Wall Street Analysts Are Bullish on Top Materials Picks
Wall Street analysts are showing bullish sentiment towards the Materials sector, specifically highlighting Solitario Resources (XPL) and RPM International (RPM). Roth MKM analyst Mike Niehuser maintained a Buy rating on Solitario Resources with a $1.80 price target, while J.P. Morgan analyst Jeffrey Zekauskas maintained a Buy rating on RPM International, which has a Strong Buy consensus and an average price target of $126.91.
RPM International (NYSE:RPM) Has A Pretty Healthy Balance Sheet
RPM International (NYSE:RPM) has a healthy balance sheet, despite utilizing debt in its business. The company's net debt to EBITDA ratio of 2.0 suggests moderate debt usage, and its EBIT covers its interest expense 11.7 times. Additionally, RPM International has a strong free cash flow conversion of 82% of its EBIT, positioning it well to manage its debt and generate returns for shareholders.
RPM International Inc. (NYSE:RPM) Receives Consensus Recommendation of "Moderate Buy" from Brokerages
RPM International Inc. (NYSE:RPM) has received a "Moderate Buy" consensus recommendation from brokerages, with an average 1-year price target of $126.75. This comes despite the company missing recent quarterly earnings expectations, reporting an EPS of $1.20 against an anticipated $1.41, though revenue saw a 3.5% year-over-year increase. Insider activity includes a VP selling part of his stake, while institutional investors hold a significant 80.95% of the stock.
RPM International (NYSE:RPM) Has A Pretty Healthy Balance Sheet
RPM International (NYSE:RPM) demonstrates a healthy balance sheet despite using debt, with its net debt to EBITDA ratio at 2.0 and EBIT covering interest expenses 11.7 times. The company's strong free cash flow, representing 82% of its EBIT, positions it well to manage and potentially reduce its debt load. While debt always carries some risk, the analysis suggests RPM's approach to leverage is sensible and potentially beneficial for shareholders.
Recent Uptick Might Appease RPM International Inc. (NYSE:RPM) Institutional Owners After Losing 1.9% Over the Past Year
Institutional investors own 84% of RPM International Inc. (NYSE:RPM), meaning they have significant influence over the company's share price. Despite a 1.9% loss over the past year, a recent US$1.3 billion market cap gain is likely welcomed by these institutional owners. The top 14 shareholders collectively own 50% of the company, with The Vanguard Group and BlackRock being the largest, while insiders hold a meaningful stake of US$198 million.
Analysts Offer Insights on Materials Companies: Barrick Mining (B), RPM International (RPM) and Linde (LIN)
Three analysts have issued bullish sentiments on Barrick Mining, RPM International, and Linde in the Materials sector. Scotiabank maintained a Buy rating on Barrick Mining with a $63.00 price target, while BMO Capital reiterated a Buy rating on RPM International with a target of $149.00. Evercore ISI also maintained a Buy rating on Linde, setting a price target of $490.00.
Analysts Offer Insights on Materials Companies: Barrick Mining (B), RPM International (RPM) and Linde (LIN)
This article highlights bullish analyst ratings for three materials companies: Barrick Mining (B), RPM International (RPM), and Linde (LIN). Scotiabank maintained a Buy rating for Barrick Mining with a $63.00 price target, BMO Capital reiterated a Buy for RPM International with a $149.00 target, and Evercore ISI maintained a Buy for Linde with a $490.00 target. The consensus for all three stocks is a "Strong Buy," indicating positive outlooks from the analyst community.
Analysts Offer Insights on Materials Companies: Barrick Mining (B), RPM International (RPM) and Linde (LIN)
Three analysts have issued bullish sentiments on several Materials sector companies. Scotiabank maintained a Buy rating for Barrick Mining (B) with a $63.00 price target, while BMO Capital reiterated a Buy on RPM International (RPM) with a $149.00 target, and Evercore ISI maintained a Buy on Linde (LIN) with a $490.00 price target. This article details the analyst ratings, price targets, and average returns for each company.
