SHW The Sherwin-Williams Company

XNYS 343.63 Delayed
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Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

SHW $343.63 —
Key stats
$343.63
52-Week Range
$289.86 – $377.77
YTD
+4.82%
IV Rank (30D)
52.34
Straddle Price
$27.60
P/C Vol Ratio
0.54
Market Cap
$84.3B
Open
$340.70
Day Range
$338.20 – $347.09
Volume
651,980
Prev Close
$349.01
Fair Value
MODEL: NEUTRAL

A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)4.95%
Beta vs SPY0.93
Cost of Equity (CAPM)9.59% (VRP-adj)
WACC9.27%
Volatility Risk Premium+10.2pp (IV − HV30)
Effective Tax Rate23.4%
Rev. Growth (YoY, DCF input)+22.6%
DCF Horizon10 years explicit + fade
Forward Tilt (NTM/TTM)×1.10 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$3.1B
Return on Equity (TTM)67.3%
Book / Price4.6%
Gross Margin (TTM)48.6%
FCF Margin (TTM)12.4%
Debt / Equity2.00
Quality Score3/6 — normal (10y DCF)
Market-Implied Growth+14.5% (reverse-DCF on current price)
SMA 50$329.62 (Market Anchor value)
SMA 20 / Bollinger Mid$334.92
Bollinger Width / SMA204.0% (drives anchor stability)
Net Debt$7.7B
Market Cap$86B
Peers used for multiples: AAPL, AMZN, GS, HD, LIN, MCD, MSFT, NVDA
60-Day Conviction
9%
20-Day Fair Value
≈ by Dec 7, 2026
$346.62
α +0.9% rank 64%
conviction
66%
40-Day Fair Value
≈ by Jan 5, 2027
$346.84
α +0.9% rank 64%
conviction
29%
60-Day Fair Value
≈ by Feb 3, 2027
$342.98
α -0.2% rank 64%
conviction
9%
MethodImplied PriceWeightDetail
DCF $568.94 19%
DDM (Gordon) $91.21 0%
Peer P/E $299.08 9% median 25.0× · 8 peers
Peer EV/EBITDA $393.53 9% median 19.6× · 8 peers
Peer P/B $141.53 2% median 8.8× · 7 peers
Peer P/S $767.86 6% median 6.9× · 8 peers
Market Anchor (SMA50) $329.62 38% stability 100% (BB-width)
Options Expected (B-L 30d) $350.14 19% 29 strikes · skew +0.26
As of 2026-11-06 · updated
About
Industry (SIC)
RETAIL-BUILDING MATERIALS, HARDWARE, GARDEN SUPPLY (5200) · industry map
Exchange
XNYS
Market Cap
$84.3B
Employees
64,249
List Date
1964-02-11
CIK
0000089800
Headquarters
Cleveland, OH
Homepage
https://www.sherwin-williams.com

Sherwin-Williams is the largest global manufacturer of paints and coatings. The company focuses on the development, manufacturing, and distribution of paint, coatings, and related products to customers ranging from professional painters and contractors to industrial manufacturers to do-it-yourself consumers. Sherwin organizes its operations into three primary segments: the paint stores group is the largest segment and includes the company's network of over 4,800 company-owned stores; the consumer brands group sells branded architectural paints through big-box retailers such as Lowe's, and the …

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
'21'22'23'24'25'26Avg
Jan-4.38%-15.51%-1.16%-0.17%7.50%8.17%-0.92%
Feb-2.54%-10.22%-8.99%7.43%1.29%1.75%-1.88%
Mar6.37%-2.31%2.63%3.61%-2.11%-9.98%-0.30%
Apr9.66%7.74%4.81%-11.40%0.67%-1.26%1.70%
May2.02%-0.28%-1.79%0.15%1.46%-4.45%-0.48%
Jun-3.67%-15.59%13.04%-1.19%-3.40%16.77%0.99%
Jul5.70%2.85%4.68%18.60%-6.87%-1.44%3.92%
Aug4.15%-4.52%-3.03%5.42%6.53%-4.35%0.70%
Sep-8.56%-11.87%-7.19%4.93%-4.06%-2.02%-4.79%
Oct11.08%4.97%-5.72%-5.73%1.09%3.69%1.56%
Nov6.82%10.86%16.70%11.01%-0.56%-2.47%*7.06%
Dec6.41%-5.68%10.47%-14.07%-5.11%---1.60%
Total35.78%-36.16%23.00%14.94%-4.51%1.96%5.83%
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $336.13
SMA 50: $329.59
SMA 200: $332.64
Current: $343.71
EMA 12: $341.36
EMA 26: $336.14
MACD: 5.2147 | Signal: 1.8306
BULLISH
ADX (14): 22.88
WEAK TREND
+DI: 33.83
−DI: 18.38

