MAS Masco Corporation Common Stock

NYSE · Building · View on SEC EDGAR ↗
$75.92
Price · Aug 19, 2026
Fundamentals as of Jul 29, 2026

About Masco Corporation Common Stock Company overview from Wikipedia

Masco Corporation is an American manufacturer of products for the home improvement and new home construction markets. Comprising more than 20 companies, the Masco conglomerate operates nearly 60 manufacturing facilities in the United States and over 20 in other parts of the world. Since 1969 it trades on the NYSE. Under the leadership of Richard Manoogian, the company grew exponentially and subsequently joined the Fortune 500 list of largest U.S. corporations.

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Masco Corporation is an American manufacturer of products for the home improvement and new home construction markets. Comprising more than 20 companies, the Masco conglomerate operates nearly 60 manufacturing facilities in the United States and over 20 in other parts of the world. Since 1969 it trades on the NYSE. Under the leadership of Richard Manoogian, the company grew exponentially and subsequently joined the Fortune 500 list of largest U.S. corporations.

As of 2007, Masco employed approximately 32,500 employees and has approximately 6,000 shareholders. The company is currently ranked at 373 on the Fortune 500. As of December 31, 2007, Masco had a little over ten billion dollars in assets, and the company's total revenue was $11.77 billion. Total sales for the company in 2009 were 7.8 billion. In 2010, the company had worldwide sales of $7.6 billion and approximately 90 manufacturing facilities. As of August 2014, the CEO is Keith J. Allman.

History

Founding and early history

Initially organized in 1929 as Masco Screw Products Company by Alex Manoogian in Detroit, Michigan. The company went public on the Detroit Stock Exchange in 1936.

Masco Screw Products Company produced machined automotive parts for the Detroit automotive companies. The company's first contract came in 1930 with the Hudson Motor Company valued at $7,000.00. In 1935, the company's sales reached $100,000. The following year Masco became a publicly traded company traded on the Detroit Stock Exchange. In 1942, Masco's sales exceeded $1,000,000.

Masco Screw Products grew into the Masco Corporation, a large corporate holding company for numerous acquisitions. Small, family-run businesses were bought out by Masco Corporation with cash and stock in the parent corporation. Between 1997 and 2002, Richard Manoogian, who succeeded his father as chief executive, acquired 42 companies valued at a total of $10 billion.

Masco in the 1950s, 1960s and 1970s

In 1952, Manoogian began redesigning the single-handle washerless faucet. The faucet he created was one of the first single-handle hot/cold faucets; it is now known as Delta. Delta's television advertisements were a first for any faucet, and made the product a successful seller. Masco went on to capture the mass market as sales moved from plumbing wholesalers to retail stores. These steps of production and marketing of the Delta faucet began in 1954, and four years later Delta Faucet's annual sales exceeded a million dollars. This was the last year that the company would be referred to as Masco Screw Products Company.

Alex Manoogian, founder, acted as president and chief operating officer (COO) from 1929 until 1967. In 1958 his son Richard joined the company. Richard, having spent nine years with the company, succeeded his father one year after the company moved to Taylor, Michigan. Alex died on July 10, 1996, the same year that his son Richard passed on his COO role to Ray Kennedy, allowing him to assume the position of chief executive officer. In response to Kennedy's death, Alan Barry was appointed as Masco's president and COO on April 8, 2003.

In 1961, Masco Screw Products Company changed its name to Masco Corporation. In 1967, the company moved its corporate headquarters to Taylor, Michigan. For the first time, in 1969, Masco was listed on the New York Stock Exchange. In 1975, Masco first appeared on the Fortune 500, and Masco's annual sales exceeded one billion dollars for the first time in 1984. One year later, Masco began manufacturing cabinets.

Reorganizing in the 1980s and 1990s

In 1982 Masco's earnings did not grow for the first time in 26 years. The next year however, “In 1983, earnings climbed again for this maker of faucets and diverse product mix of builders’ hardware, because of increased housing starts and a strong do-it-yourself market.”

In 1985, Masco purchased the remaining outstanding stock of Flint & Walling, Inc (after purchasing 30% in 1971 and controlling interest in 1978).

In 1986, Masco started a home furnishings division by buying Henredon for $298 million and Drexel Heritage for $356 million. Other companies added to the division were Lexington Home Brands, Hickorycraft, Marge Carson, La Barge and Marbro in 1987, and fabric company Robert Allen/Ametex in 1988. In 1989, Universal Furniture, BenchCraft and Cal-Style were added in a $480 million deal, as well as Sunbury Textiles. The division added Berkline in 1994 and sold Marge Carson and Cal-Style in 1995.

Masco reorganized its numerous companies; in 1988, the specialty products divisions of Masco Industries and Masco Corporation combined to form TriMas Corporation. Three years after this merger, TriMas was listed on the New York Stock Exchange (NYSE). The remainder of Masco Industries became Masco Tech Inc. and in 1993 was listed on the NYSE. At that point in time three different Masco Companies existed: Masco Corp., Masco Tech., and TriMas Corp.

Two years later, Masco entered the services business. TriMas and Masco Tech merged to form one company offering a wide array of products. Masco announced a 2 for 1 stock split, which was the ninth time the company had split its shares since 1960 and was the 40th year in a row that its dividends were increased. This merger left two companies, Masco Tech. and Masco Corp.

In 1996, Masco sold most of its Home Furnishings Division to investors for $1.1 billion, creating a new company called LifeStyle Furnishings International.

In 1999, Masco involved itself in the architectural coatings business by purchasing Behr, and the company's annual sales topped five billion dollars for the first time.

1999–2019

In 1999, Masco Corp acquired Arrow Fastener Co., Inc., a hand tool company expanding its business in the hardware category.

In 2000, Heartland Industrial Partners, a private equity firm, purchased Masco Tech and changed its name to Metaldyne. Metaldyne is headquartered in Plymouth, Michigan. Masco also divested Flint & Walling, Inc in 2000 to Zoeller Company.

In 2001, Masco Corp., or simply Masco, entered the windows business and had operating profits beyond a billion dollars. Late in the year, Masco announced it would write down the value of its stake in LifeStyle Furnishings International by $460 million, since its equity share was only 15 percent, with the rest being debt. LifeStyle, the third largest furniture maker in the United States with $2 billion in sales, had sold Universal Furniture to Lacquer Craft. Then Masco announced Furniture Brands International would buy Drexel Heritage, Henredon and Maitland-Smith for $275 million, with management of Berkline, BenchCraft and Sunbury taking over those companies. LifeStyle continued to own Lexington, Robert Allen/Ametex and the Beacon Hill showrooms.

