Masco
About: Masco manufactures a variety of home improvement and building products. The company's $5-billion plumbing segment, led by the Delta and Hansgrohe brands, sells faucets, showerheads, and other related plumbing fixtures and components. The $3-billion decorative architectural segment primarily sells paints and other coatings under the Behr and Kilz brands, but it also sells builder hardware and lighting products.
Employees: 18,000
0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 10 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
160% more call options, than puts
Call options by funds: $23.4M | Put options by funds: $8.99M
27% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 75
1.8% more ownership
Funds ownership: 90.14% [Q3] → 91.95% (+1.8%) [Q4]
1% more funds holding
Funds holding: 830 [Q3] → 836 (+6) [Q4]
3% less repeat investments, than reductions
Existing positions increased: 301 | Existing positions reduced: 311
13% less capital invested
Capital invested by funds: $16.5B [Q3] → $14.4B (-$2.1B) [Q4]
75% less funds holding in top 10
Funds holding in top 10: 8 [Q3] → 2 (-6) [Q4]
Research analyst outlook
10 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$62
2%
upside
Avg. target
$69
14%
upside
High target
$80
32%
upside
10 analyst ratings
5 positive
50%
5 neutral
50%
0 negative
0%
Loop Capital Garik Shmois 36% 1-year accuracy 8 / 22 met price target | 2%upside $62 | Hold Maintained | 24 Apr 2025 |
Barclays Matthew Bouley 39% 1-year accuracy 27 / 70 met price target | 17%upside $71 | Overweight Maintained | 24 Apr 2025 |
RBC Capital Mike Dahl 51% 1-year accuracy 26 / 51 met price target | 2%upside $62 | Sector Perform Maintained | 24 Apr 2025 |
Goldman Sachs Susan Maklari 23% 1-year accuracy 6 / 26 met price target | 20%upside $73 | Buy Maintained | 24 Apr 2025 |
UBS John Lovallo 4% 1-year accuracy 1 / 28 met price target | 32%upside $80 | Buy Maintained | 24 Apr 2025 |
Financial journalist opinion
Based on 12 articles about MAS published over the past 30 days
Negative
Seeking Alpha
3 days ago
Masco Corp.: DIY Headwinds And Cost Pressure From Tariffs Make Me Cautious
Despite strong execution in PP and PRO paint, worsening consumer backdrop, DIY headwinds, and tariff costs warrant a hold rating for MAS. 1Q25 earnings showed a 6.5% revenue decline, driven by a 16% drop in the DA segment, while PP remained stable. Tariffs are adding significant cost pressures, with $400 million expected this year, partially mitigated by price increases and cost cuts.
Negative
Benzinga
6 days ago
Masco Analysts Lower Their Forecasts Following Weaker-Than-Expected Earnings
Masco Corporation MAS reported weaker-than-expected earnings for its first quarter on Wednesday.
Neutral
Seeking Alpha
1 week ago
Masco Corporation (MAS) Q1 2025 Earnings Call Transcript
Masco Corporation (NYSE:MAS ) Q1 2025 Earnings Conference Call April 23, 2025 8:00 AM ET Company Participants Robin Zondervan – Vice President-Investor Relations and FP&A Keith Allman – President and Chief Executive Officer Rick Westenberg – Vice President and Chief Financial Officer Conference Call Participants Michael Rehaut – JPMorgan Stephen Kim – Evercore ISI Sam Reid – Wells Fargo Anthony Pettinari – Citi John Lovallo – UBS Matthew Bouley – Barclays Mike Dahl – RBC Operator Good morning ladies and gentlemen. Welcome to Masco Corporation First Quarter 2025 Conference Call.
Negative
Zacks Investment Research
1 week ago
Masco Q1 Earnings & Sales Miss, Adjusted Operating Margin Falls Y/Y
MAS' first-quarter adjusted operating margin is negatively impacted by lower volume and higher marketing costs.
Neutral
Zacks Investment Research
1 week ago
Masco (MAS) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates
While the top- and bottom-line numbers for Masco (MAS) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Negative
Zacks Investment Research
1 week ago
Masco (MAS) Misses Q1 Earnings and Revenue Estimates
Masco (MAS) came out with quarterly earnings of $0.87 per share, missing the Zacks Consensus Estimate of $0.92 per share. This compares to earnings of $0.93 per share a year ago.
Neutral
Business Wire
1 week ago
Masco Corporation Reports First Quarter 2025 Results
LIVONIA, Mich.--(BUSINESS WIRE)--Masco Corporation (NYSE: MAS), one of the world's leading manufacturers of branded home improvement and building products, reported its first quarter 2025 results. 2025 First Quarter Results On a reported basis, compared to the first quarter 2024: Net sales decreased 6 percent to $1,801 million; in local currency and excluding divestitures, net sales decreased 3 percent Plumbing Products' net sales decreased 1 percent; in local currency net sales increased 1 per.
Neutral
Zacks Investment Research
1 week ago
Masco Gears Up for Q1 Earnings: What's in the Offing for the Stock?
MAS' first-quarter 2025 performance is likely to have been hurt by lower contributions from the Decorative Architectural Products segment.
Neutral
Zacks Investment Research
1 week ago
Exploring Analyst Estimates for Masco (MAS) Q1 Earnings, Beyond Revenue and EPS
Evaluate the expected performance of Masco (MAS) for the quarter ended March 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
Negative
Zacks Investment Research
2 weeks ago
Earnings Preview: Masco (MAS) Q1 Earnings Expected to Decline
Masco (MAS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
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