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Johnson Matthey (GB:JMAT)
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Johnson Matthey (JMAT) AI Stock Analysis

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GB:JMAT

Johnson Matthey

(LSE:JMAT)

Rating:75Outperform
Price Target:
2,067.00p
▲(9.19% Upside)
Johnson Matthey's overall stock score reflects a combination of strong valuation, positive earnings call sentiment, and favorable technical indicators. The company's strategic initiatives and operational improvements contribute positively, although financial performance challenges and short-term segment issues temper the outlook. Continued focus on operational efficiency and cash flow management will be crucial for sustaining growth.

Johnson Matthey (JMAT) vs. iShares MSCI United Kingdom ETF (EWC)

Johnson Matthey Business Overview & Revenue Model

Company DescriptionJohnson Matthey Plc engages in the clean air, catalyst and hydrogen technology, and platinum group metals (PGM) service businesses in the United Kingdom, Germany, rest of Europe, the United States, rest of North America, China and Hong Kong, rest of Asia, and internationally. It operates through three segments: Clean Air, Efficient Natural Resources, and Other Markets. The Clean Air segment provides catalysts for emission control after-treatment systems to remove harmful emissions from vehicles, as well as cars, other light duty vehicles, trucks, buses, and non-road equipment powered by diesel and gasoline. The Efficient Natural Resources segment provides products and processing services for the use and transformation of critical natural resources including oil, gas, biomass, and platinum group metals; and circular economy solutions. This segment also offers specialty catalysts and additives; process technology and engineering design licenses; platinum group metal refining and recycling services, and chemical and industrial products; and other precious metal services. The Other Markets segment business portfolio includes precious metal pastes and enamels, battery systems, fuel cell technologies, battery materials, and green hydrogen; science and technology to develop the products for devices used in medical procedures; and detection, diagnostic, and measurement solutions. The company was formerly known as Johnson & Cock and changed its name to Johnson Matthey Plc in 1851. Johnson Matthey Plc was founded in 1817 and is based in London, the United Kingdom.
How the Company Makes MoneyJohnson Matthey generates revenue primarily through the sale of catalytic converters, which are essential for reducing vehicle emissions and are a key component of the automotive sector. Additionally, the company earns significant income from its precious metals division, where it refines and recycles precious metals, catering to various industries including jewelry, electronics, and investment. The company's revenue model is bolstered by long-term contracts with automotive manufacturers, partnerships with technology firms for innovative product development, and a strong position in the growing markets of battery materials and clean energy solutions, particularly in the context of increasing global focus on sustainability and emissions reduction.

Johnson Matthey Earnings Call Summary

Earnings Call Date:May 22, 2025
(Q4-2025)
|
% Change Since: 40.76%|
Next Earnings Date:Nov 26, 2025
Earnings Call Sentiment Positive
The earnings call highlighted significant strategic moves, particularly the sale of Catalyst Technologies and the commitment to enhanced shareholder returns. Operational improvements in Clean Air and the commissioning of a new PGM refinery set a positive outlook. However, challenges remain in the hydrogen segment and short-term impacts from the PGM transition, indicating a broadly positive but cautiously optimistic sentiment.
Q4-2025 Updates
Positive Updates
Catalyst Technologies Sale
Johnson Matthey announced the sale of Catalyst Technologies to Honeywell for £1.8 billion. The sale recognizes the improved performance of Catalyst Technologies, whose margins increased from 7% to 14% over three years, increasing sales by 50% and profitability threefold.
Clean Air Segment Improvement
Clean Air's operating margins improved from 8% to nearly 12%, with expectations to reach 16% to 18% by 2027-2028. The segment achieved a 100% win rate in heavy-duty diesel and increased its market share in light-duty gasoline, particularly hybrids.
New PGM Refinery
Johnson Matthey is on track to commission a new world-class PGM refinery by the end of 2026-2027. The new refinery is expected to significantly improve cash generation and operational efficiency.
Shareholder Returns Commitment
The company plans to return £1.4 billion to shareholders from the Catalyst Technologies sale and commits to £200 million in annual cash returns from 2026-2027 onwards.
Strong Cash Flow and Reduced Debt
The company reported strong free cash flow, partly due to the sale of the Medical Devices business, and reduced net debt to £799 million, maintaining a comfortable leverage ratio of 1.4x.
Negative Updates
Hydrogen Segment Challenges
Hydrogen Technologies faced delays in profitability, resulting in significant asset impairments. The market's growth has been slower than expected, impacting the segment's performance.
Automotive Volume Decline
Clean Air sales declined by 8% due to the challenging global automotive production environment, with significant headwinds from inflation and metal pricing pressure.
PGM Segment Transition Costs
The transition to the new PGM refinery will incur additional costs and lower metal recoveries in the short term, impacting the segment's profitability until full operational capacity is achieved.
Company Guidance
In the recent call, Johnson Matthey provided detailed guidance on their strategic and financial outlook. The company announced the sale of its Catalyst Technologies business to Honeywell for £1.8 billion, a move that will result in returning £1.4 billion to shareholders, equivalent to £8 per share based on the previous day's share price. The operating profit margin for Clean Air is expected to rise from the current 11.8% to 16%-18% by 2027-2028, with 90% of the £2 billion sales target for that period already secured. The company also highlighted improvements in their PGMS business, with sales expected to reach £450 million and margins around 30% by 2027-2028. Johnson Matthey plans to reduce CapEx significantly after completing its new refinery, leading to a sustainable free cash flow of at least £250 million annually from 2026-2027. The sale of Catalyst Technologies, which was previously a 7% operating profit business, will be completed in the first half of 2026, subject to regulatory approval.

