View Past PerformanceMatch Group バランスシートの健全性財務の健全性 基準チェック /26Match Groupの総株主資本は$-218.1M 、総負債は$4.0Bで、負債比率は-1822.1%となります。総資産と総負債はそれぞれ$4.4Bと$4.6Bです。 Match Groupの EBIT は$1.0Bで、利息カバレッジ比率7.8です。現金および短期投資は$1.0Bです。主要情報-1,822.05%負債資本比率US$3.97b負債インタレスト・カバレッジ・レシオ7.8x現金US$1.02bエクイティ-US$218.12m負債合計US$4.63b総資産US$4.41b財務の健全性に関する最新情報更新なしすべての更新を表示Recent updatesSeeking Alpha • May 20Match Group, Inc.: Tinder Showed Improvement, But It Is Not EnoughSummary Match Group remains a Hold as Tinder's improvements are not yet translating into growth. Q1 2026 showed better-than-expected results: revenue up 4% y/y, adj. EBITDA margin expanded to 40%. Tinder's user engagement metrics are stabilizing, but MAUs and payers still decline; Hinge's growth is strong but not yet scale-defining. MTCH trades at 12x forward P/E, but valuation is unlikely to re-rate until Tinder shows consistent payer and revenue growth. Read the full article on Seeking Alphaライブニュース • May 14Match Group Surpasses Expectations With Q1 Earnings as Tinder and Hinge Fuel GrowthMatch Group reported Q1 2026 revenue of $864 million, a 4% year-over-year increase, with earnings per share of $0.95 that were above consensus estimates. Net income reached $166.8 million, up 42%, as Tinder showed early signs of a turnaround and Hinge direct revenue grew 28% on the back of international expansion and new AI-powered features. The company continued its transformation plan by simplifying its organization, winding down the Archer app, investing $100 million in Sniffies, recording a $25.2 million impairment related to Azar, and declaring a $0.20 quarterly dividend while retaining $959 million in buyback capacity. The mix of higher profitability, improving Tinder trends and strong Hinge momentum indicates that management’s multi-year reset and revitalization efforts are starting to gain traction in the core dating portfolio. Investors may want to watch execution on Q2 2026 guidance of $850 million to $860 million in revenue and adjusted EBITDA of $325 million to $330 million, along with integration of Sniffies and any further impact from app store or regulatory challenges on properties like Azar.Declared Dividend • May 11First quarter dividend of US$0.20 announcedShareholders will receive a dividend of US$0.20. Ex-date: 7th July 2026 Payment date: 21st July 2026 Dividend yield will be 2.1%, which is higher than the industry average of 0.4%. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (18% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 40% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 07Match Group, Inc. Provides Earnings Guidance for the Three Months Ended June 30, 2026Match Group, Inc. provided earnings guidance for the three months ended June 30, 2026. For the quarter, the company expects Total Revenue of $850 to $860 million, down 2% to flat Y/Y. Net income attributable to Match Group, Inc. shareholders to be $160 to $165 million. Net Income Margin (at the mid-point of the ranges) to be 19%.Reported Earnings • May 06First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$0.71 (up from US$0.47 in 1Q 2025). Revenue: US$863.9m (up 3.9% from 1Q 2025). Net income: US$166.8m (up 42% from 1Q 2025). Profit margin: 19% (up from 14% in 1Q 2025). The increase in margin was primarily driven by higher revenue. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Price Target Changed • May 06Price target increased by 9.9% to US$39.82Up from US$36.24, the current price target is an average from 17 analysts. New target price is approximately in line with last closing price of US$38.00. Stock is up 25% over the past year. The company is forecast to post earnings per share of US$2.65 for next year compared to US$2.53 last year.お知らせ • May 04Match Group, Inc., Annual General Meeting, Jun 16, 2026Match Group, Inc., Annual General Meeting, Jun 16, 2026.ナラティブの更新 • May 01MTCH: Product Execution And Capital Returns Will Support Future Share Re RatingMatch Group's updated analyst price target edges higher to about $46.09, with analysts citing slightly stronger modeled revenue growth and a modestly higher future P/E multiple, partly balanced by lower profit margin assumptions and several recent $1 to $3 price target cuts across the Street. Analyst Commentary The recent batch of research on Match Group shows a mixed but generally constructive tone, with several small price target trims offset by optimism around execution at Tinder and the potential for better user trends to support the stock over time.ナラティブの更新 • Apr 17MTCH: Product Progress And Capital Returns Will Shape Balanced Future OutcomesMatch Group's updated analyst price target edges slightly lower, reflecting modestly softer assumptions for revenue growth, profit margins and fair value, even as analysts acknowledge ongoing product progress at Tinder and across the portfolio. Analyst Commentary Recent research on Match Group highlights a split view, with some analysts encouraged by Tinder product updates and others trimming price targets to reflect more conservative expectations for growth and profitability.お知らせ • Apr 15Match Group, Inc. to Report Q1, 2026 Results on May 05, 2026Match Group, Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 05, 2026ナラティブの更新 • Apr 02MTCH: Product Momentum And Capital Returns Will Support Future Shareholder ValueAnalysts have kept the fair value estimate for Match Group steady at $36.47 while tweaking underlying assumptions slightly. This reflects a mix of reduced price targets from several firms and more constructive commentary around Tinder's product progress and user trends.Upcoming Dividend • Mar 31Upcoming dividend of US$0.20 per shareEligible shareholders must have bought the stock before 07 April 2026. Payment date: 21 April 2026. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of American dividend payers (4.4%). Higher than average of industry peers (0.4%).ナラティブの更新 • Mar 19MTCH: GenAI Features And Buybacks Will Support Future Re Rating PotentialMatch Group's fair value estimate edged down to $46.08 from $46.80 as analysts reset price targets following more cautious revenue growth assumptions, even as recent research points to improving Tinder product execution and user trends. Analyst Commentary Street research on Match Group shows a mixed backdrop of reset expectations alongside growing interest in Tinder's product roadmap and usage trends.Recent Insider Transactions • Mar 09Chief Operating Officer recently sold US$1.8m worth of stockOn the 6th of March, Hesam Hosseini sold around 59k shares on-market at roughly US$30.13 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Hesam's only on-market trade for the last 12 months.Recent Insider Transactions Derivative • Mar 06CEO & Director exercised options and sold US$1.1m worth of stockOn the 1st of March, Spencer Rascoff exercised options to acquire 35k shares at no cost and sold these for an average price of US$31.60 per share. This trade did not impact their existing holding. Since March 2025, Spencer's direct individual holding has increased from 66.59k shares to 203.12k. Company insiders have collectively sold US$9.2m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Mar 06Match Group, Inc. Announces Elimination of Chief Operating Officer Role and Transition of Hesam Hosseini, Effective June 2, 2026Match Group, Inc. informed Hesam Hosseini, the Company's Chief Operating Officer and Chief Executive Officer, Evergreen & Emerging Brands, that the Company's Chief Operating Officer role was being eliminated, effective June 2, 2026. As a result, after further discussions with the Company and after over 15 years with the Company, Mr. Hosseini has decided to transition from the Company as of the effective June 2, 2026.ナラティブの更新 • Mar 05MTCH: AI Features And Buybacks Will Support Future Shareholder ReturnsAnalysts have trimmed their average price target on Match Group by low single digit dollar amounts, with cuts of $1 to $3 from several firms, reflecting more cautious assumptions on sector multiples and competitive risks, even as core revenue growth and margin expectations remain broadly intact. Analyst Commentary Recent research on Match Group points to a mixed but measured stance, with both optimistic and cautious voices focusing on valuation, growth durability, and execution against competitive and technology themes.ナラティブの更新 • Feb 19MTCH: AI And Share Repurchases Will Support Future Shareholder ReturnsAnalysts have modestly reduced their average price target on Match Group by about $1, reflecting updated views on slower revenue growth and slightly lower profit margins, which are partly offset by the use of a higher future P/E multiple in their models. Analyst Commentary Recent research on Match Group shows a mix of optimism and caution, with several firms adjusting price targets in both directions and refining their views on growth and profitability.お知らせ • Feb 17Match Group, Inc. Announces Board ChangesMatch Group, Inc. announced that Pamela Seymon has decided to step down from the Board, effective as of the 2026 Annual Meeting. Match Group board member Sharmistha Dubey has decided not to stand for reelection at the 2026 Annual Meeting.Declared Dividend • Feb 06Fourth quarter dividend of US$0.20 announcedShareholders will receive a dividend of US$0.20. Ex-date: 7th April 2026 Payment date: 21st April 2026 Dividend yield will be 2.4%, which is higher than the industry average of 0.4%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (18% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 04Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: US$2.53 (up from US$2.12 in FY 2024). Revenue: US$3.49b (flat on FY 2024). Net income: US$613.4m (up 11% from FY 2024). Profit margin: 18% (up from 16% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.9%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.ナラティブの更新 • Feb 04MTCH: Mixed Execution Risk And GenAI Benefits Will Shape 2026 SetupAnalysts have raised their fair value estimate for Match Group to $31 from $28, citing updated views on revenue growth and profitability, as well as a lower forward P/E multiple. This change comes alongside recent price target increases from firms such as Morgan Stanley and Wolfe Research, despite some cuts from other banks.お知らせ • Feb 04+ 1 more updateMatch Group, Inc. Provides Earnings Guidance for the First Quarter and Full Year of 2026Match Group, Inc. provided earnings guidance for the first quarter and full year of 2026. For the quarter, the company expected total revenue of $850 to $860 million, up 2% to 3% Y/Y. For the year, total revenue of $3,410 to $3,535 million, approximately flat Y/Y at the midpoint of the range.ナラティブの更新 • Jan 21MTCH: GenAI Monetization And Buybacks Are Expected To Support Future UpsideAnalysts nudged their price targets for Match Group higher, with our fair value estimate moving from US$46.61 to US$46.80. They are factoring in updated views on revenue growth, profitability, and future P/E multiples, supported by recent research pointing to potential benefits from GenAI and product catalysts across internet names.お知らせ • Jan 14Match Group, Inc. to Report Q4, 2025 Results on Feb 03, 2026Match Group, Inc. announced that they will report Q4, 2025 results After-Market on Feb 03, 2026ナラティブの更新 • Jan 07MTCH: AI Product Catalysts And Buybacks Will Support Future ReturnsNarrative Update on Match Group The analyst price target for Match Group has been revised to $43 from $42. Analysts attribute this change to potential upside from AI-related product catalysts, estimate revisions, and what they view as supportive capital allocation and macroeconomic conditions.Upcoming Dividend • Dec 30Upcoming dividend of US$0.19 per shareEligible shareholders must have bought the stock before 06 January 2026. Payment date: 21 January 2026. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of American dividend payers (4.4%). Higher than average of industry peers (0.3%).ナラティブの更新 • Dec 23MTCH: Safety Improvements Will Support Stronger User Monetization And Share RepurchasesThe analyst price target for Match Group has been raised by about 9% to approximately $47 from around $43, as analysts factor in modestly stronger long term revenue growth, slightly higher profit margins, and a marginally richer future P E multiple despite a higher discount rate. Analyst Commentary Bullish analysts view the higher price target for Match Group as a reflection of improving execution on product innovation and monetization initiatives.