Masco (NYSE:MAS) Sets New 12-Month High on Earnings Beat

Masco Corporation (NYSE:MAS)’s share price reached a new 52-week high during trading on Wednesday following a better than expected earnings announcement. The stock traded as high as $79.19 and last traded at $77.82, with a volume of 6738211 shares changing hands. The stock had previously closed at $71.61.

The construction company reported $0.82 EPS for the quarter, topping the consensus estimate of $0.78 by $0.04. The business had revenue of $1.79 billion during the quarter, compared to analyst estimates of $1.82 billion. Masco had a return on equity of 856.70% and a net margin of 10.71%.The company’s quarterly revenue was down 1.9% on a year-over-year basis. During the same period last year, the business posted $0.89 earnings per share. Masco has set its FY 2026 guidance at 4.100-4.300 EPS.

Masco Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, March 9th. Stockholders of record on Friday, February 20th will be given a dividend of $0.32 per share. This is a boost from Masco’s previous quarterly dividend of $0.31. The ex-dividend date of this dividend is Friday, February 20th. This represents a $1.28 annualized dividend and a dividend yield of 1.7%. Masco’s dividend payout ratio is 32.21%.

Masco declared that its board has approved a share buyback plan on Tuesday, February 10th that authorizes the company to repurchase $2.00 billion in outstanding shares. This repurchase authorization authorizes the construction company to purchase up to 13.5% of its shares through open market purchases. Shares repurchase plans are generally a sign that the company’s board of directors believes its stock is undervalued.

More Masco News

Here are the key news stories impacting Masco this week:

• Positive Sentiment: Q4 beat and upbeat 2026 outlook — Masco reported Q4 EPS above consensus and provided FY26 guidance of $4.10–$4.30 per share, which traders viewed as constructive for earnings growth and margin improvement. Article Title
• Positive Sentiment: Large share repurchase and payout lift cash-return profile — Board authorized a $2.0 billion buyback (≈13% of shares) and raised the dividend, increasing capital return and supporting EPS accretion. Article Title
• Positive Sentiment: Immediate market reaction — Shares ran to a new 52-week high after the results, buyback and cost actions, signaling positive investor reception. Article Title
• Neutral Sentiment: Analyst actions mixed — Royal Bank of Canada raised its price target to $74 but kept a “sector perform” stance (PT still below the current trading level), indicating cautious analyst positioning despite the stronger setup. Article Title
• Neutral Sentiment: CEO equity plan adjusted — Compensation committee approved full‑value restricted stock grants for CEO Jonathon Nudi; this is standard for retention but can be slightly dilutive over time depending on vesting and share issuance. Article Title
• Negative Sentiment: Revenue miss and margin pressures remain — While EPS beat, revenue slightly trailed estimates and management highlighted ongoing margin pressure and the need for operational changes, which tempers the upside until execution on restructuring is proven. Article Title
• Negative Sentiment: Cost actions include job cuts — Management signaled restructuring and job reductions to restore margins; such moves reduce near-term costs but carry execution risk and potential one-time charges. Article Title

Analyst Ratings Changes

Several analysts have recently weighed in on the company. Oppenheimer reissued an “outperform” rating and issued a $88.00 target price on shares of Masco in a report on Wednesday. Wells Fargo & Company lifted their price target on Masco from $78.00 to $85.00 and gave the stock an “overweight” rating in a research report on Wednesday. Zacks Research cut Masco from a “strong-buy” rating to a “hold” rating in a research note on Monday, October 20th. Vertical Research began coverage on Masco in a report on Monday, October 20th. They issued a “hold” rating for the company. Finally, Weiss Ratings raised shares of Masco from a “hold (c+)” rating to a “buy (b-)” rating in a report on Thursday, February 5th. Seven investment analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $76.53.

Hedge Funds Weigh In On Masco

A number of large investors have recently made changes to their positions in the stock. Covestor Ltd grew its position in Masco by 20.7% during the fourth quarter. Covestor Ltd now owns 829 shares of the construction company’s stock worth $53,000 after buying an additional 142 shares during the period. Gateway Investment Advisers LLC boosted its stake in shares of Masco by 0.3% during the 3rd quarter. Gateway Investment Advisers LLC now owns 44,241 shares of the construction company’s stock worth $3,114,000 after acquiring an additional 143 shares in the last quarter. Andina Capital Management LLC boosted its stake in shares of Masco by 2.4% during the 4th quarter. Andina Capital Management LLC now owns 6,565 shares of the construction company’s stock worth $417,000 after acquiring an additional 154 shares in the last quarter. Pallas Capital Advisors LLC grew its holdings in shares of Masco by 1.4% in the 3rd quarter. Pallas Capital Advisors LLC now owns 12,128 shares of the construction company’s stock worth $854,000 after acquiring an additional 162 shares during the period. Finally, Dorsey & Whitney Trust CO LLC increased its stake in Masco by 3.5% in the 4th quarter. Dorsey & Whitney Trust CO LLC now owns 4,945 shares of the construction company’s stock valued at $314,000 after purchasing an additional 167 shares in the last quarter. Hedge funds and other institutional investors own 93.91% of the company’s stock.

Masco Stock Up 1.2%

The firm has a 50 day moving average of $67.25 and a two-hundred day moving average of $68.14. The stock has a market capitalization of $15.76 billion, a PE ratio of 20.11, a P/E/G ratio of 3.31 and a beta of 1.28. The company has a current ratio of 1.81, a quick ratio of 1.20 and a debt-to-equity ratio of 38.75.

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.