Masco Stock: Analyst Estimates & Ratings

Company Overview - Masco Corporation (MAS) is a Michigan-based global manufacturer and distributor of branded home improvement and building products, valued at $15.9 billion by market cap [1] - The company serves residential repair/remodel and new construction markets with a portfolio of industry-leading brands across plumbing fixtures, paints/coatings, and decorative architectural hardware [1] Stock Performance - Over the past year, MAS shares have underperformed the broader market, increasing by 1.1% compared to the S&P 500 Index's 12.9% rise [2] - In 2026, MAS stock has increased by 22.2%, while the S&P 500 has seen a marginal decline year-to-date [2] Earnings Report - On February 10, Masco released its fiscal 2025 Q4 earnings, reporting net sales of $1.79 billion, a 2% decrease year-over-year, and adjusted EPS of $0.82, down 8% from the previous year [4] - Adjusted operating profit fell to $259 million, with an adjusted operating margin of 14.4% [4] - The company anticipates adjusted EPS to be in the range of $4.10 to $4.30 for the upcoming fiscal year [4] Analyst Expectations - For the current fiscal year ending in December, analysts project MAS' EPS to rise by 6.1% to $4.20 on a diluted basis [5] - The earnings surprise history is mixed, with the company beating consensus estimates in two of the last four quarters [5] - Among 22 analysts covering MAS stock, the consensus rating is a "Moderate Buy," consisting of six "Strong Buy" ratings, 15 "Holds," and one "Moderate Sell" [5] Analyst Ratings and Price Targets - Citigroup analyst Anthony Pettinari maintained a "Neutral" rating on Masco but raised the price target to $84 from $71, indicating a more positive outlook on the stock's valuation and earnings trajectory [7] - Masco currently trades above its mean price target of $74.78, with a Street-high price target of $85 suggesting an upside potential of 9.6% [7]