Materion Corporation

NYSE:MTRN 株式レポート

時価総額:US$5.5b

Materion 配当と自社株買い

配当金 基準チェック /06

Materion配当を支払う会社であり、現在の利回りは0.21%です。

主要情報

0.2%

配当利回り

0.3%

バイバック利回り

総株主利回り0.5%
将来の配当利回り0.2%
配当成長4.4%
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向15%

最近の配当と自社株買いの更新

Recent updates

Seeking Alpha Jul 03

Materion Corporation: Stretched Price With Not Enough Growth

Summary Materion Corporation has sharply outperformed the market, driven by semiconductor demand and volume growth in sputtering targets. MTRN trades at a steep 44x forward P/E, a 176% sector premium, with earnings growth (9.4% YoY) not justifying the current valuation—thus, I rate it Hold. Revenue growth is primarily driven by raw material price pass-through and structural volume increases from advanced semiconductor manufacturing nodes. Risks include margin compression from rising raw material costs, recycling inefficiencies, and a sputtering target market growing slower than the broader semiconductor sector. Read the full article on Seeking Alpha
ナラティブの更新 Jun 26

MTRN: Elevated Margin Expectations Will Pressure 2026 EPS And Rich P E Multiple

The analyst fair value estimate for Materion has been raised from about $211 to roughly $253, with analysts pointing to stronger confidence in Electronic Materials margins, a richer product mix, and higher assumed future P/E multiples as key drivers behind the higher price target. Analyst Commentary Recent commentary on Materion centers on Electronic Materials profitability, the quality of the company’s growth mix, and how those factors feed into valuation.
新しいナラティブ Jun 23

AI And Defense Demand Will Drive Significant Long-Term Upside Potential

Catalysts About Materion Materion supplies highly engineered materials and components used in semiconductor, defense, energy, telecom, space and industrial applications. What are the underlying business or industry changes driving this perspective?
分析記事 Jun 20

Materion (MTRN) Stock Could Be 30.3% Overvalued After Strong Q1 Results

Materion (MTRN) drew fresh attention after first quarter results showed double-digit growth and operational improvements, along with guidance for continued top line gains in fiscal 2026 and a 14th consecutive annual dividend increase. See our latest analysis for Materion. The strong first quarter has arrived on top of a powerful run in Materion’s share price, with the stock up 30.9% on a 1 month share price return and 113.9% year to date. The 1 year total shareholder return of about 2.6x...
ナラティブの更新 Jun 11

MTRN: Elevated Electronic Materials Margin Hurdle Will Test 2026 EPS Ambitions

Analysts have lifted their price target on Materion to $237 from $223, citing stronger than expected Electronic Materials margins, a richer segment mix, and higher confidence in the company’s ability to meet or outperform its 2026 earnings guidance. Analyst Commentary Bullish Takeaways Bullish analysts point to the Q1 Electronic Materials gross margin of over 43% as evidence that the segment can support a higher earnings base, which they factor into a higher price target.
ナラティブの更新 May 28

MTRN: Q1 Execution And 2026 EPS Conviction Will Shape Fair Value

Analysts have raised the Materion fair value estimate from $178.33 to $211.00, citing higher price targets following recent research that indicates continued confidence in key end markets and improved margin expectations. Analyst Commentary Recent research reflects a generally constructive tone around Materion, with several bullish analysts revisiting their fair value assumptions and price targets after the latest Q1 earnings report and management guidance update.
ナラティブの更新 Apr 24

MTRN: Bullish Coverage And 2026 Guidance Will Test Execution Confidence

Analysts have raised their average price target for Materion to $178.33, reflecting updated assumptions around discount rates, long term revenue growth, profit margins and future P/E multiples, based on recent bullish initiations and target revisions from the Street. Analyst Commentary Recent research coverage has focused on how Materion might execute on its growth plans and how that could align with the higher price targets now on the stock.
ナラティブの更新 Apr 08

MTRN: Recent Upgrades And 2026 Guidance Will Support Further Upside

Analysts have maintained Materion's $178.33 price target, with recent research updates citing a refreshed discount rate, steady growth and margin assumptions, and support from both new bullish initiations and mixed rating changes across the Street. Analyst Commentary Recent research on Materion shows a split in sentiment, with some firms turning more constructive and others growing more cautious.
ナラティブの更新 Mar 25

