RPM International Inc., a Medina, Ohio-based specialty chemicals company, is preparing to disclose its financial results for the second quarter on Thursday, January 8, 2025, before the market opens. Market analysts currently project the company’s earnings per share (EPS) to be $1.41, a slight advancement from $1.39 in the analogous quarter of the prior year. Concurrently, revenue estimates are pegged at approximately $1.93 billion, reflecting an increase over the $1.85 billion recorded a year earlier.
Signaling confidence in the firm's financial health, RPM International recently declared an increase in its dividend payout, raising the quarterly distribution from $0.51 to $0.54 per share as of October 2. This move underscores the company’s commitment to returning value to shareholders amidst a backdrop of steady revenue growth.
Market reaction has been positive leading into the upcoming earnings release. The company's shares gained 1.9 percent, closing at $105.71 on the most recent trading session.
Recent months have seen varied analytical perspectives emerge among top-ranked industry experts regarding RPM International’s valuation and stock potential. The following details outline the latest adjustments from prominent analysts known for their forecasting accuracy.
From Citigroup, Patrick Cunningham retains a Buy rating on RPM's shares but has revised the price target downward from $136 to $127 as of December 18, 2025. Cunningham's historical precision in recommendations boasts an accuracy rate of 56 percent, underscoring moderate confidence in his outlook.
Similarly, Joshua Spector of UBS holds a Neutral stance on the stock but significantly lowered his target price to $119 from $127 on the same date. Spector is noted for an accuracy level of 55 percent, indicating a cautious perspective.
John Roberts at Mizuho sustains an Outperform rating for RPM but adjusts the target price down to $128 from $138, aligning with a 70 percent accuracy rate, suggesting relatively strong reliability in his evaluations.
RBC Capital’s Arun Viswanathan upgraded the stock from Sector Perform to Outperform on December 9, 2025, simultaneously raising the price target from $121 to $132. Viswanathan’s current accuracy rate stands at 52 percent, indicating a modest level of confidence in this upgrade.
Lastly, Evercore ISI Group’s Stephen Richardson maintains an Outperform rating, though he reduced the price target to $125 from $145 as of November 11, 2025. Richardson’s recommendations have realized a 61 percent accuracy, reflecting a balanced but optimistic outlook.
These adjustments by leading analysts illustrate a spectrum of viewpoints, balancing optimism on long-term value against caution pending RPM’s actual upcoming financial disclosures.
Key Points:
- RPM International is expected to report a slight year-over-year increase in earnings per share to $1.41 for the second quarter ending January 8, 2025.
- Projected quarterly revenue is $1.93 billion, marking growth from $1.85 billion in the prior-year period.
- The company increased its dividend from $0.51 to $0.54 per share in early October 2024, signaling confidence in cash flow stability.
- Analysts have recently adjusted their price targets downward overall but maintain a mix of Buy and Outperform ratings, illustrating divergent outlooks on stock potential.
Potential Risks and Uncertainties:
- Several analyst price targets have been cut significantly in recent months, which may indicate concerns about near-term growth or valuation levels.
- Mixed analyst ratings—from Neutral to Outperform—reflect uncertainty about RPM's operational performance ahead of its earnings release.
- The company’s stock price, while currently up slightly, could be susceptible to volatility depending on the actual Q2 earnings results compared to these expectations.
Investors considering RPM International stock should weigh these forecast revisions and dividend signals, keeping in mind the limited scope of information before the detailed quarterly results become public.