The $380 central target is an average of the current analyst price targets in circulation, not an official published consensus. Across the coverage tracked by data providers, the mean sits near $383, with estimates spanning roughly $340 to $420. Individual targets include Morgan Stanley at $395, Goldman Sachs at $420, DA Davidson at $400, Mizuho at $396, RBC Capital at $392, BofA at $380, and Melius Research at $367, among others.
The overall view is cautiously constructive: the stock carries an "Overweight"/"Buy" leaning rating, but a large share of analysts rate it Hold or Neutral. Many firms trimmed targets in recent months rather than raised them. For example, RBC lowered its target to $392 from $420, UBS cut to $363 from $390, Wells Fargo moved to $340 from $360, and BMO Capital reduced its figure to $355 from $420. UBS also downgraded the shares to Neutral from Buy in mid-2026. These revisions reflect analysts' caution about how quickly demand can reaccelerate, even as they broadly acknowledge Sherwin-Williams' durable competitive position.
Sherwin-Williams recently traded near $337, within a 52-week range of roughly $289.86 to $377.77. Reaching $380 therefore requires an advance of about 13% from current levels — a substantial but not extreme move. Notably, $380 sits only slightly above the stock's recent 52-week high, underscoring that the target is anchored to a recovery scenario rather than a sharp re-rating.
The path toward the target would likely depend on continued earnings delivery. The company raised its full-year 2026 diluted EPS (earnings per share) guidance to a range of $10.92 to $11.32 in July, up from a prior range of $10.70 to $11.10, while guiding net sales up mid-to-high single digits. Third-quarter results due in late October will be a key checkpoint, with consensus estimates around $3.65 per share on roughly $6.78 billion in revenue.
Several verified factors could support the stock. Sherwin-Williams benefits from pricing power and a best-in-class retail and distribution footprint, which helped it deliver a strong second quarter with roughly 7.6% year-over-year revenue growth. The July guidance raise signals management confidence in margin recovery and stable end-market demand. Continued share gains in its architectural and industrial coatings businesses, along with any easing in raw-material cost pressure, would reinforce the higher end of the analyst range.
The principal obstacles are macro-driven. A persistently weak housing market and softness across most end markets could delay the volume recovery analysts expect. Elevated raw-material costs were cited explicitly by BMO Capital when it cut estimates, warning that a stronger housing recovery may not materialize until late 2026 or 2027. Valuation is another consideration: at roughly 31 times earnings, the stock already embeds meaningful growth expectations, leaving limited room for error if guidance disappoints. Several firms have trimmed targets precisely because of these concerns.
Sherwin-Williams trades below its 52-week high near $378, a level that now functions as a resistance zone on the way toward the $380 target and the broader $390–$420 area some analysts cite. On the downside, the stock found buyers in the $290–$300 zone earlier in the cycle, which represents a meaningful support area. The $340 level, where several cautious targets cluster, serves as a near-term pivot. A sustained move through the prior high would be a technically significant step toward the central target.
Analyst price targets generally reflect a roughly 12-month research horizon, though individual firms apply different timelines and assumptions. The most important near-term catalyst is the third-quarter earnings report in late October, including guidance and commentary on housing, architectural demand, and raw-material costs. Beyond that, investors should watch for analyst revisions, housing and construction data, interest-rate expectations, and any changes to full-year 2026 guidance.
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The question of whether Sherwin-Williams can reach $380 hinges on a recovery in housing and coatings demand that is not yet fully reflected in the company's recent results. The target, an average of analyst estimates near $383, implies a roughly 13% advance that would carry the stock above its prior 52-week high. Support comes from pricing power, a strong distribution network, and raised guidance, while the principal obstacles are a soft housing market, raw-material costs, and a premium valuation. With analyst targets spanning $340 to $420, expectations are far from uniform. The late-October earnings report and forward guidance will be the clearest test of whether the recovery narrative can push the stock toward the higher end of that range.
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A.I.dvisor indicates that over the last year, SHW has been closely correlated with RPM. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if SHW jumps, then RPM could also see price increases.