Masco Corporation (NYSE:MAS) Given Average Recommendation of "Hold" by Brokerages

Key Points

• Analyst consensus: Masco has a consensus "Hold" from 20 analysts (1 sell, 12 hold, 7 buy) with an average 12‑month price target of about $80.07.
• Quarterly results: Masco beat EPS expectations at $1.04 vs. $0.88 consensus but missed revenue at $1.92B vs. $2.07B, and set FY2026 guidance of $4.10–$4.30 EPS (analysts expect $4.23).
• Shareholder returns: The company raised its quarterly dividend to $0.32 ($1.28 annual, ~1.7% yield) and authorized a $2.00 billion share repurchase plan (up to 13.5% of shares).

Masco Corporation (NYSE:MAS - Get Free Report) has been given a consensus recommendation of "Hold" by the twenty analysts that are presently covering the firm, Marketbeat.com reports. One equities research analyst has rated the stock with a sell recommendation, twelve have assigned a hold recommendation and seven have issued a buy recommendation on the company. The average twelve-month price objective among brokers that have issued ratings on the stock in the last year is $80.0667.

Several brokerages have issued reports on MAS. Evercore upgraded shares of Masco from an "in-line" rating to an "outperform" rating and set a $78.00 price target for the company in a research report on Monday, April 13th. Citigroup decreased their price target on shares of Masco from $84.00 to $79.00 and set a "neutral" rating for the company in a research report on Thursday, April 23rd. Wells Fargo & Company upped their price target on shares of Masco from $70.00 to $82.00 and gave the company an "overweight" rating in a research report on Thursday, April 23rd. JPMorgan Chase & Co. upped their price target on shares of Masco from $74.00 to $78.00 and gave the company a "neutral" rating in a research report on Friday, April 24th. Finally, Robert W. Baird increased their price target on Masco from $72.00 to $80.00 and gave the company a "neutral" rating in a research note on Thursday, April 23rd.

Insider Buying and Selling at Masco

In other news, CAO Heath M. Eisman sold 747 shares of the stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $71.92, for a total value of $53,724.24. Following the completion of the sale, the chief accounting officer owned 12,510 shares of the company's stock, valued at approximately $899,719.20. This represents a 5.63% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Insiders own 0.55% of the company's stock.

Institutional Investors Weigh In On Masco

Several large investors have recently modified their holdings of the company. Covestor Ltd increased its position in shares of Masco by 20.7% during the fourth quarter. Covestor Ltd now owns 829 shares of the construction company's stock worth $53,000 after buying an additional 142 shares during the period. Gateway Investment Advisers LLC increased its position in shares of Masco by 0.3% during the third quarter. Gateway Investment Advisers LLC now owns 44,241 shares of the construction company's stock worth $3,114,000 after buying an additional 143 shares during the period. Ritholtz Wealth Management increased its position in shares of Masco by 3.9% during the first quarter. Ritholtz Wealth Management now owns 4,017 shares of the construction company's stock worth $242,000 after buying an additional 150 shares during the period. Andina Capital Management LLC increased its position in shares of Masco by 2.4% during the fourth quarter. Andina Capital Management LLC now owns 6,565 shares of the construction company's stock worth $417,000 after buying an additional 154 shares during the period. Finally, Pallas Capital Advisors LLC increased its position in shares of Masco by 1.4% during the third quarter. Pallas Capital Advisors LLC now owns 12,128 shares of the construction company's stock worth $854,000 after buying an additional 162 shares during the period. 93.91% of the stock is currently owned by institutional investors and hedge funds.

Masco Price Performance

Shares of MAS opened at $74.35 on Wednesday. Masco has a 12-month low of $58.16 and a 12-month high of $79.19. The business has a 50-day simple moving average of $65.50 and a two-hundred day simple moving average of $66.06. The company has a quick ratio of 1.11, a current ratio of 1.75 and a debt-to-equity ratio of 109.07. The stock has a market cap of $15.00 billion, a PE ratio of 18.45, a PEG ratio of 1.84 and a beta of 1.29.

Masco (NYSE:MAS - Get Free Report) last issued its earnings results on Wednesday, April 22nd. The construction company reported $1.04 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.88 by $0.16. Masco had a return on equity of 815.20% and a net margin of 10.90%.The business had revenue of $1.92 billion during the quarter, compared to analysts' expectations of $2.07 billion. During the same quarter in the prior year, the firm earned $0.87 EPS. The business's revenue for the quarter was up 6.5% compared to the same quarter last year. Masco has set its FY 2026 guidance at 4.100-4.300 EPS. Analysts anticipate that Masco will post 4.23 earnings per share for the current fiscal year.

Masco Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, March 9th. Stockholders of record on Friday, February 20th were paid a $0.32 dividend. The ex-dividend date of this dividend was Friday, February 20th. This is a positive change from Masco's previous quarterly dividend of $0.31. This represents a $1.28 annualized dividend and a dividend yield of 1.7%. Masco's payout ratio is currently 31.76%.

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

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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