Latest revenue
$863.9M
as of 2026-03-31
Latest net income
$166.8M
as of 2026-03-31
Net margin
19.3%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $8.35B
- Enterprise value
- $10.98B
- P/E (trailing)
- 3131.2×
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 2.2%
- 52-wk high
- $39.20
- 52-wk low
- $28.81
- Beta
- —
- Shares out
- 233.3M
5-year trend
What this company does
Match Group operates a portfolio of dating and social discovery apps, with Tinder as its flagship alongside Hinge, Match.com, Meetic, OkCupid, and Plenty of Fish. The company makes money primarily from user subscriptions and à la carte purchases (boosts, super likes) across its apps, generating $2.6 billion in revenue over the first nine months of 2025. Revenue is essentially flat year-over-year while management aggressively returns cash via $554 million in buybacks and a newly initiated dividend, pushing shareholders' equity into negative territory.
Generated from MTCH's filing dated 2026-02-26
Key risks
- Negative shareholders' equity of $(223.8)M and retained deficit of $6.18B; $497.6M of debt now current versus zero a year ago
- Revenue stagnation: 9-month revenue down slightly to $2.61B vs $2.62B YoY, signaling user/monetization challenges at Tinder and Hinge
- Aggressive buybacks ($553.8M YTD) plus $144M dividends funded while carrying $4.05B total debt and refinancing exchangeable notes
Generated from MTCH's filing dated 2026-02-26
Profitability
Operating margin
25.0%
5.7%Net margin
0.1%
Return on equity
-1.3%
Return on assets
0.1%
Leverage
Debt / equity
-18.60×
73.9%Long-term debt / equity
-14.00×
76.8%Debt / assets
105.7%
4.2%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $863.9M | +3.9% | $166.8M | +41.9% | 19.3% |
Q4 2025 2025-12-31 | $878.0M | +2.1% | — | — | — |
Q3 2025 2025-09-30 | $914.3M | +2.1% | — | — | — |
Q2 2025 2025-06-30 | $863.7M | -0.0% | — | — | — |
Q1 2025 2025-03-31 | $831.2M | -3.3% | $117.6M | — | 14.1% |
Q4 2024 2024-12-31 | $860.2M | — | — | — | — |
Q3 2024 2024-09-30 | $895.5M | +1.6% | — | — | — |
Q2 2024 2024-06-30 | $864.1M | +4.2% | — | — | — |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Services-Computer Programming, Data Processing, Etc. · SIC 7370
Your notes
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Insider activity
Insider buying
$943.6K
Insider selling
$2.9M
Net activity
−$1.9M
Distinct insiders
6
Open-market trades over the last 365 days.
Recent transactions
| Date | Insider | Type | Shares | Price | Value | |
|---|---|---|---|---|---|---|
| 2026-05-08 | Melissa Anne Brenner Director | Sale | 5,141 | $35.94 | $184.8K | |
| 2026-03-06 | Hesam Hosseini Chief Operating Officer | Sale | 59,013 | $30.13 | $1.8M |
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns MTCH
Institutional value
$3.64B
Total shares held
128.3M
Distinct holders
377
As of
2026-03-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 28.8M | $883.4M | — | New |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 14.7M | $452.4M | — | New |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 10.5M | $321.3M | — | New |
| 4 | UBS Group AG | 6.5M | $200.9M | — | New |
| 5 | EDMOND DE ROTHSCHILD HOLDING S.A. | 4.9M | $152.0M | — | New |
| 6 | JUPITER ASSET MANAGEMENT LTD | 4.1M | $126.0M | — | New |
| 7 | Walleye Capital LLC | 3.9M | $121.3M | — | New |
| 8 | Invesco Ltd. | 3.2M | $99.5M | — | New |
| 9 | DIMENSIONAL FUND ADVISORS LP | 3.2M | $97.8M | — | New |
| 10 | Bank of New York Mellon Corp | 2.6M | $81.4M | — | New |
| 11 | FIRST TRUST ADVISORS LP | 2.4M | $73.9M | — | New |
| 12 | SEIZERT CAPITAL PARTNERS, LLC | 2.1M | $64.7M | — | New |
| 13 | Retirement Systems of Alabama | 2.0M | $60.5M | — | New |
| 14 | DEPRINCE RACE & ZOLLO INC | 1.5M | $47.6M | — | New |
| 15 | JPMORGAN CHASE & CO | 1.5M | $46.0M | — | New |
| 16 | JANE STREET GROUP, LLC | 1.5M | $45.7M | — | New |
| 17 | VANGUARD FIDUCIARY TRUST CO | 1.5M | $44.8M | — | New |
| 18 | Russell Investments Group, Ltd. | 1.3M | $39.2M | — | New |
| 19 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.2M | $35.9M | — | New |
| 20 | PRINCIPAL FINANCIAL GROUP INC | 1.1M | $35.1M | — | New |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
- 1
With $497.6M of debt now current and negative shareholders' equity of $224M, how do you prioritize the $554M YTD buyback pace versus refinancing risk?
- 2
Nine-month revenue declined slightly to $2.609B versus $2.619B; which brands drove the shortfall and when does Tinder return to durable payer growth?
- 3
G&A jumped to $396M from $324M YTD—what's driving the 22% increase, and how much relates to legal, restructuring, or regulatory matters?
Refreshed when MTCH files a new report · last from 2026-02-26