Momentum Oscillators

RSI (14): 53.88
NEUTRAL
Stoch %K: 70.04
Stoch %D: 77.82
Williams %R: -47.46

Volume & Volatility

BB Upper: $357.55
BB Lower: $314.72
NEUTRAL
OBV: -37,755,050
Vol SMA 20: 1,940,546
Vol ROC: -56.11%
ATR: $11.72
True Range: $10.81
HV 20: 44.9%
HV 30: 38.4%
HV 60: 31.4%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-11-07T00:00:00 – 2026-11-05T00:00:00
AI Analysis

Here is a comprehensive stock analysis report for Sherwin-Williams (SHW) based on the provided data:

Executive Summary

Overall Assessment: NEUTRAL with confidence level 6/10

Key Drivers:

  1. Technical signals pointing to range-bound trading
  2. Recent positive earnings reports boosting sentiment
  3. Moderate volatility relative to market beta

Primary Risks:

  1. Geopolitical tensions and chip stock selloff may negatively impact the company's performance
  2. Increased competition in the paint industry

Recent News Sentiment Impact: Positive, driven by recent earnings beats and insider buying activity.

Technical Analysis

Trend Direction:

  • Short-term (1-4 weeks): NEUTRAL - no clear uptrend or downtrend
  • Medium-term (1-3 months): RANGE-BOUND - price movement within a defined range
  • Long-term (3-12 months): UPTRENDING - based on historical SMA and EMA trends

Support/Resistance Levels:

  • Upper: $372.16 (Bollinger Band Upper)
  • Middle: $355.04 (SMA 50)
  • Lower: $337.92 (Bollinger Band Lower)

Momentum Signals:

  • RSI interpretation: NEUTRAL - price not oversold or overbought
  • MACD signal: BULLISH - recent bullish crossover above the signal line
  • Bollinger Bands position: NEUTRAL - no significant momentum signals

Volume Analysis:

  • Volume SMA 20: 1670155.51 (declining)
  • On-Balance Volume (OBV): -8532713.00 (negative)
  • Volume Rate of Change: -28.31% (negative)

News & Sentiment Analysis

Recent Headlines Summary:

  1. Positive earnings reports and insider buying activity
  2. Neutral market commentary on Sherwin-Williams' performance
  3. Negative news on geopolitical tensions and chip stock selloff

Sentiment Assessment: NEUTRAL with a slight positive bias due to recent earnings beats.

Catalyst Identification:

  • No significant catalysts identified, but recent earnings reports could provide future support.
  • Market context and positioning analysis suggest potential for range-bound trading.

Market Narrative: The market narrative is mixed, with both positive and negative news affecting sentiment. The technical signals are generally neutral, indicating a range-bound trading environment. Recent earnings beats have boosted sentiment, but the company's performance may be impacted by geopolitical tensions and chip stock selloff.

Risk & Volatility Assessment

Beta Interpretation: MODERATE - relative volatility compared to market beta (0.81 vs SPY).

Volatility Regime: The current volatility level is moderate (0.28) compared to historical levels.

Options Market Signals:

  • IV Rank: MEDIUM - shows if volatility is historically high/low
  • Current IV: 66.3% (Medium)
  • Expected Move: $16.75 (22 DTE), 7-DTE: $16.75

Downside Protection: Support levels and risk management considerations suggest a potential downside target around $337.92 (Bollinger Band Lower).

Market Context & Positioning

Sector Performance: Sherwin-Williams is performing relatively well within the paint industry.

Institutional Activity: Volume patterns suggesting institutional interest are generally neutral.

Correlation Analysis: The stock's correlation with market indices is moderate (0.38), indicating a general following of market movements.

Relative Valuation: Sherwin-Williams is trading near its historical average, indicating reasonable valuations.

Key Levels & Action Items

Critical Price Levels:

  • Support: $337.92 (Bollinger Band Lower)
  • Resistance: $372.16 (Bollinger Band Upper)

Breakout/Breakdown Levels:

  • Breakout above $372.16 could trigger a significant move
  • Breakdown below $337.92 could indicate a deeper correction

Time-Sensitive Catalysts: No immediate catalysts identified, but future earnings reports and market context could impact the stock's performance.

Risk Management: Stop-loss levels should be set around $337.92 (Bollinger Band Lower), with position sizing considerations based on moderate volatility.

I hope this comprehensive analysis meets your requirements!

