RPM International (NYSE:RPM) Shares Gap Up on Better-Than-Expected Earnings

RPM International Inc. (NYSE:RPM)’s share price gapped up prior to trading on Wednesday after the company announced better than expected quarterly earnings. The stock had previously closed at $101.53, but opened at $107.00. RPM International shares last traded at $107.4910, with a volume of 355,478 shares.

The specialty chemicals company reported $1.89 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.83 by $0.06. RPM International had a return on equity of 22.55% and a net margin of 8.63%.The business had revenue of $2.23 billion for the quarter, compared to the consensus estimate of $2.18 billion. During the same period in the prior year, the business earned $1.72 earnings per share. The business’s revenue was up 7.2% on a year-over-year basis.

RPM International Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Tuesday, July 14th will be paid a $0.54 dividend. The ex-dividend date of this dividend is Tuesday, July 14th. This represents a $2.16 annualized dividend and a yield of 2.0%. RPM International’s payout ratio is presently 41.62%.

More RPM International News

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

• Positive Sentiment: RPM posted record Q4 results, with EPS of $1.89 and revenue of $2.23 billion, both ahead of estimates, signaling solid demand and execution. RPM Reports Record Fiscal 2026 Fourth-Quarter and Full-Year Results
• Positive Sentiment: The company said it is expanding its buyback program, which can support the share price by boosting per-share earnings and signaling management confidence. RPM International Posts Record Results, Expands Buyback Program
• Neutral Sentiment: RPM also updated its FY2027 revenue guidance to $8.1 billion-$8.4 billion, which investors are likely comparing against consensus to gauge whether growth can continue after the strong quarter. RPM International earnings call transcript
• Neutral Sentiment: An insider filing showed a non-discretionary stock sale tied to tax withholding from vested performance units, which appears routine and not a negative signal by itself. Insider filing after record quarterly results
• Negative Sentiment: Management noted that the Iran conflict could pressure costs early in fiscal 2027, suggesting some margin headwinds may emerge even after the strong quarter. RPM International expects Iran conflict to hit costs hardest early in fiscal 2027

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on RPM. Morgan Stanley lifted their price target on shares of RPM International from $118.00 to $121.00 and gave the stock an “equal weight” rating in a report on Thursday, April 9th. Zacks Research raised shares of RPM International from a “strong sell” rating to a “hold” rating in a research note on Thursday, April 9th. UBS Group upgraded shares of RPM International from a “neutral” rating to a “buy” rating and raised their target price for the stock from $118.00 to $130.00 in a research report on Wednesday, May 27th. Weiss Ratings cut shares of RPM International from a “hold (c+)” rating to a “hold (c)” rating in a research note on Wednesday, April 29th. Finally, Bank of America cut their price target on RPM International from $128.00 to $125.00 and set a “buy” rating for the company in a report on Thursday, April 9th. Eleven investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $127.00.

Institutional Trading of RPM International

Several hedge funds and other institutional investors have recently added to or reduced their stakes in RPM. Ares Financial Consulting LLC purchased a new position in shares of RPM International during the 4th quarter worth about $37,000. Los Angeles Capital Management LLC acquired a new position in RPM International during the fourth quarter worth approximately $60,000. Rothschild Investment LLC increased its position in RPM International by 2,387.0% during the fourth quarter. Rothschild Investment LLC now owns 572 shares of the specialty chemicals company’s stock worth $59,000 after purchasing an additional 549 shares during the last quarter. Resources Management Corp CT ADV raised its stake in RPM International by 21,566.7% during the fourth quarter. Resources Management Corp CT ADV now owns 650 shares of the specialty chemicals company’s stock worth $68,000 after purchasing an additional 647 shares during the period. Finally, Commonwealth Retirement Investments LLC purchased a new position in RPM International during the fourth quarter worth approximately $69,000. Hedge funds and other institutional investors own 80.95% of the company’s stock.

RPM International Stock Performance

The company has a market cap of $13.72 billion, a price-to-earnings ratio of 20.72, a price-to-earnings-growth ratio of 2.31 and a beta of 1.04. The stock’s fifty day simple moving average is $105.35 and its two-hundred day simple moving average is $106.28. The company has a debt-to-equity ratio of 0.81, a quick ratio of 1.44 and a current ratio of 2.28.

RPM International Company Profile

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.