Swiss Life Asset Management Ltd Trims Stake in Masco Corporation $MAS

Swiss Life Asset Management Ltd reduced its position in Masco Corporation (NYSE:MAS) by 84.5% during the fourth quarter, HoldingsChannel.com reports. The firm owned 15,942 shares of the construction company’s stock after selling 86,868 shares during the period. Swiss Life Asset Management Ltd’s holdings in Masco were worth $1,012,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Advisor OS LLC grew its position in Masco by 16.4% in the 4th quarter. Advisor OS LLC now owns 6,375 shares of the construction company’s stock valued at $405,000 after acquiring an additional 900 shares during the last quarter. NewEdge Wealth LLC grew its position in Masco by 69.2% in the 4th quarter. NewEdge Wealth LLC now owns 10,814 shares of the construction company’s stock valued at $686,000 after acquiring an additional 4,423 shares during the last quarter. Crossmark Global Holdings Inc. grew its position in Masco by 3.2% in the 4th quarter. Crossmark Global Holdings Inc. now owns 11,648 shares of the construction company’s stock valued at $739,000 after acquiring an additional 359 shares during the last quarter. Wesbanco Bank Inc. grew its position in Masco by 14.9% in the 4th quarter. Wesbanco Bank Inc. now owns 16,995 shares of the construction company’s stock valued at $1,079,000 after acquiring an additional 2,199 shares during the last quarter. Finally, FSB Premier Wealth Management Inc. bought a new position in Masco in the 4th quarter valued at $262,000. 93.91% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Masco

Here are the key news stories impacting Masco this week:

• Positive Sentiment: Zacks Research raised its FY2026 earnings estimate for Masco, and also nudged higher its Q2 2026, Q1 2028, and FY2028 EPS forecasts, signaling expectations for better profitability ahead. Masco estimate update
• Positive Sentiment: The firm’s longer-term growth plans and 2028 financial targets suggest management is focusing on expansion and improved execution, which can support investor confidence. Masco growth strategy article
• Neutral Sentiment: Shareholders approved governance changes and board elections at the annual meeting, a routine corporate action that is unlikely to move the stock on its own. Governance update
• Negative Sentiment: Some longer-dated analyst forecasts were trimmed, including Q3 2026, Q3 2027, and Q4 2027 EPS estimates, which may reinforce concerns about growth consistency even as near-term estimates improved. Masco estimate revision

Wall Street Analysts Forecast Growth

Several equities analysts have commented on MAS shares. Wells Fargo & Company upped their price objective on Masco from $70.00 to $82.00 and gave the company an “overweight” rating in a research report on Thursday, April 23rd. UBS Group boosted their price objective on shares of Masco from $96.00 to $97.00 and gave the company a “buy” rating in a research report on Thursday, April 23rd. JPMorgan Chase & Co. boosted their price objective on shares of Masco from $74.00 to $78.00 and gave the company a “neutral” rating in a research report on Friday, April 24th. Zelman & Associates cut shares of Masco to a “hold” rating in a research report on Wednesday, February 11th. Finally, Robert W. Baird boosted their price objective on shares of Masco from $72.00 to $80.00 and gave the company a “neutral” rating in a research report on Thursday, April 23rd. Eight investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Hold” and an average target price of $80.07.

Masco Stock Down 4.6%

Shares of NYSE MAS opened at $65.14 on Friday. The company has a current ratio of 1.75, a quick ratio of 1.11 and a debt-to-equity ratio of 109.07. The stock has a market capitalization of $13.14 billion, a PE ratio of 16.16, a price-to-earnings-growth ratio of 1.68 and a beta of 1.34. The stock’s fifty day simple moving average is $64.98 and its two-hundred day simple moving average is $66.21. Masco Corporation has a 12-month low of $58.16 and a 12-month high of $79.19.

Masco (NYSE:MAS) last announced its earnings results on Wednesday, April 22nd. The construction company reported $1.04 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.88 by $0.16. The business had revenue of $1.92 billion for the quarter, compared to analysts’ expectations of $2.07 billion. Masco had a return on equity of 815.20% and a net margin of 10.90%.The business’s revenue for the quarter was up 6.5% on a year-over-year basis. During the same quarter last year, the firm earned $0.87 EPS. Masco has set its FY 2026 guidance at 4.100-4.300 EPS. As a group, analysts expect that Masco Corporation will post 4.25 EPS for the current fiscal year.

Masco Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Monday, June 8th. Shareholders of record on Friday, May 22nd will be given a dividend of $0.32 per share. This represents a $1.28 annualized dividend and a dividend yield of 2.0%. The ex-dividend date of this dividend is Friday, May 22nd. Masco’s dividend payout ratio is presently 31.76%.

Masco declared that its Board of Directors has initiated a share repurchase program on Tuesday, February 10th that allows the company to buyback $2.00 billion in outstanding shares. This buyback authorization allows the construction company to repurchase up to 13.5% of its shares through open market purchases. Shares buyback programs are typically an indication that the company’s management believes its stock is undervalued.

Insider Activity at Masco

In other Masco news, CAO Heath M. Eisman sold 747 shares of the stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $71.92, for a total transaction 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. This represents a 5.63% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Insiders own 0.55% of the company’s stock.

Masco 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.