FY2026 EPS Estimate for RPM International Lifted by Analyst

RPM International Inc. (NYSE:RPM) – Stock analysts at Zacks Research upped their FY2026 earnings per share (EPS) estimates for shares of RPM International in a report released on Wednesday, April 22nd. Zacks Research analyst Team now anticipates that the specialty chemicals company will post earnings of $5.46 per share for the year, up from their previous estimate of $5.24. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for RPM International’s current full-year earnings is $5.46 per share. Zacks Research also issued estimates for RPM International’s Q4 2026 earnings at $1.81 EPS, Q1 2027 earnings at $1.93 EPS, Q2 2027 earnings at $1.51 EPS, Q3 2027 earnings at $0.58 EPS, FY2027 earnings at $6.14 EPS, Q2 2028 earnings at $1.62 EPS and Q3 2028 earnings at $0.78 EPS.

RPM International (NYSE:RPM) last posted its quarterly earnings data on Wednesday, April 8th. The specialty chemicals company reported $0.57 earnings per share for the quarter, beating analysts’ consensus estimates of $0.37 by $0.20. RPM International had a net margin of 8.63% and a return on equity of 22.55%. The business had revenue of $1.61 billion for the quarter, compared to analysts’ expectations of $1.55 billion. During the same quarter in the previous year, the business posted $0.35 earnings per share. The business’s revenue was up 8.9% compared to the same quarter last year.

Other equities analysts also recently issued research reports about the company. KeyCorp reaffirmed a “sector weight” rating on shares of RPM International in a research report on Friday, January 9th. Bank of America cut their price objective on RPM International from $128.00 to $125.00 and set a “buy” rating on the stock in a research report on Thursday, April 9th. Morgan Stanley upped their price objective on RPM International from $118.00 to $121.00 and gave the company an “equal weight” rating in a research report on Thursday, April 9th. Deutsche Bank Aktiengesellschaft cut their price objective on RPM International from $138.00 to $126.00 and set a “buy” rating on the stock in a research report on Monday, January 12th. Finally, UBS Group upped their price objective on RPM International from $108.00 to $118.00 and gave the company a “neutral” rating in a research report on Friday, April 10th. Ten investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $126.33.

RPM International Stock Performance

Shares of RPM International stock opened at $104.86 on Friday. The stock’s fifty day moving average is $105.32 and its two-hundred day moving average is $107.58. The company has a market capitalization of $13.38 billion, a PE ratio of 20.20, a price-to-earnings-growth ratio of 2.70 and a beta of 1.10. The company has a quick ratio of 1.44, a current ratio of 2.28 and a debt-to-equity ratio of 0.81. RPM International has a 52 week low of $92.92 and a 52 week high of $129.12.

RPM International Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, April 30th. Stockholders of record on Thursday, April 16th will be given a dividend of $0.54 per share. The ex-dividend date of this dividend is Thursday, April 16th. This represents a $2.16 dividend on an annualized basis and a dividend yield of 2.1%. RPM International’s dividend payout ratio is presently 41.62%.

Hedge Funds Weigh In On RPM International

A number of hedge funds and other institutional investors have recently made changes to their positions in RPM. PFA Pension Forsikringsaktieselskab bought a new position in shares of RPM International during the 4th quarter worth $54,307,000. Life Cycle Investment Partners Ltd bought a new position in shares of RPM International during the 4th quarter worth $16,175,000. Danske Bank A S bought a new position in shares of RPM International during the 3rd quarter worth $17,362,000. River Road Asset Management LLC bought a new position in shares of RPM International during the 4th quarter worth $6,658,000. Finally, California State Teachers Retirement System grew its position in shares of RPM International by 21.7% during the 2nd quarter. California State Teachers Retirement System now owns 355,934 shares of the specialty chemicals company’s stock worth $39,096,000 after buying an additional 63,532 shares in the last quarter. Institutional investors own 80.95% of the company’s stock.

Key Stories Impacting RPM International

Here are the key news stories impacting RPM International this week:

• Positive Sentiment: Zacks lifted several near-term and FY2026 earnings estimates (notably FY2026 from $5.24 to $5.46, and small raises to Q4 2026, Q2 2027, Q2 2028 and Q3 2028), signaling modest upside to RPM’s near-term earnings trajectory. This supports a positive view on earnings momentum.
• Positive Sentiment: Corporate governance update — RPM added Thomas C. Gentile, III to its board, a move the company says is aimed at supporting growth initiatives; board additions can be viewed positively by investors looking for strategic depth. RPM International Adds Gentile to Board for Growth
• Neutral Sentiment: Zacks maintained a “Hold” rating on RPM — analysts raised and trimmed specific quarter estimates but left the overall recommendation unchanged, which tempers the impact of the estimate changes.
• Neutral Sentiment: The consensus full-year earnings figure referenced in the reports remains near $5.43 per share, suggesting Zacks’ revisions are more about quarter-by-quarter timing than a large change to full-year consensus.
• Negative Sentiment: Zacks trimmed Q1 2027 EPS (from $2.02 to $1.93) and modestly lowered FY2027 (from $6.15 to $6.14), which introduces downside risk to near-term expectations and may have offset some of the positive estimate moves.

About RPM International

RPM International Inc is a global holding company whose subsidiaries specialize in the manufacture and marketing of high-performance coatings, sealants, building materials, and specialty chemicals. Through its two principal operating segments—Performance Coatings and Industrial Coatings—RPM serves a diverse range of end markets, including construction, consumer products, industrial maintenance, and specialty applications.

The company’s Performance Coatings segment offers a broad portfolio of architectural coatings, waterproofing systems, and specialty building products used by contractors, builders, and homeowners.