Masco Corporation $MAS Shares Acquired by American Century Companies Inc.

American Century Companies Inc. lifted its stake in Masco Corporation (NYSE:MAS) by 502.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 1,055,362 shares of the construction company’s stock after purchasing an additional 880,076 shares during the quarter. American Century Companies Inc. owned about 0.51% of Masco worth $74,287,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. increased its stake in shares of Masco by 6.6% in the 2nd quarter. Vanguard Group Inc. now owns 28,872,772 shares of the construction company’s stock worth $1,858,252,000 after acquiring an additional 1,780,673 shares during the last quarter. Boston Partners grew its holdings in shares of Masco by 16.3% in the second quarter. Boston Partners now owns 5,791,561 shares of the construction company’s stock valued at $372,859,000 after purchasing an additional 810,881 shares during the period. Geode Capital Management LLC grew its holdings in shares of Masco by 1.2% in the second quarter. Geode Capital Management LLC now owns 5,296,209 shares of the construction company’s stock valued at $339,391,000 after purchasing an additional 60,672 shares during the period. JPMorgan Chase & Co. increased its position in Masco by 32.3% during the third quarter. JPMorgan Chase & Co. now owns 5,085,602 shares of the construction company’s stock worth $357,976,000 after purchasing an additional 1,240,322 shares during the last quarter. Finally, Holocene Advisors LP raised its stake in Masco by 48.6% during the second 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. Hedge funds and other institutional investors own 93.91% of the company’s stock.

More Masco News

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.

Wall Street Analysts Forecast Growth

MAS has been the subject of several analyst reports. Citigroup increased their price target on shares of Masco from $71.00 to $84.00 and gave the company a “neutral” rating in a research note on Thursday, February 12th. Zelman & Associates cut Masco to a “hold” rating in a report on Wednesday, February 11th. Royal Bank Of Canada increased their price objective on Masco from $67.00 to $74.00 and gave the stock a “sector perform” rating in a research report on Wednesday, February 11th. Weiss Ratings upgraded Masco from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Thursday, February 5th. Finally, Robert W. Baird set a $82.00 price target on 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, the company has a consensus rating of “Hold” and an average price target of $76.94.

Masco Stock Down 2.5%

Masco stock opened at $68.06 on Wednesday. The company has a market capitalization of $13.86 billion, a PE ratio of 17.68, a price-to-earnings-growth ratio of 1.98 and a beta of 1.27. The company has a debt-to-equity ratio of 38.75, a quick ratio of 1.14 and a current ratio of 1.81. Masco Corporation has a fifty-two week low of $56.55 and a fifty-two week high of $79.19. The firm has a 50 day moving average price of $69.77 and a 200 day moving average price of $68.47.

Masco (NYSE:MAS) last released 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 return on equity of 856.70% and a net margin of 10.71%.The business had revenue of $1.79 billion during the quarter, compared to analyst estimates of $1.82 billion. During the same period last year, the business posted $0.89 earnings per share. The company’s quarterly revenue was down 1.9% on a year-over-year basis. Masco has set its FY 2026 guidance at 4.100-4.300 EPS. Research analysts expect that Masco Corporation will post 4.34 earnings per share for the current year.

Masco Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, March 9th. Shareholders of record on Friday, February 20th will be given a $0.32 dividend. The ex-dividend date of this dividend is Friday, February 20th. This represents a $1.28 annualized dividend and a yield of 1.9%. This is an increase from Masco’s previous quarterly dividend of $0.31. Masco’s dividend payout ratio is presently 33.25%.

Masco declared that its board has approved a stock buyback program on Tuesday, February 10th that allows the company to repurchase $2.00 billion in shares. This repurchase authorization allows the construction company to reacquire up to 13.5% of its stock through open market purchases. Stock repurchase programs are usually an indication that the company’s leadership believes its stock is undervalued.

Insider Transactions at Masco

In other Masco news, CAO Heath M. Eisman sold 747 shares of the business’s stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $71.92, for a total transaction of $53,724.24. Following the sale, the chief accounting officer directly owned 12,510 shares in the company, valued at $899,719.20. This represents a 5.63% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 0.50% of the stock is owned by company insiders.

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.