Zacks Research Issues Positive Estimate for Masco Earnings

Masco Corporation (NYSE:MAS) – Zacks Research boosted their Q2 2026 earnings estimates for shares of Masco in a research report issued on Wednesday, May 13th. Zacks Research analyst Team now expects that the construction company will post earnings per share of $1.28 for the quarter, up from their previous forecast of $1.26. The consensus estimate for Masco’s current full-year earnings is $4.25 per share. Zacks Research also issued estimates for Masco’s Q3 2026 earnings at $1.04 EPS, FY2026 earnings at $4.27 EPS, Q3 2027 earnings at $1.17 EPS, Q4 2027 earnings at $1.06 EPS, Q1 2028 earnings at $1.21 EPS and FY2028 earnings at $5.19 EPS.

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

A number of other research firms have also weighed in on MAS. BMO Capital Markets reduced their price objective on shares of Masco from $77.00 to $75.00 and set a “market perform” rating for the company in a research note on Monday, April 20th. Evercore upgraded shares of Masco from an “in-line” rating to an “outperform” rating and set a $78.00 price objective for the company in a research note on Monday, April 13th. Weiss Ratings upgraded shares of Masco from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday. Wells Fargo & Company raised their price objective on shares of Masco from $70.00 to $82.00 and gave the company an “overweight” rating in a research note on Thursday, April 23rd. Finally, UBS Group raised their price objective on shares of Masco from $96.00 to $97.00 and gave the company a “buy” rating in a research note on Thursday, April 23rd. Eight investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $80.07.

Masco Stock Up 1.1%

Shares of Masco stock opened at $68.23 on Friday. 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 company has a 50-day moving average of $65.04 and a 200 day moving average of $66.22. The firm has a market cap of $13.76 billion, a price-to-earnings ratio of 16.93, a PEG ratio of 1.66 and a beta of 1.34. Masco has a 1 year low of $58.16 and a 1 year high of $79.19.

Masco Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, June 8th. Shareholders of record on Friday, May 22nd will be paid a dividend of $0.32 per share. This represents a $1.28 dividend on an annualized basis and a yield of 1.9%. The ex-dividend date is Friday, May 22nd. Masco’s dividend payout ratio (DPR) is currently 31.76%.

Masco announced that its Board of Directors has initiated a share repurchase plan on Tuesday, February 10th that authorizes the company to buyback $2.00 billion in outstanding shares. This buyback authorization authorizes the construction company to reacquire up to 13.5% of its shares through open market purchases. Shares buyback plans are generally an indication that the company’s leadership believes its stock is undervalued.

Insiders Place Their Bets

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

Institutional Trading of Masco

Institutional investors have recently made changes to their positions in the stock. Bard Associates Inc. purchased a new stake in shares of Masco during the 4th quarter valued at about $25,000. Rossby Financial LCC boosted its holdings in shares of Masco by 134.2% during the 3rd quarter. Rossby Financial LCC now owns 370 shares of the construction company’s stock valued at $26,000 after acquiring an additional 212 shares during the last quarter. Sunbelt Securities Inc. purchased a new stake in shares of Masco during the 3rd quarter valued at about $26,000. Bogart Wealth LLC boosted its holdings in shares of Masco by 2,550.0% during the 4th quarter. Bogart Wealth LLC now owns 424 shares of the construction company’s stock valued at $27,000 after acquiring an additional 408 shares during the last quarter. Finally, Community Bank N.A. purchased a new stake in shares of Masco during the 3rd quarter valued at about $34,000. Hedge funds and other institutional investors own 93.91% of the company’s stock.

Key Masco News

Here are the key news stories impacting Masco this week:

• Positive Sentiment: Zacks Research raised its FY2026 earnings estimate for Masco to $4.27 per share from $4.22, a modest sign of stronger near-term profit expectations versus the current consensus of $4.25.
• Positive Sentiment: The same analyst group lifted its Q2 2026 EPS estimate to $1.28 from $1.26 and increased its Q1 2028 EPS forecast to $1.21 from $1.15, indicating confidence in Masco’s earnings trajectory over the next few years.
• Positive Sentiment: Zacks also nudged up its FY2028 EPS estimate to $5.19 from $5.18, reinforcing the view that Masco can continue compounding earnings over the long term.
• Positive Sentiment: Masco recently outlined its growth strategy and long-term financial targets at Investor Day, which may be helping investors focus on the company’s 2028 goals rather than just short-term construction-market noise. Masco Corporation Provides Strategic Update and Long-Term Financial Targets
• Neutral Sentiment: At the annual meeting, shareholders approved governance changes and elected directors, which is more of a corporate housekeeping update than a direct earnings catalyst. Masco Shareholders Approve Governance Changes and Board Elections
• Negative Sentiment: Zacks trimmed its estimates for Q3 2026, Q3 2027, and Q4 2027 EPS, which could temper enthusiasm by suggesting some quarter-to-quarter earnings pressure later in the forecast period.

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.