Masco (NYSE:MAS) Updates FY 2026 Earnings Guidance

Masco (NYSE:MAS) issued an update on its FY 2026 earnings guidance on Wednesday. The company provided EPS guidance of 4.400-4.600 for the period, compared to the consensus EPS estimate of 4.270. The company issued revenue guidance of -.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently commented on MAS shares. Robert W. Baird lifted their target price on Masco from $72.00 to $80.00 and gave the stock a “neutral” rating in a research note on Thursday, April 23rd. Bank of America reduced their price target on shares of Masco from $69.00 to $61.00 and set an “underperform” rating for the company in a research report on Monday, April 20th. UBS Group raised their price objective on shares of Masco from $96.00 to $97.00 and gave the stock a “buy” rating in a report on Thursday, April 23rd. Barclays lifted their price objective on shares of Masco from $78.00 to $82.00 and gave the stock an “equal weight” rating in a research report on Tuesday, July 14th. Finally, Citigroup reduced their target price on shares of Masco from $84.00 to $79.00 and set a “neutral” rating for the company in a research report on Thursday, April 23rd. One investment analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, Masco has a consensus rating of “Hold” and a consensus target price of $80.67.

Masco Stock Performance

Shares of NYSE:MAS traded down $8.67 during trading on Wednesday, hitting $72.94. 4,998,451 shares of the company were exchanged, compared to its average volume of 2,704,052. The company has a market cap of $14.71 billion, a PE ratio of 18.11, a P/E/G ratio of 2.00 and a beta of 1.29. The stock has a 50 day moving average of $75.07 and a 200 day moving average of $70.29. Masco has a 52-week low of $58.16 and a 52-week high of $83.64. The company has a debt-to-equity ratio of 109.07, a current ratio of 1.75 and a quick ratio of 1.11.

Masco (NYSE:MAS) last issued its earnings results on Wednesday, July 29th. The construction company reported $1.64 EPS for the quarter, topping the consensus estimate of $1.32 by $0.32. The business had revenue of $1.99 billion during the quarter, compared to the consensus estimate of $2.08 billion. Masco had a return on equity of 815.20% and a net margin of 10.90%.The firm’s revenue was down 2.9% compared to the same quarter last year. During the same quarter last year, the company earned $1.30 EPS. Masco has set its FY 2026 guidance at 4.400-4.600 EPS. As a group, equities research analysts predict that Masco will post 4.25 EPS for the current year.

Masco Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Monday, June 8th. Investors of record on Friday, May 22nd were issued a dividend of $0.32 per share. This represents a $1.28 dividend on an annualized basis and a yield of 1.8%. The ex-dividend date of this dividend was Friday, May 22nd. Masco’s dividend payout ratio is 31.76%.

Masco announced that its board has initiated a stock buyback program on Thursday, May 7th that permits the company to repurchase $300.00 million in outstanding shares. This repurchase authorization permits the construction company to repurchase up to 2.1% of its stock through open market purchases. Stock repurchase programs are generally a sign that the company’s board of directors believes its stock is undervalued.

Masco News Roundup

Here are the key news stories impacting Masco this week:

• Positive Sentiment: Masco reported second-quarter earnings of $1.64 per share, above the $1.32 analyst consensus and up from $1.30 a year earlier. Operating profit increased 14% to $470 million, while the operating margin expanded to 23.6%. Masco Surpasses Q2 Earnings Estimates
• Positive Sentiment: The company raised its 2026 adjusted EPS guidance to $4.40-$4.60, above the approximately $4.27 consensus estimate, signaling confidence that margin gains can continue. Masco Earnings and Guidance
• Positive Sentiment: Masco returned $454 million to shareholders through dividends and share repurchases during the quarter, supporting the company’s capital-return appeal. Masco Q2 Sales and EPS
• Neutral Sentiment: Institutional positioning was mixed in the latest quarter, with 378 investors adding shares and 359 reducing positions. Recent analyst targets also varied widely, producing a median target of $79.50.
• Negative Sentiment: Revenue fell about 3% year over year to $1.99 billion, missing the $2.08 billion consensus estimate. The sales decline was attributed in part to weaker North American volumes, raising concerns about demand in home-improvement and housing-related markets. Masco Q2 Earnings Beat and Sales Miss
• Negative Sentiment: Profitability benefited from tariff refunds, a potentially temporary tailwind. Investors may be concerned that underlying volume weakness and tariff-related cost pressure could limit the durability of the margin improvement.
• Negative Sentiment: The stock entered the report near recent highs, leaving elevated expectations. Management commentary about demand, margins, or the pace of recovery in the second half may therefore have amplified the reaction despite the earnings and guidance beats. Recent insider activity also showed five sales and no purchases over six months.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in the company. SPWM Advisors LLC bought a new position in Masco during the fourth quarter valued at approximately $483,000. PharVision Advisers LLC bought a new stake in shares of Masco in the 3rd quarter worth approximately $458,000. WINTON GROUP Ltd purchased a new stake in shares of Masco in the 2nd quarter valued at $415,000. Great Valley Advisor Group Inc. bought a new position in shares of Masco during the 4th quarter valued at $378,000. Finally, PEAK6 LLC grew its holdings in shares of Masco by 332.4% during the 4th quarter. PEAK6 LLC now owns 5,323 shares of the construction company’s stock valued at $338,000 after purchasing an additional 7,613 shares during the last quarter. Institutional investors own 93.91% of the company’s stock.

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.