Masco Gestione
Criteri Gestione verificati 2/4
Masco Il CEO è Jon Nudi, nominato in Jul2025, e ha un mandato di meno di un anno. la retribuzione annua totale è $ 7.29M, composta da 7.3% di stipendio e 92.7% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.021% delle azioni della società, per un valore di $ 3.07M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 0.3 anni e 8.5 anni.
Informazioni chiave
Jon Nudi
Amministratore delegato
US$7.3m
Compenso totale
| Percentuale dello stipendio del CEO | 7.26% |
| Mandato del CEO | less than a year |
| Proprietà del CEO | 0.02% |
| Durata media del management | less than a year |
| Durata media del Consiglio di amministrazione | 8.5yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Masco: Now Is Not The Time To Turn Bullish Yet
Apr 29
MAS: Capital Returns And Buybacks Will Support Higher Future Earnings Power
Analysts have slightly reduced their price target on Masco to $93.13 from $93.83, citing updated assumptions for discount rate, revenue growth, profit margin, and future P/E. Their outlook remains broadly in line with prior expectations.
MAS: Future Returns Will Rely On Margins And Aggressive Share Repurchases
Analysts have raised Masco's fair value estimate from $64.00 to $69.00, citing updated assumptions for revenue growth, profit margins, the discount rate, and future P/E expectations. What's in the News Masco is no longer included in the FTSE All-World Index (USD) following its removal as an index constituent (Index Constituent Drops).
MAS: Buybacks And Dividend Policy Will Support Future Upside Potential
Analysts have raised their price target on Masco to $80.32 from $74.37, reflecting updated assumptions about fair value, the discount rate, revenue, profit margins, and forward P/E expectations. What's in the News The Board of Directors declared a quarterly dividend of $0.32 per share, payable on March 9, 2026 to shareholders of record on February 20, 2026 (Key Developments).MAS: Capital Returns Will Support Higher Earnings Power And Future Repricing
Analysts have nudged their price target on Masco higher to around $94, reflecting slightly firmer expectations for revenue, profit margins, and future P/E levels. Together, these factors support a modestly more optimistic view of the company’s earnings power.MAS: Capital Returns And Higher Future P/E Will Drive Bullish Repricing
Analysts have raised their Masco price target from $86.00 to about $93.83. They cite updated fair value estimates, a slightly higher discount rate, more measured expectations for revenue growth and profit margins, and a higher assumed future P/E multiple as key factors in this revision.Masco's (NYSE:MAS) Shareholders Will Receive A Bigger Dividend Than Last Year
Feb 13
MAS: Higher Margin Outlook And Richer P/E Will Support Bullish Repricing
Analysts now frame Masco's fair value at $86.00, up from $82.34. This reflects updated assumptions for revenue growth of 6.23%, profit margin of 12.34%, a discount rate of 8.94%, and a future P/E of 19.30x.MAS: Fair Outlook Will Hinge On Margins And Ongoing Share Repurchases
Analysts have lifted their fair value estimate for Masco from US$60.00 to US$64.00, pointing to updated assumptions around revenue growth, profit margins, and a slightly lower future P/E multiple as key drivers of the new target. What's in the News Masco issued earnings guidance for the full year ending December 31, 2025, with expected earnings per share in a range of US$3.84 to US$3.89 (company guidance).MAS: Share Repurchases And Stable Earnings Outlook Will Support Balanced Future Upside
Analysts have made a small upward adjustment to their Masco fair value estimate to reflect slightly higher modeled revenue growth and a modestly higher future P/E assumption. The updated target is now framed around US$74.37 per share compared with the prior US$74.26.MAS: Share Repurchases Will Support Earnings Strength And Future Upside
Analysts have modestly raised their price target on Masco to approximately $74 from about $73, reflecting slightly lower discount rate assumptions, improved long term margin expectations, and a higher anticipated future earnings multiple despite somewhat softer projected revenue growth. What's in the News Updated share repurchase activity shows Masco bought back 1,754,423 shares between July 1 and September 30, 2025, for $123.51 million, bringing total repurchases under the October 26, 2022 authorization to 21,313,934 shares, or 9.76% of shares outstanding, for $1.46 billion (Key Developments).MAS: Share Repurchases And Stable Margins Will Support Future Upside
Analysts have nudged their price target for Masco slightly lower to approximately 73.39 dollars from about 73.67 dollars, reflecting modestly higher discount rate assumptions and a marginally lower future earnings multiple, while largely maintaining their views on revenue growth and profit margins. What's in the News Issued 2025 earnings guidance, projecting earnings per share in the range of 3.84 to 3.89 dollars.MAS: Share Buybacks and Earnings Outlook Will Support Price Upside
Analysts have modestly increased their price target for Masco, with the new estimate rising slightly from $73.67 to $73.67 per share. This adjustment is attributed to a small improvement in the company's discount rate and forward valuation expectations.MAS: Share Repurchase Completion Will Drive Stronger Financial Performance Ahead
Narrative Update on Masco: Analyst Price Target Adjustment Analysts have slightly reduced their price target for Masco, lowering it from $73.78 to $73.67. This change reflects modest shifts in projected growth rates and profit margins.MAS: Share Repurchases And Higher Margins Will Drive Smart Remodeling Demand
Analysts have adjusted their price target for Masco slightly downward from $75.33 to $73.78. This change is based on updated expectations for higher discount rates, moderately increased revenue growth and profit margins, and a reduced future price-to-earnings ratio.Masco (NYSE:MAS) Has A Pretty Healthy Balance Sheet
Oct 18
MASCO VALUATION
julio has increased shares outstanding growth rate from -0.0% to -0.0%.At US$73.45, Is It Time To Put Masco Corporation (NYSE:MAS) On Your Watch List?
