NewEdge Wealth LLC Purchases New Holdings in Masco Corporation $MAS

Posted by Brian Himes on Aug 23rd, 2026

NewEdge Wealth LLC acquired a new position in shares of Masco Corporation (NYSE:MAS – Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 6,814 shares of the construction company’s stock, valued at approximately $554,000.

Other hedge funds have also recently bought and sold shares of the company. Boston Trust Walden Corp increased its position in Masco by 37.7% in the first 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 period. Balefire LLC bought a new stake in Masco during the 1st quarter worth about $1,021,000. Oppenheimer Asset Management Inc. lifted its position in Masco by 6.1% during the 4th quarter. Oppenheimer Asset Management Inc. now owns 157,237 shares of the construction company’s stock valued at $9,978,000 after purchasing an additional 9,107 shares during the period. Fideuram Intesa Sanpaolo Private Banking S.P.A. acquired a new position in Masco during the 4th quarter valued at about $1,411,000. Finally, MGO One Seven LLC boosted its stake in shares of Masco by 135.1% in the 4th quarter. MGO One Seven LLC now owns 17,820 shares of the construction company’s stock valued at $1,131,000 after purchasing an additional 10,239 shares during the last quarter. 93.91% of the stock is currently owned by institutional investors.

Trending Headlines about Masco

Here are the key news stories impacting Masco this week:

Positive Sentiment: Zacks raised its FY2026 EPS forecast to $4.49 from $4.27, a meaningful improvement, and increased its FY2027 forecast slightly to $4.71 from $4.69.
Positive Sentiment: Quarterly estimates also improved for Q1 2027, to $1.12 from $1.10; Q2 2027, to $1.42 from $1.35; and Q1 2028, to $1.28 from $1.22. These increases indicate some expectations for stronger earnings in portions of the forward period.
Neutral Sentiment: The current-year analyst consensus remains $4.52 per share, close to Zacks’ revised FY2026 estimate. Zacks also projects FY2028 EPS of $5.17, although that forecast was reduced from $5.25.
Negative Sentiment: Zacks cut estimates for several periods: Q3 2026 EPS to $0.99 from $1.04, Q4 2026 to $0.82 from $0.91, Q3 2027 to $1.13 from $1.18, Q4 2027 to $1.03 from $1.07, and Q2 2028 to $1.39 from $1.43.
Negative Sentiment: The broad reduction to the FY2028 outlook suggests analysts see some pressure on Masco’s longer-term earnings growth. Combined with the lower near-term quarterly forecasts, the revisions are likely a modest headwind for MAS, even though select annual and quarterly estimates were raised.

Analyst Upgrades and Downgrades

MAS has been the subject of several analyst reports. UBS Group lowered their price target on shares of Masco from $97.00 to $94.00 and set a “buy” rating for the company in a research report on Thursday, July 30th. Evercore lowered shares of Masco from an “outperform” rating to an “in-line” rating and set a $78.00 price objective on the stock. in a report on Thursday, July 30th. Barclays reduced their price objective on shares of Masco from $82.00 to $79.00 and set an “equal weight” rating on the stock in a research note on Thursday, July 30th. Wells Fargo & Company upped their target price on shares of Masco from $85.00 to $87.00 and gave the company an “overweight” rating in a research report on Tuesday, July 14th. Finally, Deutsche Bank Aktiengesellschaft set a $74.00 price target on Masco in a research note on Monday, August 3rd. Seven equities research analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $79.87.

Check Out Our Latest Stock Report on MAS

Masco Trading Up 0.1%

NYSE:MAS opened at $73.39 on Friday. The company has a debt-to-equity ratio of 109.07, a current ratio of 1.86 and a quick ratio of 1.22. The business’s 50-day simple moving average is $76.80 and its 200-day simple moving average is $71.00. Masco Corporation has a fifty-two week low of $58.16 and a fifty-two week high of $83.64. The stock has a market capitalization of $14.47 billion, a PE ratio of 16.87, a price-to-earnings-growth ratio of 1.86 and a beta of 1.30.

Masco (NYSE:MAS – Get Free Report) last announced its earnings results on Wednesday, July 29th. The construction company reported $1.64 EPS for the quarter, topping the consensus estimate of $1.32 by $0.32. Masco had a net margin of 11.61% and a return on equity of 2,379.08%. The firm had revenue of $1.99 billion for the quarter, compared to the consensus estimate of $2.08 billion. During the same period last year, the company posted $1.30 EPS. The business’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. Sell-side analysts expect that Masco Corporation will post 4.52 earnings per share for the current fiscal year.

Masco announced that its Board of Directors has initiated a share buyback plan on Thursday, May 7th that permits the company to repurchase $300.00 million in outstanding shares. This repurchase authorization permits the construction company to buy up to 2.1% of its shares through open market purchases. Shares repurchase plans are generally an indication that the company’s board believes its shares are undervalued.

Masco Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, August 28th. Shareholders of record on Monday, August 24th will be paid a $0.32 dividend. The ex-dividend date of this dividend is Monday, August 24th. This represents a $1.28 annualized dividend and a dividend yield of 1.7%. Masco’s dividend payout ratio (DPR) is currently 29.43%.

About Masco

(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.