Masco (NYSE:MAS) Updates FY 2026 Earnings Guidance

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

Wall Street Analyst Weigh In

Several brokerages have recently weighed in on MAS. Robert W. Baird reduced their target price on Masco from $82.00 to $72.00 and set a “neutral” rating for the company in a research note on Tuesday. Citigroup boosted their price target on shares of Masco from $71.00 to $84.00 and gave the stock a “neutral” rating in a report on Thursday, February 12th. Wells Fargo & Company reduced their price objective on shares of Masco from $85.00 to $70.00 and set an “overweight” rating for the company in a research report on Wednesday, April 8th. BMO Capital Markets decreased their price objective on shares of Masco from $77.00 to $75.00 and set a “market perform” rating on the stock in a report on Monday. Finally, Zelman & Associates lowered shares of Masco to a “hold” rating in a research report on Wednesday, February 11th. Seven analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Masco presently has an average rating of “Hold” and a consensus price target of $74.25.

Masco Price Performance

Shares of Masco stock opened at $73.64 on Wednesday. The stock has a market capitalization of $14.94 billion, a P/E ratio of 19.20, a PEG ratio of 1.89 and a beta of 1.29. The business has a 50 day simple moving average of $65.71 and a two-hundred day simple moving average of $65.82. Masco has a 12 month low of $56.55 and a 12 month high of $79.19. The company has a debt-to-equity ratio of 38.75, a current ratio of 1.81 and a quick ratio of 1.14.

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 analysts’ consensus estimates of $0.88 by $0.16. Masco had a return on equity of 856.70% and a net margin of 10.71%.The firm had revenue of $1.92 billion for the quarter, compared to analyst estimates of $2.07 billion. During the same period in the previous year, the company posted $0.87 earnings per share. The business’s revenue was up 6.5% on a year-over-year basis. Masco has set its FY 2026 guidance at 4.100-4.300 EPS. As a group, analysts predict that Masco will post 4.18 EPS 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 issued a dividend of $0.32 per share. The ex-dividend date of this dividend was Friday, February 20th. This is a positive change from Masco’s previous quarterly dividend of $0.31. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.7%. Masco’s payout ratio is currently 33.25%.

Masco announced that its board has initiated a share buyback program on Tuesday, February 10th that allows the company to buyback $2.00 billion in shares. This buyback authorization allows the construction company to reacquire up to 13.5% of its shares through open market purchases. Shares buyback programs are usually a sign that the company’s leadership believes its shares are undervalued.

Insider Activity at Masco

In other 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 value of $53,724.24. Following the transaction, the chief accounting officer directly owned 12,510 shares of the company’s stock, valued at approximately $899,719.20. This trade represents a 5.63% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. 0.55% of the stock is owned by company insiders.

Masco News Summary

Here are the key news stories impacting Masco this week:

• Positive Sentiment: Masco provided FY‑2026 EPS guidance of $4.10–$4.30, which is essentially in line with the $4.18 sell‑side consensus — the guide gives some clarity on full‑year expectations. View Press Release
• Positive Sentiment: Operational metrics remain solid: reported net margin of ~10.7% and an unusually high ROE figure (reported 856.7%)—indicating profitable operations (note ROE can be distorted by equity levels). View Press Release
• Neutral Sentiment: Planned leadership transitions announced (retirements of Jai Shah and Rick Marshall) — expected/managed succession rather than sudden departures, so likely neutral for long‑term strategy but worth monitoring. Masco Corporation Announces Leadership Changes
• Neutral Sentiment: Governance topic: a vote/discussion around special meeting rights and shareholder value has drawn attention — could influence investor sentiment/policy but not immediate operational impact. Masco Governance Vote
• Neutral Sentiment: Analyst preview coverage and previews highlighted areas to watch in Q1 (volume, mix, and backlog) — useful context but not market-moving alone. Q1 Earnings Preview
• Negative Sentiment: Q1 results missed expectations: EPS $1.04 vs. $1.31 consensus and revenue $1.92B vs. $2.07B expected — the earnings and top‑line miss are the primary driver of today’s negative reaction. View Press Release View Slide Deck
• Negative Sentiment: Analyst actions: Bank of America cut its price target to $61 and BMO lowered expectations/price target (recently $75) and moved to more cautious stances — these downgrades amplify selling pressure following the miss. Bank of America Lowers Price Target BMO Lowers Expectations

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the stock. Aptus Capital Advisors LLC raised its position in shares of Masco by 8.9% during the 4th quarter. Aptus Capital Advisors LLC now owns 3,323 shares of the construction company’s stock valued at $211,000 after buying an additional 271 shares during the period. Quarry LP grew its position in Masco by 86.6% in the fourth quarter. Quarry LP now owns 1,998 shares of the construction company’s stock worth $127,000 after acquiring an additional 927 shares during the period. McMillan Office Inc. acquired a new stake in Masco during the fourth quarter worth $108,000. Faithward Advisors LLC purchased a new stake in Masco in the third quarter valued at $212,000. Finally, Moors & Cabot Inc. purchased a new stake in Masco in the third quarter valued at $207,000. 93.91% of the stock is currently 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.