SHW at a glance
Sherwin-Williams (SHW, SEC CIK 89800) filed its latest 10-K annual report on February 19, 2026, a 10-Q quarterly report on July 28, 2026, an 8-K current report on September 29, 2026 and Form 4 insider filings as recently as October 6, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Sherwin-Williams (SHW) reported revenue of $23.6 billion (up 2.1% from FY2024) and net income of $2.6 billion. Diluted EPS was $10.26.
- As of June 30, 2026, 51 institutional investment managers tracked by SignalX reported holding Sherwin-Williams (SHW) shares worth $34.0 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Binns Justin T on August 17, 2026 of 13,500 shares at $352.70 per share.
- In the last 90 days, SHW insiders reported 0 open-market purchases ($0) and 2 open-market sales ($7.7M) on Form 4, a net sale of $7.7M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $23.6B
- +2.1% vs prior year
- Insiders · 90 days
- 0 buys · 2 sells
- Net −$7.7M
- 13F holders
- 51 funds
- $34.0B · +1 vs prior quarter
- Latest 8-K
- Sep 29, 2026
- Item 1.01 · Item 8.01 · Item 1.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Risk Factors
- Regulatory risk: Compliance with EU GDPR, China’s Data Security Laws, and California Privacy Rights Act may increase costs and risk penalties
- Geopolitical risk: Ongoing Russia-Ukraine conflict threatens raw material supply from Middle East and global logistics disruptions
- Operational risk: Single-source raw material suppliers create vulnerability to supply chain disruptions and price volatility
- Competitive risk: Aggressive pricing and product innovation by international and regional competitors could reduce sales and market share
- Financial risk: Integration of $525M Suvinil acquisition in Brazil crucial; failure could adversely affect earnings and cash flow
Business Overview
- Core business manufacturing and selling paints, coatings, related products in Americas, Caribbean, Europe, Asia, Australia
- Maintains three segments: Paint Stores Group, Consumer Brands Group, Performance Coatings Group unchanged this year
- Continued geographic diversification with operations expanding beyond Americas into Europe, Asia, and Australia
- No new products or segments introduced or strategic shifts highlighted in this filing
- Extensive disclosure availability through SEC filings and investor relations website detailed for transparency
Management Discussion & Analysis
- Revenue $23,574.3M, up 2.1% YoY, driven by Paint Stores growth $417.9M (3.2% increase) and Consumer Brands $58.4M (1.9% increase)
- Gross profit margin 48.8% vs 48.5%, gross profit up $320.4M, Paint Stores gross profit rose $364.2M; Consumer Brands and Performance Coatings gross profit declined
- Best segment: Paint Stores Group revenue $13,605.9M (+3.2%), worst performing: Performance Coatings stagnant revenue $6,795.2M (-0.03%) and lower gross profit
- SG&A expenses increased 3.7% to $7,695.0M (32.6% of sales vs 32.1%), driven by growth investments and acquisition costs, interest expense rose to $465.0M
- Management opening net 80 Paint Stores, 13 Consumer Brands stores closed, focus on long-term growth; risks include currency translation impact in Latin America and cost pressures
AI summary of the SHW 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- No material changes to previously disclosed risk factors during six months ended June 30, 2026
- Risk disclosure status: previously identified risks may already have materialized
- Credit facility amendment dated June 9, 2026, with no corresponding new risk factor disclosed
AI summary of the SHW 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 1.01: Entry into a Material Definitive Agreement
- Material agreement details incorporated by reference to Sherwin-Williams’ August 12, 2025 Form 8-K
- Investors should review the referenced filing for counterparty, obligations, economics, and strategic implications
Item 8.01: Other Events
- €100 million EUR-denominated term loan secured by Sherwin-Williams corporate guarantee
- Maturity September 23, 2027, with up to two optional six-month extensions
Item 1.02: Termination of a Material Definitive Agreement
- Existing Credit Agreement repaid and terminated effective September 24, 2026
- Refinancing replaced prior borrowing with a New Credit Agreement and EUR Term Loan Agreement
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for quarter ended June 30, 2026
- Press release issued July 28, 2026
Item 1.01: Entry into a Material Definitive Agreement
- $200 million of revolving credit and letter-of-credit capacity extended from June 20, 2026 to June 20, 2031
- Five-year maturity extension strengthens Sherwin-Williams’ liquidity planning and refinancing flexibility
AI summaries of SHW 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for SHW
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- Alerts as it files. A push when SHW files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut SHW, by share count.