In 2003, Masco's annual sales topped ten billion dollars and Masco increased its quarterly dividend for the 47th consecutive year. This ranked them in the top ten publicly owned companies achieving increased annual consecutive dividends.

Throughout his time with the company, Richard Manoogian achieved a net worth of approximately $750 million. He was ranked as high as number five on the Forbes 400 list of richest manufacturers. The Manoogian family is no longer involved in the management of the company.

In 2015, the company announced it would relocate its headquarters from its facility in Taylor, Michigan to Livonia due to downsizing after spinning-off some divisions. Company president Keith Allman opened the new site on July 31, 2017.

In December 2017, Masco acquired Mercury Plastics of Middlefield, Ohio for an undisclosed amount and in January 2018, it acquired Kichler Lighting of Independence, Ohio for $550 million.

Masco sold its cabinetry and windows businesses between 2019 and 2020. The UK Window Group, based in Wales, went to Boxwood Capital Limited in September 2019. Milgard Windows and Doors, a Tacoma, Washington-based window and patio door manufacturer that Masco had owned since 2001, followed in November, purchased by MI Windows and Doors LLC for approximately $725 million. The cabinetry division (KraftMaid, Merillat, QualityCabinets and Cardell) was sold to ACProducts, Inc. in February 2020 for $1.0 billion. ACProducts and Masco Cabinetry then merged to form Cabinetworks Group.

2020–present

Masco acquired Steamist Co., Inc., a steam bath manufacturer in East Rutherford, New Jersey, in July 2021. The business was placed under Masco's Delta brand. Two years later, Masco acquired Sauna360 Group Oy, a Finnish sauna manufacturer, for approximately €124 million. The deal brought the Tylö, Helo, Kastor, Finnleo and Amerec brands under Masco's Watkins Wellness subsidiary.

Masco sold Kichler Lighting, a decorative lighting and ceiling fan company in Solon, Ohio, to Kingswood Capital Management in September 2024 for approximately $125 million. Masco had paid $550 million for the business in 2018.Kingswood merged Kichler with its Progress Lighting business.

CEO Keith Allman announced his retirement in March 2025 after 27 years at the company. The board appointed Jonathon Nudi, a former General Mills executive who had joined Masco's board in 2023, to succeed him effective July 7, 2025.

Masco segments and businesses

Plumbing products

Axor

BrassCraft Manufacturing Company

Brasstech, Inc.

Newport Brass

Ginger

Bristan

Delta Faucet Company

Peerless (economy)

Delta Faucet (mainstream)

Brizo (luxury)

Kraus (sinks)

Hansgrohe SE

Heritage Bathrooms

Hüppe

Masco Canada Ltd.

Mirolin Industries Corporation

Watkins Manufacturing Company

Hot Spring Spas

Caldera Spas

Endless Pools

Decorative architectural products

Behr Paint Company

KILZ

Liberty Hardware

Kichler Lighting

Other specialty products

Duraflex

Milgard Windows & Doors – SOLD to MI Windows and Doors 2019

VaporTech

American Dryer (1952-1985)

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

MAS Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$75.92
Market Cap
$15.51B
P/E (TTM)
19.7
EPS (TTM)
$3.86
Revenue (TTM)
$7.56B
Div Yield
1.7%
ROE
-349.1%
Debt/Equity
-15.9
52W Range
$58 – $84

MAS Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income $7.56B
10-point trend, +2.7%
2016-12-31 2025-12-31
EPS $3.86
10-point trend, +160.8%
2016-12-31 2025-12-31
Free Cash Flow $866M
10-point trend, +58.6%
2016-12-31 2025-12-31
Margins 10.7%
10-point trend, +6.1%
2016-12-31 2025-12-31

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
MAS
Peer Median
P/E (TTM)
5-point trend, -62.1%
19.7
21.8
P/S (TTM)
5-point trend, -15.2%
2.1
2.9
P/B
5-point trend, +25.9%
-83.8
4.9
EV / EBITDA
5-point trend, -10.3%
12.8
Price / FCF
5-point trend, -29.1%
17.9

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
MAS
Peer Median
Gross Margin
5-point trend, +3.6%
35.4%
35.5%
Operating Margin
5-point trend, -1.7%
16.5%
Net Profit Margin
5-point trend, +118.6%
10.7%
14.2%
ROA
5-point trend, +119.7%
15.9%
11.8%
ROE
5-point trend, -106.8%
-349.1%
21.8%
ROIC
5-point trend, -2.7%
34.2%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
MAS
Peer Median
Debt / Equity
5-point trend, +3.6%
-15.9
Current Ratio
5-point trend, +2.3%
1.8
2.0
Quick Ratio
5-point trend, -1.5%
1.1

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
MAS
Peer Median
Revenue YoY
5-point trend, -9.7%
-3.4%
Revenue CAGR 3Y
5-point trend, -9.7%
-4.5%
Revenue CAGR 5Y
5-point trend, -9.7%
1.0%
EPS YoY
5-point trend, +138.3%
2.7%
Net Income YoY
5-point trend, +97.6%
-1.5%

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
MAS
Peer Median
EPS (Diluted)
5-point trend, +138.3%
$3.86

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
MAS
Peer Median
Payout Ratio
5-point trend, -37.4%
32.2%

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
1.7%
Payout Ratio
32.2%
5Y Div CAGR
Ex-dateAmount
May 22, 2026$0.3200
Feb. 20, 2026$0.3200
Nov. 7, 2025$0.3100
Aug. 8, 2025$0.3100
May 23, 2025$0.3100
Feb. 21, 2025$0.3100
Nov. 8, 2024$0.2900
Aug. 2, 2024$0.2900
May 23, 2024$0.2900
Feb. 21, 2024$0.2900
Nov. 9, 2023$0.2850
Aug. 10, 2023$0.2850
May 25, 2023$0.2850
Feb. 22, 2023$0.2850
Nov. 9, 2022$0.2800
Aug. 11, 2022$0.2800
May 26, 2022$0.2800
Feb. 24, 2022$0.2800
Nov. 10, 2021$0.2350
Aug. 12, 2021$0.2350

MAS Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

BUY 25 analysts
  • Strong Buy 3 12.0%
  • Buy 9 36.0%
  • Hold 12 48.0%
  • Sell 1 4.0%
  • Strong Sell 0 0.0%

