MasterBrand
About: MasterBrand Inc operates as a residential cabinet manufacturer in North America. It offers a comprehensive portfolio of residential cabinetry products for the kitchen, bathroom, and other parts of the home. The firm sells its products throughout the United States and Canada through three primary channels: dealers, retailers and builders.
Employees: 13,000
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
2.78% more ownership
Funds ownership: 90.4% [Q4 2024] → 93.18% (+2.78%) [Q1 2025]
6% less funds holding
Funds holding: 357 [Q4 2024] → 334 (-23) [Q1 2025]
8% less capital invested
Capital invested by funds: $1.68B [Q4 2024] → $1.55B (-$127M) [Q1 2025]
10% less repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 107
30% less first-time investments, than exits
New positions opened: 37 | Existing positions closed: 53
40% less funds holding in top 10
Funds holding in top 10: 5 [Q4 2024] → 3 (-2) [Q1 2025]
89% less call options, than puts
Call options by funds: $13K | Put options by funds: $120K
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$15
49%
upside
Avg. target
$15
49%
upside
High target
$15
49%
upside
1 analyst rating
1 positive
100%
0 neutral
0%
0 negative
0%
Loop Capital Garik Shmois | 49%upside $15 | Buy Maintained | 7 May 2025 |
Financial journalist opinion
Neutral
Seeking Alpha
1 week ago
MasterBrand: Leader In Residential Cabinet Business, Trading At Deep Discount
MasterBrand has been operating for over seven decades and is currently the #1 North American residential cabinet manufacturer. The stock price has dropped over 36% in the last year as investors worry about the company's margin compression and reliance on the housing sector. Despite short-term headwinds, MasterBrand is well positioned to weather the difficult environment.
Neutral
Seeking Alpha
1 month ago
MasterBrand, Inc. (MBC) Q1 2025 Earnings Call Transcript
MasterBrand, Inc. (NYSE:MBC ) Q1 2025 Earnings Conference Call May 6, 2025 4:30 PM ET Company Participants Farand Pawlak - Vice President of Investor Relations, Treasury & Corporate Communications Dave Banyard - President & Chief Executive Officer Andi Simon - Executive Vice President & Chief Financial Officer Conference Call Participants Garik Shmois - Loop Capital Markets Adam Baumgarten - Zelman & Associates Tom Mahoney - Cleveland Research Operator Welcome to MasterBrand's First Quarter 2025 Earnings Conference Call. During the company's prepared remarks, all participants will be in a listen-only mode.
Neutral
Business Wire
1 month ago
MasterBrand Reports First Quarter 2025 Financial Results
BEACHWOOD, Ohio.--(BUSINESS WIRE)--MasterBrand, Inc. (NYSE: MBC, the “Company,” or “MasterBrand”), the largest residential cabinet manufacturer in North America, today announced first quarter 2025 financial results. “End market demand was weaker than anticipated, as a slow start to the Spring selling season negatively impacted our customers servicing the new construction and the repair and remodel markets,” said Dave Banyard, President and Chief Executive Officer. “Softer demand put pressure on.
Neutral
Business Wire
2 months ago
MasterBrand to Announce First Quarter 2025 Results on May 6
BEACHWOOD, Ohio--(BUSINESS WIRE)--MasterBrand, Inc. (NYSE: MBC, the “Company,” or “MasterBrand”), the largest residential cabinet manufacturer in North America, today announced it will release its first quarter 2025 financial results after the market close on Tuesday, May 6, 2025. The Company will hold a live conference call and webcast at 4:30 p.m. ET the same day to discuss the financial results and business outlook. Telephone access to the live call will be available at (877) 407-4019 (U.S.).
Neutral
Business Wire
2 months ago
MasterBrand Announces Additional $50 Million Share Repurchase Authorization
BEACHWOOD, Ohio--(BUSINESS WIRE)--MasterBrand, Inc. (NYSE: MBC, the “Company,” or “MasterBrand”), the largest residential cabinet manufacturer in North America, today announced that its Board of Directors has authorized a share repurchase program to buy back up to $50 million of the Company's outstanding common stock until March 13, 2028. This is in addition to the existing share repurchase authorization approved in April 2023, under which approximately $21 million remained available for repurc.
Negative
Seeking Alpha
3 months ago
MasterBrand Cabinets: Macro Uncertainty Top Of Mind
MasterBrand Cabinets posted a worse-than-expected quarter in Q4, but most of my previous thesis remains intact, structurally speaking. Sales will likely soften further throughout 2025, but between cross-selling opportunities and margin growth initiatives, they can partly offset market headwinds. The bigger valuation worry is just the macro degrading more than expected, but at today's price, I think investors can earn an attractive IRR over time.
Neutral
Seeking Alpha
3 months ago
MasterBrand, Inc. (MBC) Q4 2024 Earnings Call Transcript
MasterBrand, Inc. (NYSE:MBC ) Q4 2024 Earnings Conference Call February 18, 2025 4:30 PM ET Company Participants Farand Pawlak - Vice President of Investor Relations, Treasury and Corporate Communications Dave Banyard - President and Chief Executive Officer Andi Simon - Executive Vice President and Chief Financial Officer Conference Call Participants Adam Baumgarten - Zelman & Associates Garik Shmois - Loop Capital Markets Operator Greetings, and welcome to MasterBrand's Fourth Quarter and Full Year 2024 Earnings Conference Call. During the company's prepared remarks, all participants will be in a listen-only mode.
Neutral
Business Wire
3 months ago
MasterBrand Reports Fourth Quarter and Full Year 2024 Financial Results
BEACHWOOD, Ohio--(BUSINESS WIRE)--MasterBrand, Inc. (NYSE: MBC, the “Company,” or “MasterBrand”), the largest residential cabinet manufacturer in North America, today announced fourth quarter and full year 2024 financial results. “End market choppiness increased throughout the holiday season resulting in unanticipated volume declines which delayed the realization of previously implemented price increases and limited our ability to sufficiently flex operations in the quarter,” said Dave Banyard,.
Neutral
Business Wire
4 months ago
MasterBrand to Announce Fourth Quarter and Full Year 2024 Results on February 18
BEACHWOOD, Ohio--(BUSINESS WIRE)--MasterBrand, Inc. (NYSE: MBC, the “Company,” or “MasterBrand”), the largest residential cabinet manufacturer in North America, today announced it will release its fourth quarter and full year 2024 financial results after the market close on Tuesday, February 18, 2025. The Company will hold a live conference call and webcast at 4:30 p.m. ET the same day to discuss the financial results and business outlook. Telephone access to the live call will be available at.
Positive
Seeking Alpha
5 months ago
MasterBrand: Market Share Gains And End Market Recovery Should Drive Upside
MasterBrand's growth prospects are driven by new product launches under the "Align to Grow" initiative and synergies from the Supreme Cabinetry acquisition.
Charts implemented using Lightweight Charts™