MAS
MASCO CORP /DE/
$68.96
-0.65%
$14.6B
No data for this timeframe.
Vol
Market Cap$14.6B
Cap SizeLarge Cap
Analyst ConsensusHold (46%)
Inst. Holders12 funds
Inst. Value$2.5B
Inst. Activity2 buys / 2 sells
Insider Activity0B / 3S
Insider Net $-$2.8M
Reddit Sentiment67° Warm
SEC Reports2
Exchange NYSE·Sector Heating Equip, Except Elec & Warm Air; & Plumbing Fixtures·Inc. DE·CIK 0000062996·Prev Close $69.41
Recent Activity
Jun 9, 2026
short_volume
Short Volume: MAS — 83.2% short (0.6M / 0.7M)
Short: 614,647 | Exempt: 1,024 | TRF Vol: 738,345 | Short Ratio: 83.2% | Off-exchange volume (dark p
May 8, 2026
Insider
Coombe Gary A sold 2,650 shares
Director @ $0.00 ($0.00)
May 8, 2026
Insider
Alexander Mark R. sold 2,650 shares
Director @ $0.00 ($0.00)
May 8, 2026
Insider
Denari Aine sold 2,650 shares
Director @ $0.00 ($0.00)
Apr 22, 2026
SEC
Masco reported Q1 2026 earnings with $1.918B revenue (+6% YoY) and adjusted EPS of $1.04 (+20% YoY), beating consensus o
8-K — Impact 8/10
Apr 21, 2026
SEC
Masco Corporation announced that Jai Shah, Group President of Plumbing and Wellness, will conclude service on July 3, 20
8-K — Impact 3/10
Inst.
NORGES BANK — NEW
3,069,935 shares ($194.8M)
Inst.
RENAISSANCE TECHNOLOGIES LLC — DOUBLED
892,000 shares ($56.6M)
Price Targets
$80.67
+11.5% upside
Buy
Current $72.35
Low $67.00
Median $79.50
High $97.00
18 analysts
$67.00
$97.00
Analyst Ratings
3Strong Buy
9Buy
13Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Apr 24, 2026 | JP Morgan | MAINTAIN | Neutral → Neutral |
| Apr 24, 2026 | BMO Capital | MAINTAIN | Market Perform → Market Perform |
| Apr 23, 2026 | UBS | MAINTAIN | Buy → Buy |
| Apr 23, 2026 | RBC Capital | MAINTAIN | Sector Perform → Sector Perform |
| Apr 23, 2026 | Truist Securities | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $1.31 ▼ -0.6% | $1.15 — $1.37 | 1% YoY | 21 |
| Next Q | $1.06 | $0.99 — $1.16 | 9% YoY | 21 |
| Current FY | $4.27 | $4.16 — $4.40 | 8% YoY | 22 |
| Next FY | $4.70 | $4.37 — $5.01 | 10% YoY | 22 |
Latest Reports
BULLISH
8-K
8/10
Masco reported Q1 2026 earnings with $1.918B revenue (+6% YoY) and adjusted EPS of $1.04 (+20% YoY), beating consensus o
Apr 22, 2026
NEUTRAL
8-K
3/10
Masco Corporation announced that Jai Shah, Group President of Plumbing and Wellness, will conclude service on July 3, 20
Apr 21, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $1.8B | — |
| NORGES BANK | $194.8M | NEW |
| MORGAN STANLEY | $174.8M | — |
| BANK OF AMERICA CORP | $128.6M | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $123.6M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 8, 2026 | Coombe Gary | A | $0.00 |
| May 8, 2026 | Alexander Mark | A | $0.00 |
| May 8, 2026 | Denari Aine | A | $0.00 |
| May 8, 2026 | PAYNE LISA | A | $0.00 |
| May 8, 2026 | Ffolkes Marie | A | $0.00 |
Reddit Sentiment
67°
Warm
Bearish
Neutral
Bullish
12 institutional holders with $2.5B total value (39,858,212 shares) as of 2025-Q4. Top holders: VANGUARD, NORGES, MORGAN.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 27,823,347 | $1.8B | 69.8% | — |
| 2 | NORGES BANK | 3,069,935 | $194.8M | 7.7% | NEW |
| 3 | MORGAN STANLEY | 2,753,894 | $174.8M | 6.9% | — |
| 4 | BANK OF AMERICA CORP /DE/ | 2,027,180 | $128.6M | 5.1% | — |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,947,773 | $123.6M | 4.9% | NEW |
| 6 | RENAISSANCE TECHNOLOGIES LLC | 892,000 | $56.6M | 2.2% | DOUBLED +178.3% |
| 7 | ARIEL INVESTMENTS, LLC | 405,488 | $25.7M | 1.0% | TRIM -57.3% |
| 8 | FMR LLC | 387,917 | $24.6M | 1.0% | TRIM -27.0% |
| 9 | WELLS FARGO & COMPANY/MN | 279,284 | $17.7M | 0.7% | — |
