Masco (NYSE:MAS – Get Free Report) had its price objective cut by research analysts at Citigroup from $84.00 to $79.00 in a research note issued on Thursday,Benzinga reports. The firm currently has a “neutral” rating on the construction company’s stock. Citigroup’s price objective points to a potential upside of 4.35% from the stock’s current price.
A number of other equities research analysts also recently issued reports on MAS. Wells Fargo & Company boosted their target price on shares of Masco from $70.00 to $82.00 and gave the company an “overweight” rating in a report on Thursday. Evercore upgraded shares of Masco from an “in-line” rating to an “outperform” rating and set a $78.00 price objective for the company in a research note on Monday, April 13th. Truist Financial set a $90.00 price objective on shares of Masco in a research note on Wednesday. Robert W. Baird set a $80.00 price objective on shares of Masco in a research note on Thursday. Finally, The Goldman Sachs Group boosted their target price on shares of Masco from $79.00 to $90.00 and gave the stock a “buy” rating in a research report on Thursday. Seven equities research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $79.80.
Masco Trading Up 2.4%
Masco (NYSE:MAS – Get Free Report) last released its earnings results on Wednesday, April 22nd. The construction company reported $1.04 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.88 by $0.16. Masco had a net margin of 10.71% and a return on equity of 856.70%. The firm had revenue of $1.92 billion during the quarter, compared to the consensus estimate of $2.07 billion. During the same period in the previous year, the firm earned $0.87 earnings per share. Masco’s revenue was up 6.5% 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 expect that Masco will post 4.18 earnings per share for the current fiscal year.
Masco announced that its Board of Directors has authorized a share buyback program on Tuesday, February 10th that allows the company to buyback $2.00 billion in outstanding shares. This buyback authorization allows the construction company to repurchase up to 13.5% of its shares through open market purchases. Shares buyback programs are usually a sign that the company’s board believes its shares are undervalued.
Insider Buying and Selling at Masco
In other Masco news, CAO Heath M. Eisman sold 747 shares of the stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $71.92, for a total transaction of $53,724.24. Following the sale, the chief accounting officer directly owned 12,510 shares of the company’s stock, valued at approximately $899,719.20. This represents a 5.63% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Company insiders own 0.55% of the company’s stock.
Hedge Funds Weigh In On Masco
Several institutional investors have recently modified their holdings of the company. Patton Fund Management Inc. grew its position in shares of Masco by 9.1% during the first quarter. Patton Fund Management Inc. now owns 3,977 shares of the construction company’s stock worth $240,000 after acquiring an additional 332 shares during the last quarter. Cornerstone Wealth Group LLC bought a new position in shares of Masco during the first quarter worth about $246,000. Sterling Capital Management LLC grew its position in shares of Masco by 32.1% during the first quarter. Sterling Capital Management LLC now owns 16,275 shares of the construction company’s stock worth $983,000 after acquiring an additional 3,958 shares during the last quarter. Cambient Family Office LLC bought a new position in shares of Masco during the first quarter worth about $203,000. Finally, GHP Investment Advisors Inc. grew its position in shares of Masco by 36.1% during the first quarter. GHP Investment Advisors Inc. now owns 1,566 shares of the construction company’s stock worth $95,000 after acquiring an additional 415 shares during the last quarter. Institutional investors own 93.91% of the company’s stock.
Masco News Roundup
Here are the key news stories impacting Masco this week:
- Positive Sentiment: Q1 earnings beat and margin improvement — Masco reported $1.04 EPS vs. $0.88 consensus and year-over-year sales growth; management cited pricing and cost-savings to offset higher tariffs/commodity costs. Masco’s Q1 Earnings Beat Estimates on Pricing & Cost Savings, Stock Up
- Positive Sentiment: Analysts raising forecasts and buy-side enthusiasm — several analyst notes and coverage updates followed the strong Q1 print, with firms updating models and forecasts higher. Masco Analysts Increase Their Forecasts Following Strong Q1 Results
- Neutral Sentiment: FY‑2026 guidance maintained/updated — Masco set FY‑26 EPS guidance of $4.10–4.30 (roughly in line with consensus ~4.18), which supports the rally but limits upside surprise potential. See company slides and the earnings presentation for detail. Masco Corporation 2026 Q1 – Results – Earnings Call Presentation
- Negative Sentiment: Revenue missed Street estimates — reported revenue of $1.92B came in below consensus (~$2.07B), indicating demand softness in parts of the business despite margin recovery, a point investors are watching closely. Masco earnings press release and call materials
- Negative Sentiment: Some brokers trimmed targets and expressed caution — Bank of America and BMO issued lower targets/expectations after the print and outlook, reflecting differing views on sustainable demand and valuation support. Bank of America Lowers Masco Price Target BMO Lowers Expectations for Masco
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.
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