JPMorgan Chase & Co. Forecasts Strong Price Appreciation for Masco (NYSE:MAS) Stock

Masco (NYSE:MAS) had its price objective upped by analysts at JPMorgan Chase & Co. from $74.00 to $78.00 in a research note issued on Friday,Benzinga reports. The brokerage currently has a “neutral” rating on the construction company’s stock. JPMorgan Chase & Co.‘s target price would suggest a potential upside of 5.21% from the stock’s current price.

MAS has been the subject of a number of other research reports. Bank of America decreased their target price 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 lifted their price objective on shares of Masco from $70.00 to $82.00 and gave the company an “overweight” rating in a research report on Thursday. Barclays lifted their price objective on shares of Masco from $65.00 to $78.00 and gave the company an “equal weight” rating in a research report on Wednesday. The Goldman Sachs Group lifted their price objective on shares of Masco from $79.00 to $90.00 and gave the company a “buy” rating in a research report on Thursday. Finally, Evercore raised shares of 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. Seven equities research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $80.07.

Masco Stock Down 1.7%

Masco stock traded down $1.26 during mid-day trading on Friday, reaching $74.14. The company’s stock had a trading volume of 1,365,254 shares, compared to its average volume of 2,801,252. The company has a market capitalization of $15.04 billion, a price-to-earnings ratio of 18.42, 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’s 50 day simple moving average is $65.61 and its 200 day simple moving average is $65.95. The company has a debt-to-equity ratio of 109.07, a quick ratio of 1.14 and a current ratio of 1.75.

Masco (NYSE:MAS) last released its earnings results on Wednesday, April 22nd. The construction company reported $1.04 earnings per share 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 the consensus estimate of $2.07 billion. Masco had a net margin of 10.90% and a return on equity of 815.20%. The firm’s revenue for the quarter was up 6.5% compared to the same quarter last year. During the same quarter last year, the firm earned $0.87 earnings per share. Masco has set its FY 2026 guidance at 4.100-4.300 EPS. As a group, research analysts anticipate that Masco will post 4.19 earnings per share for the current year.

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

Insider Activity

In other news, CAO Heath M. Eisman sold 747 shares of the firm’s stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $71.92, for a total transaction of $53,724.24. Following the completion of the sale, the chief accounting officer owned 12,510 shares in the company, valued at approximately $899,719.20. This trade represents a 5.63% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Corporate insiders own 0.55% of the company’s stock.

Institutional Trading of Masco

Several hedge funds and other institutional investors have recently bought and sold shares of the business. State Street Corp raised its stake in Masco by 0.6% in the 4th quarter. State Street Corp now owns 10,235,505 shares of the construction company’s stock worth $649,545,000 after purchasing an additional 60,430 shares in the last quarter. JPMorgan Chase & Co. increased 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 during the period. Boston Partners increased 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 during the period. Wellington Management Group LLP increased 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 during the period. Finally, Nordea Investment Management AB increased 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 during the period. Institutional investors and hedge funds own 93.91% of the company’s stock.

Masco News Roundup

Here are the key news stories impacting Masco this week:

• Positive Sentiment: Q1 earnings beat and margin improvement: Masco reported an EPS beat driven by pricing and cost-savings initiatives that helped offset higher tariffs and commodity costs; margins and sales showed resilience versus soft end markets. Masco’s Q1 Earnings Beat Estimates on Pricing & Cost Savings, Stock Up
• Positive Sentiment: Capital return commitment preserved and increased deployment: Management reaffirmed FY2026 EPS guidance ($4.10–$4.30) and raised planned capital deployment to at least $800M, supporting shareholder returns. Masco maintains 2026 EPS $4.10-$4.30 while lifting 2026 deployment to at least $800M
• Positive Sentiment: Analysts updating estimates upward: Several analysts raised forecasts and reiterated confidence after the strong Q1 print, which supports a constructive near-term view from the sell side. Masco Analysts Increase Their Forecasts Following Strong Q1 Results
• Neutral Sentiment: Volatility after earnings: The stock initially surged (~12%) on the beat as investors priced in a remodeling demand rebound, then pulled back — a sign of profit-taking and intraday rebalancing. Masco stock jumps 12% after earnings beat signals remodeling demand rebound
• Negative Sentiment: Ongoing cost pressures flagged: Management and analysts warned that tariff and commodity cost headwinds remain, which could limit margin upside despite current pricing gains. Here’s How Masco Shocked the Market This Week
• Negative Sentiment: Price-target cut and neutral ratings: Citigroup trimmed its price target to $79 and moved to neutral, signaling analysts see limited near-term upside — a factor weighing on the stock after the post-earnings rally. Citigroup lowers Masco price target to $79 (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.