Masco Corporation (MAS): A Bull Case Theory
We came across a bullish thesis on Masco Corporation on CompoundingLab’s Substack. In this article, we will summarize the bulls’ thesis on MAS.
Masco Corp (MAS)
Market is closed
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Harris Associates Natixis Global Asset Management | 11,501,911 | $729,911,283 | +56% | 0.92% |
| 2. | Holocene Advisors Brandon Haley | 4,119,773 | $261,440,795 | +5% | 0.55% |
| 3. | Impax Asset Management Ian Simm | 2,710,763 | $172,025,020 | +10% | 1.08% |
| 4. | Quantinno Capital Hoon Kim | 1,012,684 | $64,264,960 | -3% | 0.13% |
| 5. | Renaissance Technologies Jim Simons | 892,000 | $56,606,320 | +179% | 0.09% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $26.85 | 10 | $268.50 | 22,484 | 2015-09-10 | Filing | |
| $26.20 | 40 | $1,048.00 | 22,474 | 2015-09-02 | Filing | |
| $20.11 | 3,000 | $60,330.00 | 10,900 | 2014-05-06 | Filing | |
| $21.31 | 1,000 | $21,307.50 | 12,624 | 2013-12-18 | Filing | |
| $21.31 | 4,000 | $85,239.60 | 11,624 | 2013-12-18 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $63.66 | 2,006 | $127,701.96 | 1,929 | 2026-03-07 | Filing | |
| $63.66 | 14,729 | $937,648.14 | 13,837 | 2026-03-07 | Filing | |
| $71.92 | 747 | $53,720.51 | 12,510 | 2026-02-26 | Filing | |
| $77.06 | 27,790 | $2,141,519.63 | 41,371 | 2026-02-12 | Filing | |
| $77.00 | 24,110 | $1,856,489.29 | 69,161 | 2026-02-12 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 828,604 | $50,022,836 | 0.78% | |
| 2. | 418,666 | $24,304,082 | 0.05% | |
| 3. | 173,492 | $10,473,712 | 0.19% | |
| 4. | 134,966 | $8,147,897 | 0.12% | |
| 5. | 55,451 | $3,347,577 | 0.02% |
News See All
Masco (MAS) Touches 52-Week High After Earnings Beat, PT Upgrade
In the fourth quarter alone, attributable net income decreased by 9.3 percent to $165 million from $182 million.
Masco Corporation (NYSE:MAS) Q4 2025 Earnings Call Transcript
Operator: Good morning, ladies and gentlemen. Welcome to Masco Corporation's Fourth Quarter and Full Year 2025 Conference Call. My name is Danny, and I will be your operator for today's call.
Wells Fargo Bullish on Masco (MAS) Ahead of Q4 2025 Results Announcement
On January 14, 2026, Masco Corporation (NYSE:MAS) saw Wells Fargo analyst Sam Reid raise the firm’s price target from $75.00 to $78.00 and reiterate an ‘Overweight’ rating.
10 Undervalued Wide Moat Stocks to Buy Right Now
As U.S. markets go further into 2026, they are witnessing a shift in the macro backdrop that is reshaping expectations across asset classes. Following a sluggish 2025, U.S.
Argus is Positive on Masco Corporation (MAS)
Masco Corporation (NYSE:MAS) is one of the best industrial stocks to buy.
14 Best Industrial Dividend Stocks to Buy According to Analysts
2025 was a tough year for the American manufacturing industry.
Masco Corporation (NYSE:MAS) Q3 2025 Earnings Call Transcript
Operator: Good morning, ladies and gentlemen. Welcome to Masco Corporation's Third Quarter 2025 Conference Call. My name is Sylvie, and I will be your conference operator for today's call.
Masco Corporation (NYSE:MAS) Q2 2025 Earnings Call Transcript
Operator: Good morning, ladies and gentlemen. Welcome to the Masco Corporation Second Quarter 2025 Conference Call. My name is Marissa, and I will be your operator for today's call.
Masco Corporation (MAS): A Bull Case Theory
We came across a bullish thesis on Masco Corporation on Pacific Northwest Edge’s Substack by David. In this article, we will summarize the bulls’ thesis on MAS.