RPM

RPM INTERNATIONAL INC/DE/

NYSE · Paints, Varnishes, Lacquers, Enamels & Allied Prods · Inc. DE · CIK 0000110621
$107.05 -0.45% $13.7B
High Impact Filing (8/10)20 New Institutional Positions19 Institutional Exits
Vol
Market Cap$13.7B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (86%)
Inst. Holders50 funds
Inst. Value$7.3B
Inst. Activity20 buys / 19 sells
SEC Reports3
Congressional3 trades
Exchange NYSE·Sector Paints, Varnishes, Lacquers, Enamels & Allied Prods·Inc. DE·CIK 0000110621·Prev Close $107.53

Recent Activity

Jun 2, 2026 SEC
RPM International amended its $300M accounts receivable securitization facility, removing the interest coverage ratio co
8-K — Impact 3/10
May 31, 2026 Insider
SULLIVAN FRANK C surrendered for taxes 496 shares
Chairman and CEO @ $105.97 ($52.6K)
May 31, 2026 Insider
Gordon Russell L surrendered for taxes 925 shares
VP and CFO @ $105.97 ($98.0K)
May 31, 2026 Insider
Ratajczak Matthew T surrendered for taxes 224 shares
VP-Global Tax and Treasurer @ $105.97 ($23.7K)
May 18, 2026 dark_pool
Dark Pool: RPM — 1.5M shares, 46,361 trades
Week starting 2026-05-18. Total ATS volume: 1,538,700 shares across 46,361 trades.
Apr 8, 2026 SEC
RPM reported strong third-quarter results with adjusted EPS of $0.57, a 62.9% beat versus consensus of $0.35, driven by
8-K — Impact 8/10
Mar 5, 2026 SEC
RPM International Inc. amended its revolving credit facility on February 27, 2026, extending the term by five years to F
8-K — Impact 4/10
Inst.
Allspring Global Investments Holdings, — DOUBLED
3,853,081 shares ($387.7M)

Price Targets

$128.86 +20.4% upside Strong Buy
Current $107.05 Low $115.00 Median $126.00 High $148.00 14 analysts
$115.00 $148.00

Analyst Ratings

Strong Buy86% buy · 21 analysts
4Strong Buy
14Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 29, 2026 Citigroup MAINTAIN Buy → Buy
May 27, 2026 UBS UPGRADE Neutral → Buy
Apr 13, 2026 BMO Capital MAINTAIN Outperform → Outperform
Apr 13, 2026 RBC Capital MAINTAIN Outperform → Outperform
Apr 10, 2026 UBS MAINTAIN Neutral → Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.84 $1.75 — $1.90 7% YoY 14
Next Q $1.92 ▲ +1.5% $1.75 — $2.07 2% YoY 8
Current FY $5.48 $5.31 — $5.55 3% YoY 14
Next FY $5.91 ▲ +0.8% $5.50 — $6.30 8% YoY 13

Top Institutional Holders

FundValueMove
BlackRock, Inc.$1.3B
Aristotle Capital Management, LLC$732.0M
VANGUARD PORTFOLIO MANAGEMENT LLC$711.9M
STATE STREET CORP$651.6M
VANGUARD CAPITAL MANAGEMENT LLC$571.9M

Recent Insider Trades

DateInsiderTypeValue
May 31, 2026SULLIVAN FRANKF$52.6K
May 31, 2026Gordon RussellF$98.0K
May 31, 2026Ratajczak MatthewF$23.7K
May 31, 2026Kastner JaneenF$79.3K
May 31, 2026Kinser TimothyF$22.0K

