Matrix Service Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:MTRX Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
25 Nov 25	SellUS$59,743	Shawn Payne	Individual	5,231	US$11.42
20 Nov 25	SellUS$34,489	Shawn Payne	Individual	3,019	US$11.42
11 Nov 25	SellUS$103,755	Shawn Payne	Individual	8,250	US$12.58
16 Sep 25	BuyUS$29,313	John Chandler	Individual	2,300	US$12.74

Insider Trading Volume

Insider Buying: MTRX insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of MTRX?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	1,437,728	5.11%
General Public	2,634,215	9.37%
Institutions	24,052,584	85.5%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 66.04% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
11.8%	BlackRock, Inc.	3,304,511	US$39.1m	0.86%	no data
5.42%	The Vanguard Group, Inc.	1,522,943	US$18.0m	4.17%	no data
5.1%	Needham Investment Management, LLC	1,435,000	US$17.0m	1.06%	1.07%
3.91%	Westerly Capital Management LLC	1,100,000	US$13.0m	34.1%	4.27%
3.37%	Tontine Management, LLC	946,474	US$11.2m	54.1%	0.2%
3.03%	Harvey Partners, LLC	852,381	US$10.1m	-30.2%	0.91%
2.88%	Dimensional Fund Advisors LP	810,713	US$9.6m	-9.34%	no data
2.81%	American Century Investment Management Inc	788,921	US$9.3m	17.5%	no data
2.46%	First Wilshire Securities Management, Inc.	692,877	US$8.2m	-23.1%	2.13%
2.29%	Geode Capital Management, LLC	644,612	US$7.6m	3.92%	no data
2.26%	Azarias Capital Management, L.P.	634,843	US$7.5m	1.13%	3.0%
2.24%	Millennium Management LLC	630,396	US$7.5m	46.5%	0.01%
2.07%	First Eagle Investment Management, LLC	581,874	US$6.9m	14.3%	0.01%
1.96%	Royce & Associates, LP	550,782	US$6.5m	-22.1%	0.06%
1.89%	State Street Global Advisors, Inc.	530,968	US$6.3m	-2.4%	no data
1.88%	BNY Asset Management	528,859	US$6.3m	13.1%	no data
1.85%	John Hewitt	519,233	US$6.1m	26.8%	no data
1.45%	Centerbook Partners LP	407,721	US$4.8m	81.7%	0.24%
1.21%	Connor, Clark & Lunn Investment Management Ltd.	341,669	US$4.0m	19.4%	0.01%
1.17%	Russell Investment Management, LLC	327,733	US$3.9m	0.01%	no data
1.08%	AQR Capital Management, LLC	302,938	US$3.6m	3.3%	no data
1.05%	Acadian Asset Management LLC	295,438	US$3.5m	5.37%	no data
1.04%	Jacobs Levy Equity Management Inc	292,211	US$3.5m	-5.71%	0.01%
0.97%	Goldman Sachs Asset Management, L.P.	272,568	US$3.2m	2.09%	no data
0.92%	De Lisle Partners Llp	257,935	US$3.1m	8.41%	0.38%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/12/31 15:57
End of Day Share Price	2025/12/31 00:00
Earnings	2025/09/30
Annual Earnings	2025/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Matrix Service Company is covered by 9 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
null null	Argus Research Company
Fredric Buonocore	CJS Securities, Inc.
Brent Thielman	D.A. Davidson & Co.