Masco (NYSE:MAS) Stock Gets Price Target Boost from UBS Group

Key Points

• UBS Group raised Masco’s price target from $94 to $98 and maintained a “buy” rating, implying approximately 24% upside from the reported share price of $79.05.
• Masco exceeded quarterly expectations, reporting adjusted 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: seven analysts rate Masco a buy, 11 hold and one sell, producing a consensus “hold” rating and an average target price of $80.65.

Masco (NYSE:MAS - Get Free Report) had its target price boosted by UBS Group from $94.00 to $98.00 in a research report issued to clients and investors on Thursday, Benzinga reports. The brokerage currently has a "buy" rating on the construction company's stock. UBS Group's target price would indicate a potential upside of 23.97% from the stock's current price.

A number of other research firms have also issued reports on MAS. Weiss Ratings raised Masco from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Friday, October 16th. Evercore downgraded Masco from an "outperform" rating to an "in-line" rating and set a $78.00 price target for the company. in a research report on Thursday, July 30th. DA Davidson set a $82.00 price target on Masco in a report on Thursday. Wells Fargo & Company upped their price objective on Masco from $82.00 to $85.00 and gave the company an "overweight" rating in a research report on Thursday. Finally, Zacks Research lowered Masco from a "strong-buy" rating to a "hold" rating in a research note on Friday, August 14th. 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. According to MarketBeat, the company currently has an average rating of "Hold" and a consensus target price of $80.65.

Masco Price Performance

NYSE MAS traded up $3.00 during trading hours on Thursday, reaching $79.05. The company's stock had a trading volume of 1,108,318 shares, compared to its average volume of 2,578,961. The stock has a market cap of $15.59 billion, a PE ratio of 18.17, a PEG ratio of 1.92 and a beta of 1.30. Masco has a fifty-two week low of $58.16 and a fifty-two week high of $83.64. The company's 50-day moving average is $71.01 and its two-hundred day moving average is $70.77. The company has a debt-to-equity ratio of 109.07, a quick ratio of 1.22 and a current ratio of 1.86.

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

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of MAS. Mirae Asset Global Investments Co. Ltd. acquired a new position in Masco in the third quarter worth about $3,379,000. ProShare Advisors LLC increased its holdings in shares of Masco by 15.7% in the 3rd quarter. ProShare Advisors LLC now owns 43,001 shares of the construction company's stock valued at $2,898,000 after acquiring an additional 5,835 shares during the last quarter. Vise Technologies Inc. increased its stake in Masco by 29.0% during the third quarter. Vise Technologies Inc. now owns 18,421 shares of the construction company's stock valued at $1,242,000 after purchasing an additional 4,142 shares during the last quarter. MGO One Seven LLC grew its position in shares of Masco by 20.0% during the 3rd quarter. MGO One Seven LLC now owns 18,920 shares of the construction company's stock valued at $1,275,000 after buying an additional 3,148 shares during the last quarter. Finally, State of Wyoming raised its position in shares of Masco by 13.6% during the 3rd quarter. State of Wyoming now owns 10,473 shares of the construction company's stock worth $706,000 after purchasing an additional 1,253 shares during the period. 93.91% of the stock is currently owned by institutional investors and hedge funds.

Masco News Summary

Here are the key news stories impacting Masco this week:

• Positive Sentiment: Masco reported third-quarter adjusted EPS of approximately $1.19, ahead of consensus estimates near $1.02, while sales reached $1.966 billion versus expectations of about $1.93 billion. Revenue increased roughly 3% year over year, operating profit rose 12%, and operating margin expanded to 17.2% from 15.8%. Masco Q3 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Management raised its 2026 outlook, with reports indicating an EPS target of $4.65-$4.75 and an operating-margin goal of 18%-18.5%. The guidance increase reinforces expectations for continued cost control and profitability improvements. Masco Forecasts 2026 EPS and Operating Margin
• Positive Sentiment: Several analysts raised their price targets following the results. Truist increased its target to $90 and upgraded Masco to Buy, while Deutsche Bank raised its target to $80 and RBC increased its target to $74. Barclays, Baird and Wells Fargo also lifted their targets, although most retained neutral or equivalent ratings.
• Positive Sentiment: The board declared a quarterly dividend of $0.32 per share, equivalent to $1.28 annually and a yield of approximately 1.6%. Masco also returned capital through dividends and share repurchases during the quarter. Masco Declares Dividend
• Neutral Sentiment: Despite the earnings beat, Bank of America maintained a Sell rating with a $70 target, citing Masco’s valuation and potential earnings headwinds. Other analysts’ target increases generally imply limited upside from the current trading level, suggesting expectations are already elevated.
• Negative Sentiment: Sales growth remains moderate, and commentary around tightening margins and future earnings headwinds could limit further gains if housing, renovation or construction demand weakens. Decorative Architectural Products sales were reportedly flat, while Plumbing Products grew about 4%.

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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