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MAS · Analysis updated Nov 10, 2026, 6:00 PM ET
Why is Masco Corporation (MAS) stock moving?
Masco reported a Q3 2026 beat on October 28: sales of $1,966 million (up 3%, or 4% excluding the Bristan divestiture and currency), adjusted operating margin of 17.9% (up 160 basis points), and adjusted EPS of $1.19 versus a $1.03 estimate. Management raised 2026 adjusted EPS guidance to $4.65-$4.75 from $4.40-$4.60, above the $4.53 consensus, and returned $322 million to shareholders. Analyst coverage followed on October 29 with price target increases from UBS ($98), Truist ($90), Oppenheimer ($90), Wells Fargo ($85), Barclays ($82), Baird ($82), Deutsche Bank ($80) and RBC ($74), with Argus adding a $95 target on November 5. Ratings remain mixed: Buy calls dominate, but Barclays, Baird, Deutsche Bank and RBC hold neutral or hold views. Price action confirms the reaction: the stock closed at 74.88 on October 27, gapped up on October 28 to a high of 81.23 but closed at 75.76, then closed at 79.87 on October 29 and reached 87.52 intraday on November 4. It has since traded between 82 and 86, closing at 84.80 on November 10, roughly 13% above the October 27 close and below the 86.49 close of November 4. Volume has eased from the earnings-week peak of 3.87M shares to 1.92M, and a Form 4 insider sale of $2.78 million by the general counsel is a minor offset. The main risks are a stock already near the middle of the analyst target range and the weak international segment, where sales fell 5% in local currency.
News behind the analysis
- Argus Research Adjusts Masco Price Target to $95 From $92Argus kept its Buy rating on Masco and raised its price target to $95 from $92.
- Argus Research Maintains Buy on Masco, Raises Price Target to $95Argus reiterated its Buy rating on Masco and lifted its price target to $95 from $92 after the quarter.
- Masco VP and General Counsel Kenneth G. Cole Sells $2.78 Million in SharesOfficer Kenneth G. Cole sold 34,470 shares of common stock, according to a recent SEC Form 4 filing.
- UBS Adjusts Masco Price Target to $98, Maintains Buy RatingUBS maintained its Buy rating and raised its price target to $98 from $94.
- Deutsche Bank Adjusts Masco Price Target to $80 From $74, Maintains Hold RatingDeutsche Bank raised its price target to $80 from $74 but kept its Hold rating.
- Barclays Maintains Equal-Weight on Masco, Raises Price Target to $82Barclays kept its Equal-Weight rating and raised its price target to $82 from $79.
- Masco Corporation Reports Third Quarter 2026 ResultsNet sales rose 3% to $1,966 million, operating margin reached 17.2%, and adjusted EPS grew 23% to $1.19; $322 million was returned to shareholders.
- Masco Corporation Raises Full-Year 2026 Earnings OutlookMasco raised its 2026 earnings and adjusted earnings guidance alongside its third-quarter report; shares rose about 4.9% on the update.
- Masco Raises FY2026 Adj EPS Guidance from $4.40-$4.60 to $4.65-$4.75 vs $4.53 EstAdjusted EPS guidance for 2026 was lifted to $4.65-$4.75, above the $4.53 consensus estimate.
- Masco Q3 Adj. EPS $1.19 Beats $1.03 Estimate, Sales $1.966B Beat $1.926B EstimateThird-quarter adjusted EPS of $1.19 beat the $1.03 estimate and sales of $1.966B beat the $1.926B estimate.
About Masco Corporation
Masco Corporation, based in Livonia, Michigan, makes branded home improvement and building products, mainly faucets and plumbing fixtures (Delta, Hansgrohe) and architectural paint (Behr). Over the past two decades it has sold off lower-margin businesses such as cabinets and windows, so today it has just two segments, with roughly $7.6 billion in 2025 sales.
How it makes money
Masco sells products through home-improvement retailers, wholesalers and plumbing distributors. Plumbing Products (faucets, showers, sinks, spas and similar, sold in the US and internationally) brings in roughly two-thirds of sales. Decorative Architectural Products, mostly Behr paint sold largely through Home Depot, plus lighting and hardware, brings in roughly one-third. Repair and remodeling demand makes up most of its sales, much more than new home construction.
What usually moves MAS
- Home repair and remodeling spending
- Existing-home sales and mortgage rates
- Sales volume through Home Depot and other big retailers
- Raw material costs (copper, resins) and tariffs
- Share buybacks and profit margins