分析記事 • Dec 10Match Group (NASDAQ:MTCH) Will Pay A Dividend Of $0.19The board of Match Group, Inc. ( NASDAQ:MTCH ) has announced that it will pay a dividend of $0.19 per share on the 21st...お知らせ • Dec 10Match Group Announces Board AppointmentsMatch Group announced that CEO Spencer Rascoff will join its Board of Directors, and Overtone Founder and CEO Justin McLeod will be its Chairman. McLeod, who founded Hinge in 2011, will remain an advisor to Hinge through March to support the transition. His new company, Overtone, will build on his longstanding commitment to responsible, human-centered technology to support people seeking deeper relationships.ナラティブの更新 • Dec 09MTCH: Share Repurchases And User Monetization Will Support Balanced Future ReturnsAnalysts nudged their price target on Match Group slightly higher to approximately $37.32 from about $37.32, reflecting marginally lower discount rate assumptions while maintaining steady expectations for revenue growth, profit margins, and future earnings multiples. Analyst Commentary Recent Street discussions around Match Group reflect a balanced mix of optimism on execution and user monetization, alongside caution about competitive intensity and macro driven volatility in discretionary spending.お知らせ • Nov 29Match Group, Inc. Appoints Darrell Cavens as A New DirectorMatch Group's Board of Directors will appoint e-commerce executive Darrell Cavens as a new Director in connection with the 2025 annual meeting, the company said. Cavens' appointment follows a deliberate and thorough search process, reflecting Match Group's continuous approach to board refreshment. With this appointment, Match Group further strengthens the board's depth of expertise in digital commerce, consumer engagement, and technology-driven innovation. Darrell Cavens brings nearly 20 years of leadership experience in e-commerce and technology-driven businesses. As co-founder and CEO of Zulily, he successfully led the company from inception to its public offering, as well as completing MA transactions and liquidity events. His strategic insights into online retail, innovation, and technology infrastructure will be a valuable asset to Match Group as the company advances its strategy. Previously, Cavens also held leadership positions at Qurate Retail and Microsoft, as well as serving as chief technology officer and senior vice president, Marketing at Blue Nile, where he played a key role in scaling the company into the largest online diamond retailer. He brings to Match Group a strong background in online retailing, technology and data analytics. In addition to his executive leadership roles, he serves on the board of Tapestry (parent company of Coach, Kate Spade New York, and Stuart Weitzman) and Brooks Running, a subsidiary of Berkshire Hathaway, bringing extensive governance experience across consumer retail, technology, and e-commerce sectors. Match Group also announced that it will seek stockholder approval at its upcoming annual meeting to declassify the board. The company's directors are currently dividend into three classes, with the members serving staggered three-year terms. The declassification proposal will be detailed in the company's 2025 proxy statement, which will be filed with the Securities and Exchange Commission in advance of the company's upcoming annual meeting.ナラティブの更新 • Nov 25MTCH: Share Buybacks And Improved Margins Will Support Earnings Upside AheadMatch Group's analyst price target was modestly reduced from $37.74 to $37.32, as analysts cited slight adjustments in expected revenue growth and discount rates while highlighting stable future profit margins. Analyst Commentary Market observers provide mixed signals regarding Match Group's near-term prospects, focusing on the balance of valuation, growth execution, and external risks impacting the stock's outlook.Recent Insider Transactions • Nov 21CEO & Director recently bought US$446k worth of stockOn the 20th of November, Spencer Rascoff bought around 14k shares on-market at roughly US$31.84 per share. This transaction amounted to 9.3% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth US$498k. Spencer has been a buyer over the last 12 months, purchasing a net total of US$5.0m worth in shares.分析記事 • Nov 13We Think You Can Look Beyond Match Group's (NASDAQ:MTCH) Lackluster EarningsThe market for Match Group, Inc.'s ( NASDAQ:MTCH ) shares didn't move much after it posted weak earnings recently. Our...Declared Dividend • Nov 07Third quarter dividend of US$0.19 announcedDividend of US$0.19 is the same as last year. Ex-date: 6th January 2026 Payment date: 21st January 2026 Dividend yield will be 2.3%, which is higher than the industry average of 0.4%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (19% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 52% over the next 3 years, which should provide support to the dividend and adequate earnings cover.ナラティブの更新 • Nov 07MTCH: Improved Profit Margins And Operational Efficiencies Will Drive Stronger PerformanceMatch Group's analyst price target has been revised downward from $38.47 to $37.74, as analysts anticipate modestly stronger revenue growth and profit margins while applying a higher discount rate to reflect a slightly riskier outlook for the company. Analyst Commentary Analysts remain divided in their views of Match Group's prospects, reflecting both renewed optimism about growth and ongoing concerns tied to the company's execution and risk profile.Reported Earnings • Nov 06Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: US$0.67 (up from US$0.53 in 3Q 2024). Revenue: US$914.3m (up 2.1% from 3Q 2024). Net income: US$160.7m (up 18% from 3Q 2024). Profit margin: 18% (up from 15% in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.1%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.お知らせ • Nov 05+ 1 more updateMatch Group, Inc. Provides Earnings Guidance for the Fourth Quarter Ending December 31, 2025Match Group, Inc. provided earnings guidance for the fourth quarter Ending December 31, 2025. For the quarter, the company expects total Revenue of $865 million to $875 million, up 1% to 2% Y/Y. Net income attributable to Match Group, Inc. shareholders to be between $159 million to $164 million.お知らせ • Oct 22Match Group and Its Flagship App Tinder to Expand Facial Verification Feature Across the U.S., Setting A New Standard for Dating SafetyMatch Group and its flagship app, Tinder, announced the U.S. rollout of Face Check, a first-of-its-kind facial verification feature that helps confirm users are real and match their profile photos. Face Check is now required for all new users in seven countries and the state of California, and will roll out to additional U.S. states in the coming months as part of Tinder's next phase of safety innovation aimed at building greater trust, reducing impersonation, and redefining authenticity in dating.With Face Check, Tinder becomes the first major dating app to integrate mandatory facial liveness verification directly into the onboarding experience, marking an important step toward building a more secure and trustworthy platform for people to connect. How it works: New members complete Face Check by taking a short video selfie within the app. The system helps confirm, a) That the person is real and physically present and b) That their face matches the one shown in their profile photos. If the scanned face matches a profile photo, members receive Tinder's Photo Verified badge, signaling to others that they have been authenticated. Face Check also detects when the same face is used across multiple accounts, adding an additional layer of protection against impersonation and fake profiles. Face Check has already been launched in Colombia, Canada, Australia, India, and several countries across Southeast Asia, and plans continue rolling out globally in markets where local regulations permit. When coupled with other recent safety initiatives, early results have shown meaningful improvements in user safety and confidence, such as: Over 60% decrease in exposure to potential bad actors, Over 40% decrease in bad actor reports,Meaningful improvements in users' reported perceptions of authenticity and trust . These results highlight how Tinder's investment in next-generation safety innovation is reshaping what users can expect from dating apps, using technology, design, and accountability to make every connection more authentic and every experience more secure.お知らせ • Oct 15Match Group, Inc. to Report Q3, 2025 Results on Nov 04, 2025Match Group, Inc. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Nov 04, 2025Upcoming Dividend • Sep 26Upcoming dividend of US$0.19 per shareEligible shareholders must have bought the stock before 03 October 2025. Payment date: 17 October 2025. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of American dividend payers (4.5%). Higher than average of industry peers (0.3%).分析記事 • Sep 22At US$38.51, Is Match Group, Inc. (NASDAQ:MTCH) Worth Looking At Closely?Match Group, Inc. ( NASDAQ:MTCH ), might not be a large cap stock, but it led the NASDAQGS gainers with a relatively...Recent Insider Transactions • Aug 31CEO & Director recently bought US$498k worth of stockOn the 26th of August, Spencer Rascoff bought around 13k shares on-market at roughly US$37.57 per share. This transaction amounted to 9.6% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Spencer has been a buyer over the last 12 months, purchasing a net total of US$4.5m worth in shares.Recent Insider Transactions • Aug 10Independent Director recently sold US$459k worth of stockOn the 7th of August, Stephen Bailey sold around 13k shares on-market at roughly US$36.72 per share. This transaction amounted to 61% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$4.3m more than they bought in the last 12 months.分析記事 • Aug 09Earnings Update: Here's Why Analysts Just Lifted Their Match Group, Inc. (NASDAQ:MTCH) Price Target To US$37.68NasdaqGS:MTCH 1 Year Share Price vs Fair Value Explore Match Group's Fair Values from the Community and select yours...Recent Insider Transactions Derivative • Aug 08Independent Director notifies of intention to sell stockStephen Bailey intends to sell 13k shares in the next 90 days after lodging an Intent To Sell Form on the 7th of August. If the sale is conducted around the recent share price of US$36.72, it would amount to US$459k. Since December 2024, Stephen's direct individual holding has increased from 12.40k shares to 20.56k. Company insiders have collectively sold US$5.2m more than they bought, via options and on-market transactions in the last 12 months.ナラティブの更新 • Aug 07New AI Features And Global Expansion Will Energize Online DatingWith no changes in analyst reasoning or underlying key metrics such as revenue growth (4.8% per annum) and discount rate (9.17%), Match Group's consensus analyst price target remains steady at $37.21. What's in the News Completed repurchase of 13,722,525 shares (5.49% of shares) for $419.7 million under the buyback announced on December 11, 2024.分析記事 • Aug 07Match Group (NASDAQ:MTCH) Looks To Prolong Its Impressive ReturnsNasdaqGS:MTCH 1 Year Share Price vs Fair Value Explore Match Group's Fair Values from the Community and select yours...Price Target Changed • Aug 06Price target increased by 9.0% to US$37.11Up from US$34.06, the current price target is an average from 19 analysts. New target price is approximately in line with last closing price of US$37.27. Stock is up 6.6% over the past year. The company is forecast to post earnings per share of US$2.19 for next year compared to US$2.12 last year.Reported Earnings • Aug 06Second quarter 2025 earnings: EPS in line with analyst expectations despite revenue beatSecond quarter 2025 results: EPS: US$0.51. Revenue: US$863.7m (flat on 2Q 2024). Net income: US$125.5m (down 5.9% from 2Q 2024). Profit margin: 14% (in line with 2Q 2024). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Interactive Media and Services industry in the US.