Atria Investments Inc Buys 25,608 Shares of Masco Corporation $MAS

Atria Investments Inc boosted its holdings in shares of Masco Corporation (NYSE:MAS) by 31.8% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 106,086 shares of the construction company’s stock after acquiring an additional 25,608 shares during the period. Atria Investments Inc owned about 0.05% of Masco worth $7,467,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also modified their holdings of the company. Norges Bank acquired a new stake in Masco in the 2nd quarter worth approximately $122,990,000. Vanguard Group Inc. grew its holdings in shares of Masco by 6.6% during the second quarter. Vanguard Group Inc. now owns 28,872,772 shares of the construction company’s stock valued at $1,858,252,000 after buying an additional 1,780,673 shares during the last quarter. Holocene Advisors LP raised its stake in shares of Masco by 48.6% in the second quarter. Holocene Advisors LP now owns 5,001,386 shares of the construction company’s stock worth $321,889,000 after purchasing an additional 1,635,746 shares during the last quarter. Boston Partners increased its stake in shares of Masco by 16.3% in the second quarter. Boston Partners now owns 5,791,561 shares of the construction company’s stock worth $372,859,000 after acquiring an additional 810,881 shares during the period. Finally, Nordea Investment Management AB raised its position in Masco by 24.0% during the third quarter. Nordea Investment Management AB now owns 4,104,852 shares of the construction company’s stock valued at $286,396,000 after acquiring an additional 793,591 shares in the last quarter. 93.91% of the stock is currently owned by institutional investors.

Key Headlines Impacting Masco

Here are the key news stories impacting Masco this week:

• Positive Sentiment: Q4 EPS beat expectations by $0.03, which sparked analyst upgrades and helped push the shares to a 52-week high after the print. Read More.
• Positive Sentiment: Company announced a share buyback program, a clear shareholder-return action that typically supports the stock by reducing float and signaling confidence from management. Read More.
• Positive Sentiment: Demand trends have improved Masco’s presence in the Russell 1000 (index/ETF flows), which can attract passive inflows and support the share price. Read More.
• Neutral Sentiment: Analysts maintain a cautiously constructive outlook: coverage is concentrated around “hold” ratings (majority) with some buys; the consensus price target is mixed, limiting clear near-term upside. Read More.
• Neutral Sentiment: Analyst notes and model updates show steady but cautious estimates — analysts are constructive on cash returns and long-term margins but are watching execution. Read More.
• Neutral Sentiment: Masco adjusted CEO Jonathon Nudi’s equity compensation to full-value restricted awards, a governance/compensation change that management says aligns incentives but may slightly alter dilution/timing dynamics. Read More.
• Negative Sentiment: Revenue missed consensus and management highlighted persistent margin pressures; investors worried the topline softness and cost headwinds could weigh on near-term profit growth despite the EPS beat. Read More.
• Negative Sentiment: Despite the EPS beat, full-year guidance and incremental execution risks left some analysts cautious, contributing to the prevailing “hold” stance and limiting momentum. Read More.

Analyst Ratings Changes

MAS has been the topic of several research analyst reports. Barclays reiterated an “equal weight” rating and issued a $71.00 price objective (down from $76.00) on shares of Masco in a report on Monday, December 8th. Wells Fargo & Company raised their price target on shares of Masco from $78.00 to $85.00 and gave the company an “overweight” rating in a research report on Wednesday. Robert W. Baird set a $82.00 target price on shares of Masco in a research note on Wednesday. Zelman & Associates lowered Masco to a “hold” rating in a report on Wednesday. Finally, Vertical Research assumed coverage on Masco in a report on Monday, October 20th. They issued a “hold” rating for the company. Seven investment analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $76.53.

Masco Stock Performance

MAS stock opened at $76.17 on Friday. Masco Corporation has a 12-month low of $56.55 and a 12-month high of $79.19. The firm has a market cap of $15.51 billion, a P/E ratio of 19.79, a P/E/G ratio of 2.19 and a beta of 1.28. The company has a current ratio of 1.81, a quick ratio of 1.20 and a debt-to-equity ratio of 38.75. The stock’s 50 day simple moving average is $67.51 and its 200 day simple moving average is $68.20.

Masco (NYSE:MAS) last issued its quarterly earnings data on Tuesday, February 10th. The construction company reported $0.82 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.78 by $0.04. Masco had a return on equity of 856.70% and a net margin of 10.71%.The business had revenue of $1.79 billion during the quarter, compared to analyst estimates of $1.82 billion. During the same period in the prior year, the company posted $0.89 EPS. 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. As a group, equities research analysts predict that Masco Corporation will post 4.34 EPS for the current year.

Masco Increases Dividend

The firm also recently declared 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 is an increase from Masco’s previous quarterly dividend of $0.31. This represents a $1.28 annualized dividend and a dividend yield of 1.7%. The ex-dividend date of this dividend is Friday, February 20th. Masco’s dividend payout ratio (DPR) is 32.21%.

Masco announced that its Board of Directors has approved a share buyback program on Tuesday, February 10th that permits the company to repurchase $2.00 billion in shares. This repurchase authorization permits the construction company to repurchase up to 13.5% of its stock through open market purchases. Stock repurchase programs are usually an indication that the company’s leadership believes its shares are undervalued.

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.