Analysts Offer Insights on Materials Companies: Barrick Mining (B), RPM International (RPM) and Linde (LIN)
The article highlights bullish analyst sentiments for three materials companies: Barrick Mining (B), RPM International (RPM), and Linde (LIN). Scotiabank maintained a Buy rating on Barrick Mining, BMO Capital reiterated a Buy on RPM International, and Evercore ISI maintained a Buy rating on Linde, with all three companies receiving a "Strong Buy" consensus from analysts.
Analysts Offer Insights on Materials Companies: Barrick Mining (B), RPM International (RPM) and Linde (LIN)
Three analysts recently provided bullish insights on companies in the Materials sector. Scotiabank maintained a Buy rating on Barrick Mining with a $63.00 price target, BMO Capital reiterated a Buy on RPM International with a $149.00 price target, and Evercore ISI maintained a Buy rating on Linde with a $490.00 price target. All three stocks currently hold a "Strong Buy" analyst consensus.
After losing 5.0% in the past year, RPM International Inc. (NYSE:RPM) institutional owners must be relieved by the recent gain
Institutional investors, holding 84% of RPM International Inc. (NYSE:RPM), are likely relieved by a recent 6.8% share price gain after a 5.0% loss over the past year. The Vanguard Group, BlackRock, Inc., and Aristotle Capital Management, LLC are the top three shareholders, collectively owning a significant portion of the company. While insiders hold a meaningful stake, the general public also has some influence with 15% ownership.
Rep. David Taylor Buys RPM International Inc. (NYSE:RPM) Stock
Rep. David Taylor (R-Ohio) recently purchased between $1,001 and $15,000 worth of RPM International (NYSE:RPM) shares on January 16th, placing the trade in his "DAVID TAYLOR TRUST > SARDINIA READY MIX 401(K) - DAVE" account. This acquisition follows RPM International's recent earnings report where it missed quarterly expectations, posting $1.20 EPS against an estimated $1.41. Analysts currently maintain a "Moderate Buy" rating for RPM with an average price target of $126.75, while the stock trades with a P/E ratio of approximately 21.4 and a dividend yield of around 1.9%.
RPM International Inc (RPM) Shares Up 4.53% on Feb 3
Shares of RPM International Inc (RPM) saw a 4.53% increase in mid-day trading on February 3rd, reaching $112.38. This places the stock 12.96% below its 52-week high and 17.95% above its 52-week low. Wall Street analysts maintain an "Outperform" status with an average target price of $127.37, while GuruFocus estimates a fair value of $119.02.
RPM International Inc. (NYSE:RPM) Sees Large Increase in Short Interest
Short interest in RPM International Inc. (NYSE:RPM) significantly increased by 29.5% as of January 15th, totaling 2,265,281 shares, representing 1.8% of the stock. Despite missing quarterly earnings estimates with $1.20 EPS versus $1.41 expected and $1.91 billion in revenue, the company's revenue grew 3.5% year-over-year, and it maintains a moderate buy consensus rating from analysts with a target price of $126.75. The company recently paid a quarterly dividend of $0.54 per share.
Strs Ohio Reduces Holdings in RPM International Inc. $RPM
Strs Ohio significantly reduced its stake in RPM International Inc. during the third quarter, selling 81.7% of its shares and retaining 3,040 shares valued at $358,000. Despite missing Q3 earnings and revenue estimates, analysts maintain a "Moderate Buy" rating for RPM with a consensus price target of $126.75, and the company pays a $0.54 quarterly dividend. Institutional investors now own approximately 80.95% of the specialty chemicals company.
How (RPM) Movements Inform Risk Allocation Models
This article analyzes RPM International Inc. (NYSE: RPM) using AI models to suggest trading strategies. It identifies a weak near-term sentiment and a mid-channel oscillation pattern, leading to an exceptional short setup. The analysis provides specific entry, target, and stop-loss zones for position trading, momentum breakout, and risk hedging strategies.
Zacks Research Expects Lower Earnings for RPM International
Zacks Research has lowered its Q4 2027 EPS estimate for RPM International from $2.12 to $2.10 and issued a "Strong Sell" rating, despite the broader consensus remaining a "Moderate Buy." The company recently reported Q4 EPS of $1.20, missing the consensus of $1.41, with revenue of $1.91 billion, which was below expectations but represented a 3.5% year-over-year increase. Various analysts have adjusted price targets, yet the stock maintains a consensus target price of $126.75 and offers a quarterly dividend.
