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

03
Price $231.11
Market Cap (MRQ) $6.91B
P/E (TTM) 15.6
EPS (TTM) $14.83
Revenue (TTM) $3.46B
Div Yield 0.64%
ROE (TTM) 17.2%
Debt/Equity (MRQ) 0.1
52W Range $87–$241

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

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Stock splits 4
Ex-date Split Type
July 2, 2012 2000-for-959 Forward
June 3, 1988 2-for-1 Forward
June 6, 1986 3-for-2 Forward
March 12, 1984 2-for-1 Forward

About Matson, Inc. Common Stock Company overview from Wikipedia

05 · wikidata

Matson, Inc., is an American ocean transportation and logistics company headquartered in Honolulu, Hawaii.

Founded in 1882, Matson, Inc.'s subsidiary Matson Navigation Company provides ocean shipping services across the Pacific to Hawaii, Alaska, Guam, Micronesia, the Pacific islands, China, and Japan.

History

William Matson (1849–1917) founded Matson Navigation Company. He was born in Lysekil in Västra Götaland County, Sweden, and orphaned during childhood. He arrived in San Francisco after a trip around Cape Horn in 1867. Working aboard the Dickel family yacht, he struck up a friendship with tycoon Claus Spreckels, who financed many of Matson's new ships. In 1882, he sailed his three-masted schooner Emma Claudina into the Hilo Bay of the Hawaiian Islands.

The enterprise began in the carrying of merchandise, especially of plantation stores, to the islands and returning with cargoes of sugar, later expanding interests at each end of the line.

In 1924, Matson completed the Matson Building, designed by Bliss and Faville, at 215 Market Street in San Francisco. It featured an observation tower and cupola at the northern corner of the building that enabled company executives to see its ships coming through the Golden Gate. The company later sold the building to Pacific Gas and Electric Company, whose general office was next door at 245 Market. PG&E has incorporated the former Matson Building into its general office complex, keeping Matson-specific details such as elevator doors with detailed maps of Hawaii on them.

On December 1, 2011, Matson's then-parent company Alexander & Baldwin announced that its board of directors approved a plan to split A&B and Matson into two separate companies. As part of the plan, Matson would leave Oakland, California, to become a Honolulu-based company. The two companies are now traded separately.

In 2015, Matson, Inc., acquired Horizon Lines, formerly its main competitor in the United States domestic market, for $469 million.

Joining two Aloha-class freighter sister ships delivered to Matson in 2018 and 2019; in November 2022, the company again contracted Philly Shipyard to build three new 3,600 twenty-foot equivalent units (TEU) Jones Act compliant container ships at a cost of $1 billion.

Passenger ships

Primarily a conveyor of freight; from 1908 on, Matson introduced into service a number of passenger liners to capitalize on the burgeoning tourist trade. Matson took over the Oceanic Steamship Company in May 1926.

From the early 20th century through the 1970s, Matson liners sailed from the west coast ports of San Francisco and Los Angeles to Honolulu and points beyond, including a handful of South Pacific ports of call as well as Sydney, Australia and Auckland, New Zealand. Two of their earlier cargo liners, Maui and Wilhelmina, were the first passenger ships to place their engines aft.

Among the "white ships of Matson" were Malolo (rechristened Matsonia), Lurline, Mariposa, and Monterey. With the advent and expansion of routine air travel between the mainland and the islands, Matson's passenger service was greatly diminished, and the liners were eventually retired from trans-Pacific service and virtually gone by the end of the 1970s.

Hotels

In 1925, Matson acquired a controlling interest in the historic Moana Hotel on Waikiki on the island of Oahu. They constructed the nearby Royal Hawaiian Hotel in 1927. In 1952, they built the SurfRider Hotel (today a wing of the Moana), followed by the Princess Kaiulani Hotel in 1955. Matson sold the four properties to Sheraton Hotels in 1959.

Airline

From 1935, Matson backed Pan American Airways to pioneer air travel across the Pacific, taking an equity stake in the airline. The agreement called for Matson, Pan Am and Inter-Island Steam Navigation (parent of Hawaiian Airlines) to create a new carrier to fly from Hawaii to the mainland, but in 1942 this was denied by the Civil Aeronautics Board (CAB), the now-defunct Federal agency that, at the time, tightly regulated most US commercial air transport. In 1943 Matson created an Oakland, California-based Air Transport Division providing aircraft modifications for the US Navy, including R5Ds, the naval version of the Douglas DC-4. Matson also sought CAB certification of its own to fly scheduled service from Hawaii to the mainland. By 1946, the Oakland base was converting military C-54s to civilian DC-4 configuration.

The CAB was not disposed to allow surface carriers into the airline industry.

