MAS

AI Research

Stock up 13% YTD; 2026 EPS guided $4.10-$4.30 with operating margin expansion to 17%

Masco Corporation stock has gained ~13% year to date, driven by management's 2026 EPS outlook of $4.10-$4.30 and operating margins expected to expand to approximately 17%, up from 16.8% in 2025. CEO Jon Nudi highlighted pricing discipline, restructuring actions, and tariff mitigation as key margin drivers, with Citi raising its price target to $84 from $71 on February 12, 2026. The stock was trading around $61-$72 in March 2026, with diverse home improvement products spanning plumbing, faucets, paints, and hardware.