BMO Capital Raises RPM Intl Price Target to $152, Maintains 'Outperform' Rating

BMO Capital raises RPM Intl's (RPM) price target to $152, an 8.57% increase from the previous target of $140. Analyst John McNulty maintains an "Outperform" rating, citing confidence in the company's performance and growth prospects. The average one-year price target for RPM is $127.22, with a high estimate of $152 and a low of $94. The average brokerage recommendation is 2.4, indicating an "Outperform" status. The estimated GF Value for RPM in one year is $109.35, suggesting a downside of 10.6% from the current price.

BMO Capital has raised its price target for RPM International (RPM) to $152, an 8.57% increase from the previous target of $140. Analyst John McNulty maintains an "Outperform" rating, citing confidence in the company's performance and growth prospects. The average one-year price target for RPM is $127.22, with a high estimate of $152 and a low of $94. The average brokerage recommendation is 2.4, indicating an "Outperform" status. The estimated GF Value for RPM in one year is $109.35, suggesting a downside of 10.6% from the current price [1].

RPM International manufactures and sells a variety of paints, coatings, and adhesives. The company's market capitalization surpasses industry averages, reflecting its dominant size relative to peers and suggesting a strong market position [2]. Despite a recent revenue decline of approximately -3.05% over a period of 3M, RPM's net margin remains a standout performer at 3.51%, exceeding industry averages [2]. The company's ROE and ROA also excel beyond industry benchmarks, reaching 1.92% and 0.78%, respectively, indicating robust financial management and efficient use of assets [2].

Analysts have responded to changes in market conditions and company performance, frequently updating their recommendations. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to RPM International. The 12-month price targets assessed by analysts reveal further insights, featuring an average target of $137.43, a high estimate of $152.00, and a low estimate of $119.00 [2]. Surpassing the previous average price target of $124.83, the current average has increased by 10.09% [2].

The company's recent earnings call highlighted record sales, adjusted EBIT, and adjusted EPS in the fourth quarter of 2025, driven by solid top-line growth and improved operating efficiency enabled by the company's MAP 2025 operating improvement initiatives [3]. The new operating structure, which includes the Construction Products Group, Performance Coatings Group, and Consumer Group, aims to accelerate the company's growth trajectory.

RPM International's debt-to-equity ratio is below the industry average at 0.9, reflecting a lower dependency on debt financing and a more conservative financial approach [2]. The company expects another year of record sales and adjusted EBIT in 2026, with margin expansion driven by MAP 2025 carryovers and recent acquisitions [3].

References:
[1] https://www.tipranks.com/news/the-fly/rpm-price-target-raised-to-152-from-140-at-bmo-capital-thefly
[2] https://www.benzinga.com/insights/analyst-ratings/25/07/46645867/what-analysts-are-saying-about-rpm-intl-stock
[3] https://seekingalpha.com/news/4471702-rpm-targets-record-sales-and-ebit-in-2026-as-new-segment-structure-drives-efficiency-and