Market Cap
$12.6B
RPM
RPM INTERNATIONAL INC/DE/
$99.19 ▼ -0.03%
Prev close $99.22Market cap$12.6B
ConsensusStrong Buy
12-mo target$129.80 (+30.9%)
▲ Bullish
Analyst conviction 9/10
High Impact Filing (8/10)35 New Institutional Positions15 Institutional Exits Materials & Mining
Snapshot
The big-picture read on RPM right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (90%)
Inst. Holders
50 funds
Inst. Value
$9.3B
Inst. Activity
35 buys / 15 sells
Social Sentiment
63° Warm
SEC Reports
5
Congressional
3 trades
Price chart 30d -4.1%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 6, 2026 earnings_calendar
RPM Q1 2027 Earnings Scheduled — 2026-10-06
Aug 5, 2026 Insider
SULLIVAN FRANK C acquired via exercise 200,000 shares
Chairman and CEO @ $62.17 ($12.4M)
Aug 5, 2026 Insider
SULLIVAN FRANK C surrendered for taxes 40,753 shares
Chairman and CEO @ $116.72 ($4.8M)
Aug 5, 2026 Insider
Jul 22, 2026 SEC SULLIVAN FRANK C disposed of 106,529 shares
Chairman and CEO @ $116.72 ($12.4M)
RPM reported record fiscal Q4 2026 results with revenue of $2.23B (+7.2% YoY) and adjusted diluted EPS of $1.89 (+9.9% Y
8-K — Impact 6/10
Jun 30, 2026 Inst.
CITADEL ADVISORS LLC — ADD
1,556,711 shares ($173.0M)
Jun 30, 2026 Inst.
Jun 17, 2026 SEC BALYASNY ASSET MANAGEMENT L.P. — ADD
1,146,089 shares ($127.4M)
During Q1 2026, RPM saw a high-conviction institutional cluster with 20 buyers adding $315.1M in new holdings vs 19 sell
INST-CLUSTER — Impact 4/10
Analyst ratings buy % +32.4%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
90% rate it Buy or better · 21 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 28, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Sep 11, 2026 | Keybanc | INITIATE | Overweight | 52% |
| Jul 23, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Jul 23, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Jul 23, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Jul 23, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 22, 2026 | Fermium Research | UPGRADE | Buy | — |
| Jul 6, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| May 29, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| May 27, 2026 | UBS | UPGRADE | Buy | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 15 | 2 | 0 | 0 | 90% | |
| Aug 1, 2026 | 4 | 15 | 2 | 0 | 0 | 90% | |
| Jul 1, 2026 | 4 | 14 | 3 | 0 | 0 | 86% | |
| Jun 1, 2026 | 4 | 14 | 3 | 0 | 0 | 86% | |
| May 1, 2026 | 4 | 13 | 4 | 0 | 0 | 81% | |
| Apr 1, 2026 | 4 | 13 | 4 | 0 | 0 | 81% | |
| Mar 1, 2026 | 3 | 13 | 6 | 0 | 0 | 73% | |
| Feb 1, 2026 | 3 | 13 | 6 | 0 | 0 | 73% |
Price targets
Where 15 covering analysts think RPM trades over the next 12 months.
$129.80 +30.9% upside Strong Buy
Current$99.19 Low$114.00 Median$128.00 High$151.00 15 analysts
$114.00$151.00
Analyst rating Strong Buy· 1.3/5 as of Oct 2, 2026
Social media sentiment mood -33.3%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
63°
Warm
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
5 SEC filing reports analyzed · 2 bullish, 0 bearish, 1 mixed, 2 neutral · avg impact 5.0/10.
BULLISH8-K6/10
RPM reported record fiscal Q4 2026 results with revenue of $2.23B (+7.2% YoY) and adjusted diluted E
Jul 22, 2026
MIXEDINST-CLUSTER4/10
During Q1 2026, RPM saw a high-conviction institutional cluster with 20 buyers adding $315.1M in new
Jun 17, 2026
NEUTRAL8-K3/10
RPM International amended its $300M accounts receivable securitization facility, removing the intere
Jun 2, 2026
BULLISH8-K8/10
RPM reported strong third-quarter results with adjusted EPS of $0.57, a 62.9% beat versus consensus
Apr 8, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 6, 2026
earnings_calendar
RPM Q1 2027 Earnings Scheduled — 2026-10-06
Sep 7, 2026
dark_pool
Dark Pool: RPM — 1.4M shares, 33,969 trades
Week starting 2026-09-07. Total ATS volume: 1,386,350 shares across 33,969 trades.
Aug 31, 2026
dark_pool
Dark Pool: RPM — 2.1M shares, 51,107 trades
Week starting 2026-08-31. Total ATS volume: 2,068,449 shares across 51,107 trades.
Aug 24, 2026
dark_pool
Dark Pool: RPM — 1.7M shares, 46,078 trades
Week starting 2026-08-24. Total ATS volume: 1,677,223 shares across 46,078 trades.