In 1946 Matson started unscheduled flights to Hawaii with DC-4s anyway, with ocean-liner standards. Author and pilot Ernest K. Gann, who left American Airlines to fly for Matson, called it "possibly the finest airline ever operated in the world," with food overseen by a former chef to the Belgian king. Interiors featured "Philippine mahogany" and chrome fixtures. But the CAB rejected Matson applications four times between 1946 and 1950, closing it out of scheduled service to Hawaii. Matson dropped aviation March 1948. Matson was financially constrained: in 1947 Matson suspended a dividend it had paid since 1906 and made a loss on its Hawaii freight business. Transocean Air Lines took over Matson's Oakland maintenance base.

One significant legacy of Matson's airline was Gann's 1953 best-selling novel The High and the Mighty (and subsequent John Wayne film of the same name), inspired by his flying for Matson.

Current fleet

Matson's current cargo fleet of U.S.-flagged vessels include:

Anchorage / Kodiak / Tacoma (sister ships)

Daniel K. Inouye / Kaimana Hila (sister ships - Aloha Class)

Imua II / Liloa II (sister ships)

Kamokuiki

Lihue

Lurline / Matsonia (sister ships - Kanaloa Class)

Manoa / Mahimahi (C9 sister ships)

Manulani / Maunawili / Manukai (sister ships)

Maunalei

Mokihana (C9 with garage conversion)

Papa Mau

R.J. Pfeiffer

Haleakala

Mauna Loa

Waialeale

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

Wikidata ↗

sectorIndustrials industryMarine employees4,170 countryUS

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

06
Revenue$3.34B
2016-12-31 → 2025-12-31
EPS$13.81
2016-12-31 → 2025-12-31
Free Cash Flow$154M
2016-12-31 → 2025-12-31
Net margin13.4%
2016-12-31 → 2025-12-31
Valuation & Ratios 07–12

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

Metric 5Y trend MATX 5Y avg Peer Median Verdict
P/E (TTM) 15.65Y avg ≈7.7 ≈7.7 16.9 Undervalued
P/S (TTM) 2.05Y avg ≈1.0 ≈1.0 · ·
P/B (MRQ) 2.55Y avg ≈1.6 ≈1.6 · ·
EV / EBITDA 14.55Y avg ≈6.7 ≈6.7 · ·
Price / FCF 45.6 · · ·
Price / Cash Flow 12.85Y avg ≈5.1 ≈5.1 · ·
EV / Revenue 2.25Y avg ≈1.1 ≈1.1 · ·
EV / FCF 47.2 · · ·
Price / Tangible Book (MRQ) 2.65Y avg ≈2.0 ≈2.0 · ·
PEG Ratio ≈0.6 · · ·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

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

13
Dividend Yield0.64%
Payout Ratio10.1%
Annualized Payout≈$1.52Paid quarterly
5Y Div CAGR≈9.2%Per share, split-adjusted
Growth Streak≈12Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Aug 6, 2026$0.38USD≈0.71%
May 7, 2026$0.36USD≈0.80%
Feb 5, 2026$0.36USD≈0.89%
Nov 6, 2025$0.36USD≈1.3%
Aug 7, 2025$0.36USD≈1.3%
May 8, 2025$0.34USD≈1.4%
Feb 6, 2025$0.34USD≈0.98%
Nov 7, 2024$0.34USD≈0.82%
Aug 1, 2024$0.34USD≈1.0%
May 8, 2024$0.32USD≈1.1%
Feb 7, 2024$0.32USD≈1.1%
Nov 8, 2023$0.32USD≈1.4%
Aug 2, 2023$0.32USD≈1.3%
May 10, 2023$0.31USD≈1.9%
Feb 8, 2023$0.31USD≈1.8%
Nov 9, 2022$0.31USD≈1.9%
Aug 3, 2022$0.31USD≈1.5%
May 11, 2022$0.30USD≈1.4%
Feb 9, 2022$0.30USD≈1.2%
Nov 9, 2021$0.30USD≈1.2%

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

14
Avg Surprise 14.6%
Next Report Nov 02, 2026
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 Jul 29, 2026 $4.27 $3.87 10.4%
March 31, 2026 $1.85 $1.69 9.6%
Dec. 31, 2025 $4.60 $4.56 0.89%
Sept. 30, 2025 $4.24 $3.32 27.8%
June 30, 2025 $2.92 $2.10 38.8%
March 31, 2025 $2.18 $2.17 0.23%

