PRM

Perimeter Solutions, Inc.

NYSE · Chemicals & Allied Products · CIK 0001880319
$35.47 +1.20% $5.8B
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)16 New Institutional Positions14 Institutional Exits
Vol
Market Cap$5.8B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (83%)
Inst. Holders50 funds
Inst. Value$2.0B
Inst. Activity16 buys / 14 sells
Insider Activity0B / 16S
Insider Net $-$36.2M
SEC Reports8
Exchange NYSE·Sector Chemicals & Allied Products·CIK 0001880319·Prev Close $35.05

Recent Activity

Jun 12, 2026 SEC
Former director Raj Vivek filed two Form 144 notices on June 12, 2026, proposing to sell a combined 121,701 shares of Pe
144 — Impact 2/10
Jun 10, 2026 short_volume
Short Volume: PRM — 71.6% short (0.4M / 0.6M)
Short: 426,073 | Exempt: 0 | TRF Vol: 595,328 | Short Ratio: 71.6% | Off-exchange volume (dark pool
May 22, 2026 Insider
Khouri Haitham sold 117,511 shares
Chief Executive Officer @ $31.19 ($3.7M)
May 21, 2026 Insider
Khouri Haitham sold 91,724 shares
Chief Executive Officer @ $31.91 ($2.9M)
May 20, 2026 Insider
Khouri Haitham sold 20,300 shares
Chief Executive Officer @ $34.09 ($692.0K)
May 15, 2026 SEC
President Jeffrey and CFO Sable sold a combined $4.75M in open-market shares within a week of Perimeter Solutions' stron
CLUSTER — Impact 4/10
May 6, 2026 SEC
Perimeter Solutions reported Q1 2026 results with net sales surging 74% to $125.1M, driven by the MMT acquisition and or
8-K — Impact 7/10
Inst.
RENAISSANCE TECHNOLOGIES LLC — DOUBLED
591,257 shares ($14.4M)

Price Targets

$40.67 +14.7% upside Buy
Current $35.47 Low $34.00 Median $40.00 High $48.00 3 analysts
$34.00 $48.00

Analyst Ratings

Strong Buy83% buy · 6 analysts
1Strong Buy
4Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 9, 2026 CJS Securities INITIATE Market Outperform
May 11, 2026 Morgan Stanley MAINTAIN Overweight → Overweight
May 7, 2026 UBS MAINTAIN Buy → Buy
Mar 31, 2026 UBS UPGRADE Neutral → Buy
Mar 4, 2026 UBS MAINTAIN Neutral → Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.44 ▼ -1.5% $0.43 — $0.44 12% YoY 2
Next Q $0.98 ▼ -3.2% $0.95 — $1.01 20% YoY 2
Current FY $1.66 ▼ -0.7% $1.65 — $1.67 24% YoY 2
Next FY $1.93 ▼ -1.3% $1.90 — $1.95 16% YoY 2

Latest Reports

NEUTRAL 144 2/10
Former director Raj Vivek filed two Form 144 notices on June 12, 2026, proposing to sell a combined 121,701 shares of Pe
Jun 12, 2026
NEUTRAL CLUSTER 4/10
President Jeffrey and CFO Sable sold a combined $4.75M in open-market shares within a week of Perimeter Solutions' stron
May 15, 2026

Top Institutional Holders

FundValueMove
WINDACRE PARTNERSHIP LLC$533.7M—
BlackRock, Inc.$264.5M—
FMR LLC$220.7M—
VANGUARD CAPITAL MANAGEMENT LLC$150.8M—
DIMENSIONAL FUND ADVISORS LP$116.3M—

