StockpollyBeta
Get App
Popularity #681
MAS · NYSE · Construction Materials

Masco (MAS)

Makes Delta plumbing fixtures, Behr coatings, Liberty hardware and Hot Spring spas.

$68.78
vs last close+1.03 (+1.53%)
Loading prices…

Something off on this page? Send us feedback.

Masco CorporationMAS
Materials

Sells branded plumbing, bath, spa and hardware products through Plumbing Products, with paints and coatings in Decorative Architectural Products. Delta, hansgrohe, Hot Spring, Liberty, Behr and Kilz reach retail, trade and online channels; demand centers on repair and remodeling, and coatings depend heavily on Home Depot.

Designs, manufactures and distributes branded products for residential repair and remodeling, with less exposure to new construction. Plumbing Products includes Delta, Brizo and hansgrohe fixtures; BrassCraft components; Liberty hardware and shower doors; and Hot Spring, Caldera, Endless Pools and sauna brands. Decorative Architectural Products centers on Behr and Kilz coatings and accessories. Plumbing spans North America and markets abroad, while coatings remain concentrated in North America.

Executes through brand investment, product development, customer service, broad distribution and operating improvement. Home centers, trade distributors, specialty retailers and online sellers connect the portfolio mainly to repair-and-remodel demand. Imported inputs and finished goods create tariff exposure. Behr's retail and Kilz's big-box channels are exclusive to Home Depot in North America.

Company facts

CEOJonathon J. Nudi
ListedMar 17, 1980
ExchangeNYSE
HeadquartersLivonia, MI
CountryUnited States
Employees18,000
CIK0000062996
ISINUS5745991068

Market cap$13.36B
EPS (ttm)$4.35
P/E (ttm)15.57
ROE—
P/B—
P/S1.75
Dividend yieldDiv yield1.87%
Beta1.13vs XLB 1.03

Price target$81.00+19.6%Average of 38 analysts
ConsensusBuy20 of 38 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Aug 24, 2026D.A. DavidsonTarget
Target: —
Target: $80
Aug 3, 2026Deutsche BankTarget
Target: —
Target: $74
Jul 30, 2026UBSReiterate
Rating: —Target: $97
Rating: BuyTarget: $94
Jul 30, 2026Evercore ISI GroupDowngrade
Rating: Outperform
Rating: In Line
Jul 14, 2026Wells FargoReiterate
Rating: —Target: $78
Rating: OverweightTarget: $87

Next report
Oct 29, 26
in 37 days
EPS estimate
$1.01
Revenue estimate
$1.93B
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25Apr '25Jul '25Oct '25Feb '26Apr '26Jul '26Oct '26
Reported$0.89$0.87$1.30$0.97$0.82$1.04$1.64Pending
Estimate$0.88$0.92$1.09$1.02$0.78$0.88$1.32$1.01
Surprise+1.7%−4.9%+19.3%−4.9%+5.1%+18.6%+24.2%—

RevenueReportedEstimate

Feb '25Apr '25Jul '25Oct '25Feb '26Apr '26Jul '26Oct '26
Reported$1.83B$1.80B$2.05B$1.92B$1.79B$1.92B$1.99BPending
Estimate$1.84B$1.84B$2.00B$1.82B$1.82B$1.83B$2.08B$1.93B
Surprise−0.4%−2.0%+2.7%+5.3%−1.3%+4.6%−4.4%—
Estimate$1.01
ReportedDue Oct 29, 2026
Estimate$1.93B
ReportedDue Oct 29, 2026
View details

Current ratio186.50%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$1.98B$1.83B$1.80B$2.05B$1.92B$1.79B$1.92B$1.99B
Net income$167.0M$182.0M$186.0M$270.0M$189.0M$165.0M$213.0M$318.0M
Net margin8.4%10.0%10.3%13.2%9.9%9.2%11.1%16.0%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$357.0M$292.0M$286.0M$412.0M$303.0M$258.0M$316.0M$470.0M
YoY growth−6.8%+7.0%−10.1%+3.8%−15.1%−11.6%+10.5%+14.1%

Balance sheet, Jun 30, 2026Cash & short-term investments $548.0M · Total debt $3.49B · Total assets $5.40B · Shareholders' equity −$365.0M

Revenue
$1.99B
Operating income
$470.0M
Net income
$318.0M
View details

Dividend yield
1.87%
Next ex-date
Nov 24, 26
estimated · in 63 days
Annual dividend
$1.27
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yield

Nov '24Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26
Dividend$0.29$0.31$0.31$0.31$0.31$0.32$0.32$0.32
Annual yield1.43%1.58%1.94%1.76%2.00%1.66%1.87%1.73%
Ex-dateNov 8Feb 21May 23Aug 8Nov 7Feb 20May 22Aug 24
Payment dateNov 25Mar 10Jun 9Aug 25Nov 24Mar 9Jun 8Aug 28
View details

Institutions≥ 92.46%182.32M shares
939 holders · as of Jun 30, 2026 · largest filers only
Insiders0.28%543.6K shares
19 holders · as of May 12, 2026
Other≤ 7.26%14.33M shares
remainder

197.19M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the 100 largest filers, so at least this.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
7.97%15.72Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
6.68%13.18Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
6.20%12.22Mas of Jun 30, 2026
State Street CorpInstitution
5.44%10.73Mas of Jun 30, 2026
Harris Associates L PInstitution
4.22%8.32Mas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Mar 7, 2026Lisa A. Paynedirector−16,735$63.66
Feb 26, 2026Heath M. Eismanofficer: VP, Controller and CAO−747$71.92
Feb 12, 2026Kenneth G. Coleofficer: VP, General Counsel and Sec.−51,900$77.03
View details

  • Fortune Brands Innovations

    Moen-led plumbing portfolio overlaps Delta and Hansgrohe channels

  • Sherwin-Williams

    Paint-store and retail brands press Behr and Kilz

  • PPG Industries

    Architectural coatings portfolio overlaps Behr paint and stains

  • RPM

    Rust-Oleum, Zinsser, and DAP overlap Kilz and Behr adjacencies

Compare

CompanyPriceChange
Masco$68.78+1.53%$13.36B15.615.81.8−2.9%
Fortune Brands Innovations$39.97+0.92%$4.72B32.213.31.1−4.1%
Sherwin-Williams$326.51+1.62%$78.00B29.625.63.2+7.5%
PPG Industries$106.95+1.93%$23.33B15.013.01.4+7.2%
RPM$100.08+1.08%$12.65B19.216.71.6+7.2%
Median24.415.01.5+7.2%