SVB Wealth LLC Sells 8,571 Shares of Masco Corporation $MAS

SVB Wealth LLC reduced its stake in shares of Masco Corporation (NYSE:MAS) by 22.4% in the third quarter, HoldingsChannel.com reports. The fund owned 29,631 shares of the construction company’s stock after selling 8,571 shares during the quarter. SVB Wealth LLC’s holdings in Masco were worth $2,086,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Elevation Point Wealth Partners LLC bought a new position in shares of Masco during the 2nd quarter valued at about $28,000. Headlands Technologies LLC boosted its stake in Masco by 114.5% in the second quarter. Headlands Technologies LLC now owns 549 shares of the construction company’s stock worth $35,000 after buying an additional 293 shares in the last quarter. Caldwell Trust Co purchased a new stake in Masco in the second quarter worth approximately $37,000. CYBER HORNET ETFs LLC bought a new position in Masco during the second quarter valued at approximately $37,000. Finally, MUFG Securities EMEA plc purchased a new position in shares of Masco during the second quarter worth approximately $40,000. Institutional investors own 93.91% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on MAS shares. Barclays reaffirmed an “equal weight” rating and issued a $71.00 price objective (down previously from $76.00) on shares of Masco in a research note on Monday, December 8th. Evercore reduced their price objective on Masco from $75.00 to $70.00 and set an “in-line” rating on the stock in a research note on Thursday, October 30th. Weiss Ratings raised Masco from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Thursday, February 5th. Argus dropped their target price on Masco from $82.00 to $80.00 and set a “buy” rating for the company in a report on Wednesday, November 5th. Finally, Zacks Research lowered Masco from a “strong-buy” rating to a “hold” rating in a research report on Monday, October 20th. Seven research analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $73.20.

Masco Stock Up 8.7%

Masco stock opened at $77.82 on Wednesday. Masco Corporation has a 12 month low of $56.55 and a 12 month high of $79.19. The stock has a fifty day simple moving average of $66.75 and a two-hundred day simple moving average of $68.02. The company has a current ratio of 1.88, a quick ratio of 1.20 and a debt-to-equity ratio of 17.53. The firm has a market cap of $16.16 billion, a price-to-earnings ratio of 19.95, a PEG ratio of 3.12 and a beta of 1.28.

Masco (NYSE:MAS) last released its quarterly earnings data on Tuesday, February 10th. The construction company reported $0.82 EPS for the quarter, beating the consensus estimate of $0.78 by $0.04. Masco had a return on equity of 1,317.38% and a net margin of 10.89%.The company had revenue of $1.79 billion for the quarter, compared to analysts’ expectations of $1.82 billion. During the same period last year, the firm posted $0.89 earnings per share. Masco’s 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. Equities analysts predict that Masco Corporation will post 4.34 EPS for the current fiscal year.

Masco Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, March 9th. Investors of record on Friday, February 20th will be paid a dividend of $0.32 per share. This is a boost from Masco’s previous quarterly dividend of $0.31. The ex-dividend date of this dividend is Friday, February 20th. This represents a $1.28 annualized dividend and a yield of 1.6%. Masco’s dividend payout ratio is 31.79%.

Masco announced that its Board of Directors has initiated a share repurchase plan on Tuesday, February 10th that authorizes the company to buyback $2.00 billion in shares. This buyback authorization authorizes the construction company to repurchase up to 13.5% of its shares through open market purchases. Shares buyback plans are generally an indication that the company’s board of directors believes its stock is undervalued.

More Masco News

Here are the key news stories impacting Masco this week:

• Positive Sentiment: Q4 adjusted EPS beat expectations at $0.82 vs. a $0.78 consensus, suggesting operating leverage and cost control helped margins. Masco (MAS) Q4 Earnings Top Estimates
• Positive Sentiment: Masco raised its quarterly dividend to $0.32 (a ~3.2% increase), supporting the income story and signaling confidence in cash flow. (Record Feb 20; payable Mar 9.)
• Positive Sentiment: Management provided FY‑2026 EPS guidance of $4.10–$4.30, roughly centered on Street expectations (~$4.18), which reduces near‑term forecast risk. Business Wire: Masco Reports Q4 and 2025 Results
• Neutral Sentiment: Company released detailed results, slides and the conference call transcript for investors to review management’s commentary on segments and margins. Earnings Call Transcript
• Neutral Sentiment: Segment performance was mixed: Plumbing Products showed growth while other segments moderated — important detail for investors tracking end‑market exposure. Business Wire: Segment Results
• Negative Sentiment: Net sales missed estimates ($1.79B reported vs. ~$1.82B expected) and were down ~2% YoY, raising questions about demand trends and near‑term top‑line momentum. Masco Stock Up on Q4 Earnings Beat, Sales Miss
• Negative Sentiment: Reported EPS declined from $0.89 a year ago to $0.82, reflecting weaker demand and/or mix — a reminder growth is not yet stable. Company Press Release / Slide Deck

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.