Zacks Research Issues Pessimistic Forecast for RPM Earnings

RPM International Inc. (NYSE:RPM) – Equities researchers at Zacks Research decreased their Q3 2026 earnings per share estimates for shares of RPM International in a research note issued to investors on Thursday, January 22nd. Zacks Research analyst Team now expects that the specialty chemicals company will post earnings of $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 International (NYSE:RPM) last released its earnings results on Thursday, January 8th. The specialty chemicals company reported $1.20 EPS for the quarter, missing analysts’ consensus estimates of $1.41 by ($0.21). The firm had revenue of $1.91 billion during the quarter, compared to analysts’ expectations of $1.94 billion. RPM International had a net margin of 8.79% and a return on equity of 22.49%. The company’s revenue for the quarter was up 3.5% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.39 EPS.

Several other research analysts have also issued reports on the stock. Bank of America upgraded shares of RPM International from a “neutral” rating to a “buy” rating and increased their price target for the stock from $126.00 to $129.00 in a research note on Tuesday, October 14th. BMO Capital Markets lowered their target price 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. Royal Bank Of Canada upgraded RPM International from a “sector perform” rating to an “outperform” rating and upped their price target for the stock from $121.00 to $132.00 in a research note on Tuesday, December 9th. Morgan Stanley reiterated a “buy” rating on shares of RPM International in a research note on Thursday, January 8th. Finally, Mizuho set a $120.00 target price on RPM International in a research note on Thursday, January 8th. Ten investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. According to MarketBeat, RPM International has an average rating of “Moderate Buy” and an average price target of $126.75.

RPM International Stock Performance

Shares of RPM International stock opened at $111.45 on Friday. RPM International has a 12 month low of $95.28 and a 12 month high of $129.12. The firm has a market capitalization of $14.27 billion, a P/E ratio of 21.47, a P/E/G ratio of 2.67 and a beta of 1.11. The company has a current ratio of 2.22, a quick ratio of 1.45 and a debt-to-equity ratio of 0.80. The business has a fifty day simple moving average of $106.58 and a two-hundred day simple moving average of $113.54.

Institutional Investors Weigh In On RPM International

Hedge funds and other institutional investors have recently modified their holdings of the stock. Venturi Wealth Management LLC lifted its position in RPM International by 10.0% during the fourth quarter. Venturi Wealth Management LLC now owns 6,738 shares of the specialty chemicals company’s stock valued at $701,000 after purchasing an additional 614 shares in the last quarter. V Square Quantitative Management LLC bought a new position in shares of RPM International in the fourth quarter worth about $86,000. Independence Bank of Kentucky lifted its position in shares of RPM International by 43.5% during the 4th quarter. Independence Bank of Kentucky now owns 1,650 shares of the specialty chemicals company’s stock valued at $172,000 after buying an additional 500 shares in the last quarter. First American Bank grew its stake in shares of RPM International by 4.9% during the 4th quarter. First American Bank now owns 2,360 shares of the specialty chemicals company’s stock valued at $245,000 after acquiring an additional 110 shares during the period. Finally, Pensionfund Sabic purchased a new stake in RPM International in the 4th quarter worth approximately $978,000. 80.95% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In related news, VP Timothy R. Kinser sold 3,441 shares of RPM International stock in a transaction on Wednesday, January 21st. The stock was 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 owned 21,248 shares of the company’s stock, valued at $2,343,866.88. The trade was a 13.94% 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, Director Salvatore D. Fazzolari sold 375 shares of the company’s stock in a transaction dated Friday, October 31st. The shares were sold at an average price of $107.67, for a total transaction of $40,376.25. Following the sale, the director directly owned 21,578 shares of the company’s stock, valued at $2,323,303.26. The trade was a 1.71% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 1.60% of the stock is currently owned by corporate insiders.

RPM International Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, January 30th. Stockholders of record on Friday, January 16th will be paid a $0.54 dividend. The ex-dividend date is Friday, January 16th. This represents a $2.16 annualized dividend and a dividend yield of 1.9%. RPM International’s payout ratio is currently 41.62%.

Key Stories Impacting RPM International

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

• Positive Sentiment: Company declared a quarterly dividend of $0.54 (annualized $2.16), payable Jan. 30 (ex?div Jan. 16). The consistent payout (41.6% payout ratio) supports income investors and can help underpin the share price. RPM MarketBeat Profile
• Positive Sentiment: Wall Street coverage remains constructive overall: Bank of America upgraded RPM to a Buy (raised PT to $129) and Morgan Stanley reissued a Buy — these endorsements can attract buyers despite the estimate cuts and contribute to support around the current price. Analyst Notes
• Neutral Sentiment: Institutional ownership is high (~81%) with only modest reported small inflows by a few advisors; these changes are not large enough to materially swing the stock but mean moves often reflect institutional sentiment. Holder Movement
• Negative Sentiment: Zacks Research issued multiple downward EPS revisions across quarters and fiscal years: notable cuts include FY2026 EPS to $5.24 (from $5.65), FY2027 to $6.16 (from $6.27), and FY2028 to $6.70 (from $6.84); several quarter-level estimates were trimmed as well (e.g., Q3 2026 cut from $0.46 to $0.39). These revisions reduce forward earnings visibility and are the primary bearish catalyst today.
• Negative Sentiment: Insider selling: VP Timothy R. Kinser sold 3,441 shares at an average $110.31 (?$380k transaction) and reduced his holding by ~13.9%. While single insider sales aren’t definitive, they can be interpreted as near-term negative/neutral signal for investor sentiment. SEC Filing

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.