 | 2025-09-30 | 0000089800-25-000126 ↗ |
| 8-K | 2025-10-28 | 2025-10-28 | 0000089800-25-000124 ↗ |