Royal Bank Of Canada Forecasts Strong Price Appreciation for Masco (NYSE:MAS) Stock

Masco (NYSE:MAS) had its price objective upped by stock analysts at Royal Bank Of Canada from $67.00 to $74.00 in a note issued to investors on Wednesday,Benzinga reports. The firm presently has a “sector perform” rating on the construction company’s stock. Royal Bank Of Canada’s target price points to a potential downside of 2.71% from the stock’s current price.

Several other research firms have also commented on MAS. Oppenheimer reaffirmed an “outperform” rating and set a $88.00 target price on shares of Masco in a report on Wednesday. UBS Group lowered their price objective on Masco from $85.00 to $84.00 and set a “buy” rating for the company in a research note on Thursday, October 30th. Zelman & Associates cut Masco to a “neutral” rating in a research note on Wednesday. Evercore ISI set a $78.00 price objective on shares of Masco in a research report on Wednesday. Finally, Evercore decreased their target price on shares of Masco from $75.00 to $70.00 and set an “in-line” rating for the company in a research report on Thursday, October 30th. Seven equities research analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company’s stock. According to data from MarketBeat, Masco presently has a consensus rating of “Hold” and an average price target of $75.69.

Masco Stock Performance

MAS stock traded down $1.76 during trading on Wednesday, hitting $76.06. 1,748,345 shares of the company’s stock traded hands, compared to its average volume of 2,610,298. The stock has a market capitalization of $15.80 billion, a price-to-earnings ratio of 19.51, a price-to-earnings-growth ratio of 3.12 and a beta of 1.28. Masco has a 52 week low of $56.55 and a 52 week high of $79.19. The stock has a fifty day moving average price of $66.75 and a two-hundred day moving average price of $68.02. The company has a quick ratio of 1.20, a current ratio of 1.88 and a debt-to-equity ratio of 17.53.

Masco (NYSE:MAS) last posted its quarterly earnings results on Tuesday, February 10th. The construction company reported $0.82 EPS for the quarter, beating the consensus estimate of $0.78 by $0.04. The business had revenue of $1.79 billion during the quarter, compared to analyst estimates of $1.82 billion. Masco had a net margin of 10.89% and a return on equity of 1,317.38%. The company’s quarterly revenue was down 1.9% on a year-over-year basis. During the same period in the previous year, the business posted $0.89 EPS. Masco has set its FY 2026 guidance at 4.100-4.300 EPS. As a group, equities analysts anticipate that Masco will post 4.34 EPS for the current fiscal year.

Masco announced that its board has authorized a share repurchase program on Tuesday, February 10th that permits the company to repurchase $2.00 billion in shares. This repurchase authorization permits the construction company to purchase up to 13.5% of its stock through open market purchases. Stock repurchase programs are typically a sign that the company’s board of directors believes its stock is undervalued.

Institutional Trading of Masco

A number of hedge funds and other institutional investors have recently modified their holdings of MAS. Norges Bank purchased a new position in Masco during the fourth quarter valued at approximately $194,818,000. Wellington Management Group LLP acquired a new stake in shares of Masco during the 3rd quarter valued at $192,948,000. Jacobs Levy Equity Management Inc. grew its holdings in shares of Masco by 443.6% during the 3rd quarter. Jacobs Levy Equity Management Inc. now owns 2,330,523 shares of the construction company’s stock valued at $164,046,000 after acquiring an additional 1,901,815 shares in the last quarter. Vanguard Group Inc. grew its holdings in shares of Masco by 6.6% during the 2nd quarter. Vanguard Group Inc. now owns 28,872,772 shares of the construction company’s stock valued at $1,858,252,000 after acquiring an additional 1,780,673 shares in the last quarter. Finally, Holocene Advisors LP increased its stake in shares of Masco by 48.6% in the second quarter. Holocene Advisors LP now owns 5,001,386 shares of the construction company’s stock worth $321,889,000 after acquiring an additional 1,635,746 shares during the last quarter. Institutional investors own 93.91% of the company’s stock.

Key Headlines Impacting Masco

Here are the key news stories impacting Masco this week:

• Positive Sentiment: Board authorized a $2.0 billion share repurchase (≈13.4% of shares), a strong capital-return signal that supports EPS and shareholder value. Article Title
• Positive Sentiment: Quarterly dividend raised to $0.32 (3.2% increase), boosting income appeal and signaling confidence in cash flow. Article Title
• Positive Sentiment: Masco issued FY‑2026 EPS guidance of $4.10–$4.30, which sits at or slightly above Street expectations and reflects planned margin expansion. This outlook underpins upside to valuation. Article Title
• Positive Sentiment: Adjusted Q4 EPS beat consensus ($0.82 vs. $0.78), showing profitability resilience despite lower sales. Article Title
• Neutral Sentiment: Revenue missed estimates (reported ~$1.79B vs. ~$1.82B expected) and net sales were down ~2% YoY — a near‑term headwind for top‑line growth while cost actions are implemented. Article Title
• Neutral Sentiment: Management cites margin expansion and restructuring as drivers of the outlook — positive for long‑term margins but timing/one‑time costs create near‑term uncertainty. Article Title
• Negative Sentiment: Reports mention job cuts and restructuring actions; while aimed at lowering costs, layoffs can weigh on sentiment and signal near‑term disruptions. Article Title

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.