Key Points
- Masco CAO Heath Eisman sold 747 shares on Feb. 26 at an average $71.92 for $53,724.24, reducing his stake by 5.63% to 12,510 shares (≈$899,719).
- Board approved a $2.0 billion share repurchase (up to about 13.5% of shares) and the company raised its quarterly dividend to $0.32 (annualized $1.28, ~1.8% yield).
- Masco reported Q results with EPS of $0.82 (beat $0.78) and revenue of $1.79B (down 1.9% YoY and slightly below estimates), set FY2026 guidance of 4.10–4.30 EPS, and carries an average analyst rating of "Hold" with a $76.94 consensus target.
Masco Corporation (NYSE:MAS - Get Free Report) CAO Heath Eisman sold 747 shares of Masco stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $71.92, for a total value of $53,724.24. Following the completion of 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 accessible through this link.
Masco Trading Down 1.1%
NYSE MAS opened at $71.58 on Friday. The stock has a market capitalization of $14.57 billion, a P/E ratio of 18.59, a P/E/G ratio of 2.06 and a beta of 1.28. The business has a 50 day simple moving average of $69.58 and a 200 day simple moving average of $68.59. 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 Corporation has a one year low of $56.55 and a one year high of $79.19.
Masco (NYSE:MAS - Get Free Report) last issued its quarterly earnings results on Tuesday, February 10th. The construction company reported $0.82 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.78 by $0.04. The firm had revenue of $1.79 billion for the quarter, compared to analyst estimates of $1.82 billion. Masco had a return on equity of 856.70% and a net margin of 10.71%.The company's revenue was down 1.9% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.89 earnings per share. Masco has set its FY 2026 guidance at 4.100-4.300 EPS. Research analysts expect that Masco Corporation will post 4.34 earnings per share for the current year.
Masco announced that its board has approved a share repurchase program on Tuesday, February 10th that authorizes the company to repurchase $2.00 billion in shares. This repurchase authorization authorizes the construction company to purchase up to 13.5% of its stock through open market purchases. Stock repurchase programs are usually a sign that the company's management believes its stock is undervalued.
Masco Increases Dividend
The business also recently declared a quarterly dividend, which will be paid on Monday, March 9th. Shareholders of record on Friday, February 20th will be issued a $0.32 dividend. The ex-dividend date is 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 yield of 1.8%. Masco's dividend payout ratio is 33.25%.
Analyst Upgrades and Downgrades
Several analysts have recently commented on MAS shares. Oppenheimer restated an "outperform" rating and issued a $88.00 target price on shares of Masco in a research note on Wednesday, February 11th. Barclays reissued an "equal weight" rating and issued a $71.00 price objective (down from $76.00) on shares of Masco in a research note on Monday, December 8th. Evercore set a $78.00 target price on Masco in a research report on Wednesday, February 11th. Robert W. Baird set a $82.00 target price on Masco in a report on Wednesday, February 11th. Finally, Royal Bank Of Canada lifted their price target on shares of Masco from $67.00 to $74.00 and gave the company a "sector perform" rating in a research report on Wednesday, February 11th. Seven research analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company's stock. According to MarketBeat, the company currently has an average rating of "Hold" and a consensus target price of $76.94.
Get Our Latest Analysis on MAS
Institutional Inflows and Outflows
Several hedge funds and other institutional investors have recently added to or reduced their stakes in MAS. MidFirst Bank purchased a new stake in Masco in the 4th quarter valued at about $199,000. Kera Capital Partners Inc. grew its holdings in shares of Masco by 44.9% in the fourth quarter. Kera Capital Partners Inc. now owns 11,217 shares of the construction company's stock valued at $741,000 after acquiring an additional 3,478 shares in the last quarter. Van Diest Capital LLC purchased a new stake in shares of Masco during the fourth quarter valued at approximately $209,000. Invesco Ltd. lifted its holdings in Masco by 18.0% during the fourth quarter. Invesco Ltd. now owns 3,405,974 shares of the construction company's stock worth $216,143,000 after acquiring an additional 518,679 shares during the period. Finally, Corient Private Wealth LLC boosted its position in Masco by 504.0% in the fourth quarter. Corient Private Wealth LLC now owns 226,741 shares of the construction company's stock worth $14,389,000 after purchasing an additional 189,203 shares during the last quarter. 93.91% of the stock is currently owned by hedge funds and other institutional investors.
About Masco
(
Get 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.
Further Reading
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