Masco Corporation $MAS Shares Sold by Zurcher Kantonalbank Zurich Cantonalbank

Zurcher Kantonalbank Zurich Cantonalbank decreased its holdings in shares of Masco Corporation (NYSE:MAS) by 12.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 165,623 shares of the construction company’s stock after selling 24,141 shares during the period. Zurcher Kantonalbank Zurich Cantonalbank’s holdings in Masco were worth $10,510,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Rossby Financial LCC raised its position in shares of Masco by 134.2% during the 3rd quarter. Rossby Financial LCC now owns 370 shares of the construction company’s stock worth $26,000 after purchasing an additional 212 shares during the last quarter. Sunbelt Securities Inc. acquired a new position in shares of Masco during the 3rd quarter worth about $26,000. Community Bank N.A. acquired a new position in shares of Masco during the 3rd quarter worth about $34,000. Headlands Technologies LLC increased its position in shares of Masco by 114.5% during the second quarter. Headlands Technologies LLC now owns 549 shares of the construction company’s stock worth $35,000 after purchasing an additional 293 shares in the last quarter. Finally, CYBER HORNET ETFs LLC purchased a new stake in shares of Masco during the second quarter worth approximately $37,000. Hedge funds and other institutional investors own 93.91% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts recently commented on MAS shares. Weiss Ratings cut Masco from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Monday, March 9th. Citigroup dropped their price target on Masco from $84.00 to $79.00 and set a “neutral” rating for the company in a research report on Thursday. Oppenheimer reiterated an “outperform” rating and set a $88.00 price target on shares of Masco in a research report on Wednesday, February 11th. The Goldman Sachs Group increased their price objective on shares of Masco from $79.00 to $90.00 and gave the company a “buy” rating in a report on Thursday. Finally, Evercore upgraded Masco from an “in-line” rating to an “outperform” rating and set a $78.00 price objective on the stock in a research report on Monday, April 13th. Seven investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, Masco currently has a consensus rating of “Hold” and an average target price of $79.80.

Masco Price Performance

Masco stock opened at $75.41 on Friday. The stock has a market cap of $15.30 billion, a P/E ratio of 18.71, a PEG ratio of 2.10 and a beta of 1.29. Masco Corporation has a 12-month low of $58.16 and a 12-month high of $79.19. The company has a current ratio of 1.75, a quick ratio of 1.14 and a debt-to-equity ratio of 109.07. The company has a 50-day moving average price of $65.61 and a 200 day moving average price of $65.95.

Masco (NYSE:MAS) last issued its quarterly earnings data on Wednesday, April 22nd. The construction company reported $1.04 earnings per share for the quarter, topping the consensus estimate of $0.88 by $0.16. The company had revenue of $1.92 billion during the quarter, compared to analyst estimates of $2.07 billion. Masco had a return on equity of 815.20% and a net margin of 10.90%.The firm’s revenue for the quarter was up 6.5% compared to the same quarter last year. During the same period in the prior year, the business posted $0.87 earnings per share. Masco has set its FY 2026 guidance at 4.100-4.300 EPS. Sell-side analysts anticipate that Masco Corporation will post 4.19 earnings per share for the current year.

Masco Increases Dividend

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

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

Insiders Place Their Bets

In other Masco news, CAO Heath M. Eisman sold 747 shares of the company’s stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $71.92, for a total value of $53,724.24. Following the transaction, the chief accounting officer 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 filing with the SEC, which is available through this link. Insiders own 0.55% of the company’s stock.

Key Masco News

Here are the key news stories impacting Masco this week:

• Positive Sentiment: Q1 earnings beat and strong market reaction — Masco reported EPS above estimates, prompting a gap-up and sharp intraday rally as investors cheered the outperformance and resilience in remodeling demand. Masco (NYSE:MAS) Shares Gap Up After Better-Than-Expected Earnings
• Positive Sentiment: Volume gains, pricing and product expansion drove outperformance — Analysts and reporters highlighted volume improvements, pricing actions and cost saves that lifted margins and supported the beat. MAS Q1 Deep Dive: Volume Gains, Cost Actions, and Product Expansion Drive Outperformance
• Positive Sentiment: Company reaffirmed FY26 EPS range and boosted capital deployment — Masco kept guidance at $4.10–$4.30 and raised planned share/deployment to at least $800M, a clear signal of confidence that supports shareholder returns. Masco maintains 2026 EPS $4.10-$4.30 while lifting 2026 deployment to at least $800M
• Positive Sentiment: Analysts are and have been raising forecasts after the beat — Several firms updated models higher and commentary post-quarter was constructive, supporting further multiple expansion if trends continue. Masco Analysts Increase Their Forecasts Following Strong Q1 Results
• Neutral Sentiment: Earnings call tone: strong quarter but cautious commentary — Management stressed confidence in actions (pricing/costs) but offered measured language on demand outlook, which limits enthusiasm until mid-cycle trends are clearer. Masco Earnings Call: Strong Q1, Cautious Outlook
• Neutral Sentiment: Profit rise driven by plumbing/products growth — Good segment performance, but investors will watch whether it broadens across all end markets. Masco Profit Rises on Plumbing Products Sales Growth
• Negative Sentiment: Some topline softness vs certain Street estimates — revenue figures were weaker versus some consensus views, leaving the beat driven more by margin actions than broad sales strength (a potential headwind if sales pivot slows). No direct article link provided for the estimate gap.
• Negative Sentiment: Citigroup trimmed its price target (from $84 to $79) and moved to neutral, which could temper upside in the near term. Benzinga

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.