Zacks Research Cuts Earnings Estimates for RPM International

Key Points

• Zacks Research has reduced its Q2 2026 earnings per share estimate for RPM International from $1.45 to $1.44, reflecting a more cautious outlook on the company.
• RPM International reported $1.88 EPS for Q1 2026, slightly surpassing analysts' expectations, along with a 7.4% year-over-year revenue increase to $2.11 billion.
• The company plans to increase its quarterly dividend from $0.51 to $0.54, highlighting a commitment to returning value to shareholders.

RPM International Inc. (NYSE:RPM - Free Report) - Analysts at Zacks Research cut their Q2 2026 EPS estimates for shares of RPM International in a research report issued on Wednesday, October 15th. Zacks Research analyst Team now forecasts that the specialty chemicals company will post earnings per share of $1.44 for the quarter, down from their previous forecast of $1.45. 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 Q3 2026 earnings at $0.46 EPS, Q4 2026 earnings at $1.87 EPS, Q1 2027 earnings at $2.01 EPS, Q2 2027 earnings at $1.56 EPS, Q4 2027 earnings at $2.10 EPS, Q1 2028 earnings at $2.15 EPS and FY2028 earnings at $6.84 EPS.

RPM International (NYSE:RPM - Get Free Report) last issued its earnings results on Wednesday, October 1st. The specialty chemicals company reported $1.88 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.87 by $0.01. RPM International had a net margin of 9.16% and a return on equity of 24.22%. The company had revenue of $2.11 billion for the quarter, compared to analysts' expectations of $2.05 billion. During the same period in the prior year, the business earned $1.84 EPS. The firm's quarterly revenue was up 7.4% on a year-over-year basis.

Other equities analysts have also recently issued research reports about the company. Bank of America raised RPM International from a "neutral" rating to a "buy" rating and boosted their price objective for the company from $126.00 to $129.00 in a report on Tuesday. Royal Bank Of Canada cut their price target on shares of RPM International from $125.00 to $121.00 and set a "sector perform" rating for the company in a report on Monday, October 6th. Weiss Ratings reiterated a "buy (b-)" rating on shares of RPM International in a research report on Wednesday, October 8th. Wells Fargo & Company lifted their target price on shares of RPM International from $131.00 to $145.00 and gave the stock an "overweight" rating in a research note on Friday, July 25th. Finally, UBS Group upped their target price on RPM International from $126.00 to $127.00 and gave the company a "neutral" rating in a report on Wednesday, September 24th. One analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus target price of $130.70.

RPM International Stock Performance

RPM opened at $113.51 on Thursday. RPM International has a 52-week low of $95.28 and a 52-week high of $141.79. The firm's 50-day moving average price is $121.24 and its 200-day moving average price is $114.70. The company has a quick ratio of 1.51, a current ratio of 2.26 and a debt-to-equity ratio of 0.87. The company has a market cap of $14.55 billion, a P/E ratio of 21.22, a price-to-earnings-growth ratio of 2.07 and a beta of 1.03.

RPM International Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, October 31st. Shareholders of record on Monday, October 20th will be issued a $0.54 dividend. The ex-dividend date of this dividend is Monday, October 20th. This represents a $2.16 dividend on an annualized basis and a yield of 1.9%. This is a boost from RPM International's previous quarterly dividend of $0.51. RPM International's dividend payout ratio is presently 38.13%.

Insiders Place Their Bets

In other news, Director Frederick R. Nance sold 1,000 shares of the company's stock in a transaction on Wednesday, August 6th. The shares were sold at an average price of $119.36, for a total transaction of $119,360.00. Following the transaction, the director directly owned 7,394 shares of the company's stock, valued at $882,547.84. This represents a 11.91% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. 1.60% of the stock is owned by corporate insiders.

Institutional Trading of RPM International

A number of large investors have recently made changes to their positions in the stock. Thurston Springer Miller Herd & Titak Inc. increased its stake in RPM International by 277.8% in the second quarter. Thurston Springer Miller Herd & Titak Inc. now owns 340 shares of the specialty chemicals company's stock valued at $37,000 after purchasing an additional 250 shares during the last quarter. Cary Street Partners Investment Advisory LLC increased its position in shares of RPM International by 43.4% in the first quarter. Cary Street Partners Investment Advisory LLC now owns 390 shares of the specialty chemicals company's stock worth $45,000 after acquiring an additional 118 shares in the last quarter. Curio Wealth LLC lifted its holdings in shares of RPM International by 65,900.0% during the 2nd quarter. Curio Wealth LLC now owns 660 shares of the specialty chemicals company's stock valued at $72,000 after acquiring an additional 659 shares in the last quarter. Farther Finance Advisors LLC boosted its position in RPM International by 82.1% during the 1st quarter. Farther Finance Advisors LLC now owns 763 shares of the specialty chemicals company's stock worth $89,000 after purchasing an additional 344 shares during the period. Finally, Creative Financial Designs Inc. ADV boosted its position in RPM International by 71.8% during the 1st quarter. Creative Financial Designs Inc. ADV now owns 919 shares of the specialty chemicals company's stock worth $106,000 after purchasing an additional 384 shares during the period. Institutional investors and hedge funds own 80.95% of the company's stock.

RPM International Company Profile

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.

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