Share Buyback Program Declared by Masco (NYSE:MAS)

Masco (NYSE:MAS) announced that its board has approved a share repurchase program on Tuesday, February 10th, RTT News reports. The company plans to buyback $2.00 billion in shares. This buyback authorization permits the construction company to purchase up to 13.5% of its stock through open market purchases. Stock buyback programs are generally an indication that the company’s leadership believes its stock is undervalued.

Analysts Set New Price Targets

Several equities research analysts have issued reports on MAS shares. Vertical Research assumed coverage on shares of Masco in a research note on Monday, October 20th. They set a “hold” rating for the company. UBS Group cut their target price on shares of Masco from $85.00 to $84.00 and set a “buy” rating on the stock in a report on Thursday, October 30th. Argus cut their target price on Masco from $82.00 to $80.00 and set a “buy” rating on the stock in a research note on Wednesday, November 5th. Wells Fargo & Company lifted their target price on Masco from $78.00 to $85.00 and gave the stock an “overweight” rating in a report on Wednesday. Finally, Royal Bank Of Canada lifted their price target on Masco from $67.00 to $74.00 and gave the company a “sector perform” rating in a report on Wednesday. Seven investment analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus price target of $75.69.

Masco Trading Down 1.5%

MAS opened at $76.62 on Thursday. The company has a market cap of $15.91 billion, a price-to-earnings ratio of 19.90, a price-to-earnings-growth ratio of 3.35 and a beta of 1.28. Masco has a fifty-two week low of $56.55 and a fifty-two week high of $79.19. The firm has a 50 day simple moving average of $66.99 and a 200 day simple moving average of $68.08. The company has a debt-to-equity ratio of 38.75, a current ratio of 1.81 and a quick ratio of 1.20.

Masco (NYSE:MAS) last issued its quarterly earnings results on Tuesday, February 10th. The construction company reported $0.82 EPS for the quarter, beating analysts’ consensus estimates of $0.78 by $0.04. The company had revenue of $1.79 billion for the quarter, compared to analyst estimates of $1.82 billion. Masco had a return on equity of 856.70% and a net margin of 10.71%.The company’s quarterly revenue was down 1.9% compared to the same quarter last year. During the same period in the previous year, the company posted $0.89 earnings per share. Masco has set its FY 2026 guidance at 4.100-4.300 EPS. On average, sell-side analysts anticipate that Masco will post 4.34 earnings per share for the current year.

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 represents a $1.28 dividend on an annualized basis and a dividend yield of 1.7%. The ex-dividend date is Friday, February 20th. This is a positive change from Masco’s previous quarterly dividend of $0.31. Masco’s dividend payout ratio (DPR) is currently 32.21%.

Key Stories Impacting Masco

Here are the key news stories impacting Masco this week:

• Positive Sentiment: EPS beat and investor reaction — Masco posted $0.82 EPS vs. $0.78 consensus, which drove an initial rally and helped the stock reach a 52-week high after the print. Read More.
• Positive Sentiment: Large buyback authorized — the board approved a $2.0 billion share repurchase program (up to ~13.4% of shares), a clear capital-allocation move that supports the share price. Read More.
• Positive Sentiment: Dividend increase — Masco raised its quarterly dividend to $0.32 (3.2% increase), adding to shareholder returns. Read More.
• Positive Sentiment: 2026 EPS outlook and restructuring plan — management outlined a FY2026 EPS target of $4.10–$4.30, and emphasized margin expansion and restructuring initiatives that analysts see as supporting medium‑term earnings. Read More.
• Neutral Sentiment: Full results and materials available — the company released its press release, slide deck and call transcript for Q4, useful for investors digging into segment details and modeling assumptions. Read More.
• Negative Sentiment: Revenue miss and margin pressure — net sales fell ~2% YoY to $1.79B (below estimates) and analysts/coverage note persistent margin headwinds that will require operational fixes. Those top-line and margin concerns are a primary reason for today’s pullback. Read More.
• Negative Sentiment: Mixed analyst positioning — while some firms raised targets and reiterated positives (helping earlier gains), Royal Bank of Canada’s raise to a $74 PT came with a “sector perform” stance (and implies limited near-term upside vs. current levels), signaling cautious sentiment among some analysts. Read More.

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.