Q3 EPS Forecast for RPM International Lowered by Analyst

RPM International Inc. (NYSE:RPM) – Investment analysts at Zacks Research decreased their Q3 2026 earnings per share (EPS) estimates for shares of RPM International in a research report issued on Thursday, January 22nd. Zacks Research analyst Team now anticipates that the specialty chemicals company will post earnings of $0.39 per share for the quarter, down from their prior forecast 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 issued its earnings results on Thursday, January 8th. The specialty chemicals company reported $1.20 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.41 by ($0.21). RPM International had a return on equity of 22.49% and a net margin of 8.79%.The firm had revenue of $1.91 billion during the quarter, compared to the consensus estimate of $1.94 billion. During the same quarter in the prior year, the business posted $1.39 EPS. The firm’s revenue for the quarter was up 3.5% on a year-over-year basis.

A number of other equities analysts have also weighed in on RPM. Bank of America raised RPM International from a “neutral” rating to a “buy” rating and upped their price objective for the stock from $126.00 to $129.00 in a research note on Tuesday, October 14th. KeyCorp reaffirmed a “sector weight” rating on shares of RPM International in a report on Friday, January 9th. BMO Capital Markets lowered their target price on shares of RPM International from $152.00 to $149.00 and set an “outperform” rating on the stock in a report on Thursday, January 8th. UBS Group dropped their target price on shares of RPM International from $127.00 to $119.00 and set a “neutral” rating for the company in a research report on Thursday, December 18th. Finally, Weiss Ratings reiterated a “hold (c+)” rating on shares of RPM International in a report on Monday, December 29th. Ten analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $126.75.

RPM International Price Performance

Shares of RPM International stock opened at $109.45 on Friday. The company has a quick ratio of 1.45, a current ratio of 2.22 and a debt-to-equity ratio of 0.80. The company’s fifty day simple moving average is $106.63 and its two-hundred day simple moving average is $113.54. The firm has a market cap of $14.02 billion, a PE ratio of 21.09, a price-to-earnings-growth ratio of 2.63 and a beta of 1.11. RPM International has a 12-month low of $95.28 and a 12-month high of $129.12.

Hedge Funds Weigh In On RPM International

Large investors have recently modified their holdings of the stock. Root Financial Partners LLC bought a new stake in RPM International in the third quarter worth $30,000. Versant Capital Management Inc lifted its holdings in shares of RPM International by 48.6% in the 3rd quarter. Versant Capital Management Inc now owns 275 shares of the specialty chemicals company’s stock worth $32,000 after acquiring an additional 90 shares during the last quarter. Curio Wealth LLC boosted its stake 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 worth $72,000 after purchasing an additional 659 shares during the period. EverSource Wealth Advisors LLC grew its holdings in RPM International by 21.2% during the 3rd quarter. EverSource Wealth Advisors LLC now owns 617 shares of the specialty chemicals company’s stock valued at $73,000 after purchasing an additional 108 shares during the last quarter. Finally, GGM Financials LLC purchased a new stake in RPM International in the 3rd quarter worth about $77,000. Institutional investors own 80.95% of the company’s stock.

Insiders Place Their Bets

In related news, Director Salvatore D. Fazzolari sold 375 shares of RPM International stock in a transaction dated Friday, October 31st. The stock was sold at an average price of $107.67, for a total value of $40,376.25. Following the completion of the transaction, the director owned 21,578 shares in the company, valued at approximately $2,323,303.26. This trade represents a 1.71% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, VP Timothy R. Kinser sold 3,441 shares of the business’s stock in a transaction that occurred 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 sale, the vice president directly owned 21,248 shares in the company, valued at $2,343,866.88. The trade was a 13.94% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 1.60% of the company’s stock.

RPM International Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, January 30th. Shareholders of record on Friday, January 16th will be given 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 2.0%. RPM International’s dividend payout ratio (DPR) is 41.62%.

Key RPM International News

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

• Positive Sentiment: Company declared a quarterly dividend of $0.54 (payable Jan 30), providing cash yield (~1.9%) and a steady payout (41.6% payout ratio) that supports investor income demand. RPM MarketBeat Coverage
• Positive Sentiment: RPM has delivered strong long-term returns (about 44% over five years), which can attract buy-and-hold and dividend-growth investors. Investors in RPM International (Yahoo)
• Positive Sentiment: Wall Street coverage remains skewed positive overall (consensus “Moderate Buy,” 10 Buys vs. 5 Holds, consensus target ~$126.75), offering some support to the share price. RPM MarketBeat Coverage
• Neutral Sentiment: Institutional ownership remains high (~81% owned by funds); recent small adjustments by several small managers are unlikely to move the stock materially in the near term. RPM MarketBeat Coverage
• Negative Sentiment: Zacks Research issued multiple downward revisions to RPM’s near-term and multi-year EPS forecasts (cuts to FY2026/FY2027/FY2028 and several quarterly trims), lowering growth expectations and pressure on valuation. Zacks estimate changes (MarketBeat)
• Negative Sentiment: RPM missed on the most recent quarter (Jan 8) — EPS and revenue came in below consensus — which likely prompted the analyst downgrades and investor caution. RPM earnings recap (MarketBeat)
• Negative Sentiment: Insider selling: VP Timothy R. Kinser sold 3,441 shares (~$379k), trimming his position by ~14% — an event investors often view as a modest negative signal. Timothy Kinser insider sale

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.