FY2027 EPS Forecast for RPM International Lowered by Analyst
Zacks Research has lowered its FY2027 EPS forecast for RPM International (NYSE:RPM) to $6.15 per share, down from $6.16, and issued a "Strong Sell" rating for the specialty chemicals company. The revision follows RPM International's recent quarterly earnings report, which missed analyst expectations for both EPS ($1.20 vs. $1.41) and revenue ($1.91 billion vs. $1.94 billion). Despite other brokerages maintaining "Buy" or "Outperform" ratings, the stock had an average target price of $126.75 and an average "Moderate Buy" rating from MarketBeat.
How Investors May Respond To RPM (RPM) Cost Savings Plan Amid Earnings Pressures And Insider Selling
RPM International (RPM) announced a plan for US$100 million in annual SG&A savings and projected mid-single-digit sales growth with mid- to high-single-digit adjusted EBIT growth for Q3 and Q4 2026, despite expecting flat to down EPS for the full year. This comes amidst analyst upgrades (JPMorgan) but also insider selling and a recent stock decline. The company faces operational and macro pressures, including high leverage and softer construction activity, making its cost-cutting efforts a key part of its investment narrative, though its shares may still be overvalued according to some estimates.
A Look At RPM International (RPM) Valuation After JPMorgan Upgrade And $100 Million Cost Savings Plan
RPM International (RPM) is attracting attention after a JPMorgan upgrade and its announcement of a US$100 million annual SG&A savings plan, alongside projected modest sales and adjusted EBIT growth. Despite recent pullbacks, the stock has shown stronger long-term momentum. Simply Wall St's analysis suggests RPM is undervalued, with a fair value of $127.64 per share compared to its current price of US$109.48, contingent on improving consumer demand and stable input costs.
RPM International Inc. (NYSE:RPM) Emerges as a Quality Dividend Stock Through Systematic Screening
RPM International Inc. (NYSE:RPM) has been identified as a quality dividend stock through a systematic screening process focusing on sustainable payouts and strong financials. The company boasts a ChartMill Dividend Rating of 7 out of 10, highlighting its 1.92% yield, consistent dividend growth, and a secure payout ratio of approximately 40%. This is further supported by excellent profitability, a sound financial condition, and reasonable valuation, making it an attractive option for income-oriented investors seeking dependable returns.
Kinser, VP at RPM International, sells $379k in shares
Timothy R. Kinser, VP-Operations at RPM International, sold 3,441 shares of the company's common stock for $379,559. Following the transaction, Kinser holds 21,248 shares and stock appreciation rights for 70,000 more. This insider sale comes amidst mixed analyst ratings for RPM International, with some firms lowering price targets due to fiscal challenges while others maintain Outperform ratings based on strong sales growth and strategic cost reductions.
RPM acquires Kalzip
RPM International Inc., through its Tremco Construction Products Group, has announced the acquisition of Kalzip GmbH, a leader in metal-based roofs and facades. This acquisition is set to enhance Tremco CPG’s building envelope systems and strengthen its international market position, with Kalzip generating approximately $82 million in net sales in 2024. The deal is expected to close in the fourth quarter of fiscal 2026 and will expand Kalzip's reach to North American customers.
Zacks Research Issues Negative Outlook for RPM Earnings
Zacks Research has issued a negative outlook for RPM International, cutting its Q3 2026 EPS estimate to $0.39 and revising down forecasts for FY2026-2028, citing reduced earnings visibility. This follows RPM missing its most recent quarterly earnings and revenue expectations. Despite these revisions and recent insider selling, analyst sentiment remains a "Moderate Buy" with an average target price of $126.75, supported by recent dividend announcements and upgrades from some firms.
