"The Oracle of Omaha" Warren Buffett has set his sights on Sherwin-Williams?

Sales in the Americas Group amounted to $9.63 billion, up 5.6% year-on-year; sales in the Consumer Brands Group reached $2.74 billion, up 27.1% year-on-year; and sales in the Performance Coatings Group totaled $5.17 billion, up 39.4% year-on-year. Benefiting from robust economic growth and a booming real estate sector, Sherwin-Williams has achieved remarkable expansion over the past decade: its revenue grew at a compound annual growth rate (CAGR) of 6.47%, while earnings per share (EPS) surged at a CAGR of 14.79%. Following its acquisition of Valspar in late 2017, Sherwin-Williams saw substantial increases in both revenue and EPS. Moreover, examining profitability and free cash flow reveals that Sherwin-Williams’ operating margin had been steadily rising prior to the Valspar integration. Although it has declined somewhat in recent years, given management’s long-standing track record of consistently expanding margins, Coating Business Review believes the operating margin will rebound in the coming years as synergies materialize. Meanwhile, Sherwin-Williams’ initiatives to improve cash conversion have yielded results: its cash conversion rate currently stands at 11%. Backed by strong revenue growth, its free cash flow has nearly doubled—from $759 million a decade ago to $1.6 billion today. In terms of cash return on invested capital (CROCI), Sherwin-Williams has also performed exceptionally well, averaging 45% over the past ten years. This figure dropped sharply in 2017 due to the Valspar acquisition; however, it is expected to rebound in the coming years. Historically, Sherwin-Williams carried virtually no debt—yet the Valspar acquisition pushed its long-term debt above $11.7 billion. While its leverage ratio—exceeding 4x EBITDA—is cause for concern, Sherwin-Williams has already begun deleveraging, and its long-term target is a more comfortable 2.0–2.5x EBITDA. Despite the current heavy debt burden, Sherwin-Williams’ robust cash flow positions it well to strengthen its balance sheet relatively quickly. "Over the past decade, Sherwin-Williams delivered returns exceeding 560%, far outpacing the S&P 500’s 190% gain over the same period. If any stock can replicate this performance over the next decade, Sherwin-Williams must be at the top of the list," noted a U.S. equity analyst. Sherwin-Williams is undeniably a long-term dividend champion—having raised its dividend for 40 consecutive years. Over the past decade, its dividend grew at a strong CAGR of 10.4%. With additional profits from the Valspar acquisition, dividend growth is expected to accelerate further: investors anticipate dividends per share reaching approximately $6.15 by 2020, implying a projected dividend growth rate of 78% over the next few years. In the longer term, Sherwin-Williams possesses ample cash to sustain a roughly 10% annual dividend growth rate. In early 2018, Sherwin-Williams announced an expanded partnership with Lowe’s. Simultaneously, the Valspar acquisition enabled Sherwin-Williams to grow across key markets—including Europe, China, Australia, and New Zealand—through brands such as Valspar, Huarun Paint, and Wattyl. Population growth, the aging of the baby boomer generation, the development of emerging manufacturing markets, and industrial expansion across underdeveloped regions—including South America, Africa, and China/India—present significant growth opportunities for Sherwin-Williams. Moreover, its portfolio of brands—including Valspar, Huarun Paint, and Wattyl—enhances its ability to capture this business.

AKShare – Stock Data – Executive Shareholding Change Details

Author’s Note This update introduces the stock data interface for executive shareholding change details. Executive shareholding change details refer to records of stock transactions—such as purchases, sales, or grants—conducted by senior company executives (e.g., CEOs, CFOs, board members). These records hold notable reference value for investors, as executives—being insiders—possess deeper insight into the company’s operational health and future prospects. By analyzing executives’ trading activity, investors may gauge internal confidence and assess forward-looking business outlooks. Executive shareholding change details typically include the following information: 1. Transaction Date: The specific date on which the executive executed the stock trade. 2. Executive Name: The name of the executive conducting the transaction. 3. Executive Position: The executive’s role within the company—for example, CEO, CFO, etc. 4. Transaction Type: The nature of the trade—primarily categorized as purchase, sale, or grant. 5. Transaction Price: The price per share at which the stock was bought or sold. 6. Transaction Quantity: The number of shares bought or sold. 7. Post-Transaction Holdings: The executive’s total shareholding after the transaction. By analyzing executive shareholding change details, investors can glean several insights: 1. Executive Confidence: A surge in executives’ stock purchases over a given period may signal strong confidence in the company’s future. Conversely, widespread executive selling could indicate caution regarding the company’s outlook. 2. Insider Information: Executive trading activity may reflect non-public information. For instance, if executives purchase shares shortly before the company announces major positive news, it may suggest they were privy to that information in advance. 3. Equity Incentives: Grant-type transactions often relate to corporate equity incentive plans—such as stock options or restricted stock awards—designed to align executive interests with long-term company goals. In summary, executive shareholding change details constitute a vital information source for investors, helping them better assess internal confidence and future prospects. However, investors should bear in mind that such data alone are not decisive; comprehensive analysis must incorporate financial statements, macroeconomic conditions, industry trends, and other relevant factors. Related video tutorials have been released: "AKShare – Beginner Level – Usage Guide", "AKShare – Beginner Level – Practical Applications", "AKShare – Source Code Analysis", and "Open-Source Project Spotlight". For course descriptions and subscription, please click "Read Original Article"! The AKShare VIP Discussion Group warmly welcomes you! To join, reply "Join Group" in the official WeChat account! Updated Interface: ・ "stock_hold_management_detail_cninfo" # Executive Shareholding Change Details Executive Shareholding Change Details Interface: stock_hold_management_detail_cninfo Target URL: webapi.cninfo.com.cn/#... Description: CNInfo (China Securities Journal) – Data Center – Thematic Statistics – Shareholders & Capital – Executive Shareholding Change Details

Sherwin-Williams Officer Bryan Young Proposes Sale of 1,314 Shares

5 days ago

Sherwin-Williams Co. officer Bryan Young filed a Form 144 proposing to sell 1,314 common shares worth approximately $454,268 following a stock option exercise.

Stock Titan

2026-04-17

Loop Capital Adjusts Price Target on Sherwin-Williams to $385 From $400, Maintains Buy Rating

2026-04-21

Bank of America Cuts Sherwin-Williams Price Target to $365.00

2026-04-27

Concurrent Investment Advisors LLC Increases Position in Sherwin-Williams Co

2026-04-28

Sherwin-Williams Stake Reduced by Flossbach Von Storch SE

2026-04-29

Sherwin-Williams Receives 'Moderate Buy' Consensus from Analysts