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State Street Corporation filed as a large shareholder of Masco Corp, reporting beneficial ownership of 10,737,096 shares of Masco common stock, representing 5.3% of the class. State Street reports 0 shares with sole voting or dispositive power, but 7,099,032 shares with shared voting power and 10,726,032 shares with shared dispositive power.
The position is held through multiple investment management subsidiaries, including various State Street Global Advisors entities in the U.S., Europe, Asia, Australia, Singapore, Japan, and Saudi Arabia. The filing indicates that no other person is known to have the right to receive dividends or sale proceeds for more than 5% of the class.
Masco Corporation reported softer revenue but stronger profitability for the quarter ended June 30, 2026. Net sales were $1,992 million, down 3% year over year, as lower North America volumes outweighed modest International growth and price increases. For the first six months, sales were $3,910 million, up 2%.
Profitability improved significantly. Gross margin expanded to 43.6% from 37.6%, and operating profit rose 14% to $470 million, helped by lower tariff costs, cost savings, higher pricing and about $95 million of IEEPA tariff refunds. Net income attributable to Masco increased to $318 million in the quarter, with diluted EPS of $1.60, up 25%.
Cash generation and capital returns were robust. Operating cash flow reached $417 million in the first half, while the company repurchased and retired approximately 7.8 million shares for $596 million and paid $129 million in dividends. Long‑term debt increased to $3,245 million after drawing a $300 million term loan used for buybacks, and total equity was a $118 million deficit at June 30, 2026. Masco also completed the divestiture of its U.K.-based Bristan Group for £49 million ($65 million), plus up to £6 million ($8 million) contingent on performance.
Masco Corporation reported second quarter 2026 results with lower sales but significantly higher profitability. Net sales decreased 3 percent to $1,992 million, while gross margin expanded to 43.6% from 37.6% and operating margin improved to 23.6% from 20.1%.
Net income attributable to Masco increased to $318 million, and diluted EPS rose 25 percent to $1.60. On an adjusted basis, EPS grew 26 percent to $1.64 and operating margin reached 24.2%. Results included an approximately $95 million net benefit from IEEPA tariff refunds.
For the first half of 2026, net cash from operating activities increased to $417 million, and total liquidity was $1,548 million, including availability under the revolving credit facility. The company returned $454 million to shareholders through dividends and share repurchases and now expects 2026 EPS of $4.21–$4.41 and adjusted EPS of $4.40–$4.60 per share.
Harris Associates filed Amendment No. 1 to a Schedule 13G/A reporting beneficial ownership of 8,596,734 shares, representing 4.2% of Masco Corporation common stock as of 03/31/2026.
The filing states Harris has sole voting power for 8,472,607 shares and sole dispositive power for 8,596,734 shares. The amendment is signed by Joseph J. Allessie on 05/15/2026.
Masco Corporation held its 2026 annual meeting and adopted several governance changes through amendments to its Certificate of Incorporation and Bylaws. Stockholders approved moving advance notice provisions for director nominations into the Bylaws, authorizing shareholders’ right to call special meetings, and limiting liability of certain officers as permitted by law.
Effective May 8, 2026, shareholders owning at least 25% of the voting power for at least one year can request that the Board call a special meeting. The Bylaws now also specify timing, procedural and information requirements for director nominations. Stockholders elected four directors, approved executive compensation in a non-binding advisory vote, and ratified PricewaterhouseCoopers LLP as independent auditors for 2026.
Amendments to limit certain officer liability and to move advance notice provisions received strong support, while a separate shareholder proposal on special meeting rights did not pass. A total of 202,913,475 common shares were outstanding and entitled to vote as of the record date.
Stevens Charles K. III reported acquisition or exercise transactions in this Form 4 filing.
Masco Corporation director Charles K. III Stevens received a grant of 2,650 shares of Common Stock on May 8, 2026. The shares were awarded at a price of $0.00 per share as compensation, not as an open‑market purchase. Following this grant, he directly holds 18,090 Masco common shares.
Masco Corporation director Sandeep Reddy received a stock grant on Common Stock as part of his compensation. On this date, he acquired 2,650 shares at no cash cost, classified as a grant, award, or other acquisition. This award increased his directly held Masco shares to 10,460, as reported in the filing.
Masco Corporation director John C. Plant received a grant of 2,650 shares of common stock. The shares were acquired on May 8, 2026 at a stated price of $0.00 per share, indicating a compensation-related award rather than a market purchase.
Following this grant, Plant directly holds 50,574 shares of Masco common stock. The filing does not report any share sales or option exercises, only this non-derivative stock award that increases his direct ownership stake.
PAYNE LISA A reported acquisition or exercise transactions in this Form 4 filing.
Masco Corp director Lisa A. Payne reported a stock award and updated holdings. On May 8, 2026, she received 2,650 shares of common stock as a grant at $0.00 per share, increasing her direct ownership to 16,487 shares.
The filing also shows 1,929 common shares held indirectly in a trust. These events reflect compensation and ownership reporting, not open‑market buying or selling.
O'HERLIHY CHRISTOPHER A reported acquisition or exercise transactions in this Form 4 filing.
MASCO CORP /DE/ director O'HERLIHY CHRISTOPHER A received an equity grant of 2,650 shares of Common Stock on May 8, 2026. The award was recorded at a price of $0.00 per share, indicating it was a compensation-related grant rather than a market purchase. Following this transaction, his directly held position increased to 51,766 shares of Masco common stock. This filing reflects routine stock-based compensation and does not report any open-market buying or selling activity.