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

15
Income Statement 15
Metric Trend 202520242023202220212020201920182017201620152014
Revenue $3.34B$3.42B$3.09B$4.34B$3.93B$2.38B$2.20B$2.22B$2.05B$1.94B$1.88B$1.71B
SG&A Expense $294M$304M$283M$261M$236M$225M$217M$221M$207M$183M$195M$147M
Operating Expenses $-2.58B$-2.57B$-2.47B$2.81B$2.74B$2.10B$2.07B$2.06B$1.90B$1.78B$1.69B$1.57B
Operating Income $500M$551M$343M$1.35B$1.19B$280M$129M$164M$147M$157M$196M$140M
Interest Expense ··$12M$18M$23M$27M$22M$19M$24M$24M$18M$17M
Interest Income $32M$48M$36M$8M········
Other Non-op $9M$7M$6M$8M$6M$6M$1M$3M$2M$-2M··
Pretax Income $534M$599M$373M$1.35B$1.17B$259M$108M$148M$125M$130M$178M$123M
Income Tax $89M$123M$76M$288M$244M$66M$25M$39M$-106M$49M$75M$52M
Net Income $445M$476M$297M$1.06B$927M$193M$83M$109M$231M$81M$103M$71M
EPS (Basic) $13.99$14.14$8.42$27.28$21.67$4.48$1.93$2.55$5.38$1.89$2.37$1.65
EPS (Diluted) $13.81$13.93$8.32$27.07$21.47$4.44$1.91$2.53$5.35$1.87$2.34$1.63
Shares (Basic) 31,800,00033,700,00035,300,00039,000,00042,800,00043,100,00042,800,00042,700,00042,900,00043,100,00043,500,00043,000,000
Shares (Diluted) 32,200,00034,200,00035,700,00039,300,00043,200,00043,500,00043,300,00043,000,00043,200,00043,500,00044,000,00043,400,000
EBITDA $500M$551M$343M$1.35B$1.19B$395M···$250M$280M$210M
Balance Sheet 26
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents $142M$267M$134M$250M$282M$14M$21M$20M$20M$14M$26M$293M
Receivables $257M$269M$279M$268M$344M$253M$206M$224M$195M$190M$193M$198M
Prepaid Expense $73M$74M$189M$241M$78M$38M$62M$75M$52M$71M$60M$20M
Other Current Assets $3M$5M$11M$23M$17M$14M$10M$8M$9M$18M$17M$7M
Current Assets $472M$610M$602M$760M$704M$306M$290M$318M$266M$274M$278M$520M
PP&E (Net) $2.50B$2.26B$2.09B$1.96B$1.88B$1.69B$1.60B$1.37B$1.17B$949M$860M$691M
PP&E (Gross) $4.01B$3.75B$3.49B$3.29B$3.09B$2.91B$2.84B$2.62B$2.44B$2.15B$1.99B$1.80B
Accum. Depreciation $1.51B$1.49B$1.40B$1.33B$1.21B$1.22B$1.24B$1.25B$1.28B$1.20B$1.13B$1.11B
Goodwill $328M$328M$328M$328M$328M$328M$328M$328M$328M$324M$242M$27M
Intangibles $147M$159M$176M$175M$181M$192M$203M$214M$225M$237M$139M$2M
Other Non-current Assets $97M$80M$66M$54M$39M$33M$38M$50M$84M$60M$27M$22M
Total Assets $4.64B$4.60B$4.29B$4.33B$3.69B$2.90B$2.85B$2.43B$2.25B$2.02B$1.67B$1.40B
Accounts Payable $245M$268M$278M$256M$308M$283M$236M$247M$175M$170M$165M$133M
Short-term Debt $40M$40M$40M$77M$65M$59M$48M$42M····
Current Liabilities $527M$560M$562M$582M$612M$512M$437M$371M$286M$278M$298M$224M
Capital Leases $247M$230M$159M$262M$307M$187M$198M·····
Deferred Tax $702M$693M$669M$646M$425M$390M$338M$313M$284M$364M$310M$308M
Other Non-current Liabilities $88M$109M$114M$115M$131M$166M$157M$177M$178M$172M$38M$36M
Long-term Debt $361M$401M$441M$518M$629M$760M$958M$856M$857M$739M$430M$374M
Total Debt $392M$430M$469M$582M$680M$804M···$739M$430M$374M
Common Stock $23M$25M$26M$27M$31M$32M$32M$32M$32M$32M$33M$32M
Retained Earnings $2.44B$2.34B$2.09B$1.99B$1.35B$658M$504M$460M$380M$197M$177M$110M
AOCI $2M$-6M$-8M$-7M$-31M$-51M$-37M$-34M$-25M$-24M$-47M$-53M
Stockholders' Equity $2.76B$2.65B$2.40B$2.30B$1.67B$961M$806M$755M$677M$495M$451M$364M
Liabilities + Equity $4.64B$4.60B$4.29B$4.33B$3.69B$2.90B$2.85B$2.43B$2.25B$2.02B$1.67B$1.40B
Shares Outstanding 30,400,00033,000,00034,400,00036,300,00041,000,00043,200,00042,900,00042,700,00042,500,00042,900,00043,500,00043,200,000
Cash Flow 19
Metric Trend 202520242023202220212020201920182017201620152014
D&A ·····$115M$100M$94M$101M$97M$83M$70M
Stock-based Comp $23M$26M$24M$18M$19M$19M$11M$12M$11M$11M$12M$9M
Deferred Tax $7M$20M$20M$97M$25M·$23M$31M$-130M$40M$49M$3M
Amort. of Intangibles $13M$13M$14M$11M$11M$11M$11M$11M$11M$9M$4M$1M
Other Non-cash ·····$103M···$-71M$-4M$14M
