Matsons (MATX)

• Market cap: $4.31B
• 1 day: 2.36%
• 5 days: -0.84%
• 1 month: -6.39%
• 3 months: -4.81%
• 6 months: -7.02%
• Year to date: -4.81%
• 1 year: 17.83%
• 5 years: 367.70%
• 10 years: 212.73%
• Sector: Industrials
• Industry: Water Transportation

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

58% more call options, than puts

Call options by funds: $4.1M | Put options by funds: $2.59M

25% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 51

14% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 121

2% more funds holding

Funds holding: 383 [Q3] → 390 (+7) [Q4]

1.53% more ownership

Funds ownership: 83.77% [Q3] → 85.3% (+1.53%) [Q4]

5% less capital invested

Capital invested by funds: $4.01B [Q3] → $3.82B (-$181M) [Q4]

33% less funds holding in top 10

Funds holding in top 10: 3 [Q3] → 2 (-1) [Q4]

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $160 22% upside
• Avg. target: $168 28% upside
• High target: $175 33% upside

2 analyst ratings

• positive: 1 50%
• neutral: 1 50%
• negative: 0 0%

Stifel Benjamin Nolan 33% 1-year accuracy 14 / 42 met price target	22% upside $160	Hold Maintained	26 Feb 2025
Stephens & Co. Daniel Imbro 16% 1-year accuracy 5 / 32 met price target	33% upside $175	Overweight Maintained	26 Feb 2025