Zacks Research Issues Optimistic Estimate for Masco Earnings

Key Points

• Zacks Research raised its Q3 2025 EPS estimates for Masco Corporation from $0.95 to $0.96, maintaining a "Strong-Buy" rating on the stock, with a consensus full-year earnings estimate of $4.34 per share.
• Masco's stock performance shows a current price of $71.09, with a 1-year high of $86.70 and a market cap of $14.88 billion.
• Recently, Masco declared a quarterly dividend of $0.31 per share, reflecting an annualized yield of 1.7% and a dividend payout ratio of 32.89%.

Masco Corporation (NYSE:MAS - Free Report) - Analysts at Zacks Research boosted their Q3 2025 EPS estimates for shares of Masco in a research note issued on Monday, September 22nd. Zacks Research analyst Team now expects that the construction company will post earnings per share of $0.96 for the quarter, up from their previous estimate of $0.95. Zacks Research has a "Strong-Buy" rating on the stock. The consensus estimate for Masco's current full-year earnings is $4.34 per share. Zacks Research also issued estimates for Masco's FY2025 earnings at $3.98 EPS, FY2026 earnings at $4.26 EPS and Q2 2027 earnings at $1.35 EPS.

Several other equities research analysts have also commented on MAS. JPMorgan Chase & Co. upped their target price on Masco from $65.00 to $74.00 and gave the company a "neutral" rating in a research report on Monday, August 4th. Deutsche Bank Aktiengesellschaft reissued a "hold" rating on shares of Masco in a research note on Wednesday, May 28th. Oppenheimer set a $79.00 price target on Masco and gave the stock an "outperform" rating in a report on Monday, August 4th. Robert W. Baird lowered shares of Masco from an "outperform" rating to a "neutral" rating and set a $70.00 price objective for the company. in a research note on Tuesday, July 22nd. Finally, Barclays boosted their target price on shares of Masco from $77.00 to $78.00 and gave the company an "overweight" rating in a research report on Friday, August 1st. Two investment analysts have rated the stock with a Strong Buy rating, five have given a Buy rating and eleven have issued a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average price target of $74.60.

Masco Stock Performance

Shares of Masco stock opened at $71.09 on Tuesday. The business has a 50-day moving average price of $71.14 and a two-hundred day moving average price of $66.87. Masco has a 1-year low of $56.55 and a 1-year high of $86.70. The company has a current ratio of 1.82, a quick ratio of 1.14 and a debt-to-equity ratio of 19.63. The company has a market cap of $14.88 billion, a P/E ratio of 18.86, a PEG ratio of 2.64 and a beta of 1.19.

Masco (NYSE:MAS - Get Free Report) last announced its earnings results on Thursday, July 31st. The construction company reported $1.30 earnings per share for the quarter, topping analysts' consensus estimates of $1.08 by $0.22. The business had revenue of $2.05 billion during the quarter, compared to the consensus estimate of $2 billion. Masco had a net margin of 10.51% and a return on equity of 1,519.31%. Masco's quarterly revenue was down 1.9% on a year-over-year basis. During the same quarter last year, the firm earned $1.20 earnings per share. Masco has set its FY 2025 guidance at 3.900-4.100 EPS.

Institutional Investors Weigh In On Masco

Several large investors have recently made changes to their positions in MAS. Toronto Dominion Bank grew its position in Masco by 4.3% during the fourth quarter. Toronto Dominion Bank now owns 132,033 shares of the construction company's stock valued at $9,581,000 after buying an additional 5,431 shares during the period. Forum Financial Management LP purchased a new position in Masco in the fourth quarter valued at about $221,000. Mackenzie Financial Corp boosted its stake in Masco by 85.7% in the fourth quarter. Mackenzie Financial Corp now owns 157,944 shares of the construction company's stock valued at $11,462,000 after acquiring an additional 72,875 shares during the last quarter. Jefferies Financial Group Inc. grew its position in shares of Masco by 105.9% during the 4th quarter. Jefferies Financial Group Inc. now owns 15,882 shares of the construction company's stock valued at $1,153,000 after acquiring an additional 8,168 shares during the period. Finally, Universal Beteiligungs und Servicegesellschaft mbH purchased a new stake in shares of Masco during the 4th quarter worth approximately $25,466,000. 93.91% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Masco

In other news, insider Jai Shah sold 82,910 shares of the business's stock in a transaction that occurred on Friday, August 22nd. The stock was sold at an average price of $76.04, for a total value of $6,304,476.40. Following the transaction, the insider owned 39,638 shares in the company, valued at $3,014,073.52. The trade was a 67.66% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CAO Heath M. Eisman sold 2,431 shares of the company's stock in a transaction that occurred on Tuesday, August 19th. The shares were sold at an average price of $74.62, for a total value of $181,401.22. Following the completion of the transaction, the chief accounting officer directly owned 12,036 shares of the company's stock, valued at approximately $898,126.32. This represents a 16.80% decrease in their ownership of the stock. The disclosure for this sale can be found here. 0.50% of the stock is owned by company insiders.

Masco Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Monday, August 25th. Shareholders of record on Friday, August 8th were paid a $0.31 dividend. The ex-dividend date was Friday, August 8th. This represents a $1.24 annualized dividend and a yield of 1.7%. Masco's dividend payout ratio (DPR) is 32.89%.

Masco Company Profile

Masco Corporation designs, manufactures, and distributes home improvement and building products in North America, Europe, and internationally. The company's Plumbing Products segment offers faucets, showerheads, handheld showers, valves, bath hardware and accessories, bathing units, shower bases and enclosures, sinks, toilets, acrylic tubs, shower trays, spas, exercise pools, and fitness systems; brass, copper, and composite plumbing system components; connected water products; thermoplastic solutions, extruded plastic profiles, specialized fabrications, and PEX tubing products; and other non-decorative plumbing products.

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