12-Month Price Target

17 analysts · 2026-08-15
Median target $79.00 +4.1%
Mean target $80.65 +6.2%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
0.09%
Period EPS Actual EPS Est Surprise
June 30, 2026 $1.64 $1.33 0.31%
March 31, 2026 $1.04 $0.88 0.16%
Dec. 31, 2025 $0.82 $0.80 0.02%
Sept. 30, 2025 $0.97 $1.04 -0.07%
June 30, 2025 $1.30 $1.10 0.20%
March 31, 2025 $0.87 $0.93 -0.06%

Peer comparison (GICS sub-industry) Key metrics vs sector peers

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
MAS $12.96B 16.4 -3.4% 10.7% -349.1% 35.4%
CARR $44.18B 30.7 -3.3% 6.8% 10.2%
CSL $13.11B 18.7 0.33% 14.8% 37.8%
LII 21.3 -2.7% 15.5% 78.1% 33.4%
MAIR
OC $8.98B -18.0 2.6% -5.2% -11.7% 28.1%
WMS $9.96B 25.2 5.0% 14.0% 25.2% 38.3%
MOD 95.9 23.1% 3.8% 11.6% 23.0%
AOS 17.4 0.32% 14.3% 29.2% 38.8%
ZWS $7.76B 40.4 8.3% 11.7% 12.5% 45.1%
SSD $6.66B 19.6 4.5% 14.8% 17.4% 45.9%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Income Statement 15
Annual Income Statement data for MAS
Metric Trend 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +7.9% $7.56B $7.83B $7.97B $8.68B $8.38B $7.19B $6.71B $6.65B $6.01B $7.36B $7.14B $7.01B
Cost of Revenue 12-point trend, -1.3% $4.88B $5.00B $5.13B $5.97B $5.51B $4.60B $4.34B $4.33B $3.79B $4.90B $4.89B $4.95B
Gross Profit 12-point trend, +30.0% $2.68B $2.83B $2.84B $2.71B $2.86B $2.59B $2.37B $2.33B $2.22B $2.46B $2.25B $2.06B
SG&A Expense 12-point trend, +5.9% $1.43B $1.47B $1.47B $1.39B $1.41B $1.29B $1.27B $1.25B $1.19B $1.38B $1.34B $1.35B
Operating Income 12-point trend, +73.1% $1.25B $1.36B $1.35B $1.30B $1.41B $1.29B $1.09B $1.08B $1.03B $1.09B $914M $721M
Interest Expense 10-point trend, -52.9% · · $106M $108M $278M $144M $159M $156M $279M $229M $225M $225M
Other Non-op 12-point trend, -209.1% $-12M $-103M $-4M $4M $-439M $-20M $-15M $-14M $-32M $-26M $0 $11M
Pretax Income 12-point trend, +123.9% $1.14B $1.16B $1.24B $1.19B $688M $1.13B $914M $907M $718M $832M $689M $507M
Income Tax 12-point trend, +176.7% $277M $287M $278M $288M $210M $269M $230M $221M $245M $296M $293M $-361M
Net Income 12-point trend, -5.4% $810M $822M $908M $844M $410M $1.22B $935M $734M $533M $493M $355M $856M
EPS (Basic) 12-point trend, +61.3% $3.87 $3.77 $4.03 $3.65 $1.63 $4.60 $3.24 $2.38 $1.68 $1.49 $1.03 $2.40
EPS (Diluted) 12-point trend, +62.2% $3.86 $3.76 $4.02 $3.63 $1.62 $4.59 $3.22 $2.37 $1.66 $1.48 $1.02 $2.38
Shares (Basic) 12-point trend, -40.1% 209,000,000 218,000,000 225,000,000 231,000,000 249,000,000 264,000,000 287,000,000 305,000,000 314,000,000 326,000,000 338,000,000 349,000,000
Shares (Diluted) 12-point trend, -40.3% 210,000,000 219,000,000 226,000,000 232,000,000 251,000,000 264,000,000 288,000,000 307,000,000 318,000,000 330,000,000 341,000,000 352,000,000
EBITDA 12-point trend, +46.2% $1.40B $1.51B $1.50B $1.44B $1.56B $1.43B $1.25B $1.37B $1.30B $1.19B $1.05B $955M
Balance Sheet 30
Annual Balance Sheet data for MAS
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, -53.1% $647M $634M $634M $452M $926M $1.33B $697M $552M $1.19B $990M $1.47B $1.38B
Short-term Investments 5-point trend, -100.0% · · · · · · · $0 $108M $201M $248M $306M
Receivables 12-point trend, +25.4% $1.03B $1.03B $1.09B $1.15B $1.17B $1.14B $997M $990M $1.07B $917M $853M $820M
Inventory 12-point trend, +46.9% $1.05B $938M $1.02B $1.24B $1.22B $876M $754M $798M $784M $712M $687M $712M
Prepaid Expense 12-point trend, +75.0% $119M $123M $110M $109M $109M $149M $90M $84M $111M $114M $72M $68M
Current Assets 12-point trend, -21.5% $2.84B $2.73B $2.86B $2.95B $3.42B $3.49B $2.71B $2.77B $3.26B $2.93B $3.33B $3.62B
PP&E (Net) 10-point trend, +7.2% · · $1.12B $975M $896M $908M $878M $885M $1.13B $1.06B $1.03B $1.05B
PP&E (Gross) 10-point trend, -8.9% · · $2.39B $2.17B $2.04B $2.02B $1.90B $1.84B $2.67B $2.62B $2.57B $2.63B
Accum. Depreciation 10-point trend, -19.5% · · $1.27B $1.19B $1.14B $1.11B $1.02B $957M $1.54B $1.56B $1.55B $1.58B
Goodwill 12-point trend, -25.8% $623M $597M $604M $537M $568M $563M $509M $511M $453M $832M $839M $840M
Intangibles 12-point trend, +44.4% $205M $220M $377M $350M $388M $357M $259M $288M $187M $154M $160M $142M
Other Non-current Assets 12-point trend, -74.9% $105M $123M $139M $113M $114M $294M $139M $90M $114M $157M $310M $419M
Total Assets 12-point trend, -27.8% $5.20B $5.02B $5.36B $5.19B $5.58B $5.78B $5.03B $5.39B $5.53B $5.16B $5.66B $7.21B
Accounts Payable 12-point trend, +12.3% $810M $789M $840M $877M $1.04B $893M $697M $736M $824M $800M $749M $721M
