Masco (NYSE:MAS) Releases FY 2026 Earnings Guidance

Masco (NYSE:MAS) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 4.100-4.300 for the period, compared to the consensus estimate of 4.180. The company issued revenue guidance of -.

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on the stock. Citigroup upped 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. Weiss Ratings lowered shares of Masco from a “buy (b-)” rating to a “hold (c+)” rating in a report on Monday, March 9th. Robert W. Baird reduced their target price on shares of Masco from $82.00 to $72.00 and set a “neutral” rating on the stock in a report on Tuesday. Zelman & Associates lowered shares of Masco to a “hold” rating in a report on Wednesday, February 11th. Finally, Evercore upgraded shares of Masco from an “in-line” rating to an “outperform” rating and set a $78.00 target price on the stock in a report on Monday, April 13th. Seven equities research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, Masco currently has a consensus rating of “Hold” and an average target price of $74.25.

Masco Trading Down 0.1%

Shares of MAS stock opened at $66.62 on Wednesday. The firm has a market cap of $13.52 billion, a P/E ratio of 17.30, a PEG ratio of 1.89 and a beta of 1.29. Masco has a 1-year low of $56.55 and a 1-year high of $79.19. The company has a debt-to-equity ratio of 38.75, a current ratio of 1.81 and a quick ratio of 1.14. The firm’s 50-day simple moving average is $65.71 and its 200-day simple moving average is $65.82.

Masco (NYSE:MAS) last announced its quarterly earnings data on Wednesday, April 22nd. The construction company reported $1.04 earnings per share for the quarter, missing the consensus estimate of $1.31 by ($0.27). The company had revenue of $1.92 billion for the quarter, compared to analysts’ expectations of $2.07 billion. Masco had a return on equity of 856.70% and a net margin of 10.71%.Masco has set its FY 2026 guidance at 4.100-4.300 EPS. As a group, equities analysts forecast that Masco will post 4.18 EPS for the current year.

Masco Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, March 9th. Stockholders of record on Friday, February 20th were issued a dividend of $0.32 per share. This represents a $1.28 annualized dividend and a dividend yield of 1.9%. The ex-dividend date was Friday, February 20th. This is an increase from Masco’s previous quarterly dividend of $0.31. Masco’s payout ratio is currently 33.25%.

Masco declared that its Board of Directors has authorized a stock buyback program on Tuesday, February 10th that authorizes the company to buyback $2.00 billion in outstanding shares. This buyback authorization authorizes the construction company to repurchase up to 13.5% of its stock through open market purchases. Stock buyback programs are generally an indication that the company’s board of directors believes its stock is undervalued.

Insider Buying and Selling at Masco

In other news, CAO Heath M. Eisman sold 747 shares of the 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 transaction, 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 position. The sale was disclosed in a legal filing with the SEC, which is available at this link. 0.55% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of MAS. Van Diest Capital LLC acquired a new stake in Masco during the 4th quarter worth approximately $209,000. Invesco Ltd. increased its position in Masco by 18.0% during the 4th quarter. Invesco Ltd. now owns 3,405,974 shares of the construction company’s stock worth $216,143,000 after purchasing an additional 518,679 shares in the last quarter. Corient Private Wealth LLC increased its position in Masco by 504.0% during the 4th quarter. Corient Private Wealth LLC now owns 226,741 shares of the construction company’s stock worth $14,389,000 after purchasing an additional 189,203 shares in the last quarter. Alberta Investment Management Corp increased its position in Masco by 24.3% during the 4th quarter. Alberta Investment Management Corp now owns 53,700 shares of the construction company’s stock worth $3,408,000 after purchasing an additional 10,500 shares in the last quarter. Finally, Vident Advisory LLC increased its position in Masco by 57.8% during the 4th quarter. Vident Advisory LLC now owns 74,710 shares of the construction company’s stock worth $4,741,000 after purchasing an additional 27,367 shares in the last quarter. 93.91% of the stock is currently owned by hedge funds and other institutional investors.

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.