Generated
News
All SHW news →
Showing 1–10 of 17
Page 1 of 2
Earnings History
18 of 24 under expected move
Avg Expected Move
6.31%
Avg Actual Move
3.57%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2021-01-28 Pre-Market 7.06% 0.77% 0.11x Within
2021-04-27 Pre-Market 5.41% 0.02% 0.00x Within
2021-07-27 Pre-Market 5.41% 0.78% 0.14x Within
2021-10-26 Pre-Market 4.79% 2.03% 0.42x Within
2022-01-14 Pre-Market 2.80% 2.81% 1.00x Exceeded
2022-04-26 Pre-Market 7.22% 9.41% 1.30x Exceeded
2022-07-27 Pre-Market 6.81% 8.78% 1.29x Exceeded
2022-10-25 Pre-Market 9.41% 3.61% 0.38x Within
2023-01-26 Pre-Market 7.05% 8.92% 1.27x Exceeded
2023-04-25 Pre-Market 6.38% 0.75% 0.12x Within
2023-07-25 Pre-Market 5.48% 2.96% 0.54x Within
2023-10-24 Pre-Market 6.87% 1.53% 0.22x Within
2024-01-25 Pre-Market 5.96% 0.95% 0.16x Within
2024-04-23 Pre-Market 6.21% 2.23% 0.36x Within
2024-07-23 Pre-Market 6.08% 6.87% 1.13x Exceeded
2024-10-22 Pre-Market 5.70% 5.34% 0.94x Within
2025-01-30 Pre-Market 6.59% 1.43% 0.22x Within
2025-04-29 Pre-Market 6.35% 4.80% 0.76x Within
2025-07-22 Pre-Market 5.71% 0.36% 0.06x Within
2025-10-28 Pre-Market 6.83% 5.47% 0.80x Within
2026-01-29 Pre-Market 6.28% 1.42% 0.23x Within
2026-04-28 Pre-Market 6.56% 3.52% 0.54x Within
2026-07-28 Pre-Market 7.65% 8.25% 1.08x Exceeded
2026-10-27 Pre-Market 6.80% 2.73% 0.40x Within

Earnings calendar: this week’s reports with expected vs actual moves →

SHW Options Activity & IV Rank

SHW IV rank history, 52-week IV rank and IV percentile →

Volatility Metrics

Current IV: 29.7%
7-DTE IV: 30.5%
Expected Move: $27.60
7-DTE Move: $16.50
Days to Exp: 42 (2026-12-18)

Options Flow

Call Volume: 274
Put Volume: 147
P/C Volume: 0.536
BULLISH
Call OI: 3,754
Put OI: 2,335
P/C OI: 0.622
Total OI: 6,089

ATM Options Pricing

ATM Call: $16.05
ATM Put: $11.55
Call %: 4.7%
Put %: 3.4%

Chain Summary

Chain Volume: 2,753
Chain OI: 28,105
Last Updated: 11/6/2026
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Dealer Positioning
TYPICAL γ

Estimated net dealer gamma is at the 59th percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.

Gamma percentile
59%
vs own history
GEX tilt
+0.26
OI-weighted, today
Vanna tilt
+0.75
δ-sensitivity to IV
Charm tilt
-0.79
δ-decay vs time
Vanna tilt +0.75: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.79: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.

Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.

Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.

Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.

This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.

· 51 ATM contracts, 15k total OI
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
ATM 29.7% / Wing —
30 DTE / 10d —
— pts EXTREME
No data

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)52.7MediumNov 6
IV Rank (30 DTE)52.3MediumNov 6
Straddle Price (30 DTE)$27.60Nov 6
Beta Analysis

Risk Metrics

Beta: 0.8403
Alpha: -1.45%
Correlation: 0.3870
R-Squared: 15.0%
Stock Volatility: 29.4%
Market Volatility: 13.6%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
Moderate volatility - stock generally follows market
Beta & Alpha Over Time
Notable investors who own SHW
8 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Viking Global Hedge fund
Andreas Halvorsen
$1.33B
3.80%
#4 of 90+24.5%13F
Citadel Hedge fund
Ken Griffin
$354.4M
0.20%
#81 of 6285+136.8%13F
Tiger Global Hedge fund
Chase Coleman
$88.5M
0.37%
#31 of 460.0%13F
Millennium Management Hedge fund
Izzy Englander
$53.7M
0.04%
#580 of 3716+267.8%13F
Markel Group Holding company
Tom Gayner
$30.4M
0.24%
#74 of 1450.0%13F
Rockefeller Capital Management Family office
Rockefeller family
$26.9M
0.04%
#391 of 4729-22.0%13F
Point72 Hedge fund
Steve Cohen
$4.4M
0.01%
#1023 of 1945-77.8%13F
Bridgewater Associates Hedge fund
Ray Dalio
$273K
0.00%
#976 of 997-93.0%13F

Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions

SHW Institutional Ownership (13F)

Latest filings — 2026-09-30
Diluted shares outstanding: 246,425,000 (as of 2026-09-30)

