Insiders Trades
Johnson Matthey Plc Stock: price and insider trades · United Kingdom
2 insiders bought €294k of shares over the last 90 days, the latest filed 14 Sept 2026.
Johnson Matthey Plc: what insiders have been doing
This page follows insider dealings at Johnson Matthey Plc as filed with RNS (LSE), a company from the Chemicals & Materials sector based in London, United Kingdom. The group dates from 1817. Between 18 October 2025 and 18 October 2026, 13 insiders published 83 filings.
Purchases and sales both appear in the filings: 7 purchases (3 insiders, €917k) and 8 sales (2 insiders, €4.3M). No amount is published for 1 filing, which the totals therefore leave out. Unlike grants, an open-market purchase is paid for by the insider, at the market price. Among those who bought: 1 board member, 1 senior executive and 1 chief executive. One trade stands out by size: a sale of €2.3M from Liam Condon, disclosed on 6 August 2026, or 0.066% of market capitalisation.
In all, 5 purchases were made within 30 days of a purchase by another insider of the company. When several insiders buy within a few weeks of each other, analysts speak of a cluster purchase. The last insider purchase was made public on 14 September 2026, 33 days ago. The median gap between a trade and its publication by RNS (LSE) is 2 days. The regulation allows three business days to notify a trade (UK MAR). A sale on its own says little: insiders also sell to pay tax, fund a purchase or diversify.
Across the 831 companies tracked on its exchange, the median is 6 filings; at 83 filings, this issuer sits above that mark. The full history, which starts in 2023, counts 18 purchases against 45 sales.
For comparison within the same sector, see the insider buying recorded at Culp Inc and Gold.com, Inc. Every figure here comes from the filings published by RNS (LSE) and describes the past, not future prices; it is not investment advice.
Insider Decl.
485
Thresholds
n/a
Buy Volume
€5M
18 ops. · all time
Sell Volume
€7M
45 ops. · all time
Who traded when
BuySaleLiam Condon5 buys5 sales
Alastair Judge6 sales
Andrew Cosslett4 buys
Richard Pike3 buys
Elizabeth Rowsell2 sales
Maurits van Tol2 sales
+4 other insiders
Since the insiders bought
- +11.0%Entry £22.18 · Close 15 Oct 2026 £24.62
- -16.4%Entry £27.57 · Close at T+90 £23.06
- -18.6%Entry £27.73 · Close at T+90 £22.58
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
Analyst consensus: bullish or bearish?
Analysts rate Johnson Matthey Plc Buy (bullish), based on 8 analysts. Average price target: £27.39.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 18,072 of 24,148 companies
34.8
score / 100
Value49
Quality20
FCF yld7.3%
Earn yld-3.1%
EV/EBITDA11.1x
ROE-4.2%
Gross mgn5.0%
Net mgn-0.8%
Debt/EBITDA3.5x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2026FY ended March 2026 · cache
£24.62
Analyst consensus
8 analystsBuy
£21.92Target £27.39(+11%)£34.40
Income statement
Revenue£12.6B
Gross profit£629M5% margin
EBITDA£405M3% margin
Net income-£96M-0.8% margin
Valuation
PER (forward)1031.3x
P/Book153.8x
Beta0.88
Balance sheet & cash
Market cap£3.1B
Total debt£1.4B
Free Cash Flow£226M
Debt / Equity70%
Profitability & ownership
ROE-4.2%
ROA3.1%
% insiders0.6%
% institutions73.4%
Last declaration on 14 October 2026
Declarations485 total
10 shares@ £24.7110.0% of flowLondon Stock Exchange (XLON)RNS:9822787-0
10 shares@ £24.7110.0% of flowLondon Stock Exchange (XLON)RNS:9822787-1
10 shares@ £24.7110.0% of flowLondon Stock Exchange (XLON)RNS:9822787-2
12 shares@ £22.8740.0000% mcap0.0% of flowLondon Stock Exchange (XLON)FCA-NSM:1b3d66cc-4d6c-47dd-a78e-de1363956236-0
10 shares@ £22.8740.0000% mcap0.0% of flowLondon Stock Exchange (XLON)FCA-NSM:1b3d66cc-4d6c-47dd-a78e-de1363956236-1
10 shares@ £22.8740.0000% mcap0.0% of flowLondon Stock Exchange (XLON)FCA-NSM:1b3d66cc-4d6c-47dd-a78e-de1363956236-2
10,951 shares@ £23.06120.0085% mcap0.8% of flowLondon Stock Exchange (XLON)ISIN GB00BZ4BQC70FCA-NSM:f37e1f05-8eb6-4b61-a912-9adc4558f2d4
Canonical exit: 10 Dec 2026 (T+90)
17,635 shares@ €26.1631London Stock Exchange (XLON)ISIN GB00BZ4BQC70RNS:9768831
Canonical exit: 10 Dec 2026 (T+90)
8,077.751 sharesLondon Stock Exchange (XLON)ISIN GB00BZ4BQC70FCA-NSM:13f1994a-fb77-4738-ab0b-3a5dc8d122e7-0
5,120.759 sharesLondon Stock Exchange (XLON)ISIN GB00BZ4BQC70FCA-NSM:13f1994a-fb77-4738-ab0b-3a5dc8d122e7-1
