MAS dividend analysis

MAS dividend deep dive

MAS returns 6.40% per year through the dividend at the current $354.00 share price. The payout sits at 74% of trailing earnings, leaving 26% as retained capital — the standard line for evaluating dividend safety alongside the company's free-cash-flow trajectory.

Pillar mix backing the MAS dividend: Quality 79/100, Risk 56/100, and a payout-strain adjustment that lands the dividend safety at 69/100. The Risk pillar is the place to look first if leverage or earnings cyclicality is a concern.

Reinvested-distribution math on MAS at $354.00: holding yield (6.40%) and growth (9.4%) constant, the cumulative income compounds to roughly 40.3% over 5 years, 96.7% over 10, 287.1% over 20.

On the peer line for MAS: KO (5.00%), PG (1.50%), PEP (2.90%). The cohort-mean yield (3.13%) sets the baseline; the 6.40% read on MAS is 3.27 pp above that anchor.

For MAS cash-flow planning: ex-date 2026-03-01, settlement 2026-03-15, quarterly run-rate $5.665/share. Annualized: $22.66.

MAS synthesis: yield 6.40%, growth 9.4%, safety 69/100, payout 74%. The next earnings line will tell whether free-cash-flow conversion supports the current trajectory.