Operating Cash Flow $547M$768M$510M$1.27B$984M$430M$249M$305M$225M$158M$245M$166M
CapEx $393M$310M$248M$209M····$307M$179M$68M$28M
Investing Cash Flow $-266M$-336M$-338M$-729M$-323M$-177M$-307M$-260M$-277M$-321M$-64M·
Debt Issued ·····$326M···$275M$75M$100M
Net Debt Issued ·········$275M$75M$89M
Stock Issued ·····$100.0K$300.0K$700.0K$2M$1M$2M$6M
Stock Repurchased $303M$199M$155M$397M$198M···$19M$38M$5M·
Net Stock Activity $-303M$-199M$-155M$-397M$-198M$100.0K···$-37M$-3M$6M
Dividends Paid $45M$45M$45M$48M$46M$39M$37M$35M$34M$32M$31M$29M
Financing Cash Flow $-406M$-301M$-290M$-577M$-393M$-262M$62M$-40M$58M$151M$-449M·
Net Change in Cash ········$6M$-12M$-268M$179M
Taxes Paid $86M$-26M$8M$215M$242M$-16M$-24M$5M$3M$16M$40M$30M
Free Cash Flow $154M$458M·······$-22M$178M$138M
Levered FCF ·········$-37M$167M$128M
Profitability 7
Metric Trend 202520242023202220212020201920182017201620152014
Operating Margin 14.9%16.1%11.1%31.2%30.2%11.8%···7.9%10.4%8.2%
Net Margin 13.3%13.9%9.6%24.5%23.6%8.1%···4.2%5.5%4.1%
Pretax Margin 16.0%17.5%12.0%31.1%29.8%10.9%···6.7%9.4%7.2%
EBITDA Margin 14.9%16.1%11.1%31.2%30.2%16.6%···12.9%14.8%12.2%
ROA 9.6%10.7%6.9%26.5%28.1%6.7%···4.4%6.7%5.3%
ROE 16.5%18.3%12.4%46.3%61.6%20.8%···17.5%25.3%20.2%
ROIC 13.2%14.2%9.5%37.0%40.1%11.8%···7.9%12.9%11.0%
Liquidity & Solvency 5
Metric Trend 202520242023202220212020201920182017201620152014
Current Ratio 0.91.11.11.31.20.6···1.00.92.3
Quick Ratio 0.81.00.70.91.00.5···0.70.82.2
Debt / Equity 0.10.20.20.30.40.8···1.61.01.0
LT Debt / Equity 0.10.10.20.20.30.7···1.50.91.0
Interest Coverage ··28.175.252.510.2···6.410.68.1
Efficiency 2
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 0.70.80.71.11.20.8···1.11.21.3
Receivables Turnover 12.712.511.314.213.110.4···10.29.29.0
Per Share 6
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share $90.76$80.36$69.79$63.28$40.67$22.25···$10.99$10.36$8.42
Revenue / Share $103.87$100.05$86.68$110.51$90.86$54.79···$44.63$42.84$39.50
Cash Flow / Share $16.99$22.45$14.30$32.36$22.78$9.88···$3.63$5.58$3.82
Cash / Share $4.67$8.08$3.90$6.88$6.89$0.33···$0.32$0.59$6.79
Dividend Paid / Share $1.40$1.32$1.26$1.22$1.06$0.90$0.86$0.82$0.78$0.74$0.70$0.66
EPS (TTM) $13.81$13.93$8.32$27.07$21.47$4.44$1.91$2.53$5.35$1.87$2.34$1.63
Growth Rates 10
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY -2.3%10.6%-28.7%10.6%64.7%·······
Revenue CAGR 3Y -8.3%-4.5%9.1%·········
Revenue CAGR 5Y 7.0%···········
EPS YoY -0.86%67.4%-69.3%26.1%383.6%·······
EPS CAGR 3Y -20.1%-13.4%23.3%·········
EPS CAGR 5Y 25.5%···········
Net Income YoY -6.6%60.4%-72.1%14.7%380.3%·······
Net Income CAGR 3Y -25.2%-19.9%15.4%·········
Net Income CAGR 5Y 18.2%···········
Dividends Paid CAGR 5Y 2.8%···········
Valuation (TTM) 17
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM $3.34B$3.42B$3.09B$4.34B$3.93B$2.38B$2.20B$2.22B$2.05B$1.94B$1.88B$1.71B
Net Income TTM $445M$476M$297M$1.06B$927M$193M$83M$109M$231M$81M$103M$71M
Market Cap $3.76B$4.45B$3.77B$2.27B$3.69B$2.46B···$1.52B$1.85B$1.49B
Enterprise Value $4.01B$4.61B$4.10B$2.60B$4.09B$3.25B···$2.24B$2.26B$1.57B
P/E 8.99.713.22.34.212.821.412.75.618.918.221.2
P/S 1.11.31.20.50.91.0···0.81.00.9
P/B 1.41.71.61.02.22.6···3.24.14.1
P / Tangible Book 1.62.12.01.33.25.6······
P / Cash Flow 6.95.87.41.83.85.7···9.67.69.0
P / FCF 24.49.7·······-70.310.410.8
EV / EBITDA 8.08.412.01.93.48.2···9.08.17.5
EV / FCF 26.110.1·······-103.912.711.4
EV / Revenue 1.21.31.30.61.01.4···1.21.20.9
Dividend Yield 1.2%1.0%1.2%2.1%1.2%1.6%···2.1%1.7%1.9%
Earnings Yield 11.2%10.3%7.6%43.3%23.8%7.8%4.7%7.9%17.9%5.3%5.5%4.7%
Payout Ratio 10.1%9.4%15.2%4.5%5.0%20.3%···40.0%29.9%40.5%
Annual Payout $45M$45M$45M$48M$46M$39M$37M$35M$34M$32M$31M$29M