お知らせ • Aug 06+ 1 more updateMatch Group, Inc. Declares Cash Dividend, Payable on October 17, 2025Match Group, Inc. Board of Directors has declared a cash dividend of $0.19per share of the company's common stock. The dividend is payable on October 17, 2025 to stockholders of record as of October 3, 2025.お知らせ • Jul 16Match Group, Inc. to Report Q2, 2025 Results on Aug 05, 2025Match Group, Inc. announced that they will report Q2, 2025 results After-Market on Aug 05, 2025Upcoming Dividend • Jun 26Upcoming dividend of US$0.19 per shareEligible shareholders must have bought the stock before 03 July 2025. Payment date: 18 July 2025. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of American dividend payers (4.8%). Higher than average of industry peers (0.4%).分析記事 • Jun 18What Is Match Group, Inc.'s (NASDAQ:MTCH) Share Price Doing?While Match Group, Inc. ( NASDAQ:MTCH ) might not have the largest market cap around , it saw a decent share price...お知らせ • May 22Match Group, Inc. (NasdaqGS:MTCH) acquired Bloomer Inc.Match Group, Inc. (NasdaqGS:MTCH) acquired Bloomer Inc. on May 20, 2025. Match Group, Inc. (NasdaqGS:MTCH) completed the acquisition of Bloomer Inc. on May 20, 2025.Recent Insider Transactions • May 13CEO & Director recently bought US$2.0m worth of stockOn the 9th of May, Spencer Rascoff bought around 71k shares on-market at roughly US$28.05 per share. This transaction increased Spencer's direct individual holding by 1x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Spencer has been a buyer over the last 12 months, purchasing a net total of US$4.0m worth in shares.Reported Earnings • May 09First quarter 2025 earnings: EPS exceeds analyst expectationsFirst quarter 2025 results: EPS: US$0.47. Revenue: US$831.2m (down 3.3% from 1Q 2024). Net income: US$117.6m (down 4.6% from 1Q 2024). Profit margin: 14% (in line with 1Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 18%. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Interactive Media and Services industry in the US.お知らせ • May 08+ 1 more updateMatch Group, Inc. Announces Earnings Guidance for Second Quarter 2025Match Group, Inc. announced earnings guidance for second quarter 2025. For the period the company expects the Total Revenue of $850 to $860 million, down 2% to flat Y/Y.お知らせ • Apr 30Match Group, Inc., Annual General Meeting, Jun 18, 2025Match Group, Inc., Annual General Meeting, Jun 18, 2025.お知らせ • Apr 29Match Group Announces the Addition of Kelly Campbell to Its Board of DirectorsMatch Group announced its Board of Directors will add Kelly Campbell, the former president of NBCUniversal's Peacock, as a new director to its Board in connection with the 2025 Annual Meeting. With the election of Campbell at the Annual Meeting, over one third of the directors of Match Group will be new to the board over the past year. As a part of Match Group and Anson Funds' constructive engagement, Match Group and Anson Funds have entered into an information sharing agreement to facilitate ongoing collaboration. Match Group looks forward to continuing to engage with Anson Funds and all its stockholders as it continues to execute on its transformation and prioritize sustainable growth and long-term value creation. In connection with announcement, Anson Funds has agreed to withdraw its director nominations and proposal to declassify the Board. Campbell most recently served as President of Peacock, where she was responsible for growing NBCUniversal's streaming business and leading the platform's go-forward strategy. During her tenure, Peacock achieved record growth, supported by marquee experiences like Peacock's Paris Olympics hub and the first ever exclusive streaming of an NFL playoff game. She previously served as President of Hulu, where she led its subscription and live TV streaming businesses and oversaw its integration into Disney. Campbell also brings a deep understanding of brand, technology, and global marketing from her 12-year tenure at Google.お知らせ • Apr 17Match Group, Inc. to Report Q1, 2025 Results on May 08, 2025Match Group, Inc. announced that they will report Q1, 2025 results Pre-Market on May 08, 2025お知らせ • Apr 08Match Group to Appoint Darrell Cavens as Director to its Board of DirectorsMatch Group, Inc. announced its board of directors (the ‘Board’) will appoint seasoned e-commerce executive Darrell Cavens as a new director in connection with the 2025 annual meeting. Cavens' appointment follows a deliberate and thorough search process, reflecting Match Group's continuous approach to Board refreshment. With this appointment, Match Group further strengthens the Board's depth of expertise in digital commerce, consumer engagement, and technology-driven innovation. Darrell Cavens brings nearly 20 years of leadership experience in e-commerce and technology-driven businesses. As co-founder and CEO of Zulily, he successfully led the company from inception to its public offering, as well as completing M&A transactions and liquidity events. His strategic insights into online retail, innovation, and technology infrastructure will be a valuable asset to Match Group as the company advances its strategy. Previously, Cavens also held leadership positions at Qurate Retail and Microsoft, as well as serving as Chief Technology Officer and Senior Vice President, Marketing at Blue Nile, where he played a key role in scaling the company into the largest online diamond retailer. He brings to Match Group a strong background in online retailing, technology and data analytics. In addition to his executive leadership roles, he serves on the Board of Tapestry (parent company of Coach, Kate Spade New York, and Stuart Weitzman) and Brooks Running, a subsidiary of Berkshire Hathaway, bringing extensive governance experience across consumer retail, technology, and e-commerce sectors.Upcoming Dividend • Mar 27Upcoming dividend of US$0.19 per shareEligible shareholders must have bought the stock before 03 April 2025. Payment date: 17 April 2025. Payout ratio is a comfortable 9.0% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of American dividend payers (4.7%). Higher than average of industry peers (0.4%).Seeking Alpha • Mar 19Match Group: 12%+ Equity Yield Despite Signs Of Growth In Early 2025Summary Match Group's 2025 revenue guidance suggests flat growth, but a 50 bps AOI margin expansion and 15% FCF growth highlight potential investor attractiveness. Hinge's solid 19% YoY revenue and 27% YoY payer growth, paired with early 2025 DAU upticks (Tinder +2% MoM, Hinge +3% MoM), hint at upside to guidance. Leadership changes with Spencer Rascoff as CEO and a strong new C-level team are expected to accelerate execution and maintain strategic goals. Valuation appears attractive with a 12+% equity yield, suggesting room for a 60%+ rerating of shares, in my view. Read the full article on Seeking Alphaお知らせ • Mar 13Anson Funds Plans to Nominate Director Candidates to Match GroupOn March 11, 2025, Anson Funds announced that it is gearing up for a boardroom fight at Match Group Inc and plans to nominate directors to the Company's 10-member board. Anson Funds stated that it is pushing the Company for changes in capital allocation, cost-cutting, and a strategic review of Company's MG Asia business, and concerns raised include governance issues and high executive turnover, with 4 CEOs in 5 years, and Anson Funds mentioned that Company’s board, led by new CEO Spencer Rascoff, emphasizes commitment to good governance and shareholder value. In addition, Anson Funds stated that despite incremental changes from past meetings, Anson remains dissatisfied with the pace of reform, and over the last year, Anson and the Company have held meetings, and the company has made some changes, including holding an investor day and agreeing to return capital, suggested by investors including Anson.Recent Insider Transactions • Mar 09President recently sold US$8.0m worth of stockOn the 7th of March, Gary Swidler sold around 242k shares on-market at roughly US$32.86 per share. This transaction amounted to 99% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Gary's only on-market trade for the last 12 months.お知らせ • Mar 03Match Group Announces Executive ChangesMatch Group announced the promotion of Hesam Hosseini to Chief Operating Officer, effective April 1. After a decade in senior leadership roles at the company, Gary Swidler will step down as President on that date and continue as an advisor to the company until July 4, 2025, as part of a thoughtfully planned transition. Hosseini, a seasoned leader within Match Group, brings extensive experience driving transformation and operational excellence across the company's global portfolio. Hosseini currently serves as CEO of Evergreen & Emerging Brands, where he has built a dynamic testing ground for new features and products at scale, strengthening Match Group's portfolio and driving long-term growth. In his new role, Hosseini will focus on driving growth and execution across the company while retaining oversight of the Evergreen & Emerging business unit and Match Group Trust & Safety. Additionally, he will now lead Corporate Development, Corporate Strategy, and the advertising sales team. Since initially joining Match Group in 2008, he has held multiple leadership roles, including CEO of Match and Match Affinity, CEO of Plenty of Fish, General Manager of New Initiatives, and General Manager of Match International. Hesam will be appointed Chief Operating Officer of Match Group on April 1, where he will focus on driving growth and execution across the portfolio, while overseeing Corporate Development, Corporate Strategy, Match Group Trust & Safety, the Evergreen & Emerging business unit, and the advertising sales team.Hesam currently serves as CEO of Evergreen & Emerging Brands. Throughout his long tenure at Match Group, Hesam has worked across a wide range of roles and brands, with one constant: a deep passion for the company's mission of fostering meaningful connections. Since initially joining Match Group in 2008, he has held multiple leadership roles, including CEO of Match and Match Affinity, CEO of Plenty of Fish, General Manager of New Initiatives, and General Manager of Match International. Most recently, as CEO of Evergreen & Emerging Brands, he spearheaded innovation at scale by launching and expanding new products that have strengthened Match Group's global portfolio and driven long-term growth. Hesam transformed Emerging Brands into a significant business, while also driving multiple strategic acquisitions and seamlessly integrating those companies into Match Group's portfolio. Prior to joining Match Group, Hesam held various management roles at technology startups and served as a consultant with McKinsey & Company. Hesam holds an undergraduate degree in business administration from the University of Western Ontario.Seeking Alpha • Feb 24Match Group: A Value Trap With Worrying Drop In Paid Users (Rating Downgrade)Summary Match Group reported very disappointing user results in Q4, with Tinder paid users sharply dropping off and Hinge growth stalling. The company's plan to hit 4-6% revenue growth annually through FY27, as well as $3 billion in FCF over 3 years, seems a tough bar to hit. On top of slowing growth at Hinge, Hinge has a 20-point operating margin deficit to Tinder. Revenue mixing out of Tinder and into Hinge is a headwind to profits. Despite a seemingly attractive valuation at ~11x FCF, Match Group is a value trap due to declining payers, growth, and margins. Sell and invest elsewhere. Read the full article on Seeking AlphaRecent Insider Transactions • Feb 11CEO & Director recently bought US$2.0m worth of stockOn the 6th of February, Spencer Rascoff bought around 60k shares on-market at roughly US$34.41 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was Spencer's only on-market trade for the last 12 months.Reported Earnings • Feb 05Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: US$2.12 (down from US$2.36 in FY 2023). Revenue: US$3.48b (up 3.4% from FY 2023). Net income: US$551.3m (down 15% from FY 2023). Profit margin: 16% (down from 19% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.3%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has fallen by 34% per year, which means it is significantly lagging earnings.