MATX Matson, Inc.
Last updated: Aug 16, 2026
Execution Consistency
Did the company actually spend money buying back stock in 3+ of the last 4 quarters?
Bought back stock in 4/4 quarters. Q2 2026: $94M, Q1 2026: $67M, Q3 2025: $47M, Q2 2025: $73M
Execution Acceleration
Is the most recent quarter's buyback spend more than 15% above the trailing average?
Latest quarter $94M vs trailing avg $62M (+50%)
Buyback vs FCF
What percentage of free cash flow is going to buybacks? Bull: 30%+. Bear: negative FCF or no buybacks.
Missing buyback or cash flow data
Buyback Intensity
How fast are they shrinking the float? Bull: 2%+ annually. Bear: under 0.5%.
Missing shares repurchased or outstanding data
Insider Buying
Are officers and directors buying stock with their own money on the open market?
No insider open-market purchases in the last 12 months
Insider-Buyback Convergence
Are both company buybacks and insider buying independently active? Bull when the company is buying back stock in 2+ quarters and insiders have made 2+ open-market purchases.
Need both buyback and insider purchase data
Insider Net Direction
Over the last 90 days, are insiders net buyers or net sellers on the open market?
Insiders bought $0M, sold $8M in the last 90 days (net selling)
Red Flag
Active buyback + insiders net selling 3x+ more than buying. Company cash may be supporting price while insiders exit.
Company buying back stock while insiders sold 20028803.1x more than bought. 13 C-suite officers among sellers
- Taylor Jason Lee (Senior Vice President) sold 1,961 shares on 2026-08-13
- Sullivan John Warren (Senior Vice President) sold 1,917 shares on 2026-08-11
- Tungul Jennifer C. (Senior Vice President) sold 402 shares on 2026-08-11
- Park Kuuhaku T (Senior Vice President) sold 1,000 shares on 2026-08-11
- Isotoff Leonard P (Senior Vice President) sold 1,250 shares on 2026-08-11
- COX MATTHEW J (Chairman & CEO) sold 348 shares on 2026-07-29
- COX MATTHEW J (Chairman & CEO) sold 1,163 shares on 2026-07-29
- COX MATTHEW J (Chairman & CEO) sold 1,172 shares on 2026-07-29
- COX MATTHEW J (Chairman & CEO) sold 7,317 shares on 2026-07-29
- COX MATTHEW J (Chairman & CEO) sold 2,747 shares on 2026-06-29