What is Zacks Research’s Forecast for Masco Q2 Earnings?

Masco Corporation (NYSE:MAS) – Investment analysts at Zacks Research raised their Q2 2026 EPS estimates for Masco in a report issued on Monday, March 2nd. Zacks Research analyst Team now anticipates that the construction company will post earnings of $1.26 per share for the quarter, up from their previous forecast of $1.25. The consensus estimate for Masco’s current full-year earnings is $4.34 per share. Zacks Research also issued estimates for Masco’s Q4 2026 earnings at $0.98 EPS and FY2026 earnings at $4.22 EPS.

Masco (NYSE:MAS) last issued its quarterly earnings data 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 net margin of 10.71% and a return on equity of 856.70%. The business had revenue of $1.79 billion during the quarter, compared to analyst estimates of $1.82 billion. During the same period in the prior year, the business earned $0.89 EPS. The company’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.

A number of other research analysts have also recently commented on the company. 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, February 12th. Evercore set a $78.00 price objective on Masco in a research report on Wednesday, February 11th. Citigroup boosted their target price on shares of Masco from $71.00 to $84.00 and gave the company a “neutral” rating in a report on Thursday, February 12th. Oppenheimer reiterated an “outperform” rating and issued a $88.00 price target on shares of Masco in a research note on Wednesday, February 11th. Finally, Barclays reissued an “equal weight” rating and set a $71.00 price objective (down from $76.00) on shares of Masco in a research note on Monday, December 8th. Seven investment analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the company’s stock. According to MarketBeat.com, Masco has a consensus rating of “Hold” and a consensus target price of $76.94.

Masco Stock Performance

Masco stock opened at $68.46 on Wednesday. Masco has a fifty-two week low of $56.55 and a fifty-two week high of $79.19. The stock’s 50 day simple moving average is $69.85 and its two-hundred day simple moving average is $68.47. The company has a debt-to-equity ratio of 38.75, a quick ratio of 1.14 and a current ratio of 1.81. The stock has a market cap of $13.94 billion, a price-to-earnings ratio of 17.78, a PEG ratio of 1.93 and a beta of 1.27.

Masco Increases Dividend

The firm 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 dividend of $0.32 per share. The ex-dividend date of this dividend is Friday, February 20th. This is an increase from Masco’s previous quarterly dividend of $0.31. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.9%. Masco’s dividend payout ratio is currently 33.25%.

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

Insider Activity at Masco

In related news, CAO Heath M. Eisman sold 747 shares of Masco stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $71.92, for a total value of $53,724.24. Following the completion of the sale, the chief accounting officer directly owned 12,510 shares in the company, valued at approximately $899,719.20. This trade represents a 5.63% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.50% of the stock is owned by company insiders.

Institutional Trading of Masco

Institutional investors have recently made changes to their positions in the stock. Bard Associates Inc. purchased a new position in shares of Masco during the fourth quarter valued at approximately $25,000. Rossby Financial LCC grew its position in 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 during the period. Sunbelt Securities Inc. purchased a new stake in Masco during the 3rd quarter valued at $26,000. Bogart Wealth LLC lifted its holdings in shares of Masco by 2,550.0% during the 4th quarter. Bogart Wealth LLC now owns 424 shares of the construction company’s stock valued at $27,000 after buying an additional 408 shares during the period. Finally, Elevation Point Wealth Partners LLC purchased a new position in shares of Masco in the 2nd quarter worth $28,000. Hedge funds and other institutional investors own 93.91% of the company’s stock.

Key Masco News

Here are the key news stories impacting Masco this week:

• Positive Sentiment: Zacks Research raised several near-term EPS estimates for MAS (Q1, Q2, Q4 2026) and nudged FY2026 forecasts upward, signaling improved near-term earnings visibility versus prior assumptions.
• Positive Sentiment: Zacks Style Scores flagged Masco as a top-ranked value stock, which can attract value-oriented investors looking for dividend/valuation plays. Masco (MAS) is a Top-Ranked Value Stock: Should You Buy?
• Neutral Sentiment: Masco presented at the Raymond James Institutional Investor Conference — investor outreach that helps management communicate strategy and guidance but didn’t contain a single market-moving surprise in the public transcript. Masco Presents at 47th Annual Raymond James Institutional Investor Conference Transcript
• Neutral Sentiment: Recent valuation pieces examine whether Masco’s pullback creates a buying opportunity or reflects weaker short-term momentum — useful context for investors deciding between value entry and waiting for clearer operational signs. Assessing Masco (MAS) Valuation After Recent Share Price Pullback And Mixed Short Term Returns
• Neutral Sentiment: Another market piece discusses whether current pricing reflects longer-term gains or recent weakness — reinforces mixed analyst views on timing and valuation. Is Masco (MAS) Pricing Reflect Longer Term Gains Or Recent Share Price Weakness
• Negative Sentiment: Offsetting the near-term raises, Zacks trimmed several mid-to-longer-term estimates (FY2027, parts of 2026–2027 quarters and some 2028 projections), which signals analyst caution about sustained growth beyond FY2026 and could limit near-term multiple expansion.

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.