Sep 10Masco Corporation Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
Aug 03What You Can Learn From Masco Corporation's (NYSE:MAS) P/E
Jul 29A Look At The Intrinsic Value Of Masco Corporation (NYSE:MAS)
May 12Masco Corp.: DIY Headwinds And Cost Pressure From Tariffs Make Me Cautious
Apr 27Masco Corporation: Shares Are Approaching A Buying Point
Mar 18Masco Corporation: Still Not Cheap Enough, Especially Given Mixed Results
Dec 10Masco: A Steady Play Is Fully Valued
Sep 23Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$837m |
| Dec 31 2025 | US$7m | US$529k | US$810m |
| Sep 30 2025 | n/a | n/a | US$827m |
| Jun 30 2025 | n/a | n/a | US$805m |
| Mar 31 2025 | n/a | n/a | US$793m |
| Dec 31 2024 | US$310k | n/a | US$822m |
| Sep 30 2024 | n/a | n/a | US$831m |
| Jun 30 2024 | n/a | n/a | US$913m |
| Mar 31 2024 | n/a | n/a | US$918m |
| Dec 31 2023 | US$258k | n/a | US$908m |
Compensazione vs Mercato: La retribuzione totale di Jon ($USD 7.29M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.54M ).
Compensazione vs guadagni: La retribuzione di Jon è aumentata di oltre il 20% nell'ultimo anno.
AMMINISTRATORE DELEGATO
Jon Nudi (55 yo)
Mr. Jonathon J. Nudi, also known as Jon, serves as Independent Director of Masco Corporation since June 01, 2023. He had been Group President of North America Retail of General Mills, Inc. since January 6,...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | less than a year | US$7.29m | 0.021% $ 3.1m | |
| VP, CFO & Treasurer | 2.6yrs | US$2.25m | 0.020% $ 2.9m | |
| VP, General Counsel & Secretary | 12.8yrs | US$1.70m | 0.025% $ 3.6m | |
| Group President of Plumbing & Wellness | no data | US$3.36m | 0.023% $ 3.3m | |
| Vice President | 2.2yrs | Nessun dato | Nessun dato | |
| Director of Corporate Communications | no data | Nessun dato | Nessun dato | |
| VP & Chief Human Resource Officer | less than a year | Nessun dato | 0.013% $ 1.8m | |
| President of Delta Faucet Company & North America Plumbing | less than a year | Nessun dato | Nessun dato | |
| VP & Chief Procurement Officer | less than a year | Nessun dato | Nessun dato | |
| VP, Chief Supply Chain Officer & Masco Operating System | less than a year | Nessun dato | Nessun dato | |
| President of Behr Paint Company | less than a year | Nessun dato | Nessun dato | |
| President of Watkins Wellness | less than a year | Nessun dato | Nessun dato |
Gestione esperta: Il team dirigenziale di MAS non è considerato esperto (durata media 0.3 anni), il che suggerisce un nuovo team.
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 2.9yrs | US$7.29m | 0.021% $ 3.1m | |
| Independent Director | 14yrs | US$310.09k | 0.024% $ 3.4m | |
| Independent Chair of Board | 19.4yrs | US$510.09k | 0.0078% $ 1.1m | |
| Independent Director | less than a year | Nessun dato | 0.00049% $ 71.0k | |
| Independent Director | 11.6yrs | US$325.09k | 0.010% $ 1.5m | |
| Independent Director | 8.3yrs | US$335.09k | 0.0076% $ 1.1m | |
| Independent Director | 13.3yrs | US$320.09k | 0.024% $ 3.5m | |
| Independent Director | 8.7yrs | US$330.09k | 0.011% $ 1.6m | |
| Independent Director | 2.9yrs | US$310.09k | 0.0039% $ 560.7k | |
| Independent Director | 3.9yrs | US$315.09k | 0.0056% $ 812.8k |
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di MAS sono considerati esperti (durata media dell'incarico 8.5 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/01 04:08 |
| Prezzo dell'azione a fine giornata | 2026/05/01 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
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| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Masco Corporation è coperta da 31 analisti. 21 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Christopher Graja | Argus Research Company |
| Timothy Wojs | Baird |
| Stephen Kim | Barclays |