Zacks Research Issues Negative Outlook for RPM Earnings

RPM International Inc. (NYSE:RPM) – Analysts at Zacks Research dropped their Q3 2026 EPS estimates for shares of RPM International in a research report issued on Thursday, January 22nd. Zacks Research analyst Team now forecasts that the specialty chemicals company will earn $0.39 per share for the quarter, down from their prior 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 topic of several other research reports. Citigroup lowered their price target on RPM International from $136.00 to $127.00 and set a “buy” rating on the stock in a report on Thursday, December 18th. Deutsche Bank Aktiengesellschaft cut their price target on shares of RPM International from $138.00 to $126.00 and set a “buy” rating for the company in a research note on Monday, January 12th. Bank of America upgraded shares of RPM International from a “neutral” rating to a “buy” rating and raised their price objective for the company from $126.00 to $129.00 in a research report on Tuesday, October 14th. JPMorgan Chase & Co. upgraded shares of RPM International from a “neutral” rating to an “overweight” rating and cut their target price for the stock from $117.00 to $115.00 in a research report on Friday, January 9th. Finally, KeyCorp restated a “sector weight” rating on shares of RPM International in a research report on Friday, January 9th. Ten research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat, RPM International currently has a consensus rating of “Moderate Buy” and an average target price of $126.75.

RPM International Price Performance

NYSE:RPM opened at $111.45 on Friday. RPM International has a 52-week low of $95.28 and a 52-week high of $129.12. The stock has a fifty day moving average of $106.58 and a 200 day moving average of $113.54. The company has a debt-to-equity ratio of 0.80, a quick ratio of 1.45 and a current ratio of 2.22. The firm has a market capitalization of $14.27 billion, a price-to-earnings ratio of 21.47, a P/E/G ratio of 2.67 and a beta of 1.11.

RPM International (NYSE:RPM) last released its quarterly 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 for 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 firm’s revenue for the quarter was up 3.5% on a year-over-year basis. During the same quarter last year, the firm earned $1.39 earnings per share.

RPM International Announces Dividend

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

Insider Buying and Selling

In related news, VP Timothy R. Kinser sold 3,441 shares of RPM International stock in a transaction 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 transaction, the vice president directly 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 filing with the Securities & Exchange Commission, which is available through this link. Also, Director Salvatore D. Fazzolari sold 375 shares of the stock in a transaction on 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 owned by insiders.

Hedge Funds Weigh In On RPM International

Hedge funds and other institutional investors have recently modified their holdings of the company. Versant Capital Management Inc increased its holdings in RPM International by 48.6% during the 3rd quarter. Versant Capital Management Inc now owns 275 shares of the specialty chemicals company’s stock valued at $32,000 after purchasing an additional 90 shares during the period. Lazard Asset Management LLC grew its position in shares of RPM International by 5.8% in the 2nd quarter. Lazard Asset Management LLC now owns 1,685 shares of the specialty chemicals company’s stock worth $184,000 after buying an additional 93 shares during the last quarter. Archer Investment Corp increased its stake in shares of RPM International by 3.1% during the third quarter. Archer Investment Corp now owns 3,598 shares of the specialty chemicals company’s stock valued at $424,000 after buying an additional 108 shares during the period. EverSource Wealth Advisors LLC increased its stake in shares of RPM International by 21.2% during the third quarter. EverSource Wealth Advisors LLC now owns 617 shares of the specialty chemicals company’s stock valued at $73,000 after buying an additional 108 shares during the period. Finally, First American Bank raised its holdings in shares of RPM International by 4.9% during the fourth 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 in the last quarter. 80.95% of the stock is owned by institutional investors.

RPM International News Summary

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

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.