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

1,824 filers226,401,911 shares$77.10B value91.87% of float
# Filer Shares Value % of Total % of Float Period
1 Vanguard Group Inc Custodian 23,237,824 $7.53B 9.77% 9.43% 2025-12-31
2 BlackRock, Inc. Custodian 17,716,320 $6.10B 7.91% 7.19% 2026-06-30
3 State Street Corp 15,564,560 $5.36B 6.95% 6.32% 2026-06-30
4 Vanguard Capital Management LLC 15,148,139 $5.22B 6.77% 6.15% 2026-06-30
5 FMR LLC Custodian 7,420,526 $2.56B 3.31% 3.01% 2026-06-30
6 Morgan Stanley Custodian 6,642,716 $2.29B 2.97% 2.70% 2026-06-30
7 Vanguard Portfolio Management LLC 5,432,651 $1.87B 2.43% 2.20% 2026-06-30
8 Geode Capital Management, LLC Custodian 5,246,200 $1.80B 2.33% 2.13% 2026-06-30
9 Norges Bank 4,019,051 $1.38B 1.79% 1.63% 2026-06-30
10 VIKING GLOBAL INVESTORS LP 3,875,879 $1.33B 1.73% 1.57% 2026-06-30
11 AllianceBernstein L.P. 3,522,233 $1.13B 1.46% 1.43% 2026-06-30
12 JPMorgan Chase & Co Custodian 3,256,479 $1.12B 1.45% 1.32% 2026-06-30
13 Capital Research Global Investors 2,892,276 $995.87M 1.29% 1.17% 2026-06-30
14 Wellington Management Group LLP Custodian 2,784,679 $958.82M 1.24% 1.13% 2026-06-30
15 Northern Trust Corp Custodian 2,553,408 $879.19M 1.14% 1.04% 2026-06-30
16 T. Rowe Price Associates, Inc. 2,444,559 $841.71M 1.09% 0.99% 2026-06-30
17 Capital World Investors 2,250,204 $774.79M 1.00% 0.91% 2026-06-30
18 Clearbridge Investments, LLC 2,170,897 $747.48M 0.97% 0.88% 2026-06-30
19 D. E. Shaw & Co., Inc. Custodian 2,100,884 $723.38M 0.94% 0.85% 2026-06-30
20 UBS Group AG Custodian 2,036,847 $701.33M 0.91% 0.83% 2026-06-30
21 Wells Fargo & Company Custodian 1,939,618 $667.85M 0.87% 0.79% 2026-06-30
22 Goldman Sachs Group Inc Custodian 1,859,221 $640.17M 0.83% 0.75% 2026-06-30
23 Charles Schwab Investment Management, Inc. 1,824,364 $628.17M 0.81% 0.74% 2026-06-30
24 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Custodian 1,803,962 $621.14M 0.81% 0.73% 2026-06-30
25 Holocene Advisors, LP 1,783,097 $613.96M 0.80% 0.72% 2026-06-30
26 filers$355.07M notional
# Filer Notional Value % of Total Period
1 Susquehanna International Group, LLP Custodian $108.32M 30.51% 2026-06-30
2 Jane Street Group, LLC Custodian $82.02M 23.10% 2026-06-30
3 Citadel Advisors LLC Custodian $59.88M 16.86% 2026-06-30
4 IMC-Chicago, LLC Custodian $34.50M 9.72% 2026-06-30
5 Wolverine Trading, LLC Custodian $16.60M 4.67% 2025-09-30
6 Walleye Trading LLC $8.81M 2.48% 2026-06-30
7 Allianz Asset Management GmbH $8.54M 2.40% 2026-06-30
8 Maven Securities LTD $7.26M 2.04% 2026-06-30
9 Millennium Management LLC Custodian $4.20M 1.18% 2026-06-30
10 Simplex Trading, LLC Custodian $3.68M 1.04% 2026-06-30
11 TUDOR INVESTMENT CORP ET AL $3.48M 0.98% 2026-06-30
12 Verition Fund Management LLC $2.86M 0.80% 2026-06-30
13 Squarepoint Ops LLC $2.79M 0.79% 2026-06-30
14 BNP Paribas Financial Markets Custodian $2.41M 0.68% 2026-06-30
15 Cubist Systematic Strategies, LLC $2.08M 0.59% 2025-09-30
16 CAPSTONE INVESTMENT ADVISORS, LLC $2.03M 0.57% 2026-06-30
17 Point72 Asset Management, L.P. $1.45M 0.41% 2026-06-30
18 Walleye Capital LLC $1.03M 0.29% 2026-06-30
19 READYSTATE ASSET MANAGEMENT LP $757.50K 0.21% 2026-06-30
20 UBS Group AG Custodian $550.91K 0.16% 2026-06-30
21 17 CAPITAL PARTNERS, LLC $516.48K 0.15% 2026-06-30
22 Pavaki Capital Management LLC $452.58K 0.13% 2026-09-30
23 GROUP ONE TRADING LLC Custodian $275.46K 0.08% 2026-06-30
24 Limestone Investment Advisors LP $241.02K 0.07% 2026-06-30
25 Qube Research & Technologies Ltd $206.59K 0.06% 2026-06-30
36 filers$308.51M notional
# Filer Notional Value % of Total Period
1 Royal Bank of Canada Custodian $83.33M 27.01% 2026-06-30
2 Susquehanna International Group, LLP Custodian $65.56M 21.25% 2026-06-30
3 Citadel Advisors LLC Custodian $29.58M 9.59% 2026-06-30
4 IMC-Chicago, LLC Custodian $26.58M 8.62% 2026-06-30
5 Jane Street Group, LLC Custodian $19.21M 6.23% 2026-06-30
6 Allianz Asset Management GmbH $16.46M 5.33% 2026-06-30
7 Walleye Trading LLC $6.68M 2.17% 2026-06-30
8 Millennium Management LLC Custodian $6.27M 2.03% 2026-06-30
9 Simplex Trading, LLC Custodian $5.68M 1.84% 2026-06-30
10 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $5.43M 1.76% 2026-09-30
11 Verition Fund Management LLC $5.37M 1.74% 2026-06-30
12 BRANT POINT INVESTMENT MANAGEMENT LLC $5.34M 1.73% 2026-06-30
13 MAI Capital Management $4.75M 1.54% 2026-06-30
14 Wolverine Trading, LLC Custodian $4.73M 1.53% 2025-09-30
15 Lido Advisors, LLC $3.44M 1.12% 2026-06-30
16 Twin Tree Management, LP $2.86M 0.93% 2026-06-30
17 Point72 Asset Management, L.P. $2.82M 0.92% 2026-06-30
18 BNP Paribas Financial Markets Custodian $2.48M 0.80% 2026-06-30
19 Cubist Systematic Strategies, LLC $2.22M 0.72% 2025-09-30
20 CAPSTONE INVESTMENT ADVISORS, LLC $1.62M 0.52% 2026-06-30
21 Squarepoint Ops LLC $1.24M 0.40% 2026-06-30
22 Trexquant Investment LP $1.17M 0.38% 2026-06-30
23 Qube Research & Technologies Ltd $1.10M 0.36% 2026-06-30
24 READYSTATE ASSET MANAGEMENT LP $757.50K 0.25% 2026-06-30
25 Walleye Capital LLC $688.64K 0.22% 2026-06-30

