Zacks Research Cuts Earnings Estimates for RPM International

RPM International Inc. (NYSE:RPM) – Analysts at Zacks Research reduced their Q4 2025 earnings per share (EPS) estimates for RPM International in a research report issued to clients and investors on Wednesday, October 16th. Zacks Research analyst A. Gupta now forecasts that the specialty chemicals company will post earnings of $1.76 per share for the quarter, down from their previous forecast of $1.79. The consensus estimate for RPM International’s current full-year earnings is $5.55 per share. Zacks Research also issued estimates for RPM International’s Q1 2026 earnings at $1.94 EPS and Q2 2026 earnings at $1.52 EPS.

RPM International (NYSE:RPM) last issued its quarterly earnings data on Wednesday, October 2nd. The specialty chemicals company reported $1.84 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.75 by $0.09. The firm had revenue of $1.97 billion for the quarter, compared to the consensus estimate of $2.01 billion. RPM International had a net margin of 8.43% and a return on equity of 26.82%. The company’s quarterly revenue was down 2.1% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.64 EPS.

A number of other research firms have also recently commented on RPM. StockNews.com upgraded RPM International from a “hold” rating to a “buy” rating in a research note on Saturday, October 12th. Vertical Research upgraded shares of RPM International from a “hold” rating to a “buy” rating and set a $126.00 price target on the stock in a research note on Tuesday, July 16th. Wells Fargo & Company lifted their price objective on shares of RPM International from $125.00 to $134.00 and gave the stock an “equal weight” rating in a research note on Thursday, October 3rd. Royal Bank of Canada upped their target price on RPM International from $120.00 to $126.00 and gave the company a “sector perform” rating in a research report on Thursday, October 3rd. Finally, Mizuho lowered their price target on RPM International from $136.00 to $134.00 and set an “outperform” rating for the company in a research report on Friday, July 26th. Six investment analysts have rated the stock with a hold rating and five have issued a buy rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus price target of $129.70.

RPM International Stock Up 0.3 %

RPM International stock opened at $133.58 on Friday. The company has a debt-to-equity ratio of 0.77, a current ratio of 2.26 and a quick ratio of 1.48. The stock has a market capitalization of $17.19 billion, a price-to-earnings ratio of 28.00, a PEG ratio of 2.00 and a beta of 1.00. RPM International has a 1-year low of $88.84 and a 1-year high of $134.56. The business has a fifty day moving average price of $121.17 and a 200-day moving average price of $114.74.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in the business. GAMMA Investing LLC lifted its holdings in RPM International by 14.3% during the first quarter. GAMMA Investing LLC now owns 808 shares of the specialty chemicals company’s stock valued at $96,000 after purchasing an additional 101 shares in the last quarter. Los Angeles Capital Management LLC lifted its stake in RPM International by 3.0% in the 1st quarter. Los Angeles Capital Management LLC now owns 3,833 shares of the specialty chemicals company’s stock valued at $456,000 after buying an additional 110 shares in the last quarter. Summit Financial LLC boosted its holdings in RPM International by 5.9% in the 2nd quarter. Summit Financial LLC now owns 2,514 shares of the specialty chemicals company’s stock worth $271,000 after buying an additional 141 shares during the last quarter. SVB Wealth LLC increased its stake in RPM International by 3.0% during the 1st quarter. SVB Wealth LLC now owns 5,491 shares of the specialty chemicals company’s stock worth $653,000 after buying an additional 159 shares in the last quarter. Finally, Motley Fool Asset Management LLC raised its holdings in shares of RPM International by 8.1% during the first quarter. Motley Fool Asset Management LLC now owns 2,631 shares of the specialty chemicals company’s stock valued at $313,000 after acquiring an additional 197 shares during the last quarter. Hedge funds and other institutional investors own 80.95% of the company’s stock.

Insider Activity at RPM International

In other news, VP Matthew T. Ratajczak sold 1,452 shares of the firm’s stock in a transaction that occurred on Monday, July 29th. The shares were sold at an average price of $117.79, for a total transaction of $171,031.08. Following the sale, the vice president now owns 24,339 shares of the company’s stock, valued at $2,866,890.81. This trade represents a 0.00 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. In related news, CEO Frank C. Sullivan sold 57,083 shares of the company’s stock in a transaction dated Friday, August 16th. The stock was sold at an average price of $116.06, for a total value of $6,625,052.98. Following the completion of the transaction, the chief executive officer now owns 1,039,040 shares of the company’s stock, valued at approximately $120,590,982.40. This represents a 0.00 % decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, VP Matthew T. Ratajczak sold 1,452 shares of the firm’s stock in a transaction that occurred on Monday, July 29th. The shares were sold at an average price of $117.79, for a total value of $171,031.08. Following the completion of the sale, the vice president now directly owns 24,339 shares in the company, valued at approximately $2,866,890.81. The trade was a 0.00 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 61,691 shares of company stock worth $7,202,419. 1.60% of the stock is owned by corporate insiders.

RPM International Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, October 31st. Investors of record on Friday, October 18th will be issued a dividend of $0.51 per share. This represents a $2.04 annualized dividend and a yield of 1.53%. This is a positive change from RPM International’s previous quarterly dividend of $0.46. The ex-dividend date is Friday, October 18th. RPM International’s dividend payout ratio (DPR) is 38.57%.

RPM International Company Profile

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.