Citigroup Lowers Masco (NYSE:MAS) Price Target to $79.00

Masco (NYSE:MAS) had its price objective decreased by equities research analysts at Citigroup from $84.00 to $79.00 in a note issued to investors on Thursday,Benzinga reports. The firm presently has a “neutral” rating on the construction company’s stock. Citigroup’s price objective indicates a potential upside of 6.38% from the company’s previous close.

MAS has been the topic of a number of other reports. Evercore raised shares of Masco from an “in-line” rating to an “outperform” rating and set a $78.00 price target on the stock in a research report on Monday, April 13th. Wells Fargo & Company lifted their target price on shares of Masco from $70.00 to $82.00 and gave the stock an “overweight” rating in a research report on Thursday. Weiss Ratings downgraded Masco from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Monday, March 9th. Bank of America reduced their target price on Masco from $69.00 to $61.00 and set an “underperform” rating for the company in a report on Monday, April 20th. Finally, BMO Capital Markets decreased their price target on Masco from $77.00 to $75.00 and set a “market perform” rating for the company in a research report on Monday, April 20th. Seven research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $80.07.

Masco Stock Down 1.5%

Shares of NYSE MAS opened at $74.27 on Thursday. The stock has a market capitalization of $14.98 billion, a P/E ratio of 18.43, a P/E/G ratio of 2.14 and a beta of 1.29. The company has a 50-day moving average price of $65.58 and a 200-day moving average price of $65.98. Masco has a 1 year low of $58.16 and a 1 year high of $79.19. The company has a debt-to-equity ratio of 109.07, a current ratio of 1.75 and a quick ratio of 1.14.

Masco (NYSE:MAS) last issued its quarterly earnings data on Wednesday, April 22nd. The construction company reported $1.04 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.88 by $0.16. The firm had revenue of $1.92 billion during the quarter, compared to analysts’ expectations of $2.07 billion. Masco had a net margin of 10.90% and a return on equity of 815.20%. The business’s revenue was up 6.5% on a year-over-year basis. During the same period last year, the company earned $0.87 earnings per share. Masco has set its FY 2026 guidance at 4.100-4.300 EPS. On average, equities research analysts forecast that Masco will post 4.19 EPS for the current fiscal year.

Masco declared that its board has authorized a share buyback plan on Tuesday, February 10th that authorizes the company to repurchase $2.00 billion in outstanding shares. This repurchase authorization authorizes the construction company to repurchase up to 13.5% of its stock through open market purchases. Stock repurchase plans are usually an indication that the company’s leadership believes its shares are undervalued.

Insider Buying and Selling at Masco

In other news, CAO Heath M. Eisman sold 747 shares of the firm’s stock in a transaction that occurred on Thursday, February 26th. The shares were 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 owned 12,510 shares in the company, valued at $899,719.20. This trade represents a 5.63% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.55% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Masco

Several institutional investors have recently bought and sold shares of the company. State Street Corp grew its stake in shares of Masco by 0.6% during the 4th quarter. State Street Corp now owns 10,235,505 shares of the construction company’s stock worth $649,545,000 after acquiring an additional 60,430 shares during the period. JPMorgan Chase & Co. raised its stake in Masco by 19.2% in the 4th quarter. JPMorgan Chase & Co. now owns 6,063,286 shares of the construction company’s stock valued at $384,776,000 after acquiring an additional 977,684 shares during the period. Boston Partners lifted its holdings in Masco by 1.0% during the third quarter. Boston Partners now owns 5,850,170 shares of the construction company’s stock valued at $411,832,000 after purchasing an additional 58,609 shares during the last quarter. Wellington Management Group LLP boosted its position in Masco by 76.1% during the fourth quarter. Wellington Management Group LLP now owns 4,826,584 shares of the construction company’s stock worth $306,295,000 after purchasing an additional 2,085,454 shares during the period. Finally, Nordea Investment Management AB boosted its position in Masco by 6.5% during the fourth quarter. Nordea Investment Management AB now owns 4,371,864 shares of the construction company’s stock worth $278,619,000 after purchasing an additional 267,012 shares during the period. Hedge funds and other institutional investors own 93.91% of the company’s stock.

Trending Headlines about Masco

Here are the key news stories impacting Masco this week:

• Positive Sentiment: Q1 EPS beat and margin improvement — Masco reported $1.04 EPS vs. $0.88 expected and showed sales and margin gains, which underpins confidence in core operations. Masco jumps after earnings beat, steady outlook
• Positive Sentiment: Share repurchase increase — Masco raised 2026 deployment to at least $800M, a cash-return action that supports EPS and signals management confidence. Masco maintains 2026 EPS while lifting 2026 deployment
• Neutral Sentiment: Company left FY2026 EPS guidance unchanged at $4.10–$4.30 — steady guidance limits downside from the quarter but also avoids upside surprises. Masco Profit Rises on Plumbing Products Sales Growth
• Neutral Sentiment: Mixed analyst target moves — JPMorgan raised its PT to $78 (neutral) while Citi trimmed its PT to $79 (neutral); analysts broadly increased forecasts after results but maintained neutral stances. Masco analyst/price-target coverage
• Negative Sentiment: Revenue missed consensus — Q1 sales were $1.92B versus ~$2.07B expected, which tempers the EPS beat and raises questions on volume mix and end-market demand. MAS Q1 Deep Dive
• Negative Sentiment: Management flagged cost pressures and a cautious near-term outlook on the earnings call, creating near-term risk to margins and guidance upside. Here’s How Masco Shocked the Market This Week

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.