Matson, Inc. (MATX) Reports Strong Q4 Outlook with $145 Million Income Projection for 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 15 2026
0mins
Source: Benzinga
- Q4 Income Expectations: Matson anticipates its fourth-quarter consolidated operating income to range between $135 million and $145 million, with net income and diluted EPS projected at $131.3 million to $146.3 million and $4.22 to $4.70, indicating strong performance in a stable trading environment.
- Favorable Market Conditions: Matson's stock rose 2.33% amid broader market gains, reflecting investor confidence in the company's future growth, particularly driven by strong U.S. consumer demand.
- Demand in China: The company's China service exceeded expectations in Q4, benefiting from robust e-commerce and goods demand, further solidifying its competitive position in the Transpacific trade lane, which is expected to drive future revenue growth.
- Analyst Rating Upgrades: Several analysts have upgraded Matson's rating, with Wolfe Research raising it to “Outperform” with a target price of $142, indicating a positive outlook for the company's future performance.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy MATX?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on MATX
Wall Street analysts forecast MATX stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for MATX is 167.00 USD with a low forecast of 167.00 USD and a high forecast of 167.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
1 Analyst Rating
1 Buy
0 Hold
0 Sell
Moderate Buy
Current: 161.270
Low
167.00
Averages
167.00
High
167.00
Current: 161.270
Low
167.00
Averages
167.00
High
167.00
About MATX
Matson, Inc. is a provider of ocean transportation and logistics services. The Company's segments include Ocean Transportation and Logistics. The Ocean Transportation business is conducted through Matson Navigation Company, Inc. (MatNav), which provides a vital lifeline of ocean freight transportation services to the domestic non-contiguous economies of Hawaii, Alaska and Guam, and to other island economies in Micronesia. MatNav also operates premium, expedited services from China to Long Beach, California, provides services to Okinawa, Japan and various islands in the South Pacific, and operates an international export service from Alaska to Asia. The Logistics business is conducted through Matson Logistics, Inc. (Matson Logistics), a wholly owned subsidiary of MatNav. Matson Logistics provides a variety of logistics services to its customers, such as transportation brokerage services, freight forwarding services, warehousing services and supply chain management services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Matson, Inc. Declares Q1 Dividend of $0.36 Per Share
- Q1 Dividend Announcement: Matson, Inc. has declared a first-quarter dividend of $0.36 per share for 2026, payable on March 5, 2026, reflecting the company's ongoing profitability and commitment to shareholder returns.
- Shareholder Record Date: All shareholders of record as of the close of business on February 5, 2026, will be eligible for this dividend, ensuring strong relations with investors and boosting market confidence.
- Company Background: Founded in 1882, Matson is a leading provider of ocean transportation and logistics services in the U.S. Pacific, focusing on vital freight services to non-contiguous economies like Hawaii, Alaska, and Guam, highlighting its significance in the regional market.
- Logistics Network Expansion: Since its establishment in 1987, Matson Logistics has extended the company's transportation network, offering integrated services such as rail intermodal, warehousing, and supply chain management, further solidifying its market position in North America and Asia.
Continue Reading
Matson (MATX) Declares $0.36 Quarterly Dividend with 0.9% Yield
- Quarterly Dividend Announcement: Matson has declared a quarterly dividend of $0.36 per share, consistent with previous distributions, indicating the company's ongoing ability to maintain stable cash flows despite market fluctuations.
- Dividend Payment Schedule: The dividend will be payable on March 5, with a record date of February 5 and an ex-dividend date also on February 5, ensuring shareholders receive timely returns and bolstering investor confidence.
- Future Earnings Outlook: Matson expects its Q4 earnings per share to range between $4.22 and $4.70, reflecting the company's profitability and adaptability in the face of market challenges.
- Operating Income Decline: With tariff uncertainties easing following a trade deal, Matson anticipates a 30% decrease in Q4 operating income, which may impact short-term stock performance but lays a foundation for future market stability.
Continue Reading