Johnson Matthey Financial Statement Overview

Summary
Johnson Matthey shows a mixed financial performance with improved profitability and leverage ratios in 2025, indicating better operational efficiency and financial stability. However, challenges include declining revenues, lower EBITDA margins, and weakened cash flow generation.
Income Statement
65
Positive
Johnson Matthey shows a mixed performance in its income statement. The company has experienced fluctuating revenue levels, with a notable decline in revenue from 2024 to 2025. Gross profit margin remains relatively stable, but the net profit margin has improved significantly in 2025 due to a higher net income. The EBIT margin increased in 2025, suggesting better operational efficiency. However, the EBITDA margin is lower than in past years due to a reduced EBITDA, indicating potential challenges in managing operational costs.
Balance Sheet
70
Positive
The balance sheet reveals a strong equity position with a stable stockholders' equity and a favorable equity ratio. The debt-to-equity ratio shows a moderate level of leverage, which decreased in 2025, reflecting improved financial stability. The return on equity has improved significantly in 2025, indicating effective use of equity to generate profit. However, the total assets have decreased over the years, which could limit growth opportunities.
Cash Flow
60
Neutral
Cash flow analysis shows some concerns. Operating cash flow has decreased significantly in 2025, highlighting potential issues in core operations. Free cash flow has also declined sharply, posing liquidity challenges. The free cash flow to net income ratio is low, indicating limited conversion of net income into free cash. These trends may affect the company's ability to invest and grow in the future.
BreakdownMar 2025Mar 2024Mar 2023Mar 2022Mar 2021
Income Statement
Total Revenue11.67B12.84B14.93B16.02B15.44B
Gross Profit899.00M898.00M989.00M1.05B944.00M
EBITDA802.00M491.00M622.00M454.00M544.00M
Net Income373.00M108.00M276.00M-101.00M205.00M
Balance Sheet
Total Assets6.19B6.34B7.03B6.67B7.74B
Cash, Cash Equivalents and Short-Term Investments898.00M542.00M697.00M418.00M625.00M
Total Debt1.70B1.49B1.67B1.25B1.38B
Total Liabilities3.90B3.96B4.49B4.22B5.06B
Stockholders Equity2.29B2.38B2.54B2.44B2.69B
Cash Flow
Free Cash Flow8.00M224.00M-91.00M73.00M295.00M
Operating Cash Flow381.00M592.00M225.00M526.00M676.00M
Investing Cash Flow297.00M-255.00M-129.00M-292.00M-357.00M
Financing Cash Flow-333.00M-439.00M191.00M-439.00M-43.00M

Johnson Matthey Technical Analysis

Technical Analysis Sentiment
Positive
Last Price1893.00
Price Trends
50DMA
1798.32
Positive
100DMA
1585.50
Positive
200DMA
1474.27
Positive
Market Momentum
MACD
21.41
Negative
RSI
71.16
Negative
STOCH
94.55
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:JMAT, the sentiment is Positive. The current price of 1893 is above the 20-day moving average (MA) of 1800.75, above the 50-day MA of 1798.32, and above the 200-day MA of 1474.27, indicating a bullish trend. The MACD of 21.41 indicates Negative momentum. The RSI at 71.16 is Negative, neither overbought nor oversold. The STOCH value of 94.55 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GB:JMAT.