お知らせ • Feb 05Match Group Declares Cash Dividend on Common Stock, Payable on April 17, 2025Match Group's Board of Directors has declared a cash dividend of $0.19 per share of the company's common stock. The dividend is payable on April 17, 2025 to stockholders of record as of April 3, 2025.Seeking Alpha • Feb 05Match Group: This Could Be The Turning PointSummary Despite a low multiple, Match Group's revenue growth and capital allocation remain unconvincing, leading me to maintain a Hold rating. Q4 results show a 1% revenue decline, with Tinder's revenue dropping 3% and paying users down 5%. Match's capital allocation strategy, focusing on share buybacks, is questioned; investing in growth could be more beneficial given a 16% ROIC. With a new CEO and potential for multiple expansion, I'll wait a few quarters to reassess Match's performance and strategy. Read the full article on Seeking Alphaお知らせ • Feb 05+ 2 more updatesMatch Group, Inc. Provides Earnings Guidance for the First Quarter Ending March 31, 2025 and Year Ending December 31, 2025Match Group, Inc. provided earnings guidance for the first quarter ending March 31, 2025 and year ending December 31, 2025. For the quarter, the company expects operating income to be $155 million to $160 million. Revenue to be $820 million to $830 million. For the year, the company expects operating income to be $802 million to $828 million. Revenue to be $3,375 million to $3,500 million.Seeking Alpha • Jan 23Match Group: Unlocking The Value Of Tinder And HingeSummary Match Group is undervalued at ~8.6x FY 2024 free cash flow, with strong fundamentals, improving growth outlook, and proactive capital management initiatives. The company benefits from first-mover advantage and network effects, making it difficult for competitors to scale and compete financially. Despite recent challenges, Match Group's high profitability, scalable business model, and structural long-term growth tailwinds position it for market-beating returns. My valuation analysis suggests the stock could be more than double by FY 2027, driven by organic growth, multiple expansion, and share count reduction. Read the full article on Seeking Alphaお知らせ • Jan 17Match Group, Inc. to Report Q4, 2024 Results on Feb 04, 2025Match Group, Inc. announced that they will report Q4, 2024 results After-Market on Feb 04, 2025Seeking Alpha • Dec 12Match: There May Be Hope With A Rebound In Tinder Payers And A New Capital Returns Plan (Rating Upgrade)Summary I'm upgrading Match to a neutral rating after the company unveiled ambitious targets at its recent December investor day. The company plans to drive 4-6% growth through the next three years and generate $3+ billion of cumulative FCF, which relies on both Hinge and Tinder to grow. Tinder has been a sore spot for Match lately, but Q3 results showed a rebound in active payers. We'll have to keep a close eye on if these trends sustain. The stock is cheap at <10x P/E and ~3x forward revenue, leading to my more sanguine opinion on the stock after its sharp recent declines. Read the full article on Seeking Alphaお知らせ • Dec 11Match Group, Inc. Announces Initiation of Quarterly Cash Dividend, Payable on January 21, 2025Match Group, Inc. announced its Board of Directors has announced initiation of quarterly cash dividend of $0.19 per share of outstanding common stock, payable on January 21, 2025 to shareholders of record as of the close of business on January 6, 2025. Going forward, the Company expects to declare a dividend in a similar amount on a quarterly basis, subject to market conditions and approval by the Board of Directors. Assuming a dividend of $0.19 per quarter for the fiscal year, this equates to a dividend of $0.76 annually, which at current share prices would imply a more than 2% annual dividend yield. The Company believes it has the capacity to increase the amount of the quarterly dividend in the future.お知らせ • Nov 26Rosen Law Firm Files Securities Class Action Lawsuit on Behalf of Match Group, Inc. InvestorsRosen Law Firm announced it has filed a class action lawsuit on behalf of purchasers of the securities of Match Group, Inc. between May 2, 2023 and November 6, 2024, both dates inclusive (the “Class Period”). The lawsuit seeks to recover damages for Match Group investors under the federal securities laws. According to the lawsuit, defendants throughout the Class Period made false and/or misleading statements and/or failed to disclose that: (1) Match Group materially understated the challenges affecting Tinder and, as a result, understated the risk that Tinder’s monthly active user count would not recover by the time that Match Group reported its financial results for the third quarter of 2024; and (2) as a result, defendants’ statements about Match Group’s business, operations, and prospects were materially false and misleading and/or lacked a reasonable basis at all times. When the true details entered the market, the lawsuit claims that investors suffered damages.Valuation Update With 7 Day Price Move • Nov 13Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$30.88, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 11x in the Interactive Media and Services industry in the US. Total loss to shareholders of 79% over the past three years.Price Target Changed • Nov 08Price target decreased by 8.3% to US$39.71Down from US$43.29, the current price target is an average from 25 analysts. New target price is 30% above last closing price of US$30.56. Stock is up 2.9% over the past year. The company is forecast to post earnings per share of US$2.00 for next year compared to US$2.36 last year.Reported Earnings • Nov 07Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: US$0.53 (down from US$0.59 in 3Q 2023). Revenue: US$895.5m (up 1.6% from 3Q 2023). Net income: US$136.5m (down 17% from 3Q 2023). Profit margin: 15% (down from 19% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.4%. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 41% per year, which means it is significantly lagging earnings.Seeking Alpha • Nov 07Match's Q3 Results: Activist Investors Will Tighten The NooseSummary Match Group's Q3 results missed estimates, with declining revenues and tepid Q4 forecasts, challenging the promised turnaround and sparking activist investor pressure. Falling revenue per user and conflicting ALC features and subscription strategies are worsening unit economics, particularly impacting Tinder's performance. Despite weak Q3 results, activist investors' interest in Match's turnaround remains strong, potentially driving significant changes at the company. I maintain a Hold rating on Match Group, revising down price targets due to slower growth and uncertain mid-term prospects. Read the full article on Seeking Alphaお知らせ • Oct 18Match Group, Inc. to Report Q3, 2024 Results on Nov 06, 2024Match Group, Inc. announced that they will report Q3, 2024 results After-Market on Nov 06, 2024お知らせ • Oct 08Match Group Announces Chief Financial Officer ChangesMatch Group announced the appointment of Steven Bailey as Chief Financial Officer, effective March 1, 2025. Gary Swidler will transition out of his CFO role on that date and continue in his position as President of Match Group. Bailey, Bailey, age 42, currently the Senior Vice President of Financial Planning & Business Operations, has held leadership roles across these areas of Match Group since 2012. His expertise spans financial strategy, operational efficiency, and corporate planning across the Company's diverse portfolio of brands. His promotion to CFO underscores the Company's focus on driving long-term strategic growth and exercising strong cost discipline. In his new role, Bailey will oversee investor relations, accounting, tax, and treasury, in addition to his current responsibilities. Steven Bailey has been the Senior Vice President of Financial Planning and Business Operations at Match Group since 2022, where he oversees key functions including financial planning & analysis, real estate & facilities, security & crisis management, workplace experience, central data engineering, and business technology, globally. Steven joined Match Group in 2012 and has held positions of increasing responsibility with the Company, including Chief Financial Officer of Match Group Americas. Prior to Match Group, Steven served as Manager, Financial Planning & Analysis, for Dow Jones. He began his career at Heritage Building Group, where he held various finance and operations roles. Steven holds an M.B.A. in Finance from Lehigh University. He also holds a B.A. in Finance from Bloomsburg University.Seeking Alpha • Oct 06Match Group: A Value Trap That's Getting More Risky To Invest InSummary Shares of Match have rallied since the middle of summer, erasing the stock’s YTD losses. In my view, this glazes past Match’s many challenges, including a persistent decline in paid users (driven by Tinder) and an outlook that calls for steeper revenue deceleration. While Match has been shedding paid users, both Bumble and Grindr, the other two publicly traded dating app stocks, are gaining. Making matters worse, Match’s operating margins are also declining. The stock may be cheap on a P/E basis, but it’s a value trap. Read the full article on Seeking Alphaお知らせ • Sep 23Match Group, Inc.(NasdaqGS:MTCH) dropped from FTSE All-World Index (USD)Match Group, Inc.(NasdaqGS:MTCH) dropped from FTSE All-World Index (USD)財務状況分析短期負債: MTCHは マイナスの株主資本 を有しており、これは 短期資産 が 短期負債 をカバーしていないことよりも深刻な状況です。長期負債: MTCHは株主資本がマイナスであり、これは短期資産が 長期負債 をカバーしていないことよりも深刻な状況です。デット・ツー・エクイティの歴史と分析負債レベル: MTCHは 株主資本がマイナス となっており、これは高い負債レベルよりも深刻な状況です。負債の削減: MTCHの株主資本はマイナスなので、時間の経過とともに負債が減少したかどうかを確認する必要はありません。債務返済能力: MTCHの負債は 営業キャッシュフロー によって 十分にカバー されています ( 27.2% )。インタレストカバレッジ: MTCHの負債に対する 利息支払い は EBIT ( 7.8 x coverage) によって 十分にカバーされています。貸借対照表健全な企業の発掘7D1Y7D1Y7D1YMedia 業界の健全な企業。View Dividend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2026/05/21 23:00終値2026/05/21 00:00収益2026/03/31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SECフォーム10-KSECフォーム10-Q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アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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Match Group, Inc. 19 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。41 アナリスト機関Douglas AnmuthBarclaysRoss SandlerBarclaysClayton MoranBenchmark Company38 その他のアナリストを表示
Seeking Alpha • May 20Match Group, Inc.: Tinder Showed Improvement, But It Is Not EnoughSummary Match Group remains a Hold as Tinder's improvements are not yet translating into growth. Q1 2026 showed better-than-expected results: revenue up 4% y/y, adj. EBITDA margin expanded to 40%. Tinder's user engagement metrics are stabilizing, but MAUs and payers still decline; Hinge's growth is strong but not yet scale-defining. MTCH trades at 12x forward P/E, but valuation is unlikely to re-rate until Tinder shows consistent payer and revenue growth. Read the full article on Seeking Alpha
ライブニュース • May 14Match Group Surpasses Expectations With Q1 Earnings as Tinder and Hinge Fuel GrowthMatch Group reported Q1 2026 revenue of $864 million, a 4% year-over-year increase, with earnings per share of $0.95 that were above consensus estimates. Net income reached $166.8 million, up 42%, as Tinder showed early signs of a turnaround and Hinge direct revenue grew 28% on the back of international expansion and new AI-powered features. The company continued its transformation plan by simplifying its organization, winding down the Archer app, investing $100 million in Sniffies, recording a $25.2 million impairment related to Azar, and declaring a $0.20 quarterly dividend while retaining $959 million in buyback capacity. The mix of higher profitability, improving Tinder trends and strong Hinge momentum indicates that management’s multi-year reset and revitalization efforts are starting to gain traction in the core dating portfolio. Investors may want to watch execution on Q2 2026 guidance of $850 million to $860 million in revenue and adjusted EBITDA of $325 million to $330 million, along with integration of Sniffies and any further impact from app store or regulatory challenges on properties like Azar.