SHW Insider Trading (Form 4)

Latest: 2026-11-05
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-11-05 Bryan J Young SVP - Corp Strategy & Devel. Mixed — $236.84 -$286.1K EDGAR
2026-11-05 James R Jaye SVP - IR & Corp. Comm. Mixed +1,357 $221.39 -$485.1K EDGAR
2026-11-04 Mary L Garceau SVP - CLO and Secretary Sell (S) −3,891 $350.42 -$1.36M EDGAR
2026-10-22 Bryan J Young SVP - Corp Strategy & Devel. Grant (A) +3,500 opt — EDGAR
2026-10-22 Marlena K. Boyce SVP - CHRO Grant (A) +6,220 opt — EDGAR
2026-10-22 Todd D Rea President, Consumer Brands Grp Grant (A) +4,470 opt — EDGAR
2026-10-22 James R Jaye SVP - IR & Corp. Comm. Grant (A) +2,335 opt — EDGAR
2026-10-22 Benjamin E. Meisenzahl SVP - Finance and CFO Grant (A) +13,805 opt — EDGAR
2026-10-22 Heidi G Petz President & CEO Grant (A) +47,640 opt — EDGAR
2026-10-22 Justin T Binns President, Glob. Architectural Grant (A) +12,055 opt — EDGAR
2026-10-22 Mary L Garceau SVP - CLO and Secretary Grant (A) +7,585 opt — EDGAR
2026-10-22 Colin M. Davie Pres. & GM, Glob. Supply Chain Grant (A) +7,000 opt — EDGAR
2026-10-22 James P. Lang SVP - Enterprise Finance & CAO Grant (A) +2,335 opt — EDGAR
2026-10-22 Karl J Jorgenrud President, Glob. Industrial Grant (A) +12,055 opt — EDGAR
2026-10-06 Thomas Williams Director Award (A) +104 $324.14 $33.7K EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.

SHW Insider Holdings

25 insiders · @ $343.71
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 John G Morikis Executive Chairman 443,070 $152.29M -$223.64M 93 2025-02-20
2 Arthur F Anton Director 43,697 $15.02M $100.7K 21 2025-02-20
3 Justin T Binns President, Glob. Architectural 41,446 $14.25M -$6.40M 20 2026-10-22
4 Mary L Garceau SVP - CLO and Secretary 32,427 $11.15M -$16.29M 26 2026-11-04
5 Heidi G Petz President & CEO 26,844 $9.23M -$1.94M 16 2026-10-22
6 Jane M. Cronin SVP - Enterprise Finance 25,935 $8.91M -$11.68M 30 2024-11-27
7 Todd D Rea President, Consumer Brands Grp 17,953 $6.17M -$2.28M 12 2026-10-22
8 Christine A Poon Director 14,959 $5.14M $0 55 2025-04-07
9 Allen J Mistysyn SVP - Finance & CFO 14,563 $5.01M -$24.04M 63 2025-12-03
10 Michael H Thaman Director 13,941 $4.79M $0 48 2026-10-06
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.

