Masco Corporation (NYSE:MAS) Receives Consensus Recommendation of “Hold” from Brokerages

Shares of Masco Corporation (NYSE:MAS) have been given an average rating of “Hold” by the twenty ratings firms that are currently covering the company, Marketbeat reports. Thirteen research analysts have rated the stock with a hold recommendation and seven have given a buy recommendation to the company. The average 1 year price objective among brokerages that have issued ratings on the stock in the last year is $76.5294.

A number of research firms have recently weighed in on MAS. Argus dropped their price objective on Masco from $82.00 to $80.00 and set a “buy” rating for the company in a research note on Wednesday, November 5th. Robert W. Baird set a $82.00 price target on shares of Masco in a report on Wednesday. Wells Fargo & Company raised their price target on shares of Masco from $78.00 to $85.00 and gave the stock an “overweight” rating in a report on Wednesday. Royal Bank Of Canada upped their price objective on shares of Masco from $67.00 to $74.00 and gave the company a “sector perform” rating in a research note on Wednesday. Finally, Barclays reiterated an “equal weight” rating and set a $71.00 target price (down from $76.00) on shares of Masco in a report on Monday, December 8th.

Masco Stock Performance

NYSE MAS opened at $77.41 on Friday. The company has a 50-day simple moving average of $67.25 and a two-hundred day simple moving average of $68.14. Masco has a 12-month low of $56.55 and a 12-month high of $79.19. The firm has a market cap of $15.76 billion, a price-to-earnings ratio of 20.11, a PEG ratio of 3.31 and a beta of 1.28. The company has a quick ratio of 1.20, a current ratio of 1.81 and a debt-to-equity ratio of 38.75.

Masco (NYSE:MAS) last released its earnings results on Tuesday, February 10th. The construction company reported $0.82 earnings per share for the quarter, beating analysts’ consensus estimates of $0.78 by $0.04. The company had revenue of $1.79 billion during 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%.Masco’s revenue for the quarter was down 1.9% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.89 EPS. Masco has set its FY 2026 guidance at 4.100-4.300 EPS. On average, equities analysts forecast that Masco will post 4.34 EPS for the current year.

Masco Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, March 9th. Stockholders of record on Friday, February 20th will be paid a dividend of $0.32 per share. This represents a $1.28 annualized dividend and a dividend yield of 1.7%. This is a boost from Masco’s previous quarterly dividend of $0.31. The ex-dividend date of this dividend is Friday, February 20th. Masco’s payout ratio is presently 32.21%.

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

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in the stock. Focus Partners Wealth boosted its stake in shares of Masco by 2.6% during the 1st 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 boosted its position in Masco by 14.8% during the 2nd quarter. Blair William & Co. IL now owns 8,209 shares of the construction company’s stock valued at $528,000 after acquiring an additional 1,057 shares in the last quarter. Blue Trust Inc. grew its holdings in shares of Masco by 38.3% during the 2nd quarter. Blue Trust Inc. now owns 1,928 shares of the construction company’s stock worth $124,000 after acquiring an additional 534 shares during the period. 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 worth $11,137,000 after acquiring an additional 5,556 shares in the last quarter. Finally, Concurrent Investment Advisors LLC lifted its stake in shares of Masco by 20.1% in the 2nd quarter. Concurrent Investment Advisors LLC now owns 5,113 shares of the construction company’s stock valued at $329,000 after purchasing an additional 855 shares during the period. 93.91% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Masco

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

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.