In a notable insider transaction, Timothy R. Kinser, RPM International's Vice President of Operations, sold 3,441 common shares of the company on January 21, 2026. The sale was conducted at an average price of $110.305 per share, aggregating approximately $379,559. This share price closely aligns with RPM’s active trading price of $111.44 at the time of reporting, positioning near the firm’s InvestingPro-designated Fair Value estimate.
Following this sale, Kinser retains direct ownership of 21,248 shares in RPM International. Additionally, he holds stock appreciation rights for 70,000 common shares awarded between 2022 and 2025. These rights vest evenly over four years in annual installments and are set to expire ten years from their respective grant dates, signaling a structured compensation plan designed to incentivize continued performance.
RPM International is distinguished by its longstanding commitment to shareholders through dividend payments: the company has an extensive 54-year streak of dividend distributions and has increased its dividend for 12 consecutive years. Presently, RPM offers a dividend yield of 1.94%, underpinned by a robust financial profile that InvestingPro analysts rate as "GOOD." More comprehensive financial insights are accessible via RPM’s detailed Pro Research Report, available through InvestingPro subscriptions.
Despite these positive shareholder signals, recent developments underscore a mixed operational picture. BMO Capital has reduced its price target for RPM International to $149 while reaffirming an Outperform rating; this adjustment follows disappointing fiscal 2026 earnings per share outcomes. Similarly, KeyBanc retains a Sector Weight stance, interpreting the fiscal second quarter’s temporary setbacks as related to a government shutdown. On a positive note, sales rebounded strongly by 12% year-over-year in December.
RBC Capital has also adjusted its price target downward to $126, maintaining an Outperform recommendation. The firm cites headwinds stemming from the government shutdown, construction challenges, and restructuring costs during the fiscal second quarter. In response to these operational challenges, RPM International has announced targeted cost reductions totaling $100 million annually.
From an optimistic perspective, Evercore ISI continues to endorse RPM with an Outperform rating and a $125 price target, highlighting the uplift driven by December sales growth, recent acquisitions, and favorable foreign exchange impacts. JPMorgan has upgraded the stock from Neutral to Overweight and revised its price target to $115, taking note of the company’s forecast for flat to slightly declining earnings per share in the 2026 fiscal year.
These varied analyst positions reflect RPM International’s current phase of navigating short-term pressures while pursuing strategic adjustments and maintaining shareholder returns. The insider sale by Kinser occurs amid this backdrop of recalibrated expectations and ongoing financial commitments, offering investors additional context on internal sentiment regarding the stock’s prospects.