Masco (NYSE:MAS) Given New $74.00 Price Target at Royal Bank Of Canada

Masco (NYSE:MAS) had its price target lifted by Royal Bank Of Canada from $67.00 to $74.00 in a research note published on Wednesday,Benzinga reports. The firm currently has a sector perform rating on the construction company’s stock.

Several other equities analysts have also commented on the stock. Vertical Research started coverage on shares of Masco in a report on Monday, October 20th. They issued a “hold” rating on the stock. Evercore ISI set a $78.00 price target on Masco in a research note on Wednesday. Barclays reaffirmed an “equal weight” rating and issued a $71.00 price objective (down from $76.00) on shares of Masco in a research note on Monday, December 8th. Evercore cut their price objective on Masco from $75.00 to $70.00 and set an “in-line” rating on the stock in a report on Thursday, October 30th. Finally, Oppenheimer restated an “outperform” rating and set a $88.00 target price on shares of Masco in a report on Wednesday. Seven analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $75.69.

Masco Trading Up 2.0%

Shares of Masco stock traded up $1.52 during trading hours on Wednesday, hitting $78.00. The company’s stock had a trading volume of 486,066 shares, compared to its average volume of 2,650,229. The stock has a market cap of $16.20 billion, a price-to-earnings ratio of 20.22, a P/E/G ratio of 3.35 and a beta of 1.28. The company has a debt-to-equity ratio of 38.75, a quick ratio of 1.20 and a current ratio of 1.81. Masco has a twelve month low of $56.55 and a twelve month high of $79.19. The firm has a fifty day moving average of $66.99 and a 200-day moving average of $68.08.

Masco (NYSE:MAS) last issued its quarterly earnings data on Tuesday, February 10th. The construction company reported $0.82 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.78 by $0.04. Masco had a return on equity of 856.70% and a net margin of 10.71%.The firm had revenue of $1.79 billion during the quarter, compared to the consensus estimate of $1.82 billion. During the same period last year, the company earned $0.89 EPS. The company’s quarterly revenue was down 1.9% on a year-over-year basis. Masco has set its FY 2026 guidance at 4.100-4.300 EPS. Research analysts forecast that Masco will post 4.34 EPS for the current year.

Masco Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, March 9th. Stockholders of record on Friday, February 20th will be given a dividend of $0.32 per share. The ex-dividend date of this dividend is Friday, February 20th. This represents a $1.28 annualized dividend and a dividend yield of 1.6%. This is an increase from Masco’s previous quarterly dividend of $0.31. Masco’s payout ratio is currently 32.21%.

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

Hedge Funds Weigh In On Masco

Several large investors have recently bought and sold shares of MAS. McMillan Office Inc. acquired a new stake in shares of Masco in the 4th quarter valued at about $108,000. Brown Brothers Harriman & Co. boosted its holdings in shares of Masco by 37.2% in the fourth quarter. Brown Brothers Harriman & Co. now owns 11,595 shares of the construction company’s stock valued at $736,000 after acquiring an additional 3,145 shares during the period. Andina Capital Management LLC boosted its holdings in shares of Masco by 2.4% in the fourth quarter. Andina Capital Management LLC now owns 6,565 shares of the construction company’s stock valued at $417,000 after acquiring an additional 154 shares during the period. Investment Research Partners LLC grew its position in shares of Masco by 7.3% during the fourth quarter. Investment Research Partners LLC now owns 3,783 shares of the construction company’s stock worth $240,000 after acquiring an additional 258 shares during the last quarter. Finally, Great Valley Advisor Group Inc. purchased a new stake in Masco in the 4th quarter valued at $378,000. Institutional investors and hedge funds own 93.91% of the company’s stock.

Key Stories Impacting Masco

Here are the key news stories impacting Masco this week:

• Positive Sentiment: Board authorized a $2.0 billion buyback (up to ~13.4% of shares), signaling confidence and supporting EPS per-share improvement. Masco Stock Rises With $2B Buyback, Higher Dividend
• Positive Sentiment: Quarterly dividend raised to $0.32 (3.2% increase), which modestly boosts shareholder yield and complements the buyback. Masco Stock Rises With $2B Buyback, Higher Dividend
• Positive Sentiment: Q4 adjusted EPS beat expectations and management gave a constructive 2026 EPS target ($4.10–$4.30), which lifted sentiment and helped push the stock to a 52-week high. Masco earnings beat by $0.03, revenue fell short of estimates
• Neutral Sentiment: Royal Bank of Canada raised its price target (to $74) but maintained a “sector perform” stance — an incremental analyst upgrade that still sits below the current share price, reflecting cautious sentiment. Benzinga analyst note
• Negative Sentiment: Revenue missed estimates and management flagged persistent margin pressures; the company is pursuing restructuring and operational changes (including workforce reductions) to restore margins, which introduces execution risk. MAS Q4 Deep Dive: Margin Pressures Persist as Masco Emphasizes Operational Changes and Strategic Integration
• Negative Sentiment: Top-line weakness: Q4 revenue declined year-over-year and missed consensus — investors may be concerned that earnings upside is reliant on buybacks and cost cuts rather than organic sales growth. Masco Stock Up on Q4 Earnings Beat, Sales Miss Estimates

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.