Redwood Investment Management LLC acquired a new position in shares of Masco Corporation (NYSE:MAS – Free Report) in the 1st quarter, Holdings Channel.com reports. The fund acquired 17,458 shares of the construction company’s stock, valued at approximately $1,054,000.
Other hedge funds have also bought and sold shares of the company. Bard Associates Inc. purchased a new stake in shares of Masco in the fourth quarter valued at $25,000. Sunbelt Securities Inc. bought a new stake in shares of Masco in the 3rd quarter worth about $26,000. Bogart Wealth LLC boosted its stake in shares of Masco by 2,550.0% during the 4th quarter. Bogart Wealth LLC now owns 424 shares of the construction company’s stock worth $27,000 after purchasing an additional 408 shares during the period. Headlands Technologies LLC boosted its stake in shares of Masco by 114.5% during the 2nd 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 period. Finally, CYBER HORNET ETFs LLC bought a new position in Masco during the 2nd quarter valued at about $37,000. Institutional investors own 93.91% of the company’s stock.
Wall Street Analyst Weigh In
MAS has been the topic of a number of recent analyst reports. Zacks Research raised shares of Masco from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. BMO Capital Markets dropped their target price on Masco from $77.00 to $75.00 and set a “market perform” rating for the company in a research report on Monday, April 20th. The Goldman Sachs Group upped their target price on Masco from $79.00 to $90.00 and gave the company a “buy” rating in a research note on Thursday, April 23rd. Bank of America reduced their price target on Masco from $69.00 to $61.00 and set an “underperform” rating on the stock in a report on Monday, April 20th. Finally, JPMorgan Chase & Co. raised their price target on Masco from $74.00 to $78.00 and gave the stock a “neutral” rating in a research note on Friday, April 24th. One analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Hold” and an average target price of $79.80.
Masco News Roundup
Here are the key news stories impacting Masco this week:
- Positive Sentiment: Masco reported second-quarter adjusted EPS of $1.64, well above the $1.32 analyst consensus. Pricing actions, cost savings and an $85 million net tariff-refund benefit helped lift margins. Masco Earnings Rise as Pricing and Tariff Refunds Lift 2026 Margins
- Positive Sentiment: Management raised its fiscal 2026 EPS outlook to $4.40-$4.60, supported by pricing and the tariff refund. Truist maintained a Buy rating and set an $85 price target, implying meaningful upside from recent levels. Masco raises 2026 EPS outlook
- Positive Sentiment: Zacks highlighted MAS as a potentially attractive value stock, while its valuation—about 16 times earnings—could appeal to investors if housing and repair-and-remodel demand improves. Why Masco is a Strong Value Stock
Masco Trading Up 0.0%
NYSE MAS opened at $71.52 on Monday. The stock has a market cap of $14.10 billion, a PE ratio of 16.44, a PEG ratio of 1.67 and a beta of 1.29. Masco Corporation has a 12 month low of $58.16 and a 12 month high of $83.64. The company’s 50-day moving average price is $75.37 and its 200-day moving average price is $70.36. The company has a current ratio of 1.86, a quick ratio of 1.22 and a debt-to-equity ratio of 109.07.
Masco (NYSE:MAS – Get Free Report) last announced its quarterly earnings data on Wednesday, July 29th. The construction company reported $1.64 earnings per share 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 analyst estimates of $2.08 billion. Masco had a net margin of 11.61% and a return on equity of 2,379.08%. The firm’s revenue for the quarter was down 2.9% on a year-over-year basis. During the same quarter last year, the business posted $1.30 EPS. Masco has set its FY 2026 guidance at 4.400-4.600 EPS. Equities research analysts forecast that Masco Corporation will post 4.53 earnings per share for the current year.
Masco declared that its Board of Directors has initiated a stock repurchase program on Thursday, May 7th that permits the company to repurchase $300.00 million in outstanding shares. This repurchase authorization permits the construction company to buy up to 2.1% of its shares through open market purchases. Shares repurchase programs are typically an indication that the company’s leadership believes its shares are undervalued.
Masco Announces Dividend
The business also recently announced a quarterly dividend, which was paid on Monday, June 8th. Stockholders of record on Friday, May 22nd were given a dividend of $0.32 per share. The ex-dividend date of this dividend was Friday, May 22nd. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.8%. Masco’s dividend payout ratio (DPR) is 29.43%.
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.
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