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 7,419 funds
0
Analysts bullish %
of 8 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
8 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$62
4%
upside
Avg. target
$76
27%
upside
High target
$96
62%
upside
8 analyst ratings
4 positive
50%
4 neutral
50%
0 negative
0%
Evercore ISI Group Stephen Kim 0% 1-year accuracy 0 / 21 met price target | 20%upside $71 | In-Line Maintained | 24 Apr 2025 |
Baird Timothy Wojs 19% 1-year accuracy 7 / 36 met price target | 18%upside $70 | Outperform Maintained | 24 Apr 2025 |
Jefferies Philip Ng 7% 1-year accuracy 1 / 14 met price target | 4%upside $62 | Hold Maintained | 23 Apr 2025 |
Wells Fargo Sam Reid 29% 1-year accuracy 11 / 38 met price target | 9%upside $65 | Equal-Weight Maintained | 14 Apr 2025 |
Barclays Matthew Bouley 35% 1-year accuracy 24 / 69 met price target | 26%upside $75 | Overweight Maintained | 8 Apr 2025 |
Financial journalist opinion
Based on 10 articles about MAS published over the past 30 days
Neutral
Seeking Alpha
22 hours 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
23 hours 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
23 hours 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 day 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 day 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
2 days 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
2 days 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
1 week 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.
Positive
Zacks Investment Research
1 week ago
Masco (MAS) Soars 8.6%: Is Further Upside Left in the Stock?
Masco (MAS) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might help the stock continue moving higher in the near term.
Neutral
Benzinga
2 weeks ago
What Building Product Companies Are Better Positioned During Tariff Turbulence? BofA Securities Weighs In
BofA Securities analyst Rafe Jadrosich writes that the building product companies may encounter significant headwinds from tariffs, though the full impact remains uncertain.
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