- Ask anything. An AI agent that reads every SHW filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| THAMAN MICHAEL H | A | Oct 2, 2026 | 104.12 | $324.14 |
| Williams Thomas | A | Oct 2, 2026 | 104.12 | $324.14 |
| ANDERSON KERRII B | A | Oct 2, 2026 | 30.85 | $324.14 |
| Gamgort Robert James | A | Oct 2, 2026 | 104.12 | $324.14 |
| Binns Justin T | G | Aug 18, 2026 | 813 | - |
| Binns Justin T | M | Aug 17, 2026 | 13,500 | $90.04 |
| Binns Justin T | M | Aug 17, 2026 | 13,500 | - |
| Binns Justin T | Sell | Aug 17, 2026 | 13,500 | $352.70 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $23.1B | $23.1B | $23.6B |
| Gross Profit | $10.8B | $11.2B | $11.5B |
| Operating Income | $4.2B | - | - |
| Net Income | $2.4B | $2.7B | $2.6B |
| Gross Margin | 46.7% | 48.5% | 48.8% |
| Op. Margin | 18.1% | - | - |
| Net Margin | 10.4% | 11.6% | 10.9% |
| Balance Sheet | |||
| Total Assets | $23.0B | $23.6B | $25.9B |
| Equity | - | $4.1B | $4.6B |
| ROE | - | 66.2% | 55.9% |
| Per Share | |||
| EPS | $9.25 | $10.55 | $10.26 |
| Cash Flow | |||
| Operating CF | - | $3.2B | $3.5B |
Source: XBRL data in Sherwin-Williams (SHW)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate SHW share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 51 | $33.98B |
| Q1 2026 | 50 | $30.82B |
| Q4 2025 | 49 | $30.75B |
| Q3 2025 | 51 | $35.82B |
| Q2 2025 | 49 | $34.14B |
| Q1 2025 | 46 | $25.39B |
| Q4 2024 | 44 | $20.88B |
| Q3 2024 | 41 | $10.55B |
- JPMorgan Chase & Co+951.8K (+41%)
- Viking Global Investors+763.1K (+25%)
- Citigroup+656.2K (+177%)
- D.E. Shaw & Co+614.3K (+41%)
- Citadel Advisors LLC+594.5K (+137%)
- T. Rowe Price Group−1.54M (-39%)
- Vanguard Portfolio Management LLC−464.0K (-8%)
- Prudential Financial−206.6K (-64%)
- Goldman Sachs Group−185.6K (-9%)
- Two Sigma Investments−103.1K (-29%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 381 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
SHW filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 6, 2026 | - | - | - |
| 4 | Oct 6, 2026 | - | - | - |
| 4 | Oct 6, 2026 | - | - | - |
| 4 | Oct 6, 2026 | - | - | - |
| 8-K | Sep 29, 2026 | - | Analysis | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 10-Q | Jul 28, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 28, 2026 | - | Analysis | - |
| 4 | Jul 8, 2026 | - | - | - |
| 4 | Jul 8, 2026 | - | - | - |
| 4 | Jul 8, 2026 | - | - | - |
| 4 | Jul 8, 2026 | - | - | - |
| 8-K | Jun 9, 2026 | - | Analysis | |
| SC 13G | Apr 30, 2026 | - | - | |
| 8-K | Apr 28, 2026 | - | Analysis | - |
| 10-Q | Apr 28, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Apr 24, 2026 | - | Analysis | - |
| 4 | Apr 8, 2026 | - | - | - |
| 4 | Apr 8, 2026 | - | - | - |
| 4 | Apr 8, 2026 | - | - | - |
| 4 | Apr 8, 2026 | - | - | - |
| 4 | Feb 25, 2026 | - | - | - |
| 10-K | Feb 19, 2026 | Dec 31, 2025 | Analysis | |
| 4 | Feb 18, 2026 | - | - |
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SHW SEC filings: frequently asked questions
Are SHW insiders buying or selling?
In the last 90 days, Sherwin-Williams (SHW) officers, directors and 10% owners reported no open-market purchases and 2 open-market sales worth $7.7 million by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold SHW stock?
As of June 30, 2026, the largest Sherwin-Williams (SHW) holders among the 13F filers tracked by SignalX were BlackRock ($6.1 billion), State Street Corp ($5.4 billion), Vanguard Capital Management LLC ($5.2 billion), FMR LLC (Fidelity) ($2.6 billion), Morgan Stanley ($2.3 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was SHW's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Sherwin-Williams (SHW) reported revenue of $23.6 billion (up 2.1% from FY2024) and net income of $2.6 billion. Diluted EPS was $10.26. The figures come from the XBRL data in the 10-K.
What are the main risks in SHW's latest 10-K?
In the 10-K filed February 19, 2026, Sherwin-Williams (SHW) flagged: Regulatory risk: Compliance with EU GDPR, China’s Data Security Laws, and California Privacy Rights Act may increase costs and risk penalties. Geopolitical risk: Ongoing Russia-Ukraine conflict threatens raw material supply from Middle East and global logistics disruptions. (AI summary of the Risk Factors section.)
What did SHW report in its latest 8-K?
Sherwin-Williams (SHW) filed an 8-K on September 29, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement), Item 8.01 (Other Events) and Item 1.02 (Termination of a Material Definitive Agreement). Material agreement details incorporated by reference to Sherwin-Williams’ August 12, 2025 Form 8-K.
What are the latest SHW SEC filings?
Sherwin-Williams (SHW) filed its latest 10-K annual report on February 19, 2026, a 10-Q quarterly report on July 28, 2026, an 8-K current report on September 29, 2026 and a Form 4 insider filing on October 6, 2026.
What is SHW's SEC CIK number?
Sherwin-Williams (SHW)'s SEC Central Index Key (CIK) is 89800. EDGAR lists every SHW filing under that number.
Ask anything about SHW
The research agent reads SHW's filings, financials, insider trades and 13F holders, then answers with sources.