Most recent period on the left · null values shown as ·

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

16
Metric 2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $3.34B $3.42B $3.09B $4.34B $3.93B
Operating Margin % 14.9% 16.1% 11.1% 31.2% 30.2%
Net Income $445M $476M $297M $1.06B $927M
Diluted EPS $13.81 $13.93 $8.32 $27.07 $21.47

Institutional owners (13F) 450 filers · $5.2B total · As of Sept. 30, 2026

17

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.

Holders 450
Value held $5.2B
New positions 69
Exited positions 37
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
69 (-20 vs prior Q) 37 (+3 vs prior Q) 136 (+23 vs prior Q) 134 (+1 vs prior Q) +171K

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
BlackRock, Inc. $952,902,822 4,957,097 18.36% Shares
VANGUARD GROUP INC $453,616,172 3,671,519 8.74% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $383,506,924 1,995,042 7.39% Shares
DIMENSIONAL FUND ADVISORS LP $373,567,640 1,943,301 7.20% Shares
AMERICAN CENTURY COMPANIES INC $338,328,087 1,760,017 6.52% Shares
VANGUARD CAPITAL MANAGEMENT LLC $248,765,996 1,294,106 4.79% Shares
STATE STREET CORP $232,252,478 1,208,201 4.48% Shares
GEODE CAPITAL MANAGEMENT, LLC $153,628,033 799,011 2.96% Shares
Capital Research Global Investors $130,657,001 679,691 2.52% Shares
FULLER & THALER ASSET MANAGEMENT, INC. $124,642,963 648,405 2.40% Shares
FMR LLC $88,623,110 461,027 1.71% Shares
NORTHERN TRUST CORP $76,434,300 397,619 1.47% Shares
MORGAN STANLEY $75,871,395 394,689 1.46% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $73,192,534 380,755 1.41% Shares
MILLENNIUM MANAGEMENT LLC $60,313,124 313,755 1.16% Shares
Boston Partners $57,860,087 297,305 1.11% Shares
Bank of New York Mellon Corp $50,636,938 263,418 0.98% Shares
Caisse de depot et placement du Quebec $45,795,722 238,234 0.88% Shares
Schonfeld Strategic Advisors LLC $40,740,264 211,935 0.79% Shares
VANGUARD FIDUCIARY TRUST CO $38,319,320 199,341 0.74% Shares
BANK OF AMERICA CORP /DE/ $38,066,449 198,026 0.73% Shares
LONDON CO OF VIRGINIA $36,261,183 188,631 0.70% Shares
Encompass Capital Advisors LLC $32,818,275 170,724 0.63% Shares
VICTORY CAPITAL MANAGEMENT INC $32,704,283 170,131 0.63% Shares
GOLDMAN SACHS GROUP INC $32,101,265 166,994 0.62% Shares
ROYCE & ASSOCIATES LP $30,845,610 160,462 0.59% Shares
PRINCIPAL FINANCIAL GROUP INC $28,116,713 146,266 0.54% Shares
Invesco Ltd. $26,795,325 139,392 0.52% Shares
JPMORGAN CHASE & CO $26,630,155 135,551 0.51% Shares
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC $25,390,123 132,082 0.49% Shares
Public Sector Pension Investment Board $23,897,841 124,319 0.46% Shares
Baird Financial Group, Inc. $21,668,732 112,722 0.42% Shares
CITADEL ADVISORS LLC $21,589,928 112,313 0.42% Shares
Qube Research & Technologies Ltd $20,144,166 104,792 0.39% Shares
Nuveen, LLC $20,004,493 104,066 0.39% Shares
PRUDENTIAL FINANCIAL INC $19,602,654 101,975 0.38% Shares
SILVERCREST ASSET MANAGEMENT GROUP LLC $19,102,664 99,374 0.37% Shares
ENVESTNET ASSET MANAGEMENT INC $18,878,390 98,207 0.36% Shares
FIRST TRUST ADVISORS LP $17,936,453 93,307 0.35% Shares
NORGES BANK $17,606,538 91,591 0.34% Shares
LOOMIS SAYLES & CO L P $16,422,786 85,433 0.32% Shares
FRANKLIN RESOURCES INC $16,326,478 84,932 0.31% Shares
RHUMBLINE ADVISERS $16,029,650 83,388 0.31% Shares
Balyasny Asset Management L.P. $15,272,097 79,447 0.29% Shares
Simcoe Capital Management, LLC $15,158,297 78,855 0.29% Shares
WEDGE CAPITAL MANAGEMENT L L P/NC $14,633,940 89,264 0.28% Shares
AMERIPRISE FINANCIAL INC $14,501,774 75,440 0.28% Shares
Russell Investments Group, Ltd. $13,920,208 72,413 0.27% Shares
UBS Group AG $13,513,384 70,298 0.26% Shares
California Public Employees Retirement System $12,573,380 65,408 0.24% Shares

