Masco Corporation (NYSE:MAS) Given Average Recommendation of “Hold” by Analysts

Masco Corporation (NYSE:MAS) has received a consensus recommendation of “Hold” from the twenty analysts that are presently covering the firm, MarketBeat Ratings reports. Thirteen equities research analysts have rated the stock with a hold recommendation and seven have given a buy recommendation to the company. The average twelve-month price objective among brokerages that have issued ratings on the stock in the last year is $76.5294.

A number of research firms have recently commented on MAS. UBS Group reduced their price target on shares of Masco from $85.00 to $84.00 and set a “buy” rating for the company in a research report on Thursday, October 30th. Oppenheimer reissued an “outperform” rating and set a $88.00 price objective on shares of Masco in a research note on Wednesday. BMO Capital Markets restated a “market perform” rating and issued a $77.00 target price on shares of Masco in a research note on Thursday. Royal Bank Of Canada raised their price target on Masco from $67.00 to $74.00 and gave the company a “sector perform” rating in a report on Wednesday. Finally, Evercore cut their price objective on Masco from $75.00 to $70.00 and set an “in-line” rating for the company in a report on Thursday, October 30th.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Rossby Financial LCC boosted its holdings in shares of Masco by 134.2% in the 3rd quarter. Rossby Financial LCC now owns 370 shares of the construction company’s stock worth $26,000 after purchasing an additional 212 shares in the last quarter. Sunbelt Securities Inc. bought a new stake in Masco in the 3rd quarter worth approximately $26,000. Bogart Wealth LLC boosted its stake in Masco by 2,550.0% in the fourth quarter. Bogart Wealth LLC now owns 424 shares of the construction company’s stock worth $27,000 after buying an additional 408 shares in the last quarter. Elevation Point Wealth Partners LLC bought a new position in Masco during the second quarter valued at approximately $28,000. Finally, Community Bank N.A. purchased a new position in shares of Masco during the third quarter worth approximately $34,000. 93.91% of the stock is currently owned by hedge funds and other institutional investors.

Masco Trading Up 1.2%

Shares of MAS opened at $77.41 on Friday. Masco has a twelve month low of $56.55 and a twelve month high of $79.19. The stock has a market cap of $15.76 billion, a PE ratio of 20.11, a P/E/G ratio of 3.31 and a beta of 1.28. The company has a quick ratio of 1.20, a current ratio of 1.81 and a debt-to-equity ratio of 38.75. The business’s 50-day moving average price is $67.25 and its 200-day moving average price is $68.14.

Masco (NYSE:MAS) last released its quarterly earnings data on Tuesday, February 10th. The construction company reported $0.82 EPS for the quarter, beating analysts’ consensus estimates of $0.78 by $0.04. The company had revenue of $1.79 billion during the quarter, compared to analyst estimates of $1.82 billion. Masco had a net margin of 10.71% and a return on equity of 856.70%. Masco’s revenue was down 1.9% compared to the same quarter last year. During the same period last year, the business earned $0.89 earnings per share. Masco has set its FY 2026 guidance at 4.100-4.300 EPS. On average, equities analysts forecast that Masco will post 4.34 EPS for the current fiscal year.

Masco Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, March 9th. Stockholders of record on Friday, February 20th will be issued a $0.32 dividend. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.7%. 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 currently 32.21%.

Masco declared that its Board of Directors has approved a share buyback program on Tuesday, February 10th that authorizes the company to repurchase $2.00 billion in outstanding shares. This repurchase authorization authorizes the construction company to buy up to 13.5% of its shares through open market purchases. Shares repurchase programs are often a sign that the company’s board of directors believes its shares are undervalued.

Key Stories Impacting Masco

Here are the key news stories impacting Masco this week:

• Positive Sentiment: Q4 beat and upbeat 2026 outlook — Masco reported Q4 EPS above consensus and provided FY26 guidance of $4.10–$4.30 per share, which traders viewed as constructive for earnings growth and margin improvement. Article Title
• Positive Sentiment: Large share repurchase and payout lift cash-return profile — Board authorized a $2.0 billion buyback (≈13% of shares) and raised the dividend, increasing capital return and supporting EPS accretion. Article Title
• Positive Sentiment: Immediate market reaction — Shares ran to a new 52-week high after the results, buyback and cost actions, signaling positive investor reception. Article Title
• Neutral Sentiment: Analyst actions mixed — Royal Bank of Canada raised its price target to $74 but kept a “sector perform” stance (PT still below the current trading level), indicating cautious analyst positioning despite the stronger setup. Article Title
• Neutral Sentiment: CEO equity plan adjusted — Compensation committee approved full‑value restricted stock grants for CEO Jonathon Nudi; this is standard for retention but can be slightly dilutive over time depending on vesting and share issuance. Article Title
• Negative Sentiment: Revenue miss and margin pressures remain — While EPS beat, revenue slightly trailed estimates and management highlighted ongoing margin pressure and the need for operational changes, which tempers the upside until execution on restructuring is proven. Article Title
• Negative Sentiment: Cost actions include job cuts — Management signaled restructuring and job reductions to restore margins; such moves reduce near-term costs but carry execution risk and potential one-time charges. Article Title

Masco Company Profile

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.