Masco Corporation $MAS Shares Sold by Acropolis Investment Management LLC

Acropolis Investment Management LLC cut its stake in shares of Masco Corporation (NYSE:MAS) by 40.0% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 13,814 shares of the construction company’s stock after selling 9,225 shares during the period. Acropolis Investment Management LLC’s holdings in Masco were worth $877,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Rossby Financial LCC grew its holdings in Masco by 134.2% during the 3rd quarter. Rossby Financial LCC now owns 370 shares of the construction company’s stock worth $26,000 after acquiring an additional 212 shares in the last quarter. Sunbelt Securities Inc. acquired a new stake in shares of Masco in the 3rd quarter valued at $26,000. Elevation Point Wealth Partners LLC acquired a new stake in shares of Masco in the 2nd quarter valued at $28,000. Community Bank N.A. purchased a new stake in shares of Masco during the 3rd quarter worth $34,000. Finally, Headlands Technologies LLC lifted its position in shares of Masco by 114.5% during the 2nd quarter. Headlands Technologies LLC now owns 549 shares of the construction company’s stock worth $35,000 after purchasing an additional 293 shares during the last quarter. 93.91% of the stock is currently owned by hedge funds and other institutional investors.

Masco Stock Performance

Shares of Masco stock opened at $59.51 on Friday. The firm’s fifty day simple moving average is $68.11 and its 200-day simple moving average is $66.99. Masco Corporation has a 12 month low of $56.55 and a 12 month high of $79.19. The stock has a market capitalization of $12.12 billion, a price-to-earnings ratio of 15.46, a PEG ratio of 1.69 and a beta of 1.27. The company has a debt-to-equity ratio of 38.75, a current ratio of 1.81 and a quick ratio of 1.14.

Masco (NYSE:MAS) last issued its quarterly earnings data on Tuesday, February 10th. The construction company reported $0.82 earnings per share (EPS) for the quarter, topping the consensus estimate 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% on a year-over-year basis. During the same period last year, the firm posted $0.89 EPS. Masco has set its FY 2026 guidance at 4.100-4.300 EPS. As a group, equities analysts forecast that Masco Corporation will post 4.34 earnings per share for the current year.

Masco Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, March 9th. Shareholders of record on Friday, February 20th were paid a dividend of $0.32 per share. The ex-dividend date of this dividend was Friday, February 20th. This represents a $1.28 annualized dividend and a yield of 2.2%. This is a boost from Masco’s previous quarterly dividend of $0.31. Masco’s dividend payout ratio (DPR) is currently 33.25%.

Masco declared that its board has initiated a stock repurchase program on Tuesday, February 10th that permits the company to buyback $2.00 billion in shares. This buyback authorization permits the construction company to purchase up to 13.5% of its shares through open market purchases. Shares buyback programs are typically a sign that the company’s leadership believes its stock is undervalued.

Analyst Upgrades and Downgrades

Several equities analysts recently commented on the company. Evercore set a $78.00 target price on Masco in a report on Wednesday, February 11th. Zelman & Associates downgraded Masco to a “hold” rating in a report on Wednesday, February 11th. BMO Capital Markets reaffirmed a “market perform” rating and set a $77.00 price objective on shares of Masco in a research report on Thursday, February 12th. Barclays reiterated an “equal weight” rating and issued a $71.00 price objective (down from $76.00) on shares of Masco in a report on Monday, December 8th. Finally, Royal Bank Of Canada boosted their price objective on shares of Masco from $67.00 to $74.00 and gave the stock a “sector perform” rating in a research report on Wednesday, February 11th. Six equities research analysts have rated the stock with a Buy rating and fourteen have issued a Hold rating to the company. According to data from MarketBeat.com, Masco has an average rating of “Hold” and an average price target of $76.94.

Insiders Place Their Bets

In other Masco news, CAO Heath M. Eisman sold 747 shares of Masco stock in a transaction that occurred 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 in the company, valued at approximately $899,719.20. This trade represents a 5.63% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Insiders own 0.50% of the company’s stock.

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.