MTCH at a glance
Match Group (MTCH, SEC CIK 891103) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 4, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Match Group (MTCH) reported revenue of $3.5 billion (up 0.2% from FY2024) and net income of $613.4 million. Diluted EPS was $2.38.
- As of June 30, 2026, 37 institutional investment managers tracked by SignalX reported holding Match Group (MTCH) shares worth $4.6 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by MCDANIEL ANN on September 2, 2026 of 3,531 shares at $42.43 per share.
- In the last 90 days, MTCH insiders reported 1 open-market purchase ($110K) and 3 open-market sales ($976K) on Form 4, a net sale of $867K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $3.5B
- +0.2% vs prior year
- Insiders · 90 days
- 1 buy · 3 sells
- Net −$867K
- 13F holders
- 37 funds
- $4.6B · +2 vs prior quarter
- Latest 8-K
- Aug 4, 2026
- Item 7.01 · Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Risk Factors
- Apple removed Azar app from App Store on Feb 22, 2026 following Feb 6 guideline update; reinstatement uncertain, potential impairment charge on acquisition goodwill
- Total debt ~$4.0B as of Dec 31, 2025 with only $499.4M revolving credit availability; Google in-app purchase partnership expires Q1 2027, fee increases expected after expiry
- Irish Data Protection Commission inquiry into Tinder's practices; broader GDPR/AI/platform liability compliance across EU creating regulatory enforcement exposure
- Facebook Dating leveraging massive user footprint; generative AI enabling new entrants to rapidly scale against Match Group's freemium model
- New CEO and CFO appointed Feb–Mar 2025 simultaneously; dual senior leadership transitions create execution risk during ongoing Tinder user base decline
Business Overview
- Portfolio of dating/social connection apps (Tinder, Hinge, Hinge+, HingeX, etc.) monetized via freemium subscriptions and à la carte features
- New "Fun/Focus/Familiarity" brand positioning framework introduced this year to articulate differentiated portfolio strategy across connection styles
- Enterprise-wide restructuring launched 2025: ~12% YoY headcount reduction to ~2,200 full-time employees, targeting cost reduction and portfolio consolidation ("One MG")
- Tinder launched Face Check facial verification feature in 2025 in select markets; Azar removed from Apple App Store February 22, 2026, limiting new iOS downloads
- UK Online Safety Act provisions (most effective 2025) and Australian Social Media Minimum Age Act now require "highly effective" age assurance measures, adding material compliance burden
Management Discussion & Analysis
- Total revenue $3.49B, up <1% YoY (+$7.8M); Direct Revenue flat at $3.41B; Indirect Revenue +18% to $72.3M
- Operating margin 25.0% vs 23.7%; Adjusted EBITDA $1.24B vs $1.25B, down 1%; net income $613M, up 11% YoY
- Best segment: Hinge Direct Revenue +26% to $690.9M, Adjusted EBITDA +36% to $226.5M; worst: Tinder Direct Revenue -4% to $1.86B, Adjusted EBITDA -7% to $941.4M
- Operating cash flow $1.08B; capex $56.8M; buybacks $788.8M (24.7M shares); dividends $186.3M; Term Loan $425M repaid; $700M 6.125% Senior Notes issued
- Tinder revenue expected to decline in 2026 at similar rate to 2025; Azar removed from Apple App Store Feb 2026: MG Asia Direct Revenue guided to decline high-single-digits %, Adjusted EBITDA margin guided low-to-mid 20%s
AI summary of the MTCH 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Cash-flow activity limited to $700 million 6.125% Senior Notes outstanding and 2026 Exchangeable Notes repaid
- Credit Facility availability $499.4 million, with $0.6 million outstanding in letters of credit
Risk Factors
- No material risk-factor changes identified; filing references the December 31, 2025 Form 10-K
- Forward-looking statements risk from unknown or unpredictable factors affecting business, financial condition, and results
- Share repurchase liquidity risk with $713,116,249 remaining authorization as of June 30, 2026
AI summary of the MTCH 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Q2 2026 results for quarter ended June 30, 2026, released August 4, 2026
- Press release and prepared remarks furnished as Exhibits 99.1 and 99.2
Item 8.01: Other Events
- Quarterly cash dividend of $0.20 per share declared by Match Group’s Board
- October 5, 2026 record date determines shareholder eligibility
Item EX-99.1: Item EX-99.1
- Q2 revenue $853M, down 1% YoY, while Adjusted EBITDA rose 14% to $331M and margin expanded to 39%
- Tinder DAU decline narrowed to 4%, the best result in 10 quarters, signaling early traction from product and algorithm changes
Item 5.07: Submission of Matters to a Vote of Security Holders
- Four directors reelected for one-year terms; Ann L. McDaniel faced the strongest opposition, with 34,663,099 votes against
- Say-on-pay failed: 114,012,022 votes against versus 85,252,504 in favor, signaling shareholder dissatisfaction with 2025 executive compensation
Item 7.01: Regulation FD Disclosure