Accrued Liabilities 12-point trend, +11.1% $761M $767M $852M $807M $884M $1.04B $700M $645M $727M $658M $650M $685M
Short-term Debt 12-point trend, -99.6% $2M $3M $3M $205M $10M $3M $2M $8M $116M $2M $1.00B $505M
Current Liabilities 12-point trend, -28.9% $1.57B $1.56B $1.70B $1.89B $1.94B $1.93B $1.55B $1.68B $1.67B $1.46B $2.40B $2.21B
Capital Leases 7-point trend, +36.4% $221M $223M $258M $255M $172M $149M $162M · · · · ·
Deferred Tax · · · · · · · · · · · $106M
Other Non-current Liabilities 12-point trend, -50.4% $387M $342M $349M $339M $437M $481M $589M $549M $715M $785M $800M $781M
Total Liabilities 12-point trend, -15.7% $5.12B $5.07B $5.25B $5.43B $5.50B $5.36B $5.08B $5.32B $5.35B $5.24B $5.61B $6.08B
Long-term Debt 12-point trend, -13.9% $2.95B $2.95B $2.95B $3.15B $2.96B $2.79B $2.77B $2.98B $3.08B $3.00B $3.41B $3.42B
Total Debt 12-point trend, -13.9% $2.95B $2.95B $2.95B $3.15B $2.96B $2.79B $2.77B $2.98B $3.08B $3.00B $3.42B $3.42B
Common Stock 12-point trend, -40.9% $204M $212M $221M $225M $241M $258M $276M $294M $310M $318M $330M $345M
Paid-in Capital 11-point trend, +0.00 $0 $0 $0 $16M $0 $0 $0 $0 $0 $0 $0 ·
Retained Earnings 12-point trend, -199.7% $-688M $-693M $-596M $-947M $-652M $79M $-332M $-278M $-298M $-381M $-300M $690M
AOCI 12-point trend, +368.5% $298M $201M $249M $226M $232M $-142M $-179M $-127M $-65M $-235M $-165M $-111M
Stockholders' Equity 12-point trend, -120.0% $-185M $-279M $-126M $-480M $-179M $195M $-235M $-111M $-53M $-298M $-135M $924M
Liabilities + Equity 12-point trend, -27.8% $5.20B $5.02B $5.36B $5.19B $5.58B $5.78B $5.03B $5.39B $5.53B $5.14B $5.66B $7.21B
Shares Outstanding 12-point trend, -40.8% 204,300,000 212,500,000 220,600,000 225,300,000 241,200,000 258,200,000 275,600,000 293,900,000 310,400,000 318,000,000 330,500,000 345,000,000
Cash Flow 18
Annual Cash Flow data for MAS
Metric Trend 202520242023202220212020201920182017201620152014
D&A 12-point trend, -11.4% $148M $150M $149M $145M $151M $133M $159M $156M $127M $134M $133M $167M
Stock-based Comp 12-point trend, -36.2% $30M $39M $31M $49M $61M $45M $35M $27M $38M $29M $41M $47M
Amort. of Intangibles 12-point trend, +400.0% $20M $29M $31M $29M $31M $24M $23M $20M $4M $4M $6M $4M
Other Non-cash 12-point trend, +107.3% $34M $64M $325M $-198M $308M $-449M $-296M $115M $53M $72M $170M $-468M
Operating Cash Flow 12-point trend, +69.8% $1.02B $1.07B $1.41B $840M $930M $953M $833M $1.03B $751M $789M $810M $602M
CapEx 12-point trend, +21.9% $156M $168M $243M $224M $128M $114M $162M $219M $173M $180M $158M $128M
Investing Cash Flow 12-point trend, -44.0% $-144M $-50M $-383M $-230M $-12M $531M $582M $-651M $-25M $-124M $-189M $-100M
Debt Issued Flat — no change across 2 periods · · · · · · · · · · $4M $4M
Net Debt Issued 9-point trend, -400.0% · · · $-10M $-3M $-2M $-8M $-1M $-5M $-4M $0 $-2M
Stock Issued 5-point trend, -100.0% · · · · · · · $0 $0 $1M $2M $1M
Stock Repurchased 12-point trend, +261.4% $571M $751M $353M $914M $1.03B $727M $896M $654M $331M $459M $456M $158M
Net Stock Activity 12-point trend, -263.7% $-571M $-751M $-353M $-914M $-1.03B $-727M $-896M $-654M $-331M $-458M $-454M $-157M
Dividends Paid 12-point trend, +123.1% $261M $254M $257M $258M $211M $145M $144M $134M $129M $128M $126M $117M
Financing Cash Flow 12-point trend, -199.0% $-888M $-1.02B $-854M $-1.07B $-1.30B $-886M $-1.29B $-1.02B $-577M $-1.11B $-521M $-297M
Net Change in Cash 12-point trend, -91.2% $14M $-1M $182M $-474M $-400M $629M $138M $-635M $204M $-478M $85M $160M
Taxes Paid 3-point trend, -28.0% $236M $260M $328M · · · · · · · · ·
Free Cash Flow 12-point trend, +82.7% $866M $907M $1.17B $616M $802M $839M $671M $813M $578M $546M $541M $474M
Levered FCF 10-point trend, +816.5% · · $1.09B $534M $609M $729M $552M $696M $396M $399M $412M $119M
Profitability 8
Annual Profitability data for MAS
Metric Trend 202520242023202220212020201920182017201620152014
Gross Margin 12-point trend, +26.5% 35.4% 36.2% 35.6% 31.3% 34.2% 36.0% 35.4% 32.2% 34.2% 33.4% 31.6% 28.0%
Operating Margin 12-point trend, +78.4% 16.5% 17.4% 16.9% 14.9% 16.8% 18.0% 16.2% 14.5% 15.3% 14.3% 12.8% 9.2%
Net Margin 12-point trend, +6.6% 10.7% 10.5% 11.4% 9.7% 4.9% 17.0% 13.9% 8.8% 7.0% 6.7% 5.0% 10.1%
Pretax Margin 12-point trend, +122.4% 15.0% 14.8% 15.5% 13.7% 8.2% 15.7% 13.6% 12.5% 11.6% 11.3% 9.7% 6.8%
EBITDA Margin 12-point trend, +64.7% 18.5% 19.3% 18.8% 16.6% 18.6% 19.9% 18.6% 16.4% 17.0% 16.1% 14.7% 11.2%
