Brokers Offer Predictions for Masco’s Q2 Earnings (NYSE:MAS)

Masco Corporation (NYSE:MAS) – Research analysts at Zacks Research upped their Q2 2026 EPS estimates for shares of Masco in a research report issued on Monday, March 2nd. Zacks Research analyst Team now expects that the construction company will post earnings per share of $1.26 for the quarter, up from their previous estimate of $1.25. The consensus estimate for Masco’s current full-year earnings is $4.34 per share. Zacks Research also issued estimates for Masco’s Q4 2026 earnings at $0.98 EPS and FY2026 earnings at $4.22 EPS.

Other equities analysts have also recently issued reports about the company. Zelman & Associates cut Masco to a “hold” rating in a research note on Wednesday, February 11th. Royal Bank Of Canada increased their target price on shares of Masco from $67.00 to $74.00 and gave the company a “sector perform” rating in a report on Wednesday, February 11th. Barclays restated an “equal weight” rating and set a $71.00 price target (down from $76.00) on shares of Masco in a report on Monday, December 8th. Oppenheimer reaffirmed an “outperform” rating and issued a $88.00 price objective on shares of Masco in a research report on Wednesday, February 11th. Finally, Robert W. Baird set a $82.00 target price on shares of Masco in a research report on Wednesday, February 11th. Seven equities research analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $76.94.

Masco Stock Down 2.5%

Shares of NYSE:MAS opened at $68.06 on Wednesday. The business’s 50 day moving average is $69.77 and its 200 day moving average is $68.47. Masco has a 12-month low of $56.55 and a 12-month high of $79.19. The stock has a market cap of $13.86 billion, a price-to-earnings ratio of 17.68, a PEG ratio of 1.98 and a beta of 1.27. The company has a quick ratio of 1.14, a current ratio of 1.81 and a debt-to-equity ratio of 38.75.

Masco (NYSE:MAS) last issued its quarterly earnings data on Tuesday, February 10th. The construction company reported $0.82 EPS for the quarter, topping analysts’ consensus estimates of $0.78 by $0.04. Masco had a return on equity of 856.70% and a net margin of 10.71%.The firm had revenue of $1.79 billion during the quarter, compared to analyst estimates of $1.82 billion. During the same period in the previous year, the company posted $0.89 EPS. The company’s revenue for the quarter was down 1.9% on a year-over-year basis. Masco has set its FY 2026 guidance at 4.100-4.300 EPS.

Institutional Investors Weigh In On Masco

Several large investors have recently modified their holdings of the stock. Caitong International Asset Management Co. Ltd raised its holdings in shares of Masco by 414.4% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 3,282 shares of the construction company’s stock worth $208,000 after purchasing an additional 2,644 shares during the period. MidFirst Bank purchased a new stake in Masco in the fourth quarter worth $199,000. Kera Capital Partners Inc. raised its stake in shares of Masco by 44.9% in the fourth quarter. Kera Capital Partners Inc. now owns 11,217 shares of the construction company’s stock valued at $741,000 after buying an additional 3,478 shares during the period. Van Diest Capital LLC bought a new stake in shares of Masco in the fourth quarter valued at $209,000. Finally, Invesco Ltd. lifted its position in shares of Masco by 18.0% during the 4th quarter. Invesco Ltd. now owns 3,405,974 shares of the construction company’s stock valued at $216,143,000 after buying an additional 518,679 shares during the last quarter. Hedge funds and other institutional investors own 93.91% of the company’s stock.

Insider Buying and Selling

In other Masco news, CAO Heath M. Eisman sold 747 shares of Masco stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $71.92, for a total value of $53,724.24. Following the sale, the chief accounting officer owned 12,510 shares of the company’s stock, valued at approximately $899,719.20. The trade was a 5.63% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Corporate insiders own 0.50% of the company’s stock.

Masco declared that its board has authorized a stock repurchase program on Tuesday, February 10th that permits the company to buyback $2.00 billion in shares. This buyback authorization permits the construction company to reacquire up to 13.5% of its stock through open market purchases. Stock buyback programs are generally a sign that the company’s board believes its shares are undervalued.

Masco Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, March 9th. Investors of record on Friday, February 20th will be issued a dividend of $0.32 per share. This represents a $1.28 dividend on an annualized basis and a yield of 1.9%. This is a boost from Masco’s previous quarterly dividend of $0.31. The ex-dividend date is Friday, February 20th. Masco’s dividend payout ratio is 33.25%.

Masco News Summary

Here are the key news stories impacting Masco this week:

• Positive Sentiment: Zacks bumped Q1 2026 EPS to $0.88 from $0.86, signaling a modest beat potential in the upcoming quarter (short‑term earnings momentum).
• Neutral Sentiment: Masco presented at the Raymond James Institutional Investor Conference — management commentary and any guidance refresh from the presentation will be watched for signs of demand trends or cost actions; the transcript provides the details investors will parse for incremental clarity. Article Title
• Neutral Sentiment: Analysts and commentators are re‑examining Masco’s valuation after the recent share price pullback; these pieces outline scenarios where the stock either looks like a longer‑term buy at current multiples or remains vulnerable if end‑market demand softens. This keeps sentiment mixed and trading volatile. Article Title
• Neutral Sentiment: Additional analysis discusses whether Masco’s current pricing reflects sustainable longer‑term gains or just recent weakness — useful context for investors deciding between buying the dip versus waiting for clearer recovery signals. Article Title
• Negative Sentiment: Zacks cut several FY‑2026/2027 and quarterly estimates (Q1‑Q4 2027, Q2/Q3 2026 movements) and lowered FY‑2027 from $4.69 to $4.60 while keeping FY‑2028 at $5.18; the string of downgrades offsets the small Q1 raise and contributes to near‑term investor caution about multi‑period growth visibility.

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.