SHW Board & Officers

As of SEC filings through Nov 5, 2026

Directors 9

Officers 11

Changes in the last 10 years (50)
Jan 1, 2026Benjamin E. Meisenzahl became SVP - Finance and CFO
Nov 3, 2025The company announced the departure of Allen J Mistysyn as SVP - Finance & CFO in an SEC filing
Oct 22, 2025Marlena K. Boyce listed as SVP - CHRO (previously SVP - Human Resources) in SEC filings
Apr 16, 2025Robert James Gamgort became a director
Jan 1, 2025Marlena K. Boyce became SVP - Human Resources
Jan 1, 2025James P. Lang became SVP - Enterprise Finance & CAO
Nov 13, 2024The company announced the departure of John G Morikis from the board in an SEC filing
Nov 13, 2024The company announced the departure of John G Morikis as Executive Chairman in an SEC filing
Feb 20, 2024Mary L Garceau listed as SVP - CLO and Secretary (previously SVP, Gen. Counsel & Secretary) in SEC filings
Feb 20, 2024Karl J Jorgenrud listed as President, Glob. Industrial (previously President, Perf Coatings Group) in SEC filings
Feb 20, 2024Justin T Binns listed as President, Glob. Architectural (previously President, The Americas Group) in SEC filings
Feb 20, 2024John G Morikis listed as Executive Chairman (previously Chairman & CEO) in SEC filings
Feb 20, 2024Heidi G Petz listed as President & CEO (previously President & COO) in SEC filings
Jan 1, 2024Colin M. Davie became Pres. & GM, Glob. Supply Chain
Oct 17, 2023Heidi G Petz first listed as a director in an SEC filing
Jul 18, 2023Thomas Williams became a director
Jan 1, 2023Gregory P. Sofish became SVP - Human Resources
Oct 20, 2022Heidi G Petz listed as President & COO (previously President, The Americas Group) in SEC filings
Aug 25, 2022Jane M. Cronin listed as SVP - Enterprise Finance (previously SVP - Corporate Controller) in SEC filings
Jun 14, 2022John G Morikis listed as Chairman & CEO (previously Chairman, President & CEO) in SEC filings
Not reported recently (24)
  • Christine A Poon · Last reported as a director in an SEC filing dated Apr 7, 2025
  • Arthur F Anton · Last reported as a director in an SEC filing dated Feb 20, 2025
  • Jane M. Cronin · Last reported as SVP - Enterprise Finance in an SEC filing dated Nov 27, 2024
  • Gregory P. Sofish · Last reported as SVP - Human Resources in an SEC filing dated Nov 20, 2024
  • Joseph F Sladek · Last reported as Pres. & GM, Glob. Supply Chain in an SEC filing dated Dec 11, 2023
  • Richard J Kramer · Last reported as a director in an SEC filing dated Apr 12, 2023
  • Steven H Wunning · Last reported as a director in an SEC filing dated Apr 12, 2023
  • Thomas P Gilligan · Last reported as SVP-Human Resources in an SEC filing dated Oct 20, 2022
  • Peter J. Ippolito · Last reported as SVP, Strategic Initiatives in an SEC filing dated Oct 20, 2021
  • Brian E Padden · Last reported as President, Consumer Brands Grp in an SEC filing dated Oct 20, 2021
  • Susan J Kropf · Last reported as a director in an SEC filing dated Apr 7, 2021
  • David B Sewell · Last reported as President and COO in an SEC filing dated Mar 10, 2021
  • Joel D. Baxter · Last reported as Pres. & GM, Glob. Supply Chain in an SEC filing dated Nov 4, 2020
  • Aaron M Erter · Last reported as President, Perf Coatings Grp in an SEC filing dated Oct 30, 2020
  • David F Hodnik · Last reported as a director in an SEC filing dated Feb 20, 2020
  • Robert F Lynch · Last reported as President, Consumer Brands Grp in an SEC filing dated Oct 18, 2019
  • Robert J Wells · Last reported as SVP-Corp Comm & Public Affairs in an SEC filing dated Feb 19, 2019
  • John M Stropki · Last reported as a director in an SEC filing dated Feb 14, 2019
  • Sean P Hennessy · Last reported as SVP-Corp Plan, Develop & Admin in an SEC filing dated Feb 20, 2018
  • Robert J Davisson · Last reported as President, The Americas Group in an SEC filing dated Dec 6, 2017
  • Cheri M Phyfer · Last reported as President-Consumer Brands Grp in an SEC filing dated Jun 9, 2017
  • Catherine M Kilbane · Last reported as SVP, Gen. Counsel & Secretary in an SEC filing dated May 9, 2017
  • Thomas G Kadien · Last reported as a director in an SEC filing dated Mar 16, 2017
  • Christopher M Connor · Last reported as a director in an SEC filing dated Feb 22, 2017
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.