ROA 12-point trend, +30.2% 15.9% 15.8% 17.2% 15.7% 7.2% 22.7% 17.9% 13.4% 10.0% 9.1% 5.5% 12.2%
ROE 12-point trend, -402.4% -349.1% -405.9% -299.7% -256.2% 5125.0% -6120.0% -540.5% -895.1% -297.8% -226.8% 90.0% 115.4%
ROIC 12-point trend, +19.4% 34.2% 38.4% 37.0% 36.8% 35.1% 33.0% 32.1% 31.8% 25.3% 25.1% 16.0% 28.6%
Liquidity & Solvency 5
Annual Liquidity & Solvency data for MAS
Metric Trend 202520242023202220212020201920182017201620152014
Current Ratio 12-point trend, +3.3% 1.8 1.8 1.7 1.6 1.8 1.8 1.8 1.6 2.0 2.0 1.3 1.7
Quick Ratio 12-point trend, -13.7% 1.1 1.1 1.0 0.8 1.1 1.3 1.1 1.0 1.4 1.4 1.0 1.2
Debt / Equity 12-point trend, -529.9% -15.9 -10.6 -23.4 -6.6 -16.5 14.3 -11.8 -26.8 -51.4 -10.1 -25.4 3.7
LT Debt / Equity 12-point trend, -603.9% -15.9 -10.6 -23.4 -6.1 -16.5 14.3 -11.8 -26.8 -49.5 -10.1 -17.9 3.2
Interest Coverage 10-point trend, +263.1% · · 12.7 12.0 5.1 9.0 6.8 7.8 4.2 4.6 4.1 3.5
Efficiency 3
Annual Efficiency data for MAS
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, +22.1% 1.5 1.5 1.5 1.6 1.5 1.3 1.3 1.5 1.4 1.4 1.1 1.2
Inventory Turnover 12-point trend, -36.4% 4.9 5.1 4.5 4.9 5.3 5.6 5.6 6.6 6.7 7.0 7.0 7.7
Receivables Turnover 12-point trend, -12.1% 7.3 7.4 7.1 7.5 7.3 6.7 6.8 7.5 7.9 8.3 8.5 8.3
Per Share 7
Annual Per Share data for MAS
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, -133.8% $-0.91 $-1.31 $-0.57 $-2.13 $-0.74 $0.76 $-0.85 $-0.38 $-0.19 $-0.94 $-0.41 $2.68
Revenue / Share 12-point trend, +48.8% $36.01 $35.74 $35.25 $37.41 $33.37 $27.23 $23.29 $27.23 $24.04 $22.29 $20.94 $24.21
Cash Flow / Share 12-point trend, +184.6% $4.87 $4.91 $6.25 $3.62 $3.71 $3.61 $2.89 $3.36 $2.36 $2.20 $2.05 $1.71
Cash / Share 12-point trend, -21.0% $3.17 $2.98 $2.87 $2.01 $3.84 $5.14 $2.53 $1.90 $3.85 $3.11 $4.44 $4.01
Dividend / Share 12-point trend, +259.4% $1 $1 $1 $1 $1 $1 $1 $0 $0 $0 $0 $0
Dividend Paid / Share 12-point trend, +275.8% $1 $1 $1 $1 $1 $1 $0 $0 $0 $0 $0 $0
EPS (TTM) 12-point trend, +62.2% $3.86 $3.76 $4.02 $3.63 $1.62 $4.59 $3.22 $2.37 $1.66 $1.48 $1.02 $2.38
Growth Rates 10
Annual Growth Rates data for MAS
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -120.6% -3.4% -1.7% -8.2% 3.6% 16.5% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -228.7% -4.5% -2.2% 3.5% · · · · · · · · ·
Revenue CAGR 5Y 1.0% · · · · · · · · · · ·
EPS YoY 5-point trend, +104.1% 2.7% -6.5% 10.7% 124.1% -64.7% · · · · · · ·
EPS CAGR 3Y 3-point trend, +147.9% 2.1% 32.4% -4.3% · · · · · · · · ·
EPS CAGR 5Y -3.4% · · · · · · · · · · ·
Net Income YoY 5-point trend, +97.8% -1.5% -9.5% 7.6% 105.8% -66.5% · · · · · · ·
Net Income CAGR 3Y 3-point trend, +85.7% -1.4% 26.1% -9.5% · · · · · · · · ·
Net Income CAGR 5Y -7.9% · · · · · · · · · · ·
Dividend CAGR 5Y 12.5% · · · · · · · · · · ·
Valuation (TTM) 16
Annual Valuation (TTM) data for MAS
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +7.9% $7.56B $7.83B $7.97B $8.68B $8.38B $7.19B $6.71B $6.65B $6.01B $7.36B $7.14B $7.01B
Net Income TTM 12-point trend, -5.4% $810M $822M $908M $844M $410M $1.22B $935M $734M $533M $493M $355M $856M
Market Cap 12-point trend, +69.7% $12.96B $15.42B $14.78B $10.51B $16.94B $14.18B $13.23B $8.59B $13.64B $10.06B $9.35B $7.64B
Enterprise Value 12-point trend, +62.8% $15.26B $17.74B $17.09B $13.21B $18.97B $15.65B $15.30B $11.01B $15.42B $11.86B $11.06B $9.37B
P/E 12-point trend, +76.7% 16.4 19.3 16.7 12.9 43.3 12.0 14.9 12.3 26.5 21.4 27.7 9.3
P/S 12-point trend, +57.2% 1.7 2.0 1.9 1.2 2.0 2.0 2.0 1.3 2.3 1.4 1.3 1.1
P/B 12-point trend, -947.6% -70.1 -55.3 -117.3 -21.9 -94.6 72.7 -56.3 -77.4 -227.3 -33.7 -69.3 8.3
P / Cash Flow 12-point trend, -0.0% 12.7 14.3 10.5 12.5 18.2 14.9 15.9 8.3 18.2 13.9 13.4 12.7
P / FCF 12-point trend, -7.1% 15.0 17.0 12.6 17.1 21.1 16.9 19.7 10.6 23.6 18.4 17.3 16.1
EV / EBITDA 12-point trend, +11.4% 10.9 11.7 11.4 9.2 12.2 11.0 12.3 8.1 11.9 10.0 10.6 9.8
EV / FCF 12-point trend, -10.9% 17.6 19.6 14.6 21.5 23.7 18.7 22.8 13.5 26.7 21.7 20.4 19.8
EV / Revenue 12-point trend, +50.9% 2.0 2.3 2.1 1.5 2.3 2.2 2.3 1.7 2.6 1.6 1.5 1.3
Dividend Yield 12-point trend, +31.4% 2.0% 1.7% 1.7% 2.5% 1.2% 1.0% 1.1% 1.6% 0.95% 1.3% 1.4% 1.5%
Earnings Yield 12-point trend, -43.4% 6.1% 5.2% 6.0% 7.8% 2.3% 8.4% 6.7% 8.1% 3.8% 4.7% 3.6% 10.8%
Payout Ratio 12-point trend, +135.7% 32.2% 30.9% 28.3% 30.6% 51.5% 11.8% 15.4% 18.3% 24.2% 26.1% 35.5% 13.7%
Annual Payout 12-point trend, +123.1% $261M $254M $257M $258M $211M $145M $144M $134M $129M $128M $126M $117M