Investors in RPM International (NYSE:RPM) have seen respectable returns of 44% over the past five years
RPM International Inc. (NYSE:RPM) has provided a respectable 44% total shareholder return (TSR) over the last five years, outperforming its 32% share price increase over the same period. This indicates that dividends played a significant role in shareholder returns. Although the stock underperformed the broader market in the last year, RPM's earnings per share have grown at 9.3% annually over five years, higher than its yearly share price gain of 6%, suggesting the market has become somewhat pessimistic about the company.
Kinser, VP at RPM International, sells $379k in shares By Investing.com
Timothy R. Kinser, VP-Operations at RPM International (NYSE:RPM), sold 3,441 shares of company stock for $379,559. This transaction occurred amidst mixed analyst ratings and recent operational challenges for RPM, including a temporary setback due to a government shutdown and restructuring costs. Despite these issues, RPM International has a strong dividend history and has initiated significant cost reductions.
Insider Sell: Timothy Kinser Sells Shares of RPM International I
Timothy Kinser, Vice President of Operations at an RPM International Inc subsidiary, sold 3,441 shares of RPM on January 21, 2026. This transaction follows a pattern of four insider sells and no insider buys within the past year for the company. RPM International Inc's stock is currently trading at $110.31, deemed fairly valued based on its GF Value of $113.75, with a P/E ratio of 21.47.
Timothy Kinser Sells 3,441 Shares of RPM International (NYSE:RPM) Stock
Timothy Kinser, VP at RPM International, sold 3,441 shares of RPM stock on January 21st for $379,576.71, reducing his stake by 13.94%. The sale comes after RPM missed quarterly earnings and revenue expectations, despite a 3.5% year-over-year revenue increase. The company recently declared a quarterly dividend of $0.54 per share.
Fairway Wealth LLC Raises Holdings in RPM International Inc. $RPM
Fairway Wealth LLC increased its stake in RPM International Inc. to 224,336 shares, making it their 5th largest holding. This comes as RPM recently missed quarterly earnings expectations but maintains a "Moderate Buy" analyst consensus. Several other institutional investors also adjusted their positions in RPM, and the company declared a quarterly dividend of $0.54 per share.
Trading Systems Reacting to (RPM) Volatility
This article analyzes Rpm International Inc. (NYSE: RPM) volatility using AI models, outlining three distinct trading strategies: a Long Position Trading Strategy, a Momentum Breakout Strategy, and a Short Risk Hedging Strategy. It highlights key findings like strong near and mid-term sentiment, resistance testing, and an exceptional risk-reward short setup. The analysis also provides multi-timeframe signal analysis for near, mid, and long-term horizons along with real-time AI-generated signals for informed trading decisions.
Campbell & CO Investment Adviser LLC Sells 38,811 Shares of RPM International Inc. $RPM
Campbell & CO Investment Adviser LLC significantly reduced its stake in RPM International Inc. by selling 38,811 shares, bringing its total holdings to 9,293 shares worth approximately $1.095 million. This occurred as RPM International missed its quarterly earnings and revenue expectations, reporting $1.20 EPS against an anticipated $1.41, and revenue of $1.91 billion compared to an expected $1.94 billion. Despite these misses, analysts maintain a "Moderate Buy" consensus rating for RPM with an average target price of $126.75.
RPM’s Buybacks And Mixed Q2 Results Could Be A Game Changer For RPM International (RPM)
RPM International recently reported mixed Q2 fiscal 2026 results with increased sales but softer net income, alongside the completion of a significant share repurchase program. The company's guidance for mid-single-digit sales growth in upcoming quarters, combined with a history of buybacks, indicates a strategy balancing growth investments with capital returns. Despite higher revenues, margin pressures and cost inflation remain key risks, but fair value estimates suggest a potential upside for investors.
RPM’s Buybacks And Mixed Q2 Results Could Be A Game Changer For RPM International (RPM)
RPM International Inc. recently reported mixed second-quarter fiscal 2026 results with increased sales but softer net income, alongside the completion of a significant share repurchase program. The company's guidance for mid-single-digit sales growth and ongoing investor capital returns through buybacks and dividends suggest a focus on balancing growth with shareholder value. While the buyback itself is a notable update, the company's near-term performance will likely depend more on cost control and input pricing rather than just revenue trends.