Congressional Trades

1 members: 2 buys, 1 sells
MemberPartyTypeAmount
David TaylorRBUY$1,001 - $15,000
David TaylorRBUY$1,001 - $15,000
David TaylorRSELL$1,001 - $15,000
50 institutional holders with $7.3B total value (73,099,789 shares) as of 2026-Q1. Top holders: BlackRock,, Aristotle, VANGUARD. Net buying activity: 20 institutions added/increased vs 19 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.12,835,588$1.3B17.5%
2Aristotle Capital Management, LLC7,364,480$732.0M10.1%
3VANGUARD PORTFOLIO MANAGEMENT LLC7,161,617$711.9M9.8%
4STATE STREET CORP6,555,140$651.6M9.0%
5VANGUARD CAPITAL MANAGEMENT LLC5,753,716$571.9M7.9%
6MORGAN STANLEY4,526,368$449.9M6.2%
7Allspring Global Investments Holdings, LLC3,853,081$387.7M5.3%DOUBLED +102.0%
8VICTORY CAPITAL MANAGEMENT INC3,889,257$386.6M5.3%
9DIMENSIONAL FUND ADVISORS LP1,297,411$129.0M1.8%
10BANK OF AMERICA CORP /DE/1,278,816$127.1M1.7%
11ALLIANCEBERNSTEIN L.P.1,028,415$107.0M1.5%NEW
12MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.969,933$96.4M1.3%
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC896,155$89.1M1.2%
14SEI INVESTMENTS CO851,521$84.6M1.2%ADD +29.6%
15CITADEL ADVISORS LLC839,494$83.4M1.1%
16VANGUARD FIDUCIARY TRUST CO793,738$78.9M1.1%
17VOLORIDGE INVESTMENT MANAGEMENT, LLC674,362$67.0M0.9%DOUBLED +175.9%
18FIL Ltd658,873$65.5M0.9%
19NORDEA INVESTMENT MANAGEMENT AB643,936$62.9M0.9%
20Boston Trust Walden Corp630,505$62.7M0.9%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Allspring Global Investments Holdings, LLCDOUBLED1,907,8263,853,081+102.0%$387.7M2026-Q1
SEI INVESTMENTS COADD657,276851,521+29.6%$84.6M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.DOUBLED280,542630,180+124.6%$62.6M2026-Q1
AMERIPRISE FINANCIAL INCADD341,560544,819+59.5%$54.2M2026-Q1
Woodline Partners LPDOUBLED2,346483,206+20497.0%$48.0M2026-Q1
Point72 Asset Management, L.P.TRIM554,654390,544-29.6%$38.8M2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C.DOUBLED130,000320,000+146.2%$31.8M2026-Q1
TUDOR INVESTMENT CORP ET ALDOUBLED26,849242,538+803.3%$24.1M2026-Q1
Retirement Systems of AlabamaTRIM238,476157,014-34.2%$15.6M2026-Q1
FRANKLIN RESOURCES INCDOUBLED46,347145,318+213.5%$14.4M2026-Q1
Gotham Asset Management, LLCADD48,40986,003+77.7%$8.5M2026-Q1
FIFTH THIRD BANCORPDOUBLED16,35580,083+389.7%$8.0M2026-Q1
COMMERCE BANKDOUBLED26,13778,803+201.5%$7.8M2026-Q1
Tredje AP-fondenDOUBLED26,12676,109+191.3%$7.6M2026-Q1
Pictet Asset Management Holding SATRIM86,29955,150-36.1%$5.5M2026-Q1
Brevan Howard Capital Management LPDOUBLED24,07648,191+100.2%$4.8M2026-Q1
Alyeska Investment Group, L.P.TRIM122,83044,555-63.7%$4.4M2026-Q1
1832 Asset Management L.P.TRIM70,18243,000-38.7%$4.3M2026-Q1
HSBC HOLDINGS PLCTRIM85,26842,979-49.6%$4.3M2026-Q1
Mariner, LLCTRIM51,44938,465-25.2%$3.8M2026-Q1
CAPTRUST FINANCIAL ADVISORSADD21,85336,532+67.2%$3.6M2026-Q1
Korea Investment CORPTRIM56,02320,432-63.5%$2.0M2026-Q1
CWM, LLCTRIM33,58319,255-42.7%$1.9M2026-Q1
Orion Porfolio Solutions, LLCTRIM25,42217,618-30.7%$1.8M2026-Q1
Horizon Investments, LLCADD13,26217,018+28.3%$1.7M2026-Q1
5 unique insiders with 11 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 31, 2026SULLIVAN FRANK CChairman and CEOTAX W/H496$105.97$52.6K
May 31, 2026Gordon Russell LVP and CFOTAX W/H925$105.97$98.0K
May 31, 2026Ratajczak Matthew TVP-Global Tax and TreasurerTAX W/H224$105.97$23.7K
May 31, 2026Kastner Janeen B.VP Corp. Benefits/Risk Mgmt.TAX W/H748$105.97$79.3K
May 31, 2026Kinser Timothy R.Former VP-OperationsTAX W/H208$105.97$22.0K
Apr 28, 2026Gordon Russell LVP and CFOTAX W/H5,038$103.70$522.4K
Apr 28, 2026Gordon Russell LVP and CFOEXERCISE30,000$50.99$1.5M
Apr 28, 2026Gordon Russell LVP and CFOD14,752$103.70$1.5M
Apr 17, 2026Kastner Janeen B.VP Corp. Benefits/Risk Mgmt.EXERCISE30,000$50.99$1.5M
Apr 17, 2026Kastner Janeen B.VP Corp. Benefits/Risk Mgmt.D13,931$109.81$1.5M
Apr 17, 2026Kastner Janeen B.VP Corp. Benefits/Risk Mgmt.TAX W/H5,452$109.81$598.7K

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

Current analyst consensus: Strong Buy (86% buy). Based on 21 analysts: 4 strong buy, 14 buy, 3 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$128.86 mean target +20.4% upside Strong Buy (1.29)
$115.00 Low $148.00 High
MetricValue
Current Price$107.05
Target Low$115.00
Target Mean$128.86
Target Median$126.00
Target High$148.00
# Analysts14
RecommendationStrong Buy (1.29)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-05-31
$1.84 $1.75 $1.90 7.1% +0.4% 4↑ 0↓ $2.2B 4.7% 14
Next Q
2026-08-31
$1.92 $1.75 $2.07 2.1% +1.5% 1↑ 1↓ $2.2B 5.0% 8
Current FY
2026-05-31
$5.48 $5.31 $5.55 3.4% -0.1% 2↑ 0↓ $7.8B 5.9% 14
Next FY
2027-05-31
$5.91 $5.50 $6.30 7.9% +0.8% 2↑ 0↓ $8.2B 5.3% 13

