Masco (NYSE:MAS – Get Free Report) had its target price lowered by stock analysts at Barclays from $82.00 to $79.00 in a report released on Thursday,Benzinga reports. The firm presently has an “equal weight” rating on the construction company’s stock. Barclays‘s target price would indicate a potential upside of 8.63% from the company’s previous close.
Several other equities analysts have also weighed in on the stock. Citigroup cut their target price on shares of Masco from $84.00 to $79.00 and set a “neutral” rating for the company in a report on Thursday, April 23rd. UBS Group increased their price target on shares of Masco from $96.00 to $97.00 and gave the stock a “buy” rating in a report on Thursday, April 23rd. The Goldman Sachs Group raised their price target on shares of Masco from $79.00 to $90.00 and gave the company a “buy” rating in a research report on Thursday, April 23rd. Truist Financial lifted their price objective on shares of Masco from $85.00 to $90.00 and gave the company a “buy” rating in a report on Wednesday, April 22nd. Finally, Wells Fargo & Company upped their price objective on shares of Masco from $85.00 to $87.00 and gave the stock an “overweight” rating in a research report on Tuesday, July 14th. One investment analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $80.47.
Read Our Latest Stock Report on Masco
Masco Stock Down 10.9%
Masco (NYSE:MAS – Get Free Report) last announced its quarterly earnings results on Wednesday, July 29th. The construction company reported $1.64 earnings per share for the quarter, beating the consensus estimate of $1.32 by $0.32. Masco had a return on equity of 815.20% and a net margin of 10.90%.The company had revenue of $1.99 billion during the quarter, compared to analysts’ expectations of $2.08 billion. During the same period last year, the business earned $1.30 earnings per share. Masco’s quarterly revenue was down 2.9% on a year-over-year basis. Masco has set its FY 2026 guidance at 4.400-4.600 EPS. As a group, sell-side analysts anticipate that Masco will post 4.25 earnings per share for the current year.
Masco declared that its Board of Directors has authorized a stock buyback program on Thursday, May 7th that allows the company to buyback $300.00 million in shares. This buyback authorization allows 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 board of directors believes its stock is undervalued.
Institutional Investors Weigh In On Masco
A number of institutional investors have recently added to or reduced their stakes in MAS. Boston Trust Walden Corp raised its position in shares of Masco by 37.7% during the 1st quarter. Boston Trust Walden Corp now owns 713,598 shares of the construction company’s stock worth $43,080,000 after purchasing an additional 195,509 shares during the last quarter. Cambiar Investors LLC boosted its holdings in Masco by 733.9% in the 4th quarter. Cambiar Investors LLC now owns 612,832 shares of the construction company’s stock worth $38,890,000 after buying an additional 539,339 shares during the last quarter. Balefire LLC purchased a new stake in Masco during the 1st quarter worth approximately $1,021,000. Oak Thistle LLC purchased a new stake in Masco during the 4th quarter worth approximately $2,123,000. Finally, Foster Victor Wealth Advisors LLC raised its holdings in shares of Masco by 3.8% during the fourth quarter. Foster Victor Wealth Advisors LLC now owns 233,239 shares of the construction company’s stock valued at $16,436,000 after acquiring an additional 8,457 shares during the last quarter. Institutional investors and hedge funds own 93.91% of the company’s stock.
Masco News Summary
Here are the key news stories impacting Masco this week:
- Positive Sentiment: Masco reported second-quarter adjusted EPS of $1.64, above the $1.32 analyst consensus and up from $1.30 a year earlier. Operating profit increased 14% to $470 million, while operating margin expanded to 23.6%. Masco earnings report
- Positive Sentiment: The company raised its fiscal 2026 adjusted EPS outlook to $4.40-$4.60 from $4.10-$4.30, above the roughly $4.27 consensus. The increase includes an estimated $85 million net benefit from tariff refunds. Masco raises 2026 EPS outlook
- Neutral Sentiment: Masco returned $454 million to shareholders through dividends and share repurchases, and ended the quarter with $1.548 billion in liquidity, supporting its capital-return program and financial flexibility. Masco Q2 results
- Negative Sentiment: Revenue fell 2.9% year over year to $1.99 billion, below the $2.08 billion estimate. The shortfall was attributed largely to weaker North American volumes, reinforcing concerns about soft housing and home-improvement demand. Masco Q2 earnings beat and sales miss
- Negative Sentiment: Investors appeared concerned that the earnings beat and guidance increase were driven substantially by one-time tariff refunds rather than stronger sales. Management’s commentary on demand, margins and the pace of recovery provided limited reassurance, prompting the market reaction despite the higher outlook. Cramer’s Stop Trading: Masco
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.
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