Masco (NYSE:MAS) Updates FY 2026 Earnings Guidance

Masco (NYSE:MAS) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 4.100-4.300 for the period, compared to the consensus earnings per share estimate of 4.180. The company issued revenue guidance of -.

Masco Price Performance

Shares of MAS stock traded down $1.64 on Wednesday, reaching $76.18. The company’s stock had a trading volume of 400,146 shares, compared to its average volume of 2,553,290. The company has a market capitalization of $15.82 billion, a P/E ratio of 19.57, a PEG ratio of 3.12 and a beta of 1.28. Masco has a 12-month low of $56.55 and a 12-month high of $79.19. The stock’s 50 day simple moving average is $66.75 and its 200-day simple moving average is $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 announced its earnings results on Tuesday, February 10th. The construction company reported $0.82 earnings per share for the quarter, topping analysts’ consensus estimates of $0.78 by $0.04. Masco had a return on equity of 1,317.38% and a net margin of 10.89%.The business had revenue of $1.79 billion for the quarter, compared to analyst estimates of $1.82 billion. During the same period in the prior year, the company earned $0.89 EPS. The company’s quarterly revenue was down 1.9% compared to the same quarter last year. Masco has set its FY 2026 guidance at 4.100-4.300 EPS. As a group, equities analysts predict that Masco will post 4.34 earnings per share for the current fiscal year.

Masco Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, March 9th. Stockholders of record on Friday, February 20th will be issued a $0.32 dividend. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.7%. The ex-dividend date of this dividend is Friday, February 20th. This is a positive change from Masco’s previous quarterly dividend of $0.31. Masco’s payout ratio is currently 31.79%.

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

Analyst Ratings Changes

Several brokerages have recently commented on MAS. Zacks Research lowered Masco from a “strong-buy” rating to a “hold” rating in a research report on Monday, October 20th. Evercore ISI set a $78.00 price target on shares of Masco in a research note on Wednesday. Argus lowered their price objective on shares of Masco from $82.00 to $80.00 and set a “buy” rating for the company in a report on Wednesday, November 5th. Wells Fargo & Company reaffirmed an “overweight” rating on shares of Masco in a 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 on the stock in a research report on Thursday, October 30th. Seven analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $74.25.

Masco News Summary

Here are the key news stories impacting Masco this week:

• Positive Sentiment: Q4 earnings beat — Masco reported adjusted EPS of $0.82 versus the $0.78 consensus, which helped lift the stock and pushed it to a new 52‑week high. Article Title
• Positive Sentiment: $2.0 billion share repurchase — The board authorized up to $2.0B in buybacks (about 13.4% of shares), a clear signal management believes the stock is undervalued and a catalyst for near-term EPS accretion. Article Title
• Positive Sentiment: Dividend increase — Masco raised its quarterly dividend to $0.32 (a ~3.2% increase), which supports total shareholder return and likely reassures income-focused investors.
• Positive Sentiment: FY‑2026 outlook and operational actions — Management set EPS guidance of $4.10–$4.30 and emphasized margin expansion and restructuring initiatives as drivers of the outlook, which analysts and investors interpreted as constructive. Article Title
• Neutral Sentiment: Company materials available — Management released the press release, slide deck and call transcript, providing details for investors to evaluate the plan and assumptions. Article Title
• Negative Sentiment: Sales miss and year‑over‑year revenue decline — Net sales were about $1.79B, down ~2% YoY and slightly below consensus, which highlights near‑term demand pressures even as margins improve. Article Title

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in the company. Sunbelt Securities Inc. bought a new stake in shares of Masco during the 3rd quarter valued at $26,000. Headlands Technologies LLC lifted its position in Masco by 114.5% during the 2nd quarter. Headlands Technologies LLC now owns 549 shares of the construction company’s stock valued at $35,000 after acquiring an additional 293 shares during the period. CYBER HORNET ETFs LLC bought a new stake in Masco during the second quarter worth about $37,000. MUFG Securities EMEA plc purchased a new stake in Masco in the second quarter worth about $40,000. Finally, Caitong International Asset Management Co. Ltd purchased a new stake in Masco in the third quarter worth about $45,000. Hedge funds and other institutional investors own 93.91% of the company’s stock.

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.