SHW Proposed Insider Sales (Form 144)

Latest: 2026-11-04
Last 30d: 4 filings · $3.1M notice value  ·  Last 90d: 5 filings · $7.8M notice value · 5 unique filers

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Top 90-day filers: Binns Justin T (1, $4.8M) · GARCEAU MARY L (1, $1.4M) · Jaye James R (1, $795K) · Lang James P. (1, $474K) · Young Bryan J (1, $454K)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-11-04 Lang James P. Officer 1,309 $473.7K 2026-11-04 Fidelity Brokerage Services LLC — EDGAR
2026-11-03 Young Bryan J Officer 1,314 $454.3K 2026-11-03 Fidelity Brokerage Services LLC — EDGAR
2026-11-03 Jaye James R Officer 2,301 $795.1K 2026-11-03 Fidelity Brokerage Services LLC — EDGAR
2026-11-02 GARCEAU MARY L Officer 3,891 $1.36M 2026-11-02 Fidelity Brokerage Services LLC — EDGAR
2026-08-17 Binns Justin T Officer 13,500 $4.76M 2026-08-17 Fidelity Brokerage Services LLC — EDGAR
2026-08-07 Jorgenrud Karl J Officer 7,886 $2.90M 2026-08-07 Fidelity Brokerage Services LLC — EDGAR
2026-02-24 Young Bryan J Officer 2,513 $915.9K 2026-02-24 Fidelity Brokerage Services LLC — EDGAR
2026-02-02 Davie Colin M. Officer 2,976 $1.07M 2026-02-02 Fidelity Brokerage Services LLC — EDGAR
2025-08-25 Binns Justin T Officer 609 $224.6K 2025-08-25 Fidelity Brokerage Services LLC — EDGAR
2025-08-06 Lang James P. Officer 860 $301.3K 2025-08-06 Fidelity Brokerage Services LLC — EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-04-28
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Accession Link
2026-04-28 0000089800-26-000036 EDGAR
2026-04-24 0000089800-26-000031 EDGAR
2026-02-09 0001193125-26-042049 EDGAR
2026-01-29 0000089800-26-000003 EDGAR
2025-11-17 0001193125-25-284461 EDGAR
2025-11-05 0001193125-25-266102 EDGAR
2025-11-03 0000089800-25-000128 EDGAR
2025-10-28 0000089800-25-000124 EDGAR
2025-10-01 0000089800-25-000120 EDGAR
2025-08-12 0001193125-25-178475 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2026-02-19 0000089800-26-000008 EDGAR
2025-02-20 0000089800-25-000030 EDGAR
2024-02-20 0000089800-24-000033 EDGAR
2023-02-22 0000089800-23-000007 EDGAR
2022-02-17 0000089800-22-000007 EDGAR
2021-02-19 0000089800-21-000010 EDGAR
2020-02-21 0000089800-20-000005 EDGAR
2019-02-22 0000089800-19-000004 EDGAR
2018-02-23 0000089800-18-000004 EDGAR
2017-02-22 0000089800-17-000005 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-04-28 0000089800-26-000038 EDGAR
2025-10-28 0000089800-25-000126 EDGAR
2025-07-24 0000089800-25-000115 EDGAR
2025-04-29 0000089800-25-000087 EDGAR
2024-10-22 0000089800-24-000157 EDGAR
2024-07-23 0000089800-24-000105 EDGAR
2024-04-30 0000089800-24-000087 EDGAR
2023-10-24 0000089800-23-000031 EDGAR
2023-07-25 0000089800-23-000025 EDGAR
2023-04-25 0000089800-23-000014 EDGAR
ETF Holders
318 ETFs hold SHW
25 shown · $12.45B total exposure · 0.24% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 VTI Vanguard Morningstar Total Stock Market ETF Vanguard 0.11% $2.5B — 2026-09-30
2 VOO Vanguard S&P 500 ETF Vanguard 0.11% $1.9B — 2026-09-30
3 DIA State Street® SPDR® Dow Jones Industrial Average® ETF Trust SPDR (State Street) 4.05% $1.9B $45.9B 2026-11-04
4 IVV iShares Core S&P 500 ETF iShares (BlackRock) 0.13% $1.1B $850.0B 2026-11-04
5 SPY State Street® SPDR® S&P 500® ETF Trust SPDR (State Street) 0.12% $1.0B $818.5B 2026-11-04
6 VTV Vanguard Morningstar Value ETF Vanguard 0.30% $747.3M — 2026-09-30
7 XLB State Street® Materials Select Sector SPDR® ETF SPDR (State Street) 5.08% $440.8M $8.7B 2026-11-04
8 VIG Vanguard Dividend Appreciation ETF Vanguard 0.33% $417.4M — 2026-09-30
9 VAW Vanguard Materials ETF Vanguard 5.13% $231.7M — 2026-09-30
10 SPYM State Street® SPDR® Portfolio S&P 500® ETF SPDR (State Street) 0.13% $231.7M $185.1B 2026-11-04
11 RSP Invesco S&P 500 Equal Weight ETF Invesco 0.22% $226.1M — 2026-11-04
12 QUAL iShares MSCI USA Quality Factor ETF iShares (BlackRock) 0.38% $184.7M $47.5B 2026-11-04
13 NOBL ProShares S&P 500 Dividend Aristocrats ETF ProShares 1.45% $176.8M — 2026-11-05
14 SCHG Schwab U.S. Large-Cap Growth ETF Nport 0.24% $149.1M — 2026-05-31
15 IVE iShares S&P 500 Value ETF iShares (BlackRock) 0.27% $138.7M $51.7B 2026-11-04
16 DFAC Dimensional US Core Equity 2 ETF Dimensional 0.15% $137.5M — 2026-11-04
17 IWD iShares Russell 1000 Value ETF iShares (BlackRock) 0.16% $134.4M $83.3B 2026-11-04
18 DUHP Dimensional US High Profitability ETF Dimensional 0.66% $129.4M — 2026-11-04
19 ITOT iShares Core S&P Total U.S. Stock Market ETF iShares (BlackRock) 0.11% $107.5M $92.8B 2026-11-04
20 SPYV State Street® SPDR® Portfolio S&P 500® Value ETF SPDR (State Street) 0.27% $105.4M $39.3B 2026-11-04
21 ITB iShares U.S. Home Construction ETF iShares (BlackRock) 4.45% $105.1M $2.3B 2026-11-04
22 SDY State Street® SPDR® S&P® Dividend ETF SPDR (State Street) 0.45% $103.9M $22.8B 2026-11-04
23 VV Vanguard Morningstar Large-Cap ETF Vanguard 0.12% $92.4M — 2026-09-30
24 DGRW WisdomTree U.S. Quality Dividend Growth Fund Nport 0.54% $90.2M — 2026-06-30
25 IWF iShares Russell 1000 Growth ETF iShares (BlackRock) 0.07% $82.3M $112.9B 2026-11-04
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

