Masco (NYSE:MAS) Lowered to “In-Line” Rating by Evercore

Masco (NYSE:MAS) was downgraded by equities researchers at Evercore from an “outperform” rating to an “in-line” rating in a research note issued to investors on Thursday, MarketBeat.com reports. They presently have a $78.00 price objective on the construction company’s stock. Evercore’s price target points to a potential upside of 7.26% from the company’s previous close.

Several other brokerages also recently issued reports on MAS. UBS Group raised their price objective on shares of Masco from $96.00 to $97.00 and gave the stock a “buy” rating in a research note on Thursday, April 23rd. Robert W. Baird upped their target price on Masco from $72.00 to $80.00 and gave the company a “neutral” rating in a research note on Thursday, April 23rd. Barclays increased their price target on Masco from $78.00 to $82.00 and gave the stock an “equal weight” rating in a report on Tuesday, July 14th. Citigroup cut their price objective on Masco from $84.00 to $79.00 and set a “neutral” rating on the stock in a research report on Thursday, April 23rd. Finally, Royal Bank Of Canada lifted their target price on Masco from $67.00 to $72.00 and gave the stock a “sector perform” rating in a research report on Thursday, April 23rd. One investment analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $80.67.

Masco Trading Down 10.9%

MAS stock opened at $72.72 on Thursday. Masco has a twelve month low of $58.16 and a twelve month high of $83.64. The stock has a market capitalization of $14.67 billion, a price-to-earnings ratio of 18.05, a price-to-earnings-growth ratio of 2.01 and a beta of 1.29. The company has a quick ratio of 1.11, a current ratio of 1.75 and a debt-to-equity ratio of 109.07. The firm’s fifty day simple moving average is $75.19 and its two-hundred day simple moving average is $70.33.

Masco (NYSE:MAS) last released its earnings results on Wednesday, July 29th. The construction company reported $1.64 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.32 by $0.32. Masco had a net margin of 10.90% and a return on equity of 815.20%. The firm had revenue of $1.99 billion during the quarter, compared to analyst estimates of $2.08 billion. During the same quarter last year, the business earned $1.30 EPS. The business’s revenue was down 2.9% on a year-over-year basis. Masco has set its FY 2026 guidance at 4.400-4.600 EPS. As a group, analysts anticipate that Masco will post 4.25 earnings per share for the current year.

Masco announced that its board has authorized a stock repurchase plan on Thursday, May 7th that permits the company to repurchase $300.00 million in shares. This repurchase authorization permits the construction company to repurchase up to 2.1% of its stock through open market purchases. Stock repurchase plans are usually a sign that the company’s board of directors believes its stock is undervalued.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in MAS. Regent Peak Wealth Advisors LLC bought a new position in shares of Masco during the second quarter valued at approximately $234,000. Wedge Capital Management L L P NC boosted its position in Masco by 6.8% during the 2nd quarter. Wedge Capital Management L L P NC now owns 185,274 shares of the construction company’s stock valued at $15,076,000 after acquiring an additional 11,782 shares in the last quarter. Tema ETFs LLC increased its holdings in shares of Masco by 8.2% in the 2nd quarter. Tema ETFs LLC now owns 3,846 shares of the construction company’s stock valued at $313,000 after acquiring an additional 290 shares during the period. Asset Advisory Group Inc. bought a new position in shares of Masco in the 2nd quarter worth $221,000. Finally, Jacobs & Co. CA purchased a new position in Masco in the second quarter valued at about $253,000. Hedge funds and other institutional investors own 93.91% of the company’s stock.

More Masco News

Here are the key news stories impacting Masco this week:

• Positive Sentiment: Masco reported second-quarter adjusted EPS of $1.64, above the $1.32 analyst consensus and up from $1.30 a year earlier. Operating profit increased 14% to $470 million, while operating margin expanded to 23.6%. Masco earnings report
• Positive Sentiment: The company raised its fiscal 2026 adjusted EPS outlook to $4.40-$4.60 from $4.10-$4.30, above the roughly $4.27 consensus. The increase includes an estimated $85 million net benefit from tariff refunds. Masco raises 2026 EPS outlook
• Neutral Sentiment: Masco returned $454 million to shareholders through dividends and share repurchases, and ended the quarter with $1.548 billion in liquidity, supporting its capital-return program and financial flexibility. Masco Q2 results
• Negative Sentiment: Revenue fell 2.9% year over year to $1.99 billion, below the $2.08 billion estimate. The shortfall was attributed largely to weaker North American volumes, reinforcing concerns about soft housing and home-improvement demand. Masco Q2 earnings beat and sales miss
• Negative Sentiment: Investors appeared concerned that the earnings beat and guidance increase were driven substantially by one-time tariff refunds rather than stronger sales. Management’s commentary on demand, margins and the pace of recovery provided limited reassurance, prompting the market reaction despite the higher outlook. Cramer’s Stop Trading: Masco

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.