| 10 | YACKTMAN ASSET MANAGEMENT LP | 233,847 | $14.8M | 0.6% | — |
| 11 | TWO SIGMA INVESTMENTS, LP | 34,000 | $2.2M | 0.1% | TRIM -28.6% |
| 12 | Cullen Capital Management, LLC | 3,547 | $225.1K | 0.0% | TRIM -32.8% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 3,069,935 | — | $194.8M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 320,500 | 892,000 | +178.3% | $56.6M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 47,642 | 34,000 | -28.6% | $2.2M | 2025-Q4 |
| Cullen Capital Management, LLC | TRIM | 5,277 | 3,547 | -32.8% | $225.1K | 2025-Q4 |
| UBS Group AG | TRIM | 1,168,538 | 853,598 | -27.0% | $60.1M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 494,800 | 320,500 | -35.2% | $22.6M | 2025-Q3 |
| NORGES BANK | EXIT | 1,910,972 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 1,910,972 | — | $123.0M | 2025-Q2 |
| UBS Group AG | ADD | 685,232 | 1,168,538 | +70.5% | $75.2M | 2025-Q2 |
| ARIEL INVESTMENTS, LLC | TRIM | 941,986 | 401,924 | -57.3% | $25.9M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 21,775 | 56,364 | +158.8% | $3.6M | 2025-Q2 |
| UBS Group AG | ADD | 516,510 | 685,232 | +32.7% | $47.7M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 397,300 | 584,500 | +47.1% | $40.6M | 2025-Q1 |
| CITADEL ADVISORS LLC | DOUBLED | 171,781 | 537,296 | +212.8% | $37.4M | 2025-Q1 |
| FMR LLC | TRIM | 617,053 | 450,359 | -27.0% | $31.3M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | ADD | 13,028 | 21,775 | +67.1% | $1.5M | 2025-Q1 |
| NORGES BANK | EXIT | 1,781,805 | 0 | -100.0% | $0.00 | 2025-Q1 |
| CITADEL ADVISORS LLC | ADD | 133,814 | 171,781 | +28.4% | $12.5M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 1,921,494 | — | $161.3M | 2024-Q3 |
16 unique insiders with 3 transactions. Net insider value: -$2.8M ($0.00 bought, $2.8M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 8, 2026 | Coombe Gary A | Director | A | 2,650 | $0.00 | $0.00 |
| May 8, 2026 | Alexander Mark R. | Director | A | 2,650 | $0.00 | $0.00 |
| May 8, 2026 | Denari Aine | Director | A | 2,650 | $0.00 | $0.00 |
| May 8, 2026 | PAYNE LISA A | Director | A | 2,650 | $0.00 | $0.00 |
| May 8, 2026 | Ffolkes Marie A | Director | A | 2,650 | $0.00 | $0.00 |
| May 8, 2026 | O'HERLIHY CHRISTOPHER A | Director | A | 2,650 | $0.00 | $0.00 |
| May 8, 2026 | PLANT JOHN C | Director | A | 2,650 | $0.00 | $0.00 |
| May 8, 2026 | Sandeep Reddy | Director | A | 2,650 | $0.00 | $0.00 |
| May 8, 2026 | Stevens Charles K. III | Director | A | 2,650 | $0.00 | $0.00 |
| Mar 7, 2026 | PAYNE LISA A | Director | SELL | 14,729 | $63.66 | $937.6K |
| Mar 6, 2026 | Shah Jai | Group President | F | 4,410 | $63.66 | $280.7K |
| Feb 26, 2026 | Eisman Heath M | VP, Controller and CAO | SELL | 747 | $71.92 | $53.7K |
| Feb 25, 2026 | Stone Jennifer A | VP, Chief HR Officer | F | 4,767 | $71.86 | $342.6K |
| Feb 25, 2026 | Shah Jai | Group President | F | 1,954 | $71.86 | $140.4K |
| Feb 25, 2026 | Marshall Richard Allan | VP - Masco Operating Sys. | F | 515 | $71.86 | $37.0K |
| Feb 25, 2026 | Cole Kenneth G. | VP, General Counsel and Sec. | F | 1,671 | $71.86 | $120.1K |
| Feb 25, 2026 | Westenberg Richard J. | VP, CFO & Treasurer | F | 6,565 | $71.86 | $471.8K |
| Feb 25, 2026 | Nudi Jonathon | President and CEO | F | 2,501 | $71.86 | $179.7K |
| Feb 25, 2026 | Eisman Heath M | VP, Controller and CAO | F | 379 | $71.86 | $27.2K |
| Feb 12, 2026 | Westenberg Richard J. | VP, CFO & Treasurer | A | 6,890 | $0.00 | $0.00 |
| Feb 12, 2026 | Stone Jennifer A | VP, Chief HR Officer | A | 12,750 | $0.00 | $0.00 |