- Q1 2026 results released for quarter ended March 31, 2026
- Press release and prepared remarks furnished as Exhibits 99.1 and 99.2
Item 8.01: Other Events
- Quarterly cash dividend of $0.20 per share declared by Match Group’s Board
- Payment scheduled for July 21, 2026
Item EX-99.1: Item EX-99.1
- Q1 revenue $864M, up 4%, while payers fell 5% to 13.5M; growth depended on RPP rising 10% to $20.90
- Net income rose 42% to $167M and Adjusted EBITDA 25% to $343M, lifting margins to 19% and 40%
AI summaries of MTCH 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for MTCH
Don't miss the next MTCH filing
- Alerts as it files. A push when MTCH files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut MTCH, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Edgett Sean | M | Oct 1, 2026 | 22,806 | - |
| Edgett Sean | M | Oct 1, 2026 | 945 | - |
| Edgett Sean | M | Oct 1, 2026 | 22,806 | - |
| Edgett Sean | M | Oct 1, 2026 | 945 | - |
| Edgett Sean | F | Oct 1, 2026 | 12,085 | $40.15 |
| CAVENS DARRELL | A | Sep 30, 2026 | 498 | $40.15 |
| Jones Laura Rachel | A | Sep 30, 2026 | 342 | $40.15 |
| Schiffman Glenn | A | Sep 30, 2026 | 374 | $40.15 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $3.5B | $3.5B |
| Operating Income | $916.9M | $823.3M | $872.5M |
| Net Income | $651.5M | $551.3M | $613.4M |
| Op. Margin | - | 23.7% | 25.0% |
| Net Margin | - | 15.8% | 17.6% |
| Balance Sheet | |||
| Total Assets | - | $4.5B | $4.5B |
| Equity | - | -$63.7M | -$253.5M |
| ROE | - | -866.0% | -242.0% |
| Per Share | |||
| EPS | - | $2.02 | $2.38 |
| Cash Flow | |||
| Operating CF | $896.8M | $932.7M | $1.1B |
| CapEx | $67.4M | $50.6M | $56.8M |
Source: XBRL data in Match Group (MTCH)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate MTCH share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 37 | $4.64B |
| Q1 2026 | 35 | $3.92B |
| Q4 2025 | 33 | $4.18B |
| Q3 2025 | 32 | $4.61B |
| Q2 2025 | 33 | $3.94B |
| Q1 2025 | 29 | $3.49B |
| Q4 2024 | 27 | $3.12B |
| Q3 2024 | 24 | $2.10B |
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- Bridgewater Associates LP+336.9K
- Mangrove Partners+5.9K
Source: 13F-HR filings on SEC EDGAR (aggregated from 250 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
MTCH filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Aug 28, 2026 | - | - | - |
| 4 | Aug 28, 2026 | - | - | - |
| 4 | Aug 13, 2026 | - | - | - |
| 10-Q | Aug 5, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| 4 | Jul 23, 2026 | - | - | - |
| 4 | Jul 23, 2026 | - | - | - |
| 4 | Jul 23, 2026 | - | - | - |
| 4 | Jul 23, 2026 | - | - | - |
| 4 | Jul 23, 2026 | - | - | - |
| 4 | Jul 23, 2026 | - | - | - |
| 4 | Jul 23, 2026 | - | - | - |
| 4 | Jul 23, 2026 | - | - | - |
| 4 | Jul 23, 2026 | - | - | - |
| 4 | Jul 23, 2026 | - | - | - |
| 4 | Jul 23, 2026 | - | - | - |
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MTCH SEC filings: frequently asked questions
Are MTCH insiders buying or selling?
In the last 90 days, Match Group (MTCH) officers, directors and 10% owners reported 1 open-market purchase worth $109,890 by 1 insider and 3 open-market sales worth $976,482 by 3 insiders on Form 4, a net sale of $866,592. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold MTCH stock?
As of June 30, 2026, the largest Match Group (MTCH) holders among the 13F filers tracked by SignalX were BlackRock ($1.1 billion), Ameriprise Financial ($730.7 million), Vanguard Portfolio Management LLC ($561.3 million), Vanguard Capital Management LLC ($400.2 million), State Street Corp ($315.3 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was MTCH's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Match Group (MTCH) reported revenue of $3.5 billion (up 0.2% from FY2024) and net income of $613.4 million. Diluted EPS was $2.38. The figures come from the XBRL data in the 10-K.
What are the main risks in MTCH's latest 10-K?
In the 10-K filed February 26, 2026, Match Group (MTCH) flagged: Apple removed Azar app from App Store on Feb 22, 2026 following Feb 6 guideline update; reinstatement uncertain, potential impairment charge on acquisition goodwill. Total debt ~$4.0B as of Dec 31, 2025 with only $499.4M revolving credit availability; Google in-app purchase partnership expires Q1 2027, fee increases expected after expiry. (AI summary of the Risk Factors section.)
What did MTCH report in its latest 8-K?
Match Group (MTCH) filed an 8-K on August 4, 2026 reporting Item 7.01 (Regulation FD Disclosure) and Item 8.01 (Other Events). Q2 2026 results for quarter ended June 30, 2026, released August 4, 2026.
What are the latest MTCH SEC filings?
Match Group (MTCH) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 4, 2026 and a Form 4 insider filing on October 2, 2026.
What is MTCH's SEC CIK number?
Match Group (MTCH)'s SEC Central Index Key (CIK) is 891103. EDGAR lists every MTCH filing under that number.
Ask anything about MTCH
The research agent reads MTCH's filings, financials, insider trades and 13F holders, then answers with sources.