MTRN: Key Upgrade And 2026 Earnings Outlook Will Support Upside Potential

Analysts have adjusted Materion's price target to $178.33, reflecting updated assumptions on discount rate, revenue growth, profit margin, and future P/E, based on recent rating changes and target revisions in Street research. Analyst Commentary Bullish Takeaways Bullish analysts who raised their price targets point to updated assumptions on revenue growth and profit margins that, in their view, justify a higher valuation multiple for Materion.
ナラティブの更新 Mar 11

MTRN: Key Upgrade And 2026 Earnings Guidance Will Drive Future Returns

Narrative Update on Materion The analyst price target for Materion has shifted by $11, as analysts weigh KeyBanc's recent upgrade and target change against Seaport's more cautious stance ahead of earnings. Analyst Commentary Recent research on Materion highlights a split view, with bullish analysts focusing on the implications of the higher price target and upgrade, while bearish analysts emphasize valuation risk and execution ahead of earnings.
ナラティブの更新 Feb 23

MTRN: Raised Fair Value And 2026 Outlook Will Shape Future Returns

Analysts have raised their fair value estimate for Materion by about $27, increasing it from roughly $151 to $178. This change reflects updated views on revenue growth, profit margins, and a higher assumed future P/E multiple.
ナラティブの更新 Feb 09

MTRN: Mixed Research Views And Modest Assumption Shifts Will Guide Future Returns

Analysts have trimmed their Materion price target by a few cents to about US$151.33, citing modest adjustments to the discount rate and future P/E assumptions following recent mixed research views on the stock. Analyst Commentary Recent research on Materion has been mixed, with some bullish analysts highlighting reasons to lean in on the story while more cautious voices are trimming expectations and ratings.
ナラティブの更新 Jan 25

MTRN: Share Repurchases And Fusion Supply Deal Will Support Bullish Outlook

Analysts have raised their price target on Materion from about $144 to roughly $151, citing updated assumptions on fair value, discount rate, revenue growth, profit margins and future P/E following recent mixed research that includes both upgrades and downgrades. Analyst Commentary Recent research on Materion presents a mixed picture, with some analysts turning more constructive on the growth pipeline while others highlight execution and end market risks that could cap upside from here.
ナラティブの更新 Jan 10

MTRN: Share Repurchases And Sector Downgrade Will Shape 2026 Demand Uncertainty

Analysts kept their fair value estimate for Materion steady at about $144 per share, making only small adjustments to assumptions such as the discount rate and future P/E as they weighed recent downgrades tied to 2026 demand uncertainty and procurement risks from Chinese customers. Analyst Commentary Bullish Takeaways Bullish analysts highlight that recent new business wins in growth markets could support the company’s long term growth ambitions, which helps justify keeping the fair value estimate around $144 per share.
分析記事 Jan 06

Materion Corporation (NYSE:MTRN) Shares Could Be 27% Below Their Intrinsic Value Estimate

Key Insights Materion's estimated fair value is US$179 based on 2 Stage Free Cash Flow to Equity Materion is estimated...
ナラティブの更新 Dec 15

MTRN: Share Repurchases Will Support Confidence Amid 2026 Demand Uncertainty

Analysts modestly trim their price target on Materion to $143.67, reflecting a slightly higher discount rate and increased near term caution around 2026 clad demand and Chinese procurement risk, despite supportive long term growth positioning and a recent Buy initiation at $136. Analyst Commentary Bullish Takeaways Bullish analysts highlight that recent new business wins in high growth end markets support a multi year volume and mix upgrade story, which underpins confidence in earnings power beyond the near term demand volatility.
ナラティブの更新 Nov 29

MTRN: Share Buyback And Recent Wins Will Support Future Market Confidence

Analysts have slightly adjusted their price target on Materion, maintaining the fair value estimate at $143.67. Recent coverage highlights both encouraging business wins and ongoing uncertainties around future demand and procurement risks.
ナラティブの更新 Nov 15

MTRN: Share Buyback and New Contracts Will Drive Further Upside

Analysts have recently maintained Materion's price target at $143.67 per share, noting the impact of new business wins. They also highlighted continued procurement risks and uncertainty regarding future demand in key markets.
ナラティブの更新 Nov 01