Declared Dividend • May 11First quarter dividend of US$0.20 announcedShareholders will receive a dividend of US$0.20. Ex-date: 7th July 2026 Payment date: 21st July 2026 Dividend yield will be 2.1%, which is higher than the industry average of 0.4%. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (18% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 40% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 07Match Group, Inc. Provides Earnings Guidance for the Three Months Ended June 30, 2026Match Group, Inc. provided earnings guidance for the three months ended June 30, 2026. For the quarter, the company expects Total Revenue of $850 to $860 million, down 2% to flat Y/Y. Net income attributable to Match Group, Inc. shareholders to be $160 to $165 million. Net Income Margin (at the mid-point of the ranges) to be 19%.
Reported Earnings • May 06First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$0.71 (up from US$0.47 in 1Q 2025). Revenue: US$863.9m (up 3.9% from 1Q 2025). Net income: US$166.8m (up 42% from 1Q 2025). Profit margin: 19% (up from 14% in 1Q 2025). The increase in margin was primarily driven by higher revenue. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Price Target Changed • May 06Price target increased by 9.9% to US$39.82Up from US$36.24, the current price target is an average from 17 analysts. New target price is approximately in line with last closing price of US$38.00. Stock is up 25% over the past year. The company is forecast to post earnings per share of US$2.65 for next year compared to US$2.53 last year.
お知らせ • May 04Match Group, Inc., Annual General Meeting, Jun 16, 2026Match Group, Inc., Annual General Meeting, Jun 16, 2026.
ナラティブの更新 • May 01MTCH: Product Execution And Capital Returns Will Support Future Share Re RatingMatch Group's updated analyst price target edges higher to about $46.09, with analysts citing slightly stronger modeled revenue growth and a modestly higher future P/E multiple, partly balanced by lower profit margin assumptions and several recent $1 to $3 price target cuts across the Street. Analyst Commentary The recent batch of research on Match Group shows a mixed but generally constructive tone, with several small price target trims offset by optimism around execution at Tinder and the potential for better user trends to support the stock over time.
ナラティブの更新 • Apr 17MTCH: Product Progress And Capital Returns Will Shape Balanced Future OutcomesMatch Group's updated analyst price target edges slightly lower, reflecting modestly softer assumptions for revenue growth, profit margins and fair value, even as analysts acknowledge ongoing product progress at Tinder and across the portfolio. Analyst Commentary Recent research on Match Group highlights a split view, with some analysts encouraged by Tinder product updates and others trimming price targets to reflect more conservative expectations for growth and profitability.
お知らせ • Apr 15Match Group, Inc. to Report Q1, 2026 Results on May 05, 2026Match Group, Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 05, 2026
ナラティブの更新 • Apr 02MTCH: Product Momentum And Capital Returns Will Support Future Shareholder ValueAnalysts have kept the fair value estimate for Match Group steady at $36.47 while tweaking underlying assumptions slightly. This reflects a mix of reduced price targets from several firms and more constructive commentary around Tinder's product progress and user trends.
Upcoming Dividend • Mar 31Upcoming dividend of US$0.20 per shareEligible shareholders must have bought the stock before 07 April 2026. Payment date: 21 April 2026. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of American dividend payers (4.4%). Higher than average of industry peers (0.4%).
ナラティブの更新 • Mar 19MTCH: GenAI Features And Buybacks Will Support Future Re Rating PotentialMatch Group's fair value estimate edged down to $46.08 from $46.80 as analysts reset price targets following more cautious revenue growth assumptions, even as recent research points to improving Tinder product execution and user trends. Analyst Commentary Street research on Match Group shows a mixed backdrop of reset expectations alongside growing interest in Tinder's product roadmap and usage trends.
Recent Insider Transactions • Mar 09Chief Operating Officer recently sold US$1.8m worth of stockOn the 6th of March, Hesam Hosseini sold around 59k shares on-market at roughly US$30.13 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Hesam's only on-market trade for the last 12 months.
Recent Insider Transactions Derivative • Mar 06CEO & Director exercised options and sold US$1.1m worth of stockOn the 1st of March, Spencer Rascoff exercised options to acquire 35k shares at no cost and sold these for an average price of US$31.60 per share. This trade did not impact their existing holding. Since March 2025, Spencer's direct individual holding has increased from 66.59k shares to 203.12k. Company insiders have collectively sold US$9.2m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Mar 06Match Group, Inc. Announces Elimination of Chief Operating Officer Role and Transition of Hesam Hosseini, Effective June 2, 2026Match Group, Inc. informed Hesam Hosseini, the Company's Chief Operating Officer and Chief Executive Officer, Evergreen & Emerging Brands, that the Company's Chief Operating Officer role was being eliminated, effective June 2, 2026. As a result, after further discussions with the Company and after over 15 years with the Company, Mr. Hosseini has decided to transition from the Company as of the effective June 2, 2026.
ナラティブの更新 • Mar 05MTCH: AI Features And Buybacks Will Support Future Shareholder ReturnsAnalysts have trimmed their average price target on Match Group by low single digit dollar amounts, with cuts of $1 to $3 from several firms, reflecting more cautious assumptions on sector multiples and competitive risks, even as core revenue growth and margin expectations remain broadly intact. Analyst Commentary Recent research on Match Group points to a mixed but measured stance, with both optimistic and cautious voices focusing on valuation, growth durability, and execution against competitive and technology themes.
ナラティブの更新 • Feb 19MTCH: AI And Share Repurchases Will Support Future Shareholder ReturnsAnalysts have modestly reduced their average price target on Match Group by about $1, reflecting updated views on slower revenue growth and slightly lower profit margins, which are partly offset by the use of a higher future P/E multiple in their models. Analyst Commentary Recent research on Match Group shows a mix of optimism and caution, with several firms adjusting price targets in both directions and refining their views on growth and profitability.
お知らせ • Feb 17Match Group, Inc. Announces Board ChangesMatch Group, Inc. announced that Pamela Seymon has decided to step down from the Board, effective as of the 2026 Annual Meeting. Match Group board member Sharmistha Dubey has decided not to stand for reelection at the 2026 Annual Meeting.
Declared Dividend • Feb 06Fourth quarter dividend of US$0.20 announcedShareholders will receive a dividend of US$0.20. Ex-date: 7th April 2026 Payment date: 21st April 2026 Dividend yield will be 2.4%, which is higher than the industry average of 0.4%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (18% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 04Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: US$2.53 (up from US$2.12 in FY 2024). Revenue: US$3.49b (flat on FY 2024). Net income: US$613.4m (up 11% from FY 2024). Profit margin: 18% (up from 16% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.9%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
ナラティブの更新 • Feb 04MTCH: Mixed Execution Risk And GenAI Benefits Will Shape 2026 SetupAnalysts have raised their fair value estimate for Match Group to $31 from $28, citing updated views on revenue growth and profitability, as well as a lower forward P/E multiple. This change comes alongside recent price target increases from firms such as Morgan Stanley and Wolfe Research, despite some cuts from other banks.
お知らせ • Feb 04+ 1 more updateMatch Group, Inc. Provides Earnings Guidance for the First Quarter and Full Year of 2026Match Group, Inc. provided earnings guidance for the first quarter and full year of 2026. For the quarter, the company expected total revenue of $850 to $860 million, up 2% to 3% Y/Y. For the year, total revenue of $3,410 to $3,535 million, approximately flat Y/Y at the midpoint of the range.
ナラティブの更新 • Jan 21MTCH: GenAI Monetization And Buybacks Are Expected To Support Future UpsideAnalysts nudged their price targets for Match Group higher, with our fair value estimate moving from US$46.61 to US$46.80. They are factoring in updated views on revenue growth, profitability, and future P/E multiples, supported by recent research pointing to potential benefits from GenAI and product catalysts across internet names.
