Masco (NYSE:MAS) Posts Earnings Results, Beats Estimates By $0.16 EPS

Masco (NYSE:MAS) announced its quarterly earnings data on Wednesday. The construction company reported $1.04 EPS for the quarter, beating the consensus estimate of $0.88 by $0.16, FiscalAI reports. Masco had a net margin of 10.71% and a return on equity of 856.70%. The firm had revenue of $1.92 billion during the quarter, compared to analysts’ expectations of $2.07 billion. During the same quarter last year, the business earned $0.87 earnings per share. The business’s revenue for the quarter was up 6.5% compared to the same quarter last year. Masco updated its FY 2026 guidance to 4.100-4.300 EPS.

Masco Price Performance

MAS opened at $73.64 on Wednesday. Masco has a 1 year low of $56.55 and a 1 year high of $79.19. The company’s 50 day simple moving average is $65.71 and its 200 day simple moving average is $65.82. The stock has a market capitalization of $14.94 billion, a PE ratio of 19.20, a P/E/G ratio of 1.89 and a beta of 1.29. The company has a debt-to-equity ratio of 38.75, a quick ratio of 1.14 and a current ratio of 1.81.

Masco Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, March 9th. Stockholders of record on Friday, February 20th were issued a dividend of $0.32 per share. This represents a $1.28 annualized dividend and a dividend yield of 1.7%. The ex-dividend date was Friday, February 20th. This is an increase from Masco’s previous quarterly dividend of $0.31. Masco’s payout ratio is currently 33.25%.

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

Insiders Place Their Bets

In other Masco news, CAO Heath M. Eisman sold 747 shares of Masco stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $71.92, for a total value of $53,724.24. Following the transaction, the chief accounting officer owned 12,510 shares in the company, valued at $899,719.20. This trade represents a 5.63% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.55% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Several large investors have recently made changes to their positions in the company. State Street Corp grew its position in Masco by 0.6% during the fourth quarter. State Street Corp now owns 10,235,505 shares of the construction company’s stock valued at $649,545,000 after acquiring an additional 60,430 shares during the period. Boston Partners grew its holdings in shares of Masco by 1.0% during the 3rd quarter. Boston Partners now owns 5,850,170 shares of the construction company’s stock worth $411,832,000 after purchasing an additional 58,609 shares during the period. Wellington Management Group LLP grew its holdings in shares of Masco by 76.1% during the 4th quarter. Wellington Management Group LLP now owns 4,826,584 shares of the construction company’s stock worth $306,295,000 after purchasing an additional 2,085,454 shares during the period. Invesco Ltd. increased its position in Masco by 18.0% during the 4th quarter. Invesco Ltd. now owns 3,405,974 shares of the construction company’s stock worth $216,143,000 after purchasing an additional 518,679 shares in the last quarter. Finally, Morgan Stanley increased its position in Masco by 1.8% during the 4th quarter. Morgan Stanley now owns 2,753,894 shares of the construction company’s stock worth $174,762,000 after purchasing an additional 48,210 shares in the last quarter. 93.91% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on the stock. Royal Bank Of Canada lifted their price target on shares of Masco from $67.00 to $74.00 and gave the company a “sector perform” rating in a research report on Wednesday, February 11th. Barclays reduced their price objective on Masco from $71.00 to $65.00 and set an “equal weight” rating for the company in a report on Wednesday, April 8th. Oppenheimer reissued an “outperform” rating and issued a $88.00 target price on shares of Masco in a report on Wednesday, February 11th. Bank of America dropped their price target on Masco from $69.00 to $61.00 and set an “underperform” rating for the company in a research report on Monday. Finally, Evercore upgraded shares of Masco from an “in-line” rating to an “outperform” rating and set a $78.00 price objective on the stock in a research report on Monday, April 13th. Seven analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $74.25.

Trending Headlines about Masco

Here are the key news stories impacting Masco this week:

• Positive Sentiment: Masco provided FY‑2026 EPS guidance of $4.10–$4.30, which is essentially in line with the $4.18 sell‑side consensus — the guide gives some clarity on full‑year expectations. View Press Release
• Positive Sentiment: Operational metrics remain solid: reported net margin of ~10.7% and an unusually high ROE figure (reported 856.7%)—indicating profitable operations (note ROE can be distorted by equity levels). View Press Release
• Neutral Sentiment: Planned leadership transitions announced (retirements of Jai Shah and Rick Marshall) — expected/managed succession rather than sudden departures, so likely neutral for long‑term strategy but worth monitoring. Masco Corporation Announces Leadership Changes
• Neutral Sentiment: Governance topic: a vote/discussion around special meeting rights and shareholder value has drawn attention — could influence investor sentiment/policy but not immediate operational impact. Masco Governance Vote
• Neutral Sentiment: Analyst preview coverage and previews highlighted areas to watch in Q1 (volume, mix, and backlog) — useful context but not market-moving alone. Q1 Earnings Preview
• Negative Sentiment: Q1 results missed expectations: EPS $1.04 vs. $1.31 consensus and revenue $1.92B vs. $2.07B expected — the earnings and top‑line miss are the primary driver of today’s negative reaction. View Press Release View Slide Deck
• Negative Sentiment: Analyst actions: Bank of America cut its price target to $61 and BMO lowered expectations/price target (recently $75) and moved to more cautious stances — these downgrades amplify selling pressure following the miss. Bank of America Lowers Price Target BMO Lowers Expectations

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.