Show all 450 institutional owners →

Activists & 5%+ owners 3 positions

18

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
Matson, Inc., Matson Navigation Company, Inc. Nov. 12, 2014 · Initial filing M&A / sale SEC
Pershing Square Capital Management, L.P., PS Management GP, LLC, Pershing Square GP, LLC, William A. Ackman ×3 filings Dec. 14, 2011 · Initial filing · SEC
Breeden Capital Management LLC, Breeden Partners (California) L.P., Breeden Partners (California) II L.P., Breeden Partners L.P., Breeden Partners Holdco Ltd., Breeden Partners (Cayman) Ltd., Breeden Capital Partners LLC, Richard C. Breeden ×2 filings Dec. 16, 2008 · 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.

Company insiders 58 insiders · 22 officers · 9 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Matthew J Cox Chairman & CEO Sept. 29, 2026 S 219,296 0 19 $-10,286,743
Christopher J Benjamin President, A&B Land Group May 25, 2012 M 46,839 0 0 $0
Jennifer C. Tungul Senior Vice President Aug. 28, 2026 F 5,775 0 2 $-183,868
Vic S Angoco Jr Executive Vice President Aug. 28, 2026 F 12,427 0 4 $-1,533,888
Christopher A Scott EVP & Chief Commercial Officer Aug. 19, 2026 S 9,354 0 4 $-1,391,394
Peter T Heilmann EVP, Chief Admin. Officer & GC Aug. 19, 2026 S 20,506 0 3 $-4,544,233
Jerome James Holland EVP July 1, 2026 F 5,310 0 0 $0
Laura L Rascon Senior Vice President June 8, 2026 S 15,656 0 7 $-794,877
David L Hoppes Senior Vice President Jan. 29, 2015 F 10,839 0 0 $0
Kevin C O'Rourke SVP & Chief Legal Officer Feb. 28, 2014 F 15,269 0 0 $0
Son-Jai Paik Vice President Human Resources March 16, 2012 S 5,332 0 0 $0
Nelson N S Chun Sr. Vice Pres. & CLO March 14, 2012 M 0 0 0 $0
Wendy M Ludwig Vice President Jan. 28, 2012 F 6,437 0 0 $0
Paul K Ito Vice President and Controller Jan. 28, 2012 F 14,720 0 0 $0
Alyson J Nakamura Corporate Secretary Jan. 26, 2011 A 4,704 0 0 $0
Kevin L Halloran Vice President June 27, 2009 F 5,467 0 0 $0
James S Andrasick Chair of wholly-owned subsid. Feb. 25, 2009 F 127,921 0 0 $0
Ruthann S Yamanaka Vice President May 12, 2006 D 2,920 0 0 $0
Thomas A Wellman VP, Treasurer & Controller May 1, 2006 D 11,467 0 0 $0
John F Gasher Vice President June 28, 2004 M 3,385 0 0 $0
Bradley C Mulholland Director, Vice Chrmn of Sub. Dec. 16, 2003 M 118,564 0 0 $0
Michael J Marks Vice Pres. and General Counsel Aug. 19, 2003 M 44,781 0 0 $0
Stanley M Kuriyama Director June 9, 2026 G 49,626 0 0 $0
Allen W Doane JR Director May 25, 2012 S 45,917 0 0 $0
Charles G King Director May 11, 2012 A 26,757 0 0 $0
Douglas M Pasquale Director May 11, 2012 A 20,525 0 0 $0
Maryanna G Shaw Director April 29, 2010 A 257,929 0 0 $0
Carson R Mckissick Director March 27, 2006 M 10,600 0 0 $0
Charles M Stockholm Director Jan. 17, 2006 A 17,046 0 0 $0
Jason Lee Taylor · Aug. 13, 2026 S 9,377 0 3 $-1,227,641
Leonard P Isotoff · Aug. 11, 2026 S 6,527 0 2 $-508,355
Kuuhaku T Park · Aug. 11, 2026 S 9,984 0 3 $-998,545
John Warren Sullivan · Aug. 11, 2026 S 7,630 0 3 $-1,483,642
Grace M Cerocke · May 28, 2026 S 17,986 0 1 $-220,284
Bradley D Tilden · May 8, 2026 S 7,555 0 1 $-289,869
Jenai S Wall · April 23, 2026 A 18,122 0 0 $0
Mark H Fukunaga · April 23, 2026 A 30,077 0 0 $0
Meredith J Ching · April 23, 2026 A 35,700 0 0 $0
Constance H Lau · April 23, 2026 A 76,594 0 0 $0
John P Lauer · March 5, 2026 S 23,738 0 1 $-1,429,216
Richard S Kinney · March 3, 2026 S 6,746 0 1 $-863,797
Kevin L Stuck · March 3, 2026 S 2,331 0 1 $-421,710
Joel M Wine · March 3, 2026 G 106,547 0 0 $0
Qiang Gao · Jan. 25, 2026 F 16,356 0 0 $0
Rusty K Rolfe · Jan. 26, 2025 F 26,827 0 0 $0
Thomas B Fargo · Feb. 26, 2024 S 27,615 0 0 $0
Branton B Dreyfus · Feb. 27, 2022 F 17,411 0 0 $0
Ronald J Forest · Jan. 27, 2022 F 42,654 0 0 $0
Blake W Baird · Nov. 12, 2019 S 14,142 0 0 $0
Michael J Chun · March 8, 2019 S 52,231 0 0 $0
Kenneth J Gill · Jan. 27, 2019 F 11,513 0 0 $0
Jeffrey N Watanabe · Feb. 27, 2018 S 27,479 0 0 $0
Dale B Hendler · Jan. 28, 2018 F 39,169 0 0 $0
Walter A Dods JR · April 28, 2016 A 142,144 0 0 $0
Norbert M Buelsing · Feb. 10, 2011 M 55,400 0 0 $0
Stephen G Holaday · Jan. 30, 2008 A 68,795 0 0 $0
John B Kelley · Nov. 12, 2004 M 0 0 0 $0
Leo E Denlea JR · Jan. 15, 2004 A 300 0 0 $0

