UBS Lowers Sherwin-Williams Price Target Amid Mixed Analyst Views
UBS has lowered its price target for Sherwin-Williams (ISIN US8243481061) from USD 390.00 to USD 363.00 while maintaining a Neutral rating, as reported by Yahoo Finance on October 5, 2026. The adjustment comes despite strong second-quarter 2026 results, where revenue increased 7.50 percent year over year to USD 6.79 billion, and net income rose to USD 843.6 million from USD 754.7 million in the same period of 2025.
On October 6, 2026, Sherwin-Williams was trading at EUR 284.80 on Lang & Schwarz, down 0.47 percent from the prior close of EUR 286.15. The stock's performance highlights a cautious analyst sentiment, even as the company's operational metrics remain robust. BMO Capital, however, disagrees with UBS's revised target, reiterating an Outperform rating and a higher USD 405.00 price target on September 28, 2026. BMO cited recent price increases in the Performance Coatings Group and margin improvements in other segments.
The divergence in analyst opinions reflects the mixed market sentiment surrounding Sherwin-Williams. The stock closed at USD 318.46 on the NYSE on October 5, 2026, well below its 52-week high of USD 377.77 but closer to its yearly low of USD 289.86. Investors will be watching closely for the company's third-quarter 2026 financial results, scheduled for release on October 27, 2026, which could provide further clarity on pricing, demand, and margin performance.