Market Cap
$13.5B
MAS
MASCO CORP /DE/
$68.65 ▲ +0.54%
Prev close $68.28Market cap$13.5B
ConsensusHold
12-mo target$80.33 (+17.0%)
▲ Neutral
Analyst conviction 5/10
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)36 New Institutional Positions14 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on MAS right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Hold (46%)
Inst. Holders
50 funds
Inst. Value
$12.5B
Inst. Activity
36 buys / 14 sells
Insider Activity
$0.00 buy / $5.1M sell
Insider Net $
-$5.1M
Social Sentiment
67° Warm
SEC Reports
3
Price chart 30d -3.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Jul 29, 2026 SEC Short Volume: MAS — 67.7% short (0.4M / 0.6M)
Short: 417,556 | Exempt: 44 | TRF Vol: 616,765 | Short Ratio: 67.7% | Off-exchange volume (dark pool
Masco reported Q2 2026 adjusted EPS of $1.64, a 26% YoY increase and a 25.1% beat vs the $1.31 consensus, driven by a ~$
8-K — Impact 6/10
Jun 30, 2026 Inst.
NORDEA INVESTMENT MANAGEMENT AB — TRIM
3,086,156 shares ($249.9M)
Jun 30, 2026 Inst.
NORGES BANK — NEW
2,182,005 shares ($177.5M)
May 8, 2026 Insider
Coombe Gary A was granted 2,650 shares
Director
May 8, 2026 Insider
Alexander Mark R. was granted 2,650 shares
Director
May 8, 2026 Insider
Apr 22, 2026 SEC Denari Aine was granted 2,650 shares
Director
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
Analyst ratings buy % +24.3%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
46% rate it Buy or better · 26 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 11, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Aug 25, 2026 | DA Davidson | INITIATE | Neutral | 53% |
| Jul 31, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Jul 30, 2026 | UBS | MAINTAIN | Buy | 55% |
| Jul 30, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Jul 30, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Jul 30, 2026 | Evercore ISI Group | DOWNGRADE | In-Line | 59% |
| Jul 14, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 14, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Apr 24, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 9 | 13 | 1 | 0 | 46% | |
| Aug 1, 2026 | 3 | 9 | 12 | 1 | 0 | 48% | |
| Jul 1, 2026 | 3 | 9 | 12 | 1 | 0 | 48% | |
| 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% |
Price targets
Where 18 covering analysts think MAS trades over the next 12 months.
$80.33 +17.0% upside Buy
Current$68.65 Low$68.00 Median$79.50 High$96.00 18 analysts
$68.00$96.00
Analyst rating Buy· 2.4/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
67°
Warm
BearishNeutralBullish
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
3 SEC filing reports analyzed · 1 bullish, 0 bearish, 1 mixed, 1 neutral · avg impact 5.7/10.
MIXED8-K6/10
Masco reported Q2 2026 adjusted EPS of $1.64, a 26% YoY increase and a 25.1% beat vs the $1.31 conse
Jul 29, 2026
BULLISH8-K8/10
Masco reported Q1 2026 earnings with $1.918B revenue (+6% YoY) and adjusted EPS of $1.04 (+20% YoY),
Apr 22, 2026
NEUTRAL8-K3/10
Masco Corporation announced that Jai Shah, Group President of Plumbing and Wellness, will conclude s
Apr 21, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: MAS — 67.7% short (0.4M / 0.6M)
Short: 417,556 | Exempt: 44 | TRF Vol: 616,765 | Short Ratio: 67.7% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: MAS — 63.7% short (0.3M / 0.5M)
Short: 326,639 | Exempt: 71 | TRF Vol: 512,549 | Short Ratio: 63.7% | Off-exchange volume (dark pool + OTC)
Sep 23, 2026
short_volume
Short Volume: MAS — 56.7% short (0.4M / 0.6M)
Short: 350,495 | Exempt: 300 | TRF Vol: 618,189 | Short Ratio: 56.7% | Off-exchange volume (dark pool + OTC)
Sep 17, 2026
short_volume
