Masco (NYSE:MAS) Updates FY 2026 Earnings Guidance

Masco (NYSE:MAS) updated its FY 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of 4.400-4.600 for the period, compared to the consensus EPS estimate of 4.270. The company issued revenue guidance of -.

Masco Trading Down 1.5%

Shares of NYSE:MAS traded down $1.12 on Thursday, hitting $71.44. 1,731,655 shares of the company’s stock were exchanged, compared to its average volume of 2,728,636. The company has a debt-to-equity ratio of 109.07, a current ratio of 1.75 and a quick ratio of 1.11. The business’s 50 day simple moving average is $75.19 and its two-hundred day simple moving average is $70.33. The stock has a market capitalization of $14.41 billion, a price-to-earnings ratio of 17.75, a price-to-earnings-growth ratio of 2.01 and a beta of 1.29. Masco has a 12 month low of $58.16 and a 12 month high of $83.64.

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 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 company had revenue of $1.99 billion for the quarter, compared to the consensus estimate of $2.08 billion. During the same quarter in the previous year, the firm earned $1.30 EPS. Masco’s revenue was down 2.9% compared to the same quarter last year. Masco has set its FY 2026 guidance at 4.400-4.600 EPS. Analysts anticipate that Masco will post 4.25 EPS for the current fiscal year.

Masco Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, June 8th. Investors of record on Friday, May 22nd were issued a $0.32 dividend. The ex-dividend date was Friday, May 22nd. This represents a $1.28 dividend on an annualized basis and a yield of 1.8%. Masco’s dividend payout ratio (DPR) is 31.76%.

Masco announced that its board has initiated a stock buyback program on Thursday, May 7th that permits the company to buyback $300.00 million in shares. This buyback authorization permits the construction company to repurchase up to 2.1% of its shares through open market purchases. Shares buyback programs are generally an indication that the company’s management believes its shares are undervalued.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on MAS shares. Weiss Ratings raised Masco from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday, June 23rd. Robert W. Baird increased their price target on shares of Masco from $72.00 to $80.00 and gave the company a “neutral” rating in a research report on Thursday, April 23rd. Citigroup decreased their target price on shares of Masco from $84.00 to $79.00 and set a “neutral” rating on the stock in a research report on Thursday, April 23rd. Truist Financial decreased their target price on Masco from $90.00 to $85.00 and set a “buy” rating for the company in a report on Thursday. Finally, The Goldman Sachs Group upped their price target on shares of Masco from $79.00 to $90.00 and gave the stock a “buy” rating in a research 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 assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Hold” and an average price target of $79.93.

Masco News Roundup

Here are the key news stories impacting Masco this week:

• Positive Sentiment: Masco reported second-quarter EPS of $1.64, well above the $1.32 consensus estimate and up from $1.30 a year earlier. Operating profit increased 14% to $470 million, while the operating margin improved to 23.6%. Masco Q2 earnings report
• Positive Sentiment: Masco raised its fiscal 2026 adjusted EPS outlook to $4.40-$4.60 from its prior range of $4.10-$4.30, above the approximately $4.27 analyst consensus. The outlook benefited partly from an $85 million net tariff refund. Masco raises 2026 EPS outlook
• Neutral Sentiment: Analysts still see potential upside from current levels, but their revised targets are more cautious: Barclays lowered its target to $79 and assigned an “equal weight” rating, while Evercore downgraded Masco from “outperform” to “in-line” with a $78 target. Masco analyst target revisions
• Negative Sentiment: Revenue totaled $1.99 billion, below the $2.08 billion estimate and down roughly 3% year over year. The sales shortfall, attributed in part to weaker North American volumes, overshadowed the earnings beat and raised concerns about demand in home-improvement markets. Masco Q2 earnings and sales miss
• Negative Sentiment: The earnings beat was aided by tariff refunds, making investors cautious about the sustainability of the improved margins and higher EPS outlook. The post-earnings downgrades and lower price targets are adding to the negative sentiment around Masco shares.

Institutional Investors Weigh In On Masco

A number of institutional investors have recently added to or reduced their stakes in the stock. Aptus Capital Advisors LLC increased its holdings in Masco by 8.9% during the 4th quarter. Aptus Capital Advisors LLC now owns 3,323 shares of the construction company’s stock worth $211,000 after purchasing an additional 271 shares in the last quarter. Van Diest Capital LLC acquired a new position in Masco in the 4th quarter valued at $209,000. Boothbay Fund Management LLC bought a new position in shares of Masco in the 3rd quarter valued at $208,000. Moors & Cabot Inc. acquired a new stake in shares of Masco during the 3rd quarter valued at $207,000. Finally, Quarry LP grew its position in shares of Masco by 86.6% in the 4th quarter. Quarry LP now owns 1,998 shares of the construction company’s stock valued at $127,000 after buying an additional 927 shares during the last quarter. 93.91% of the stock is owned by institutional investors and hedge funds.

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.