MAS Earnings
Wednesday, Apr 22 2026
EPS Estimate
$0.88
$0.80 – $0.91
Revenue Estimate
$1.8B
Current Price
$66.76
Our Position
neutralInsiders trim shares for taxes, retain core stakes
structured data
est. revisions stable
(-1.0pp / 30d)
These are textbook tax-driven equity settlements, not strategic repositioning. Insiders selling to pay taxes is routine and neutral — it reflects mandatory withholding on vested awards, not loss of conviction. The fact that both executives retained six-figure shareholdings after the sales is more telling than the dispositions themselves.
Watch: Monitor insider buying patterns or equity grant sizes in coming quarters. If insiders begin selling beyond tax-withholding requirements, or if vesting schedules shrink meaningfully, that would signal a shift in confidence — but routine tax-driven sales tell you nothing about Masco's fundamental outlook.
Data Signal Summary
1 bullish
3 bearish
Insider selling cluster
Put/call 6.2 (bearish skew)
Analysts: bullish
Price downtrend
Key Context
Analyst Consensus
bullish
Insider Activity
selling
Price Trend
downtrend
From 52w High
0.0%
P/E Ratio
17.3
Est. Revisions (30d)
-0.6% 0up/2dn
Analyst Target (mean)
$78 $65–$96 +17%
Options P/C Ratio
6.24
Est. Dispersion
13% 21 analysts
Insider Cluster
strong sell
Fund Convergence
strong D.E. Shaw, Renaissance, Citadel
Recent Activity
insider trades
57 transactions
Other
·
PARFET DONALD R (Director)
·2,802 shares
Sell
·
PAYNE LISA A (Director)
·16,735 shares
·$1,065,350
Sell
·
EISMAN HEATH M (Officer)
·747 shares
·$53,721
Award
·
NUDI JONATHON J (Chief Executive Officer)
·22,560 shares
Award
·
MARSHALL RICHARD ALLAN (Officer)
·7,475 shares
52 more
Award
·
WESTENBERG RICHARD J
·6,890 shr
Award
·
STONE JENNIFER A
·4,060 shr
Award
·
EISMAN HEATH M
·1,600 shr
Award
·
COLE KENNETH G
·13,595 shr
Sell
·
COLE KENNETH G
·51,900 shr
·$3,998,009
Exercise
·
COLE KENNETH G
·51,900 shr
·$1,953,667
Award
·
COOMBE GARY A
·980 shr
Award
·
STONE JENNIFER A
·26,140 shr
Other
·
COLE KENNETH G
·10,000 shr
Sell
·
SHAH JAI
·82,910 shr
·$6,304,327
Exercise
·
SHAH JAI
·82,910 shr
·$3,065,798
Sell
·
EISMAN HEATH M
·2,431 shr
·$181,401
Award
·
NUDI JONATHON J
·17,150 shr
Other
·
PAYNE LISA A
·10,869 shr
Award
·
NUDI JONATHON J
·470 shr
Award
·
FFOLKES MARIE A
·2,900 shr
Award
·
DENARI AINE
·2,900 shr
Award
·
PAYNE LISA A
·2,900 shr
Award
·
PLANT JOHN C
·2,900 shr
Award
·
REDDY SANDEEP
·2,900 shr
Award
·
ALEXANDER MARK R
·2,900 shr
Award
·
O HERLIHY CHRISTOPHER A
·2,900 shr
Award
·
STEVENS CHARLES K III
·2,900 shr
Sell
·
STRABER E RENEE
·3,139 shr
·$225,302
Sell
·
ALEXANDER MARK R
·20,172 shr
·$1,493,359
Award
·
SHAH JAI
·20,230 shr
Sell
·
ALLMAN KEITH J
·21,723 shr
·$1,658,768
Other
·
AHMAD IMRAN
·4,477 shr
Award
·
ALLMAN KEITH J
·29,300 shr
Award
·
STRABER E RENEE
·3,710 shr
Award
·
MARSHALL RICHARD ALLAN
·2,260 shr
Award
·
AHMAD IMRAN
·4,510 shr
Award
·
WESTENBERG RICHARD J
·6,770 shr
Award
·
SHAH JAI
·5,440 shr
Award
·
COLE KENNETH G
·4,860 shr
Sell
·
STEVENS CHARLES K III
·3,150 shr
·$254,731
Sell
·
STRABER E RENEE
·42,150 shr
·$3,394,925
Exercise
·
STRABER E RENEE
·42,150 shr
·$1,900,682
Sell
·
COLE KENNETH G
·37,814 shr
·$2,961,459
Exercise
·
COLE KENNETH G
·18,750 shr
·$478,312
Other
·
PARFET DONALD R
·1,868 shr
Award
·
PARFET DONALD R
·2,490 shr
Award
·
ALEXANDER MARK R
·2,490 shr
Award
·
O HERLIHY CHRISTOPHER A
·2,490 shr
Award
·
STEVENS CHARLES K III
·2,490 shr
Award
·
VAN ETTEN BONNIE S
·13,620 shr
Award
·
NUDI JONATHON J
·2,490 shr
Award
·
FFOLKES MARIE A
·2,490 shr
Award
·
DENARI AINE
·2,490 shr
Award
·
PAYNE LISA A
·2,490 shr
Award
·
PLANT JOHN C
·2,490 shr
Award
·
REDDY SANDEEP
·2,490 shr
analyst ratings
4 ratings
Baird
→Neutral
22h ago
BMO Capital
→Market Perform
1d ago
B of A Securities
→Underperform
1d ago
Evercore ISI Group
·up
→Outperform
8d ago
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