Zacks Research Has Pessimistic Outlook of Masco Q2 Earnings

Masco Co. (NYSE:MAS) – Research analysts at Zacks Research dropped their Q2 2025 EPS estimates for shares of Masco in a research report issued on Wednesday, May 14th. Zacks Research analyst R. Department now expects that the construction company will post earnings per share of $1.04 for the quarter, down from their prior forecast of $1.26. The consensus estimate for Masco’s current full-year earnings is $4.34 per share. Zacks Research also issued estimates for Masco’s Q1 2026 earnings at $0.82 EPS, Q2 2026 earnings at $1.16 EPS, Q3 2026 earnings at $1.00 EPS, Q4 2026 earnings at $0.94 EPS and FY2027 earnings at $4.90 EPS.

A number of other research firms have also weighed in on MAS. The Goldman Sachs Group lowered their price target on shares of Masco from $82.00 to $73.00 and set a “buy” rating for the company in a report on Thursday, April 24th. Robert W. Baird cut their target price on shares of Masco from $72.00 to $70.00 and set an “outperform” rating on the stock in a research note on Thursday, April 24th. Royal Bank of Canada reduced their price target on shares of Masco from $74.00 to $62.00 and set a “sector perform” rating on the stock in a research report on Thursday, April 24th. Loop Capital set a $62.00 price objective on Masco and gave the company a “hold” rating in a research note on Thursday, April 24th. Finally, Zelman & Associates raised Masco to a “strong-buy” rating in a report on Friday, January 17th. Ten analysts have rated the stock with a hold rating, six have given a buy rating and one has given a strong buy rating to the company’s stock. According to MarketBeat.com, Masco currently has an average rating of “Hold” and an average target price of $73.63.

Masco Stock Up 0.9%

Shares of MAS opened at $67.27 on Friday. Masco has a fifty-two week low of $56.55 and a fifty-two week high of $86.70. The company’s fifty day moving average is $64.88 and its two-hundred day moving average is $73.00. The firm has a market cap of $14.19 billion, a PE ratio of 17.89, a price-to-earnings-growth ratio of 1.94 and a beta of 1.23. The company has a quick ratio of 1.15, a current ratio of 1.75 and a debt-to-equity ratio of 20.74.

Masco (NYSE:MAS) last released its quarterly earnings results on Wednesday, April 23rd. The construction company reported $0.87 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.92 by ($0.05). Masco had a return on equity of 838.32% and a net margin of 10.50%. The firm had revenue of $1.80 billion for the quarter, compared to analyst estimates of $1.84 billion. During the same period last year, the firm earned $0.93 EPS. The company’s quarterly revenue was down 6.5% compared to the same quarter last year.

Hedge Funds Weigh In On Masco

A number of large investors have recently made changes to their positions in the business. Nuveen LLC purchased a new position in Masco during the first quarter valued at approximately $126,057,000. Norges Bank purchased a new position in shares of Masco during the 4th quarter valued at $129,306,000. Wealthquest Corp acquired a new position in shares of Masco in the first quarter worth $111,722,000. Invesco Ltd. raised its holdings in shares of Masco by 47.4% during the first quarter. Invesco Ltd. now owns 4,159,518 shares of the construction company’s stock worth $289,253,000 after acquiring an additional 1,337,889 shares in the last quarter. Finally, Vanguard Group Inc. boosted its position in Masco by 3.8% during the first quarter. Vanguard Group Inc. now owns 27,092,099 shares of the construction company’s stock valued at $1,883,985,000 after purchasing an additional 984,403 shares during the last quarter. Institutional investors and hedge funds own 93.91% of the company’s stock.

Insider Buying and Selling at Masco

In other news, CEO Keith J. Allman sold 21,723 shares of the stock in a transaction on Wednesday, February 26th. The stock was sold at an average price of $76.36, for a total value of $1,658,768.28. Following the completion of the sale, the chief executive officer now owns 60,267 shares in the company, valued at $4,601,988.12. This represents a 26.49% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, VP Renee Straber sold 3,139 shares of the firm’s stock in a transaction on Tuesday, March 11th. The stock was sold at an average price of $71.78, for a total value of $225,317.42. Following the completion of the sale, the vice president now directly owns 33,027 shares of the company’s stock, valued at approximately $2,370,678.06. This trade represents a 8.68% decrease in their position. The disclosure for this sale can be found here. Insiders own 0.50% of the company’s stock.

Masco Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, June 9th. Shareholders of record on Friday, May 23rd will be issued a dividend of $0.31 per share. The ex-dividend date is Friday, May 23rd. This represents a $1.24 annualized dividend and a yield of 1.84%. Masco’s payout ratio is presently 33.88%.

Masco Company Profile

Masco Corporation designs, manufactures, and distributes home improvement and building products in North America, Europe, and internationally. The company's Plumbing Products segment offers faucets, showerheads, handheld showers, valves, bath hardware and accessories, bathing units, shower bases and enclosures, sinks, toilets, acrylic tubs, shower trays, spas, exercise pools, and fitness systems; brass, copper, and composite plumbing system components; connected water products; thermoplastic solutions, extruded plastic profiles, specialized fabrications, and PEX tubing products; and other non-decorative plumbing products.