Masco (NYSE:MAS – Get Free Report) had its target price upped by analysts at Royal Bank Of Canada from $67.00 to $74.00 in a research note issued on Wednesday,Benzinga reports. The brokerage currently has a “sector perform” rating on the construction company’s stock. Royal Bank Of Canada’s price target indicates a potential downside of 4.41% from the stock’s current price.
MAS has been the topic of a number of other reports. Zacks Research lowered shares of Masco from a “strong-buy” rating to a “hold” rating in a research note on Monday, October 20th. 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. Oppenheimer reiterated an “outperform” rating and issued a $88.00 price objective on shares of Masco in a research note on Wednesday. Argus decreased their target price on Masco from $82.00 to $80.00 and set a “buy” rating for the company in a report on Wednesday, November 5th. Finally, Evercore ISI set a $78.00 target price on Masco in a research note on Wednesday. Seven equities research analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company. According to MarketBeat.com, Masco currently has an average rating of “Hold” and a consensus price target of $76.53.
Check Out Our Latest Analysis on Masco
Masco Stock Performance
Masco (NYSE:MAS – Get Free Report) last announced its earnings results on Tuesday, February 10th. The construction company reported $0.82 earnings per share (EPS) for the quarter, beating 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 company had revenue of $1.79 billion for the quarter, compared to analyst estimates of $1.82 billion. During the same quarter in the previous year, the company earned $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. As a group, equities research analysts predict that Masco will post 4.34 EPS for the current year.
Masco announced that its Board of Directors has initiated a share repurchase plan 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 shares through open market purchases. Shares repurchase plans are generally an indication that the company’s leadership believes its shares are undervalued.
Hedge Funds Weigh In On Masco
Hedge funds have recently modified their holdings of the business. Rossby Financial LCC boosted its stake in Masco by 134.2% during 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 during the period. Sunbelt Securities Inc. purchased a new stake in shares of Masco in the third quarter valued at about $26,000. Bogart Wealth LLC boosted its stake in shares of Masco by 2,550.0% during 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 during the period. Elevation Point Wealth Partners LLC purchased a new position in shares of Masco during the second quarter worth about $28,000. Finally, Community Bank N.A. acquired a new position in Masco in the 3rd quarter valued at about $34,000. 93.91% of the stock is currently owned by hedge funds and other institutional investors.
Masco News Summary
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.
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