East Coast Asset Management Reduces Perimeter Solutions Stake
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 11 2026
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Should l Buy PRM?
Source: Fool
- Share Reduction Details: East Coast Asset Management reduced its stake in Perimeter Solutions by 207,593 shares in Q4 2026, with an estimated transaction value of $5.24 million, reflecting the firm's strategic response to market fluctuations.
- Holding Proportion Change: Despite the reduction, Perimeter Solutions now represents 11.1% of East Coast's assets, up from 7.4%, indicating the increasing significance of this investment in the firm's portfolio.
- Stock Performance: As of March 11, 2026, Perimeter Solutions shares were priced at $23.29, up 155.3% year-over-year, demonstrating strong market performance and a recovery in investor confidence.
- Strategic Transformation: The recent acquisition of MMT by Perimeter Solutions marks a shift towards diversification, which, while risky, provides new investment opportunities for the company during wildfire-heavy years.
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Analyst Views on PRM
Wall Street analysts forecast PRM stock price to rise
2 Analyst Rating
1 Buy
1 Hold
0 Sell
Moderate Buy
Current: 22.110
Low
31.00
Averages
33.00
High
35.00
Current: 22.110
Low
31.00
Averages
33.00
High
35.00
About PRM
Perimeter Solutions, Inc. is a global solutions provider for the fire safety and specialty products industries. Its Fire Safety segment is a formulator and manufacturer of fire management products that help its customers combat various types of fires, including wildland, structural, flammable liquids and other types of fires. Its specialized equipment includes air base retardant storage, mixing and delivery equipment; mobile retardant bases; retardant ground application units; mobile foam equipment, and equipment that it custom designs and manufactures to meet specific customer needs. The Specialty Products segment includes operations that develop, produce and market products for non-fire safety markets. It also includes Phosphorus Derivatives, Inc., which produces Phosphorus Pentasulfide (P2S) based lubricant additives. The Company also acquired Medical Manufacturing Technologies LLC, which provides engineered machinery and associated aftermarket consumables, parts, and services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
East Coast Asset Management Reduces Perimeter Solutions Stake
- Share Reduction Details: East Coast Asset Management reduced its stake in Perimeter Solutions by 207,593 shares in Q4 2026, with an estimated transaction value of $5.24 million, reflecting the firm's strategic response to market fluctuations.
- Holding Proportion Change: Despite the reduction, Perimeter Solutions now represents 11.1% of East Coast's assets, up from 7.4%, indicating the increasing significance of this investment in the firm's portfolio.
- Stock Performance: As of March 11, 2026, Perimeter Solutions shares were priced at $23.29, up 155.3% year-over-year, demonstrating strong market performance and a recovery in investor confidence.
- Strategic Transformation: The recent acquisition of MMT by Perimeter Solutions marks a shift towards diversification, which, while risky, provides new investment opportunities for the company during wildfire-heavy years.
See More
Director of Perimeter Solutions (PRM.US) Plans to Sell $3.05 Million in Common Stock via Form 144
- Stock Sale Announcement: Director William Thorndike plans to sell 125,000 shares of Perimeter Solutions' common stock on March 4.
- Market Value: The total market value of the shares to be sold is approximately $3.05 million.
See More
PERIMETER SOLUTIONS INC: UBS LOWERS TARGET PRICE FROM $31 TO $26
- Price Adjustment: Perimeter Solutions has reduced its target price from $31 to $26.
- Market Impact: This adjustment may reflect changes in market conditions or company performance.
See More
Perimeter Solutions (PRM.US) Officer Plans to Sell $6.95 Million in Common Stock via Form 144
- Stock Sale Announcement: Officer Edward Goldberger plans to sell 300,000 shares of its common stock on February 27.
- Market Value: The total market value of the shares being sold is approximately $6.95 million.
See More
Perimeter Solutions Reports Strong Q4 2025 Earnings Growth
- Significant Revenue Growth: In 2025, Perimeter Solutions achieved consolidated revenue of $652.9 million, a 16% increase, with Q4 revenue rising 19% to $102.8 million, reflecting strong performance in the fire safety business and indicating potential for future profitability.
- Successful Acquisition Strategy: The company completed acquisitions of IMS and MMT in 2025, with MMT generating approximately $140 million in revenue and $50 million in adjusted EBITDA, validating the effectiveness of its acquisition strategy and promising substantial growth for 2026.
- Contract Structure Optimization: CEO Khouri highlighted a shift towards more fixed and recurring contract structures, significantly reducing sensitivity to fire season volatility, which enhances financial stability and boosts long-term profitability prospects.
- Operational Challenges Addressed: Despite facing production disruptions and safety incidents at the Sauget facility, management remains committed to regaining operational control, anticipating that resolving these issues will reduce variability in the P2S5 business and improve overall performance.
See More
Perimeter Solutions (PRM) Earnings Transcript
See More
East Coast Asset Management Reduces Perimeter Solutions Stake
- Share Reduction Details: East Coast Asset Management reduced its stake in Perimeter Solutions by 207,593 shares in Q4 2026, with an estimated transaction value of $5.24 million, reflecting the firm's strategic response to market fluctuations.
- Holding Proportion Change: Despite the reduction, Perimeter Solutions now represents 11.1% of East Coast's assets, up from 7.4%, indicating the increasing significance of this investment in the firm's portfolio.
- Stock Performance: As of March 11, 2026, Perimeter Solutions shares were priced at $23.29, up 155.3% year-over-year, demonstrating strong market performance and a recovery in investor confidence.
- Strategic Transformation: The recent acquisition of MMT by Perimeter Solutions marks a shift towards diversification, which, while risky, provides new investment opportunities for the company during wildfire-heavy years.
See More
Director of Perimeter Solutions (PRM.US) Plans to Sell $3.05 Million in Common Stock via Form 144
- Stock Sale Announcement: Director William Thorndike plans to sell 125,000 shares of Perimeter Solutions' common stock on March 4.
- Market Value: The total market value of the shares to be sold is approximately $3.05 million.
See More
PERIMETER SOLUTIONS INC: UBS LOWERS TARGET PRICE FROM $31 TO $26
- Price Adjustment: Perimeter Solutions has reduced its target price from $31 to $26.
- Market Impact: This adjustment may reflect changes in market conditions or company performance.
See More
Perimeter Solutions (PRM.US) Officer Plans to Sell $6.95 Million in Common Stock via Form 144
- Stock Sale Announcement: Officer Edward Goldberger plans to sell 300,000 shares of its common stock on February 27.
- Market Value: The total market value of the shares being sold is approximately $6.95 million.
See More
Perimeter Solutions Reports Strong Q4 2025 Earnings Growth
- Significant Revenue Growth: In 2025, Perimeter Solutions achieved consolidated revenue of $652.9 million, a 16% increase, with Q4 revenue rising 19% to $102.8 million, reflecting strong performance in the fire safety business and indicating potential for future profitability.
- Successful Acquisition Strategy: The company completed acquisitions of IMS and MMT in 2025, with MMT generating approximately $140 million in revenue and $50 million in adjusted EBITDA, validating the effectiveness of its acquisition strategy and promising substantial growth for 2026.
- Contract Structure Optimization: CEO Khouri highlighted a shift towards more fixed and recurring contract structures, significantly reducing sensitivity to fire season volatility, which enhances financial stability and boosts long-term profitability prospects.
- Operational Challenges Addressed: Despite facing production disruptions and safety incidents at the Sauget facility, management remains committed to regaining operational control, anticipating that resolving these issues will reduce variability in the P2S5 business and improve overall performance.
See More
Perimeter Solutions (PRM) Earnings Transcript
See More
