Masco Corporation (NYSE: MAS) reported third-quarter 2026 net sales of $1.966 billion, up 3% from a year earlier. Net income was $240 million, while diluted earnings per common share rose 30% to $1.17.
Operating profit increased 12% to $338 million and operating margin expanded to 17.2% from 15.8%. The company returned $322 million to shareholders through dividends and share repurchases during the quarter.
- Plumbing Products net sales increased 4%; Decorative Architectural Products sales were flat.
- Gross margin rose 240 basis points to 36.6%.
- Masco forecast 2026 GAAP earnings per share of $4.51 to $4.61.
- The board declared a quarterly dividend of $0.32 per share, payable November 23, 2026.
$MAS Hedge Fund Activity
We have seen 457 institutional investors add shares of $MAS stock to their portfolio, and 379 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 5,463,570 shares (+inf%) to their portfolio in Q2 2026, for an estimated $444,570,690
- JACOBS LEVY EQUITY MANAGEMENT, INC removed 2,341,304 shares (-99.7%) from their portfolio in Q2 2026, for an estimated $190,511,906
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 1,971,054 shares (+inf%) to their portfolio in Q2 2026, for an estimated $160,384,663
- NORDEA INVESTMENT MANAGEMENT AB removed 1,415,849 shares (-31.4%) from their portfolio in Q2 2026, for an estimated $115,207,633
- AQR CAPITAL MANAGEMENT LLC added 1,324,384 shares (+131.8%) to their portfolio in Q2 2026, for an estimated $107,765,126
- VAN ECK ASSOCIATES CORP removed 1,136,733 shares (-19.5%) from their portfolio in Q2 2026, for an estimated $92,495,964
- ARIEL INVESTMENTS, LLC added 1,111,667 shares (+212.4%) to their portfolio in Q2 2026, for an estimated $90,456,343
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.
