Match Group (MTCH) Stock Rises on Q4 2025 Earnings

Match Group Inc. (MTCH) reported fourth-quarter 2025 results with revenue of $878 million, up 2.1% year‑over‑year, versus an estimate of $888.7 million. Net income attributable to common shareholders rose 32.4% to $209.6 million, and diluted earnings per share were $0.83, a 40.7% increase versus the prior year and above the estimate of $0.71.

Gross profit: $655.5 million, up 5.1% year‑over‑year.

Operating profit: $284.7 million, up 27.4% year‑over‑year.

Cost of sales: $222.5 million, down 5.9% year‑over‑year.

Cash flow and balance sheet highlights:

Cash from operating activities: $322.8 million, up 26.7% year‑over‑year.

Cash and cash equivalents: $1.03 billion, up 6.4% year‑over‑year.

Purchases of property, plant and equipment: -$14.7 million (capex), up 93.8% year‑over‑year.

Total liabilities: $4.67 billion, up 3.9% year‑over‑year.

Following the announcement, the stock moved approximately 5.98% since market close.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Match Group Inc. Insider Trading Activity

Match Group Inc. insiders have traded $MTCH stock on the open market 5 times in the past 6 months. Of those trades, 2 have been purchases and 3 have been sales.

Here’s a breakdown of recent trading of $MTCH stock by insiders over the last 6 months:

SPENCER M RASCOFF (Chief Executive Officer) has made 2 purchases buying 27,250 shares for an estimated $943,552 and 0 sales.
STEPHEN BAILEY sold 12,500 shares for an estimated $458,951
PHILIP D EIGENMANN (Chief Accounting Officer) sold 6,531 shares for an estimated $245,024
ANN MCDANIEL sold 5,423 shares for an estimated $203,774

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

Match Group Inc. Hedge Fund Activity

We have seen 330 institutional investors add shares of Match Group Inc. stock to their portfolio, and 295 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

AQR CAPITAL MANAGEMENT LLC added 5,652,174 shares (+1163.7%) to their portfolio in Q3 2025, for an estimated $199,634,785
STARBOARD VALUE LP removed 4,241,537 shares (-27.7%) from their portfolio in Q3 2025, for an estimated $149,811,086
NUVEEN, LLC removed 3,520,573 shares (-83.2%) from their portfolio in Q3 2025, for an estimated $124,346,638
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 2,941,749 shares (-39.0%) from their portfolio in Q3 2025, for an estimated $103,902,574
HOLOCENE ADVISORS, LP added 2,635,085 shares (+2474.5%) to their portfolio in Q3 2025, for an estimated $93,071,202
STATE STREET CORP added 2,461,025 shares (+14.6%) to their portfolio in Q3 2025, for an estimated $86,923,403
NEUBERGER BERMAN GROUP LLC removed 2,055,988 shares (-38.9%) from their portfolio in Q3 2025, for an estimated $72,617,496

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Match Group Inc. Price Targets

Multiple analysts have issued price targets for $MTCH recently. We have seen 4 analysts offer price targets for $MTCH in the last 6 months, with a median target of $35.0.

Here are some recent targets:

Nathan Feather from Morgan Stanley set a target price of $37.0 on 01/13/2026
Shweta Khajuria from Evercore ISI Group set a target price of $35.0 on 11/05/2025
Youssef Squali from Truist Securities set a target price of $35.0 on 11/05/2025
Ken Gawrelski from Wells Fargo set a target price of $33.0 on 11/05/2025