Wealthfront Advisers LLC Has $6.22 Million Holdings in Masco Corporation $MAS

Wealthfront Advisers LLC lowered its position in Masco Corporation (NYSE:MAS) by 11.3% during the third quarter, Holdings Channel reports. The firm owned 88,387 shares of the construction company’s stock after selling 11,219 shares during the period. Wealthfront Advisers LLC’s holdings in Masco were worth $6,222,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of MAS. Gateway Investment Advisers LLC raised its stake in Masco by 0.3% during the third quarter. Gateway Investment Advisers LLC now owns 44,241 shares of the construction company’s stock worth $3,114,000 after buying an additional 143 shares during the last quarter. Concurrent Investment Advisors LLC grew its holdings in Masco by 3.3% during the 3rd quarter. Concurrent Investment Advisors LLC now owns 5,284 shares of the construction company’s stock worth $372,000 after acquiring an additional 171 shares during the period. Applied Finance Capital Management LLC grew its holdings in Masco by 3.2% during the 2nd quarter. Applied Finance Capital Management LLC now owns 5,593 shares of the construction company’s stock worth $360,000 after acquiring an additional 173 shares during the period. Foster & Motley Inc. raised its position in shares of Masco by 0.6% in the 3rd quarter. Foster & Motley Inc. now owns 27,077 shares of the construction company’s stock worth $1,906,000 after acquiring an additional 173 shares in the last quarter. Finally, Transcend Capital Advisors LLC lifted its stake in shares of Masco by 2.8% in the 2nd quarter. Transcend Capital Advisors LLC now owns 6,503 shares of the construction company’s stock valued at $419,000 after purchasing an additional 176 shares during the period. 93.91% of the stock is owned by institutional investors.

Masco Trading Up 1.2%

NYSE MAS opened at $77.41 on Friday. The company has a quick ratio of 1.20, a current ratio of 1.81 and a debt-to-equity ratio of 38.75. Masco Corporation has a 52 week low of $56.55 and a 52 week high of $79.19. The business has a 50 day moving average price of $67.25 and a 200-day moving average price of $68.14. The company has a market cap of $15.76 billion, a price-to-earnings ratio of 20.11, a P/E/G ratio of 3.31 and a beta of 1.28.

Masco (NYSE:MAS) last posted its quarterly earnings results on Tuesday, February 10th. The construction company reported $0.82 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.78 by $0.04. Masco had a net margin of 10.71% and a return on equity of 856.70%. The business had revenue of $1.79 billion during the quarter, compared to the consensus estimate of $1.82 billion. During the same quarter last year, the firm posted $0.89 EPS. Masco’s revenue was down 1.9% compared to the same quarter last year. Masco has set its FY 2026 guidance at 4.100-4.300 EPS. As a group, equities analysts expect that Masco Corporation will post 4.34 earnings per share for the current fiscal year.

Masco announced that its Board of Directors has approved a stock repurchase program on Tuesday, February 10th that authorizes the company to repurchase $2.00 billion in shares. This repurchase authorization authorizes the construction company to purchase up to 13.5% of its shares through open market purchases. Shares repurchase programs are typically an indication that the company’s leadership believes its stock is undervalued.

Masco Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, March 9th. Investors of record on Friday, February 20th will be issued a $0.32 dividend. The ex-dividend date is Friday, February 20th. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.7%. This is a boost from Masco’s previous quarterly dividend of $0.31. Masco’s dividend payout ratio (DPR) is currently 32.21%.

Key Stories Impacting Masco

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 equities research analysts recently commented on the company. Wells Fargo & Company raised their target price on Masco from $78.00 to $85.00 and gave the stock an “overweight” rating in a research note on Wednesday. Argus cut their price target on Masco from $82.00 to $80.00 and set a “buy” rating on the stock in a report on Wednesday, November 5th. Vertical Research began coverage on shares of Masco in a research report on Monday, October 20th. They set a “hold” rating for the company. Evercore ISI set a $78.00 target price on shares of Masco in a research report on Wednesday. Finally, Citigroup increased their target price on shares of Masco from $71.00 to $84.00 and gave the stock a “neutral” rating in a research note on Thursday. Seven research analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Hold” and a consensus target price of $76.53.

Masco 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.