Johnson Matthey Peers Comparison

Overall Rating
UnderperformOutperform
Sector (58)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
75
Outperform
£3.11B8.7715.96%4.09%-9.10%239.75%
67
Neutral
£611.44M20.596.65%8.47%4.75%-3.29%
66
Neutral
£208.81M297.220.60%1.78%15.56%-92.94%
64
Neutral
£3.54B25.316.17%3.20%2.36%-13.99%
64
Neutral
£971.72M3.37%1.33%-11.78%-92.61%
58
Neutral
€7.27B6.393.81%3.61%28.24%-62.06%
45
Neutral
£106.80M-7.26%-4.41%2.29%
* Basic Materials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GB:JMAT
Johnson Matthey
1,893.00
340.46
21.93%
GB:CRDA
Croda International
2,512.00
-1,399.10
-35.77%
GB:ELM
Elementis
166.80
9.06
5.74%
GB:SYNT
Synthomer
62.90
-177.10
-73.79%
GB:VCT
Victrex
689.00
-270.00
-28.15%
GB:ZTF
Zotefoams
409.00
-47.84
-10.47%

Johnson Matthey Corporate Events

DividendsBusiness Operations and Strategy
Johnson Matthey Executives Reinforce Confidence with Share Purchases
Positive
Aug 13, 2025

Johnson Matthey PLC announced transactions involving the purchase of ordinary shares by several key executives, including the CEO and other senior managers, through reinvested dividends in company incentive plans. These transactions, conducted on the London Stock Exchange, reflect ongoing confidence in the company’s financial health and strategic direction, potentially impacting shareholder value and market perception positively.

The most recent analyst rating on (GB:JMAT) stock is a Hold with a £17.00 price target. To see the full list of analyst forecasts on Johnson Matthey stock, see the GB:JMAT Stock Forecast page.

Business Operations and Strategy
Johnson Matthey Executives Participate in Share Incentive Plan
Positive
Aug 13, 2025

Johnson Matthey Plc announced the monthly acquisition of shares by several key executives, including the CEO and other senior leaders, through the company’s Share Incentive Plan. This transaction, conducted on the London Stock Exchange, underscores the company’s commitment to aligning management interests with shareholder value, potentially strengthening investor confidence in its strategic direction.

The most recent analyst rating on (GB:JMAT) stock is a Hold with a £17.00 price target. To see the full list of analyst forecasts on Johnson Matthey stock, see the GB:JMAT Stock Forecast page.

Executive/Board ChangesBusiness Operations and Strategy
Johnson Matthey Announces Executive Share Awards Under Performance Plan
Positive
Aug 5, 2025

Johnson Matthey Plc has announced a series of share awards under its 2025-2028 Performance Share Plan to key executives, including the CEO, CFO, and other senior leaders. These awards are contingent on performance conditions over a three-year period, with shares vesting on the third anniversary of the award date. This move is likely to align the interests of the management with those of the shareholders, potentially enhancing the company’s strategic focus and operational performance.

The most recent analyst rating on (GB:JMAT) stock is a Hold with a £17.00 price target. To see the full list of analyst forecasts on Johnson Matthey stock, see the GB:JMAT Stock Forecast page.

Business Operations and Strategy
Johnson Matthey Executives Acquire Shares via Incentive Plan
Positive
Jul 18, 2025

Johnson Matthey Plc announced the monthly acquisition of shares by several key executives through the company’s Share Incentive Plan. This transaction, conducted on the London Stock Exchange, reflects the company’s ongoing commitment to aligning management interests with shareholder value, potentially impacting stakeholder confidence positively.

The most recent analyst rating on (GB:JMAT) stock is a Hold with a £1380.00 price target. To see the full list of analyst forecasts on Johnson Matthey stock, see the GB:JMAT Stock Forecast page.

