RPM International (NYSE:RPM) Upgraded at JPMorgan Chase & Co.

JPMorgan Chase & Co. upgraded shares of RPM International (NYSE:RPM) from a neutral rating to an overweight rating in a research report sent to investors on Friday morning, MarketBeat reports. The firm currently has $115.00 price target on the specialty chemicals company’s stock, down from their prior price target of $117.00.

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

RPM International Stock Performance

Shares of RPM opened at $111.04 on Friday. The business’s fifty day moving average price is $105.93 and its 200 day moving average price is $113.60. The company has a debt-to-equity ratio of 0.80, a current ratio of 2.22 and a quick ratio of 1.45. RPM International has a 12-month low of $95.28 and a 12-month high of $129.12. The stock has a market capitalization of $14.22 billion, a PE ratio of 21.39, a price-to-earnings-growth ratio of 2.08 and a beta of 1.11.

RPM International (NYSE:RPM) last released its quarterly earnings data on Thursday, January 8th. The specialty chemicals company reported $1.20 earnings per share for the quarter, missing analysts’ consensus estimates of $1.41 by ($0.21). The firm had revenue of $1.91 billion during the quarter, compared to analyst estimates of $1.94 billion. RPM International had a return on equity of 22.49% and a net margin of 8.79%.The firm’s revenue was up 3.5% on a year-over-year basis. During the same period last year, the business earned $1.39 EPS. Equities research analysts forecast that RPM International will post 5.5 EPS for the current year.

RPM International Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, January 30th. Investors of record on Friday, January 16th will be paid a $0.54 dividend. The ex-dividend date of this dividend is Friday, January 16th. This represents a $2.16 dividend on an annualized basis and a yield of 1.9%. RPM International’s payout ratio is presently 41.62%.

Insiders Place Their Bets

In other RPM International news, Director Salvatore D. Fazzolari sold 375 shares of the business’s stock in a transaction on Friday, October 31st. The stock was sold at an average price of $107.67, for a total value of $40,376.25. Following the transaction, the director owned 21,578 shares of the company’s stock, valued at approximately $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 can be accessed through this hyperlink. 1.60% of the stock is owned by company insiders.

Institutional Trading of RPM International

Several hedge funds have recently modified their holdings of RPM. Versant Capital Management Inc boosted its stake in RPM International by 48.6% during 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. Lazard Asset Management LLC raised its holdings in RPM International by 5.8% in the second quarter. Lazard Asset Management LLC now owns 1,685 shares of the specialty chemicals company’s stock worth $184,000 after purchasing an additional 93 shares during the period. Archer Investment Corp raised its holdings in RPM International by 3.1% in the third quarter. Archer Investment Corp now owns 3,598 shares of the specialty chemicals company’s stock worth $424,000 after purchasing an additional 108 shares during the period. EverSource Wealth Advisors LLC boosted its position in shares of RPM International by 21.2% during the third quarter. EverSource Wealth Advisors LLC now owns 617 shares of the specialty chemicals company’s stock worth $73,000 after purchasing an additional 108 shares in the last quarter. Finally, Covestor Ltd grew its holdings in shares of RPM International by 19.3% in the 3rd quarter. Covestor Ltd now owns 784 shares of the specialty chemicals company’s stock valued at $92,000 after buying an additional 127 shares during the period. 80.95% of the stock is owned by institutional investors.

RPM International News Roundup

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.