Zacks Research Weighs in on Masco’s Q2 Earnings (NYSE:MAS)

Masco Co. (NYSE:MAS) – Equities researchers at Zacks Research dropped their Q2 2025 EPS estimates for shares of Masco in a note issued to investors on Wednesday, May 14th. Zacks Research analyst R. Department now expects that the construction company will post earnings per share of $1.04 for the quarter, down from their prior forecast of $1.26. The consensus estimate for Masco’s current full-year earnings is $4.34 per share. Zacks Research also issued estimates for Masco’s Q1 2026 earnings at $0.82 EPS, Q2 2026 earnings at $1.16 EPS, Q3 2026 earnings at $1.00 EPS, Q4 2026 earnings at $0.94 EPS and FY2027 earnings at $4.90 EPS.

Masco (NYSE:MAS) last released its quarterly earnings results on Wednesday, April 23rd. The construction company reported $0.87 EPS for the quarter, missing the consensus estimate of $0.92 by ($0.05). The firm had revenue of $1.80 billion for the quarter, compared to analyst estimates of $1.84 billion. Masco had a net margin of 10.50% and a return on equity of 838.32%. The firm’s quarterly revenue was down 6.5% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.93 EPS.

Other equities analysts also recently issued research reports about the company. Evercore ISI lowered their price target on Masco from $82.00 to $71.00 and set an “in-line” rating on the stock in a research report on Thursday, April 24th. Loop Capital set a $62.00 target price on Masco and gave the company a “hold” rating in a research report on Thursday, April 24th. The Goldman Sachs Group cut their price target on shares of Masco from $82.00 to $73.00 and set a “buy” rating for the company in a report on Thursday, April 24th. Jefferies Financial Group decreased their price objective on shares of Masco from $64.00 to $62.00 and set a “hold” rating on the stock in a report on Wednesday, April 23rd. Finally, Wells Fargo & Company boosted their target price on shares of Masco from $65.00 to $73.00 and gave the stock an “equal weight” rating in a research note on Wednesday. Ten analysts have rated the stock with a hold rating, six have issued a buy rating and one has assigned a strong buy rating to the company. According to MarketBeat, the company presently has an average rating of “Hold” and an average target price of $73.63.

Masco Price Performance

NYSE:MAS opened at $67.27 on Friday. The company has a quick ratio of 1.15, a current ratio of 1.75 and a debt-to-equity ratio of 20.74. Masco has a 52 week low of $56.55 and a 52 week high of $86.70. The stock’s 50-day moving average price is $64.88 and its 200-day moving average price is $73.00. The stock has a market capitalization of $14.19 billion, a PE ratio of 17.89, a price-to-earnings-growth ratio of 1.94 and a beta of 1.23.

Masco Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, June 9th. Stockholders of record on Friday, May 23rd will be issued a dividend of $0.31 per share. The ex-dividend date is Friday, May 23rd. This represents a $1.24 annualized dividend and a dividend yield of 1.84%. Masco’s dividend payout ratio is presently 33.88%.

Insider Activity

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

Hedge Funds Weigh In On Masco

Several hedge funds and other institutional investors have recently made changes to their positions in the stock. Global X Japan Co. Ltd. increased its position in shares of Masco by 120.2% in the 1st quarter. Global X Japan Co. Ltd. now owns 381 shares of the construction company’s stock valued at $26,000 after purchasing an additional 208 shares during the last quarter. Golden State Wealth Management LLC acquired a new position in shares of Masco during the fourth quarter worth $27,000. Alpine Bank Wealth Management purchased a new position in Masco in the first quarter valued at $29,000. Kestra Investment Management LLC purchased a new position in Masco in the fourth quarter valued at $30,000. Finally, Costello Asset Management INC acquired a new stake in Masco in the first quarter valued at $31,000. Hedge funds and other institutional investors own 93.91% of the company’s stock.

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.