Zacks Research Analysts Raise Earnings Estimates for Masco

Masco Corporation (NYSE:MAS) – Equities researchers at Zacks Research raised their Q1 2026 EPS estimates for shares of Masco in a research report issued to clients and investors on Monday, March 2nd. Zacks Research analyst Team now anticipates that the construction company will post earnings of $0.88 per share for the quarter, up from their previous estimate of $0.86. The consensus estimate for Masco’s current full-year earnings is $4.34 per share. Zacks Research also issued estimates for Masco’s Q3 2026 earnings at $1.10 EPS, Q1 2027 earnings at $1.01 EPS, Q2 2027 earnings at $1.26 EPS, Q3 2027 earnings at $1.22 EPS, Q4 2027 earnings at $1.10 EPS, FY2027 earnings at $4.60 EPS and FY2028 earnings at $5.18 EPS.

Masco (NYSE:MAS) last released its quarterly earnings data on Tuesday, February 10th. The construction company reported $0.82 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.78 by $0.04. The firm had revenue of $1.79 billion for the quarter, compared to the consensus estimate of $1.82 billion. Masco had a net margin of 10.71% and a return on equity of 856.70%. The company’s quarterly revenue was down 1.9% on a year-over-year basis. During the same period last year, the firm earned $0.89 earnings per share. Masco has set its FY 2026 guidance at 4.100-4.300 EPS.

A number of other equities research analysts have also recently weighed in on MAS. Argus decreased 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. Citigroup increased their price target on shares of Masco from $71.00 to $84.00 and gave the company a “neutral” rating in a research report on Thursday, February 12th. Royal Bank Of Canada raised their price target on shares of Masco from $67.00 to $74.00 and gave the company a “sector perform” rating in a report on Wednesday, February 11th. Weiss Ratings upgraded shares of Masco from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Thursday, February 5th. Finally, BMO Capital Markets restated a “market perform” rating and issued a $77.00 target price on shares of Masco in a research note on Thursday, February 12th. Seven investment analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the company. According to data from MarketBeat.com, Masco presently has a consensus rating of “Hold” and a consensus target price of $76.94.

Masco Stock Up 0.6%

Masco stock opened at $68.46 on Tuesday. The company has a quick ratio of 1.14, a current ratio of 1.81 and a debt-to-equity ratio of 38.75. The firm has a market cap of $13.94 billion, a P/E ratio of 17.78, a P/E/G ratio of 1.93 and a beta of 1.27. The business has a fifty day moving average of $69.85 and a two-hundred day moving average of $68.47. Masco has a twelve month low of $56.55 and a twelve month high of $79.19.

Masco Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, March 9th. Stockholders 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 1.9%. 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 dividend payout ratio is presently 33.25%.

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

Insider Activity

In related news, CAO Heath M. Eisman sold 747 shares of the company’s stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $71.92, for a total value of $53,724.24. Following the transaction, the chief accounting officer directly owned 12,510 shares of the company’s stock, valued at $899,719.20. This represents a 5.63% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.50% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Masco

Institutional investors and hedge funds have recently modified their holdings of the company. Focus Partners Wealth grew its position in Masco by 2.6% during the 1st quarter. Focus Partners Wealth now owns 10,414 shares of the construction company’s stock worth $724,000 after purchasing an additional 265 shares during the period. World Investment Advisors increased its stake in shares of Masco by 9.5% in the 2nd quarter. World Investment Advisors now owns 5,952 shares of the construction company’s stock valued at $383,000 after purchasing an additional 518 shares in the last quarter. Assetmark Inc. increased its stake in shares of Masco by 91.2% in the 2nd quarter. Assetmark Inc. now owns 34,304 shares of the construction company’s stock valued at $2,208,000 after purchasing an additional 16,365 shares in the last quarter. Tredje AP fonden raised its holdings in Masco by 25.7% in the 2nd quarter. Tredje AP fonden now owns 22,038 shares of the construction company’s stock worth $1,418,000 after purchasing an additional 4,507 shares during the period. Finally, Freestone Capital Holdings LLC boosted its position in Masco by 2.5% during the second quarter. Freestone Capital Holdings LLC now owns 38,505 shares of the construction company’s stock worth $2,478,000 after purchasing an additional 936 shares in the last quarter. Institutional investors and hedge funds own 93.91% of the company’s stock.

Masco News Roundup

Here are the key news stories impacting Masco this week:

• Positive Sentiment: Zacks Research raised several near-term EPS estimates for MAS (Q1, Q2, Q4 2026) and nudged FY2026 forecasts upward, signaling improved near-term earnings visibility versus prior assumptions.
• Positive Sentiment: Zacks Style Scores flagged Masco as a top-ranked value stock, which can attract value-oriented investors looking for dividend/valuation plays. Masco (MAS) is a Top-Ranked Value Stock: Should You Buy?
• Neutral Sentiment: Masco presented at the Raymond James Institutional Investor Conference — investor outreach that helps management communicate strategy and guidance but didn’t contain a single market-moving surprise in the public transcript. Masco Presents at 47th Annual Raymond James Institutional Investor Conference Transcript
• Neutral Sentiment: Recent valuation pieces examine whether Masco’s pullback creates a buying opportunity or reflects weaker short-term momentum — useful context for investors deciding between value entry and waiting for clearer operational signs. Assessing Masco (MAS) Valuation After Recent Share Price Pullback And Mixed Short Term Returns
• Neutral Sentiment: Another market piece discusses whether current pricing reflects longer-term gains or recent weakness — reinforces mixed analyst views on timing and valuation. Is Masco (MAS) Pricing Reflect Longer Term Gains Or Recent Share Price Weakness
• Negative Sentiment: Offsetting the near-term raises, Zacks trimmed several mid-to-longer-term estimates (FY2027, parts of 2026–2027 quarters and some 2028 projections), which signals analyst caution about sustained growth beyond FY2026 and could limit near-term multiple expansion.

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.