Truist Financial Forecasts Strong Price Appreciation for Masco (NYSE:MAS) Stock

Masco (NYSE:MAS) had its target price increased by analysts at Truist Financial from $85.00 to $90.00 in a research report issued to clients and investors on Thursday, Benzinga reports. The brokerage presently has a “buy” rating on the construction company’s stock. Truist Financial‘s target price indicates a potential upside of 13.28% from the company’s previous close.

Several other analysts have also recently weighed in on MAS. UBS Group cut their price objective on Masco from $97.00 to $94.00 and set a “buy” rating on the stock in a research report on Thursday, July 30th. Melius Research assumed coverage on Masco in a research report on Tuesday, October 6th. They issued a “hold” rating and a $75.00 target price for the company. Barclays lowered their target price on Masco from $82.00 to $79.00 and set an “equal weight” rating for the company in a research note on Thursday, July 30th. Citigroup dropped their price target on Masco from $79.00 to $77.00 and set a “neutral” rating on the stock in a research report on Friday, July 31st. Finally, Oppenheimer reiterated an “outperform” rating and issued a $90.00 price objective (up from $88.00) on shares of Masco in a report on Wednesday. Seven investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, Masco presently has an average rating of “Hold” and an average price target of $80.41.

Masco Trading Up 4.5%

NYSE MAS traded up $3.40 during trading on Thursday, hitting $79.45. The company had a trading volume of 493,746 shares, compared to its average volume of 2,575,641. The company’s fifty day moving average is $71.01 and its 200-day moving average is $70.77. Masco has a one year low of $58.16 and a one year high of $83.64. The company has a current ratio of 1.86, a quick ratio of 1.22 and a debt-to-equity ratio of 109.07. The company has a market cap of $15.67 billion, a price-to-earnings ratio of 18.28, a price-to-earnings-growth ratio of 1.92 and a beta of 1.30.

Masco (NYSE:MAS) last announced its earnings results on Wednesday, October 28th. The construction company reported $1.19 earnings per share for the quarter, beating analysts’ consensus estimates of $1.02 by $0.17. Masco had a net margin of 11.61% and a return on equity of 2,379.08%. The firm had revenue of $1.97 billion for the quarter, compared to analyst estimates of $1.93 billion. During the same quarter in the previous year, the firm posted $0.97 EPS. The company’s revenue for the quarter was up 2.6% compared to the same quarter last year. On average, sell-side analysts predict that Masco will post 4.52 earnings per share for the current year.

Institutional Investors Weigh In On Masco

Institutional investors have recently modified their holdings of the stock. BlackRock Inc. bought a new position in Masco in the 2nd quarter worth about $1,278,943,000. Bank of America Corp DE purchased a new stake in Masco during the 2nd quarter valued at about $178,424,000. Amundi increased its stake in Masco by 17.5% during the 1st quarter. Amundi now owns 2,152,818 shares of the construction company’s stock valued at $129,977,000 after purchasing an additional 320,230 shares in the last quarter. Bank of New York Mellon Corp increased its stake in Masco by 8.8% during the 1st quarter. Bank of New York Mellon Corp now owns 1,961,592 shares of the construction company’s stock valued at $118,421,000 after purchasing an additional 158,231 shares in the last quarter. Finally, Deutsche Bank AG bought a new stake in Masco during the 2nd quarter valued at about $149,673,000. 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: Q3 earnings beat expectations: Masco reported adjusted EPS of $1.19, above the $1.02 consensus estimate, while sales of approximately $1.97 billion also topped forecasts. EPS increased from $0.97 a year earlier, supported by pricing, cost savings and operating leverage. Masco’s Q3 Earnings Beat on Pricing and Cost Savings, Stock Rises
• Positive Sentiment: Margins improved materially: Operating profit rose 12% and operating margin expanded to 17.2% from 15.8%, while gross margin increased 240 basis points to 36.6%. Plumbing Products sales grew 4%, helping offset flat sales in Decorative Architectural Products. Masco Third-Quarter Sales Rise 3% to $1.97 Billion
• Positive Sentiment: 2026 outlook was raised: Management increased its full-year adjusted EPS guidance to $4.65-$4.75 and is targeting an 18%-18.5% operating margin. The company also issued fourth-quarter earnings guidance, reinforcing expectations for continued profitability. Masco forecasts 2026 EPS and operating margin
• Positive Sentiment: Shareholder returns continued: Masco declared a quarterly dividend of $0.32 per share, payable November 23, and returned $322 million through dividends and share repurchases during the quarter. Masco declares $0.32 dividend
• Neutral Sentiment: Mixed analyst signals: Robert W. Baird raised its price target from $80 to $82 but maintained a Neutral rating, while Wells Fargo increased its target to $85 from $82. These revisions suggest modest additional upside but limited conviction.
• Negative Sentiment: Valuation and future headwinds remain concerns: Bank of America reiterated its Sell rating with a $70 price target, citing Masco’s relatively rich valuation and potential earnings pressure despite the stronger results and guidance. Masco Sell rating from Bank of America

About Masco

Masco Corporation (NYSE: MAS) is a manufacturer of branded home improvement and building products. The company’s portfolio includes faucets, showering and bathing products, architectural coatings, decorative hardware and related products sold to residential and commercial customers.

Masco operates through two principal areas: Plumbing Products and Decorative Architectural Products. Its brands include Delta Faucet, Brizo, Hansgrohe, Behr Paint and Kichler Lighting, among others. These products are distributed through home improvement retailers, specialty dealers, distributors and other channels.

Founded in 1929 by Alex Manoogian, Masco is headquartered in Livonia, Michigan, and serves customers primarily in North America and Europe, with products sold in additional international markets.