RPM’s Insiders Sell as Analysts Bet on 2026 Growth

Forward-Looking Analysis

Analysts have expressed optimism about RPM International's upcoming 2026Q3 earnings. The company's fiscal 2025 results showed positive momentum, with its Q4 earnings beating expectations. Analysts including RBC Capital, BMO Capital Markets, and Wells Fargo & Company have raised price targets for RPM stock, with a consensus target price of $131.09 as of mid-August 2025. While Q3 2026 EPS estimates have been slightly lowered in July, the overall sentiment remains positive, with brokerages including Bank of America upgrading their stance to “Neutral” and others projecting growth in 2026 driven by RPM’s strategic initiatives and new segment structure aimed at improving efficiency.

Historical Performance Review

In 2026Q2, RPM International reported revenue of $1.91 billion, a strong performance that reflected the company’s growth strategies. The net income stood at $161.47 million, translating to an EPS of $1.26. The gross profit was $780.17 million, highlighting the company's robust operational efficiency and pricing power in its industrial and consumer products segments.

Additional News

Recent news highlights include institutional activity, such as Gulf International Bank UK Ltd and Pacer Advisors Inc. reducing their holdings, while others like Dorsey Wright & Associates increased their stake. RPM International has also seen insider selling, with its director Frederick Nance and others divesting stock. On the analyst front, RPM has received upgraded price targets and a “Moderate Buy” average recommendation. Notably, the company has seen strong long-term returns, with investors realizing a 55% gain over five years. These developments indicate a balance between cautious positioning and continued institutional confidence in the company's strategic direction.