| Feb 12, 2026 | Westenberg Richard J. | VP, CFO & Treasurer | A | 21,610 | $0.00 | $0.00 |
| Feb 12, 2026 | Nudi Jonathon | President and CEO | A | 22,560 | $0.00 | $0.00 |
| Feb 12, 2026 | Nudi Jonathon | President and CEO | A | 70,780 | $0.00 | $0.00 |
| Feb 12, 2026 | Shah Jai | Group President | A | 11,110 | $0.00 | $0.00 |
| Feb 12, 2026 | Shah Jai | Group President | F | 3,248 | $77.54 | $251.8K |
| Feb 12, 2026 | Shah Jai | Group President | A | 15,150 | $0.00 | $0.00 |
| Feb 12, 2026 | Cole Kenneth G. | VP, General Counsel and Sec. | M | 27,790 | $33.75 | $937.9K |
| Feb 12, 2026 | Cole Kenneth G. | VP, General Counsel and Sec. | A | 9,285 | $0.00 | $0.00 |
| Feb 12, 2026 | Cole Kenneth G. | VP, General Counsel and Sec. | F | 2,589 | $77.54 | $200.8K |
| Feb 12, 2026 | Cole Kenneth G. | VP, General Counsel and Sec. | SELL | 24,110 | $77.00 | $1.9M |
| Feb 12, 2026 | Cole Kenneth G. | VP, General Counsel and Sec. | M | 24,110 | $0.00 | $0.00 |
| Feb 12, 2026 | Cole Kenneth G. | VP, General Counsel and Sec. | A | 13,520 | $0.00 | $0.00 |
| Feb 12, 2026 | Eisman Heath M | VP, Controller and CAO | A | 1,600 | $0.00 | $0.00 |
| Feb 12, 2026 | Stone Jennifer A | VP, Chief HR Officer | A | 4,060 | $0.00 | $0.00 |
| Feb 12, 2026 | Marshall Richard Allan | VP - Masco Operating Sys. | A | 8,800 | $0.00 | $0.00 |
| Feb 12, 2026 | Marshall Richard Allan | VP - Masco Operating Sys. | F | 1,418 | $77.54 | $110.0K |
| Feb 12, 2026 | Marshall Richard Allan | VP - Masco Operating Sys. | A | 4,675 | $0.00 | $0.00 |
| Feb 11, 2026 | Coombe Gary A | Director | A | 980 | $0.00 | $0.00 |
2 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 5.5/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (46% buy). Based on 26 analysts: 3 strong buy, 9 buy, 13 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$80.67 mean target
+11.5% upside
Buy (2.33)
$67.00 Low
$97.00 High
| Metric | Value |
|---|---|
| Current Price | $72.35 |
| Target Low | $67.00 |
| Target Mean | $80.67 |
| Target Median | $79.50 |
| Target High | $97.00 |
| # Analysts | 18 |
| Recommendation | Buy (2.33) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$1.31 | $1.15 | $1.37 | 0.7% | -0.6% | 13↑ 6↓ | $2.1B | 1.7% | 21 |
| Next Q 2026-09-30 |
$1.06 | $0.99 | $1.16 | 9.1% | +0.3% | 3↑ 15↓ | $1.9B | 1.4% | 21 |
| Current FY 2026-12-31 |
$4.27 | $4.16 | $4.40 | 7.8% | +0.1% | 20↑ 0↓ | $7.8B | 2.7% | 22 |
| Next FY 2027-12-31 |
$4.70 | $4.37 | $5.01 | 10.1% | +0.0% | 16↑ 0↓ | $8.0B | 3.1% | 22 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.309 | |
| 7d ago | $1.310 | -0.000 |
| 30d ago | $1.317 | -0.008 |
| 60d ago | $1.306 | +0.004 |
| 90d ago | $1.306 | +0.004 |
12 analyst firms have rated this stock: 2 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Apr 24, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Apr 24, 2026 | BMO Capital | MAINTAIN | Market Perform | Market Perform |
| Apr 23, 2026 | UBS | MAINTAIN | Buy | Buy |
| Apr 23, 2026 | RBC Capital | MAINTAIN | Sector Perform | Sector Perform |
| Apr 23, 2026 | Truist Securities | MAINTAIN | Buy | Buy |
| Apr 23, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Apr 23, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Apr 23, 2026 | Evercore ISI Group | MAINTAIN | Outperform | Outperform |
| Apr 23, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Apr 23, 2026 | Goldman Sachs | MAINTAIN | Buy | Buy |
| Apr 23, 2026 | Baird | MAINTAIN | Neutral | Neutral |
| Apr 21, 2026 | Baird | MAINTAIN | Neutral | Neutral |
| Apr 20, 2026 | BMO Capital | MAINTAIN | Market Perform | Market Perform |
| Apr 20, 2026 | B of A Securities | MAINTAIN | Underperform | Underperform |
