RPM (RPM)
Building specialty coatings, sealants and maintenance brands through an acquisition-led portfolio.
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Makes specialty coatings, sealants, construction chemicals and consumer maintenance products through Construction Products, Performance Coatings and Consumer. An acquisition-led portfolio preserves entrepreneurial operating companies while adding group-level collaboration and operating discipline.
Manufactures specialty coatings, sealants, construction chemicals and consumer maintenance products. Construction Products, Performance Coatings and Consumer cover roofing, concrete repair, corrosion control, flooring, paints and household cleaning.
Builds the portfolio by acquiring specialty businesses, investing in their growth and often retaining operating-company leadership. Product innovation, collaboration, geographic expansion and operating efficiency complement that acquisition engine.
Coordinates market reach, manufacturing, distribution and technical resources across entrepreneurial operating companies. The model depends on integrating acquisitions and gaining group efficiencies while preserving the brands, local accountability and leadership continuity that underpin the decentralized portfolio.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 11, 2026 | KeyBanc | Initiate | Rating: —Target: — | Target: $123 |
| Jul 23, 2026 | Seaport Global | Reiterate | Rating: —Target: — | Target: $145 |
| Jul 23, 2026 | UBS | Reiterate | Rating: —Target: $130 | Target: $142 |
| Jul 23, 2026 | RBC Capital | Reiterate | Rating: —Target: $126 | Target: $128 |
| Jul 23, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $121 | Target: $117 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, May 31, 2026Cash & short-term investments $315.2M · Total debt $2.87B · Total assets $8.34B · Shareholders' equity $3.31B
- Revenue
- $2.23B
- Operating income
- $334.6M
- Net income
- $221.2M
HistoryDividendAnnual yield
| Institutions | 85.87% | 109.69M shares | |
|---|---|---|---|
| 804 holders · as of Jun 30, 2026 | |||
| Insiders | 0.40% | 507.5K shares | |
| 20 holders · as of Jul 21, 2026 | |||
| Other | 13.73% | 17.54M shares | |
| remainder | |||
127.74M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 10.26% | 13.11M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 5.59% | 7.14M | as of Jun 30, 2026 |
Aristotle Capital Management, LLCInstitution | 5.41% | 6.91M | as of Jun 30, 2026 |
State Street CorpInstitution | 5.29% | 6.75M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.51% | 5.77M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jan 21, 2026 | Timothy R. Kinser | officer: VP-Operations | −3,441 | $110.31 |
| Nov 11, 2025 | Frederick R. Nance | director | −792 | $107.98 |
| Oct 31, 2025 | Salvatore D. Fazzolari | director | −375 | $107.67 |
- Sherwin-Williams
Scaled rival in consumer, protective, and specialty coatings
- PPG Industries
Global rival in protective, marine, and industrial coatings
- Carlisle
Direct overlap in commercial roofing and building envelopes
- Masco
Home-center rival through BEHR and KILZ coatings
- H.B. Fuller
Focused overlap in construction adhesives and sealants
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| RPM | $101.10 | +2.11% | $12.65B | 19.2 | 16.9 | 1.6 | +7.2% |
| Sherwin-Williams | $328.25 | +2.16% | $78.00B | 29.6 | 25.8 | 3.2 | +7.5% |
| PPG Industries | $107.59 | +2.54% | $23.33B | 15.0 | 13.1 | 1.4 | +7.2% |
| Carlisle | $330.78 | +4.07% | $12.86B | 18.3 | 14.6 | 2.5 | +8.3% |
| Masco | $69.56 | +2.69% | $13.36B | 15.6 | 16.0 | 1.8 | −2.9% |
| H.B. Fuller | $51.63 | +4.03% | $2.67B | 14.7 | 10.1 | 0.8 | +5.8% |
| Median | 15.6 | 14.6 | 1.8 | +7.2% |