Zacks Research Has Positive Outlook for Masco Q2 Earnings

Masco Corporation (NYSE:MAS) – Analysts at Zacks Research upped their Q2 2026 earnings per share estimates for Masco in a report released on Monday, March 2nd. Zacks Research analyst Team now expects that the construction company will earn $1.26 per share for the quarter, up from their prior forecast 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.

A number of other analysts also recently weighed in on the stock. 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 research report on Wednesday, February 11th. Oppenheimer reaffirmed an “outperform” rating and issued a $88.00 price objective on shares of Masco in a research note on Wednesday, February 11th. Barclays reiterated an “equal weight” rating and set a $71.00 price objective (down from $76.00) on shares of Masco in a research report on Monday, December 8th. Weiss Ratings upgraded shares of Masco from a “hold (c+)” rating to a “buy (b-)” rating in a report on Thursday, February 5th. Finally, Citigroup upped their price target on shares of Masco from $71.00 to $84.00 and gave the company a “neutral” rating in a research report on Thursday, February 12th. Seven investment analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company. Based on data from MarketBeat, Masco has a consensus rating of “Hold” and an average target price of $76.94.

Masco Price Performance

Shares of MAS opened at $68.06 on Wednesday. The business has a 50-day moving average of $69.77 and a 200-day moving average of $68.47. The company has a debt-to-equity ratio of 38.75, a current ratio of 1.81 and a quick ratio of 1.14. The company has a market capitalization of $13.86 billion, a price-to-earnings ratio of 17.68, a price-to-earnings-growth ratio of 1.98 and a beta of 1.27. Masco has a 1 year low of $56.55 and a 1 year high of $79.19.

Masco (NYSE:MAS) last announced its earnings results on Tuesday, February 10th. The construction company reported $0.82 EPS for the quarter, topping the consensus estimate 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 for the quarter, compared to the consensus estimate of $1.82 billion. The business’s quarterly revenue was down 1.9% compared to the same quarter last year. During the same period in the previous year, the business earned $0.89 EPS. Masco has set its FY 2026 guidance at 4.100-4.300 EPS.

Masco announced that its Board of Directors has approved a share buyback plan on Tuesday, February 10th that allows the company to buyback $2.00 billion in shares. This buyback authorization allows the construction company to reacquire up to 13.5% of its stock through open market purchases. Stock buyback plans are generally a sign that the company’s management believes its stock is undervalued.

Masco Increases Dividend

The business 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. This represents a $1.28 annualized dividend and a yield of 1.9%. The ex-dividend date of this dividend is Friday, February 20th. Masco’s payout ratio is currently 33.25%.

Insider Buying and Selling

In other Masco news, CAO Heath M. Eisman sold 747 shares of Masco stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $71.92, for a total value of $53,724.24. Following the completion of the sale, the chief accounting officer directly 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 transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders own 0.50% of the company’s stock.

Institutional Trading of Masco

Large investors have recently made changes to their positions in the company. Focus Partners Wealth boosted its holdings in Masco by 2.6% in the first quarter. Focus Partners Wealth now owns 10,414 shares of the construction company’s stock worth $724,000 after acquiring an additional 265 shares in the last quarter. World Investment Advisors increased its holdings in shares of Masco by 9.5% during the second quarter. World Investment Advisors now owns 5,952 shares of the construction company’s stock valued at $383,000 after acquiring an additional 518 shares in the last quarter. Assetmark Inc. raised its position in shares of Masco by 91.2% during the second quarter. Assetmark Inc. now owns 34,304 shares of the construction company’s stock worth $2,208,000 after purchasing an additional 16,365 shares during the period. Freestone Capital Holdings LLC lifted its holdings in shares of Masco by 2.5% in the 2nd quarter. Freestone Capital Holdings LLC now owns 38,505 shares of the construction company’s stock worth $2,478,000 after purchasing an additional 936 shares in the last quarter. Finally, Huntington National Bank grew its position in Masco by 1.0% in the 2nd quarter. Huntington National Bank now owns 35,085 shares of the construction company’s stock valued at $2,258,000 after purchasing an additional 336 shares during the period. 93.91% of the stock is currently owned by institutional investors and hedge funds.

More Masco News

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.