Mattel, Inc.

Report azionario NasdaqGS:MAT

Capitalizzazione di mercato: US$4.3b

Mattel Gestione

Criteri Gestione verificati 3/4

Mattel Il CEO è Ynon Kreiz, nominato in Apr2018, e ha un mandato di 8.08 anni. la retribuzione annua totale è $ 15.06M, composta da 10.6% di stipendio e 89.4% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.63% delle azioni della società, per un valore di $ 26.75M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 4.1 anni e 7.7 anni.

Informazioni chiave

Ynon Kreiz

Amministratore delegato

US$15.1m

Compenso totale

Percentuale dello stipendio del CEO10.62%
Mandato del CEO8.1yrs
Proprietà del CEO0.6%
Durata media del management4.1yrs
Durata media del Consiglio di amministrazione7.7yrs

Aggiornamenti recenti sulla gestione

Recent updates

Mattel: Lackluster Execution Limits Upside (Rating Downgrade)

Apr 30

MAT: 2026 Spending And Tariff Relief Will Shape Content Option Upside

Analysts have trimmed their average price targets for Mattel by a few dollars, reflecting a mix of cautious views around 2026 investment spending and recent target cuts, along with supportive commentary on potential EPS tailwinds from lower tariffs, new content and entertainment optionality. Analyst Commentary Street research around Mattel has become more mixed, with several firms cutting price targets or shifting to a more cautious stance even as others see upside tied to content, entertainment options and potential tariff related EPS support.

MAT: Content And Entertainment Expansion Will Drive Stronger Long-Term Outlook

Mattel's updated analyst price target shows a modest adjustment around $27, as analysts balance recent target cuts with expectations that investments for 2026, potential tariff tailwinds, and content and entertainment initiatives could influence earnings power over time. Analyst Commentary Recent Street research on Mattel shows a mix of target cuts and fresh initiations, with some firms highlighting potential earnings support from 2026 investment spending, lower tariffs, and new content and entertainment efforts.

MAT: 2026 Investment Spend And Tariff Relief Will Shape Balanced Upside

Analysts have modestly adjusted their price expectations for Mattel, with recent targets ranging from $17 to $30, as they weigh a 2026 investment year against potential catalysts in content, entertainment tie ins, and possible tariff relief. Analyst Commentary Recent research on Mattel reflects a mix of optimism around long term growth initiatives and caution around near term execution and spending plans, especially as 2026 is framed as an investment year.

MAT: Content And Gaming Expansion Will Drive Stronger Long-Term Outlook

The analyst price target for Mattel has shifted from a fair value estimate of $29 to about $27.16, as analysts weigh higher assumed revenue growth and a slightly richer future P/E against lower projected profit margins, a modestly higher discount rate, and a recent mix of cautious and supportive research views around 2026 investment spending, content opportunities, and tariff related EPS tailwinds. Analyst Commentary Recent Street commentary around Mattel reflects a mix of optimism and caution, with several Bullish analysts pointing to potential upside tied to content, new growth initiatives, and possible tariff related EPS benefits, while others highlight uncertainties around 2026 investment spending and the consumer backdrop for toys.

MAT: 2026 Execution And Macro Toy Demand Risks Will Limit Upside

Analysts have adjusted their price targets on Mattel in a mixed way, with some firms lifting targets toward $18 to $30 on product lineup strength and clearer growth initiatives, while others have trimmed estimates by $4 to $7 and moved to more cautious ratings, reflecting a more balanced view of risk and reward. Analyst Commentary Street research on Mattel has shifted toward a more balanced, and in some cases cautious, stance.

We Think You Can Look Beyond Mattel's (NASDAQ:MAT) Lackluster Earnings

Feb 17
We Think You Can Look Beyond Mattel's (NASDAQ:MAT) Lackluster Earnings

MAT: 2026 Toy Demand Headwinds And Execution Risks Will Restrain Upside

The analyst price target for Mattel has shifted from $20 to $14, as analysts factor in more cautious assumptions around growth, margins and valuation multiples following a series of recent downgrades and target cuts across the Street. Analyst Commentary Across the Street, recent research on Mattel has tilted more cautious, with several bearish analysts trimming price targets and flagging execution and growth risks that they feel are not fully reflected in the current share price.

