Masco (MAS) reported second-quarter 2026 net sales of $1.992 billion, down 3% from the prior-year quarter. Net income attributable to Masco Corporation was $318 million, and diluted earnings per share were $1.60.
The company said operating profit rose 14% to $470 million, while operating margin increased to 23.6%. Masco returned $454 million to shareholders through dividends and share repurchases and raised its 2026 adjusted earnings per share guidance to a range of $4.40 to $4.60.
- Second-quarter net sales decreased 3% to $1.992 billion.
- Reported operating profit increased 14% to $470 million.
- Diluted earnings per share were $1.60, compared with $1.28 a year earlier.
- Liquidity at quarter-end was $1.548 billion, including revolving credit facility availability.
- Masco expects 2026 earnings per share of $4.21 to $4.41 on a reported basis.
$MAS Insider Trading Activity
$MAS insiders have traded $MAS stock on the open market 5 times in the past 6 months. Of those trades, 0 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $MAS stock by insiders over the last 6 months:
- KENNETH G. COLE (VP, General Counsel and Sec.) has made 0 purchases and 2 sales selling 51,900 shares for an estimated $3,998,008.
- LISA A PAYNE has made 0 purchases and 2 sales selling 16,735 shares for an estimated $1,065,350.
- HEATH M EISMAN (VP, Controller and CAO) sold 747 shares for an estimated $53,720
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$MAS Hedge Fund Activity
We have seen 378 institutional investors add shares of $MAS stock to their portfolio, and 360 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- HARRIS ASSOCIATES L P removed 2,905,177 shares (-25.3%) from their portfolio in Q1 2026, for an estimated $175,385,535
- VAN ECK ASSOCIATES CORP added 2,467,197 shares (+73.1%) to their portfolio in Q1 2026, for an estimated $148,944,682
- HOLOCENE ADVISORS, LP removed 1,500,006 shares (-36.4%) from their portfolio in Q1 2026, for an estimated $90,555,362
- BOSTON PARTNERS removed 1,239,223 shares (-21.6%) from their portfolio in Q1 2026, for an estimated $74,811,892
- BARCLAYS PLC removed 1,097,957 shares (-67.6%) from their portfolio in Q1 2026, for an estimated $66,283,664
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 956,204 shares (+828.7%) to their portfolio in Q1 2026, for an estimated $57,726,035
- BLACKROCK, INC. removed 882,243 shares (-5.3%) from their portfolio in Q1 2026, for an estimated $53,261,009
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
