Equities Analysts Set Expectations for Masco Q1 Earnings

Masco Corporation (NYSE:MAS) – Zacks Research decreased their Q1 2026 earnings estimates for shares of Masco in a research report issued to clients and investors on Tuesday, October 21st. Zacks Research analyst Team now expects that the construction company will earn $0.86 per share for the quarter, down from their prior forecast of $0.87. Zacks Research has a “Hold” rating on the stock. The consensus estimate for Masco’s current full-year earnings is $4.34 per share.

A number of other equities research analysts have also issued reports on MAS. Barclays boosted their price target on shares of Masco from $77.00 to $78.00 and gave the company an “overweight” rating in a report on Friday, August 1st. Robert W. Baird downgraded shares of Masco from an “outperform” rating to a “neutral” rating and set a $70.00 target price on the stock. in a report on Tuesday, July 22nd. Vertical Research initiated coverage on shares of Masco in a report on Monday. They set a “hold” rating on the stock. Baird R W cut shares of Masco from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, July 22nd. Finally, Oppenheimer set a $79.00 price objective on shares of Masco and gave the stock an “outperform” rating in a research note on Monday, August 4th. One analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating and thirteen have assigned a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $73.86.

Masco Stock Performance

Shares of NYSE MAS opened at $68.96 on Wednesday. Masco has a 1 year low of $56.55 and a 1 year high of $83.10. The company has a debt-to-equity ratio of 19.63, a quick ratio of 1.14 and a current ratio of 1.82. The firm has a market cap of $14.44 billion, a P/E ratio of 18.29, a PEG ratio of 2.77 and a beta of 1.18. The stock has a fifty day moving average price of $71.62 and a two-hundred day moving average price of $66.79.

Masco (NYSE:MAS) last released its quarterly earnings data on Thursday, July 31st. The construction company reported $1.30 earnings per share for the quarter, topping analysts’ consensus estimates of $1.08 by $0.22. The business had revenue of $2.05 billion for the quarter, compared to analysts’ expectations of $2 billion. Masco had a net margin of 10.51% and a return on equity of 1,519.31%. The company’s revenue for the quarter was down 1.9% compared to the same quarter last year. During the same quarter last year, the company earned $1.20 EPS. Masco has set its FY 2025 guidance at 3.900-4.100 EPS.

Hedge Funds Weigh In On Masco

Several hedge funds and other institutional investors have recently made changes to their positions in MAS. Alpine Bank Wealth Management acquired a new position in Masco during the 1st quarter worth approximately $29,000. Elevation Point Wealth Partners LLC bought a new position in Masco during the second quarter worth $28,000. Costello Asset Management INC acquired a new position in shares of Masco during the first quarter valued at about $31,000. Migdal Insurance & Financial Holdings Ltd. acquired a new stake in shares of Masco in the 1st quarter worth about $33,000. Finally, Headlands Technologies LLC grew its position in Masco by 114.5% in the 2nd quarter. Headlands Technologies LLC now owns 549 shares of the construction company’s stock worth $35,000 after purchasing an additional 293 shares in the last quarter. 93.91% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In related news, CAO Heath M. Eisman sold 2,431 shares of Masco stock in a transaction dated Tuesday, August 19th. The shares were sold at an average price of $74.62, for a total transaction of $181,401.22. Following the completion of the sale, the chief accounting officer owned 12,036 shares of the company’s stock, valued at approximately $898,126.32. The trade was a 16.80% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider Jai Shah sold 82,910 shares of the firm’s stock in a transaction that occurred on Friday, August 22nd. The stock was sold at an average price of $76.04, for a total transaction of $6,304,476.40. Following the transaction, the insider directly owned 39,638 shares in the company, valued at $3,014,073.52. This represents a 67.66% decrease in their ownership of the stock. The disclosure for this sale can be found here. 0.50% of the stock is owned by insiders.

Masco Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, August 25th. Shareholders of record on Friday, August 8th were paid a $0.31 dividend. This represents a $1.24 annualized dividend and a yield of 1.8%. The ex-dividend date was Friday, August 8th. Masco’s payout ratio is presently 32.89%.

About Masco

Masco Corporation designs, manufactures, and distributes home improvement and building products in North America, Europe, and internationally. The company's Plumbing Products segment offers faucets, showerheads, handheld showers, valves, bath hardware and accessories, bathing units, shower bases and enclosures, sinks, toilets, acrylic tubs, shower trays, spas, exercise pools, and fitness systems; brass, copper, and composite plumbing system components; connected water products; thermoplastic solutions, extruded plastic profiles, specialized fabrications, and PEX tubing products; and other non-decorative plumbing products.