Danske Bank A S Invests $3.79 Million in Masco Corporation $MAS

Danske Bank A S acquired a new stake in Masco Corporation (NYSE:MAS) in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired 46,510 shares of the construction company’s stock, valued at approximately $3,785,000.

A number of other hedge funds have also added to or reduced their stakes in MAS. Covestor Ltd raised its position in Masco by 20.7% during the 4th quarter. Covestor Ltd now owns 829 shares of the construction company’s stock worth $53,000 after purchasing an additional 142 shares during the last quarter. Ritholtz Wealth Management grew its stake in shares of Masco by 3.9% during the 1st quarter. Ritholtz Wealth Management now owns 4,017 shares of the construction company’s stock worth $242,000 after acquiring an additional 150 shares during the period. Andina Capital Management LLC lifted its position in shares of Masco by 2.4% during the fourth quarter. Andina Capital Management LLC now owns 6,565 shares of the construction company’s stock worth $417,000 after acquiring an additional 154 shares in the last quarter. Dorsey & Whitney Trust CO LLC grew its stake in Masco by 3.5% during the fourth quarter. Dorsey & Whitney Trust CO LLC now owns 4,945 shares of the construction company’s stock valued at $314,000 after acquiring an additional 167 shares in the last quarter. Finally, Fayez Sarofim & Co grew its stake in Masco by 0.7% in the 4th quarter. Fayez Sarofim & Co now owns 26,075 shares of the construction company’s stock worth $1,655,000 after buying an additional 180 shares in the last quarter. 93.91% of the stock is owned by institutional investors.

Analysts Set New Price Targets

MAS has been the subject of a number of research analyst reports. Deutsche Bank Aktiengesellschaft set a $74.00 price target on Masco in a research note on Monday, August 3rd. UBS Group dropped their target price on shares of Masco from $97.00 to $94.00 and set a “buy” rating on the stock in a research note on Thursday, July 30th. Zacks Research lowered Masco from a “strong-buy” rating to a “hold” rating in a research note on Friday, August 14th. JPMorgan Chase & Co. raised their price target on shares of Masco from $74.00 to $78.00 and gave the company a “neutral” rating in a research report on Friday, April 24th. Finally, Weiss Ratings raised shares of Masco from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Tuesday, June 23rd. Seven investment analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, Masco has a consensus rating of “Hold” and an average price target of $79.87.

Masco Trading Up 0.1%

NYSE:MAS opened at $73.39 on Friday. The stock has a fifty day simple moving average of $76.80 and a 200-day simple moving average of $71.00. The company has a quick ratio of 1.22, a current ratio of 1.86 and a debt-to-equity ratio of 109.07. The company has a market capitalization of $14.47 billion, a PE ratio of 16.87, a price-to-earnings-growth ratio of 1.86 and a beta of 1.30. Masco Corporation has a 52-week low of $58.16 and a 52-week high of $83.64.

Masco (NYSE:MAS) last announced its quarterly earnings results on Wednesday, July 29th. The construction company reported $1.64 earnings per share for the quarter, topping analysts’ consensus estimates of $1.32 by $0.32. Masco had a net margin of 11.61% and a return on equity of 2,379.08%. The firm had revenue of $1.99 billion during the quarter, compared to analysts’ expectations of $2.08 billion. During the same period in the prior year, the company earned $1.30 EPS. The firm’s revenue was down 2.9% on a year-over-year basis. Masco has set its FY 2026 guidance at 4.400-4.600 EPS. On average, equities research analysts expect that Masco Corporation will post 4.52 earnings per share for the current fiscal year.

Masco Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, August 28th. Shareholders of record on Monday, August 24th will be given a $0.32 dividend. This represents a $1.28 annualized dividend and a yield of 1.7%. The ex-dividend date of this dividend is Monday, August 24th. Masco’s payout ratio is currently 29.43%.

Masco announced that its Board of Directors has authorized a stock buyback plan on Thursday, May 7th that permits the company to repurchase $300.00 million in outstanding shares. This repurchase authorization permits the construction company to purchase up to 2.1% of its stock through open market purchases. Stock repurchase plans are often an indication that the company’s leadership believes its stock is undervalued.

Masco News Summary

Here are the key news stories impacting Masco this week:

• Positive Sentiment: Zacks raised its FY2026 EPS forecast to $4.49 from $4.27, a meaningful improvement, and increased its FY2027 forecast slightly to $4.71 from $4.69.
• Positive Sentiment: Quarterly estimates also improved for Q1 2027, to $1.12 from $1.10; Q2 2027, to $1.42 from $1.35; and Q1 2028, to $1.28 from $1.22. These increases indicate some expectations for stronger earnings in portions of the forward period.
• Neutral Sentiment: The current-year analyst consensus remains $4.52 per share, close to Zacks’ revised FY2026 estimate. Zacks also projects FY2028 EPS of $5.17, although that forecast was reduced from $5.25.
• Negative Sentiment: Zacks cut estimates for several periods: Q3 2026 EPS to $0.99 from $1.04, Q4 2026 to $0.82 from $0.91, Q3 2027 to $1.13 from $1.18, Q4 2027 to $1.03 from $1.07, and Q2 2028 to $1.39 from $1.43.
• Negative Sentiment: The broad reduction to the FY2028 outlook suggests analysts see some pressure on Masco’s longer-term earnings growth. Combined with the lower near-term quarterly forecasts, the revisions are likely a modest headwind for MAS, even though select annual and quarterly estimates were raised.

Masco Company 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.