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

ETF ownership Held by 70 ETFs

20

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
NEWZ · EA Series Trust 3.19% 3,077 NS July 31, 2026 N-PORT
PRN · Invesco Exchange-Traded Fund Trust 2.54% 40,638 SH Oct. 2, 2026 Daily
PSCI · Invesco Exchange-Traded Fund Trust … 2.20% 26,131 SH Oct. 2, 2026 Daily
XSMO · Invesco Exchange-Traded Fund Trust 1.71% 218,825 SH Oct. 2, 2026 Daily
XSHQ · Invesco Exchange-Traded Fund Trust … 1.40% 17,939 SH Oct. 2, 2026 Daily
MYLD · Cambria ETF Trust 0.99% 1,652 NS July 31, 2026 N-PORT
SYLD · Cambria ETF Trust 0.98% 47,918 NS July 31, 2026 N-PORT
IYT · iShares Trust 0.91% 80,791 SH Sept. 11, 2026 Daily
VAMO · Cambria ETF Trust 0.90% 4,822 NS July 31, 2026 N-PORT
VIOV · VANGUARD ADMIRAL FUNDS 0.62% 64,216 SH Aug. 19, 2026 Daily
FNK · First Trust Exchange-Traded AlphaDE… 0.60% 6,742 NS July 31, 2026 N-PORT
DWAS · Invesco Exchange-Traded Fund Trust … 0.55% 9,940 SH Oct. 2, 2026 Daily
QIDX · Spinnaker ETF Series 0.54% 1,035 NS July 31, 2026 N-PORT
EBIT · Harbor ETF Trust 0.49% 291 NS July 31, 2026 N-PORT
OMFS · Invesco Exchange-Traded Self-Indexe… 0.45% 5,323 SH Oct. 2, 2026 Daily
QVMS · Invesco Exchange-Traded Fund Trust … 0.43% 4,529 SH Oct. 2, 2026 Daily
ROSC · Lattice Strategies Trust 0.41% 1,243 NS July 31, 2026 N-PORT
DFSV · Dimensional ETF Trust 0.40% 162,881 NS July 31, 2026 N-PORT
RZV · Invesco Exchange-Traded Fund Trust 0.40% 4,936 SH Oct. 2, 2026 Daily
FNX · First Trust Exchange-Traded AlphaDE… 0.39% 26,791 NS July 31, 2026 N-PORT
VTWV · VANGUARD SCOTTSDALE FUNDS 0.37% 26,570 SH Aug. 19, 2026 Daily
TPOR · Direxion Shares ETF Trust 0.35% 301 NS July 31, 2026 N-PORT
SHPP · Pacer Funds Trust 0.31% 32 NS July 31, 2026 N-PORT
JPSE · J.P. Morgan Exchange-Traded Fund Tr… 0.31% 9,086 NS July 31, 2026 N-PORT
VIOO · VANGUARD ADMIRAL FUNDS 0.31% 105,805 SH Aug. 19, 2026 Daily
DFAT · Dimensional ETF Trust 0.29% 207,359 NS July 31, 2026 N-PORT
BKSE · BNY Mellon ETF Trust 0.26% 1,117 NS July 31, 2026 N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0.23% 8,026 NS July 31, 2026 N-PORT
IWM · iShares Trust 0.23% 782,769 SH Sept. 11, 2026 Daily
RWJ · Invesco Exchange-Traded Fund Trust … 0.22% 19,375 SH Oct. 2, 2026 Daily
PKW · Invesco Exchange-Traded Fund Trust 0.20% 15,240 SH Oct. 2, 2026 Daily
RSSL · Global X Funds 0.20% 14,596 NS July 31, 2026 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0.18% 175,444 SH Aug. 19, 2026 Daily
FAB · First Trust Exchange-Traded AlphaDE… 0.18% 1,492 NS July 31, 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0.14% 17,906 NS July 31, 2026 N-PORT
DFAS · Dimensional ETF Trust 0.14% 107,178 NS July 31, 2026 N-PORT
SMDX · Tidal Trust III 0.13% 850 NS July 31, 2026 N-PORT
ISCG · iShares Trust 0.13% 5,425 SH Sept. 11, 2026 Daily
