RPM International (RPM)

• Market cap: $13.3B
• 1 day: -0.21%
• 5 days: -0.18%
• 1 month: -11.02%
• 3 months: -18.23%
• 6 months: -20.34%
• Year to date: -12.96%
• 1 year: -3.77%
• 5 years: 62.26%
• 10 years: 113.36%
• 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 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

76% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 54

6% more capital invested

Capital invested by funds: $12.4B [Q3] → $13.2B (+$807M) [Q4]

4% more funds holding

Funds holding: 721 [Q3] → 750 (+29) [Q4]

2.44% more ownership

Funds ownership: 79.7% [Q3] → 82.15% (+2.44%) [Q4]

6% more call options, than puts

Call options by funds: $17.5M | Put options by funds: $16.5M

0% more funds holding in top 10

Funds holding in top 10: 3 [Q3] → 3 (+0) [Q4]

8% less repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 262

Research analyst outlook

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

• Low target: $110 6% upside
• Avg. target: $115 11% upside
• High target: $126 21% upside

6 analyst ratings

• positive: 2 33%
• neutral: 4 67%
• negative: 0 0%

RBC Capital Arun Viswanathan 6% 1-year accuracy 4 / 63 met price target	12% upside $116	Sector Perform Maintained	10 Apr 2025
Wells Fargo Michael Sison 23% 1-year accuracy 12 / 53 met price target	12% upside $116	Overweight Maintained	9 Apr 2025
Fermium Research Frank Mitsch 0 / 0 met price target	6% upside $110	Hold Maintained	9 Apr 2025
Morgan Stanley Vincent Sinisi 0 / 0 met price target	9% upside $113	Equal-Weight Maintained	9 Apr 2025
BMO Capital John McNulty 20% 1-year accuracy 9 / 46 met price target	21% upside $126	Outperform Maintained	9 Apr 2025