Masco (NYSE:MAS) Issues FY 2026 Earnings Guidance

Masco (NYSE:MAS) updated its FY 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of 4.400-4.600 for the period, compared to the consensus earnings per share estimate of 4.270. The company issued revenue guidance of -.

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on MAS. Bank of America lowered their price objective on shares of Masco from $69.00 to $61.00 and set an “underperform” rating on the stock in a research report on Monday, April 20th. UBS Group cut their price target on shares of Masco from $97.00 to $94.00 and set a “buy” rating for the company in a report on Thursday. Wells Fargo & Company lifted their price objective on Masco from $85.00 to $87.00 and gave the company an “overweight” rating in a report on Tuesday, July 14th. JPMorgan Chase & Co. increased their target price on Masco from $74.00 to $78.00 and gave the stock a “neutral” rating in a research note on Friday, April 24th. Finally, Weiss Ratings raised Masco from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday, June 23rd. One equities research 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 issued a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $79.93.

Masco Stock Down 0.4%

MAS stock opened at $72.27 on Friday. The company has a current ratio of 1.86, a quick ratio of 1.11 and a debt-to-equity ratio of 109.07. The company’s 50-day moving average price is $75.29 and its 200 day moving average price 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 P/E ratio of 16.61, a P/E/G ratio of 1.69 and a beta of 1.29.

Masco (NYSE:MAS) last posted its quarterly earnings results on Wednesday, July 29th. The construction company reported $1.64 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.32 by $0.32. The company had revenue of $1.99 billion during the quarter, compared to the consensus estimate of $2.08 billion. Masco had a net margin of 11.61% and a return on equity of 2,379.08%. The company’s revenue for the quarter was down 2.9% on a year-over-year basis. During the same period last year, the firm earned $1.30 EPS. Masco has set its FY 2026 guidance at 4.400-4.600 EPS. On average, research analysts expect that Masco will post 4.5 earnings per share for the current fiscal year.

Masco Dividend Announcement

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

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

Key Masco News

Here are the key news stories impacting Masco this week:

• Positive Sentiment: Masco reported second-quarter adjusted earnings of $1.64 per share, above the $1.32 analyst consensus and up from $1.30 a year earlier. The company also raised its fiscal 2026 EPS outlook to $4.40–$4.60, helped partly by an $85 million net tariff-refund benefit. Masco raises 2026 EPS outlook
• Positive Sentiment: Truist maintained a Buy rating, although it lowered its price target from $90 to $85. The revised target still implies meaningful upside from the reference price. Truist price-target update
• Neutral Sentiment: Barclays cut its target from $82 to $79 and kept an Equal Weight rating, while Evercore downgraded Masco from Outperform to In-Line with a $78 target. These targets remain above the reference price but signal less near-term conviction. Masco downgraded at Evercore ISI
• Negative Sentiment: Second-quarter revenue fell 2.9% year over year to $1.99 billion, missing the $2.08 billion consensus. Reports attributed the shortfall to weaker North American volumes, while tariff pressures and concerns about underlying demand overshadowed the profit beat. Masco second-quarter sales and tariff pressures
• Negative Sentiment: Analysts broadly lowered their forecasts or price targets after the results, suggesting that the earnings beat may have depended too heavily on temporary tariff refunds rather than stronger demand and organic sales growth. Masco analyst forecast revisions

Hedge Funds Weigh In On Masco

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

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.