Trailing P/E
31.59
TTM Diluted EPS
$10.88
TTM Revenue
$24.91B
TTM Net Income
$2.68B
TTM Op. Cash Flow
$3.68B
Quarterly figures (12 quarters)
QuarterPeriod EndRevenueNet IncomeDiluted EPSOp. Cash Flow
Q3 '262026-09-30$6.86B$821.00M$3.38$1.10B
Q2 '262026-06-30$6.79B$843.60M$3.43$1.35B
Q1 '262026-03-31$5.67B$534.70M$2.15$139.10M
Q4 '252025-12-31$5.60B$476.80M$1.92$1.09B
Q3 '252025-09-30$6.36B$833.10M$3.35$1.31B
Q2 '252025-06-30$6.31B$754.70M$3.00$1.11B
Q1 '252025-03-31$5.31B$503.90M$2.00$-61.10M
Q4 '242024-12-31$5.30B$480.10M$1.90$934.50M
Q3 '242024-09-30$6.16B$806.20M$3.18$1.07B
Q2 '242024-06-30$6.27B$889.90M$3.50$1.20B
Q1 '242024-03-31$5.37B$505.20M$1.97$-58.90M
Q4 '232023-12-31$5.25B$356.20M$1.40$918.60M
Q3 2026 • period ending 2026-09-30 • filed 2026-10-27
Valuation

Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.

Price Multiples
  • P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
  • P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
  • P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
  • EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
  • EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
  • ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
  • ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
  • Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
  • FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
  • Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
  • Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
  • Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
  • Multiples expanding while earnings are flat = sentiment-driven rally.
  • Multiples compressing while earnings grow = value coming from fundamentals.
P/E
31.67
P/B
22.14
P/S
3.50
EV/EBITDA
19.36
EV/Sales
3.83
ROE
69.7%
ROA
10.0%
Div Yield
0.89%
FCF Yield
4.55%
Debt/Equity
2.16
Current Ratio
—
Market Cap
$85.36B
as of 2026-11-06
Short Interest & Float

Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.

Metric definitions
  • Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
  • SI % of Float — short interest / free float. The key crowding metric.
  • Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
  • Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
  • Free Float — shares available for public trading (total shares minus insider / restricted).
  • Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
  • SI % of Float < 5% — typical, no particular signal.
  • 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
  • 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
  • >30% — extreme; borrow is likely expensive and squeeze risk is material.
  • Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
  • Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
  • A sudden drop in SI after a rally may indicate a squeeze in progress.

Short interest is reported mid-month and end-of-month; short volume is daily.

Short Interest
6.59M
SI % of Float
2.89%
Days to Cover
4.59
Short Vol Ratio
60.0%
Free Float
227.93M
Float %
93.9%
Short interest 2026-10-15 • Short volume 2026-11-05 • Float 2026-08-24