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    Does RPM (RPM) Dividend Consistency Reveal a Durable Capital Strategy or Limited Reinvestment Ambition?

    Simply Wall St·01/06/2026 21:23:40
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    • In early January 2026, RPM International Inc.’s board declared a regular quarterly cash dividend of US$0.54 per share, payable on January 30, 2026, to stockholders of record as of January 16, 2026.
    • This latest payout continues RPM’s 52-year streak of raising its dividend, during which it has returned about US$3.80 billion in cash to shareholders, underscoring a long-running commitment to shareholder returns.
    • Next, we’ll examine how RPM’s sustained dividend growth and upcoming earnings report influence the company’s broader investment narrative and risk profile.

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    RPM International Investment Narrative Recap

    To own RPM, you need to be comfortable with a coatings and specialty chemicals business that leans on steady cash generation, cost efficiency programs, and disciplined capital allocation. The newly affirmed US$0.54 dividend and the upcoming January 9 earnings release do not materially change the near term story, where MAP 2025 savings remain a key catalyst and sustained pressure on input costs and tariffs is still a central risk to watch.

    Among recent developments, the continuation of RPM’s 52 year dividend growth streak, with roughly US$3.80 billion returned to shareholders over time, stands out. It ties directly into the investment case that hinges on reliable cash flows to fund dividends, while the coming earnings update will help investors gauge how well cost savings, pricing, and product innovation are offsetting weak DIY volumes and elevated input costs.

    Yet even with this long dividend record, investors should be aware that persistent input cost inflation and tariff uncertainty could still...

    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. This requires 3.7% yearly revenue growth and about a $181.7 million earnings increase from $686.1 million today.

    Uncover how RPM International's forecasts yield a $134.36 fair value, a 27% 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 range from US$116.12 to about US$152.96, underscoring how far apart individual views can be. Set against RPM’s continued focus on MAP 2025 cost savings and efficiency gains, this spread invites you to compare differing expectations for how those efforts might shape future performance.

    Explore 4 other fair value estimates on RPM International - why the stock might be worth just $116.12!

    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.