Landscape Capital Management L.L.C. Invests $643,000 in Masco Corporation $MAS

Landscape Capital Management L.L.C. acquired a new stake in Masco Corporation (NYSE:MAS) during the second quarter, HoldingsChannel.com reports. The fund acquired 7,900 shares of the construction company’s stock, valued at approximately $643,000.

Other large investors also recently modified their holdings of the company. Covestor Ltd lifted its holdings in Masco by 20.7% in the fourth quarter. Covestor Ltd now owns 829 shares of the construction company’s stock valued at $53,000 after buying an additional 142 shares during the period. Ritholtz Wealth Management boosted its position in Masco by 3.9% during the first quarter. Ritholtz Wealth Management now owns 4,017 shares of the construction company’s stock valued at $242,000 after acquiring an additional 150 shares during the last quarter. Andina Capital Management LLC boosted its position in Masco by 2.4% during the fourth quarter. Andina Capital Management LLC now owns 6,565 shares of the construction company’s stock valued at $417,000 after acquiring an additional 154 shares during the last quarter. Dorsey & Whitney Trust CO LLC grew its holdings in Masco by 3.5% during the 4th quarter. Dorsey & Whitney Trust CO LLC now owns 4,945 shares of the construction company’s stock worth $314,000 after acquiring an additional 167 shares during the period. Finally, Fayez Sarofim & Co raised its position in shares of Masco by 0.7% in the 4th quarter. Fayez Sarofim & Co now owns 26,075 shares of the construction company’s stock worth $1,655,000 after acquiring an additional 180 shares in the last quarter. 93.91% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of research analysts have recently issued reports on the company. Evercore downgraded Masco from an “outperform” rating to an “in-line” rating and set a $78.00 price objective on the stock. in a research note on Thursday, July 30th. Citigroup decreased their target price on Masco from $79.00 to $77.00 and set a “neutral” rating for the company in a research note on Friday, July 31st. UBS Group lowered their target price on Masco from $97.00 to $94.00 and set a “buy” rating for the company in a report on Thursday, July 30th. Truist Financial dropped their price target on Masco from $90.00 to $85.00 and set a “buy” rating on the stock in a research note on Thursday, July 30th. Finally, Wells Fargo & Company increased their price target on Masco from $85.00 to $87.00 and gave the stock an “overweight” rating in a report on Tuesday, July 14th. Seven analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, Masco presently has an average rating of “Hold” and a consensus price target of $79.87.

More Masco News

Here are the key news stories impacting Masco this week:

• Positive Sentiment: Zacks raised its FY2026 EPS forecast to $4.49 from $4.27, a meaningful improvement, and increased its FY2027 forecast slightly to $4.71 from $4.69.
• Positive Sentiment: Quarterly estimates also improved for Q1 2027, to $1.12 from $1.10; Q2 2027, to $1.42 from $1.35; and Q1 2028, to $1.28 from $1.22. These increases indicate some expectations for stronger earnings in portions of the forward period.
• Neutral Sentiment: The current-year analyst consensus remains $4.52 per share, close to Zacks’ revised FY2026 estimate. Zacks also projects FY2028 EPS of $5.17, although that forecast was reduced from $5.25.
• Negative Sentiment: Zacks cut estimates for several periods: Q3 2026 EPS to $0.99 from $1.04, Q4 2026 to $0.82 from $0.91, Q3 2027 to $1.13 from $1.18, Q4 2027 to $1.03 from $1.07, and Q2 2028 to $1.39 from $1.43.
• Negative Sentiment: The broad reduction to the FY2028 outlook suggests analysts see some pressure on Masco’s longer-term earnings growth. Combined with the lower near-term quarterly forecasts, the revisions are likely a modest headwind for MAS, even though select annual and quarterly estimates were raised.

Masco Price Performance

MAS stock opened at $73.39 on Monday. The stock has a market capitalization of $14.47 billion, a PE ratio of 16.87, a price-to-earnings-growth ratio of 1.86 and a beta of 1.30. The company’s 50-day moving average is $76.80 and its 200-day moving average is $71.03. The company has a debt-to-equity ratio of 109.07, a current ratio of 1.86 and a quick ratio of 1.22. Masco Corporation has a 1 year low of $58.16 and a 1 year high of $83.64.

Masco (NYSE:MAS) last issued its earnings results on Wednesday, July 29th. The construction company reported $1.64 EPS for the quarter, beating the consensus estimate of $1.32 by $0.32. Masco had a return on equity of 2,379.08% and a net margin of 11.61%.The company had revenue of $1.99 billion during the quarter, compared to the consensus estimate of $2.08 billion. During the same period last year, the business posted $1.30 EPS. The firm’s revenue for the quarter was down 2.9% compared to the same quarter last year. Masco has set its FY 2026 guidance at 4.400-4.600 EPS. Equities research analysts expect that Masco Corporation will post 4.52 EPS for the current fiscal year.

Masco declared that its board has authorized a share repurchase plan on Thursday, May 7th that allows the company to repurchase $300.00 million in outstanding shares. This repurchase authorization allows the construction company to repurchase up to 2.1% of its shares through open market purchases. Shares repurchase plans are typically a sign that the company’s management believes its shares are undervalued.

Masco Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, August 28th. Investors of record on Monday, August 24th will be given a $0.32 dividend. The ex-dividend date of this dividend is Monday, August 24th. This represents a $1.28 annualized dividend and a yield of 1.7%. Masco’s dividend payout ratio (DPR) is presently 29.43%.

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.