RPM International Inc. (NYSE:RPM) Receives Consensus Rating of "Moderate Buy" from Brokerages
RPM International Inc. (NYSE:RPM) has received a "Moderate Buy" consensus rating from fifteen brokerages, with an average 12-month price target of $126.75. Despite missing quarterly EPS and revenue estimates, the company announced a quarterly dividend of $0.54 per share. Insider activity and institutional investment in RPM International were also detailed, alongside the company's financial performance metrics.
RPM International (RPM) Valuation After Earnings Growth Guidance And Mixed International Results
RPM International's stock is currently trading at $111.52, which is considered by some analysts to be undervalued by approximately 12.6% compared to a narrative fair value of $127.64. The company's recent earnings, updated sales guidance for fiscal 2026, and the completion of a share repurchase program have brought it back into focus. While its P/E ratio is similar to peers, the intrinsic valuation is supported by efficiency programs and operational improvements, though potential risks include consumer demand slowdowns and rising input costs.
Analysts Offer Insights on Materials Companies: Aurelia Metals (OtherAUMTF) and RPM International (RPM)
Jefferies analyst Mitch Ryan maintained a Buy rating on Aurelia Metals (AUMTF), with a consensus Strong Buy rating and a 29.7% upside. Robert W. Baird's Ghansham Panjabi upgraded RPM International (RPM) to Buy, setting a price target of $125.00, contributing to a Strong Buy consensus and an 18.0% upside. Both analysts see bullish sentiment in the Materials sector for these companies.
RPM International (NYSE:RPM) Price Target Lowered to $126.00 at Deutsche Bank Aktiengesellschaft
Deutsche Bank Aktiengesellschaft has lowered its price target for RPM International (NYSE:RPM) from $138.00 to $126.00, though it maintains a "buy" rating, indicating a potential upside of nearly 13%. This adjustment follows RPM's recent earnings report where it missed analysts' consensus estimates for both EPS ($1.20 vs. $1.41) and revenue ($1.91 billion vs. $1.94 billion). The stock currently trades around $111.72, and the consensus among analysts is a "Moderate Buy" with an average target price of $126.75.
Deutsche Bank Lowers Price Target on RPM International to $126 From $138, Keeps Buy Rating
Deutsche Bank has adjusted its price target for RPM International, reducing it to $126 from the previous $138, while reaffirming a "Buy" rating for the stock. This update comes amidst a series of analyst adjustments for RPM International, with some firms like JPMorgan upgrading their ratings and others trimming price targets, following recent fiscal second-quarter earnings results. The article also notes RPM's acquisition of Germany's Kalzip and its declaration of a quarterly dividend.
RPM International Inc. Reports Fiscal 2026 Second-Quarter Results
RPM International Inc. reported record second-quarter sales of $1.91 billion for fiscal 2026, a 3.5% increase year-over-year, despite a decline in net income to $161.2 million. The company's growth was fueled by acquisitions and engineered solutions, though DIY demand was soft. In response to market challenges, RPM is implementing optimization actions to reduce SG&A expenses by approximately $100 million annually and projects mid-single-digit sales growth for the upcoming quarters.
Should You Buy RPM International Inc. (NYSE:RPM) For Its Upcoming Dividend?
RPM International Inc. (NYSE:RPM) is set to trade ex-dividend soon, offering US$0.54 per share. The company boasts a healthy 1.9% trailing yield with its dividend comfortably covered by both profits (40% payout ratio) and free cash flow (45% payout ratio). With a strong 17% annual earnings per share growth over the past five years and consistent dividend increases, RPM presents an attractive dividend prospect.
What 7 Analyst Ratings Have To Say About RPM International
Seven analysts have recently evaluated RPM International (NYSE: RPM), with an average 12-month price target of $125.00, down from the previous $130.00. The ratings range from "Bullish" to "Indifferent," with several analysts lowering their price targets while two raised theirs. The article also provides a detailed overview of RPM International's business segments, financial performance indicators like market capitalization, revenue growth, net margin, ROE, ROA, and debt management, highlighting its strong profitability and market position.
Is RPM International (RPM) Shares Offering Value After Recent Price Rebound?
