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Here's Why Investors Should Bet on Matson Stock for Now

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Key Takeaways

  • MATX's shares have surged more than 129% in the past year, outpacing its transportation-services industry.
  • MATX's EPS estimate rose over 32% for the current quarter and more than 13% for 2026 in 60 days.
  • Matson raised its quarterly dividend 5.6% to 38 cents, marking the fifth hike in the past five years.

Matson (MATX - Free Report) is benefiting from the management’s cost-management actions taken to drive its bottom line. The company's efforts to reward its shareholders are also commendable. Driven by these tailwinds, MATX’s shares have performed impressively on the bourse. If you have not taken advantage of the company’s share price appreciation yet, it’s time to do so.

Let’s delve deeper.

Factors Favoring MATX Stock

Northward Earnings Estimate Revision: The Zacks Consensus Estimate for earnings per share has been revised upward by more than 32% over the past 60 days for the current quarter. For 2026, the consensus mark for EPS has moved more than 13% north over the same time frame. The same is true for 2027. The favorable estimate revisions indicate brokers’ confidence in the stock.

Zacks Investment ResearchImage Source: Zacks Investment Research

Robust Price Performance: A look at the company’s price trend reveals that its shares have surged in excess of 129% over the past year, easily surpassing the Zacks Transportation-Services industry’s marginal growth.

1-Year Price Comparison

Zacks Investment ResearchImage Source: Zacks Investment Research

Bullish Industry Rank: The industry to which MATX belongs currently has a Zacks Industry Rank of 81 (out of 247). Such a favorable rank places it in the top 33% of Zacks Industries. Studies show that 50% of a stock price movement is directly related to the performance of the industry group to which it belongs.

A mediocre stock within a strong group is likely to outperform a robust stock in a weak industry. Reckoning the industry’s performance becomes imperative in this context.

Solid Zacks Rank: MATX currently sports a Zacks Rank #1 (Strong Buy).

Growth Factors: In June, Matson announced a 5.6% hike in its quarterly dividend, taking the total to 38 cents per share (annualized $1.52). The upped dividend highlights this transportation company’s commitment to creating value for its shareholders. Its current increase marks the fifth dividend hike by the company in the last five years. The generous dividend should enhance shareholder value and strengthen investor confidence in the company’s financial position.

Moreover, the company reported better-than-expected results in the second quarter of 2026. Improvement in the freight scenario and strong e-commerce demand also bode well for MATX.

Other Stocks to Consider

Investors interested in the Zacks Transportation sector may also consider stocks like Expeditors International of Washington, Inc. (EXPD - Free Report) and Seanergy Maritime Holdings (SHIP - Free Report) .

Expeditors currently sports a Zacks Rank #1. You can see the complete list of today’s Zacks #1 Rank stocks here.

EXPD has an expected earnings growth rate of 28.6% for 2026. The company has an encouraging earnings surprise history. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average beat of 17.2%.

Seanergy Maritime Holdings currently carries a Zacks Rank #2 (Buy).

SHIP has an expected earnings growth rate of more than 100% for the current year. The company also has an encouraging earnings surprise history. Its earnings topped the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average beat of 38%.

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