Geode Capital Management LLC Decreases Stock Holdings in RPM International Inc. $RPM

Posted by George Bondi on Jun 3rd, 2026

Geode Capital Management LLC reduced its position in shares of RPM International Inc. (NYSE:RPM – Free Report) by 14.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,521,562 shares of the specialty chemicals company’s stock after selling 409,754 shares during the period. Geode Capital Management LLC’s holdings in RPM International were worth $261,555,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. Lazard Asset Management LLC lifted its position in RPM International by 5.8% in the second quarter. Lazard Asset Management LLC now owns 1,685 shares of the specialty chemicals company’s stock valued at $184,000 after acquiring an additional 93 shares during the last quarter. EverSource Wealth Advisors LLC lifted its position in RPM International by 21.2% in the third quarter. EverSource Wealth Advisors LLC now owns 617 shares of the specialty chemicals company’s stock valued at $73,000 after acquiring an additional 108 shares during the last quarter. LRI Investments LLC lifted its position in RPM International by 6.6% in the fourth quarter. LRI Investments LLC now owns 1,752 shares of the specialty chemicals company’s stock valued at $182,000 after acquiring an additional 108 shares during the last quarter. First American Bank lifted its position in RPM International by 4.9% in the fourth quarter. First American Bank now owns 2,360 shares of the specialty chemicals company’s stock valued at $245,000 after acquiring an additional 110 shares during the last quarter. Finally, Beese Fulmer Investment Management Inc. lifted its position in RPM International by 2.0% in the fourth quarter. Beese Fulmer Investment Management Inc. now owns 5,894 shares of the specialty chemicals company’s stock valued at $613,000 after acquiring an additional 114 shares during the last quarter. 80.95% of the stock is owned by hedge funds and other institutional investors.

RPM International Price Performance

Shares of NYSE:RPM opened at $104.94 on Wednesday. The company has a 50-day simple moving average of $101.87 and a 200-day simple moving average of $105.92. RPM International Inc. has a one year low of $92.92 and a one year high of $129.12. The company has a debt-to-equity ratio of 0.81, a quick ratio of 1.44 and a current ratio of 2.28. The stock has a market capitalization of $13.39 billion, a price-to-earnings ratio of 20.22, a PEG ratio of 2.45 and a beta of 1.04.

RPM International (NYSE:RPM – Get Free Report) last announced its earnings results on Wednesday, April 8th. The specialty chemicals company reported $0.57 EPS for the quarter, beating analysts’ consensus estimates of $0.37 by $0.20. RPM International had a net margin of 8.63% and a return on equity of 22.55%. The business had revenue of $1.61 billion during the quarter, compared to analysts’ expectations of $1.55 billion. During the same period in the prior year, the company earned $0.35 earnings per share. The business’s revenue was up 8.9% compared to the same quarter last year. On average, analysts predict that RPM International Inc. will post 5.46 EPS for the current year.

RPM International Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, April 30th. Stockholders of record on Thursday, April 16th were issued a $0.54 dividend. This represents a $2.16 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date of this dividend was Thursday, April 16th. RPM International’s dividend payout ratio is presently 41.62%.

Analyst Upgrades and Downgrades

A number of equities research analysts recently weighed in on RPM shares. Royal Bank Of Canada boosted their price target on shares of RPM International from $126.00 to $130.00 and gave the company an “outperform” rating in a research report on Monday, April 13th. Zacks Research raised shares of RPM International from a “strong sell” rating to a “hold” rating in a research report on Thursday, April 9th. Weiss Ratings cut shares of RPM International from a “hold (c+)” rating to a “hold (c)” rating in a research report on Wednesday, April 29th. Robert W. Baird raised shares of RPM International from a “neutral” rating to an “outperform” rating and set a $125.00 price target for the company in a research report on Wednesday, March 4th. Finally, UBS Group raised shares of RPM International from a “neutral” rating to a “buy” rating and boosted their price target for the company from $118.00 to $130.00 in a research report on Wednesday, May 27th. Eleven analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat, RPM International presently has an average rating of “Moderate Buy” and an average price target of $127.42.

View Our Latest Report on RPM

RPM International Profile

(Free Report)

RPM International Inc is a global holding company whose subsidiaries specialize in the manufacture and marketing of high-performance coatings, sealants, building materials, and specialty chemicals. Through its two principal operating segments—Performance Coatings and Industrial Coatings—RPM serves a diverse range of end markets, including construction, consumer products, industrial maintenance, and specialty applications.

The company’s Performance Coatings segment offers a broad portfolio of architectural coatings, waterproofing systems, and specialty building products used by contractors, builders, and homeowners.