Seaport Res Ptn Issues Pessimistic Outlook for RPM Earnings

RPM International Inc. (NYSE:RPM) – Stock analysts at Seaport Res Ptn lowered their Q3 2025 earnings per share estimates for RPM International in a research note issued to investors on Tuesday, January 7th. Seaport Res Ptn analyst M. Harrison now expects that the specialty chemicals company will post earnings per share of $0.52 for the quarter, down from their previous forecast of $0.63. The consensus estimate for RPM International’s current full-year earnings is $5.56 per share. Seaport Res Ptn also issued estimates for RPM International’s Q4 2025 earnings at $1.79 EPS, Q2 2026 earnings at $1.55 EPS, Q3 2026 earnings at $0.67 EPS, Q4 2026 earnings at $2.03 EPS and FY2026 earnings at $6.23 EPS.

RPM International (NYSE:RPM) last released its earnings results on Tuesday, January 7th. The specialty chemicals company reported $1.39 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.34 by $0.05. RPM International had a net margin of 8.43% and a return on equity of 26.82%. The firm had revenue of $1.85 billion during the quarter, compared to the consensus estimate of $1.79 billion. During the same period in the previous year, the firm earned $1.22 earnings per share. RPM International’s revenue was up 3.0% compared to the same quarter last year.

RPM has been the subject of a number of other research reports. Morgan Stanley boosted their target price on RPM International from $107.00 to $125.00 and gave the stock an “equal weight” rating in a report on Friday, October 4th. BMO Capital Markets restated an “outperform” rating and issued a $149.00 target price (up from $139.00) on shares of RPM International in a research note on Thursday, October 3rd. UBS Group raised their price target on shares of RPM International from $123.00 to $130.00 and gave the company a “neutral” rating in a report on Thursday, December 19th. Wells Fargo & Company upgraded shares of RPM International from an “equal weight” rating to an “overweight” rating and boosted their price objective for the stock from $134.00 to $140.00 in a report on Wednesday. Finally, Royal Bank of Canada raised their target price on RPM International from $120.00 to $126.00 and gave the company a “sector perform” rating in a research note on Thursday, October 3rd. Five investment analysts have rated the stock with a hold rating and six have assigned a buy rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $132.00.

RPM International Stock Up 0.5 %

Shares of RPM opened at $122.36 on Thursday. The company has a quick ratio of 1.48, a current ratio of 2.26 and a debt-to-equity ratio of 0.77. The firm has a market cap of $15.75 billion, a PE ratio of 25.65, a price-to-earnings-growth ratio of 1.98 and a beta of 1.02. The company’s fifty day moving average is $131.45 and its two-hundred day moving average is $123.13. RPM International has a fifty-two week low of $103.63 and a fifty-two week high of $141.79.

RPM International Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, January 31st. Stockholders of record on Friday, January 17th will be given a $0.51 dividend. The ex-dividend date is Friday, January 17th. This represents a $2.04 annualized dividend and a dividend yield of 1.67%. RPM International’s payout ratio is 42.77%.

Insider Transactions at RPM International

In other RPM International news, VP Tracy D. Crandall sold 3,718 shares of the firm’s stock in a transaction dated Friday, October 18th. The shares were sold at an average price of $133.71, for a total value of $497,133.78. Following the transaction, the vice president now owns 22,738 shares of the company’s stock, valued at $3,040,297.98. This trade represents a 14.05 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CAO Michael J. Laroche sold 3,615 shares of the company’s stock in a transaction that occurred on Thursday, October 31st. The shares were sold at an average price of $127.14, for a total value of $459,611.10. Following the transaction, the chief accounting officer now directly owns 11,596 shares of the company’s stock, valued at $1,474,315.44. This trade represents a 23.77 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last quarter, insiders sold 7,927 shares of company stock worth $1,037,214. 1.60% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Geode Capital Management LLC increased its stake in shares of RPM International by 5.8% in the third quarter. Geode Capital Management LLC now owns 2,656,684 shares of the specialty chemicals company’s stock valued at $320,851,000 after purchasing an additional 145,070 shares during the period. Pacer Advisors Inc. grew its holdings in RPM International by 9,945.2% in the 2nd quarter. Pacer Advisors Inc. now owns 1,949,479 shares of the specialty chemicals company’s stock worth $209,920,000 after buying an additional 1,930,072 shares in the last quarter. Sumitomo Mitsui Trust Group Inc. increased its position in RPM International by 0.8% in the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 241,551 shares of the specialty chemicals company’s stock valued at $29,228,000 after acquiring an additional 1,919 shares during the period. National Pension Service raised its stake in RPM International by 4.8% during the 3rd quarter. National Pension Service now owns 224,212 shares of the specialty chemicals company’s stock valued at $27,130,000 after acquiring an additional 10,317 shares in the last quarter. Finally, Caisse DE Depot ET Placement DU Quebec boosted its position in RPM International by 2,975.6% during the 3rd quarter. Caisse DE Depot ET Placement DU Quebec now owns 200,742 shares of the specialty chemicals company’s stock worth $24,290,000 after acquiring an additional 194,215 shares during the period. Institutional investors and hedge funds own 80.95% of the company’s stock.

About RPM International

RPM International Inc manufactures and sells specialty chemicals for the industrial, specialty, and consumer markets worldwide. It offers waterproofing, coating, and traditional roofing systems; sealants, air barriers, tapes, and foams; residential home weatherization systems; roofing and building maintenance services; sealing and bonding, subfloor preparation, flooring, and glazing solutions; resin flooring systems, polyurethane, MMA waterproof, epoxy floor paint and coatings, concrete repair, and protection products; fire stopping and intumescent steel coating, and manufacturing industry solutions; rolled asphalt roofing materials and chemical admixtures; concrete and masonry admixtures, concrete fibers, curing and sealing compounds, structural grouts and mortars, epoxy adhesives, injection resins, polyurethane foams, floor hardeners and toppings, joint fillers, industrial and architectural coatings, decorative color/stains/stamps, and restoration materials; insulated building cladding materials; and concrete form wall systems.