RPM International's shares have recently rebounded, and this article evaluates whether the stock offers good value. A Discounted Cash Flow (DCF) analysis suggests the shares are undervalued by 26.5%, with an estimated intrinsic value of $150.99 per share compared to the current price of around $111. However, a Price-to-Earnings (P/E) comparison indicates the shares are fairly priced, trading at 21.4x, which is close to its peer average and below the industry average.
RPM International Inc (NYSE:RPM) Gave Positive Outlook
RPM International Inc.'s stock rose by 4.02% despite second-quarter earnings missing analyst expectations due to slowing demand and operational challenges. The company announced SG&A-focused optimization actions aimed at generating $100 million in annual savings and expects consolidated sales to increase in the mid-single-digit range for the fiscal 2026 third quarter, with adjusted EBIT projected to grow in the mid- to high-single-digit range.
RPM International stock price target lowered to $126 at RBC Capital
RBC Capital has decreased its price target for RPM International (NYSE:RPM) to $126.00 from $132.00, while maintaining an Outperform rating. The adjustment follows RPM's fiscal second-quarter earnings miss due to shutdown issues, construction headwinds, and restructuring costs, despite which the company announced $100 million in annualized cost reductions. RBC Capital anticipates a seasonal recovery in RPM's Consumer segment and notes favorable factors such as infrastructure exposure and an attractive entry point, while other firms like JPMorgan and Evercore ISI also recently adjusted their ratings and price targets.
RPM acquires Kalzip to strengthen global building envelope portfolio
RPM International has acquired Kalzip, a German provider of aluminum roofing and façade systems, to expand the capabilities and market presence of its Tremco Construction Products Group. Kalzip, known for its lightweight and weather-resistant solutions, generated approximately EUR 75 million in sales in 2024. This acquisition aims to boost RPM's position in specification-driven construction markets, enhance its product portfolio, and enable entry into the North American market for aluminum systems.
RPM International (RPM) Margin Improvement Reinforces Bullish Earnings Narratives
RPM International (RPM) reported solid Q2 2026 results with revenue of US$2.1 billion and EPS of US$1.78, driven by increased net profit margins of 9.1%. While bullish narratives point to improved margins and earnings growth, the company faces risks such as high debt levels and quarterly EPS volatility, particularly evident in Q3 2025. Investors are encouraged to consider these factors alongside the company's P/E ratio and fair value estimates.
RPM International (RPM) Reports Record Q2 Sales Amid Challenges
RPM International Inc. (RPM) reported record sales in its second quarter despite market challenges like extended construction timelines and reduced DIY demand. The company is implementing optimization strategies to achieve significant financial benefits and anticipates continued sales growth through strategic acquisitions. While gross margins remain robust, operating cash flow growth has declined, and recent insider selling indicates some caution.
RPM INTERNATIONAL INC/DE/ SEC 10-Q Report
RPM International Inc. has released its Form 10-Q report for the third quarter, detailing financial performance, operational achievements, and strategic initiatives. The company reported net sales of $1,909.9 million, a 3.5% increase, but experienced a decline in net income and EPS due to increased SG&A expenses and higher provision for income taxes. RPM is focused on strategic growth through MAP 2025 initiatives, acquisitions like Kalzip GmbH, and optimizing cost structures to navigate inflationary pressures.
Why Is RPM International Stock Falling Thursday? - RPM International (NYSE:RPM)
RPM International's stock fell on Thursday after the company reported worse-than-expected second-quarter fiscal 2026 results, missing revenue and adjusted EPS estimates. Sales were impacted by an organic decline and slower construction demand, exacerbated by an extended government shutdown, leading to an 11.2% drop in adjusted EBIT. In response, the company is implementing SG&A optimization measures expected to save approximately $100 million annually.
RPM International: Fiscal Q2 Earnings Snapshot
RPM International Inc. reported fiscal second-quarter profit of $161.2 million, or $1.26 per share, which missed Wall Street expectations of $1.41 per share. The specialty chemicals company also reported revenue of $1.91 billion, falling short of the $1.93 billion expected by analysts.
