Inside the research
Matson, Inc.
MATX Research profile · latest available data
Price overview
$224.66
▼ -0.16 (-0.1%)
| 52w hi | $238.60 |
|---|---|
| 52w lo | $87.23 |
| Vol | 264.80K |
| As of | 25 Sep 2026 |
The Verdict
Our score +0.62
| Short | +0.61 |
|---|---|
| Medium | +0.63 |
| Long | +0.61 |
computed 2026-09-27
Key fundamentals
Matson, Inc.
Industrials · Marine Shipping
| Market cap | $6.72B |
|---|---|
| Enterprise value | $7.32B |
| Trailing P/E | 15.15x |
| Forward P/E | 13.45x |
| EV / EBITDA | 10.84x |
| P / S (ttm) | 1.94x |
| Profit margin | 13.4% |
| Return on equity | 17.2% |
| Revenue growth | +16.7% |
| Earnings growth | +46.2% |
| Debt / equity | 25.83 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.41 | |
| Sector | -0.01 | |
| Technical | +0.45 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business overview
Matson, Inc., together with its subsidiaries, engages in the provision of ocean transportation and logistics services. It operates through two segments, Ocean Transportation and Logistics. The company offers ocean freight transportation services to the domestic non-contiguous economies of Hawaii, Alaska and Guam, and to other island economies in Micronesia; and transports dry containers of mixed commodities, refrigerated commodities, food products, beverages, building materials, automobiles, household goods, livestock, seafood, general sustenance cargo, e-commerce related goods, garments, consumer electronics, footwear, retail merchandise, and other merchandise. It also operates an expedited service from China to Long Beach, California, and various islands in the South Pacific, as well as Okinawa, Japan; and provides stevedoring, refrigerated cargo, inland transportation, container equipment maintenance, and other terminal services on the Hawaiian islands of Oahu, Hawaii, Maui, and Kauai, as well as in the Alaska terminal locations of Anchorage, Kodiak, and Dutch Harbor. In addition, the company provides multimodal transportation brokerage of domestic and international rail intermodal, long-haul and regional highway trucking, specialized hauling, flat-bed and project, less-than-truckload (LCL), and expedited freight services; LCL consolidation and freight forwarding services; warehousing, trans-loading, value-added packaging and distribution services; purchase order management, booking services, and non-vessel operating common carrier freight forwarding services. It serves the U.S. military, freight forwarders and non-vessel owning common carriers, retailers and consumer goods manufacturers, and other customers. The company was formerly known as Alexander & Baldwin Holdings, Inc. and changed its name to Matson, Inc. in June 2012. Matson, Inc. was founded in 1882 and is headquartered in Honolulu, Hawaii.
Risk Metrics
| Beta vs SPX | 1.09 |
|---|---|
| Corr SPX | 0.43 |
| Annual vol | 40.4% |
| Annual ret | +33.6% |
| Sharpe | 0.83 |
| Max DD | -47.4% |
Window: 504 trading days (504 obs)
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-08-03 | Earnings Release, Exhibits | read |
| 2026-07-15 | Earnings Release, Exhibits | read |
| 2026-05-04 | Earnings Release, Exhibits | read |
| 2026-04-27 | Shareholder Vote | read |
| 2026-04-24 | Reg FD Disclosure, Exhibits | read |
| 2026-03-12 | Officer / Director Change, Exhibits | read |
| 2026-02-24 | Earnings Release, Exhibits | read |
| 2026-01-15 | Earnings Release, Exhibits | read |
| 2025-11-18 | Reg FD Disclosure, Exhibits | read |
| 2025-11-04 | Earnings Release, Exhibits | read |
| 2025-09-03 | Reg FD Disclosure, Exhibits | read |
| 2025-07-31 | Earnings Release, Exhibits | read |
Flow & Concentration
| Insider 180d net | $0 |
|---|---|
| Insider buys / sells | 0 / 0 |
| Insider bias | Neutral |
| 13F holders | 8 |
| Top-5 share | 96.8% |
| HHI | 3,552 (concentrated) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| State Street Corp | $232.25M | 1.21M |
| Fidelity / FMR LLC | $88.62M | 461.03K |
| Millennium Management | $60.31M | 313.75K |
| Citadel Advisors | $23.61M | 122.81K |
| Capital Research / Capital World | $13.51M | 70.30K |
| AQR Capital Management | $9.53M | 49.58K |
| Bridgewater Associates | $4.09M | 21.25K |
| T. Rowe Price Group | $8.49K | 44.17K |
As of 2026-06-30
Dividends
| Yield (TTM) | 0.48% |
|---|---|
| $ / share (TTM) | $1.08 |
| 5y CAGR | +9.2% |
Annual dividend per share
| 2021 | $1.06 |
|---|---|
| 2022 | $1.22 |
| 2023 | $1.26 |
| 2024 | $1.32 |
| 2025 | $1.40 |
| 2026 | $0.72 |
SEC Filings
The Long Run
FY 2010–2025 · 16 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $3.34B | +3.9% | |
| Operating income | $342.80M | +6.0% | |
| Net income | $297.10M | +13.6% | |
| Cash from ops | $547.10M | +13.8% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $224.50 | $225.91 | $222.76 | $224.66 | 264.80K |
| Sep 24 | $221.91 | $229.20 | $221.91 | $224.82 | 347.00K |
| Sep 23 | $226.01 | $227.90 | $220.79 | $221.91 | 235.00K |
| Sep 22 | $234.13 | $236.40 | $224.28 | $226.78 | 359.60K |
| Sep 21 | $235.25 | $236.20 | $227.73 | $234.72 | 296.40K |
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