Aug 17, 2026
dark_pool
Dark Pool: RPM — 1.8M shares, 47,456 trades
Week starting 2026-08-17. Total ATS volume: 1,764,864 shares across 47,456 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.95 | $1.89–$1.99 | 3.6% | -0.3% | 0↑ 3↓ | $2.2B | 15 |
| Next Q | $1.32 | $1.12–$1.44 | 9.9% | -0.3% | 2↑ 1↓ | $2.0B | 15 |
| Current FY | $5.98 | $5.82–$6.11 | 8.1% | -0.4% | 1↑ 3↓ | $8.3B | 15 |
| Next FY | $6.72 | $6.26–$7.15 | 12.4% | -0.5% | 1↑ 1↓ | $8.6B | 13 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.947 | — |
| 7d ago | $1.949 | -0.001 |
| 30d ago | $1.953 | -0.006 |
| 60d ago | $1.962 | -0.015 |
| 90d ago | $1.920 | +0.027 |
Institutional ownership
Which big funds own RPM (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $9.3B total value (84,158,739 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, Aristotle. Net buying activity: 35 institutions added/increased vs 15 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 13,105,565 | $1.5B | 15.6% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7,136,934 | $793.3M | 8.5% | — |
| Aristotle Capital Management, LLC | 6,911,971 | $768.3M | 8.2% | — |
| STATE STREET CORP | 6,752,178 | $750.5M | 8.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 5,765,737 | $640.9M | 6.9% | — |
| MORGAN STANLEY | 4,196,945 | $466.5M | 5.0% | — |
| Allspring Global Investments Holdings, LLC | 4,152,859 | $459.6M | 4.9% | — |
| VICTORY CAPITAL MANAGEMENT INC | 3,823,468 | $425.0M | 4.5% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 2,658,728 | $294.8M | 3.2% | — |
| JPMORGAN CHASE & CO | 2,126,686 | $235.9M | 2.5% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | ADD | 839,494 | 1,556,711 | +85.4% | $173.0M |
| BALYASNY ASSET MANAGEMENT L.P. | ADD | 630,180 | 1,146,089 | +81.9% | $127.4M |
| NORGES BANK | NEW | — | 1,126,418 | — | $125.2M |
| MILLENNIUM MANAGEMENT LLC | ADD | 590,383 | 1,103,717 | +86.9% | $122.7M |
| GOLDMAN SACHS GROUP INC | ADD | 540,460 | 682,257 | +26.2% | $75.8M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | DOUBLED | 320,000 | 653,000 | +104.1% | $72.6M |
| Point72 Asset Management, L.P. | ADD | 390,544 | 494,820 | +26.7% | $55.0M |
| Quantinno Capital Management LP | DOUBLED | 204,044 | 440,598 | +115.9% | $49.0M |
| FIRST TRUST ADVISORS LP | TRIM | 524,128 | 384,878 | -26.6% | $42.8M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | DOUBLED | 2,928 | 266,161 | +8990.2% | $29.6M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
9 insiders, 41 transactions. Net $0.00 — $0.00 bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 5, 2026 | SULLIVAN FRANK C | Chairman and CEO | EXERCISE | 200,000 | $62.17 | $12.4M |
| Aug 5, 2026 | SULLIVAN FRANK C | Chairman and CEO | TAX W/H | 40,753 | $116.72 | $4.8M |
| Aug 5, 2026 | SULLIVAN FRANK C | Chairman and CEO | D | 106,529 | $116.72 | $12.4M |
| Jul 19, 2026 | Laroche Michael J. | VP, Controller & CAO | TAX W/H | 524 | $105.08 | $55.1K |
| Jul 19, 2026 | Kastner Janeen B. | VP Corp. Benefits/Risk Mgmt. | TAX W/H | 1,137 | $105.08 | $119.5K |
| Jul 19, 2026 | Gordon Russell L | VP and CFO | TAX W/H | 1,137 | $105.08 | $119.5K |
| Jul 19, 2026 | Dennsteadt David C. | President & COO | TAX W/H | 1,455 | $105.08 | $152.9K |
| Jul 19, 2026 | Ratajczak Matthew T | VP-Global Tax and Treasurer | TAX W/H | 670 | $105.08 | $70.4K |
| Jul 19, 2026 | Crandall Tracy D. | VP, General Counsel and CCO | TAX W/H | 488 | $105.08 | $51.3K |
| Jul 19, 2026 | SULLIVAN FRANK C | Chairman and CEO | TAX W/H | 3,813 | $105.08 | $400.7K |
Congressional trades
RPM trades disclosed by members of Congress, with disclosure delay.
1 members · 2 buys / 1 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Mar 12, 2026 | David Taylor | R | HOUSE | BUY | $1,001 - $15,000 | RPM International Inc | Mar 23, 2026(12d) |
| Mar 11, 2026 | David Taylor | R | HOUSE | BUY | $1,001 - $15,000 | RPM International Inc | Mar 23, 2026(13d) |
| Feb 26, 2026 | David Taylor | R | HOUSE | SELL | $1,001 - $15,000 | RPM International Inc | Mar 9, 2026(12d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for RPM.
Shares short
3,282,571
Settlement Sep 15, 2026
Change vs prior
-18.6%
Semi-monthly cycle
Days to cover
2.8
At avg daily volume
Of shares outstanding
≈2.6%
Estimate — not % of float
All RPM filing & press-release reports (5)
- 8-K reportJul 22, 2026
- INST-CLUSTER reportJun 17, 2026
- 8-K reportJun 2, 2026
- 8-K reportApr 8, 2026
- 8-K reportMar 5, 2026