Short Volume: MAS — 57.7% short (0.5M / 0.9M)
Short: 528,026 | Exempt: 0 | TRF Vol: 914,737 | Short Ratio: 57.7% | Off-exchange volume (dark pool + OTC)
Sep 16, 2026
short_volume
Short Volume: MAS — 56.5% short (0.4M / 0.8M)
Short: 431,516 | Exempt: 6 | TRF Vol: 763,301 | Short Ratio: 56.5% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.03 | $0.98–$1.12 | 6.5% | +0.0% | 1↑ 15↓ | $1.9B | 20 |
| Next Q | $0.84 | $0.79–$0.92 | 2.1% | -0.1% | 2↑ 16↓ | $1.8B | 20 |
| Current FY | $4.53 | $4.40–$4.62 | 14.4% | -0.0% | 20↑ 0↓ | $7.7B | 22 |
| Next FY | $4.66 | $4.42–$4.95 | 2.7% | -0.1% | 5↑ 12↓ | $7.9B | 22 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.033 | — |
| 7d ago | $1.033 | — |
| 30d ago | $1.033 | — |
| 60d ago | $1.065 | -0.032 |
| 90d ago | $1.060 | -0.028 |
Institutional ownership
Which big funds own MAS (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $12.5B total value (153,784,418 shares) as of 2026-Q2. Top holders: Erste, BlackRock,, VANGUARD. Net buying activity: 36 institutions added/increased vs 14 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 15,717,623 | $1.3B | 10.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 13,179,924 | $1.1B | 8.6% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 12,219,585 | $994.3M | 8.0% | — |
| STATE STREET CORP | 10,726,032 | $872.8M | 7.0% | — |
| HARRIS ASSOCIATES L P | 8,318,944 | $676.9M | 5.4% | — |
| JPMORGAN CHASE & CO | 5,463,570 | $439.8M | 3.5% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 5,350,026 | $433.6M | 3.5% | — |
| VAN ECK ASSOCIATES CORP | 4,705,750 | $382.9M | 3.1% | — |
| Boston Partners | 4,606,061 | $374.7M | 3.0% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORDEA INVESTMENT MANAGEMENT AB | TRIM | 4,502,005 | 3,086,156 | -31.4% | $249.9M |
| NORGES BANK | NEW | — | 2,182,005 | — | $177.5M |
| Quantinno Capital Management LP | ADD | 1,542,720 | 2,098,739 | +36.0% | $170.8M |
| Pictet Asset Management Holding SA | TRIM | 2,500,075 | 1,715,002 | -31.4% | $139.5M |
| ARIEL INVESTMENTS, LLC | DOUBLED | 523,429 | 1,635,096 | +212.4% | $133.0M |
| Eurizon Capital SGR S.p.A. | ADD | 810,803 | 1,613,023 | +98.9% | $131.0M |
| AMERIPRISE FINANCIAL INC | DOUBLED | 405,841 | 1,308,395 | +222.4% | $106.5M |
| FULLER & THALER ASSET MANAGEMENT, INC. | ADD | 718,683 | 1,101,981 | +53.3% | $89.7M |
| Amundi | TRIM | 2,152,818 | 937,410 | -56.5% | $76.3M |
| ROYAL BANK OF CANADA | DOUBLED | 343,685 | 692,634 | +101.5% | $56.4M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
16 insiders, 44 transactions. Net -$5.1M — $0.00 bought, $5.1M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 8, 2026 | Coombe Gary A | Director | AWARD | 2,650 | — | — |
| May 8, 2026 | Alexander Mark R. | Director | AWARD | 2,650 | — | — |
| May 8, 2026 | Denari Aine | Director | AWARD | 2,650 | — | — |
| May 8, 2026 | PAYNE LISA A | Director | AWARD | 2,650 | — | — |
| May 8, 2026 | Ffolkes Marie A | Director | AWARD | 2,650 | — | — |
| May 8, 2026 | O'HERLIHY CHRISTOPHER A | Director | AWARD | 2,650 | — | — |
| May 8, 2026 | PLANT JOHN C | Director | AWARD | 2,650 | — | — |
| May 8, 2026 | Sandeep Reddy | Director | AWARD | 2,650 | — | — |
| May 8, 2026 | Stevens Charles K. III | Director | AWARD | 2,650 | — | — |
| Mar 7, 2026 | PAYNE LISA A | Director | SELL | 14,729 | $63.66 | $937.6K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for MAS.
Shares short
8,941,527
Settlement Sep 15, 2026
Change vs prior
+8.2%
Semi-monthly cycle
Days to cover
4.1
At avg daily volume
Of shares outstanding
≈4.5%
Estimate — not % of float
All MAS filing & press-release reports (3)
- 8-K reportJul 29, 2026
- 8-K reportApr 22, 2026
- 8-K reportApr 21, 2026