Match Group (MTCH) Earnings Analysis

Match Group (MTCH) delivered mixed results in Q2 FY2026 on revenue of $853.1M versus the $857.8M estimate (-1.2% YoY) and EPS of $0.70. The next Match Group (MTCH) earnings date is Nov 3, 2026. Below is the full Match Group earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.

Match Group (MTCH) Earnings Analysis — key stats

Next earnings dateNov 3, 2026
Latest reported quarterQ2 FY2026
Earnings verdictMixed
EPS beat rate5 of last 8 (quarters above estimate)
Avg next-day move±6.6% (over the last 8 reports)
Post-earnings directionUp 2 / Down 6 (of the last 8 reports)
Implied move (next report)±19.4% (options-derived · into Nov 3, 2026)
Institutional ownership101.0% (13F as of 2026-06-30)
Top 10 holders48.8% (of shares outstanding)
Insider activity10 buys / 2 sells (recent Form 4 filings)
Revenue$853.1M (vs $857.8M est · -0.5% surprise · -1.2% YoY)
EPS$0.70 (vs $0.65 est · +7.2% surprise · +43.1% YoY)
Share price$37.95 (+1.8%)
Market cap$8.9B

Match Group (MTCH) Earnings Analysis — beat / miss history

QuarterRevenueEPSEPS surpriseNext-day moveVerdict
Q3 FY2026$853.1M vs $857.8M est$0.70 vs $0.65 est+7.2%-5.9%Mixed
Q2 FY2026$863.9M vs $854.7M est$0.69 vs $0.72 est-4.2%-0.4%Mixed
Q1 FY2026$878.0M vs $871.7M est$0.86 vs $0.81 est+6.2%-2.9%Mixed
Q4 FY2025$914.3M vs $914.9M est$0.82 vs $0.63 est+29.7%+2.1%Mixed
Q3 FY2025$863.7M vs $890.7M est$0.72 vs $0.81 est-11.1%+10.0%Miss
Q2 FY2025$831.2M vs $829.4M est$0.67 vs $0.38 est+76.0%-10.5%Mixed
Q1 FY2025$860.2M vs $851.0M est$0.82 vs $0.84 est-2.4%-5.1%Mixed
Q4 FY2024$895.5M vs $901.0M est$0.51 vs $0.48 est+6.3%-15.8%Mixed

Top institutional holders

Holder% outstandingSharesValueQoQ change
Blackrock, INC.11.8%28.6M$1.1B-0.7%
Ameriprise Financial INC7.9%19.2M$730.7M+44.7%
Undisclosed filer6.1%14.8M$561.3M+0.1%
Vanguard Capital Management LLC4.3%10.5M$400.2M+0.5%
Fuller & Thaler Asset Management, INC.3.5%8.4M$320.4M+8.7%
State Street Corp3.4%8.3M$315.3M-0.6%
Aqr Capital Management LLC3.3%8.0M$302.5M-17.5%
Starboard Value LP3.2%7.8M$295.8M-31.8%
Lsv Asset Management2.7%6.5M$248.7M+6.6%
Ubs Group Ag2.7%6.5M$246.8M-0.8%

Recent insider transactions

InsiderRoleDateTypeSharesValue
Schiffman Glenndirector2026-08-11Buy20K$489046
Schiffman Glenndirector2026-08-11Sell17K$626363
Schiffman Glenndirector2026-08-11Buy3K$109890
Schiffman Glenndirector2026-08-11Sell20K$489046
Schiffman Glenndirector2026-07-21Buy36$1395
Schiffman Glenndirector2026-07-21Buy35
Rascoff Spencer Mdirector, officer: Chief Executive Officer2026-07-21Buy5K
Rascoff Spencer Mdirector, officer: Chief Executive Officer2026-07-21Buy664

What you'll find

Frequently asked questions

When is Match Group's next earnings date?
Match Group's (MTCH) next scheduled earnings date is Nov 3, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Match Group (MTCH) beat or miss earnings?
In Q2 FY2026, Match Group (MTCH) posted mixed results — revenue of $853.1M versus the $857.8M estimate (-0.5% surprise) and EPS of $0.70 versus $0.65 expected (+7.2% surprise). Magnisto decodes every Match Group (MTCH) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Match Group beat earnings estimates?
Over its last 8 reported quarters, Match Group (MTCH) beat Wall Street EPS estimates 5 times, most recently a mixed result in Q3 FY2026. Magnisto tracks every Match Group (MTCH) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Match Group stock move after earnings?
Over its last 8 quarterly reports, Match Group (MTCH) moved an average of ±6.6% the day after earnings — ranging from -15.8% (Q4 FY2024) to +10.0% (Q3 FY2025). The stock rose after 2 of those 8 reports and fell after 6. Heading into its next report on Nov 3, 2026, options-implied volatility is pricing in a move of roughly ±19.4% (derived). Magnisto tracks the realized post-earnings move for every Match Group (MTCH) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of Match Group?
Institutions hold about 101.0% of Match Group's (MTCH) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (11.8%), Ameriprise Financial INC (7.9%), Undisclosed filer (6.1%). Magnisto lists Match Group's (MTCH) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Match Group (MTCH)?
In the most recent Form 4 filings Magnisto tracks, Match Group (MTCH) insiders recorded 10 purchases and 2 sales — net buying. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Match Group (MTCH) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Match Group (MTCH), anchored to the current $37.95 share price, so you can weigh the bull, base and bear cases for Match Group side by side.
Is Match Group (MTCH) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Match Group fits your own thesis and risk profile. This is research, not investment advice.

Related stocks

Educational research, not investment advice. Figures are illustrative and may be delayed.