お知らせ • Jan 14Match Group, Inc. to Report Q4, 2025 Results on Feb 03, 2026Match Group, Inc. announced that they will report Q4, 2025 results After-Market on Feb 03, 2026
ナラティブの更新 • Jan 07MTCH: AI Product Catalysts And Buybacks Will Support Future ReturnsNarrative Update on Match Group The analyst price target for Match Group has been revised to $43 from $42. Analysts attribute this change to potential upside from AI-related product catalysts, estimate revisions, and what they view as supportive capital allocation and macroeconomic conditions.
Upcoming Dividend • Dec 30Upcoming dividend of US$0.19 per shareEligible shareholders must have bought the stock before 06 January 2026. Payment date: 21 January 2026. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of American dividend payers (4.4%). Higher than average of industry peers (0.3%).
ナラティブの更新 • Dec 23MTCH: Safety Improvements Will Support Stronger User Monetization And Share RepurchasesThe analyst price target for Match Group has been raised by about 9% to approximately $47 from around $43, as analysts factor in modestly stronger long term revenue growth, slightly higher profit margins, and a marginally richer future P E multiple despite a higher discount rate. Analyst Commentary Bullish analysts view the higher price target for Match Group as a reflection of improving execution on product innovation and monetization initiatives.
分析記事 • Dec 10Match Group (NASDAQ:MTCH) Will Pay A Dividend Of $0.19The board of Match Group, Inc. ( NASDAQ:MTCH ) has announced that it will pay a dividend of $0.19 per share on the 21st...
お知らせ • Dec 10Match Group Announces Board AppointmentsMatch Group announced that CEO Spencer Rascoff will join its Board of Directors, and Overtone Founder and CEO Justin McLeod will be its Chairman. McLeod, who founded Hinge in 2011, will remain an advisor to Hinge through March to support the transition. His new company, Overtone, will build on his longstanding commitment to responsible, human-centered technology to support people seeking deeper relationships.
ナラティブの更新 • Dec 09MTCH: Share Repurchases And User Monetization Will Support Balanced Future ReturnsAnalysts nudged their price target on Match Group slightly higher to approximately $37.32 from about $37.32, reflecting marginally lower discount rate assumptions while maintaining steady expectations for revenue growth, profit margins, and future earnings multiples. Analyst Commentary Recent Street discussions around Match Group reflect a balanced mix of optimism on execution and user monetization, alongside caution about competitive intensity and macro driven volatility in discretionary spending.
お知らせ • Nov 29Match Group, Inc. Appoints Darrell Cavens as A New DirectorMatch Group's Board of Directors will appoint e-commerce executive Darrell Cavens as a new Director in connection with the 2025 annual meeting, the company said. Cavens' appointment follows a deliberate and thorough search process, reflecting Match Group's continuous approach to board refreshment. With this appointment, Match Group further strengthens the board's depth of expertise in digital commerce, consumer engagement, and technology-driven innovation. Darrell Cavens brings nearly 20 years of leadership experience in e-commerce and technology-driven businesses. As co-founder and CEO of Zulily, he successfully led the company from inception to its public offering, as well as completing MA transactions and liquidity events. His strategic insights into online retail, innovation, and technology infrastructure will be a valuable asset to Match Group as the company advances its strategy. Previously, Cavens also held leadership positions at Qurate Retail and Microsoft, as well as serving as chief technology officer and senior vice president, Marketing at Blue Nile, where he played a key role in scaling the company into the largest online diamond retailer. He brings to Match Group a strong background in online retailing, technology and data analytics. In addition to his executive leadership roles, he serves on the board of Tapestry (parent company of Coach, Kate Spade New York, and Stuart Weitzman) and Brooks Running, a subsidiary of Berkshire Hathaway, bringing extensive governance experience across consumer retail, technology, and e-commerce sectors. Match Group also announced that it will seek stockholder approval at its upcoming annual meeting to declassify the board. The company's directors are currently dividend into three classes, with the members serving staggered three-year terms. The declassification proposal will be detailed in the company's 2025 proxy statement, which will be filed with the Securities and Exchange Commission in advance of the company's upcoming annual meeting.
ナラティブの更新 • Nov 25MTCH: Share Buybacks And Improved Margins Will Support Earnings Upside AheadMatch Group's analyst price target was modestly reduced from $37.74 to $37.32, as analysts cited slight adjustments in expected revenue growth and discount rates while highlighting stable future profit margins. Analyst Commentary Market observers provide mixed signals regarding Match Group's near-term prospects, focusing on the balance of valuation, growth execution, and external risks impacting the stock's outlook.
Recent Insider Transactions • Nov 21CEO & Director recently bought US$446k worth of stockOn the 20th of November, Spencer Rascoff bought around 14k shares on-market at roughly US$31.84 per share. This transaction amounted to 9.3% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth US$498k. Spencer has been a buyer over the last 12 months, purchasing a net total of US$5.0m worth in shares.
分析記事 • Nov 13We Think You Can Look Beyond Match Group's (NASDAQ:MTCH) Lackluster EarningsThe market for Match Group, Inc.'s ( NASDAQ:MTCH ) shares didn't move much after it posted weak earnings recently. Our...
Declared Dividend • Nov 07Third quarter dividend of US$0.19 announcedDividend of US$0.19 is the same as last year. Ex-date: 6th January 2026 Payment date: 21st January 2026 Dividend yield will be 2.3%, which is higher than the industry average of 0.4%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (19% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 52% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
ナラティブの更新 • Nov 07MTCH: Improved Profit Margins And Operational Efficiencies Will Drive Stronger PerformanceMatch Group's analyst price target has been revised downward from $38.47 to $37.74, as analysts anticipate modestly stronger revenue growth and profit margins while applying a higher discount rate to reflect a slightly riskier outlook for the company. Analyst Commentary Analysts remain divided in their views of Match Group's prospects, reflecting both renewed optimism about growth and ongoing concerns tied to the company's execution and risk profile.
Reported Earnings • Nov 06Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: US$0.67 (up from US$0.53 in 3Q 2024). Revenue: US$914.3m (up 2.1% from 3Q 2024). Net income: US$160.7m (up 18% from 3Q 2024). Profit margin: 18% (up from 15% in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.1%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
お知らせ • Nov 05+ 1 more updateMatch Group, Inc. Provides Earnings Guidance for the Fourth Quarter Ending December 31, 2025Match Group, Inc. provided earnings guidance for the fourth quarter Ending December 31, 2025. For the quarter, the company expects total Revenue of $865 million to $875 million, up 1% to 2% Y/Y. Net income attributable to Match Group, Inc. shareholders to be between $159 million to $164 million.
お知らせ • Oct 22Match Group and Its Flagship App Tinder to Expand Facial Verification Feature Across the U.S., Setting A New Standard for Dating SafetyMatch Group and its flagship app, Tinder, announced the U.S. rollout of Face Check, a first-of-its-kind facial verification feature that helps confirm users are real and match their profile photos. Face Check is now required for all new users in seven countries and the state of California, and will roll out to additional U.S. states in the coming months as part of Tinder's next phase of safety innovation aimed at building greater trust, reducing impersonation, and redefining authenticity in dating.With Face Check, Tinder becomes the first major dating app to integrate mandatory facial liveness verification directly into the onboarding experience, marking an important step toward building a more secure and trustworthy platform for people to connect. How it works: New members complete Face Check by taking a short video selfie within the app. The system helps confirm, a) That the person is real and physically present and b) That their face matches the one shown in their profile photos. If the scanned face matches a profile photo, members receive Tinder's Photo Verified badge, signaling to others that they have been authenticated. Face Check also detects when the same face is used across multiple accounts, adding an additional layer of protection against impersonation and fake profiles. Face Check has already been launched in Colombia, Canada, Australia, India, and several countries across Southeast Asia, and plans continue rolling out globally in markets where local regulations permit. When coupled with other recent safety initiatives, early results have shown meaningful improvements in user safety and confidence, such as: Over 60% decrease in exposure to potential bad actors, Over 40% decrease in bad actor reports,Meaningful improvements in users' reported perceptions of authenticity and trust . These results highlight how Tinder's investment in next-generation safety innovation is reshaping what users can expect from dating apps, using technology, design, and accountability to make every connection more authentic and every experience more secure.
お知らせ • Oct 15Match Group, Inc. to Report Q3, 2025 Results on Nov 04, 2025Match Group, Inc. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Nov 04, 2025
Upcoming Dividend • Sep 26Upcoming dividend of US$0.19 per shareEligible shareholders must have bought the stock before 03 October 2025. Payment date: 17 October 2025. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of American dividend payers (4.5%). Higher than average of industry peers (0.3%).
分析記事 • Sep 22At US$38.51, Is Match Group, Inc. (NASDAQ:MTCH) Worth Looking At Closely?Match Group, Inc. ( NASDAQ:MTCH ), might not be a large cap stock, but it led the NASDAQGS gainers with a relatively...
Recent Insider Transactions • Aug 31CEO & Director recently bought US$498k worth of stockOn the 26th of August, Spencer Rascoff bought around 13k shares on-market at roughly US$37.57 per share. This transaction amounted to 9.6% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Spencer has been a buyer over the last 12 months, purchasing a net total of US$4.5m worth in shares.
Recent Insider Transactions • Aug 10Independent Director recently sold US$459k worth of stockOn the 7th of August, Stephen Bailey sold around 13k shares on-market at roughly US$36.72 per share. This transaction amounted to 61% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$4.3m more than they bought in the last 12 months.
分析記事 • Aug 09Earnings Update: Here's Why Analysts Just Lifted Their Match Group, Inc. (NASDAQ:MTCH) Price Target To US$37.68NasdaqGS:MTCH 1 Year Share Price vs Fair Value Explore Match Group's Fair Values from the Community and select yours...
Recent Insider Transactions Derivative • Aug 08Independent Director notifies of intention to sell stockStephen Bailey intends to sell 13k shares in the next 90 days after lodging an Intent To Sell Form on the 7th of August. If the sale is conducted around the recent share price of US$36.72, it would amount to US$459k. Since December 2024, Stephen's direct individual holding has increased from 12.40k shares to 20.56k. Company insiders have collectively sold US$5.2m more than they bought, via options and on-market transactions in the last 12 months.