VBR · VANGUARD INDEX FUNDS 0.12% 418,471 SH Aug. 19, 2026 Daily
VIS · VANGUARD WORLD FUND 0.08% 36,982 SH Aug. 19, 2026 Daily
VXF · VANGUARD INDEX FUNDS 0.07% 346,879 SH Aug. 19, 2026 Daily
VB · VANGUARD INDEX FUNDS 0.07% 659,284 SH Aug. 19, 2026 Daily
ESML · iShares Trust 0.06% 7,785 SH Sept. 11, 2026 Daily
TILT · FlexShares Trust 0.06% 6,323 NS July 31, 2026 N-PORT
VFMF · VANGUARD WELLINGTON FUND 0.04% 1,302 SH Aug. 19, 2026 Daily
DXUV · Dimensional ETF Trust 0.04% 971 NS July 31, 2026 N-PORT
DFUV · Dimensional ETF Trust 0.04% 26,943 NS July 31, 2026 N-PORT
PRF · Invesco Exchange-Traded Fund Trust 0.03% 13,469 SH Oct. 2, 2026 Daily
VIG · VANGUARD SPECIALIZED FUNDS 0.03% 170,974 SH Aug. 19, 2026 Daily
DFAC · Dimensional ETF Trust 0.03% 64,968 NS July 31, 2026 N-PORT
PFM · Invesco Exchange-Traded Fund Trust 0.03% 861 SH Oct. 2, 2026 Daily
FIDU · FIDELITY COVINGTON TRUST 0.02% 2,545 NS July 31, 2026 N-PORT
DCOR · Dimensional ETF Trust 0.02% 2,711 NS July 31, 2026 N-PORT
WSML · iShares Trust 0.01% 394 SH Sept. 11, 2026 Daily
DFAU · Dimensional ETF Trust 0.01% 6,998 NS July 31, 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0.01% 912,813 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.01% 2,531 SH Aug. 19, 2026 Daily
IWV · iShares Trust 0.01% 8,484 SH Sept. 11, 2026 Daily
ITOT · iShares Trust 0.01% 39,343 SH Sept. 11, 2026 Daily
DFUS · Dimensional ETF Trust 0.01% 8,973 NS July 31, 2026 N-PORT
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.00% 4,666 SH Aug. 19, 2026 Daily
ESGV · VANGUARD WORLD FUND 0.00% 1,506 SH Aug. 19, 2026 Daily
IJR · iShares Trust · 1,846,766 SH Sept. 10, 2026 Daily
IJS · iShares Trust · 269,904 SH Sept. 8, 2026 Daily
IWN · iShares Trust · 286,527 SH Sept. 11, 2026 Daily
XJR · iShares Trust · 4,186 SH Aug. 31, 2026 Daily
SVAL · iShares Trust · 3,490 SH Sept. 3, 2026 Daily
ISCB · iShares Trust · 1,333 SH Sept. 11, 2026 Daily
ISCV · iShares Trust · 2,803 SH Sept. 11, 2026 Daily
SMLF · iShares Trust · 39,031 SH Sept. 11, 2026 Daily

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

21
rating · 10 analysts BUY
Median target $260.00 +12.5%
4 40.0% Strong Buy
5 50.0% Buy
1 10.0% Hold
0 0.0% Sell
0 0.0% Strong Sell

12-Month Price Target

4 analysts · 2026-10-03

Mean target $261.25 +13.0%

← Below all targets Current price $231.11
Low$255.00 Mean$261.25 High$270.00

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

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
MATX $3.76B 8.9 -2.3% 13.3% 16.5% ·
KEX · 17.4 3.0% 10.5% 10.5% ·
GNK · -184.3 -19.1% · · ·
PANL $447M 22.9 17.8% 3.1% 4.5% ·
QNME · · 111.8% -162.1% -98.9% 56.7%
QNME · · 111.8% -162.1% -98.9% 56.7%

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

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Source: SEC 10-Q filed Aug 4, 2026