Masco (NYSE:MAS) to Repurchase $2.00 billion in Outstanding Shares

Masco (NYSE:MAS) announced that its board has initiated a share buyback plan on Tuesday, February 10th, RTT News reports. The company plans to repurchase $2.00 billion in outstanding shares. This repurchase authorization allows the construction company to purchase up to 13.5% of its stock through open market purchases. Stock repurchase plans are typically a sign that the company’s leadership believes its shares are undervalued.

Masco Stock Performance

MAS opened at $77.82 on Wednesday. The company has a quick ratio of 1.20, a current ratio of 1.88 and a debt-to-equity ratio of 17.53. Masco has a 12-month low of $56.55 and a 12-month high of $79.19. The business has a 50 day moving average of $66.75 and a 200-day moving average of $68.02. The stock has a market cap of $16.16 billion, a price-to-earnings ratio of 19.95, a PEG ratio of 3.12 and a beta of 1.28.

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

Masco Increases Dividend

The business also recently announced 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 dividend yield of 1.6%. The ex-dividend date of this dividend is Friday, February 20th. This is a positive change from Masco’s previous quarterly dividend of $0.31. Masco’s payout ratio is presently 31.79%.

Analysts Set New Price Targets

Several research analysts recently commented on the stock. Vertical Research assumed coverage on shares of Masco in a report on Monday, October 20th. They set a “hold” rating for the company. UBS Group reduced their price objective on shares of Masco from $85.00 to $84.00 and set a “buy” rating for the company in a research note on Thursday, October 30th. Weiss Ratings raised Masco from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Thursday, February 5th. Citigroup dropped their target price on Masco from $72.00 to $71.00 and set a “neutral” rating on the stock in a report on Thursday, January 8th. Finally, Zacks Research downgraded Masco from a “strong-buy” rating to a “hold” rating in a research note on Monday, October 20th. Seven equities research analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $73.20.

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

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.