12 shares@ £0.21930.0000% mcap0.0% of flowLondon Stock Exchange (XLON)RNS:9721271-1
12 shares@ £0.21930.0000% mcap0.0% of flowLondon Stock Exchange (XLON)RNS:9721271-2
10 shares@ £0.21930.0000% mcap0.0% of flowLondon Stock Exchange (XLON)RNS:9721271-0
12 shares@ £21.92580.0000% mcap0.0% of flowLondon Stock Exchange (XLON)FCA-NSM:0d6ca91f-39dc-4287-9de4-f3dde4d04a42-2
10 shares@ £21.92590.0000% mcap0.0% of flowLondon Stock Exchange (XLON)FCA-NSM:0d6ca91f-39dc-4287-9de4-f3dde4d04a42-0
12 shares@ £21.92580.0000% mcap0.0% of flowLondon Stock Exchange (XLON)FCA-NSM:0d6ca91f-39dc-4287-9de4-f3dde4d04a42-1
227.9 sharesLondon Stock Exchange (XLON)ISIN GB00BZ4BQC70FCA-NSM:4a19cf37-1a59-4422-aab9-d72375e78158-0
515.1 sharesLondon Stock Exchange (XLON)ISIN GB00BZ4BQC70FCA-NSM:4a19cf37-1a59-4422-aab9-d72375e78158-1
19,539 shares@ £19.77560.066% mcap6.1% of flowLONDON STOCK EXCHANGE (XLON)ISIN GB00BZ4BQC70RNS:9706742-8
125,950 shares@ £21.01670.42% mcap39.2% of flowOutside a trading venueISIN GB00BZ4BQC70RNS:9706742-0
47,581 shares@ £21.01670.16% mcap52.8% of flowOutside a trading venueISIN GB00BZ4BQC70RNS:9706742-1
1,588 shares@ £19.77560.0053% mcap1.8% of flowLONDON STOCK EXCHANGE (XLON)ISIN GB00BZ4BQC70RNS:9706742-7
23,623 shares@ £21.01670.079% mcap7.4% of flowOutside a trading venueISIN GB00BZ4BQC70RNS:9706742-3
5,830 shares@ £21.01670.020% mcap6.5% of flowOutside a trading venueISIN GB00BZ4BQC70RNS:9706742-4
11,913 shares@ £21.01670.040% mcap8.6% of flowOutside a trading venueISIN GB00BZ4BQC70RNS:9706742-5
25 of 485 declarations
About Johnson Matthey Plc
Johnson Matthey Plc is a long-established UK industrial company listed on the London Stock Exchange (FTSE 100/250/AIM), in the United Kingdom. Founded in 1817, the group has developed a global reputation built on advanced metals chemistry, catalysis, and process engineering. Over more than two centuries, it has evolved from a specialist precious-metals business into a technology-led industrial group serving automotive, chemicals, and energy markets. Its headquarters are in the United Kingdom, and its commercial footprint is international, with operations and customer relationships across Europe, North America, and Asia.
Johnson Matthey is currently undergoing a major strategic reshaping. In May 2025, the company agreed to sell Catalyst Technologies to Honeywell, a move intended to create a more focused, leaner, and more cash-generative JM. Following that transaction, the business is being centred increasingly on two core platforms: Clean Air and PGM Services. Clean Air covers emissions-control technologies and autocatalyst-related solutions, while PGM Services focuses on the refining, recycling, and manufacture of platinum group metal products. The group also retains Hydrogen Technologies, which designs and manufactures critical components for fuel cells and electrolyser applications, keeping JM exposed to the longer-term hydrogen and decarbonisation opportunity.
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From a competitive standpoint, Johnson Matthey benefits from deep technical know-how, a strong installed base, and long-standing customer relationships in complex industrial value chains. Its differentiation lies in its expertise in platinum group metals, catalyst design, and materials science, areas where scale, intellectual property, and process capability matter. The company describes itself as a market leader in hydrogen components and as a business with world-class expertise in metals chemistry and catalysis. At the same time, investors should recognise the company’s sensitivity to cyclical end-markets, precious-metals price movements, and the pace of energy-transition adoption.
Recent developments underline the pivot in the equity story. The 2024/25 preliminary results highlighted the agreed sale of Catalyst Technologies, restructuring across the remaining businesses, and an explicit focus on stronger cash generation and shareholder returns. JM has also pointed to Hydrogen Technologies as a longer-duration growth option, while PGM Services remains anchored in the group’s legacy capabilities in precious metals recovery and circularity. For international investors, Johnson Matthey now looks less like a broad diversified chemicals platform and more like a sharpened industrial technology company, with a clearer portfolio but still meaningful execution and market risks.
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