Zacks Research Issues Optimistic Outlook for Masco Earnings

Masco Corporation (NYSE:MAS) – Analysts at Zacks Research increased their Q2 2026 earnings per share (EPS) estimates for shares of Masco in a research note issued to investors on Monday, March 2nd. Zacks Research analyst Team now expects that the construction company will earn $1.26 per share for the quarter, up from their previous forecast of $1.25. The consensus estimate for Masco’s current full-year earnings is $4.34 per share. Zacks Research also issued estimates for Masco’s Q4 2026 earnings at $0.98 EPS and FY2026 earnings at $4.22 EPS.

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 analysts’ consensus estimates of $0.78 by $0.04. The company 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%. Masco’s revenue for the quarter was down 1.9% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.89 EPS. Masco has set its FY 2026 guidance at 4.100-4.300 EPS.

MAS has been the topic of a number of other research reports. Royal Bank Of Canada lifted their price objective on Masco from $67.00 to $74.00 and gave the stock a “sector perform” rating in a research note on Wednesday, February 11th. Wells Fargo & Company boosted their price target on shares of Masco from $78.00 to $85.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 11th. Citigroup increased their price objective 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. Barclays reissued an “equal weight” rating and issued a $71.00 price objective (down from $76.00) on shares of Masco in a research note on Monday, December 8th. Finally, Weiss Ratings raised shares of Masco from a “hold (c+)” rating to a “buy (b-)” rating in a report on Thursday, February 5th. 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, the company presently has a consensus rating of “Hold” and an average target price of $76.94.

Masco Price Performance

NYSE:MAS opened at $65.36 on Wednesday. The business’s 50-day moving average is $69.86 and its 200 day moving average is $68.44. Masco has a 12 month low of $56.55 and a 12 month high of $79.19. The company has a market capitalization of $13.31 billion, a P/E ratio of 16.98, a P/E/G ratio of 1.94 and a beta of 1.27. The company has a current ratio of 1.81, a quick ratio of 1.14 and a debt-to-equity ratio of 38.75.

Institutional Investors Weigh In On Masco

Hedge funds and other institutional investors have recently modified their holdings of the business. Bard Associates Inc. bought a new position in Masco in the 4th quarter valued at $25,000. Rossby Financial LCC grew its holdings in shares of Masco by 134.2% in the third quarter. Rossby Financial LCC now owns 370 shares of the construction company’s stock worth $26,000 after purchasing an additional 212 shares during the last quarter. Sunbelt Securities Inc. purchased a new position in Masco in the 3rd quarter worth about $26,000. Bogart Wealth LLC lifted its holdings in Masco by 2,550.0% during the 4th quarter. Bogart Wealth LLC now owns 424 shares of the construction company’s stock valued at $27,000 after buying an additional 408 shares in the last quarter. Finally, Elevation Point Wealth Partners LLC purchased a new stake in Masco in the 2nd quarter valued at about $28,000. 93.91% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Masco news, CAO Heath M. Eisman sold 747 shares of the firm’s stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $71.92, for a total value of $53,724.24. Following the completion of the sale, the chief accounting officer owned 12,510 shares of the company’s stock, valued at $899,719.20. This trade represents a 5.63% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. 0.50% of the stock is owned by company insiders.

Masco Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, March 9th. Investors 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 2.0%. The ex-dividend date is Friday, February 20th. This is a positive change from Masco’s previous quarterly dividend of $0.31. Masco’s payout ratio is currently 33.25%.

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

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.