Recent Insider Trades

DateInsiderTypeValue
May 22, 2026Khouri HaithamSELL$3.7M
May 21, 2026Khouri HaithamSELL$2.9M
May 20, 2026Khouri HaithamSELL$692.0K
May 13, 2026Sable KyleM$414.2K
May 13, 2026Sable KyleSELL$1.5M
50 institutional holders with $2.0B total value (81,395,069 shares) as of 2026-Q1. Top holders: WINDACRE, BlackRock,, FMR. Net buying activity: 16 institutions added/increased vs 14 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1WINDACRE PARTNERSHIP LLC21,854,600$533.7M26.9%—
2BlackRock, Inc.10,829,380$264.5M13.3%—
3FMR LLC9,039,110$220.7M11.1%—
4VANGUARD CAPITAL MANAGEMENT LLC6,175,487$150.8M7.6%—
5DIMENSIONAL FUND ADVISORS LP4,763,465$116.3M5.9%—
6JANUS HENDERSON GROUP PLC4,007,536$97.9M4.9%ADD +54.9%
7STATE STREET CORP3,244,068$79.2M4.0%—
8BROWN BROTHERS HARRIMAN & CO2,608,289$63.7M3.2%—
9MORGAN STANLEY1,876,776$45.8M2.3%ADD +55.5%
10BANK OF AMERICA CORP /DE/1,738,095$42.4M2.1%—
11ARROWSTREET CAPITAL, LIMITED PARTNERSHIP1,626,724$39.7M2.0%—
12VANGUARD PORTFOLIO MANAGEMENT LLC1,447,461$35.3M1.8%—
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,149,405$28.1M1.4%—
14Invesco Ltd.1,051,624$25.7M1.3%DOUBLED +157.3%
15GOLDMAN SACHS GROUP INC980,700$23.9M1.2%—
16VANGUARD FIDUCIARY TRUST CO911,891$22.3M1.1%—
17RAYMOND JAMES FINANCIAL INC839,657$18.2M0.9%—
18RENAISSANCE TECHNOLOGIES LLC591,257$14.4M0.7%DOUBLED +2744.1%
19ENVESTNET ASSET MANAGEMENT INC550,276$13.4M0.7%ADD +29.3%
20WEITZ INVESTMENT MANAGEMENT, INC.509,400$12.4M0.6%TRIM -31.6%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
RENAISSANCE TECHNOLOGIES LLCDOUBLED20,789591,257+2744.1%$14.4M2026-Q1
ENVESTNET ASSET MANAGEMENT INCADD425,535550,276+29.3%$13.4M2026-Q1
VICTORY CAPITAL MANAGEMENT INCADD156,395203,026+29.8%$5.0M2026-Q1
Point72 Asset Management, L.P.DOUBLED66,395165,717+149.6%$4.0M2026-Q1
Allianz Asset Management GmbHDOUBLED47,900155,945+225.6%$3.8M2026-Q1
CREDIT AGRICOLE S ANEAR_EXIT633,309129,642-79.5%$3.2M2026-Q1
PRUDENTIAL FINANCIAL INCADD51,65097,875+89.5%$2.4M2026-Q1
SEI INVESTMENTS CODOUBLED45,18090,407+100.1%$2.2M2026-Q1
PNC FINANCIAL SERVICES GROUP, INC.DOUBLED23,00968,052+195.8%$1.7M2026-Q1
STIFEL FINANCIAL CORPADD48,49065,400+34.9%$1.6M2026-Q1
TUDOR INVESTMENT CORP ET ALNEAR_EXIT524,69265,004-87.6%$1.6M2026-Q1
TD Waterhouse Canada Inc.TRIM209,12960,580-71.0%$1.6M2026-Q1
STATE OF WISCONSIN INVESTMENT BOARDADD42,11359,782+42.0%$1.5M2026-Q1
HB Wealth Management, LLCDOUBLED8,16250,875+523.3%$1.2M2026-Q1
Gotham Asset Management, LLCDOUBLED17,84048,287+170.7%$1.2M2026-Q1
Mariner, LLCTRIM81,16545,357-44.1%$1.1M2026-Q1
TEACHER RETIREMENT SYSTEM OF TEXASTRIM79,21526,194-66.9%$639.7K2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbHTRIM54,90020,500-62.7%$500.6K2026-Q1
Centiva Capital, LPADD15,00020,217+34.8%$493.7K2026-Q1
Atria Investments, IncTRIM25,60714,744-42.4%$360.0K2026-Q1
Neuberger Berman Group LLCTRIM39,25313,151-66.5%$321.1K2026-Q1
Swiss Life Asset Management LtdTRIM13,6918,967-34.5%$219.0K2026-Q1
FIFTH THIRD BANCORPDOUBLED1635,727+3413.5%$139.9K2026-Q1
Rockefeller Capital Management L.P.ADD2,9185,034+72.5%$122.9K2026-Q1
ASSETMARK, INCDOUBLED2524,064+1512.7%$99.2K2026-Q1
13 unique insiders with 40 transactions. Net insider value: -$36.2M ($0.00 bought, $36.2M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 22, 2026Khouri HaithamChief Executive OfficerSELL117,511$31.19$3.7M
May 21, 2026Khouri HaithamChief Executive OfficerSELL91,724$31.91$2.9M
May 20, 2026Khouri HaithamChief Executive OfficerSELL20,300$34.09$692.0K
May 13, 2026Sable KyleChief Financial OfficerEXERCISE49,540$8.36$414.2K
May 13, 2026Sable KyleChief Financial OfficerSELL46,263$33.05$1.5M
May 13, 2026Emery JeffreyPresident - Global Fire SafetyEXERCISE53,537$8.36$447.6K
May 13, 2026Emery JeffreyPresident - Global Fire SafetySELL53,537$33.45$1.8M
May 12, 2026Sable KyleChief Financial OfficerEXERCISE30,000$8.36$250.8K
