Masco (NYSE:MAS) Given New $82.00 Price Target at Robert W. Baird

Key Points

• Robert W. Baird raised Masco’s price target to $82 from $80 while maintaining a “neutral” rating, implying roughly 7.6% upside from the prior close.
• Masco’s latest quarterly results exceeded expectations, with EPS of $1.19 versus the $1.02 consensus and revenue of $1.97 billion, up 2.6% year over year.
• Analyst sentiment remains mixed: the consensus rating is “Hold” with a $79.65 target, while Bank of America maintained a “Sell” rating and cited valuation concerns despite strong results and improved guidance.

Masco (NYSE:MAS - Get Free Report) had its price target hoisted by investment analysts at Robert W. Baird from $80.00 to $82.00 in a report issued on Thursday, Benzinga reports. The brokerage presently has a "neutral" rating on the construction company's stock. Robert W. Baird's price objective points to a potential upside of 7.60% from the stock's previous close.

Other analysts also recently issued research reports about the stock. Evercore downgraded shares of Masco from an "outperform" rating to an "in-line" rating and set a $78.00 price objective for the company. in a report on Thursday, July 30th. Royal Bank Of Canada lowered their price target on shares of Masco from $72.00 to $69.00 and set a "sector perform" rating on the stock in a research report on Wednesday, October 7th. Wells Fargo & Company reiterated an "overweight" rating on shares of Masco in a research note on Thursday. The Goldman Sachs Group reiterated a "buy" rating and issued a $95.00 price target on shares of Masco in a research report on Wednesday. Finally, Weiss Ratings upgraded Masco from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Friday, October 16th. Seven research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat.com, the company currently has a consensus rating of "Hold" and a consensus target price of $79.65.

Masco Stock Up 1.4%

Shares of NYSE:MAS opened at $76.20 on Thursday. The stock has a market cap of $15.03 billion, a price-to-earnings ratio of 17.52, a PEG ratio of 1.92 and a beta of 1.30. The business's 50 day moving average is $71.01 and its 200 day moving average is $70.77. Masco has a 12-month low of $58.16 and a 12-month high of $83.64. The company has a quick ratio of 1.22, a current ratio of 1.86 and a debt-to-equity ratio of 109.07.

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, beating analysts' consensus estimates of $1.02 by $0.17. The company had revenue of $1.97 billion for the quarter, compared to analyst estimates of $1.93 billion. Masco had a net margin of 11.61% and a return on equity of 2,379.08%. The firm's revenue was up 2.6% on a year-over-year basis. During the same period last year, the firm earned $0.97 earnings per share. On average, sell-side analysts forecast that Masco will post 4.52 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Masco

Large investors have recently bought and sold shares of the stock. Bell Investment Advisors Inc acquired a new stake in shares of Masco in the 2nd quarter valued at about $32,000. Latitude Advisors LLC acquired a new position in Masco during the third quarter worth approximately $30,000. Pension & Wealth Management Advisors Inc. purchased a new stake in Masco in the third quarter valued at approximately $36,000. Johnson Financial Group Inc. purchased a new stake in Masco in the second quarter valued at approximately $49,000. Finally, Trust Co. of Vermont acquired a new stake in shares of Masco in the second quarter valued at approximately $53,000. 93.91% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Masco

Here are the key news stories impacting Masco this week:

• Positive Sentiment: Q3 results exceeded expectations: Masco reported adjusted earnings of $1.19 per share versus the $1.02 consensus estimate, while revenue rose 2.6% year over year to approximately $1.97 billion, ahead of forecasts. Masco Q3 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Margins and profitability improved: Pricing, cost savings and operational execution helped lift gross margin by 240 basis points to 36.6% and operating margin to 17.2% from 15.8%. Operating profit increased 12%, while diluted EPS rose about 30% from the prior-year quarter. Plumbing Products sales increased 4%, partially offsetting flat Decorative Architectural Products sales. Masco Third-Quarter Results
• Positive Sentiment: 2026 guidance was raised: Management forecast adjusted 2026 EPS of $4.65-$4.75 and an 18%-18.5% operating margin, signaling continued confidence in pricing and efficiency initiatives. The company also returned $322 million to shareholders through dividends and repurchases. Masco 2026 Guidance
• Positive Sentiment: Analyst support increased: Wells Fargo raised its price target to $85 from $82, reinforcing the view that improved margins and earnings guidance could support further upside. Wells Fargo Price Target Increase
• Neutral Sentiment: Masco declared a quarterly dividend of $0.32 per share, payable November 23 to shareholders of record November 6. The annualized payout is $1.28, implying a yield of roughly 1.7%. Masco Dividend Announcement
• Negative Sentiment: Valuation remains a concern: Bank of America reiterated a Sell rating with a $70 price target, arguing that Masco’s strong results and higher guidance are offset by a rich valuation and looming earnings headwinds. With shares around $76, the target implies downside risk. Bank of America Sell Rating

Masco Company Profile

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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