Business Operations and StrategyRegulatory Filings and Compliance
BlackRock Increases Stake in Johnson Matthey to 5%
Neutral
Jul 18, 2025

Johnson Matthey Plc has been notified of a change in major holdings by BlackRock, Inc., which now holds 5% of the voting rights in the company. This acquisition of voting rights by a major global investment firm like BlackRock could potentially influence Johnson Matthey’s strategic decisions and impact its market position, reflecting stakeholder interest in the company’s operations and future direction.

The most recent analyst rating on (GB:JMAT) stock is a Hold with a £1500.00 price target. To see the full list of analyst forecasts on Johnson Matthey stock, see the GB:JMAT Stock Forecast page.

Executive/Board ChangesShareholder Meetings
Johnson Matthey Secures Shareholder Support at AGM
Positive
Jul 17, 2025

Johnson Matthey Plc announced that all resolutions were passed at its Annual General Meeting, including the approval of the directors’ remuneration report and the election and re-election of several directors. The successful passing of these resolutions reflects strong shareholder support and positions the company for continued strategic execution and governance stability.

The most recent analyst rating on (GB:JMAT) stock is a Hold with a £17.00 price target. To see the full list of analyst forecasts on Johnson Matthey stock, see the GB:JMAT Stock Forecast page.

Executive/Board ChangesBusiness Operations and Strategy
Johnson Matthey Appoints Andrew Cosslett as New Chair
Positive
Jul 17, 2025

Johnson Matthey has appointed Andrew Cosslett as the new Non-Executive Chair of the Board, succeeding Patrick Thomas. Cosslett’s extensive experience in leading transformational change and delivering shareholder value is expected to support the company’s strategic focus on becoming a leaner business and enhancing sustainable cash generation. His leadership is anticipated to guide the company through its next phase of strategic development, including the completion of the sale of Catalyst Technologies.

The most recent analyst rating on (GB:JMAT) stock is a Hold with a £17.00 price target. To see the full list of analyst forecasts on Johnson Matthey stock, see the GB:JMAT Stock Forecast page.

Regulatory Filings and Compliance
Johnson Matthey Announces Change in Voting Rights Held by Ameriprise Financial
Neutral
Jul 8, 2025

Johnson Matthey Plc has announced a change in the voting rights held by Ameriprise Financial, Inc., which now holds 4.997% of the company’s voting rights, down from a previous 5.026%. This adjustment in holdings reflects a slight reduction in Ameriprise’s stake, potentially impacting its influence within the company and signaling a shift in shareholder dynamics.

The most recent analyst rating on (GB:JMAT) stock is a Hold with a £17.00 price target. To see the full list of analyst forecasts on Johnson Matthey stock, see the GB:JMAT Stock Forecast page.

Business Operations and Strategy
BlackRock Increases Stake in Johnson Matthey to 5%
Positive
Jun 23, 2025

Johnson Matthey Plc has announced that BlackRock, Inc. has increased its voting rights in the company to 5%, crossing a significant threshold. This change in shareholding could impact the company’s strategic decisions and influence its market positioning, reflecting BlackRock’s confidence in Johnson Matthey’s future prospects.

The most recent analyst rating on (GB:JMAT) stock is a Hold with a £17.00 price target. To see the full list of analyst forecasts on Johnson Matthey stock, see the GB:JMAT Stock Forecast page.

Business Operations and Strategy
Johnson Matthey Executives Acquire Shares to Align Interests with Shareholders
Positive
Jun 20, 2025

Johnson Matthey Plc has announced the monthly acquisition of shares by several key executives, including the CEO and other senior leaders, through the company’s Share Incentive Plan. This move underscores the company’s commitment to aligning management interests with those of shareholders, potentially enhancing stakeholder confidence and solidifying its position in the market.

The most recent analyst rating on (GB:JMAT) stock is a Hold with a £17.00 price target. To see the full list of analyst forecasts on Johnson Matthey stock, see the GB:JMAT Stock Forecast page.

Business Operations and Strategy
Johnson Matthey Announces Change in Major Shareholder Voting Rights
Neutral
Jun 17, 2025

Johnson Matthey Plc announced a change in major holdings with Ameriprise Financial, Inc. increasing its voting rights to 5.026% as of June 13, 2025. This adjustment in voting rights, facilitated through proxy voting shares, reflects a strategic shift in shareholder influence, potentially impacting future corporate governance and decision-making processes within Johnson Matthey.