May 12, 2026Sable KyleChief Financial OfficerSELL30,000$31.75$952.5K
May 11, 2026Emery JeffreyPresident - Global Fire SafetySELL97,855$32.90$3.2M
May 11, 2026Sable KyleChief Financial OfficerEXERCISE20,460$8.36$171.0K
May 11, 2026Emery JeffreyPresident - Global Fire SafetyEXERCISE99,963$8.36$835.7K
May 11, 2026Sable KyleChief Financial OfficerSELL20,460$32.89$672.9K
May 8, 2026Sable KyleChief Financial OfficerSELL150,000$31.52$4.7M
May 8, 2026Emery JeffreyPresident - Global Fire SafetyEXERCISE46,500$8.36$388.7K
May 8, 2026Sable KyleChief Financial OfficerEXERCISE20,000$3.89$77.8K
May 8, 2026Emery JeffreyPresident - Global Fire SafetySELL46,500$32.00$1.5M
Apr 23, 2026Howley W NicholasDirectorGIFT3,480,640——
Apr 1, 2026Howley W NicholasDirectorGIFT1,000,000——
Mar 11, 2026Thorndike William N JrDirectorSELL100,000$23.18$2.3M
Mar 10, 2026Thorndike William N JrDirectorSELL100,000$23.63$2.4M
Mar 9, 2026Thorndike William N JrDirectorSELL90,043$23.18$2.1M
Mar 6, 2026Thorndike William N JrDirectorSELL100,000$23.63$2.4M
Mar 5, 2026Thorndike William N JrDirectorSELL100,000$24.06$2.4M
Mar 4, 2026Thorndike William N JrDirectorSELL125,000$24.26$3.0M
Mar 3, 2026Raj VivekDirectorAWARD555,859——
Mar 3, 2026Cool Tracy BrittDirectorAWARD65,843——
Mar 3, 2026Thorndike William N JrDirectorAWARD5,582,492——
Mar 3, 2026Khouri HaithamChief Executive OfficerAWARD1,600,317——
Feb 26, 2026Emery JeffreyPresident - Global Fire SafetyAWARD200,000——
Feb 26, 2026Iversen Bernt G IIDirectorAWARD2,655——
Feb 26, 2026Bowman GrantPresident, Specialty ProductsAWARD100,000——
Feb 26, 2026Khouri HaithamChief Executive OfficerAWARD88,489——
Feb 26, 2026Sable KyleChief Financial OfficerAWARD50,000——
Feb 26, 2026Yokozuka NorikoGeneral CounselAWARD120,000——
Feb 26, 2026HENNESSY SEAN PDirectorAWARD6,194——
Feb 26, 2026Henderson Robert SDirectorAWARD2,655——
Feb 26, 2026Cool Tracy BrittDirectorAWARD6,194——
Feb 26, 2026Raj VivekDirectorAWARD6,194——
Feb 26, 2026Valladares III Jorge L.DirectorAWARD6,194——
8 SEC filing reports analyzed. Sentiment: 4 bullish, 0 bearish, 0 mixed, 4 neutral. Avg impact: 4.9/10.
NEUTRAL 144 2/10
Former director Raj Vivek filed two Form 144 notices on June 12, 2026, proposing to sell a combined
Jun 12, 2026
NEUTRAL CLUSTER 4/10
President Jeffrey and CFO Sable sold a combined $4.75M in open-market shares within a week of Perime
May 15, 2026
BULLISH 8-K 7/10
Perimeter Solutions reported Q1 2026 results with net sales surging 74% to $125.1M, driven by the MM
May 6, 2026
BULLISH PRESS-RELEASE 7/10
Perimeter Solutions reported Q1 2026 net sales of $125.1M (+74% YoY) and GAAP diluted EPS of $0.44,
May 6, 2026
NEUTRAL PRESS-RELEASE 3/10
Perimeter Solutions announced it will release Q1 2026 financial results on May 6, 2026, with a confe
Apr 21, 2026
NEUTRAL DEFA14A 2/10
Perimeter Solutions, Inc. filed a definitive proxy statement (DEFA14A) for its annual shareholder me
Apr 17, 2026
BULLISH INST-CLUSTER 6/10
Three major passive institutional investors — Morgan Stanley, Wells Fargo, and Schwab — initiated ne
Feb 28, 2026
BULLISH 8-K 8/10
Perimeter Solutions reported strong full-year 2025 financial results with 16% revenue growth to $652
Feb 26, 2026
∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (83% buy). Based on 6 analysts: 1 strong buy, 4 buy, 1 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$40.67 mean target +14.7% upside Buy (1.67)
$34.00 Low $48.00 High
MetricValue
Current Price$35.47
Target Low$34.00
Target Mean$40.67
Target Median$40.00
Target High$48.00
# Analysts3
RecommendationBuy (1.67)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $0.44 $0.43 $0.44 12.0% -1.5% 1↑ 0↓ $0.2B 31.8% 2
Next Q
2026-09-30
 $0.98 $0.95 $1.01 19.8% -3.2% 1↑ 0↓ $0.4B 20.6% 2
Current FY
2026-12-31
 $1.66 $1.65 $1.67 23.9% -0.7% 1↑ 0↓ $0.9B 34.9% 2
Next FY
2027-12-31
 $1.93 $1.90 $1.95 16.0% -1.3% 1↑ 0↓ $1.0B 11.6% 2