ナラティブの更新 • Aug 07New AI Features And Global Expansion Will Energize Online DatingWith no changes in analyst reasoning or underlying key metrics such as revenue growth (4.8% per annum) and discount rate (9.17%), Match Group's consensus analyst price target remains steady at $37.21. What's in the News Completed repurchase of 13,722,525 shares (5.49% of shares) for $419.7 million under the buyback announced on December 11, 2024.
分析記事 • Aug 07Match Group (NASDAQ:MTCH) Looks To Prolong Its Impressive ReturnsNasdaqGS:MTCH 1 Year Share Price vs Fair Value Explore Match Group's Fair Values from the Community and select yours...
Price Target Changed • Aug 06Price target increased by 9.0% to US$37.11Up from US$34.06, the current price target is an average from 19 analysts. New target price is approximately in line with last closing price of US$37.27. Stock is up 6.6% over the past year. The company is forecast to post earnings per share of US$2.19 for next year compared to US$2.12 last year.
Reported Earnings • Aug 06Second quarter 2025 earnings: EPS in line with analyst expectations despite revenue beatSecond quarter 2025 results: EPS: US$0.51. Revenue: US$863.7m (flat on 2Q 2024). Net income: US$125.5m (down 5.9% from 2Q 2024). Profit margin: 14% (in line with 2Q 2024). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Interactive Media and Services industry in the US.
お知らせ • Aug 06+ 1 more updateMatch Group, Inc. Declares Cash Dividend, Payable on October 17, 2025Match Group, Inc. Board of Directors has declared a cash dividend of $0.19per share of the company's common stock. The dividend is payable on October 17, 2025 to stockholders of record as of October 3, 2025.
お知らせ • Jul 16Match Group, Inc. to Report Q2, 2025 Results on Aug 05, 2025Match Group, Inc. announced that they will report Q2, 2025 results After-Market on Aug 05, 2025
Upcoming Dividend • Jun 26Upcoming dividend of US$0.19 per shareEligible shareholders must have bought the stock before 03 July 2025. Payment date: 18 July 2025. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of American dividend payers (4.8%). Higher than average of industry peers (0.4%).
分析記事 • Jun 18What Is Match Group, Inc.'s (NASDAQ:MTCH) Share Price Doing?While Match Group, Inc. ( NASDAQ:MTCH ) might not have the largest market cap around , it saw a decent share price...
お知らせ • May 22Match Group, Inc. (NasdaqGS:MTCH) acquired Bloomer Inc.Match Group, Inc. (NasdaqGS:MTCH) acquired Bloomer Inc. on May 20, 2025. Match Group, Inc. (NasdaqGS:MTCH) completed the acquisition of Bloomer Inc. on May 20, 2025.
Recent Insider Transactions • May 13CEO & Director recently bought US$2.0m worth of stockOn the 9th of May, Spencer Rascoff bought around 71k shares on-market at roughly US$28.05 per share. This transaction increased Spencer's direct individual holding by 1x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Spencer has been a buyer over the last 12 months, purchasing a net total of US$4.0m worth in shares.
Reported Earnings • May 09First quarter 2025 earnings: EPS exceeds analyst expectationsFirst quarter 2025 results: EPS: US$0.47. Revenue: US$831.2m (down 3.3% from 1Q 2024). Net income: US$117.6m (down 4.6% from 1Q 2024). Profit margin: 14% (in line with 1Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 18%. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Interactive Media and Services industry in the US.
お知らせ • May 08+ 1 more updateMatch Group, Inc. Announces Earnings Guidance for Second Quarter 2025Match Group, Inc. announced earnings guidance for second quarter 2025. For the period the company expects the Total Revenue of $850 to $860 million, down 2% to flat Y/Y.
お知らせ • Apr 30Match Group, Inc., Annual General Meeting, Jun 18, 2025Match Group, Inc., Annual General Meeting, Jun 18, 2025.
お知らせ • Apr 29Match Group Announces the Addition of Kelly Campbell to Its Board of DirectorsMatch Group announced its Board of Directors will add Kelly Campbell, the former president of NBCUniversal's Peacock, as a new director to its Board in connection with the 2025 Annual Meeting. With the election of Campbell at the Annual Meeting, over one third of the directors of Match Group will be new to the board over the past year. As a part of Match Group and Anson Funds' constructive engagement, Match Group and Anson Funds have entered into an information sharing agreement to facilitate ongoing collaboration. Match Group looks forward to continuing to engage with Anson Funds and all its stockholders as it continues to execute on its transformation and prioritize sustainable growth and long-term value creation. In connection with announcement, Anson Funds has agreed to withdraw its director nominations and proposal to declassify the Board. Campbell most recently served as President of Peacock, where she was responsible for growing NBCUniversal's streaming business and leading the platform's go-forward strategy. During her tenure, Peacock achieved record growth, supported by marquee experiences like Peacock's Paris Olympics hub and the first ever exclusive streaming of an NFL playoff game. She previously served as President of Hulu, where she led its subscription and live TV streaming businesses and oversaw its integration into Disney. Campbell also brings a deep understanding of brand, technology, and global marketing from her 12-year tenure at Google.
お知らせ • Apr 17Match Group, Inc. to Report Q1, 2025 Results on May 08, 2025Match Group, Inc. announced that they will report Q1, 2025 results Pre-Market on May 08, 2025
お知らせ • Apr 08Match Group to Appoint Darrell Cavens as Director to its Board of DirectorsMatch Group, Inc. announced its board of directors (the ‘Board’) will appoint seasoned e-commerce executive Darrell Cavens as a new director in connection with the 2025 annual meeting. Cavens' appointment follows a deliberate and thorough search process, reflecting Match Group's continuous approach to Board refreshment. With this appointment, Match Group further strengthens the Board's depth of expertise in digital commerce, consumer engagement, and technology-driven innovation. Darrell Cavens brings nearly 20 years of leadership experience in e-commerce and technology-driven businesses. As co-founder and CEO of Zulily, he successfully led the company from inception to its public offering, as well as completing M&A transactions and liquidity events. His strategic insights into online retail, innovation, and technology infrastructure will be a valuable asset to Match Group as the company advances its strategy. Previously, Cavens also held leadership positions at Qurate Retail and Microsoft, as well as serving as Chief Technology Officer and Senior Vice President, Marketing at Blue Nile, where he played a key role in scaling the company into the largest online diamond retailer. He brings to Match Group a strong background in online retailing, technology and data analytics. In addition to his executive leadership roles, he serves on the Board of Tapestry (parent company of Coach, Kate Spade New York, and Stuart Weitzman) and Brooks Running, a subsidiary of Berkshire Hathaway, bringing extensive governance experience across consumer retail, technology, and e-commerce sectors.
Upcoming Dividend • Mar 27Upcoming dividend of US$0.19 per shareEligible shareholders must have bought the stock before 03 April 2025. Payment date: 17 April 2025. Payout ratio is a comfortable 9.0% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of American dividend payers (4.7%). Higher than average of industry peers (0.4%).
Seeking Alpha • Mar 19Match Group: 12%+ Equity Yield Despite Signs Of Growth In Early 2025Summary Match Group's 2025 revenue guidance suggests flat growth, but a 50 bps AOI margin expansion and 15% FCF growth highlight potential investor attractiveness. Hinge's solid 19% YoY revenue and 27% YoY payer growth, paired with early 2025 DAU upticks (Tinder +2% MoM, Hinge +3% MoM), hint at upside to guidance. Leadership changes with Spencer Rascoff as CEO and a strong new C-level team are expected to accelerate execution and maintain strategic goals. Valuation appears attractive with a 12+% equity yield, suggesting room for a 60%+ rerating of shares, in my view. Read the full article on Seeking Alpha
お知らせ • Mar 13Anson Funds Plans to Nominate Director Candidates to Match GroupOn March 11, 2025, Anson Funds announced that it is gearing up for a boardroom fight at Match Group Inc and plans to nominate directors to the Company's 10-member board. Anson Funds stated that it is pushing the Company for changes in capital allocation, cost-cutting, and a strategic review of Company's MG Asia business, and concerns raised include governance issues and high executive turnover, with 4 CEOs in 5 years, and Anson Funds mentioned that Company’s board, led by new CEO Spencer Rascoff, emphasizes commitment to good governance and shareholder value. In addition, Anson Funds stated that despite incremental changes from past meetings, Anson remains dissatisfied with the pace of reform, and over the last year, Anson and the Company have held meetings, and the company has made some changes, including holding an investor day and agreeing to return capital, suggested by investors including Anson.
Recent Insider Transactions • Mar 09President recently sold US$8.0m worth of stockOn the 7th of March, Gary Swidler sold around 242k shares on-market at roughly US$32.86 per share. This transaction amounted to 99% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Gary's only on-market trade for the last 12 months.
お知らせ • Mar 03Match Group Announces Executive ChangesMatch Group announced the promotion of Hesam Hosseini to Chief Operating Officer, effective April 1. After a decade in senior leadership roles at the company, Gary Swidler will step down as President on that date and continue as an advisor to the company until July 4, 2025, as part of a thoughtfully planned transition. Hosseini, a seasoned leader within Match Group, brings extensive experience driving transformation and operational excellence across the company's global portfolio. Hosseini currently serves as CEO of Evergreen & Emerging Brands, where he has built a dynamic testing ground for new features and products at scale, strengthening Match Group's portfolio and driving long-term growth. In his new role, Hosseini will focus on driving growth and execution across the company while retaining oversight of the Evergreen & Emerging business unit and Match Group Trust & Safety. Additionally, he will now lead Corporate Development, Corporate Strategy, and the advertising sales team. Since initially joining Match Group in 2008, he has held multiple leadership roles, including CEO of Match and Match Affinity, CEO of Plenty of Fish, General Manager of New Initiatives, and General Manager of Match International. Hesam will be appointed Chief Operating Officer of Match Group on April 1, where he will focus on driving growth and execution across the portfolio, while overseeing Corporate Development, Corporate Strategy, Match Group Trust & Safety, the Evergreen & Emerging business unit, and the advertising sales team.Hesam currently serves as CEO of Evergreen & Emerging Brands. Throughout his long tenure at Match Group, Hesam has worked across a wide range of roles and brands, with one constant: a deep passion for the company's mission of fostering meaningful connections. Since initially joining Match Group in 2008, he has held multiple leadership roles, including CEO of Match and Match Affinity, CEO of Plenty of Fish, General Manager of New Initiatives, and General Manager of Match International. Most recently, as CEO of Evergreen & Emerging Brands, he spearheaded innovation at scale by launching and expanding new products that have strengthened Match Group's global portfolio and driven long-term growth. Hesam transformed Emerging Brands into a significant business, while also driving multiple strategic acquisitions and seamlessly integrating those companies into Match Group's portfolio. Prior to joining Match Group, Hesam held various management roles at technology startups and served as a consultant with McKinsey & Company. Hesam holds an undergraduate degree in business administration from the University of Western Ontario.
