Candriam S.C.A. Buys 18,200 Shares of Masco Corporation $MAS

Candriam S.C.A. grew its stake in shares of Masco Corporation (NYSE:MAS) by 121.4% in the third quarter, HoldingsChannel.com reports. The fund owned 33,190 shares of the construction company’s stock after acquiring an additional 18,200 shares during the quarter. Candriam S.C.A.’s holdings in Masco were worth $2,336,000 at the end of the most recent reporting period.

Other hedge funds also recently modified their holdings of the company. Focus Partners Wealth raised its stake in Masco by 2.6% in the first quarter. Focus Partners Wealth now owns 10,414 shares of the construction company’s stock valued at $724,000 after purchasing an additional 265 shares in the last quarter. Blair William & Co. IL increased its holdings in Masco by 14.8% in the 2nd quarter. Blair William & Co. IL now owns 8,209 shares of the construction company’s stock valued at $528,000 after buying an additional 1,057 shares during the period. Blue Trust Inc. raised its position in shares of Masco by 38.3% in the 2nd quarter. Blue Trust Inc. now owns 1,928 shares of the construction company’s stock valued at $124,000 after buying an additional 534 shares in the last quarter. Aberdeen Group plc raised its position in shares of Masco by 3.3% in the 2nd quarter. Aberdeen Group plc now owns 173,041 shares of the construction company’s stock valued at $11,137,000 after buying an additional 5,556 shares in the last quarter. Finally, Concurrent Investment Advisors LLC lifted its holdings in shares of Masco by 20.1% during the 2nd quarter. Concurrent Investment Advisors LLC now owns 5,113 shares of the construction company’s stock worth $329,000 after acquiring an additional 855 shares during the period. Institutional investors own 93.91% of the company’s stock.

Key Masco News

Here are the key news stories impacting Masco this week:

• Positive Sentiment: Q4 beat and upbeat 2026 outlook — Masco reported Q4 EPS above consensus and provided FY26 guidance of $4.10–$4.30 per share, which traders viewed as constructive for earnings growth and margin improvement. Article Title
• Positive Sentiment: Large share repurchase and payout lift cash-return profile — Board authorized a $2.0 billion buyback (≈13% of shares) and raised the dividend, increasing capital return and supporting EPS accretion. Article Title
• Positive Sentiment: Immediate market reaction — Shares ran to a new 52-week high after the results, buyback and cost actions, signaling positive investor reception. Article Title
• Neutral Sentiment: Analyst actions mixed — Royal Bank of Canada raised its price target to $74 but kept a “sector perform” stance (PT still below the current trading level), indicating cautious analyst positioning despite the stronger setup. Article Title
• Neutral Sentiment: CEO equity plan adjusted — Compensation committee approved full‑value restricted stock grants for CEO Jonathon Nudi; this is standard for retention but can be slightly dilutive over time depending on vesting and share issuance. Article Title
• Negative Sentiment: Revenue miss and margin pressures remain — While EPS beat, revenue slightly trailed estimates and management highlighted ongoing margin pressure and the need for operational changes, which tempers the upside until execution on restructuring is proven. Article Title
• Negative Sentiment: Cost actions include job cuts — Management signaled restructuring and job reductions to restore margins; such moves reduce near-term costs but carry execution risk and potential one-time charges. Article Title

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on MAS shares. Weiss Ratings raised shares of Masco from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Thursday, February 5th. Wells Fargo & Company boosted their price target on Masco from $78.00 to $85.00 and gave the stock an “overweight” rating in a report on Wednesday. Zacks Research lowered Masco from a “strong-buy” rating to a “hold” rating in a research note on Monday, October 20th. Vertical Research assumed coverage on Masco in a research report on Monday, October 20th. They issued a “hold” rating on the stock. Finally, Argus dropped their target price on shares of Masco from $82.00 to $80.00 and set a “buy” rating for the company in a report on Wednesday, November 5th. Seven analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the company. According to MarketBeat.com, Masco presently has an average rating of “Hold” and a consensus price target of $76.53.

Masco Stock Up 1.2%

Shares of NYSE MAS opened at $77.41 on Friday. Masco Corporation has a 1 year low of $56.55 and a 1 year high of $79.19. The company has a debt-to-equity ratio of 38.75, a current ratio of 1.81 and a quick ratio of 1.20. The firm has a market cap of $15.76 billion, a PE ratio of 20.11, a price-to-earnings-growth ratio of 3.31 and a beta of 1.28. The company has a 50 day simple moving average of $67.25 and a 200 day simple moving average of $68.14.

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

Masco declared that its board has approved a share buyback program on Tuesday, February 10th that authorizes the company to repurchase $2.00 billion in outstanding shares. This repurchase authorization authorizes the construction company to purchase up to 13.5% of its shares through open market purchases. Shares repurchase programs are typically an indication that the company’s board of directors believes its shares are undervalued.

Masco Increases Dividend

The business also recently announced 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 annualized dividend and a yield of 1.7%. The ex-dividend date of this dividend is Friday, February 20th. This is a boost from Masco’s previous quarterly dividend of $0.31. Masco’s dividend payout ratio (DPR) is presently 32.21%.

Masco 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.