UBS Cuts RPM International (RPM) Price Target to $128

UBS reiterated its Buy rating on RPM International Inc. (NYSE: RPM) on October 7, 2026, while adjusting its price target down to $128.00 from $142.00. The research note provides a forward-looking view on the specialty chemicals maker as shares trade below that revised target.

RPM RPM International Inc.

$99.48 ▼ -2.65% year to date

1M 3M YTD

Daily close · Oct 19, 2026

UBS's Call on RPM International

On October 7, 2026, UBS maintained its Buy rating on RPM International while moving its target from $142.00 to $128.00. RPM International closed at $98.33 on the day of the rating change. Recent trading put the stock around $101.53 on October 16, 2026, which sits about 3.3% higher than that event close and roughly 20.7% below the new $128.00 target from UBS.

Other Institutional Activity in RPM International

Large investment firms have been actively shifting their positions in RPM International. Aristotle Capital Management, LLC trimmed its holdings by 452,157 shares to end with 6,911,971 shares valued at about $687,602,898. Allspring Global Investments Holdings, LLC grew its stake by 299,770 shares, closing out the period with 4,152,859 shares worth roughly $431,326,427. Meanwhile, Victory Capital Management Inc. cut its position by 65,727 shares, leaving it with 3,823,468 shares valued at approximately $380,358,609.

RPM International Inc. Stock Up 1.4%

Shares of RPM International traded at $101.53 as of October 16, 2026, up about 3.3% from the $98.33 close recorded when UBS issued its updated target on October 7, 2026.

Recent Earnings

RPM International reported trailing-twelve-month revenue of $7,965,272,064 with earnings of $5.41 per share. The company generated a net margin of 8.7% and a return on equity of 21.1%, backed by a year-over-year revenue growth rate of 4.8%. The next earnings report is expected on January 7, 2027.

Dividend

RPM International pays an annual dividend rate of $2.28 per share, which translates to a dividend payout ratio of 39.9%.

Insider Buying and Selling at RPM International Inc.

Company insiders completed several transactions prior to the UBS note. Director Salvatore D Fazzolari sold 375 shares on October 31, 2025, at $107.67 per share for a total value of $40,376. Director Frederick R Nance sold 792 shares on November 11, 2025, at $107.98 per share totaling $85,517. Officer Timothy R. Kinser later sold 3,441 shares on January 21, 2026, at $110.30 per share for a total of $379,560.

Analysts Set New Price Targets

Wall Street firms updated their views on RPM International around the same time. Morgan Stanley maintained its Equal-Weight rating on September 28, 2026, while lowering its target from $117.00 to $114.00. Wells Fargo maintained an Overweight rating on October 5, 2026, cutting its target from $135.00 to $130.00. On October 7, 2026, Citigroup kept a Buy rating and lowered its target from $128.00 to $116.00, while RBC Capital maintained an Outperform rating and reduced its target from $128.00 to $120.00.

About RPM International

Headquartered in Medina, Ohio, RPM International Inc. makes specialty chemical products for industrial, construction, and consumer applications. The firm operates through multiple segments serving waterproofing, coatings, and sealant needs worldwide, employing about 17,500 people.

Bottom Line

UBS continues to view RPM International favorably with a Buy rating, even as it trimmed its price target. Investors will watch how the stock performs relative to that $128.00 target ahead of the company's next earnings update on January 7, 2027.