MATX Matson, Inc.
Last updated: May 11, 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. Q1 2026: $67M, Q3 2025: $47M, Q2 2025: $73M, Q1 2025: $47M
Execution Acceleration
Is the most recent quarter's buyback spend more than 15% above the trailing average?
Latest quarter $67M vs trailing avg $56M (+20%)
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?
3 open-market purchases by 1 insiders
- TILDEN BRADLEY D () bought 2,752 shares at $111.76 on 2025-05-29
- TILDEN BRADLEY D () bought 2,273 shares at $113.24 on 2025-05-12
- TILDEN BRADLEY D () bought 376 shares at $114.47 on 2025-05-12
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.
Company buybacks in 4 quarters and 3 insider purchases by 1 insiders (no calendar overlap, but both independently active)
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 14.1x more than bought. 11 C-suite officers among sellers
- Scott Christopher A (Senior Vice President) sold 2,509 shares on 2026-03-11
- Tungul Jennifer C. (Senior Vice President) sold 654 shares on 2026-03-09
- Sullivan John Warren (Senior Vice President) sold 3,255 shares on 2026-03-09
- Lauer John P (EVP & Chief Commercial Officer) sold 8,603 shares on 2026-03-05
- Kinney Richard S (Senior Vice President) sold 5,225 shares on 2026-03-03
- Isotoff Leonard P (Senior Vice President) sold 1,500 shares on 2026-03-03
- Angoco Vic S Jr (Executive Vice President) sold 6,189 shares on 2026-03-03
- Rascon Laura L (Senior Vice President) sold 1,000 shares on 2026-03-03
- Park Kuuhaku T (Senior Vice President) sold 2,000 shares on 2026-03-03
- Taylor Jason Lee (Senior Vice President) sold 3,026 shares on 2026-03-03