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.437
7d ago$0.443-0.007
30d ago$0.443-0.007
60d ago$0.379+0.057
90d ago$0.382+0.054
3 analyst firms have rated this stock: 1 upgrades, 1 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 9, 2026 CJS Securities INITIATE — Market Outperform
May 11, 2026 Morgan Stanley MAINTAIN Overweight Overweight
May 7, 2026 UBS MAINTAIN Buy Buy
Mar 31, 2026 UBS UPGRADE Neutral Buy
Mar 4, 2026 UBS MAINTAIN Neutral Neutral
Jan 12, 2026 UBS DOWNGRADE Buy Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20261410083%
May 1, 20261410083%
Apr 1, 20261410083%
Mar 1, 20261320067%
Feb 1, 20261320067%
Jan 1, 20261410083%
Strong BuyBuyHoldSellStrong Sell
∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 10, 2026
short_volume
Short Volume: PRM — 71.6% short (0.4M / 0.6M)
Short: 426,073 | Exempt: 0 | TRF Vol: 595,328 | Short Ratio: 71.6% | Off-exchange volume (dark pool + OTC)
Jun 9, 2026
short_volume
Short Volume: PRM — 66.4% short (0.4M / 0.6M)
Short: 400,618 | Exempt: 20,051 | TRF Vol: 603,766 | Short Ratio: 66.4% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: PRM — 56.9% short (0.3M / 0.5M)
Short: 289,495 | Exempt: 519 | TRF Vol: 508,841 | Short Ratio: 56.9% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_interest
FTD: PRM — 31,392 shares ($1.0M) failed to deliver
Settlement: 20260513, Price: $32.10, FTD Value: $1,007,683.2, PERIMETER SOLUTIONS INC COM
May 11, 2026
short_volume
Short Volume: PRM — 60.1% short (0.4M / 0.6M)
Short: 356,223 | Exempt: 40,743 | TRF Vol: 592,362 | Short Ratio: 60.1% | Off-exchange volume (dark pool + OTC)
May 8, 2026
short_volume
Short Volume: PRM — 71.4% short (0.5M / 0.7M)
Short: 479,676 | Exempt: 94,797 | TRF Vol: 671,472 | Short Ratio: 71.4% | Off-exchange volume (dark pool + OTC)
May 6, 2026
earnings
Perimeter Solutions Reports First Quarter 2026 Financial Results
<p align="center"><em>First quarter Net Income of $72.9M and Adjusted Net Income of $9.0M</em></p>
May 6, 2026
earnings_calendar
PRM Q1 2026 Earnings Before Market Open — 2026-05-06
Apr 21, 2026
earnings
Perimeter Announces Date for First Quarter 2026 Earnings Call
<p align="justify">CLAYTON, Mo., April 21, 2026 (GLOBE NEWSWIRE) -- Perimeter Solutions (NYSE: <a href="https://www.globenewswire.com/Tracker?data=I
Mar 11, 2026
short_interest
FTD: PRM — 95,395 shares ($2.2M) failed to deliver
Settlement: 20260311, Price: $23.44, FTD Value: $2,236,058.8, PERIMETER SOLUTIONS INC COM
Mar 10, 2026
short_interest
FTD: PRM — 95,405 shares ($2.3M) failed to deliver
Settlement: 20260310, Price: $23.82, FTD Value: $2,272,547.1, PERIMETER SOLUTIONS INC COM
Feb 26, 2026
earnings_calendar
PRM Q4 2025 Earnings Before Market Open — 2026-02-26
Feb 12, 2026
short_interest
FTD: PRM — 73,347 shares ($2.0M) failed to deliver
Settlement: 20260212, Price: $27.36, FTD Value: $2,006,773.92, PERIMETER SOLUTIONS INC COM
Jan 1, 2026
government_contract
$50M govt contract: PERIMETER SOLUTIONS LP
Agency: Department of Agriculture. FAM RETARDANT - FULL SERVICE, 2026 IQ-NOCOMMIT