Masco (NYSE:MAS) Hits New 12-Month High on Strong Earnings

Masco Corporation (NYSE:MAS)’s share price reached a new 52-week high during mid-day trading on Wednesday following a stronger than expected earnings report. The stock traded as high as $79.19 and last traded at $77.82, with a volume of 6738211 shares trading hands. The stock had previously closed at $71.61.

The construction company reported $0.82 earnings per share (EPS) 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 during the quarter, compared to analysts’ expectations of $1.82 billion. During the same period in the previous year, the company earned $0.89 earnings per share. The business’s revenue for the quarter was down 1.9% compared to the same quarter last year. Masco has set its FY 2026 guidance at 4.100-4.300 EPS.

Masco Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, March 9th. Shareholders of record on Friday, February 20th will be paid a dividend of $0.32 per share. The ex-dividend date is Friday, February 20th. This represents a $1.28 annualized dividend and a yield of 1.6%. This is a positive change from Masco’s previous quarterly dividend of $0.31. Masco’s dividend payout ratio (DPR) is 31.79%.

Masco announced that its board has approved a share buyback program on Tuesday, February 10th that allows the company to repurchase $2.00 billion in shares. This repurchase authorization allows the construction company to buy up to 13.5% of its shares through open market purchases. Shares repurchase programs are generally an indication that the company’s management believes its shares are undervalued.

Masco News Roundup

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

Analyst Ratings Changes

Several research firms recently commented on MAS. Argus reduced their price objective on Masco from $82.00 to $80.00 and set a “buy” rating for the company in a report on Wednesday, November 5th. Evercore lowered their target price on shares of Masco from $75.00 to $70.00 and set an “in-line” rating on the stock in a research note on Thursday, October 30th. Barclays reiterated an “equal weight” rating and issued a $71.00 price target (down from $76.00) on shares of Masco in a research note on Monday, December 8th. Vertical Research began coverage on shares of Masco in a report on Monday, October 20th. They set a “hold” rating for the company. Finally, Weiss Ratings upgraded shares of Masco from a “hold (c+)” rating to a “buy (b-)” rating in a report on Thursday, February 5th. Seven investment analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $73.20.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently modified their holdings of MAS. Vanguard Group Inc. raised its holdings in Masco by 6.6% in the 2nd quarter. Vanguard Group Inc. now owns 28,872,772 shares of the construction company’s stock worth $1,858,252,000 after purchasing an additional 1,780,673 shares during the period. State Street Corp increased its position in Masco by 3.8% in the third quarter. State Street Corp now owns 10,175,075 shares of the construction company’s stock worth $716,224,000 after buying an additional 367,937 shares in the last quarter. Boston Partners increased its position in Masco by 1.0% in the third quarter. Boston Partners now owns 5,850,170 shares of the construction company’s stock worth $411,832,000 after buying an additional 58,609 shares in the last quarter. Geode Capital Management LLC raised its stake in shares of Masco by 1.2% in the second quarter. Geode Capital Management LLC now owns 5,296,209 shares of the construction company’s stock worth $339,391,000 after buying an additional 60,672 shares during the period. Finally, JPMorgan Chase & Co. lifted its position in shares of Masco by 32.3% during the 3rd quarter. JPMorgan Chase & Co. now owns 5,085,602 shares of the construction company’s stock valued at $357,976,000 after buying an additional 1,240,322 shares in the last quarter. Hedge funds and other institutional investors own 93.91% of the company’s stock.

Masco Trading Up 8.7%

The stock has a 50-day moving average price of $66.75 and a two-hundred day moving average price of $68.02. The stock has a market capitalization of $16.16 billion, a PE ratio of 19.95, a PEG ratio of 3.12 and a beta of 1.28. The company has a debt-to-equity ratio of 17.53, a quick ratio of 1.20 and a current ratio of 1.88.

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.