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    How Diverging Analyst Sentiment and Insider Selling At RPM International (RPM) Has Changed Its Investment Story

    Simply Wall St·12/21/2025 21:19:02
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    • In recent months, analysts at Wells Fargo, Citi, Mizuho, UBS, and others have updated their views on RPM International, with most maintaining positive ratings even as some grew more cautious and insiders increased share sales.
    • This combination of broadly supportive analyst sentiment and rising insider selling offers investors a contrasting read on how external and internal stakeholders view RPM’s prospects.
    • We’ll now explore how this mix of largely positive analyst opinions and heightened insider selling may influence RPM International’s investment narrative.

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    RPM International Investment Narrative Recap

    To own RPM today, you need to believe its MAP 2025 efficiency push, focus on higher value coatings and recurring renovation demand can offset soft consumer DIY trends and higher input costs. The latest mix of “Outperform” and “Buy” ratings, alongside slightly lower price targets and increased insider selling, does not materially change the near term focus on execution in Consumer and margins as the key catalyst, with elevated debt and interest expense remaining a core risk.

    Among recent updates, Mizuho’s decision to maintain an “Outperform” rating while trimming its price target from US$138 to US$128 stands out, as it reflects confidence in RPM’s long term positioning even as expectations moderate at the margin. For investors watching catalysts, this kind of cautious support keeps attention squarely on whether RPM can convert its MAP 2025 savings and infrastructure focused growth investments into sustained earnings improvement despite a higher debt load and choppy demand.

    But while analyst targets still point to upside, investors should be aware that RPM’s elevated debt and higher net interest burden could...

    Read the full narrative on RPM International (it's free!)

    RPM International's narrative projects $8.2 billion revenue and $867.8 million earnings by 2028.

    Uncover how RPM International's forecasts yield a $134.36 fair value, a 28% upside to its current price.

    Exploring Other Perspectives

    RPM 1-Year Stock Price Chart
    RPM 1-Year Stock Price Chart

    Four fair value estimates from the Simply Wall St Community cluster between about US$116 and US$153, showing how far individual views on RPM can stretch. Set against this, the key risk many analysts flag is still RPM’s higher debt and interest costs, which could limit how much of its efficiency and growth efforts actually reach the bottom line over time.

    Explore 4 other fair value estimates on RPM International - why the stock might be worth as much as 46% more than the current price!

    Build Your Own RPM International Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.