JPMorgan Chase & Co. Upgrades RPM International (NYSE:RPM) to “Overweight”

RPM International (NYSE:RPM) was upgraded by equities researchers at JPMorgan Chase & Co. from a “neutral” rating to an “overweight” rating in a research report issued on Friday, MarketBeat.com reports. The firm presently has a $115.00 target price on the specialty chemicals company’s stock, down from their previous target price of $117.00. JPMorgan Chase & Co.‘s price objective suggests a potential upside of 3.57% from the stock’s previous close.

RPM has been the topic of a number of other research reports. Bank of America upgraded RPM International from a “neutral” rating to a “buy” rating and upped their target price for the stock from $126.00 to $129.00 in a research note on Tuesday, October 14th. Royal Bank Of Canada upgraded RPM International from a “sector perform” rating to an “outperform” rating and upped their price objective for the stock from $121.00 to $132.00 in a research report on Tuesday, December 9th. Evercore ISI dropped their price objective on shares of RPM International from $145.00 to $125.00 and set an “outperform” rating on the stock in a research note on Tuesday, November 11th. Mizuho set a $120.00 target price on shares of RPM International in a research note on Thursday. Finally, Citigroup cut their price objective on shares of RPM International from $136.00 to $127.00 and set a “buy” rating for the company in a report on Thursday, December 18th. Nine research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, RPM International currently has an average rating of “Moderate Buy” and a consensus target price of $126.82.

RPM International Trading Up 4.2%

Shares of RPM International stock opened at $111.04 on Friday. The stock has a market cap of $14.24 billion, a PE ratio of 21.39, a price-to-earnings-growth ratio of 2.05 and a beta of 1.11. The firm has a fifty day moving average price of $105.93 and a 200 day moving average price of $113.57. RPM International has a 1 year low of $95.28 and a 1 year high of $129.12. The company has a debt-to-equity ratio of 0.80, a current ratio of 2.22 and a quick ratio of 1.51.

RPM International (NYSE:RPM) last posted its quarterly earnings results on Thursday, January 8th. The specialty chemicals company reported $1.20 EPS for the quarter, missing the consensus estimate of $1.41 by ($0.21). The business 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%. RPM International’s revenue for the quarter was up 3.5% compared to the same quarter last year. During the same period in the previous year, the company posted $1.39 earnings per share. Equities research analysts predict that RPM International will post 5.5 earnings per share for the current year.

Insider Activity at RPM International

In other news, Director Salvatore D. Fazzolari sold 375 shares of the business’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 completion of the sale, the director owned 21,578 shares of the company’s stock, valued at $2,323,303.26. The trade was a 1.71% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 1.60% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On RPM International

A number of institutional investors and hedge funds have recently bought and sold shares of the business. Boston Trust Walden Corp grew its position in RPM International by 8.5% in the third quarter. Boston Trust Walden Corp now owns 652,716 shares of the specialty chemicals company’s stock worth $76,942,000 after acquiring an additional 51,152 shares during the period. Quantbot Technologies LP acquired a new position in shares of RPM International in the 2nd quarter valued at $2,791,000. Pacer Advisors Inc. grew its holdings in shares of RPM International by 242.2% during the 3rd quarter. Pacer Advisors Inc. now owns 19,768 shares of the specialty chemicals company’s stock worth $2,330,000 after purchasing an additional 13,992 shares during the period. SG Americas Securities LLC increased its position in shares of RPM International by 105.9% during the 2nd quarter. SG Americas Securities LLC now owns 10,512 shares of the specialty chemicals company’s stock worth $1,155,000 after purchasing an additional 5,406 shares during the last quarter. Finally, Archer Investment Corp raised its holdings in RPM International by 203.7% in the 2nd quarter. Archer Investment Corp now owns 3,490 shares of the specialty chemicals company’s stock valued at $383,000 after buying an additional 2,341 shares during the period. 80.95% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting RPM International

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

• Positive Sentiment: J.P. Morgan upgraded RPM from Neutral to Overweight, arguing near‑term headwinds create a discounted entry and assigning a $115 target — a clear vote of confidence that likely attracted buyers. JPMorgan Upgrades RPM to Overweight
• Positive Sentiment: Bank of America reiterated a Buy and highlighted upside from expected margin recovery and cost‑savings initiatives, supporting a higher‑conviction view among institutional investors. Maintaining Buy on RPM
• Positive Sentiment: RPM agreed to acquire Kalzip, expanding its Tremco building‑envelope capabilities into premium metal roofing/facade systems — a strategic tuck‑in that should lift long‑term organic growth and cross‑sell opportunities. RPM Strengthens Building Envelope Platform With Kalzip Acquisition
• Positive Sentiment: Analysts emphasize that margin headwinds are temporary and that restructuring/cost‑savings should drive upside, making the stock attractive to value‑oriented buyers ahead of recovery. Near-Term Earnings Headwinds Create Discounted Entry
• Neutral Sentiment: Company published the Q2 earnings call transcript and slide deck (detailed commentary on cost actions and segment performance), useful for investors assessing management’s roadmap. RPM Q2 2026 Earnings Call Transcript
• Neutral Sentiment: BusinessWire filed the formal Q2 results release — factual reporting of results and guidance commentary for investors doing due diligence. RPM Reports Fiscal 2026 Second-Quarter Results
• Negative Sentiment: RPM missed Q2 consensus: reported $1.20 EPS vs. $1.41 expected and $1.91B revenue vs. $1.94B expected; adjusted EBIT and margins were down as costs pressured profitability — the core reason for initial negative price reaction. RPM Q2 Earnings & Sales Miss Estimates
• Negative Sentiment: Shares initially dropped sharply (reports of a >5% slide) after the earnings miss and margin weakness, reflecting short‑term selling pressure from the surprise shortfall. RPM Shares Fall Over 5% As Earnings Miss
• Negative Sentiment: Management cited external factors (including consumer sentiment hits from a government shutdown) that contributed to lower profitability this quarter, underscoring near‑term demand risk. RPM 2Q Profit Falls After Government Shutdown Hurt Consumer Sentiment

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.