Barclays Has Lowered Expectations for Masco (NYSE:MAS) Stock Price

Masco (NYSE:MAS) had its target price cut by investment analysts at Barclays from $82.00 to $79.00 in a report issued on Thursday,Benzinga reports. The brokerage currently has an “equal weight” rating on the construction company’s stock. Barclays‘s price target would suggest a potential upside of 10.47% from the company’s current price.

A number of other equities analysts have also commented on the company. Zacks Research upgraded Masco from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. Bank of America decreased their target price on Masco from $69.00 to $61.00 and set an “underperform” rating for the company in a research note on Monday, April 20th. JPMorgan Chase & Co. raised their target price on Masco from $74.00 to $78.00 and gave the company a “neutral” rating in a report on Friday, April 24th. Evercore downgraded Masco from an “outperform” rating to an “in-line” rating and set a $78.00 price target on the stock. in a research report on Thursday. Finally, UBS Group upped their price target on Masco from $96.00 to $97.00 and gave the stock a “buy” rating in a report on Thursday, April 23rd. One equities research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $79.80.

Masco Stock Performance

NYSE:MAS opened at $71.52 on Thursday. Masco has a 1 year low of $58.16 and a 1 year high of $83.64. The firm’s fifty day simple moving average is $75.37 and its 200 day simple moving average is $70.35. The company has a current ratio of 1.86, a quick ratio of 1.11 and a debt-to-equity ratio of 109.07. The firm has a market capitalization of $14.10 billion, a PE ratio of 16.44, a PEG ratio of 1.67 and a beta of 1.29.

Masco (NYSE:MAS) last released its earnings results on Wednesday, July 29th. The construction company reported $1.64 earnings per share for the quarter, topping analysts’ consensus estimates of $1.32 by $0.32. Masco had a net margin of 11.61% and a return on equity of 2,379.08%. The firm had revenue of $1.99 billion during the quarter, compared to analyst estimates of $2.08 billion. During the same quarter in the previous 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. On average, sell-side analysts anticipate that Masco will post 4.53 EPS for the current year.

Masco declared that its Board of Directors has approved a share buyback plan on Thursday, May 7th that authorizes the company to buyback $300.00 million in shares. This buyback authorization authorizes the construction company to reacquire up to 2.1% of its shares through open market purchases. Shares buyback plans are typically a sign that the company’s board believes its shares are undervalued.

Institutional Investors Weigh In On Masco

A number of institutional investors have recently added to or reduced their stakes in the company. Boston Trust Walden Corp raised its holdings in Masco by 37.7% in the 1st quarter. Boston Trust Walden Corp now owns 713,598 shares of the construction company’s stock valued at $43,080,000 after acquiring an additional 195,509 shares in the last quarter. Cambiar Investors LLC grew its holdings in shares of Masco by 733.9% during the 4th quarter. Cambiar Investors LLC now owns 612,832 shares of the construction company’s stock worth $38,890,000 after purchasing an additional 539,339 shares in the last quarter. Balefire LLC acquired a new stake in shares of Masco during the 1st quarter worth approximately $1,021,000. Oak Thistle LLC bought a new stake in shares of Masco during the fourth quarter valued at approximately $2,123,000. Finally, Foster Victor Wealth Advisors LLC increased its position in shares of Masco by 3.8% during the fourth quarter. Foster Victor Wealth Advisors LLC now owns 233,239 shares of the construction company’s stock valued at $16,436,000 after purchasing an additional 8,457 shares during the period. 93.91% of the stock is owned by institutional investors and hedge funds.

Masco News Summary

Here are the key news stories impacting Masco this week:

• Positive Sentiment: Masco reported second-quarter adjusted EPS of $1.64, well above the $1.32 analyst consensus. Pricing actions, cost savings and an $85 million net tariff-refund benefit helped lift margins. Masco Earnings Rise as Pricing and Tariff Refunds Lift 2026 Margins
• Positive Sentiment: Management raised its fiscal 2026 EPS outlook to $4.40-$4.60, supported by pricing and the tariff refund. Truist maintained a Buy rating and set an $85 price target, implying meaningful upside from recent levels. Masco raises 2026 EPS outlook
• Positive Sentiment: Zacks highlighted MAS as a potentially attractive value stock, while its valuation—about 16 times earnings—could appeal to investors if housing and repair-and-remodel demand improves. Why Masco is a Strong Value Stock

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.