Zacks Research Weighs in on Masco’s Q3 Earnings (NYSE:MAS)

Masco Co. (NYSE:MAS) – Stock analysts at Zacks Research reduced their Q3 2025 EPS estimates for shares of Masco in a research report issued on Wednesday, May 14th. Zacks Research analyst R. Department now expects that the construction company will post earnings per share of $0.84 for the quarter, down from their previous estimate of $1.18. The consensus estimate for Masco’s current full-year earnings is $4.34 per share. Zacks Research also issued estimates for Masco’s Q4 2025 earnings at $0.67 EPS, FY2025 earnings at $3.42 EPS and FY2026 earnings at $3.91 EPS.

A number of other research analysts have also weighed in on the stock. Barclays set a $71.00 price objective on shares of Masco and gave the company an “overweight” rating in a research note on Thursday, April 24th. Deutsche Bank Aktiengesellschaft began coverage on shares of Masco in a report on Tuesday, April 1st. They issued a “hold” rating and a $71.00 price target for the company. Royal Bank of Canada cut their price target on shares of Masco from $74.00 to $62.00 and set a “sector perform” rating for the company in a report on Thursday, April 24th. Evercore ISI cut their price target on shares of Masco from $82.00 to $71.00 and set an “in-line” rating for the company in a report on Thursday, April 24th. Finally, Wells Fargo & Company raised their price target on shares of Masco from $65.00 to $73.00 and gave the company an “equal weight” rating in a report on Wednesday, May 14th. Ten equities research analysts have rated the stock with a hold rating, six have given a buy rating and one has issued a strong buy rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $73.63.

Masco Stock Up 0.7%

Masco stock opened at $67.68 on Monday. Masco has a 1-year low of $56.55 and a 1-year high of $86.70. The firm has a market capitalization of $14.28 billion, a price-to-earnings ratio of 18.00, a P/E/G ratio of 1.94 and a beta of 1.23. The company has a current ratio of 1.75, a quick ratio of 1.15 and a debt-to-equity ratio of 20.74. The firm has a 50 day simple moving average of $64.81 and a 200 day simple moving average of $72.81.

Masco (NYSE:MAS) last issued its quarterly earnings results on Wednesday, April 23rd. The construction company reported $0.87 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.92 by ($0.05). Masco had a return on equity of 838.32% and a net margin of 10.50%. The company had revenue of $1.80 billion for the quarter, compared to analysts’ expectations of $1.84 billion. During the same quarter in the previous year, the business earned $0.93 EPS. The company’s revenue for the quarter was down 6.5% on a year-over-year basis.

Institutional Trading of Masco

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Golden State Wealth Management LLC purchased a new stake in shares of Masco in the fourth quarter worth $27,000. Global X Japan Co. Ltd. increased its stake in shares of Masco by 120.2% in the first quarter. Global X Japan Co. Ltd. now owns 381 shares of the construction company’s stock worth $26,000 after purchasing an additional 208 shares in the last quarter. Kestra Investment Management LLC purchased a new stake in shares of Masco in the fourth quarter worth $30,000. Alpine Bank Wealth Management purchased a new stake in shares of Masco in the first quarter worth $29,000. Finally, Costello Asset Management INC purchased a new stake in shares of Masco in the first quarter worth $31,000. 93.91% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Masco

In other Masco news, CEO Keith J. Allman sold 21,723 shares of the company’s stock in a transaction that occurred on Wednesday, February 26th. The shares were sold at an average price of $76.36, for a total transaction of $1,658,768.28. Following the completion of the sale, the chief executive officer now directly owns 60,267 shares of the company’s stock, valued at approximately $4,601,988.12. This represents a 26.49% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, VP Renee Straber sold 3,139 shares of the company’s stock in a transaction that occurred on Tuesday, March 11th. The shares were sold at an average price of $71.78, for a total transaction of $225,317.42. Following the sale, the vice president now directly owns 33,027 shares of the company’s stock, valued at approximately $2,370,678.06. This represents a 8.68% decrease in their ownership of the stock. The disclosure for this sale can be found here. 0.50% of the stock is owned by insiders.

Masco Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, June 9th. Investors of record on Friday, May 23rd will be given a dividend of $0.31 per share. The ex-dividend date of this dividend is Friday, May 23rd. This represents a $1.24 dividend on an annualized basis and a yield of 1.83%. Masco’s dividend payout ratio (DPR) is 33.88%.

About Masco

Masco Corporation designs, manufactures, and distributes home improvement and building products in North America, Europe, and internationally. The company's Plumbing Products segment offers faucets, showerheads, handheld showers, valves, bath hardware and accessories, bathing units, shower bases and enclosures, sinks, toilets, acrylic tubs, shower trays, spas, exercise pools, and fitness systems; brass, copper, and composite plumbing system components; connected water products; thermoplastic solutions, extruded plastic profiles, specialized fabrications, and PEX tubing products; and other non-decorative plumbing products.