Fiduciary Management Inc. WI Lowers Stock Position in Masco Corporation $MAS

Posted by Stanley Muller on Jun 7th, 2026

Fiduciary Management Inc. WI lowered its position in Masco Corporation (NYSE:MAS – Free Report) by 8.8% in the 4th quarter, HoldingsChannel.com reports. The firm owned 2,636,618 shares of the construction company’s stock after selling 253,244 shares during the period. Masco comprises about 1.8% of Fiduciary Management Inc. WI’s portfolio, making the stock its 22nd largest holding. Fiduciary Management Inc. WI’s holdings in Masco were worth $167,320,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently made changes to their positions in the company. Nordea Investment Management AB raised its holdings in shares of Masco by 6.5% in the fourth quarter. Nordea Investment Management AB now owns 4,371,864 shares of the construction company’s stock valued at $278,619,000 after purchasing an additional 267,012 shares during the last quarter. Swiss Life Asset Management Ltd raised its holdings in shares of Masco by 347.5% in the third quarter. Swiss Life Asset Management Ltd now owns 102,810 shares of the construction company’s stock valued at $7,237,000 after purchasing an additional 79,834 shares during the last quarter. Atria Investments Inc raised its holdings in shares of Masco by 31.8% in the third quarter. Atria Investments Inc now owns 106,086 shares of the construction company’s stock valued at $7,467,000 after purchasing an additional 25,608 shares during the last quarter. Cresset Asset Management LLC raised its holdings in shares of Masco by 30.4% in the third quarter. Cresset Asset Management LLC now owns 71,294 shares of the construction company’s stock valued at $5,018,000 after purchasing an additional 16,612 shares during the last quarter. Finally, Rafferty Asset Management LLC raised its holdings in shares of Masco by 97.6% in the third quarter. Rafferty Asset Management LLC now owns 184,516 shares of the construction company’s stock valued at $12,988,000 after purchasing an additional 91,161 shares during the last quarter. Hedge funds and other institutional investors own 93.91% of the company’s stock.

Masco Stock Performance

NYSE MAS opened at $69.42 on Friday. Masco Corporation has a 52-week low of $58.16 and a 52-week high of $79.19. The company has a 50-day simple moving average of $66.97 and a 200 day simple moving average of $66.71. The company has a debt-to-equity ratio of 109.07, a quick ratio of 1.11 and a current ratio of 1.75. The company has a market capitalization of $14.00 billion, a PE ratio of 17.23, a price-to-earnings-growth ratio of 1.71 and a beta of 1.31.

Masco (NYSE:MAS – Get Free Report) last posted its quarterly earnings data 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. The business had revenue of $1.92 billion during the quarter, compared to the consensus estimate of $2.07 billion. Masco had a net margin of 10.90% and a return on equity of 815.20%. The firm’s quarterly revenue was up 6.5% compared to the same quarter last year. During the same quarter last year, the company posted $0.87 earnings per share. Masco has set its FY 2026 guidance at 4.100-4.300 EPS. On average, research analysts predict that Masco Corporation will post 4.25 EPS for the current year.

Masco Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, June 8th. Shareholders of record on Friday, May 22nd will be given a dividend of $0.32 per share. This represents a $1.28 dividend on an annualized basis and a yield of 1.8%. The ex-dividend date is Friday, May 22nd. Masco’s dividend payout ratio (DPR) is currently 31.76%.

Masco declared that its Board of Directors has authorized a share repurchase program on Tuesday, February 10th that allows the company to buyback $2.00 billion in shares. This buyback authorization allows the construction company to buy up to 13.5% of its stock through open market purchases. Stock buyback programs are typically a sign that the company’s leadership believes its shares are undervalued.

Analysts Set New Price Targets

Several analysts have recently commented on MAS shares. Oppenheimer reiterated an “outperform” rating and issued a $88.00 target price on shares of Masco in a report on Wednesday, February 11th. Barclays increased their target price on shares of Masco from $65.00 to $78.00 and gave the company an “equal weight” rating in a report on Wednesday, April 22nd. Bank of America lowered their target price on shares of Masco from $69.00 to $61.00 and set an “underperform” rating for the company in a report on Monday, April 20th. The Goldman Sachs Group raised their price objective on shares of Masco from $79.00 to $90.00 and gave the stock a “buy” rating in a report on Thursday, April 23rd. Finally, 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 report on Monday, April 13th. Seven equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $80.07.

Read Our Latest Analysis on Masco

Masco Company Profile

(Free Report)

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.