$RPM

Bank of America reports that oil prices now explain 35% of daily share-price fluctuations for LyondellBasell (LYB), Dow (DOW), and CF Industries (CF), up from 12% before the conflict in the Strait of Hormuz. The disruption has also affected paint stocks like Sherwin-Williams (SHW), with oil prices now explaining 39% of its daily moves. BofA sees investment opportunities in Axalta (AXTA), Ecolab (ECL), PPG (PPG), and RPM (RPM), citing potential margin improvements.

Mizuho updated its U.S. industrials Top Picks list, naming RPM International and Stanley Black & Decker as top-conviction stocks. For RPM, Mizuho cites double-digit earnings growth, $75M FY2027 cost savings, an Investor Day on Nov. 9, 2026, and Q4 2026 results of $2.23B sales and $1.89 EPS. For SWK, catalysts include tariff relief and a $2B cost program, plus Q2 2026 adjusted EPS of $1.57.

SULLIVAN FRANK C (Chairman and CEO) sold (to issuer) 106,529 shares of RPM INTERNATIONAL INC/DE/ (RPM) at $116.72 ($12.43M total) on 2026-08-05.

BMO Capital Markets raised its price target for RPM International (NYSE:RPM) from $143 to $151 and reiterated an “outperform” rating, implying 46.5% upside versus the prior close, according to Benzinga. Other analysts also adjusted targets. RPM last reported Q2 EPS of $1.89 on revenue of $2.23B, beating consensus.

RPM held its Q4 2026 earnings call, reporting consolidated sales up 7.2% to a record and record adjusted EBIT and adjusted EPS, driven by engineered solutions, pricing to offset inflation, and M&A. Management said SG&A optimization actions are on track for $75 million in fiscal 2027 savings and expects raw-material inflation of 5% to 6% in Q1 2027 and 6% to 8% in Q2.

RPM International reported Q4 results and forecast consolidated sales growth of mid-single digits for Q1 and 3% to 4% for FY2027. Its board authorized a $700.0 million increase to its existing common stock repurchase program, on top of $114.8 million remaining. The stock was about $101.23 pre-market, down $0.30.

RPM INTERNATIONAL INC/DE/ (RPM) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 d141573dex991.htm EX-99.1 EX-99.1 Exhibit 99.1 RPM Reports Record Fiscal 2026 Fourth-Quarter and Full-Year Results • Record fourth-quarter sales of $2.23 billion increased 7.2% compared to the prior year • Fourth-quarter net income of $221.2 million, diluted EPS of $1.7

Analysts issued multiple rating and price-target changes across Wall Street. JPMorgan upgraded Openlane to overweight and raised its Dec 2026 PT to $38; UBS upgraded Ecolab to buy with a $325 PT; Barclays upgraded SanDisk to overweight. Micron’s PT was raised to $1,175 by Barclays. JPMorgan upgraded FedEx to overweight ahead of late-June earnings.

Tracy Crandall, Vice President, Associate General Counsel, and Assistant Secretary at RPM International, has been recognized as a "Rising Star" award recipient in 2016. This article simply announces her award.

Morgan Stanley has raised its price target for RPM International (NYSE:RPM) to $121.00 from $118.00, maintaining an "equal weight" rating and suggesting a 7.27% upside. This adjustment comes after RPM beat Q3 earnings expectations with $0.57 EPS and $1.61 billion in revenue, driving a recent share rally. The company currently has a "Moderate Buy" consensus rating from analysts, with a $125.75 average price target.