Teacher Retirement System of Texas Acquires 105,110 Shares of Masco Corporation $MAS

Key Points

• Teacher Retirement System of Texas increased its stake in Masco (NYSE:MAS) by 40.4%, buying 105,110 shares to hold 365,472 shares valued at about $23.19 million (≈0.18% of the company).
• Masco posted a Q1 EPS beat ($1.04 vs. $0.88), reaffirmed FY26 guidance ($4.10–$4.30), raised share-deployment to at least $800M and has a $2.0B buyback authorization while increasing its quarterly dividend to $0.32.
• Institutional investors own about 93.91% of Masco, and analysts' consensus rating is "Hold" with an average target price of $79.80.

Teacher Retirement System of Texas raised its position in Masco Corporation (NYSE:MAS - Free Report) by 40.4% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 365,472 shares of the construction company's stock after purchasing an additional 105,110 shares during the period. Teacher Retirement System of Texas owned approximately 0.18% of Masco worth $23,193,000 as of its most recent filing with the SEC.

Several other large investors have also recently bought and sold shares of MAS. Nordea Investment Management AB increased its position in shares of Masco by 6.5% during the fourth quarter. Nordea Investment Management AB now owns 4,371,864 shares of the construction company's stock worth $278,619,000 after acquiring an additional 267,012 shares in the last quarter. Mediolanum International Funds Ltd bought a new stake in shares of Masco during the third quarter worth $16,398,000. World Investment Advisors increased its position in shares of Masco by 819.8% during the third quarter. World Investment Advisors now owns 54,745 shares of the construction company's stock worth $3,853,000 after acquiring an additional 48,793 shares in the last quarter. CWA Asset Management Group LLC increased its position in shares of Masco by 33.4% during the third quarter. CWA Asset Management Group LLC now owns 62,922 shares of the construction company's stock worth $4,429,000 after acquiring an additional 15,770 shares in the last quarter. Finally, Swiss Life Asset Management Ltd increased its position in shares of Masco by 347.5% during the third quarter. Swiss Life Asset Management Ltd now owns 102,810 shares of the construction company's stock worth $7,237,000 after acquiring an additional 79,834 shares in the last quarter. Institutional investors own 93.91% of the company's stock.

Trending Headlines about Masco

Here are the key news stories impacting Masco this week:

• Positive Sentiment: Q1 EPS beat and margin gains — Masco reported $1.04 EPS vs. $0.88 expected, driven by pricing, cost savings and plumbing-product strength; investors cheered the double beat and margin improvement. Read More.
• Positive Sentiment: Management reaffirmed FY26 EPS range ($4.10–$4.30) and raised share-deployment to at least $800M, signaling capital-return confidence that supports the stock. Read More.
• Positive Sentiment: Volume gains, product expansion and cost actions contributed to outperformance — management highlighted expanding product mixes and volume recovery in renovation end markets as durable drivers. Read More.
• Positive Sentiment: Street reaction largely upgraded — several analysts raised forecasts after the strong quarter, reinforcing investor confidence in the turnaround. Read More.
• Neutral Sentiment: Revenue missed consensus ($1.92B vs. ~$2.07B), which is a cautionary datapoint despite the EPS beat; investors are weighing mix and timing effects. Read More.
• Neutral Sentiment: Some analysts trimmed price targets but kept constructive stances — Citigroup cut its PT to $79 and set a neutral rating, leaving modest upside vs. current levels. Read More.
• Negative Sentiment: Other broker downgrades/target cuts — Bank of America and BMO lowered targets/expectations (BofA to $61), which could cap near-term upside if more firms follow. Read More. • Read More.

Masco Stock Performance

Shares of MAS stock opened at $75.41 on Friday. The stock has a market cap of $15.30 billion, a P/E ratio of 18.71, a P/E/G ratio of 2.10 and a beta of 1.29. The company has a fifty day moving average price of $65.61 and a two-hundred day moving average price of $65.95. Masco Corporation has a one year low of $58.16 and a one year high of $79.19. The company has a debt-to-equity ratio of 109.07, a current ratio of 1.75 and a quick ratio of 1.14.

Masco (NYSE:MAS - Get Free Report) last issued its quarterly earnings data on Wednesday, April 22nd. The construction company reported $1.04 earnings per share for the quarter, beating the consensus estimate of $0.88 by $0.16. Masco had a net margin of 10.90% and a return on equity of 815.20%. The company had revenue of $1.92 billion for the quarter, compared to analyst estimates of $2.07 billion. During the same period in the prior year, the firm earned $0.87 earnings per share. The company's revenue was up 6.5% on a year-over-year basis. Masco has set its FY 2026 guidance at 4.100-4.300 EPS. As a group, equities analysts predict that Masco Corporation will post 4.19 EPS for the current year.

Masco announced that its Board of Directors has initiated a stock repurchase plan on Tuesday, February 10th that authorizes the company to buyback $2.00 billion in outstanding shares. This buyback authorization authorizes the construction company to repurchase up to 13.5% of its shares through open market purchases. Shares buyback plans are generally a sign that the company's management believes its stock is undervalued.

Masco Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, March 9th. Shareholders of record on Friday, February 20th were issued a $0.32 dividend. The ex-dividend date of this dividend was Friday, February 20th. This represents a $1.28 annualized dividend and a yield of 1.7%. This is an increase from Masco's previous quarterly dividend of $0.31. Masco's payout ratio is 33.25%.

Insider Buying and Selling

In other Masco news, CAO Heath M. Eisman sold 747 shares of the firm's stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $71.92, for a total value of $53,724.24. Following the transaction, the chief accounting officer directly owned 12,510 shares of the company's stock, valued at $899,719.20. This trade represents a 5.63% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.55% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

Several equities research analysts have recently issued reports on MAS shares. UBS Group increased their price objective on shares of Masco from $96.00 to $97.00 and gave the stock a "buy" rating in a research report on Thursday. Wells Fargo & Company increased their target price on shares of Masco from $70.00 to $82.00 and gave the stock an "overweight" rating in a report on Thursday. The Goldman Sachs Group increased their target price on shares of Masco from $79.00 to $90.00 and gave the stock a "buy" rating in a report on Thursday. Bank of America reduced their target price on shares of Masco from $69.00 to $61.00 and set an "underperform" rating for the company in a report on Monday. Finally, BMO Capital Markets reduced their target price on shares of Masco from $77.00 to $75.00 and set a "market perform" rating for the company in a report on Monday. Seven analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of "Hold" and a consensus target price of $79.80.

Masco Company 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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