Event-Driven Stocks

Matson, Inc.

MATX

Other · Large accelerated filer · SEC filings ↗ · Compare ⊕

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Signs4 good1 warning1 severedetails ↓

Financials

SEC XBRL · annual
 FY25FY24FY23FY22FY21FY20
Revenue$3.34B$3.42B$3.09B$4.34B$3.93B$2.38B
Operating income$499.8M$551.3M$342.8M$1.35B$1.19B$280.3M
Net income$444.8M$476.4M$297.1M$1.06B$927.4M$193.1M
Total assets$4.64B$4.60B$4.29B$4.33B$3.69B$2.90B
Total liabilities
Equity$2.76B$2.65B$2.40B$2.30B$1.67B$961.2M
EPS (diluted)$13.81$13.93$8.32$27.07$21.47$4.44
Shares out.32.9M34.5M36.1M40.9M43.4M43.0M

Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.

Key ratios

from filings · FY2025
Operating margin
14.9%
Net margin
13.3%
Return on equity
16.1%
Return on assets
9.6%
Return on capital (ROCE)
12.2%
Liabilities / assets
Debt / equity
Book value / share
$83.95
Revenue growth (YoY)
−2.3%
Net income growth (YoY)
−6.6%

Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.

Financial health

forensic scores · FY2025
Accruals / assets
2.2%clean
Piotroski F-Score
4/8mixed

Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.

Quality score

EDS Score
57
/ 100
Profitability 100Growth 0Catalyst 33Earnings quality 100Financial strength 50

Our own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast. What these scores mean →

Signs

1 severe1 warning4 good
  • Filed a late-filing notice (Form NT) — missed an SEC deadline
  • Revenue declined year-over-year
  • Operating margin is positive
  • Strong return on equity (>15%)
  • Positive operating cash flow
  • Clean earnings (low accruals)

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

Risk flags

late SEC filings

A Form NT means the company notified the SEC it would file a periodic report late — often an accounting, audit or liquidity warning sign. Also search SEC enforcement actions for this company.

5%+ owners

SEC Schedule 13D / 13G · last 3 yrs

Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.

Insider transactions

SEC Form 4 · most recent
3 acquisitions9 disposalsnet 19,906 shares · last 12
InsiderDateTypeSharesPrice
Cerocke Grace MOfficer — Senior Vice PresidentMay 28, 2026Sell1,200$183.57
Scott Christopher AOfficer — Senior Vice PresidentMay 20, 2026Sell1,520$181.05
Taylor Jason LeeOfficer — Senior Vice PresidentMay 14, 2026Sell1,650$182.24
Rascon Laura LOfficer — Senior Vice PresidentMay 14, 2026Sell540$180.83
Park Kuuhaku TOfficer — Senior Vice PresidentMay 12, 2026Sell2,500$180.19
Heilmann Peter TOfficer — EVP, Chief Admin. Officer &amp; GCMay 12, 2026Sell7,173$180.19
Scott Christopher AOfficer — Senior Vice PresidentMay 8, 2026Sell3,305$180.14
Sullivan John WarrenOfficer — Senior Vice PresidentMay 8, 2026Sell3,331$180.14
Tilden Bradley DDirectorMay 8, 2026Sell1,594$181.85
Wall Jenai SDirectorApr 23, 2026Grant969$0.00
Tilden Bradley DDirectorApr 23, 2026Grant969$0.00
Lau Constance HDirectorApr 23, 2026Grant969$0.00

Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.

Short interest

FINRA · bi-monthly
SettlementShares shortDays to coverΔ vs prior
May 15, 2026895,6643.7-2.3%
Apr 30, 2026916,6463.9-5.7%
Apr 15, 2026971,9224.5+4.5%
Mar 31, 2026930,2783.0-11.6%
Mar 13, 20261.1M2.9-3.1%

Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.

Material events

SEC Form 8-K · most recent

Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.

Recent SEC filings

All filings ↗
  • 4May 29, 2026
  • 144May 28, 2026
  • 4May 21, 2026
  • 144May 20, 2026
  • 4May 15, 2026
  • 4May 15, 2026
  • 4May 14, 2026
  • 4May 14, 2026
  • 144May 14, 2026
  • 144May 14, 2026
  • 144May 12, 2026
  • 144May 12, 2026
  • 4May 11, 2026
  • 4May 11, 2026
  • 4May 11, 2026

Event-driven situations (1)

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