Masco Corporation $MAS Shares Sold by Impax Asset Management Group plc

Impax Asset Management Group plc decreased its stake in Masco Corporation (NYSE:MAS) by 5.8% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,482,960 shares of the construction company’s stock after selling 152,183 shares during the period. Impax Asset Management Group plc owned 1.20% of Masco worth $174,776,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in MAS. FORA Capital LLC raised its holdings in shares of Masco by 203.9% during the second quarter. FORA Capital LLC now owns 35,603 shares of the construction company’s stock valued at $2,291,000 after buying an additional 23,887 shares during the last quarter. World Investment Advisors increased its position in Masco by 819.8% in the 3rd quarter. World Investment Advisors now owns 54,745 shares of the construction company’s stock valued at $3,853,000 after acquiring an additional 48,793 shares during the period. CWA Asset Management Group LLC raised its stake in Masco by 33.4% during the 3rd quarter. CWA Asset Management Group LLC now owns 62,922 shares of the construction company’s stock valued at $4,429,000 after acquiring an additional 15,770 shares in the last quarter. Mediolanum International Funds Ltd bought a new position in shares of Masco in the third quarter worth $16,398,000. Finally, Voya Financial Advisors Inc. acquired a new position in shares of Masco during the third quarter valued at $1,245,000. 93.91% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

A number of brokerages recently issued reports on MAS. Vertical Research initiated coverage on shares of Masco in a research report on Monday, October 20th. They issued a “hold” rating for the company. Zacks Research cut Masco from a “strong-buy” rating to a “hold” rating in a report on Monday, October 20th. Weiss Ratings raised Masco from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Thursday, February 5th. Wells Fargo & Company boosted their price objective on Masco from $75.00 to $78.00 and gave the stock an “overweight” rating in a research note on Wednesday, January 14th. Finally, UBS Group cut their price objective on Masco from $85.00 to $84.00 and set a “buy” rating for the company in a report on Thursday, October 30th. Seven equities research analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the stock. According to data from MarketBeat.com, Masco has an average rating of “Hold” and a consensus target price of $73.20.

Masco Price Performance

NYSE MAS opened at $77.82 on Wednesday. The company has a current ratio of 1.88, a quick ratio of 1.20 and a debt-to-equity ratio of 17.53. Masco Corporation has a 1 year low of $56.55 and a 1 year high of $79.19. The company has a market cap of $16.16 billion, a PE ratio of 19.95, a PEG ratio of 3.12 and a beta of 1.28. The stock’s 50-day moving average price is $66.75 and its two-hundred day moving average price is $68.02.

Masco (NYSE:MAS) last released its earnings results on Tuesday, February 10th. The construction company reported $0.82 earnings per share for the quarter, topping the consensus estimate of $0.78 by $0.04. Masco had a net margin of 10.89% and a return on equity of 1,317.38%. The business had revenue of $1.79 billion for the quarter, compared to the consensus estimate of $1.82 billion. During the same period last year, the firm posted $0.89 earnings per share. The firm’s quarterly revenue was down 1.9% compared to the same quarter last year. Masco has set its FY 2026 guidance at 4.100-4.300 EPS. On average, analysts predict that Masco Corporation will post 4.34 EPS for the current year.

Masco Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, March 9th. Stockholders of record on Friday, February 20th will be given a $0.32 dividend. This represents a $1.28 annualized dividend and a dividend yield of 1.6%. This is a boost from Masco’s previous quarterly dividend of $0.31. The ex-dividend date of this dividend is Friday, February 20th. Masco’s payout ratio is 31.79%.

Masco declared that its board has authorized a stock buyback plan on Tuesday, February 10th that allows the company to buyback $2.00 billion in outstanding shares. This buyback authorization allows the construction company to reacquire up to 13.5% of its shares through open market purchases. Shares buyback plans are generally an indication that the company’s board of directors believes its stock is undervalued.

Trending Headlines about Masco

Here are the key news stories impacting Masco this week:

• Positive Sentiment: Q4 adjusted EPS beat expectations at $0.82 vs. a $0.78 consensus, suggesting operating leverage and cost control helped margins. Masco (MAS) Q4 Earnings Top Estimates
• Positive Sentiment: Masco raised its quarterly dividend to $0.32 (a ~3.2% increase), supporting the income story and signaling confidence in cash flow. (Record Feb 20; payable Mar 9.)
• Positive Sentiment: Management provided FY‑2026 EPS guidance of $4.10–$4.30, roughly centered on Street expectations (~$4.18), which reduces near‑term forecast risk. Business Wire: Masco Reports Q4 and 2025 Results
• Neutral Sentiment: Company released detailed results, slides and the conference call transcript for investors to review management’s commentary on segments and margins. Earnings Call Transcript
• Neutral Sentiment: Segment performance was mixed: Plumbing Products showed growth while other segments moderated — important detail for investors tracking end‑market exposure. Business Wire: Segment Results
• Negative Sentiment: Net sales missed estimates ($1.79B reported vs. ~$1.82B expected) and were down ~2% YoY, raising questions about demand trends and near‑term top‑line momentum. Masco Stock Up on Q4 Earnings Beat, Sales Miss
• Negative Sentiment: Reported EPS declined from $0.89 a year ago to $0.82, reflecting weaker demand and/or mix — a reminder growth is not yet stable. Company Press Release / Slide Deck

About Masco

Masco Corporation is a global leader in the design, manufacture and distribution of branded home improvement and building products. Founded in 1929 and headquartered in Livonia, Michigan, the company has evolved from a small door‐bell manufacturer into a diversified enterprise serving both residential and commercial markets. Over its history, Masco has grown through a combination of organic innovation and strategic acquisitions, building a portfolio of well-recognized brands.

The company’s product offerings are organized into two primary segments.