RPM International (RPM)

• Market cap: $13.9B
• 1 day: -5.90%
• 5 days: -6.81%
• 1 month: -5.54%
• 3 months: -6.44%
• 6 months: -18.39%
• Year to date: -9.37%
• 1 year: -3.74%
• 5 years: 44.69%
• 10 years: 120.35%
• Sector: Materials
• Industry: Specialty Chemicals

About: RPM International Inc manufactures and sells a variety of paints, coatings, and adhesives. The firm organizes itself into four segments based on product type. The construction products group sells coatings, roofing, insulation, and other products to distributors, contractors, and end consumers globally. The performance coatings group produces coatings that are used in construction and industrial applications like floorings and corrosion control. The consumer group sells paint, finishes, and similar products to individual consumers through hardware and craft stores. The specialty products group sells a line of products ranging from niche applications of the other groups to marine finishes, to edible food colorings. The majority of revenue comes from North America.

Employees: 17,207

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

142% more call options, than puts

Call options by funds: $9.49M | Put options by funds: $3.92M

67% more funds holding in top 10

Funds holding in top 10: 3 [Q4 2024] → 5 (+2) [Q1 2025]

37% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 65

2% more funds holding

Funds holding: 753 [Q4 2024] → 766 (+13) [Q1 2025]

3% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 255

0.38% less ownership

Funds ownership: 82.19% [Q4 2024] → 81.81% (-0.38%) [Q1 2025]

8% less capital invested

Capital invested by funds: $13.2B [Q4 2024] → $12.1B (-$1.09B) [Q1 2025]

Research analyst outlook

8 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $110 2% upside
• Avg. target: $119 10% upside
• High target: $140 30% upside

8 analyst ratings

• positive: 3 38%
• neutral: 5 63%
• negative: 0 0%

BMO Capital John McNulty	30% upside $140	Outperform Maintained	6 Jun 2025
Citigroup Patrick Cunningham	25% upside $135	Buy Initiated	2 Jun 2025
UBS Joshua Spector	2% upside $110	Neutral Maintained	24 Apr 2025
RBC Capital Arun Viswanathan	7% upside $116	Sector Perform Maintained	10 Apr 2025
Wells Fargo Michael Sison	7% upside $116	Overweight Maintained	9 Apr 2025