Zacks Research Analysts Decrease Earnings Estimates for RPM

RPM International Inc. (NYSE:RPM) – Stock analysts at Zacks Research lowered their Q3 2026 earnings per share (EPS) estimates for RPM International in a report released on Thursday, January 22nd. Zacks Research analyst Team now expects that the specialty chemicals company will earn $0.39 per share for the quarter, down from their previous estimate of $0.46. The consensus estimate for RPM International’s current full-year earnings is $5.50 per share. Zacks Research also issued estimates for RPM International’s Q4 2026 earnings at $1.78 EPS, FY2026 earnings at $5.24 EPS, Q1 2027 earnings at $2.02 EPS, Q2 2027 earnings at $1.48 EPS, Q3 2027 earnings at $0.54 EPS, Q4 2027 earnings at $2.12 EPS, FY2027 earnings at $6.16 EPS, Q1 2028 earnings at $2.10 EPS, Q2 2028 earnings at $1.59 EPS and FY2028 earnings at $6.70 EPS.

RPM has been the subject of several other research reports. Mizuho set a $120.00 target price on shares of RPM International in a research note on Thursday, January 8th. BMO Capital Markets decreased their price target on shares of RPM International from $152.00 to $149.00 and set an “outperform” rating for the company in a report on Thursday, January 8th. Deutsche Bank Aktiengesellschaft dropped their price objective on RPM International from $138.00 to $126.00 and set a “buy” rating on the stock in a research note on Monday, January 12th. JPMorgan Chase & Co. upgraded RPM International from a “neutral” rating to an “overweight” rating and reduced their target price for the stock from $117.00 to $115.00 in a report on Friday, January 9th. Finally, Evercore ISI decreased their target price on RPM International from $145.00 to $125.00 and set an “outperform” rating for the company in a research note on Tuesday, November 11th. Ten equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $126.75.

RPM International Stock Down 1.8%

RPM International stock opened at $109.45 on Friday. The company’s 50 day simple moving average is $106.63 and its 200 day simple moving average is $113.53. RPM International has a fifty-two week low of $95.28 and a fifty-two week high of $129.12. The firm has a market capitalization of $14.02 billion, a price-to-earnings ratio of 21.09, a PEG ratio of 2.68 and a beta of 1.11. The company has a debt-to-equity ratio of 0.80, a current ratio of 2.22 and a quick ratio of 1.45.

RPM International (NYSE:RPM) last posted its earnings results on Thursday, January 8th. The specialty chemicals company reported $1.20 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.41 by ($0.21). The company had revenue of $1.91 billion for the quarter, compared to analyst estimates of $1.94 billion. RPM International had a return on equity of 22.49% and a net margin of 8.79%.RPM International’s quarterly revenue was up 3.5% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.39 earnings per share.

RPM International Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, January 30th. Stockholders of record on Friday, January 16th will be issued a $0.54 dividend. This represents a $2.16 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date is Friday, January 16th. RPM International’s payout ratio is 41.62%.

Insider Activity

In related news, Director Salvatore D. Fazzolari sold 375 shares of the stock in a transaction dated Friday, October 31st. The stock was sold at an average price of $107.67, for a total transaction of $40,376.25. Following the completion of the transaction, the director directly owned 21,578 shares in the company, valued at approximately $2,323,303.26. This trade represents a 1.71% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, VP Timothy R. Kinser sold 3,441 shares of RPM International stock in a transaction that occurred on Wednesday, January 21st. The shares were sold at an average price of $110.31, for a total value of $379,576.71. Following the completion of the sale, the vice president directly owned 21,248 shares in the company, valued at approximately $2,343,866.88. This represents a 13.94% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 1.60% of the stock is owned by corporate insiders.

Institutional Trading of RPM International

A number of hedge funds and other institutional investors have recently made changes to their positions in RPM. Boston Trust Walden Corp increased its position in shares of RPM International by 8.5% during the 3rd quarter. Boston Trust Walden Corp now owns 652,716 shares of the specialty chemicals company’s stock worth $76,942,000 after purchasing an additional 51,152 shares during the last quarter. Fairway Wealth LLC grew its stake in shares of RPM International by 4.4% in the third quarter. Fairway Wealth LLC now owns 224,336 shares of the specialty chemicals company’s stock valued at $26,445,000 after buying an additional 9,409 shares in the last quarter. Quantbot Technologies LP acquired a new position in RPM International during the second quarter worth $2,791,000. Pacer Advisors Inc. increased its holdings in RPM International by 242.2% during the third quarter. Pacer Advisors Inc. now owns 19,768 shares of the specialty chemicals company’s stock worth $2,330,000 after buying an additional 13,992 shares during the last quarter. Finally, SG Americas Securities LLC raised its position in RPM International by 105.9% during the second quarter. SG Americas Securities LLC now owns 10,512 shares of the specialty chemicals company’s stock worth $1,155,000 after acquiring an additional 5,406 shares in the last quarter. 80.95% of the stock is currently owned by institutional investors and hedge funds.

More RPM International News

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

• Positive Sentiment: Company declared a quarterly dividend of $0.54 (payable Jan 30), providing cash yield (~1.9%) and a steady payout (41.6% payout ratio) that supports investor income demand. RPM MarketBeat Coverage
• Positive Sentiment: RPM has delivered strong long-term returns (about 44% over five years), which can attract buy-and-hold and dividend-growth investors. Investors in RPM International (Yahoo)
• Positive Sentiment: Wall Street coverage remains skewed positive overall (consensus “Moderate Buy,” 10 Buys vs. 5 Holds, consensus target ~$126.75), offering some support to the share price. RPM MarketBeat Coverage
• Neutral Sentiment: Institutional ownership remains high (~81% owned by funds); recent small adjustments by several small managers are unlikely to move the stock materially in the near term. RPM MarketBeat Coverage
• Negative Sentiment: Zacks Research issued multiple downward revisions to RPM’s near-term and multi-year EPS forecasts (cuts to FY2026/FY2027/FY2028 and several quarterly trims), lowering growth expectations and pressure on valuation. Zacks estimate changes (MarketBeat)
• Negative Sentiment: RPM missed on the most recent quarter (Jan 8) — EPS and revenue came in below consensus — which likely prompted the analyst downgrades and investor caution. RPM earnings recap (MarketBeat)
• Negative Sentiment: Insider selling: VP Timothy R. Kinser sold 3,441 shares (~$379k), trimming his position by ~14% — an event investors often view as a modest negative signal. Timothy Kinser insider sale

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.