Masco (NYSE:MAS) Price Target Lowered to $79.00 at Citigroup

Masco (NYSE:MAS) had its price objective cut by Citigroup from $84.00 to $79.00 in a research note published on Thursday morning,Benzinga reports. They currently have a neutral rating on the construction company’s stock.

Other analysts have also recently issued reports about the company. Evercore upgraded Masco from an “in-line” rating to an “outperform” rating and set a $78.00 price objective for the company in a research report on Monday, April 13th. Barclays boosted their price objective on Masco from $65.00 to $78.00 and gave the company an “equal weight” rating in a research report on Wednesday. Wells Fargo & Company boosted their price objective on Masco from $70.00 to $82.00 and gave the company an “overweight” rating in a research report on Thursday. Oppenheimer restated an “outperform” rating and issued a $88.00 price objective on shares of Masco in a research report on Wednesday, February 11th. Finally, Truist Financial boosted their price target on Masco from $85.00 to $90.00 and gave the stock a “buy” rating in a research report on Wednesday. Seven analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Masco presently has a consensus rating of “Hold” and an average price target of $79.80.

Masco Stock Up 2.0%

Masco stock opened at $75.41 on Thursday. The stock has a market capitalization of $15.30 billion, a PE ratio of 18.71, a price-to-earnings-growth ratio of 2.10 and a beta of 1.29. Masco has a 12 month low of $58.16 and a 12 month high of $79.19. The business has a 50 day simple moving average of $65.61 and a 200-day simple moving average of $65.95. The company has a debt-to-equity ratio of 109.07, a current ratio of 1.75 and a quick ratio of 1.14.

Masco (NYSE:MAS) last posted its quarterly earnings data on Wednesday, April 22nd. The construction company reported $1.04 EPS for the quarter, beating analysts’ consensus estimates of $0.88 by $0.16. The business had revenue of $1.92 billion during 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 was up 6.5% compared to the same quarter last year. During the same period in the previous year, the business earned $0.87 earnings per share. Masco has set its FY 2026 guidance at 4.100-4.300 EPS. On average, analysts anticipate that Masco will post 4.19 EPS for the current fiscal year.

Masco Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, March 9th. Shareholders of record on Friday, February 20th were issued a $0.32 dividend. This represents a $1.28 annualized dividend and a yield of 1.7%. The ex-dividend date was Friday, February 20th. This is an increase from Masco’s previous quarterly dividend of $0.31. Masco’s dividend payout ratio (DPR) is currently 33.25%.

Masco announced that its Board of Directors has initiated a stock buyback plan on Tuesday, February 10th that authorizes the company to repurchase $2.00 billion in shares. This repurchase authorization authorizes the construction company to repurchase up to 13.5% of its stock through open market purchases. Stock repurchase plans are often an indication that the company’s leadership believes its shares are undervalued.

Insider Transactions at Masco

In other Masco news, CAO Heath M. Eisman sold 747 shares of the company’s stock in a transaction on Thursday, February 26th. The stock was 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 in the company, valued at $899,719.20. This represents a 5.63% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. 0.55% of the stock is currently owned by insiders.

Institutional Trading of Masco

Several large investors have recently added to or reduced their stakes in the stock. State Street Corp grew its holdings in Masco by 0.6% in the 4th quarter. State Street Corp now owns 10,235,505 shares of the construction company’s stock valued at $649,545,000 after buying an additional 60,430 shares in the last quarter. JPMorgan Chase & Co. grew its holdings in Masco by 19.2% in the 4th quarter. JPMorgan Chase & Co. now owns 6,063,286 shares of the construction company’s stock valued at $384,776,000 after buying an additional 977,684 shares in the last quarter. Boston Partners grew its holdings in Masco by 1.0% in the 3rd quarter. Boston Partners now owns 5,850,170 shares of the construction company’s stock valued at $411,832,000 after buying an additional 58,609 shares in the last quarter. Wellington Management Group LLP grew its holdings in Masco by 76.1% in the 4th quarter. Wellington Management Group LLP now owns 4,826,584 shares of the construction company’s stock valued at $306,295,000 after buying an additional 2,085,454 shares in the last quarter. Finally, Nordea Investment Management AB grew its holdings in Masco by 6.5% in the 4th quarter. Nordea Investment Management AB now owns 4,371,864 shares of the construction company’s stock valued at $278,619,000 after buying an additional 267,012 shares in the last quarter. 93.91% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Masco

Here are the key news stories impacting Masco this week:

• Positive Sentiment: Q1 EPS beat and margin gains — Masco reported $1.04 EPS vs. $0.88 expected, driven by pricing, cost savings and plumbing-product strength; investors cheered the double beat and margin improvement. Read More.
• Positive Sentiment: Management reaffirmed FY26 EPS range ($4.10–$4.30) and raised share-deployment to at least $800M, signaling capital-return confidence that supports the stock. Read More.
• Positive Sentiment: Volume gains, product expansion and cost actions contributed to outperformance — management highlighted expanding product mixes and volume recovery in renovation end markets as durable drivers. Read More.
• Positive Sentiment: Street reaction largely upgraded — several analysts raised forecasts after the strong quarter, reinforcing investor confidence in the turnaround. Read More.
• Neutral Sentiment: Revenue missed consensus ($1.92B vs. ~$2.07B), which is a cautionary datapoint despite the EPS beat; investors are weighing mix and timing effects. Read More.
• Neutral Sentiment: Some analysts trimmed price targets but kept constructive stances — Citigroup cut its PT to $79 and set a neutral rating, leaving modest upside vs. current levels. Read More.
• Negative Sentiment: Other broker downgrades/target cuts — Bank of America and BMO lowered targets/expectations (BofA to $61), which could cap near-term upside if more firms follow. Read More. • Read More.

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.