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Income Statement
2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $7.56B$7.83B$7.97B$8.68B$8.38B
Gross Margin % 35.4%36.2%35.6%31.3%34.2%
Operating Margin % 16.5%17.4%16.9%14.9%16.8%
Net Income $810M$822M$908M$844M$410M
Diluted EPS $3.86$3.76$4.02$3.63$1.62
Balance Sheet
2025-12-312024-12-312023-12-312022-12-312021-12-31
Debt / Equity -15.9-10.6-23.4-6.6-16.5
Current Ratio 1.81.81.71.61.8
Quick Ratio 1.11.11.00.81.1
Cash Flow
2025-12-312024-12-312023-12-312022-12-312021-12-31
Free Cash Flow $866M$907M$1.17B$616M$802M

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Institutional owners (13F) 992 filers · $9.7B total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
148 (+40 vs prior Q) 56 (-20 vs prior Q) 321 (+49 vs prior Q) 295 (-13 vs prior Q) +33.1M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
VANGUARD CAPITAL MANAGEMENT LLC $1,072,450,416 13,179,924 11.03% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $994,307,631 12,219,585 10.23% Shares
STATE STREET CORP $872,777,224 10,726,032 8.98% Shares
GEODE CAPITAL MANAGEMENT, LLC $379,779,639 4,688,872 3.91% Shares
VAN ECK ASSOCIATES CORP $349,639,241 4,296,906 3.60% Shares
WELLINGTON MANAGEMENT GROUP LLP $291,908,854 3,587,426 3.00% Shares
NORGES BANK $177,549,747 2,182,005 1.83% Shares
Holocene Advisors, LP $175,541,454 2,157,324 1.81% Shares
EARNEST PARTNERS LLC $174,865,351 2,149,015 1.80% Shares
Quantinno Capital Management LP $170,774,414 2,098,739 1.76% Shares
Impax Asset Management Group plc $165,322,277 2,031,735 1.70% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $160,377,585 1,970,967 1.65% Shares
Pictet Asset Management Holding SA $139,543,798 1,715,002 1.44% Shares
AMERICAN CENTURY COMPANIES INC $136,882,611 1,682,223 1.41% Shares
Capital World Investors $135,802,136 1,668,946 1.40% Shares
Eurizon Capital SGR S.p.A. $131,020,406 1,613,023 1.35% Shares
FIDUCIARY MANAGEMENT INC /WI/ $127,174,231 1,562,913 1.31% Shares
NORDEA INVESTMENT MANAGEMENT AB $126,976,235 1,567,995 1.31% Shares
SCHRODER INVESTMENT MANAGEMENT GROUP $126,220,458 1,567,956 1.30% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $103,863,760 1,276,438 1.07% Shares
AMERIPRISE FINANCIAL INC $100,087,702 1,230,032 1.03% Shares
Empower Advisory Group, LLC $94,326,144 1,159,225 0.97% Shares
ENVESTNET ASSET MANAGEMENT INC $93,607,163 1,150,389 0.96% Shares
VANGUARD FIDUCIARY TRUST CO $92,105,144 1,131,930 0.95% Shares
FULLER & THALER ASSET MANAGEMENT, INC. $89,668,197 1,101,981 0.92% Shares
FIRST TRUST ADVISORS LP $87,739,096 1,078,276 0.90% Shares
DIMENSIONAL FUND ADVISORS LP $86,188,644 1,059,218 0.89% Shares
Caisse de depot et placement du Quebec $70,957,244 872,032 0.73% Shares
CONFLUENCE INVESTMENT MANAGEMENT LLC $62,468,096 767,704 0.64% Shares
BANK OF AMERICA CORP /DE/ $59,069,575 725,938 0.61% Shares
RENAISSANCE TECHNOLOGIES LLC $55,648,943 683,900 0.57% Shares
SEIZERT CAPITAL PARTNERS, LLC $50,902,143 625,564 0.52% Shares
MILLENNIUM MANAGEMENT LLC $49,665,400 610,365 0.51% Shares
GOLDMAN SACHS GROUP INC $48,454,208 595,480 0.50% Shares
RAYMOND JAMES FINANCIAL INC $48,094,594 591,061 0.49% Shares
BNP PARIBAS FINANCIAL MARKETS $47,702,593 586,243 0.49% Shares
CAMBIAR INVESTORS LLC $46,749,750 574,533 0.48% Shares
Swiss National Bank $46,568,051 572,300 0.48% Shares
VICTORY CAPITAL MANAGEMENT INC $43,686,739 536,890 0.45% Shares
California Public Employees Retirement System $42,068,697 517,005 0.43% Shares
Mitsubishi UFJ Asset Management Co., Ltd. $40,692,893 500,097 0.42% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $38,288,208 470,545 0.39% Shares
NEW YORK STATE COMMON RETIREMENT FUND $35,645,349 438,065 0.37% Shares
Aware Super Pty Ltd as trustee of Aware Super $35,132,718 431,765 0.36% Shares
WORLDQUANT MILLENNIUM ADVISORS LLC $35,031,412 430,520 0.36% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $34,947,327 459,586 0.36% Shares
Haverford Trust Co $33,982,960 417,635 0.35% Shares
Vanguard Global Advisers, LLC $33,833,158 415,794 0.35% Shares
RHUMBLINE ADVISERS $32,735,954 402,311 0.34% Shares
Boston Partners $32,200,710 395,732 0.33% Shares
Sumitomo Mitsui Trust Group, Inc. $32,159,458 395,225 0.33% Shares
Ensign Peak Advisors, Inc $31,734,056 389,997 0.33% Shares
BARCLAYS PLC $31,043,632 381,512 0.32% Shares
Boston Trust Walden Corp $30,971,998 380,632 0.32% Shares
BlackRock, Inc. $30,776,412 378,228 0.32% Shares
WINTON GROUP Ltd $30,650,289 376,678 0.32% Shares
TEACHER RETIREMENT SYSTEM OF TEXAS $30,376,397 373,312 0.31% Shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $29,691,577 257,286 0.31% Shares
LPL Financial LLC $28,796,996 353,902 0.30% Shares
VANGUARD GROUP INC $28,795,356 453,756 0.30% Shares
Trexquant Investment LP $27,676,622 340,133 0.28% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $27,027,408 447,696 0.28% Shares
Gotham Asset Management, LLC $25,815,365 317,259 0.27% Shares
Artisan Partners Limited Partnership $25,221,527 309,961 0.26% Shares
YACKTMAN ASSET MANAGEMENT LP $23,278,736 286,085 0.24% Shares
ASSETMARK, INC $22,413,740 275,455 0.23% Shares
Swedbank AB $22,051,759 271,006 0.23% Shares
Corient Private Wealth LP $21,866,082 268,722 0.22% Shares
NATIXIS $21,844,509 268,459 0.22% Shares
Foster Victor Wealth Advisors, LLC $20,558,012 264,072 0.21% Shares
HSBC HOLDINGS PLC $18,747,973 230,404 0.19% Shares
S.A.C. Capital Advisors (Hong Kong) Ltd. $17,598,897 250,020 0.18% Shares
Rafferty Asset Management, LLC $17,118,051 210,373 0.18% Shares
Squarepoint Ops LLC $16,673,608 204,911 0.17% Shares
12th Street Asset Management Company, LLC $16,449,331 202,155 0.17% Shares
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $16,425,918 201,867 0.17% Shares
MML INVESTORS SERVICES, LLC $16,173,471 198,765 0.17% Shares
Universal- Beteiligungs- und Servicegesellschaft mbH $15,961,013 196,273 0.16% Shares
TD Waterhouse Canada Inc. $14,957,205 183,135 0.15% Shares
VIRGINIA RETIREMENT SYSTEMS ET Al $14,791,955 233,091 0.15% Shares
CANADA PENSION PLAN INVESTMENT BOARD $14,532,682 178,600 0.15% Shares
Legal & General Group Plc $14,402,732 177,003 0.15% Shares
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund $13,509,210 166,022 0.14% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $12,913,500 158,701 0.13% Shares
Schonfeld Strategic Advisors LLC $12,831,398 157,692 0.13% Shares
Zurcher Kantonalbank (Zurich Cantonalbank) $12,826,028 157,626 0.13% Shares
FRANKLIN RESOURCES INC $12,743,274 156,609 0.13% Shares
ALLIANCEBERNSTEIN L.P. $12,728,532 210,842 0.13% Shares
CIBC Asset Management Inc $12,590,543 154,732 0.13% Shares
Amundi $11,994,158 147,448 0.12% Shares
APG Asset Management N.V. $11,610,580 163,136 0.12% Shares
Hosking Partners LLP $11,569,024 142,178 0.12% Shares
Calamos Advisors LLC $11,483,748 141,130 0.12% Shares
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO $11,450,956 140,727 0.12% Shares
UBS Group AG $11,435,496 140,537 0.12% Shares
ROYAL BANK OF CANADA $11,435,000 140,533 0.12% Shares
AustralianSuper Pty Ltd $11,155,502 137,096 0.11% Shares
PRUDENTIAL FINANCIAL INC $11,055,091 135,862 0.11% Shares
MANUFACTURERS LIFE INSURANCE COMPANY, THE $10,938,895 134,434 0.11% Shares
Cetera Investment Advisers $10,641,684 130,781 0.11% Shares