Seeking Alpha • Feb 24Match Group: A Value Trap With Worrying Drop In Paid Users (Rating Downgrade)Summary Match Group reported very disappointing user results in Q4, with Tinder paid users sharply dropping off and Hinge growth stalling. The company's plan to hit 4-6% revenue growth annually through FY27, as well as $3 billion in FCF over 3 years, seems a tough bar to hit. On top of slowing growth at Hinge, Hinge has a 20-point operating margin deficit to Tinder. Revenue mixing out of Tinder and into Hinge is a headwind to profits. Despite a seemingly attractive valuation at ~11x FCF, Match Group is a value trap due to declining payers, growth, and margins. Sell and invest elsewhere. Read the full article on Seeking Alpha
Recent Insider Transactions • Feb 11CEO & Director recently bought US$2.0m worth of stockOn the 6th of February, Spencer Rascoff bought around 60k shares on-market at roughly US$34.41 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was Spencer's only on-market trade for the last 12 months.
Reported Earnings • Feb 05Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: US$2.12 (down from US$2.36 in FY 2023). Revenue: US$3.48b (up 3.4% from FY 2023). Net income: US$551.3m (down 15% from FY 2023). Profit margin: 16% (down from 19% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.3%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has fallen by 34% per year, which means it is significantly lagging earnings.
お知らせ • Feb 05Match Group Declares Cash Dividend on Common Stock, Payable on April 17, 2025Match Group's Board of Directors has declared a cash dividend of $0.19 per share of the company's common stock. The dividend is payable on April 17, 2025 to stockholders of record as of April 3, 2025.
Seeking Alpha • Feb 05Match Group: This Could Be The Turning PointSummary Despite a low multiple, Match Group's revenue growth and capital allocation remain unconvincing, leading me to maintain a Hold rating. Q4 results show a 1% revenue decline, with Tinder's revenue dropping 3% and paying users down 5%. Match's capital allocation strategy, focusing on share buybacks, is questioned; investing in growth could be more beneficial given a 16% ROIC. With a new CEO and potential for multiple expansion, I'll wait a few quarters to reassess Match's performance and strategy. Read the full article on Seeking Alpha
お知らせ • Feb 05+ 2 more updatesMatch Group, Inc. Provides Earnings Guidance for the First Quarter Ending March 31, 2025 and Year Ending December 31, 2025Match Group, Inc. provided earnings guidance for the first quarter ending March 31, 2025 and year ending December 31, 2025. For the quarter, the company expects operating income to be $155 million to $160 million. Revenue to be $820 million to $830 million. For the year, the company expects operating income to be $802 million to $828 million. Revenue to be $3,375 million to $3,500 million.
Seeking Alpha • Jan 23Match Group: Unlocking The Value Of Tinder And HingeSummary Match Group is undervalued at ~8.6x FY 2024 free cash flow, with strong fundamentals, improving growth outlook, and proactive capital management initiatives. The company benefits from first-mover advantage and network effects, making it difficult for competitors to scale and compete financially. Despite recent challenges, Match Group's high profitability, scalable business model, and structural long-term growth tailwinds position it for market-beating returns. My valuation analysis suggests the stock could be more than double by FY 2027, driven by organic growth, multiple expansion, and share count reduction. Read the full article on Seeking Alpha
お知らせ • Jan 17Match Group, Inc. to Report Q4, 2024 Results on Feb 04, 2025Match Group, Inc. announced that they will report Q4, 2024 results After-Market on Feb 04, 2025
Seeking Alpha • Dec 12Match: There May Be Hope With A Rebound In Tinder Payers And A New Capital Returns Plan (Rating Upgrade)Summary I'm upgrading Match to a neutral rating after the company unveiled ambitious targets at its recent December investor day. The company plans to drive 4-6% growth through the next three years and generate $3+ billion of cumulative FCF, which relies on both Hinge and Tinder to grow. Tinder has been a sore spot for Match lately, but Q3 results showed a rebound in active payers. We'll have to keep a close eye on if these trends sustain. The stock is cheap at <10x P/E and ~3x forward revenue, leading to my more sanguine opinion on the stock after its sharp recent declines. Read the full article on Seeking Alpha
お知らせ • Dec 11Match Group, Inc. Announces Initiation of Quarterly Cash Dividend, Payable on January 21, 2025Match Group, Inc. announced its Board of Directors has announced initiation of quarterly cash dividend of $0.19 per share of outstanding common stock, payable on January 21, 2025 to shareholders of record as of the close of business on January 6, 2025. Going forward, the Company expects to declare a dividend in a similar amount on a quarterly basis, subject to market conditions and approval by the Board of Directors. Assuming a dividend of $0.19 per quarter for the fiscal year, this equates to a dividend of $0.76 annually, which at current share prices would imply a more than 2% annual dividend yield. The Company believes it has the capacity to increase the amount of the quarterly dividend in the future.
お知らせ • Nov 26Rosen Law Firm Files Securities Class Action Lawsuit on Behalf of Match Group, Inc. InvestorsRosen Law Firm announced it has filed a class action lawsuit on behalf of purchasers of the securities of Match Group, Inc. between May 2, 2023 and November 6, 2024, both dates inclusive (the “Class Period”). The lawsuit seeks to recover damages for Match Group investors under the federal securities laws. According to the lawsuit, defendants throughout the Class Period made false and/or misleading statements and/or failed to disclose that: (1) Match Group materially understated the challenges affecting Tinder and, as a result, understated the risk that Tinder’s monthly active user count would not recover by the time that Match Group reported its financial results for the third quarter of 2024; and (2) as a result, defendants’ statements about Match Group’s business, operations, and prospects were materially false and misleading and/or lacked a reasonable basis at all times. When the true details entered the market, the lawsuit claims that investors suffered damages.
Valuation Update With 7 Day Price Move • Nov 13Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$30.88, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 11x in the Interactive Media and Services industry in the US. Total loss to shareholders of 79% over the past three years.
Price Target Changed • Nov 08Price target decreased by 8.3% to US$39.71Down from US$43.29, the current price target is an average from 25 analysts. New target price is 30% above last closing price of US$30.56. Stock is up 2.9% over the past year. The company is forecast to post earnings per share of US$2.00 for next year compared to US$2.36 last year.
Reported Earnings • Nov 07Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: US$0.53 (down from US$0.59 in 3Q 2023). Revenue: US$895.5m (up 1.6% from 3Q 2023). Net income: US$136.5m (down 17% from 3Q 2023). Profit margin: 15% (down from 19% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.4%. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 41% per year, which means it is significantly lagging earnings.
Seeking Alpha • Nov 07Match's Q3 Results: Activist Investors Will Tighten The NooseSummary Match Group's Q3 results missed estimates, with declining revenues and tepid Q4 forecasts, challenging the promised turnaround and sparking activist investor pressure. Falling revenue per user and conflicting ALC features and subscription strategies are worsening unit economics, particularly impacting Tinder's performance. Despite weak Q3 results, activist investors' interest in Match's turnaround remains strong, potentially driving significant changes at the company. I maintain a Hold rating on Match Group, revising down price targets due to slower growth and uncertain mid-term prospects. Read the full article on Seeking Alpha
お知らせ • Oct 18Match Group, Inc. to Report Q3, 2024 Results on Nov 06, 2024Match Group, Inc. announced that they will report Q3, 2024 results After-Market on Nov 06, 2024
お知らせ • Oct 08Match Group Announces Chief Financial Officer ChangesMatch Group announced the appointment of Steven Bailey as Chief Financial Officer, effective March 1, 2025. Gary Swidler will transition out of his CFO role on that date and continue in his position as President of Match Group. Bailey, Bailey, age 42, currently the Senior Vice President of Financial Planning & Business Operations, has held leadership roles across these areas of Match Group since 2012. His expertise spans financial strategy, operational efficiency, and corporate planning across the Company's diverse portfolio of brands. His promotion to CFO underscores the Company's focus on driving long-term strategic growth and exercising strong cost discipline. In his new role, Bailey will oversee investor relations, accounting, tax, and treasury, in addition to his current responsibilities. Steven Bailey has been the Senior Vice President of Financial Planning and Business Operations at Match Group since 2022, where he oversees key functions including financial planning & analysis, real estate & facilities, security & crisis management, workplace experience, central data engineering, and business technology, globally. Steven joined Match Group in 2012 and has held positions of increasing responsibility with the Company, including Chief Financial Officer of Match Group Americas. Prior to Match Group, Steven served as Manager, Financial Planning & Analysis, for Dow Jones. He began his career at Heritage Building Group, where he held various finance and operations roles. Steven holds an M.B.A. in Finance from Lehigh University. He also holds a B.A. in Finance from Bloomsburg University.
Seeking Alpha • Oct 06Match Group: A Value Trap That's Getting More Risky To Invest InSummary Shares of Match have rallied since the middle of summer, erasing the stock’s YTD losses. In my view, this glazes past Match’s many challenges, including a persistent decline in paid users (driven by Tinder) and an outlook that calls for steeper revenue deceleration. While Match has been shedding paid users, both Bumble and Grindr, the other two publicly traded dating app stocks, are gaining. Making matters worse, Match’s operating margins are also declining. The stock may be cheap on a P/E basis, but it’s a value trap. Read the full article on Seeking Alpha
お知らせ • Sep 23Match Group, Inc.(NasdaqGS:MTCH) dropped from FTSE All-World Index (USD)Match Group, Inc.(NasdaqGS:MTCH) dropped from FTSE All-World Index (USD)