The most recent analyst rating on (GB:JMAT) stock is a Hold with a £17.00 price target. To see the full list of analyst forecasts on Johnson Matthey stock, see the GB:JMAT Stock Forecast page.

M&A TransactionsBusiness Operations and Strategy
Johnson Matthey’s 2025 Annual Report Highlights Strategic Focus and Transformation
Positive
Jun 12, 2025

Johnson Matthey has published its Annual Report for 2025, highlighting its strategic focus on Clean Air and PGM Services. The company has undergone a transformation program, resulting in significant divestments and cost savings, positioning itself as a leaner, more efficient entity. Despite challenges in the global energy transition, Johnson Matthey remains committed to enhancing shareholder value through operational excellence and strategic partnerships, with a focus on core competencies and sustainable growth.

The most recent analyst rating on (GB:JMAT) stock is a Hold with a £17.00 price target. To see the full list of analyst forecasts on Johnson Matthey stock, see the GB:JMAT Stock Forecast page.

Private Placements and FinancingStock BuybackDividendsBusiness Operations and StrategyFinancial Disclosures
Johnson Matthey Reports 2025 Financial Results Highlighting Strategic Financial Movements
Neutral
Jun 12, 2025

Johnson Matthey has released its final audited results for the year ending March 31, 2025. The report highlights significant movements in assets and liabilities from financing activities, including non-cash movements and net cash outflows. The company has also detailed its purchase of treasury shares, dividends paid to equity shareholders, and interest paid, indicating a net cash outflow from financing activities of £333 million. These financial movements reflect the company’s strategic decisions and their impact on its financial health and stakeholder interests.

The most recent analyst rating on (GB:JMAT) stock is a Hold with a £17.00 price target. To see the full list of analyst forecasts on Johnson Matthey stock, see the GB:JMAT Stock Forecast page.

Regulatory Filings and Compliance
Johnson Matthey Sees Change in Major Holdings by Bank of America
Neutral
Jun 11, 2025

Johnson Matthey Plc has been notified of a change in major holdings by Bank of America Corporation, which has adjusted its voting rights through financial instruments. This change reflects a decrease in Bank of America’s total voting rights in Johnson Matthey, potentially impacting the company’s shareholder dynamics and market perception.

The most recent analyst rating on (GB:JMAT) stock is a Hold with a £17.00 price target. To see the full list of analyst forecasts on Johnson Matthey stock, see the GB:JMAT Stock Forecast page.

Regulatory Filings and Compliance
Johnson Matthey Announces Change in Major Holdings
Neutral
Jun 6, 2025

Johnson Matthey Plc has announced a change in its major holdings, with Bank of America Corporation adjusting its financial instrument holdings in the company. This adjustment reflects a decrease in the percentage of voting rights held by Bank of America, potentially impacting the company’s shareholder dynamics and influencing future corporate decisions.

The most recent analyst rating on (GB:JMAT) stock is a Hold with a £1380.00 price target. To see the full list of analyst forecasts on Johnson Matthey stock, see the GB:JMAT Stock Forecast page.

Business Operations and StrategyRegulatory Filings and Compliance
Johnson Matthey Announces Change in Major Holdings
Neutral
Jun 5, 2025

Johnson Matthey Plc has announced a change in the holdings of its voting rights, with Bank of America Corporation reducing its stake through financial instruments. This adjustment in holdings, which was officially notified on June 5, 2025, reflects a decrease in Bank of America’s voting rights from 5.959377% to 4.032737%. This shift could influence the company’s shareholder dynamics and potentially impact its strategic decisions.

The most recent analyst rating on (GB:JMAT) stock is a Hold with a £1380.00 price target. To see the full list of analyst forecasts on Johnson Matthey stock, see the GB:JMAT Stock Forecast page.

Business Operations and StrategyRegulatory Filings and Compliance
Johnson Matthey Sees Change in Major Shareholder Holdings
Neutral
Jun 4, 2025

Johnson Matthey Plc has been notified of a change in major holdings by Standard Latitude Master Fund Ltd., which now holds a total of 9.518065% of voting rights in the company. This change reflects a decrease from a previous total of 10.910501%, indicating a disposal of financial instruments. The adjustment in holdings could impact the company’s shareholder dynamics and influence future strategic decisions.

