MBC MasterBrand, Inc.

BULLISH Impact: 7/10 425
Horizon days Filed May 26, 2026 Processed 17d 13h ago SEC 0001193125-26-239611
Rule 425 M&A communications
Latest settled — T+5d ⚠ clustered
MBC ▼ -8.70% at T+5d
LONG call ✗ call lost -8.70% · α vs SPY -9.17% · entry $9.31 → $8.50
Next anchor: T+20d in 11d
Currently $8.88 · -4.62% from $9.31 entry
Entry anchored
May 26, 2026
via day open
T+1d
-2.47%
call -2.47% · α -3.02%
$9.08
settled 17d ago
T+5d
-8.70%
call -8.70% · α -9.17%
$8.50
settled 11d ago
T+20d
call — · α —
in 11d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

MasterBrand announced FTC clearance and expiration of HSR waiting period for its merger with American Woodmark, with closing expected on or about May 28, 2026. This removes a key regulatory hurdle and confirms the transaction is on track.

Actionable Insight

The imminent closing of the merger (expected May 28) should drive the stock price toward the deal consideration. Traders should monitor for any last-minute conditions or shareholder approvals and be prepared for the stock to trade at or near the deal price.

Key Facts

  • FTC closed its investigation into the proposed merger with American Woodmark on May 22, 2026.
  • HSR waiting period has expired, satisfying a key closing condition.
  • MasterBrand expects to close the transaction on or about May 28, 2026, subject to other customary closing conditions.
  • The merger agreement was originally entered on August 5, 2025.

Financial Impact

No financial terms disclosed in this filing; deal value not provided.

Risk Factors

  • Other customary closing conditions may not be satisfied or waived.
  • Integration risks and potential operational challenges post-merger.
  • Potential litigation or regulatory actions not yet resolved.

Market Snapshot

Exchange
NYSE
Sector
Wood Household Furniture, (No Upholstered)
Analyst Consensus
80% bullish (5 analysts)

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
425 Filing (Primary)0001193125-26-239611
Document: 0001193125-26-239611-index-headers.html0001193125-26-239611
Document: 0001193125-26-239611-index.html0001193125-26-239611
Document: 0001193125-26-239611.txt0001193125-26-239611
11 reports for MBC
Performance horizon
50% Hit rate 2 of 4 directional calls best @ T+5▲ +6.75%May 5, 2026
Filters
Rows
Reports for MBC — sortable, filterable
Type Now
Jun 12, 2026
today
Insider Cluster
NEUTRAL ★ 2/10
$8.87 awaiting T+1awaiting T+1$8.88 (+0.11%)
Jun 11, 2026
1d ago
Insider Cluster
MIXED ★ 4/10
$9.19 awaiting T+1awaiting T+1$8.88 (−3.37%)
Jun 3, 2026
9d ago
Insider Cluster
BULLISH ★ 5/10
$8.31 awaiting T+1awaiting T+1$8.88 (+6.86%)
Jun 3, 2026
9d ago
Insider Cluster
BULLISH ★ 5/10
$8.32 $8.46▲ +1.68%▲ +4.28%$8.88 (+6.73%)
Jun 1, 2026
11d ago
144
NEUTRAL ★ 2/10
$8.48 $8.50▲ +0.24%▲ +0.96%$8.88 (+4.72%)
Jun 1, 2026
11d ago
3
NEUTRAL ★ 2/10
$8.48 $8.50▲ +0.24%▲ +0.96%$8.88 (+4.72%)
Jun 1, 2026
11d ago
3
NEUTRAL ★ 2/10
$8.48 $8.50▲ +0.24%▲ +0.96%$8.88 (+4.72%)
May 28, 2026
15d ago
8-K
BULLISH ★ 7/10
$9.08 $8.68▼ −4.41%▼ −4.64%$8.88 (−2.20%)
May 26, 2026
17d ago
425
BULLISH ★ 7/10
$9.31 $9.08▼ −2.47%▼ −3.02%$8.88 (−4.62%)
May 26, 2026
17d ago
8-K
BULLISH ★ 6/10
$9.31 $9.08▼ −2.47%▼ −3.02%$8.88 (−4.62%)
Showing 10 of 11

US Market Status

Market Closed — Opens Mon (50h 54m)

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