Matsons (MATX)

• Market cap: $4.75B
• 1 day: 0.06%
• 5 days: 0.27%
• 1 month: 3.18%
• 3 months: -6.38%
• 6 months: 6.86%
• Year to date: 3.69%
• 1 year: 25.13%
• 5 years: 276.85%
• 10 years: 280.26%
• Sector: Industrials
• Industry: Water Transportation

About: Matson Inc is engaged in providing ocean transportation and logistics services. The business segments of the company are Ocean Transportation which provides ocean freight transportation services to the domestic non-contiguous economies of Hawaii, Alaska, California, Okinawa, and different islands in the South Pacific, and Logistics segment which offers long haul and regional highway trucking services, warehousing and distribution services, supply chain management, and freight forwarding services. The firm generates the majority of its revenue from Ocean Transportation segment.

Employees: 4,315

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

16% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 51

1.39% more ownership

Funds ownership: 83.78% [Q3] → 85.16% (+1.39%) [Q4]

10% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 122

1% less funds holding

Funds holding: 383 [Q3] → 381 (-2) [Q4]

5% less capital invested

Capital invested by funds: $4.01B [Q3] → $3.82B (-$187M) [Q4]

33% less funds holding in top 10

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

Research analyst outlook

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

• Low target: $165 15% upside
• Avg. target: $165 15% upside
• High target: $165 15% upside

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

Stephens & Co. Daniel Imbro 43% 1-year accuracy 12 / 28 met price target

15% upside $165

Overweight Reiterated

2 Jan 2025