Research Analysts Set Expectations for Masco Q1 Earnings

Masco Corporation (NYSE:MAS) – Investment analysts at Zacks Research lifted their Q1 2026 earnings per share (EPS) estimates for shares of Masco in a report issued on Monday, March 2nd. Zacks Research analyst Team now expects that the construction company will earn $0.88 per share for the quarter, up from their prior forecast of $0.86. The consensus estimate for Masco’s current full-year earnings is $4.34 per share. Zacks Research also issued estimates for Masco’s Q3 2026 earnings at $1.10 EPS, Q1 2027 earnings at $1.01 EPS, Q2 2027 earnings at $1.26 EPS, Q3 2027 earnings at $1.22 EPS, Q4 2027 earnings at $1.10 EPS, FY2027 earnings at $4.60 EPS and FY2028 earnings at $5.18 EPS.

Masco (NYSE:MAS) last posted its quarterly earnings results on Tuesday, February 10th. The construction company reported $0.82 EPS for the quarter, topping the consensus estimate of $0.78 by $0.04. Masco had a net margin of 10.71% and a return on equity of 856.70%. The business had revenue of $1.79 billion during the quarter, compared to analysts’ expectations of $1.82 billion. During the same period last year, the company 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.

A number of other analysts have also recently issued reports on the company. Wells Fargo & Company boosted their price objective on Masco from $78.00 to $85.00 and gave the company an “overweight” rating in a research report on Wednesday, February 11th. Barclays reiterated an “equal weight” rating and set a $71.00 target price (down from $76.00) on shares of Masco in a report on Monday, December 8th. Robert W. Baird set a $82.00 target price on Masco in a research note on Wednesday, February 11th. Zelman & Associates lowered Masco to a “hold” rating in a report on Wednesday, February 11th. Finally, Oppenheimer reiterated an “outperform” rating and issued a $88.00 price target on shares of Masco in a research note on Wednesday, February 11th. Seven research analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the stock. According to data from MarketBeat.com, Masco presently has a consensus rating of “Hold” and an average price target of $76.94.

Masco Trading Down 2.5%

Shares of NYSE:MAS opened at $68.06 on Tuesday. Masco has a 1 year low of $56.55 and a 1 year high of $79.19. The company has a current ratio of 1.81, a quick ratio of 1.14 and a debt-to-equity ratio of 38.75. The firm has a fifty day moving average price of $69.77 and a 200 day moving average price of $68.47. The stock has a market capitalization of $13.86 billion, a PE ratio of 17.68, a P/E/G ratio of 1.98 and a beta of 1.27.

Institutional Investors Weigh In On Masco

Hedge funds have recently modified their holdings of the stock. Norges Bank purchased a new stake in Masco during the fourth quarter valued at about $194,818,000. Wellington Management Group LLP purchased a new position in Masco in the third quarter worth $192,948,000. Jacobs Levy Equity Management Inc. increased its position in shares of Masco by 443.6% during the 3rd quarter. Jacobs Levy Equity Management Inc. now owns 2,330,523 shares of the construction company’s stock valued at $164,046,000 after purchasing an additional 1,901,815 shares during the last quarter. Vanguard Group Inc. grew its position in 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 acquiring an additional 1,780,673 shares during the last quarter. Finally, Holocene Advisors LP raised its position in Masco by 48.6% in the 2nd 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 period. Institutional investors own 93.91% of the company’s stock.

Insider Activity

In related news, CAO Heath M. Eisman sold 747 shares of the stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $71.92, for a total transaction of $53,724.24. Following the completion of the sale, the chief accounting officer directly owned 12,510 shares of the company’s stock, valued at approximately $899,719.20. This trade represents a 5.63% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. 0.50% of the stock is currently owned by corporate insiders.

Masco announced that its Board of Directors has authorized a stock buyback plan on Tuesday, February 10th that authorizes the company to repurchase $2.00 billion in shares. This repurchase authorization authorizes the construction company to reacquire up to 13.5% of its stock through open market purchases. Stock repurchase plans are typically a sign that the company’s board believes its stock is undervalued.

Masco Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, March 9th. Investors of record on Friday, February 20th will be issued a dividend of $0.32 per share. This represents a $1.28 annualized dividend and a yield of 1.9%. This is a boost from Masco’s previous quarterly dividend of $0.31. The ex-dividend date is Friday, February 20th. Masco’s dividend payout ratio is presently 33.25%.

Trending Headlines about Masco

Here are the key news stories impacting Masco this week:

• Positive Sentiment: Zacks bumped Q1 2026 EPS to $0.88 from $0.86, signaling a modest beat potential in the upcoming quarter (short‑term earnings momentum).
• Neutral Sentiment: Masco presented at the Raymond James Institutional Investor Conference — management commentary and any guidance refresh from the presentation will be watched for signs of demand trends or cost actions; the transcript provides the details investors will parse for incremental clarity. Article Title
• Neutral Sentiment: Analysts and commentators are re‑examining Masco’s valuation after the recent share price pullback; these pieces outline scenarios where the stock either looks like a longer‑term buy at current multiples or remains vulnerable if end‑market demand softens. This keeps sentiment mixed and trading volatile. Article Title
• Neutral Sentiment: Additional analysis discusses whether Masco’s current pricing reflects sustainable longer‑term gains or just recent weakness — useful context for investors deciding between buying the dip versus waiting for clearer recovery signals. Article Title
• Negative Sentiment: Zacks cut several FY‑2026/2027 and quarterly estimates (Q1‑Q4 2027, Q2/Q3 2026 movements) and lowered FY‑2027 from $4.69 to $4.60 while keeping FY‑2028 at $5.18; the string of downgrades offsets the small Q1 raise and contributes to near‑term investor caution about multi‑period growth visibility.

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.