Haverford Trust Co Purchases Shares of 417,635 Masco Corporation $MAS

Haverford Trust Co acquired a new stake in shares of Masco Corporation (NYSE:MAS) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 417,635 shares of the construction company’s stock, valued at approximately $33,983,000.

A number of other institutional investors and hedge funds have also made changes to their positions in MAS. Bard Associates Inc. acquired a new stake in Masco during the fourth quarter worth about $25,000. Sunbelt Securities Inc. purchased a new position in shares of Masco during the 3rd quarter valued at approximately $26,000. Bogart Wealth LLC increased its holdings in Masco by 2,550.0% in the fourth quarter. Bogart Wealth LLC now owns 424 shares of the construction company’s stock valued at $27,000 after buying an additional 408 shares during the last quarter. Bell Investment Advisors Inc acquired a new stake in shares of Masco during the second quarter worth $32,000. Finally, Headlands Technologies LLC boosted 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 purchasing an additional 293 shares during the period. 93.91% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several research firms recently commented on MAS. Citigroup lowered their target price on Masco from $79.00 to $77.00 and set a “neutral” rating on the stock in a research report on Friday, July 31st. Zacks Research lowered Masco from a “strong-buy” rating to a “hold” rating in a research report on Friday, August 14th. Wells Fargo & Company lifted their price target on Masco from $85.00 to $87.00 and gave the company an “overweight” rating in a report on Tuesday, July 14th. Deutsche Bank Aktiengesellschaft set a $74.00 target price on Masco in a report on Monday, August 3rd. Finally, Evercore downgraded shares of Masco from an “outperform” rating to an “in-line” rating and set a $78.00 price objective for the company. in a report on Thursday, July 30th. Seven research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, Masco has an average rating of “Hold” and a consensus price target of $79.87.

Masco Stock Up 0.1%

MAS opened at $73.39 on Friday. Masco Corporation has a 1-year low of $58.16 and a 1-year high of $83.64. The company has a current ratio of 1.86, a quick ratio of 1.22 and a debt-to-equity ratio of 109.07. The stock has a market capitalization of $14.47 billion, a price-to-earnings ratio of 16.87, a P/E/G ratio of 1.86 and a beta of 1.30. The business has a 50 day moving average of $76.80 and a 200-day moving average of $71.00.

Masco (NYSE:MAS) last announced its earnings results on Wednesday, July 29th. The construction company reported $1.64 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.32 by $0.32. The business had revenue of $1.99 billion for the quarter, compared to analyst estimates of $2.08 billion. Masco had a net margin of 11.61% and a return on equity of 2,379.08%. Masco’s revenue was down 2.9% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.30 earnings per share. Masco has set its FY 2026 guidance at 4.400-4.600 EPS. As a group, sell-side analysts anticipate that Masco Corporation will post 4.52 earnings per share for the current year.

Masco Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, August 28th. Investors of record on Monday, August 24th will be paid a dividend of $0.32 per share. This represents a $1.28 annualized dividend and a yield of 1.7%. The ex-dividend date is Monday, August 24th. Masco’s payout ratio is currently 29.43%.

Masco announced that its Board of Directors has authorized a stock buyback program on Thursday, May 7th that permits the company to buyback $300.00 million in outstanding shares. This buyback authorization permits the construction company to buy up to 2.1% of its shares through open market purchases. Shares buyback programs are often a sign that the company’s management believes its shares are undervalued.

Key Masco News

Here are the key news stories impacting Masco this week:

• Positive Sentiment: Zacks raised its FY2026 EPS forecast to $4.49 from $4.27, a meaningful improvement, and increased its FY2027 forecast slightly to $4.71 from $4.69.
• Positive Sentiment: Quarterly estimates also improved for Q1 2027, to $1.12 from $1.10; Q2 2027, to $1.42 from $1.35; and Q1 2028, to $1.28 from $1.22. These increases indicate some expectations for stronger earnings in portions of the forward period.
• Neutral Sentiment: The current-year analyst consensus remains $4.52 per share, close to Zacks’ revised FY2026 estimate. Zacks also projects FY2028 EPS of $5.17, although that forecast was reduced from $5.25.
• Negative Sentiment: Zacks cut estimates for several periods: Q3 2026 EPS to $0.99 from $1.04, Q4 2026 to $0.82 from $0.91, Q3 2027 to $1.13 from $1.18, Q4 2027 to $1.03 from $1.07, and Q2 2028 to $1.39 from $1.43.
• Negative Sentiment: The broad reduction to the FY2028 outlook suggests analysts see some pressure on Masco’s longer-term earnings growth. Combined with the lower near-term quarterly forecasts, the revisions are likely a modest headwind for MAS, even though select annual and quarterly estimates were raised.

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.