The most recent analyst rating on (GB:JMAT) stock is a Hold with a £17.00 price target. To see the full list of analyst forecasts on Johnson Matthey stock, see the GB:JMAT Stock Forecast page.

Regulatory Filings and Compliance
Johnson Matthey Faces Shareholder Structure Shift
Neutral
May 30, 2025

Johnson Matthey Plc has been notified of a significant change in its shareholder structure, as Bank of America Corporation has adjusted its holdings. The adjustment involves a reduction in the percentage of voting rights held through financial instruments, which could impact the company’s governance and influence within the market.

The most recent analyst rating on (GB:JMAT) stock is a Hold with a £17.00 price target. To see the full list of analyst forecasts on Johnson Matthey stock, see the GB:JMAT Stock Forecast page.

Business Operations and StrategyRegulatory Filings and Compliance
Bank of America Increases Stake in Johnson Matthey
Neutral
May 28, 2025

Johnson Matthey Plc has announced a significant change in its shareholder structure, with Bank of America Corporation crossing a major threshold in its holdings. This acquisition or disposal of financial instruments has resulted in Bank of America holding a total of 11.657777% of voting rights in Johnson Matthey, which could influence the company’s strategic decisions and impact its market positioning.

The most recent analyst rating on (GB:JMAT) stock is a Hold with a £17.00 price target. To see the full list of analyst forecasts on Johnson Matthey stock, see the GB:JMAT Stock Forecast page.

Business Operations and StrategyRegulatory Filings and Compliance
Johnson Matthey Announces Change in Major Holdings
Neutral
May 27, 2025

Johnson Matthey Plc has announced a change in its major holdings, with Standard Latitude Master Fund Ltd. acquiring or disposing of financial instruments, leading to a total voting rights position of 10.91%. This adjustment in holdings reflects a strategic financial maneuver that could influence the company’s market dynamics and stakeholder interests.

The most recent analyst rating on (GB:JMAT) stock is a Hold with a £17.00 price target. To see the full list of analyst forecasts on Johnson Matthey stock, see the GB:JMAT Stock Forecast page.

Regulatory Filings and Compliance
Johnson Matthey Announces Change in Major Shareholder Voting Rights
Neutral
May 27, 2025

Johnson Matthey Plc has announced a change in the voting rights held by Bank of America Corporation, which now holds 12.484663% of the company’s voting rights through various financial instruments. This adjustment in holdings may influence the company’s governance and decision-making processes, reflecting a significant stake by a major financial institution.

The most recent analyst rating on (GB:JMAT) stock is a Hold with a £17.00 price target. To see the full list of analyst forecasts on Johnson Matthey stock, see the GB:JMAT Stock Forecast page.

Business Operations and StrategyRegulatory Filings and Compliance
Johnson Matthey’s Shareholder Structure Sees Significant Change
Neutral
May 27, 2025

Johnson Matthey Plc has been notified of a significant change in its shareholder structure due to an acquisition or disposal of financial instruments by Bank of America Corporation. The notification indicates that Bank of America now holds a total of 13.065821% of voting rights in Johnson Matthey, reflecting a slight decrease from the previous position. This shift in holdings could impact Johnson Matthey’s market positioning and influence within its industry, potentially affecting strategic decisions and stakeholder interests.

The most recent analyst rating on (GB:JMAT) stock is a Hold with a £17.00 price target. To see the full list of analyst forecasts on Johnson Matthey stock, see the GB:JMAT Stock Forecast page.

Business Operations and StrategyRegulatory Filings and Compliance
Johnson Matthey Sees Significant Shareholding Change by Bank of America
Neutral
May 27, 2025

Johnson Matthey Plc has been notified of a significant change in the holdings of its shares by Bank of America Corporation, which now holds 13.248766% of the voting rights. This change in shareholding may influence the company’s strategic decisions and impact its market positioning, reflecting the dynamic nature of shareholder interests.

The most recent analyst rating on (GB:JMAT) stock is a Hold with a £17.00 price target. To see the full list of analyst forecasts on Johnson Matthey stock, see the GB:JMAT Stock Forecast page.

