Barclays PLC Lowers Holdings in Masco Corporation $MAS

Key Points

• Barclays PLC trimmed its stake in Masco by 6.8% in Q3, selling 35,489 shares and leaving it with 485,743 shares worth about $34.2 million.
• Masco authorized a $2.0 billion buyback (up to 13.5% of shares) and raised its quarterly dividend to $0.32 (annualized $1.28, ~2.0% yield).
• Masco posted an EPS beat ($0.82 vs. $0.78) while revenue was slightly down year‑over‑year, set FY2026 guidance of $4.10–4.30 EPS, and carries an analyst consensus of "Hold" with an average target of $76.94 versus a current share price near $63.50.

Barclays PLC reduced its stake in shares of Masco Corporation (NYSE:MAS - Free Report) by 6.8% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 485,743 shares of the construction company's stock after selling 35,489 shares during the quarter. Barclays PLC owned about 0.23% of Masco worth $34,191,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Mediolanum International Funds Ltd bought a new position in shares of Masco during the third quarter valued at approximately $16,398,000. World Investment Advisors boosted its holdings in Masco by 819.8% during the 3rd quarter. World Investment Advisors now owns 54,745 shares of the construction company's stock valued at $3,853,000 after acquiring an additional 48,793 shares during the period. FORA Capital LLC boosted its holdings in Masco by 203.9% during the 2nd quarter. FORA Capital LLC now owns 35,603 shares of the construction company's stock valued at $2,291,000 after acquiring an additional 23,887 shares during the period. CWA Asset Management Group LLC grew its position in Masco by 33.4% in the 3rd quarter. CWA Asset Management Group LLC now owns 62,922 shares of the construction company's stock valued at $4,429,000 after acquiring an additional 15,770 shares during the last quarter. Finally, Voya Financial Advisors Inc. purchased a new stake in Masco in the third quarter worth $1,245,000. Institutional investors own 93.91% of the company's stock.

Insiders Place Their Bets

In related news, CAO Heath M. Eisman sold 747 shares of Masco stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $71.92, for a total transaction of $53,724.24. Following the completion of the transaction, the chief accounting officer directly owned 12,510 shares in the company, valued at $899,719.20. The trade was a 5.63% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Company insiders own 0.50% of the company's stock.

Wall Street Analyst Weigh In

MAS has been the topic of several recent analyst reports. Zelman & Associates downgraded shares of Masco to a "hold" rating in a research note on Wednesday, February 11th. Evercore set a $78.00 price target on Masco in a research report on Wednesday, February 11th. Wells Fargo & Company raised their target price on shares of Masco from $78.00 to $85.00 and gave the company an "overweight" rating in a research report on Wednesday, February 11th. Robert W. Baird set a $82.00 price target on Masco in a research report on Wednesday, February 11th. Finally, BMO Capital Markets reissued a "market perform" rating and set a $77.00 target price on shares of Masco in a research report on Thursday, February 12th. Six research analysts have rated the stock with a Buy rating and fourteen have issued a Hold rating to the company. According to MarketBeat.com, Masco currently has an average rating of "Hold" and an average price target of $76.94.

Masco Trading Down 1.2%

Shares of NYSE MAS opened at $63.50 on Wednesday. The stock has a market capitalization of $12.93 billion, a PE ratio of 16.49, a PEG ratio of 1.82 and a beta of 1.27. Masco Corporation has a twelve month low of $56.55 and a twelve month high of $79.19. The company has a current ratio of 1.81, a quick ratio of 1.14 and a debt-to-equity ratio of 38.75. The stock has a fifty day simple moving average of $69.81 and a 200-day simple moving average of $68.16.

Masco (NYSE:MAS - Get Free Report) last released its quarterly earnings data on Tuesday, February 10th. The construction company reported $0.82 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.78 by $0.04. The business had revenue of $1.79 billion during the quarter, compared to analysts' expectations of $1.82 billion. Masco had a return on equity of 856.70% and a net margin of 10.71%.The business's quarterly revenue was down 1.9% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.89 EPS. Masco has set its FY 2026 guidance at 4.100-4.300 EPS. On average, equities analysts forecast that Masco Corporation will post 4.34 earnings per share for the current year.

Masco declared that its board has authorized a share 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 buy up to 13.5% of its shares through open market purchases. Shares buyback programs are typically an indication that the company's leadership believes its stock is undervalued.

Masco Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Monday, March 9th. Stockholders of record on Friday, February 20th were paid a dividend of $0.32 per share. This is a positive change from Masco's previous quarterly dividend of $0.31. The ex-dividend date of this dividend was Friday, February 20th. This represents a $1.28 annualized dividend and a dividend yield of 2.0%. Masco's dividend payout ratio is presently 33.25%.

Masco 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.

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