| Apr 13, 2026 | Evercore ISI Group | UPGRADE | In-Line | Outperform |
| Apr 8, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Apr 8, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Feb 12, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Feb 11, 2026 | RBC Capital | MAINTAIN | Sector Perform | Sector Perform |
| Feb 11, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Feb 11, 2026 | Evercore ISI Group | MAINTAIN | In-Line | In-Line |
| Jan 14, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Jan 8, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Dec 15, 2025 | Wells Fargo | UPGRADE | Equal-Weight | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 3 | 9 | 13 | 1 | 0 | 46% | |
| May 1, 2026 | 3 | 9 | 14 | 1 | 0 | 44% | |
| Apr 1, 2026 | 3 | 8 | 15 | 1 | 0 | 41% | |
| Mar 1, 2026 | 3 | 8 | 15 | 1 | 0 | 41% | |
| Feb 1, 2026 | 3 | 7 | 16 | 1 | 0 | 37% | |
| Jan 1, 2026 | 3 | 7 | 16 | 1 | 0 | 37% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
67°
Warm
Bearish
Neutral
Bullish
2 mentions
2 bullish
0 bearish
2 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Mar 27, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 27, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
Jun 9, 2026
short_volume
Short Volume: MAS — 83.2% short (0.6M / 0.7M)
Short: 614,647 | Exempt: 1,024 | TRF Vol: 738,345 | Short Ratio: 83.2% | Off-exchange volume (dark pool + OTC)
Jun 8, 2026
short_volume
Short Volume: MAS — 80.8% short (0.5M / 0.6M)
Short: 490,222 | Exempt: 0 | TRF Vol: 607,060 | Short Ratio: 80.8% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: MAS — 77.1% short (0.6M / 0.8M)
Short: 609,952 | Exempt: 4,849 | TRF Vol: 791,598 | Short Ratio: 77.1% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: MAS — 65.9% short (0.4M / 0.6M)
Short: 401,968 | Exempt: 282 | TRF Vol: 609,923 | Short Ratio: 65.9% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: MAS — 63.4% short (0.4M / 0.7M)
Short: 439,437 | Exempt: 12 | TRF Vol: 692,938 | Short Ratio: 63.4% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: MAS — 64.3% short (0.6M / 0.9M)
Short: 568,024 | Exempt: 68 | TRF Vol: 882,967 | Short Ratio: 64.3% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: MAS — 65.9% short (0.5M / 0.8M)
Short: 507,034 | Exempt: 6 | TRF Vol: 769,196 | Short Ratio: 65.9% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: MAS — 78.3% short (0.7M / 0.9M)
Short: 727,362 | Exempt: 19 | TRF Vol: 929,259 | Short Ratio: 78.3% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: MAS — 70.5% short (0.6M / 0.8M)
Short: 579,232 | Exempt: 2 | TRF Vol: 821,388 | Short Ratio: 70.5% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: MAS — 66.7% short (0.5M / 0.7M)
Short: 494,524 | Exempt: 0 | TRF Vol: 741,574 | Short Ratio: 66.7% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: MAS — 78.5% short (0.6M / 0.7M)
Short: 575,662 | Exempt: 78 | TRF Vol: 732,993 | Short Ratio: 78.5% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: MAS — 70.0% short (0.6M / 0.9M)
Short: 614,278 | Exempt: 22 | TRF Vol: 877,814 | Short Ratio: 70.0% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: MAS — 3.4M shares, 67,898 trades
Week starting 2026-05-18. Total ATS volume: 3,372,894 shares across 67,898 trades.
May 15, 2026
short_volume
Short Volume: MAS — 73.0% short (0.7M / 1.0M)
Short: 708,522 | Exempt: 750 | TRF Vol: 971,093 | Short Ratio: 73.0% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: MAS — 78.7% short (1.1M / 1.3M)
Short: 1,058,508 | Exempt: 172 | TRF Vol: 1,345,147 | Short Ratio: 78.7% | Off-exchange volume (dark pool + OTC)