Atria Investments Inc Has $7.47 Million Stock Position in Masco Corporation $MAS

Atria Investments Inc boosted its stake in shares of Masco Corporation (NYSE:MAS) by 31.8% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 106,086 shares of the construction company’s stock after buying an additional 25,608 shares during the quarter. Atria Investments Inc’s holdings in Masco were worth $7,467,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in MAS. FORA Capital LLC grew its holdings in Masco by 203.9% during the 2nd quarter. FORA Capital LLC now owns 35,603 shares of the construction company’s stock worth $2,291,000 after acquiring an additional 23,887 shares in the last quarter. World Investment Advisors lifted its position in shares of Masco by 819.8% during the 3rd quarter. World Investment Advisors now owns 54,745 shares of the construction company’s stock worth $3,853,000 after purchasing an additional 48,793 shares during the last quarter. CWA Asset Management Group LLC grew its stake in shares of Masco by 33.4% during the third quarter. CWA Asset Management Group LLC now owns 62,922 shares of the construction company’s stock worth $4,429,000 after purchasing an additional 15,770 shares in the last quarter. Mediolanum International Funds Ltd purchased a new position in Masco in the third quarter valued at $16,398,000. Finally, Voya Financial Advisors Inc. acquired a new stake in Masco in the third quarter valued at $1,245,000. Institutional investors and hedge funds own 93.91% of the company’s stock.

Analysts Set New Price Targets

MAS has been the topic of several recent analyst reports. Royal Bank Of Canada increased their price target on shares of Masco from $67.00 to $74.00 and gave the company a “sector perform” rating in a research note on Wednesday. Evercore dropped their target price on shares of Masco from $75.00 to $70.00 and set an “in-line” rating on the stock in a research report on Thursday, October 30th. Zacks Research lowered shares of Masco from a “strong-buy” rating to a “hold” rating in a research note on Monday, October 20th. Argus decreased their price objective on shares of Masco from $82.00 to $80.00 and set a “buy” rating for the company in a research note on Wednesday, November 5th. Finally, BMO Capital Markets reaffirmed a “market perform” rating and set a $77.00 price objective on shares of Masco in a report on Thursday. Seven research analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $76.53.

Masco Trading Down 1.8%

Shares of Masco stock opened at $76.17 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 business has a 50 day moving average price of $67.51 and a 200 day moving average price of $68.20. The company has a market capitalization of $15.51 billion, a P/E ratio of 19.79, a P/E/G ratio of 2.19 and a beta of 1.28.

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

Masco Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, March 9th. Stockholders of record on Friday, February 20th will be given a $0.32 dividend. The ex-dividend date of this dividend is Friday, February 20th. This is a positive change from Masco’s previous quarterly dividend of $0.31. This represents a $1.28 annualized dividend and a dividend yield of 1.7%. Masco’s dividend payout ratio (DPR) is currently 32.21%.

Masco announced that its Board of Directors has authorized a stock 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 purchase up to 13.5% of its stock through open market purchases. Stock buyback plans are typically a sign that the company’s board of directors believes its shares are undervalued.

Masco News Roundup

Here are the key news stories impacting Masco this week:

• Positive Sentiment: Q4 EPS beat expectations by $0.03, which sparked analyst upgrades and helped push the shares to a 52-week high after the print. Read More.
• Positive Sentiment: Company announced a share buyback program, a clear shareholder-return action that typically supports the stock by reducing float and signaling confidence from management. Read More.
• Positive Sentiment: Demand trends have improved Masco’s presence in the Russell 1000 (index/ETF flows), which can attract passive inflows and support the share price. Read More.
• Neutral Sentiment: Analysts maintain a cautiously constructive outlook: coverage is concentrated around “hold” ratings (majority) with some buys; the consensus price target is mixed, limiting clear near-term upside. Read More.
• Neutral Sentiment: Analyst notes and model updates show steady but cautious estimates — analysts are constructive on cash returns and long-term margins but are watching execution. Read More.
• Neutral Sentiment: Masco adjusted CEO Jonathon Nudi’s equity compensation to full-value restricted awards, a governance/compensation change that management says aligns incentives but may slightly alter dilution/timing dynamics. Read More.
• Negative Sentiment: Revenue missed consensus and management highlighted persistent margin pressures; investors worried the topline softness and cost headwinds could weigh on near-term profit growth despite the EPS beat. Read More.
• Negative Sentiment: Despite the EPS beat, full-year guidance and incremental execution risks left some analysts cautious, contributing to the prevailing “hold” stance and limiting momentum. Read More.

About Masco

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.