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.843
7d ago$1.843
30d ago$1.835+0.008
60d ago$1.826+0.016
90d ago$1.834+0.009
10 analyst firms have rated this stock: 3 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 29, 2026 Citigroup MAINTAIN Buy Buy
May 27, 2026 UBS UPGRADE Neutral Buy
Apr 13, 2026 BMO Capital MAINTAIN Outperform Outperform
Apr 13, 2026 RBC Capital MAINTAIN Outperform Outperform
Apr 10, 2026 UBS MAINTAIN Neutral Neutral
Apr 9, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Apr 9, 2026 B of A Securities MAINTAIN Buy Buy
Apr 2, 2026 UBS MAINTAIN Neutral Neutral
Mar 23, 2026 Mizuho MAINTAIN Outperform Outperform
Mar 4, 2026 Baird UPGRADE Neutral Outperform
Jan 12, 2026 Deutsche Bank MAINTAIN Buy Buy
Jan 9, 2026 BMO Capital MAINTAIN Outperform Outperform
Jan 9, 2026 JP Morgan UPGRADE Neutral Overweight
Dec 18, 2025 Citigroup MAINTAIN Buy Buy
Dec 18, 2025 UBS MAINTAIN Neutral Neutral
Dec 18, 2025 Mizuho MAINTAIN Outperform Outperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202641430086%
May 1, 202641340081%
Apr 1, 202641340081%
Mar 1, 202631360073%
Feb 1, 202631360073%
Jan 1, 202631270068%
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 2 buys, 1 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Mar 12, 2026David TaylorRHOUSEBUY$1,001 - $15,000RPM International IncMar 23, 2026 (12d)
Mar 11, 2026David TaylorRHOUSEBUY$1,001 - $15,000RPM International IncMar 23, 2026 (13d)
Feb 26, 2026David TaylorRHOUSESELL$1,001 - $15,000RPM International IncMar 9, 2026 (12d)

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

May 18, 2026
dark_pool
Dark Pool: RPM — 1.5M shares, 46,361 trades
Week starting 2026-05-18. Total ATS volume: 1,538,700 shares across 46,361 trades.
May 11, 2026
dark_pool
Dark Pool: RPM — 1.2M shares, 43,525 trades
Week starting 2026-05-11. Total ATS volume: 1,231,732 shares across 43,525 trades.
May 4, 2026
dark_pool
Dark Pool: RPM — 0.9M shares, 38,328 trades
Week starting 2026-05-04. Total ATS volume: 907,208 shares across 38,328 trades.
Apr 27, 2026
dark_pool
Dark Pool: RPM — 1.6M shares, 46,521 trades
Week starting 2026-04-27. Total ATS volume: 1,602,525 shares across 46,521 trades.
Apr 20, 2026
dark_pool
Dark Pool: RPM — 1.5M shares, 45,042 trades
Week starting 2026-04-20. Total ATS volume: 1,513,305 shares across 45,042 trades.
Apr 13, 2026
dark_pool
Dark Pool: RPM — 1.7M shares, 52,104 trades
Week starting 2026-04-13. Total ATS volume: 1,693,883 shares across 52,104 trades.
Apr 8, 2026
earnings_calendar
RPM Q3 2026 Earnings Before Market Open — 2026-04-08
Apr 6, 2026
dark_pool
Dark Pool: RPM — 2.4M shares, 65,788 trades
Week starting 2026-04-06. Total ATS volume: 2,416,858 shares across 65,788 trades.
Mar 30, 2026
dark_pool
Dark Pool: RPM — 1.2M shares, 34,172 trades
Week starting 2026-03-30. Total ATS volume: 1,222,154 shares across 34,172 trades.
Mar 23, 2026
dark_pool
Dark Pool: RPM — 1.5M shares, 44,997 trades
Week starting 2026-03-23. Total ATS volume: 1,451,265 shares across 44,997 trades.
Mar 16, 2026
dark_pool
Dark Pool: RPM — 1.3M shares, 39,772 trades
Week starting 2026-03-16. Total ATS volume: 1,314,609 shares across 39,772 trades.
Mar 9, 2026
dark_pool
Dark Pool: RPM — 1.4M shares, 38,540 trades
Week starting 2026-03-09. Total ATS volume: 1,393,848 shares across 38,540 trades.
Mar 2, 2026
dark_pool
Dark Pool: RPM — 1.5M shares, 40,475 trades
Week starting 2026-03-02. Total ATS volume: 1,526,627 shares across 40,475 trades.
Feb 23, 2026
dark_pool
Dark Pool: RPM — 0.9M shares, 28,560 trades
Week starting 2026-02-23. Total ATS volume: 910,412 shares across 28,560 trades.
Feb 16, 2026
dark_pool
Dark Pool: RPM — 0.9M shares, 21,971 trades
Week starting 2026-02-16. Total ATS volume: 851,322 shares across 21,971 trades.