MAS Masco Corporation

neutral track record → $66.76 +0.08 (+0.1%)
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Mkt Cap $14B P/E 17.3 fwd 14.5 52wk $56.55 - $79.19 Earnings 2026-04-22 47d ago
Insider selling: $21,591,352 sold by 21 insiders (30d)
Factor divergence: DIVERGENCE: options_sentiment bullish vs analyst_revisions bearish
Est. revisions: -0.6%
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net -1.1)

Factor Model

net -1.1 2.9 / 10
Est. Revisions
-0.0
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
-1.0
Narrative Gap
+0.0

Insiders trim shares for taxes, retain core stakes

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.

Two Masco executives executed routine tax-withholding share dispositions in late February. VP and Chief Accounting Officer Heath Eisman sold 1,126 shares around $71.89 on February 25-26, while CFO Richard Westenberg disposed of 6,565 shares at $71.86 on February 27 to cover equity award tax liabilities. Both insiders retained substantial stakes — Eisman holds 12,510 shares and Westenberg holds 40,576 shares — signaling confidence despite the sales.

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.

Evidence

17h ago Baird main MAS: Neutral → Neutral
1d ago BMO Capital main MAS: Market Perform → Market Perform
1d ago B of A Securities main MAS: Underperform → Underperform
8d ago Evercore ISI Group up MAS: In-Line → Outperform
Fundamentals & Data ▾
Masco Corporation Industrials · Building Products & Equipment
Mkt Cap
$14B
P/E
17.3 fwd 14.5
Beta
1.29
Div Yield
192.00%
52w Range
$56.55 - $79.19
Short Interest
9.0M 5.06%
Days to Cover
3.5 +5%
Technicals downtrend
from 52w Hi
0.0%
1w return
+2.9%
Insiders
selling 0B / 4S
Analysts
bullish 1 up / 0 down
EPS Estimate
$0.88 -0.6% 30d 0up / 2dn
Est. Dispersion
13% 21 analysts
Analyst Target
$78 $65 - $96
Options P/C
6.24
Insider Cluster
strong sell 0B / 8S
Fund Convergence
strong D.E. Shaw, Renaissance, Citadel
Financials
Revenue
$1.8B -2% YoY
FCF
$371M
Gross Margin
34%
Op Margin
14%
Momentum: stable
Top Holders
D.E. Shaw $306M
Renaissance $57M
Citadel $21M
Recent Filings & Data
insider trade 57
net selling · $21,591,352 sold
21 insiders · 57 transactions (30d)
Recent transactions
PARFET DONALD R · other
PAYNE LISA A · sell · $1,065,350
EISMAN HEATH M · sell · $53,721
NUDI JONATHON J · award
MARSHALL RICHARD ALLAN · award
WESTENBERG RICHARD J · award
STONE JENNIFER A · award
EISMAN HEATH M · award
COLE KENNETH G · award
COLE KENNETH G · sell · $3,998,009
COLE KENNETH G · exercise · $1,953,667
COOMBE GARY A · award
STONE JENNIFER A · award
COLE KENNETH G · other
SHAH JAI · sell · $6,304,327
SHAH JAI · exercise · $3,065,798
EISMAN HEATH M · sell · $181,401
NUDI JONATHON J · award
PAYNE LISA A · other
NUDI JONATHON J · award
FFOLKES MARIE A · award
DENARI AINE · award
PAYNE LISA A · award
PLANT JOHN C · award
REDDY SANDEEP · award
ALEXANDER MARK R · award
O HERLIHY CHRISTOPHER A · award
STEVENS CHARLES K III · award
STRABER E RENEE · sell · $225,302
ALEXANDER MARK R · sell · $1,493,359
SHAH JAI · award
ALLMAN KEITH J · sell · $1,658,768
AHMAD IMRAN · other
ALLMAN KEITH J · award
STRABER E RENEE · award
MARSHALL RICHARD ALLAN · award
AHMAD IMRAN · award
WESTENBERG RICHARD J · award
SHAH JAI · award
COLE KENNETH G · award
STEVENS CHARLES K III · sell · $254,731
STRABER E RENEE · sell · $3,394,925
STRABER E RENEE · exercise · $1,900,682
COLE KENNETH G · sell · $2,961,459
COLE KENNETH G · exercise · $478,312
PARFET DONALD R · other
PARFET DONALD R · award
ALEXANDER MARK R · award
O HERLIHY CHRISTOPHER A · award
STEVENS CHARLES K III · award
VAN ETTEN BONNIE S · award
NUDI JONATHON J · award
FFOLKES MARIE A · award
DENARI AINE · award
PAYNE LISA A · award
PLANT JOHN C · award
REDDY SANDEEP · award
analyst rating 4
Evercore ISI Group up → Outperform 9d ago
5 signals · latest 17h ago

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