MTRN: New Business Wins Will Drive Expansion Amid Demand Risks

Materion's analyst price target has increased from $132 to approximately $143.67, with analysts citing stronger revenue growth forecasts but also noting uncertainties in demand and procurement risks which temper optimism. Analyst Commentary Industry analysts have provided a range of perspectives on Materion's recent performance and future outlook.
ナラティブの更新 Oct 18

Semiconductor, Energy And Defense Sectors Will Unlock Future Opportunities

Analysts have increased their fair value estimate for Materion by $5 to $132, citing continued cost discipline and expanding growth opportunities as highlighted in recent research updates. Analyst Commentary Bullish Takeaways Bullish analysts have highlighted Materion's continued cost discipline as a key factor supporting higher valuations.
ナラティブの更新 Sep 27

Semiconductor, Energy And Defense Sectors Will Unlock Future Opportunities

Materion’s consensus price target was raised from $124 to $127 as analysts highlighted disciplined cost management, easing China tariff impacts, improved semiconductor sector outlook, and strategic resource positioning, supporting modest fair value upside. Analyst Commentary Bullish analysts cite Materion's disciplined cost management combined with its pursuit of new growth opportunities as key drivers for upgraded price targets.
ナラティブの更新 Aug 06

Semiconductor, Energy And Defense Sectors Will Unlock Future Opportunities

Materion’s higher price target reflects sharply improved revenue growth forecasts and a lower forward P/E, underscoring stronger growth expectations and more attractive valuation, driving the fair value up from $117.33 to $123.33. What's in the News Materion completed the repurchase of 1,354,264 shares (6.64% of outstanding) for $49.55 million under its longstanding buyback program, including 100,000 shares repurchased for $7.8 million in the most recent tranche.
分析記事 Jul 23

Materion Corporation's (NYSE:MTRN) Share Price Boosted 25% But Its Business Prospects Need A Lift Too

Materion Corporation ( NYSE:MTRN ) shares have had a really impressive month, gaining 25% after a shaky period...
Seeking Alpha Mar 08

Materion Looking Toward The Early Stages Of A Multi-Market Recovery In 2025 (Rating Upgrade)

Summary Materion has faced two years of revenue and margin pressure from broad end-market weakness, but margins have proven resilient and volumes should start to improve in 2025. The overall outlook for 2025 is still uncertain, but aerospace/defense and semiconductor markets present strong growth opportunities, while industrial markets should also show some improvement. Auto and energy markets could disappoint in 2025, and destocking in clad strips will be a headwind for revenue and margins. I expect around 4% revenue growth in FY'25, with accelerated growth in subsequent years, driven by market rebounds and an improved value-added product portfolio. A 12x EBITDA multiple could be aggressive given derating in specialty materials, but long-term revenue growth around 6% and high single-digit FCF margins can support a fair value around $110. Read the full article on Seeking Alpha

決済の安定と成長

配当データの取得

安定した配当: MTRNはUS市場で注目すべき配当金を支払っていないため、支払いが安定しているかどうかを確認する必要はありません。

増加する配当: MTRNはUS市場で注目すべき配当金を支払っていないため、支払額が増加しているかどうかを確認する必要はありません。


配当利回り対市場

Materion 配当利回り対市場
MTRN 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (MTRN)0.2%
市場下位25% (US)1.3%
市場トップ25% (US)4.2%
業界平均 (Metals and Mining)1.6%
アナリスト予想 (MTRN) (最長3年)0.2%

注目すべき配当: MTRNの配当金 ( 0.21% ) はUS市場の配当金支払者の下位 25% ( 1.34% ) と比べると目立ったものではありません。

高配当: MTRNの配当金 ( 0.21% ) はUS市場の配当金支払者の上位 25% ( 4.15% ) と比較すると低いです。


株主への利益配当

収益カバレッジ: MTRN US市場において目立った配当金を支払っていません。


株主配当金

キャッシュフローカバレッジ: MTRN US市場において目立った配当金を支払っていません。


高配当企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/07/06 14:50
終値2026/07/06 00:00
収益2026/04/03
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Materion Corporation 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。8

アナリスト機関
Daniel MooreCJS Securities, Inc.
David SilverFreedom Capital Markets
Seth RosenfeldJefferies LLC