BMO Capital Reiterates Outperform on RPM International, Raises PT to $152.

BMO Capital Reiterates Outperform on RPM International, Raises PT to $152.

BMO Capital Markets has reiterated its "outperform" rating on RPM International Inc. (NYSE:RPM), raising its price target to $152 from $140, according to a recent research report [1]. The move comes after the specialty chemicals company reported better-than-expected quarterly earnings, with earnings per share (EPS) of $1.72, exceeding the consensus estimate of $1.60 by $0.12 [1]. The company's revenue for the quarter was $2.08 billion, up 3.7% year-over-year [1].

RPM International's strong financial performance has been driven by its operational efficiency initiatives under the MAP 2025 program, which focuses on enhancing supply chain operations and expanding into global markets [2]. The company's acquisition of Ready Seal, a Texas-based exterior wood stains company, is also expected to boost its Rust-Oleum Consumer Group's offerings in the growing exterior wood care market [2].

The stock has seen significant institutional interest, with hedge funds and other institutional investors owning 80.95% of the company's stock [1]. Notably, GAMMA Investing LLC increased its stake by 12,321.2% in the first quarter, while Fairway Wealth LLC grew its holdings by 50,413.3% during the same period [1].

Despite the positive outlook, some analysts believe certain AI stocks offer greater upside potential and carry less downside risk. However, RPM International remains a strong dividend payer with 51 consecutive years of dividend growth, offering a quarterly dividend of $0.51 per share and a dividend yield of 1.81% as of July 23 [2].

References:
[1] https://www.marketbeat.com/instant-alerts/rpm-international-nyserpm-shares-gap-up-following-better-than-expected-earnings-2025-07-24/
[2] https://finance.yahoo.com/news/steady-dividends-rpm-international-rpm-144602880.html