Masco (NYSE:MAS) Given New $85.00 Price Target at Truist Financial

Masco (NYSE:MAS) had its price target cut by Truist Financial from $90.00 to $85.00 in a research note released on Thursday,Benzinga reports. They currently have a buy rating on the construction company’s stock.

MAS has been the topic of several other reports. Robert W. Baird lifted their price objective on Masco from $72.00 to $80.00 and gave the stock a “neutral” rating in a report on Thursday, April 23rd. JPMorgan Chase & Co. increased their target price on Masco from $74.00 to $78.00 and gave the company a “neutral” rating in a report on Friday, April 24th. Royal Bank Of Canada raised their target price on Masco from $67.00 to $72.00 and gave the company a “sector perform” rating in a research report on Thursday, April 23rd. Zacks Research upgraded Masco from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. Finally, Wells Fargo & Company increased their price objective on Masco from $85.00 to $87.00 and gave the company an “overweight” rating in a research note on Tuesday, July 14th. One analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $79.93.

Masco Stock Performance

MAS opened at $72.27 on Thursday. The firm’s fifty day simple moving average is $75.29 and its two-hundred day simple moving average is $70.35. Masco has a 52-week low of $58.16 and a 52-week high of $83.64. The company has a market cap of $14.58 billion, a price-to-earnings ratio of 16.61, a PEG ratio of 1.69 and a beta of 1.29. The company has a quick ratio of 1.11, a current ratio of 1.86 and a debt-to-equity ratio of 109.07.

Masco (NYSE:MAS) last released its earnings results on Wednesday, July 29th. The construction company reported $1.64 EPS for the quarter, topping analysts’ consensus estimates of $1.32 by $0.32. Masco had a net margin of 11.61% and a return on equity of 2,379.08%. The business had revenue of $1.99 billion during the quarter, compared to analysts’ expectations of $2.08 billion. During the same quarter in the previous year, the company earned $1.30 earnings per share. The company’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. Equities analysts anticipate that Masco will post 4.5 earnings per share for the current fiscal year.

Masco declared that its board has authorized a share buyback program on Thursday, May 7th that allows the company to repurchase $300.00 million in outstanding shares. This repurchase authorization allows the construction company to purchase up to 2.1% of its shares through open market purchases. Shares repurchase programs are generally a sign that the company’s board of directors believes its stock is undervalued.

Masco Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, June 8th. Shareholders of record on Friday, May 22nd were issued a $0.32 dividend. The ex-dividend date was Friday, May 22nd. This represents a $1.28 dividend on an annualized basis and a yield of 1.8%. Masco’s dividend payout ratio is presently 29.43%.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in the stock. Bard Associates Inc. purchased a new position in Masco during the fourth quarter worth approximately $25,000. Sunbelt Securities Inc. acquired a new position in Masco during the third quarter worth $26,000. Bogart Wealth LLC grew its holdings in Masco by 2,550.0% in the 4th quarter. Bogart Wealth LLC now owns 424 shares of the construction company’s stock valued at $27,000 after buying an additional 408 shares in the last quarter. Headlands Technologies LLC grew its holdings in Masco by 114.5% in the 2nd quarter. Headlands Technologies LLC now owns 549 shares of the construction company’s stock valued at $35,000 after buying an additional 293 shares in the last quarter. Finally, CYBER HORNET ETFs LLC acquired a new stake in shares of Masco in the 2nd quarter worth $37,000. 93.91% of the stock is currently owned by institutional investors and hedge funds.

More Masco News

Here are the key news stories impacting Masco this week:

• Positive Sentiment: Masco reported second-quarter adjusted EPS of $1.64, well above the $1.32 consensus estimate and up from $1.30 a year earlier. Operating profit increased 14% to $470 million, while the company returned $454 million to shareholders through dividends and share repurchases. Masco Slides as 2Q Sales Fall, Tariff Pressures Overshadow Higher Profit
• Positive Sentiment: The company raised its fiscal 2026 adjusted EPS outlook to $4.40-$4.60 from $4.10-$4.30, partly reflecting an approximately $85 million net benefit from tariff refunds. The new range is above the roughly $4.27 analyst consensus. Masco raises 2026 EPS outlook
• Neutral Sentiment: Truist lowered its price target to $85 but retained a Buy rating, indicating continued long-term upside potential. Barclays reduced its target to $79 and shifted to Equal Weight, while Evercore cut its rating from Outperform to In-Line with a $78 target. Masco Analysts Slash Their Forecasts After Q2 Results
• Negative Sentiment: Second-quarter revenue fell 2.9% year over year to $1.99 billion, missing the $2.08 billion consensus estimate. Weaker North American volumes and a soft housing and home-improvement environment raised concerns about underlying demand, while tariff pressures overshadowed the profit improvement. Masco’s Q2 Earnings Beat on Tariff Refunds, Sales Miss
• Negative Sentiment: The earnings-related sales miss prompted analysts to lower forecasts and contributed to the stock’s decline, as investors appeared more concerned about organic growth and the sustainability of tariff-related benefits than the quarterly EPS beat.

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.