Barclays Forecasts Strong Price Appreciation for Masco (NYSE:MAS) Stock

Key Points

• Barclays raised Masco’s price target from $79 to $82 while maintaining an “equal weight” rating, implying about 3.2% upside from the prior close. Analysts overall hold a consensus “Hold” rating with an average target of $80.41.
• Masco shares rose 4.5% to $79.45 after the company reported quarterly EPS of $1.19, beating the $1.02 estimate, and revenue of $1.97 billion, above expectations.
• Analyst sentiment remains mixed: Truist and Goldman Sachs maintained bullish views with targets of $90 and $95, while Evercore and Melius Research rated the stock “In-Line” or “Hold.” Institutional investors own approximately 93.9% of Masco’s shares.

Masco (NYSE:MAS - Get Free Report) had its price objective upped by investment analysts at Barclays from $79.00 to $82.00 in a note issued to investors on Thursday, Benzinga reports. The firm presently has an "equal weight" rating on the construction company's stock. Barclays's target price would suggest a potential upside of 3.21% from the company's previous close.

A number of other equities research analysts have also weighed in on MAS. Truist Financial raised their price target on shares of Masco from $85.00 to $90.00 and gave the company a "buy" rating in a report on Thursday. Evercore lowered shares of Masco from an "outperform" rating to an "in-line" rating and set a $78.00 price objective on the stock. in a report on Thursday, July 30th. The Goldman Sachs Group reissued a "buy" rating and issued a $95.00 price objective on shares of Masco in a research report on Wednesday. Melius Research started coverage on Masco in a research note on Tuesday, October 6th. They set a "hold" rating and a $75.00 target price for the company. Finally, UBS Group dropped their target price on Masco from $97.00 to $94.00 and set a "buy" rating on the stock in a research report on Thursday, July 30th. Seven equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat.com, the company presently has a consensus rating of "Hold" and an average target price of $80.41.

Masco Stock Up 4.5%

Masco stock traded up $3.40 during midday trading on Thursday, hitting $79.45. 493,746 shares of the company were exchanged, compared to its average volume of 2,575,641. The company's fifty day moving average price is $71.01 and its 200-day moving average price is $70.77. The company has a market cap of $15.67 billion, a PE ratio of 18.28, a price-to-earnings-growth ratio of 1.92 and a beta of 1.30. 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 has a fifty-two week low of $58.16 and a fifty-two week high of $83.64.

Masco (NYSE:MAS - Get Free Report) last released its quarterly earnings results on Wednesday, October 28th. The construction company reported $1.19 earnings per share for the quarter, topping analysts' consensus estimates of $1.02 by $0.17. Masco had a return on equity of 2,379.08% and a net margin of 11.61%. The firm had revenue of $1.97 billion during the quarter, compared to analysts' expectations of $1.93 billion. During the same quarter in the prior year, the business earned $0.97 EPS. Masco's quarterly revenue was up 2.6% compared to the same quarter last year. On average, research analysts predict that Masco will post 4.52 EPS for the current fiscal year.

Hedge Funds Weigh In On Masco

Large investors have recently modified their holdings of the stock. Childress Capital Advisors LLC lifted its holdings in shares of Masco by 4.9% in the third quarter. Childress Capital Advisors LLC now owns 3,181 shares of the construction company's stock valued at $214,000 after buying an additional 149 shares during the period. Ritholtz Wealth Management boosted its stake 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 buying an additional 150 shares in the last quarter. Kingswood Wealth Advisors LLC boosted its stake in Masco by 1.4% during the third quarter. Kingswood Wealth Advisors LLC now owns 11,275 shares of the construction company's stock valued at $760,000 after buying an additional 151 shares in the last quarter. Steph & Co. boosted its stake in Masco by 6.6% during the third quarter. Steph & Co. now owns 2,465 shares of the construction company's stock valued at $166,000 after buying an additional 152 shares in the last quarter. Finally, Interchange Capital Partners LLC grew its holdings in Masco by 3.2% during the third quarter. Interchange Capital Partners LLC now owns 5,443 shares of the construction company's stock worth $367,000 after acquiring an additional 169 shares during the period. Institutional investors own 93.91% of the company's stock.

More Masco News

Here are the key news stories impacting Masco this week:

• Positive Sentiment: Q3 earnings beat expectations: Masco reported adjusted EPS of $1.19, above the $1.02 consensus estimate, while sales of approximately $1.97 billion also topped forecasts. EPS increased from $0.97 a year earlier, supported by pricing, cost savings and operating leverage. Masco's Q3 Earnings Beat on Pricing and Cost Savings, Stock Rises
• Positive Sentiment: Margins improved materially: Operating profit rose 12% and operating margin expanded to 17.2% from 15.8%, while gross margin increased 240 basis points to 36.6%. Plumbing Products sales grew 4%, helping offset flat sales in Decorative Architectural Products. Masco Third-Quarter Sales Rise 3% to $1.97 Billion
• Positive Sentiment: 2026 outlook was raised: Management increased its full-year adjusted EPS guidance to $4.65-$4.75 and is targeting an 18%-18.5% operating margin. The company also issued fourth-quarter earnings guidance, reinforcing expectations for continued profitability. Masco forecasts 2026 EPS and operating margin
• Positive Sentiment: Shareholder returns continued: Masco declared a quarterly dividend of $0.32 per share, payable November 23, and returned $322 million through dividends and share repurchases during the quarter. Masco declares $0.32 dividend
• Neutral Sentiment: Mixed analyst signals: Robert W. Baird raised its price target from $80 to $82 but maintained a Neutral rating, while Wells Fargo increased its target to $85 from $82. These revisions suggest modest additional upside but limited conviction.
• Negative Sentiment: Valuation and future headwinds remain concerns: Bank of America reiterated its Sell rating with a $70 price target, citing Masco’s relatively rich valuation and potential earnings pressure despite the stronger results and guidance. Masco Sell rating from Bank of America

About Masco

Masco Corporation NYSE: MAS is a manufacturer of branded home improvement and building products. The company's portfolio includes faucets, showering and bathing products, architectural coatings, decorative hardware and related products sold to residential and commercial customers.

Masco operates through two principal areas: Plumbing Products and Decorative Architectural Products. Its brands include Delta Faucet, Brizo, Hansgrohe, Behr Paint and Kichler Lighting, among others. These products are distributed through home improvement retailers, specialty dealers, distributors and other channels.

Founded in 1929 by Alex Manoogian, Masco is headquartered in Livonia, Michigan, and serves customers primarily in North America and Europe, with products sold in additional international markets.

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