Masco (NYSE:MAS) Releases FY 2026 Earnings Guidance

Masco (NYSE:MAS) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of 4.100-4.300 for the period, compared to the consensus EPS estimate of 4.180. The company issued revenue guidance of -.

Analysts Set New Price Targets

Several research firms recently issued reports on MAS. Oppenheimer reiterated an “outperform” rating and issued a $88.00 price objective on shares of Masco in a report on Wednesday, February 11th. Zelman & Associates downgraded Masco to a “hold” rating in a report on Wednesday, February 11th. Evercore upgraded Masco from an “in-line” rating to an “outperform” rating and set a $78.00 price target on the stock in a report on Monday, April 13th. Royal Bank Of Canada upped their price target on Masco from $67.00 to $72.00 and gave the stock a “sector perform” rating in a report on Thursday. Finally, The Goldman Sachs Group upped their price target on Masco from $79.00 to $90.00 and gave the stock a “buy” rating in a report on Thursday. Seven research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Hold” and an average price target of $79.80.

Masco Trading Up 2.0%

NYSE:MAS opened at $75.41 on Friday. The stock has a 50-day simple moving average of $65.61 and a 200-day simple moving average of $65.95. The stock has a market cap of $15.30 billion, a P/E ratio of 18.71, a P/E/G ratio of 2.10 and a beta of 1.29. The company has a debt-to-equity ratio of 109.07, a quick ratio of 1.14 and a current ratio of 1.75. Masco has a 1 year low of $58.16 and a 1 year high of $79.19.

Masco (NYSE:MAS) last released its quarterly earnings results on Wednesday, April 22nd. The construction company reported $1.04 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.88 by $0.16. Masco had a return on equity of 815.20% and a net margin of 10.90%.The firm had revenue of $1.92 billion for the quarter, compared to the consensus estimate of $2.07 billion. During the same quarter last year, the business posted $0.87 EPS. The firm’s quarterly revenue was up 6.5% compared to the same quarter last year. Masco has set its FY 2026 guidance at 4.100-4.300 EPS. As a group, analysts anticipate that Masco will post 4.19 earnings per share for the current fiscal year.

Masco Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, March 9th. Stockholders of record on Friday, February 20th were paid a dividend of $0.32 per share. This is a positive change from Masco’s previous quarterly dividend of $0.31. The ex-dividend date of this dividend was Friday, February 20th. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.7%. Masco’s dividend payout ratio (DPR) is currently 33.25%.

Masco declared that its Board of Directors 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 an indication that the company’s board believes its stock is undervalued.

Insider Transactions at Masco

In related news, CAO Heath M. Eisman sold 747 shares of Masco stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $71.92, for a total transaction of $53,724.24. Following the completion of the transaction, the chief accounting officer directly owned 12,510 shares of the company’s stock, valued at approximately $899,719.20. The trade was a 5.63% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. Corporate insiders own 0.55% of the company’s stock.

Trending Headlines about Masco

Here are the key news stories impacting Masco this week:

• Positive Sentiment: Q1 EPS beat and margin gains — Masco reported $1.04 EPS vs. $0.88 expected, driven by pricing, cost savings and plumbing-product strength; investors cheered the double beat and margin improvement. Read More.
• Positive Sentiment: Management reaffirmed FY26 EPS range ($4.10–$4.30) and raised share-deployment to at least $800M, signaling capital-return confidence that supports the stock. Read More.
• Positive Sentiment: Volume gains, product expansion and cost actions contributed to outperformance — management highlighted expanding product mixes and volume recovery in renovation end markets as durable drivers. Read More.
• Positive Sentiment: Street reaction largely upgraded — several analysts raised forecasts after the strong quarter, reinforcing investor confidence in the turnaround. Read More.
• Neutral Sentiment: Revenue missed consensus ($1.92B vs. ~$2.07B), which is a cautionary datapoint despite the EPS beat; investors are weighing mix and timing effects. Read More.
• Neutral Sentiment: Some analysts trimmed price targets but kept constructive stances — Citigroup cut its PT to $79 and set a neutral rating, leaving modest upside vs. current levels. Read More.
• Negative Sentiment: Other broker downgrades/target cuts — Bank of America and BMO lowered targets/expectations (BofA to $61), which could cap near-term upside if more firms follow. Read More. • Read More.

Hedge Funds Weigh In On Masco

Several hedge funds and other institutional investors have recently bought and sold shares of the company. Focus Partners Wealth raised its holdings in shares of Masco by 2.6% in the first quarter. Focus Partners Wealth now owns 10,414 shares of the construction company’s stock worth $724,000 after acquiring an additional 265 shares during the last quarter. CW Advisors LLC acquired a new position in shares of Masco in the second quarter worth $238,000. Bank of Nova Scotia raised its holdings in shares of Masco by 14.8% in the second quarter. Bank of Nova Scotia now owns 25,555 shares of the construction company’s stock worth $1,645,000 after acquiring an additional 3,294 shares during the last quarter. WINTON GROUP Ltd acquired a new position in shares of Masco in the second quarter worth $415,000. Finally, Daiwa Securities Group Inc. raised its holdings in shares of Masco by 4.6% in the second quarter. Daiwa Securities Group Inc. now owns 31,832 shares of the construction company’s stock worth $2,049,000 after acquiring an additional 1,413 shares during the last quarter. 93.91% of the stock is owned by institutional investors and hedge funds.

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.