Zacks Research Has Negative Outlook of RPM FY2025 Earnings

RPM International Inc. (NYSE:RPM) – Research analysts at Zacks Research decreased their FY2025 earnings estimates for shares of RPM International in a research report issued on Tuesday, January 21st. Zacks Research analyst R. Department now anticipates that the specialty chemicals company will post earnings of $5.50 per share for the year, down from their previous forecast of $5.55. The consensus estimate for RPM International’s current full-year earnings is $5.51 per share. Zacks Research also issued estimates for RPM International’s Q1 2026 earnings at $1.93 EPS, Q4 2026 earnings at $2.01 EPS, FY2026 earnings at $6.12 EPS and Q1 2027 earnings at $1.93 EPS.

RPM International (NYSE:RPM) last posted its quarterly earnings results on Tuesday, January 7th. The specialty chemicals company reported $1.39 EPS for the quarter, beating the consensus estimate of $1.34 by $0.05. RPM International had a net margin of 8.89% and a return on equity of 26.76%. The business had revenue of $1.85 billion for the quarter, compared to analysts’ expectations of $1.79 billion. During the same period in the previous year, the company posted $1.22 EPS. RPM International’s revenue was up 3.0% on a year-over-year basis.

Several other analysts also recently issued reports on RPM. BMO Capital Markets reiterated an “outperform” rating and set a $149.00 price target (up previously from $139.00) on shares of RPM International in a research note on Thursday, October 3rd. UBS Group upped their target price on RPM International from $123.00 to $130.00 and gave the stock a “neutral” rating in a research report on Thursday, December 19th. JPMorgan Chase & Co. dropped their price target on shares of RPM International from $126.00 to $124.00 and set a “neutral” rating on the stock in a research report on Wednesday, January 8th. Mizuho decreased their price objective on shares of RPM International from $150.00 to $140.00 and set an “outperform” rating for the company in a report on Wednesday, January 8th. Finally, Royal Bank of Canada lifted their target price on shares of RPM International from $120.00 to $126.00 and gave the stock a “sector perform” rating in a report on Thursday, October 3rd. Five investment analysts have rated the stock with a hold rating and six have issued a buy rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $132.00.

RPM International Trading Down 0.4 %

Shares of NYSE RPM opened at $126.38 on Friday. The stock has a market cap of $16.25 billion, a price-to-earnings ratio of 24.98, a PEG ratio of 2.03 and a beta of 1.02. The business has a 50 day simple moving average of $129.63 and a 200 day simple moving average of $124.66. The company has a debt-to-equity ratio of 0.74, a quick ratio of 1.46 and a current ratio of 2.23. RPM International has a 52 week low of $103.63 and a 52 week high of $141.79.

Hedge Funds Weigh In On RPM International

Several hedge funds have recently made changes to their positions in RPM. Geode Capital Management LLC increased its stake in shares of RPM International by 5.8% during the 3rd quarter. Geode Capital Management LLC now owns 2,656,684 shares of the specialty chemicals company’s stock worth $320,851,000 after purchasing an additional 145,070 shares during the last quarter. Boston Trust Walden Corp increased its position in RPM International by 3.2% during the fourth quarter. Boston Trust Walden Corp now owns 509,601 shares of the specialty chemicals company’s stock worth $62,712,000 after buying an additional 15,602 shares during the last quarter. Sumitomo Mitsui Trust Group Inc. increased its position in RPM International by 0.8% during the third quarter. Sumitomo Mitsui Trust Group Inc. now owns 241,551 shares of the specialty chemicals company’s stock worth $29,228,000 after buying an additional 1,919 shares during the last quarter. National Pension Service raised its stake in RPM International by 4.8% in the third quarter. National Pension Service now owns 224,212 shares of the specialty chemicals company’s stock valued at $27,130,000 after buying an additional 10,317 shares during the period. Finally, Caisse DE Depot ET Placement DU Quebec lifted its position in shares of RPM International by 2,975.6% in the third quarter. Caisse DE Depot ET Placement DU Quebec now owns 200,742 shares of the specialty chemicals company’s stock valued at $24,290,000 after buying an additional 194,215 shares during the last quarter. 80.95% of the stock is owned by institutional investors.

Insider Buying and Selling

In other news, CAO Michael J. Laroche sold 3,615 shares of the firm’s stock in a transaction on Thursday, October 31st. The stock was sold at an average price of $127.14, for a total value of $459,611.10. Following the transaction, the chief accounting officer now directly owns 11,596 shares in the company, valued at $1,474,315.44. This trade represents a 23.77 % decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Frederick R. Nance sold 594 shares of the business’s stock in a transaction dated Thursday, November 14th. The stock was sold at an average price of $135.47, for a total value of $80,469.18. Following the transaction, the director now owns 8,526 shares of the company’s stock, valued at $1,155,017.22. The trade was a 6.51 % decrease in their ownership of the stock. The disclosure for this sale can be found here. 1.60% of the stock is owned by corporate insiders.

RPM International Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, January 31st. Investors of record on Friday, January 17th will be issued a $0.51 dividend. The ex-dividend date of this dividend is Friday, January 17th. This represents a $2.04 dividend on an annualized basis and a dividend yield of 1.61%. RPM International’s dividend payout ratio is 40.32%.

About RPM International

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.