MAT: Fair Outlook As 2026 Toy Demand And New Initiatives Shape Upside

Analysts have adjusted their price targets on Mattel in mixed fashion, including at least one increase to US$30 and one reaffirmed at US$21. This reflects a balance of views that hinges on progress in newer growth initiatives and caution around the toy market outlook into 2026.

MAT: Fair Outlook Balances New Initiatives With Toy Cycle Execution Risks

Analysts have raised their fair value estimate for Mattel from $17 to $20. They cite a higher assumed future P/E multiple and updated views on revenue growth, while balancing this with a higher discount rate and slightly lower profit margin expectations amid mixed recent rating and price target actions on the stock.

MAT: Expanded Digital And Licensing Platforms Will Drive Stronger Long-Term Outlook

Analysts have slightly raised their price target on Mattel to approximately $29 per share. This reflects modestly lower growth and margin expectations, offset by a higher anticipated future earnings multiple.

MAT: Digital And Licensing Expansion Will Drive Stronger Long-Term Outlook

Analysts have trimmed their price target on Mattel to $29 from $30, citing a higher perceived discount rate and a lower assumed future P/E multiple, which more than offset modestly stronger expectations for revenue growth and profit margins. What's in the News Mattel reiterated its 2025 guidance, expecting constant currency net sales growth of 1% to 3%, signaling steady underlying demand despite market volatility (company guidance).

Analysts Are Updating Their Mattel, Inc. (NASDAQ:MAT) Estimates After Its Second-Quarter Results

Aug 01
Analysts Are Updating Their Mattel, Inc. (NASDAQ:MAT) Estimates After Its Second-Quarter Results

Here's Why Mattel (NASDAQ:MAT) Can Manage Its Debt Responsibly

Jul 23
Here's Why Mattel (NASDAQ:MAT) Can Manage Its Debt Responsibly

Investors Will Want Mattel's (NASDAQ:MAT) Growth In ROCE To Persist

Jul 02
Investors Will Want Mattel's (NASDAQ:MAT) Growth In ROCE To Persist

There's No Escaping Mattel, Inc.'s (NASDAQ:MAT) Muted Earnings Despite A 34% Share Price Rise

May 21
There's No Escaping Mattel, Inc.'s (NASDAQ:MAT) Muted Earnings Despite A 34% Share Price Rise

Here's Why Mattel (NASDAQ:MAT) Can Manage Its Debt Responsibly

Apr 24
Here's Why Mattel (NASDAQ:MAT) Can Manage Its Debt Responsibly

Investors Don't See Light At End Of Mattel, Inc.'s (NASDAQ:MAT) Tunnel

Apr 06
Investors Don't See Light At End Of Mattel, Inc.'s (NASDAQ:MAT) Tunnel

We Like These Underlying Return On Capital Trends At Mattel (NASDAQ:MAT)

Mar 18
We Like These Underlying Return On Capital Trends At Mattel (NASDAQ:MAT)

Mattel Has Good Long-Term Outlook, But Is A Short-Term Hold

Mar 11

Is Mattel (NASDAQ:MAT) Using Too Much Debt?

Jan 13
Is Mattel (NASDAQ:MAT) Using Too Much Debt?

Mattel: Diversification Plan Moves Into Manga Comic Book Partnership With TokyoPop

Jan 11

Mattel, Inc.'s (NASDAQ:MAT) P/S Is On The Mark

Dec 11
Mattel, Inc.'s (NASDAQ:MAT) P/S Is On The Mark

Mattel (NASDAQ:MAT) Might Have The Makings Of A Multi-Bagger

Nov 26
Mattel (NASDAQ:MAT) Might Have The Makings Of A Multi-Bagger

Mattel: A Solid IP Treasure Trove Acquisition Candidate Hiding In Plain Sight

Oct 29

Mattel (NASDAQ:MAT) Has A Pretty Healthy Balance Sheet

Oct 11
Mattel (NASDAQ:MAT) Has A Pretty Healthy Balance Sheet

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Ynon Kreiz rispetto agli utili di Mattel?
DataCompenso totaleStipendioUtili della società
Mar 31 2026n/an/a