Business Operations and Strategy
Johnson Matthey Executives Acquire Shares to Align Interests with Shareholders
Positive
May 22, 2025

Johnson Matthey Plc has announced the monthly acquisition of shares by several key executives, including the CEO and other senior leaders, through the company’s Share Incentive Plan. This move reflects the company’s ongoing commitment to aligning the interests of its leadership with those of its shareholders, potentially impacting stakeholder confidence and reinforcing the company’s strategic focus on sustainable growth.

The most recent analyst rating on (GB:JMAT) stock is a Hold with a £17.00 price target. To see the full list of analyst forecasts on Johnson Matthey stock, see the GB:JMAT Stock Forecast page.

Business Operations and StrategyRegulatory Filings and Compliance
Johnson Matthey’s Major Holdings Shift with Bank of America
Neutral
May 22, 2025

Johnson Matthey Plc announced a change in major holdings following Bank of America Corporation’s acquisition or disposal of financial instruments, resulting in a total voting rights percentage of 13.165910%. This adjustment in holdings reflects a strategic financial maneuver by Bank of America, potentially influencing Johnson Matthey’s market dynamics and stakeholder interests.

The most recent analyst rating on (GB:JMAT) stock is a Hold with a £17.00 price target. To see the full list of analyst forecasts on Johnson Matthey stock, see the GB:JMAT Stock Forecast page.

M&A TransactionsBusiness Operations and StrategyFinancial Disclosures
Johnson Matthey Sells Catalyst Technologies to Honeywell, Boosts Shareholder Returns
Positive
May 22, 2025

Johnson Matthey has announced the sale of its Catalyst Technologies business to Honeywell International Inc. for £1.8 billion, aiming to streamline operations and enhance shareholder value. The company’s full-year results showed resilience against market challenges, with plans to increase cash returns to shareholders and focus on growth in clean air and hydrogen technologies.

The most recent analyst rating on (GB:JMAT) stock is a Hold with a £17.00 price target. To see the full list of analyst forecasts on Johnson Matthey stock, see the GB:JMAT Stock Forecast page.

Business Operations and Strategy
Ameriprise Financial Adjusts Stake in Johnson Matthey
Neutral
May 20, 2025

Ameriprise Financial, Inc. has reduced its voting rights in Johnson Matthey Plc to 4.977% as of May 16, 2025, down from a previous position of 5.071%. This change in holdings reflects a minor adjustment in Ameriprise’s investment strategy, potentially impacting its influence in the company’s decision-making processes.

The most recent analyst rating on (GB:JMAT) stock is a Hold with a £17.00 price target. To see the full list of analyst forecasts on Johnson Matthey stock, see the GB:JMAT Stock Forecast page.

Business Operations and Strategy
Bank of America Adjusts Stake in Johnson Matthey
Neutral
May 19, 2025

Johnson Matthey Plc has announced a change in the voting rights held by Bank of America Corporation, which now holds a total of 13.122844% voting rights in the company. This adjustment in holdings could influence the company’s strategic decisions and impact its market positioning, reflecting Bank of America’s significant stake in Johnson Matthey’s operations.

The most recent analyst rating on (GB:JMAT) stock is a Hold with a £17.00 price target. To see the full list of analyst forecasts on Johnson Matthey stock, see the GB:JMAT Stock Forecast page.

Business Operations and StrategyRegulatory Filings and Compliance
Johnson Matthey Sees Major Shareholding Shift with Bank of America
Neutral
May 19, 2025

Johnson Matthey Plc has announced a significant change in its shareholder structure, with Bank of America Corporation crossing a major threshold in its holdings. This development reflects a shift in financial instruments and voting rights, potentially impacting the company’s governance and market dynamics.

The most recent analyst rating on (GB:JMAT) stock is a Hold with a £17.00 price target. To see the full list of analyst forecasts on Johnson Matthey stock, see the GB:JMAT Stock Forecast page.

Business Operations and StrategyRegulatory Filings and Compliance
Johnson Matthey Announces Change in Major Holdings
Neutral
May 15, 2025

Johnson Matthey Plc has announced a change in the holdings of Bank of America Corporation, which now holds a 12.71% voting rights position in the company. This adjustment in financial instruments and voting rights could influence the company’s shareholder dynamics and potentially impact its strategic decisions.

The most recent analyst rating on (GB:JMAT) stock is a Hold with a £17.00 price target. To see the full list of analyst forecasts on Johnson Matthey stock, see the GB:JMAT Stock Forecast page.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 19, 2025