Masco (NYSE:MAS) Reaches New 52-Week High After Earnings Beat

Masco Corporation (NYSE:MAS)’s stock price reached a new 52-week high during trading on Wednesday after the company announced better than expected quarterly earnings. The stock traded as high as $79.19 and last traded at $77.82, with a volume of 6738211 shares changing hands. The stock had previously closed at $71.61.

The construction company reported $0.82 earnings per share for the quarter, topping analysts’ consensus estimates of $0.78 by $0.04. The business had revenue of $1.79 billion during the quarter, compared to analyst estimates of $1.82 billion. Masco had a net margin of 10.89% and a return on equity of 1,317.38%. The company’s revenue was down 1.9% on a year-over-year basis. During the same period in the prior year, the business posted $0.89 earnings per share. Masco has set its FY 2026 guidance at 4.100-4.300 EPS.

Masco Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, March 9th. Shareholders of record on Friday, February 20th will be issued a dividend of $0.32 per share. This is a boost from Masco’s previous quarterly dividend of $0.31. This represents a $1.28 dividend on an annualized basis and a yield of 1.6%. The ex-dividend date of this dividend is Friday, February 20th. Masco’s payout ratio is 31.79%.

Masco declared that its Board of Directors has approved a stock buyback plan on Tuesday, February 10th that allows the company to repurchase $2.00 billion in outstanding shares. This repurchase authorization allows the construction company to purchase up to 13.5% of its stock through open market purchases. Stock repurchase plans are usually a sign that the company’s leadership believes its shares are undervalued.

Masco News Roundup

Here are the key news stories impacting Masco this week:

• Positive Sentiment: Q4 adjusted EPS beat expectations at $0.82 vs. a $0.78 consensus, suggesting operating leverage and cost control helped margins. Masco (MAS) Q4 Earnings Top Estimates
• Positive Sentiment: Masco raised its quarterly dividend to $0.32 (a ~3.2% increase), supporting the income story and signaling confidence in cash flow. (Record Feb 20; payable Mar 9.)
• Positive Sentiment: Management provided FY‑2026 EPS guidance of $4.10–$4.30, roughly centered on Street expectations (~$4.18), which reduces near‑term forecast risk. Business Wire: Masco Reports Q4 and 2025 Results
• Neutral Sentiment: Company released detailed results, slides and the conference call transcript for investors to review management’s commentary on segments and margins. Earnings Call Transcript
• Neutral Sentiment: Segment performance was mixed: Plumbing Products showed growth while other segments moderated — important detail for investors tracking end‑market exposure. Business Wire: Segment Results
• Negative Sentiment: Net sales missed estimates ($1.79B reported vs. ~$1.82B expected) and were down ~2% YoY, raising questions about demand trends and near‑term top‑line momentum. Masco Stock Up on Q4 Earnings Beat, Sales Miss
• Negative Sentiment: Reported EPS declined from $0.89 a year ago to $0.82, reflecting weaker demand and/or mix — a reminder growth is not yet stable. Company Press Release / Slide Deck

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on the company. Citigroup lowered their price target on Masco from $72.00 to $71.00 and set a “neutral” rating on the stock in a report on Thursday, January 8th. Barclays reiterated an “equal weight” rating and set a $71.00 price objective (down previously from $76.00) on shares of Masco in a research report on Monday, December 8th. Wells Fargo & Company boosted their target price on shares of Masco from $75.00 to $78.00 and gave the stock an “overweight” rating in a report on Wednesday, January 14th. Zacks Research cut shares of Masco from a “strong-buy” rating to a “hold” rating in a research note on Monday, October 20th. Finally, Weiss Ratings upgraded shares of Masco from a “hold (c+)” rating to a “buy (b-)” rating in a report on Thursday, February 5th. Seven equities research analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Masco has an average rating of “Hold” and a consensus target price of $73.20.

Institutional Investors Weigh In On Masco

Several institutional investors have recently modified their holdings of the stock. Rossby Financial LCC increased its position in shares of Masco by 134.2% during the 3rd quarter. Rossby Financial LCC now owns 370 shares of the construction company’s stock valued at $26,000 after purchasing an additional 212 shares during the last quarter. Sunbelt Securities Inc. bought a new stake in Masco in the third quarter worth $26,000. Bogart Wealth LLC boosted its stake in Masco by 2,550.0% during the fourth quarter. Bogart Wealth LLC now owns 424 shares of the construction company’s stock worth $27,000 after buying an additional 408 shares during the period. Elevation Point Wealth Partners LLC bought a new position in Masco during the second quarter valued at $28,000. Finally, Community Bank N.A. purchased a new stake in shares of Masco in the third quarter valued at $34,000. 93.91% of the stock is owned by institutional investors.

Masco Stock Up 8.7%

The company’s fifty day moving average price is $66.75 and its 200-day moving average price is $68.02. The stock has a market cap of $16.16 billion, a P/E ratio of 19.95, a price-to-earnings-growth ratio of 3.12 and a beta of 1.28. The company has a debt-to-equity ratio of 17.53, a quick ratio of 1.20 and a current ratio of 1.88.

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.