Northwestern Mutual Wealth Management Co. Invests $38.29 Million in Masco Corporation $MAS

Northwestern Mutual Wealth Management Co. purchased a new position in Masco Corporation (NYSE:MAS) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 470,545 shares of the construction company’s stock, valued at approximately $38,288,000.

Several other institutional investors have also bought and sold shares of the company. Sunbelt Securities Inc. purchased a new stake in Masco in the third quarter worth $26,000. Bard Associates Inc. bought a new stake in shares of Masco in the fourth quarter valued at $25,000. Bell Investment Advisors Inc purchased a new position in shares of Masco during the 2nd quarter valued at $32,000. Bogart Wealth LLC lifted its position 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 valued at $27,000 after buying an additional 408 shares during the last quarter. Finally, Headlands Technologies LLC grew 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 acquiring an additional 293 shares during the period. Hedge funds and other institutional investors own 93.91% of the company’s stock.

Masco Trading Up 0.1%

Shares of MAS opened at $73.39 on Friday. The business’s 50-day moving average price is $76.80 and its 200-day moving average price is $71.00. Masco Corporation has a twelve month low of $58.16 and a twelve month high of $83.64. The stock has a market cap of $14.47 billion, a PE ratio of 16.87, a P/E/G ratio of 1.86 and a beta of 1.30. The company has a quick ratio of 1.22, a current ratio of 1.86 and a debt-to-equity ratio of 109.07.

Masco (NYSE:MAS) last released its quarterly earnings data on Wednesday, July 29th. The construction company reported $1.64 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 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 period last year, the business earned $1.30 earnings per share. Masco has set its FY 2026 guidance at 4.400-4.600 EPS. On average, equities analysts forecast that Masco Corporation will post 4.52 EPS for the current fiscal year.

Masco announced that its Board of Directors has initiated a share 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 reacquire up to 2.1% of its stock through open market purchases. Stock buyback plans are generally an indication that the company’s management believes its stock is undervalued.

Masco Announces Dividend

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

Wall Street Analyst Weigh In

Several brokerages recently weighed in on MAS. Evercore lowered 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. Weiss Ratings raised shares of Masco from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday, June 23rd. Deutsche Bank Aktiengesellschaft set a $74.00 target price on shares of Masco in a research report on Monday, August 3rd. Zacks Research lowered shares of Masco from a “strong-buy” rating to a “hold” rating in a research report on Friday, August 14th. Finally, Barclays dropped their price target on shares of Masco from $82.00 to $79.00 and set an “equal weight” rating on the stock in a research note on Thursday, July 30th. Seven analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $79.87.

Trending Headlines about Masco

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.

About Masco

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.