Company insiders 54 insiders · 13 officers · 9 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Alan H Barry President & COO July 1, 2007 F 329,435 0 0 $0
Donald J Demarie Jr Executive Vice President & COO July 1, 2011 F 394,316 0 0 $0
Gerald Volas Gr. Pres. - N.A. Divrs. Bus. June 10, 2015 M 108,258 0 0 $0
Gregory Dale Wittrock VP - General Counsel and Sec. July 1, 2013 F 81,565 0 0 $0
Charles F Greenwood VP-Human Resources Feb. 15, 2012 A 79,342 0 0 $0
William T Anderson VP-Controller Feb. 16, 2011 A 141,273 0 0 $0
Barry J Silverman VP, General Counsel & Secy. July 1, 2009 F 175,484 0 0 $0
Eugene A Gargaro JR V.P. & Secretary July 1, 2008 F 104,786 0 0 $0
John R Leekley Sr. V.P. & General Counsel July 1, 2008 F 322,817 0 0 $0
Daniel R Foley V.P.-Human Resources May 21, 2007 S 112,973 0 0 $0
David A Doran V.P.-Taxes Feb. 12, 2006 F 88,860 0 0 $0
Robert B Rosowski V.P. & Treasurer July 1, 2005 F 124,019 0 0 $0
Lillian Bauder V.P.-Corporate Affairs Sept. 30, 2004 A 101,032 0 0 $0
Donald R Parfet Director Aug. 1, 2024 G 32,370 0 0 $0
Dennis W Archer Director May 3, 2016 M 46,759 0 0 $0
Verne G Istock Director May 6, 2014 A 65,050 0 0 $0
Timothy Wadhams Director March 6, 2014 M 693,239 0 0 $0
Thomas G Denomme Director May 8, 2012 A 55,440 0 0 $0
Anthony F Earley JR Director May 7, 2012 A 34,720 0 0 $0
David L Johnston Director July 28, 2010 A 20,870 0 0 $0
Peter A Dow Director May 8, 2007 A 28,555 0 0 $0
Wayne B Lyon Director Sept. 30, 2004 S 58,193 0 0 $0
Aine Denari May 8, 2026 A 13,970 0 0 $0
Marie A Ffolkes May 8, 2026 A 24,517 0 0 $0
Gary A Coombe May 8, 2026 A 3,630 0 0 $0
Charles K. Stevens III May 8, 2026 A 18,090 0 0 $0
Reddy Sandeep May 8, 2026 A 10,460 0 0 $0
Christopher A O'Herlihy May 8, 2026 A 51,766 0 0 $0
Mark R. Alexander May 8, 2026 A 23,469 0 0 $0
John C Plant May 8, 2026 A 50,574 0 0 $0
Lisa A Payne May 8, 2026 A 16,487 0 2 $-1,065,350
Jai Shah March 6, 2026 F 45,966 0 1 $-6,304,476
Heath M Eisman Feb. 26, 2026 S 12,510 0 2 $-235,125
Jennifer A Stone Feb. 25, 2026 F 25,433 0 0 $0
Richard J. Westenberg Feb. 25, 2026 F 40,576 0 0 $0
Richard Allan Marshall Feb. 25, 2026 F 17,496 0 0 $0
Jonathon Nudi Feb. 25, 2026 F 42,809 0 0 $0
Kenneth G. Cole Feb. 25, 2026 F 39,700 0 2 $-3,997,967
Renee Straber March 11, 2025 S 33,027 0 0 $0
Keith J. Allman Feb. 26, 2025 S 60,267 0 0 $0
Imran Ahmad Feb. 25, 2025 M 10,961 0 0 $0
Bonnie S Van Etten July 18, 2024 A 13,620 0 0 $0
Robin L Zondervan Feb. 25, 2024 F 6,203 0 0 $0
John G Sznewajs May 10, 2023 M 187,784 0 0 $0
Reginald M Turner JR Dec. 8, 2022 S 18,866 0 0 $0
Richard A. O'Reagan Feb. 25, 2022 F 74,894 0 0 $0
John P Lindow Feb. 8, 2022 F 28,415 0 0 $0
Scott E. Mcdowell Nov. 11, 2020 S 14,026 0 0 $0
Michael J Losh Aug. 3, 2020 J 57,063 0 0 $0
MANOOGIAN RICHARD A May 13, 2020 A 210,843 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