US$499m

Dec 31 2025US$15mUS$2m

US$398m

Sep 30 2025n/an/a

US$432m

Jun 30 2025n/an/a

US$526m

Mar 31 2025n/an/a

US$530m

Dec 31 2024US$38mUS$2m

US$542m

Sep 30 2024n/an/a

US$548m

Jun 30 2024n/an/a

US$322m

Mar 31 2024n/an/a

US$293m

Dec 31 2023US$19mUS$2m

US$214m

Sep 30 2023n/an/a

US$83m

Jun 30 2023n/an/a

US$227m

Mar 31 2023n/an/a

US$266m

Dec 31 2022US$12mUS$2m

US$394m

Sep 30 2022n/an/a

US$604m

Jun 30 2022n/an/a

US$1b

Mar 31 2022n/an/a

US$1b

Dec 31 2021US$16mUS$2m

US$903m

Sep 30 2021n/an/a

US$806m

Jun 30 2021n/an/a

US$322m

Mar 31 2021n/an/a

US$217m

Dec 31 2020US$16mUS$2m

US$124m

Sep 30 2020n/an/a

-US$5m

Jun 30 2020n/an/a

-US$246m

Mar 31 2020n/an/a

-US$243m

Dec 31 2019US$16mUS$2m

-US$219m

Compensazione vs Mercato: La retribuzione totale di Ynon ($USD 15.06M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 7.18M ).

Compensazione vs guadagni: La retribuzione di Ynon è stata coerente con le performance aziendali dell'ultimo anno.

AMMINISTRATORE DELEGATO

Ynon Kreiz (60 yo)

8.1yrs
Mandato
US$15,060,621
Compensazione

Mr. Ynon Kreiz has been an Independent Director of Warner Music Group Corp. since May 9, 2016. He is Trustee at The Paley Center for Media since April 2022. Mr. Kreiz has been a Director and Chief Executiv...

Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Ynon Kreiz
Executive Chairman & CEO8.1yrsUS$15.06m0.63%
$ 26.8m
Paul Ruh
Chief Financial Officer1yrUS$8.18mNessun dato
Jonathan Anschell
Executive VP5.3yrsUS$2.82m0.041%
$ 1.7m
Steve Totzke
Executive Advisor & President of Strategic Transitionno dataUS$4.62m0.074%
$ 3.2m
Roberto Isaias Zanatta
Executive VP & Chief Supply Chain Officer7.3yrsUS$3.24m0.060%
$ 2.6m
Sailendra Koorapati
Senior VP & Chief Technology Officer1.8yrsNessun datoNessun dato
Catherine Frymark
Executive VP & Chief Corporate Communications Officer5.4yrsNessun datoNessun dato
Karen Ancira
Executive VP & Chief People Officer2yrsNessun dato0.0037%
$ 157.8k
Robbie Brenner
President & Chief Content Officer of Mattel Studios7.7yrsNessun datoNessun dato
Jamie Cygielman
Global Head of Dolls7yrsNessun datoNessun dato
Chris Down
Executive VP & Chief Design Officer2.8yrsNessun datoNessun dato
Christopher Farrell
Executive VP & Chief Strategy Officer2.3yrsNessun datoNessun dato
4.1yrs
Durata media
57yo
Età media

Gestione esperta: Il team dirigenziale di MAT è considerato esperto (durata media dell'incarico 4.1 anni).

Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Ynon Kreiz
Executive Chairman & CEO8.9yrsUS$15.06m0.63%
$ 26.8m
Dominic Ng
Independent Director20.3yrsUS$325.00k0.0033%
$ 139.9k
Diana Ferguson
Independent Director5.8yrsUS$315.00k0.0065%
$ 278.9k
Julius Genachowski
Independent Director2.3yrsUS$310.00kNessun dato
Roger Lynch
Independent Lead Director7.8yrsUS$365.00k0.0076%
$ 326.8k
Judy Olian
Independent Director7.7yrsUS$312.50k0.017%
$ 746.4k
Noreena Hertz
Independent Director3.2yrsUS$307.50k0.00061%
$ 26.1k
Adriana Cisneros
Independent Director7.8yrsUS$292.50k0.010%
$ 428.2k
Soren Laursen
Independent Director8yrsUS$302.50k0.022%
$ 951.3k
Dawn Tarnofsky-Ostroff
Independent Director2.3yrsUS$293.75kNessun dato
7.7yrs
Durata media
61.5yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di MAT sono considerati esperti (durata media dell'incarico 7.7 anni).

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/06 03:54
Prezzo dell'azione a fine giornata2026/05/06 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Mattel, Inc. è coperta da 32 analisti. 11 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
John StaszakArgus Research Company
Felicia Kantor HendrixBarclays
Alok PatelBerenberg