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
11 Sep 24	SellUS$46,025	James Miller	Individual	4,500	US$10.23
22 Mar 24	SellUS$51,250	Kevin Durkin	Individual	3,900	US$13.14
20 Mar 24	SellUS$132,502	John Hewitt	Individual	10,000	US$13.25
09 Feb 24	SellUS$49,608	Kevin Durkin	Individual	3,900	US$12.72

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of MTRX?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	1,255,075	4.55%
General Public	2,851,262	10.3%
Hedge Funds	2,953,259	10.7%
Institutions	20,495,283	74.4%

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

Top Shareholders

Top 25 shareholders own 71.43% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
13.2%	BlackRock, Inc.	3,634,401	US$44.2m	8.45%	no data
5.5%	Harvey Partners, LLC	1,515,000	US$18.4m	8.21%	2.09%
5.22%	Azarias Capital Management, L.P.	1,438,259	US$17.5m	13%	8.02%
5.15%	Needham Investment Management, LLC	1,420,000	US$17.3m	38.5%	1.32%
5.06%	The Vanguard Group, Inc.	1,395,125	US$17.0m	1.7%	no data
4.97%	First Wilshire Securities Management, Inc.	1,369,407	US$16.7m	-28.5%	4.85%
4.2%	Dimensional Fund Advisors LP	1,156,147	US$14.1m	-1.4%	no data
3.99%	Westerly Capital Management LLC	1,100,000	US$13.4m	1.85%	6.27%
3.13%	Royce & Associates, LP	863,262	US$10.5m	14.3%	0.09%
2.91%	ACK Asset Management LLC	801,000	US$9.7m	0%	1.21%
2.17%	Geode Capital Management, LLC	598,103	US$7.3m	0.79%	no data
2.17%	Tontine Management, LLC	597,118	US$7.3m	-36.3%	0.22%
1.85%	Portolan Capital Management, LLC	509,059	US$6.2m	34.3%	0.43%
1.5%	Millennium Management LLC	413,023	US$5.0m	33.6%	no data
1.49%	John Hewitt	409,569	US$5.0m	14.2%	no data
1.39%	State Street Global Advisors, Inc.	384,173	US$4.7m	16.9%	no data
1.22%	Stanley-Laman Group Ltd.	335,444	US$4.1m	2.7%	0.51%
0.9%	Franklin Resources, Inc.	247,461	US$3.0m	-28%	no data
0.86%	Essex Investment Management Company, LLC	238,056	US$2.9m	0.27%	0.47%
0.86%	Northern Trust Global Investments	237,542	US$2.9m	156%	no data
0.78%	D. E. Shaw & Co., L.P.	214,006	US$2.6m	-24.9%	no data
0.77%	Oberweis Asset Management, Inc.	211,075	US$2.6m	0%	0.1%
0.76%	Renaissance Technologies LLC	209,100	US$2.5m	2.65%	no data
0.73%	Russell Investment Management, LLC	202,216	US$2.5m	9%	no data
0.67%	De Lisle Partners Llp	184,592	US$2.2m	0%	0.37%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 04:52
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2024/06/30

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 here.

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 .

Analyst Sources

Matrix Service Company is covered by 10 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.