Activists & 5%+ owners 1 position

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
MASCO CORPORATION ×2 filings Dec. 29, 2006 Initial filing SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF ownership Held by 164 ETFs

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
CAMX · ADVISORS' INNER CIRCLE FUND 4.00% 36,800 NS April 30, 2026 N-PORT
ITB · iShares Trust 3.19% 984,540 SH Aug. 8, 2026 Daily
BSMU · Invesco Exchange-Traded Self-Indexe… 3.05% 7,895,000 Aug. 8, 2026 Daily
NAIL · Direxion Shares ETF Trust 2.36% 184,967 NS April 30, 2026 N-PORT
ESN · Northern Lights Fund Trust II 2.26% 89,795 NS May 31, 2026 N-PORT
PZA · Invesco Exchange-Traded Fund Trust … 2.19% 94,300,000 Aug. 8, 2026 Daily
BSMT · Invesco Exchange-Traded Self-Indexe… 2.02% 5,385,000 Aug. 8, 2026 Daily
EPMB · Harbor ETF Trust 1.97% 1,234 NS April 30, 2026 N-PORT
BSMR · Invesco Exchange-Traded Self-Indexe… 1.74% 5,875,000 Aug. 8, 2026 Daily
BAB · Invesco Exchange-Traded Fund Trust … 1.69% 18,246,918.35 Aug. 8, 2026 Daily
SDG · iShares Trust 1.58% 36,150 SH Aug. 8, 2026 Daily
EPSV · Harbor ETF Trust 1.48% 1,024 NS April 30, 2026 N-PORT
BSMS · Invesco Exchange-Traded Self-Indexe… 1.43% 4,315,000 Aug. 8, 2026 Daily
EPMV · Harbor ETF Trust 1.25% 775 NS April 30, 2026 N-PORT
RSPN · Invesco Exchange-Traded Fund Trust 1.22% 170,273 SH Aug. 8, 2026 Daily
HOMZ · ETF Series Solutions 0.94% 4,531 NS May 31, 2026 N-PORT
BSMQ · Invesco Exchange-Traded Self-Indexe… 0.85% 2,260,000 Aug. 8, 2026 Daily
IQSM · New York Life Investments ETF Trust 0.61% 26,908 NS April 30, 2026 N-PORT
FXR · First Trust Exchange-Traded AlphaDE… 0.51% 49,360 NS April 30, 2026 N-PORT
BKMC · BNY Mellon ETF Trust 0.39% 33,864 NS April 30, 2026 N-PORT
AFLG · First Trust Exchange-Traded Fund VI… 0.37% 34,331 NS May 31, 2026 N-PORT
SZNE · Pacer Funds Trust 0.35% 653 NS April 30, 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0.35% 2,937,191 SH Aug. 8, 2026 Daily
ISCV · iShares Trust 0.28% 26,283 SH Aug. 8, 2026 Daily
HQGO · Lattice Strategies Trust 0.28% 1,867 NS April 30, 2026 N-PORT
JPME · J.P. Morgan Exchange-Traded Fund Tr… 0.27% 16,649 NS April 30, 2026 N-PORT
SCHM · SCHWAB STRATEGIC TRUST 0.27% 551,155 NS May 31, 2026 N-PORT
JPUS · J.P. Morgan Exchange-Traded Fund Tr… 0.25% 15,584 NS April 30, 2026 N-PORT
HELO · J.P. Morgan Exchange-Traded Fund Tr… 0.25% 141,305 NS April 30, 2026 N-PORT
ISCB · iShares Trust 0.24% 9,019 SH Aug. 8, 2026 Daily
VALQ · AMERICAN CENTURY ETF TRUST 0.23% 11,401 NS May 31, 2026 N-PORT
VIS · VANGUARD WORLD FUND 0.22% 246,505 SH Aug. 8, 2026 Daily
SIZE · iShares Trust 0.22% 12,729 SH Aug. 8, 2026 Daily
FIDU · FIDELITY COVINGTON TRUST 0.21% 61,608 NS April 30, 2026 N-PORT
FTLS · First Trust Exchange-Traded Fund III 0.21% 66,751 NS April 30, 2026 N-PORT
EUSA · iShares, Inc. 0.21% 52,611 SH Aug. 8, 2026 Daily
RSP · Invesco Exchange-Traded Fund Trust 0.21% 2,618,725 SH Aug. 8, 2026 Daily
VB · VANGUARD INDEX FUNDS 0.20% 4,627,383 SH Aug. 8, 2026 Daily
ISCG · iShares Trust 0.20% 25,885 SH Aug. 8, 2026 Daily
DFVE · DoubleLine ETF Trust 0.19% 865 NS March 31, 2026 N-PORT
DUSL · Direxion Shares ETF Trust 0.19% 1,429 NS April 30, 2026 N-PORT
REVS · Columbia ETF Trust I 0.18% 7,221 NS April 30, 2026 N-PORT
QDEF · FlexShares Trust 0.18% 13,219 NS April 30, 2026 N-PORT
IYJ · iShares Trust 0.18% 45,884 SH Aug. 8, 2026 Daily
QLC · FlexShares Trust 0.17% 21,840 NS April 30, 2026 N-PORT
FNK · First Trust Exchange-Traded AlphaDE… 0.17% 5,027 NS April 30, 2026 N-PORT
UXI · ProShares Trust 0.17% 672 NS May 31, 2026 N-PORT
GLOF · iShares Trust 0.15% 4,412 SH Aug. 8, 2026 Daily
DEUS · DBX ETF Trust 0.15% 5,811 NS May 29, 2026 N-PORT
EXI · iShares Trust 0.15% 28,697 SH Aug. 8, 2026 Daily