Match Group, IncNasdaq: MTCH
Communication Services · Interactive Media & Services
$38.57
+3.06%
Vol: 3.1M
Research Digest
Thursday, April 16, 2026
Match Group increases quarterly dividend by 5% and schedules Q1 2026 earnings for May 5
Match Group Board declared a cash dividend of $0.20 per share, representing a 5% increase, payable April 21. Q1 2026 earnings are scheduled for May 5, 2026 after market close. Wells Fargo lowered price target from $33 to $30 on April 7 while maintaining an Equal-Weight rating, citing declining user engagement and competitive pressures. The stock is up 9.1% over the past month.
Previous Market Intelligence
13 daysApr 15Match Group to report Q1 2026 results May 5; Q4 2025 revenue $878M exceeded estimates but full-year guidance missed.Mixed▶
Match Group will announce Q1 2026 results on May 5, 2026 after-market close with conference call at 5:00 p.m. ET. Q4 2025 revenue of $878M was up 2.1% year-over-year and exceeded estimates by 0.7%, but full-year revenue guidance significantly missed analyst expectations. User base declined 5.2% year-over-year to 13.84 million users. CEO Spencer Rascoff noted progress in three-phase transformation.
Apr 14Match Group increases dividend 5% to $0.20 quarterly; Wells Fargo initiates coverage with Equal Weight rating.Mixed▶
Match Group reported Q4 2025 EPS of $0.83, beating consensus by 16.91% while revenue of $878M missed by 1.21%. Board increased quarterly dividend 5% to $0.20 per share. FY 2026 guidance approximately flat at $3.41-$3.535B revenue. Wells Fargo initiated coverage with Equal Weight and $30 price target. Hinge spinout of AI venture Overtone announced.
Apr 13Match Group raises quarterly dividend to $0.20 per share; Q4 earnings show 29.3% EPS growth.Positive▶
Match Group announced quarterly dividend increase to $0.20 from $0.19, payable April 21. Q4 EPS grew 29.3% to $1.06. Institutional buying continues with Deprince Race & Zollo purchasing 785,383 shares. Company faces competition with paying users down 5%.
Apr 10Match Group cuts COO role and issues soft guidance as it invests heavily in AI while facing declining user engagement.Negative▶
Match Group reported Q4 2025 EPS of $1.06 (+29.3%) but faces declining paying users (down 5%) and flat revenue growth forecasts. Management eliminated the COO position. The company is investing in AI and new product initiatives at Tinder. Match was removed from S&P 500 Equal Weighted Index. Continued $1.5B buyback program. Analyst consensus Hold with $35.42 target.
Apr 9Match Group reports strong Q4 EPS but faces user engagement headwinds and competitive pressuresNeutral▶
Match Group reported Q4 2025 EPS of $1.06, up 29.3% YoY, beating expectations. However, company faces significant challenges with 4.7% drop in paying subscribers and 21% fall in average revenue per user. Competition rising with flat revenue growth forecasts. Portfolio includes Tinder, Hinge, Match, Meetic, OkCupid, and others. Stock rose 4.8% over past week. Company focusing on AI features and product innovations to compete in dating app market. Quarterly dividend $0.19 with 2.23% yield.
Apr 8Match Group Q4 results show $1.06 EPS as Hinge grows 26%; concerns over 4.7% subscriber decline lingerMixed▶
Match Group reported strong Q4 EPS growth (+29.3%) to $1.06 with Hinge showing 26% direct revenue growth as bright spot. However, company faces headwinds with 4.7% paying subscriber decline and 21% average revenue per user drop. Competition remains elevated with concerns over user engagement metrics. Upcoming SPARKS 2026 product event.
Apr 7No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Apr 6Match Group named Spencer Rascoff CEO; Q4 beat offset by user decline.Mixed▶
Match Group appointed Spencer Rascoff as CEO. Q4 earnings +29.3% to $1.06 but paying users declined 4.7% and ARPU fell 21% YoY. Hinge revenue grew 26%. Kelly Campbell joining Board. Cash dividend $0.20 ex-date April 7.
Apr 3Match Group declares 5% dividend increase and projects flat 2026 revenue growth of $3.41-3.54B despite Q4 earnings beat.Mixed▶
Match Group reported strong Q4 2025 earnings with a 29.3% increase in EPS to $1.06, though revenue growth remains flat. The Board declared a $0.20 per share cash dividend (5% increase). 2026 revenue projected at $3.41-3.535 billion indicating flat growth. Stock traded at $31.14-31.51 during April 1-3.
Apr 2Tinder hosted first-ever product event SPARKS on March 12; company removed from S&P 500; executing $1.5B share repurchase.Neutral▶
Match Group hosted Tinder SPARKS 2026 product event on March 12 to showcase upcoming features. Q4 2025 revenue flat YoY at $878M; FY25 total $3.487B also flat. Lackluster 2026 revenue guidance $3.41-3.54B reflects pricing/booking pressures. Allocated $60M to AI/product at Tinder. Removed from S&P 500 Equal Weight Index, added to Russell Small Cap Value. Executing $1.5B share repurchase with 6.9% of shares retired. Analyst consensus neutral at $38 median target.
Apr 1Match Group settles FTC privacy lawsuit over OkCupid data sharing; shifts to Russell Small Cap Index.Mixed▶
Match Group settled FTC lawsuit over OkCupid sharing user data with facial-recognition firm Clarifai. Removed from S&P 500 Equal Weight Index and added to Russell Small Cap Value Index. Morgan Stanley became constructive on Tinder evolution.
Mar 31Match Group announced COO elimination effective June 2 and shifted to Russell Small Cap Value Index; guides flat 2026 growth.Negative▶
Match Group will eliminate its COO position effective June 2, with Hesam Hosseini departing after 15 years. The company was removed from S&P 500 Equal Weight Index and added to Russell Small Cap Value Index. Full year 2026 guidance for ~flat revenue at $3.41-$3.535 billion midpoint. Tinder hosted SPARKS 2026 product event March 12. Dividend increased 5% to $0.20.
Mar 30Match Group eliminates COO role and moves to Russell Small Cap Value Index, signaling shift as dating platforms struggle with Gen Z engagement.Negative▶
Match Group eliminated the COO role with COO Hesam Hosseini departing. Removed from S&P 500 Equal Weighted Index and added to Russell Small Cap Value Index. Facing challenges with falling payers and 21% annual decline in ARPU. Tinder hosted first product event SPARKS 2026 on March 12.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| GOOGLALPHABET | $385.59 | +0.21% | +28.3% | 28.4x | 1.13 | $4.66T |
| GOOGALPHABET | $382.99 | +0.27% | +28.3% | 28.2x | 1.13 | $4.62T |
| METAMETA | $609.01 | -0.47% | +6.8% | 16.9x | 1.31 | $1.55T |
| NFLXNETFLIX | $91.98 | -1.74% | -5.4% | 24.4x | 1.67 | $394.2B |
| TMUST | $195.98 | +0.25% | -1.6% | 14.0x | 0.42 | $211.6B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price above both MAs — bullish structure.