Masco Corporation
At today's price, Masco Corporation (MAS) is priced for +4.6% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
Masco is a mature, high-margin home-products compounder, not a growth story. The price embeds only about 4.7% operating-income growth, which is the right lens for a steady cash generator with a 16.6% operating margin. The business is tilted to repair-and-remodel, not new construction. Roughly 84% of plumbing sales and all of paint sales go to R&R, which dampens the swings from housing starts and showed up in a Q1 2026 print of plumbing sales up 9%. The capital return is the shareholder engine.
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806 institutional managers reported holding MAS in 13F filings for the quarter ended 2026-03-31. Together they hold about 94% of the company; the top 10 hold 44%. 81 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 10.9M shares were sold short as of the 2026-06-15 count, about 5% of shares outstanding (4.8 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
MAS has cut its share count 19% over the past five years, spending $3.07B on repurchases. It pays a dividend, and has paid one every year in our records (18 and counting), raised 12 years straight; the current rate is $1.24 a share annually. Cash returned over the past three years: $708.00M in dividends and $1.80B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at MAS over the trailing three years. Absence is a fact about the company, not a signal. 21 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
MAS's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-07-28 | -0.6% | -12.7% |
| 2023-10-27 | +5.6% | +31.2% |
| 2024-02-09 | +3.1% | +1.3% |
| 2024-04-25 | -4.3% | -5.0% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
MAS's latest 8-K filings: 2026-05-14 (items 5.03, 5.07); 2026-04-22 (items 2.02, 9.01); 2026-04-21 (items 5.02); 2026-03-26 (items 1.01, 1.02, 2.03, 9.01); 2026-02-12 (items 5.02).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.