RP

RPM RPM INTERNATIONAL INC

2026Q2 · CUSIP 749685103 · Sector: Materials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
799
Institutions that reported holding it to the SEC
Net increase in holders
+39
Last quarter 760 → now 799
How unusual is that
Top 20%
Stronger buying than 89% of US stocks
What the filings say, in one paragraph

799 funds held RPM at the end of 2026Q2, up 39 from the quarter before. That is stronger buying than 88.9% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $8.0B(YoY +6.0%), the P/E is 18.1x, return on equity is 19.8%. RPM has had 28 buying rushes in its history, and the price moved +0.4% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Materials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=314 2013Q4: holders=331 2014Q1: holders=351 2014Q2: holders=349 2014Q3: holders=368 2014Q4: holders=385 2015Q1: holders=403 2015Q2: holders=367 2015Q3: holders=347 2015Q4: holders=368 2016Q1: holders=381 2016Q2: holders=402 2016Q3: holders=405 2016Q4: holders=412 2017Q1: holders=424 2017Q2: holders=428 2017Q3: holders=411 2017Q4: holders=438 2018Q1: holders=437 2018Q2: holders=464 2018Q3: holders=502 2018Q4: holders=489 2019Q1: holders=487 2019Q2: holders=488 2019Q3: holders=506 2019Q4: holders=556 2020Q1: holders=509 2020Q2: holders=534 2020Q3: holders=547 2020Q4: holders=585 2021Q1: holders=578 2021Q2: holders=562 2021Q3: holders=544 2021Q4: holders=584 2022Q1: holders=563 2022Q2: holders=554 2022Q3: holders=578 2022Q4: holders=646 2023Q1: holders=615 2023Q2: holders=601 2023Q3: holders=642 2023Q4: holders=695 2024Q1: holders=724 2024Q2: holders=710 2024Q3: holders=732 2024Q4: holders=766 2025Q1: holders=786 2025Q2: holders=749 2025Q3: holders=763 2025Q4: holders=801 2026Q1: holders=760 2026Q2: holders=799 -68 -34 +0 +34 +68 282562842 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 28 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20% — —
2025Q4 Top 20% -15.5% -13.5%
2025Q1 Top 20% -4.3% +9.4%
2024Q4 Top 20% -4.8% -5.6%
2024Q3 Top 20% -12.0% -11.1%
2024Q1 Top 10% -6.7% +2.8%
2023Q4 Top 10% +3.0% +5.1%
2023Q3 Top 5% +1.8% +7.1%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
297
Change in large funds
+24
Total value they hold
$12.1B
Funds buying for the first time
104
Funds that sold out entirely
65
Price change that quarter
+16.2%
Funds holding puts (bearish)
2
Funds holding calls (bullish)
4

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

Fundamentals

PE (TTM)
18.1
EPS (TTM)
$5.41
EPS YoY
+1.1%
Revenue (TTM)
$8.0B
Revenue YoY
+6.0%
Net margin
8.7%
ROE
19.8%
Debt ratio
57.7%
FCF (TTM)
$706M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-11-30: EPS 0.96 2022-02-28: EPS 0.25 2022-05-31: EPS 1.54 2022-08-31: EPS 1.31 2022-11-30: EPS 1.02 2023-02-28: EPS 0.21 2023-05-31: EPS 1.18 2023-08-31: EPS 1.56 2023-11-30: EPS 1.13 2024-02-29: EPS 0.47 2024-05-31: EPS 1.40 2024-08-31: EPS 1.77 2024-11-30: EPS 1.42 2025-02-28: EPS 0.40 2025-05-31: EPS 1.76 2025-08-31: EPS 1.77 2025-11-30: EPS 1.26 2026-02-28: EPS 0.40 2026-05-31: EPS 1.74 2026-08-31: EPS 2.01 0B 1.1B 2.2B $B 0.00 1.11 2.21 2016201720182019202020212022202320242025202608/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 21 16 22 28 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-54M159M371M 20162017201820192020202120222023202420252026
Latest quarter $26M (2026-02-28)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-08-31 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.