Masco Corporation (MAS)

Over the past six months, Masco Corp.'s stock price declined by 18.39% to $68.71 as of October 20, 2025. The company reported a 2% decrease in net sales for the second quarter of 2025, but plumbing products' net sales increased by 5%, and adjusted earnings per share grew by 8%. Masco's Board of Directors declared a quarterly dividend of $0.31 per share. Analyst ratings have been adjusted, with Zacks Research downgrading Masco to a "hold" rating, while JPMorgan and Wells Fargo raised their price targets.

The building products industry, in which Masco operates, is generally seasonal and dependent on strong economic growth. Demand for Masco's products benefits from strong housing demand. The company anticipates that global repair and remodel markets will be down low-single digits for 2025, but expects its full-year 2025 sales to be generally in line with the prior year when adjusted for divestitures and currency, as it aims to outperform the market. The fourth quarter of the year is typically quite slow for the industry.

Masco Corporation is a global manufacturer of branded home improvement and building products, operating in the Construction sector. The company is diversified across two segments: Plumbing Products, offering faucets, showerheads, and related accessories under brands like Delta and Brizo; and Decorative Architectural Products, manufacturing coatings and paints under brands such as Behr and Kilz. Masco also provides installation services for insulation and other building products.

Masco Corporation distributes its products in North America, Europe, and internationally. North America accounts for approximately 79.9% of its total revenue, while international markets contribute about 20.15%.

Masco Corporation is known for quality and innovation in the home improvement and building products industry. The company focuses on excellence and innovation, catering to the evolving demands of the sector. Masco introduced innovative products in 2024, such as water filtration products and a smart monitoring system for spas. The sale of Kichler Lighting in 2024 was expected to streamline its portfolio and drive greater shareholder value.

Masco Corporation's stock ownership includes institutional investors (56.44%), insiders (0.28%), and public companies and individual investors (43.29%). Top institutional investors include Vanguard Group, BlackRock Fund Advisors, and State Street Global Advisors.