BMO Capital Markets Cuts Masco (NYSE:MAS) Price Target to $75.00

Masco (NYSE:MAS) had its target price lowered by BMO Capital Markets from $77.00 to $75.00 in a research report report published on Monday, Marketbeat reports. The firm currently has a market perform rating on the construction company’s stock.

Several other equities analysts have also weighed in on the stock. Bank of America reduced their price objective on shares of Masco from $69.00 to $61.00 and set an “underperform” rating for the company in a research report on Monday. Wells Fargo & Company reduced their price objective on shares of Masco from $85.00 to $70.00 and set an “overweight” rating for the company in a research report on Wednesday, April 8th. Oppenheimer reiterated an “outperform” rating and issued a $88.00 target price on shares of Masco in a report on Wednesday, February 11th. Royal Bank Of Canada raised their target price on shares of Masco from $67.00 to $74.00 and gave the stock a “sector perform” rating in a report on Wednesday, February 11th. Finally, Robert W. Baird set a $82.00 target price on shares of Masco in a report on Wednesday, February 11th. Seven investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, Masco presently has a consensus rating of “Hold” and a consensus target price of $76.93.

Masco Stock Performance

NYSE:MAS opened at $73.88 on Monday. Masco has a twelve month low of $56.55 and a twelve month high of $79.19. The company has a current ratio of 1.81, a quick ratio of 1.14 and a debt-to-equity ratio of 38.75. The company has a 50-day moving average of $65.65 and a 200-day moving average of $65.88. The firm has a market cap of $14.99 billion, a price-to-earnings ratio of 19.19, a price-to-earnings-growth ratio of 1.91 and a beta of 1.29.

Masco (NYSE:MAS) last posted its quarterly earnings data on Wednesday, April 22nd. The construction company reported $1.04 earnings per share for the quarter, beating the consensus estimate of $0.88 by $0.16. Masco had a net margin of 10.71% and a return on equity of 856.70%. The company had revenue of $1.92 billion during the quarter, compared to analyst estimates of $2.07 billion. During the same quarter last year, the firm posted $0.87 EPS. The business’s revenue for the quarter was up 6.5% on a year-over-year basis. Masco has set its FY 2026 guidance at 4.100-4.300 EPS. Analysts forecast that Masco will post 4.18 earnings per share for the current fiscal year.

Masco Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, March 9th. Stockholders of record on Friday, February 20th were given a $0.32 dividend. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.7%. This is a positive change from Masco’s previous quarterly dividend of $0.31. The ex-dividend date of this dividend was Friday, February 20th. Masco’s payout ratio is currently 33.25%.

Masco announced that its board has initiated a share repurchase program 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 shares through open market purchases. Shares repurchase programs are typically a sign that the company’s board of directors believes its shares are undervalued.

Insider Activity

In other news, CAO Heath M. Eisman sold 747 shares of the stock in a transaction that occurred 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 $899,719.20. This represents a 5.63% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 0.55% of the stock is owned by company insiders.

Institutional Trading of Masco

A number of hedge funds have recently made changes to their positions in the stock. Bard Associates Inc. bought a new position in Masco during the fourth quarter valued at approximately $25,000. Rossby Financial LCC raised its position in Masco by 134.2% during the third quarter. Rossby Financial LCC now owns 370 shares of the construction company’s stock valued at $26,000 after acquiring an additional 212 shares in the last quarter. Sunbelt Securities Inc. bought a new position in Masco during the third quarter valued at approximately $26,000. Bogart Wealth LLC raised its position in Masco by 2,550.0% during the fourth quarter. Bogart Wealth LLC now owns 424 shares of the construction company’s stock valued at $27,000 after acquiring an additional 408 shares in the last quarter. Finally, Community Bank N.A. bought a new position in Masco during the third quarter valued at approximately $34,000. 93.91% of the stock is owned by hedge funds and other institutional investors.

Key Masco News

Here are the key news stories impacting Masco this week:

• Positive Sentiment: Q1 EPS beat and year-over-year profit growth — Masco reported $1.04 EPS vs. $0.88 consensus, beating estimates and driving the rally as underlying profit metrics improved. Masco (MAS) Tops Q1 Earnings and Revenue Estimates
• Positive Sentiment: Margin improvement from pricing and cost saves — Management credited pricing actions and cost?savings for offsetting tariffs/commodity pressure, supporting better-than-expected EPS despite some revenue pressure. Masco’s Q1 Earnings Beat Estimates on Pricing & Cost Savings, Stock Up
• Positive Sentiment: Company reaffirmed FY2026 EPS range (4.10–4.30) — Management kept full?year guidance in place (range roughly in line with consensus), which reduced downside risk and supported investor confidence. Masco Earnings Call: Strong Q1, Cautious Outlook
• Neutral Sentiment: Leadership transitions announced in plumbing segment — Two long-tenured executives will retire later in the year; routine succession planning but worth monitoring for operational continuity. Masco Corporation Announces Leadership Changes
• Neutral Sentiment: Governance vote and shareholder meeting rights in focus — Ongoing governance discussions could influence longer-term shareholder value and strategy decisions. Masco Governance Vote Weighs Special Meeting Rights And Shareholder Value
• Negative Sentiment: Revenue missed consensus — Q1 revenue came in at ~$1.92B vs. ~$2.07B expected, a notable top-line shortfall that highlights ongoing end?market softness even as margins improve. Q1 Press Release / Slide Deck
• Negative Sentiment: Analyst price-target cuts and lowered expectations — Bank of America trimmed its price target and BMO lowered expectations, which can cap upside until the company proves sustained revenue momentum. Bank of America Lowers Masco Price Target BMO Lowers Expectations for Masco
• Negative Sentiment: Management struck a cautious tone on the earnings call — Executives flagged housing and remodeling demand uncertainty, which could limit multiple expansion unless future sales trends accelerate. Masco Earnings Call: Strong Q1, Cautious Outlook

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.