InsidersTradesSigma
Follow the Johnson Matthey Plc stock price and the full insider trade history of the company, a listed equity based in United Kingdom. Shares are quoted on the UK market, under the authority of RNS (LSE). Operating in the Chemicals & Materials sector, Johnson Matthey Plc has logged 514 public disclosures. Market capitalisation: €2.8bn. The latest transaction was reported on 16 August 2026 (Purchase). Among the most active insiders: Liam Condon. All data is accessible without an account.
514
Insider Decl.
n/a
Thresholds
€5m
337 ops.
Buy Volume
€8m
57 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate Johnson Matthey Plc Buy (bullish), based on 8 analysts. Average price target: £2,295.00.
46Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 20,919 of 28,551 companies
36.0
score / 100
Value51
Quality21
FCF yld7.8%
Earn yld-3.3%
EV/EBITDA10.6x
ROE-4.2%
Gross mgn5.0%
Net mgn-0.8%
Debt/EBITDA3.5x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 16 August 2026
Declarations514 total
10 shares@ £21.9257London Stock Exchange (XLON)RNS:9721271-0
12 shares@ £21.9257London Stock Exchange (XLON)RNS:9721271-1
12 shares@ £21.9257London Stock Exchange (XLON)RNS:9721271-2
12 shares@ £21.92580.0007% mcap0.0% of flowLondon Stock Exchange (XLON)FCA-NSM:0d6ca91f-39dc-4287-9de4-f3dde4d04a42-2
10 shares@ £21.92590.0006% mcap0.0% of flowLondon Stock Exchange (XLON)FCA-NSM:0d6ca91f-39dc-4287-9de4-f3dde4d04a42-0
12 shares@ £21.92580.0007% 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
125,950 shares@ £21.016735.77% mcap47.1% of flowOutside a trading venueISIN GB00BZ4BQC70RNS:9706742-0
47,581 shares@ £21.016713.51% mcap58.9% of flowOutside a trading venueISIN GB00BZ4BQC70RNS:9706742-1
2,160 shares@ £19.77560.61% mcap2.4% of flowLONDON STOCK EXCHANGE (XLON)ISIN GB00BZ4BQC70RNS:9706742-9
1,588 shares@ £19.77560.45% mcap1.8% of flowLONDON STOCK EXCHANGE (XLON)ISIN GB00BZ4BQC70RNS:9706742-7
23,623 shares@ £21.01676.71% mcap7.4% of flowOutside a trading venueISIN GB00BZ4BQC70RNS:9706742-3
5,830 shares@ £21.01671.66% mcap6.4% of flowOutside a trading venueISIN GB00BZ4BQC70RNS:9706742-4
11,913 shares@ £21.01673.38% mcap8.6% of flowOutside a trading venueISIN GB00BZ4BQC70RNS:9706742-5
19,539 shares@ £19.77565.55% mcap6.1% of flowLONDON STOCK EXCHANGE (XLON)ISIN GB00BZ4BQC70RNS:9706742-8
71,371 shares@ £21.016720.27% mcap51.2% of flowOutside a trading venueISIN GB00BZ4BQC70RNS:9706742-2
7,435 shares@ £19.77562.11% mcap2.3% of flowLONDON STOCK EXCHANGE (XLON)ISIN GB00BZ4BQC70RNS:9706742-6
125,950 shares@ £21.01677.52% mcap18.7% of flowOutside a trading venueISIN GB00BZ4BQC70FCA-NSM:fc38a7f2-8f54-481d-8893-9adb9cc8e780-0
47,581 shares@ £21.01672.84% mcap30.1% of flowOutside a trading venueISIN GB00BZ4BQC70FCA-NSM:fc38a7f2-8f54-481d-8893-9adb9cc8e780-1
71,371 shares@ £21.01674.26% mcap26.8% of flowOutside a trading venueISIN GB00BZ4BQC70FCA-NSM:fc38a7f2-8f54-481d-8893-9adb9cc8e780-2
23,623 shares@ £21.01671.41% mcap3.5% of flowOutside a trading venueISIN GB00BZ4BQC70FCA-NSM:fc38a7f2-8f54-481d-8893-9adb9cc8e780-3
5,830 shares@ £21.01670.35% mcap3.7% of flowOutside a trading venueISIN GB00BZ4BQC70FCA-NSM:fc38a7f2-8f54-481d-8893-9adb9cc8e780-4
11,913 shares@ £21.01670.71% mcap4.5% of flowOutside a trading venueISIN GB00BZ4BQC70FCA-NSM:fc38a7f2-8f54-481d-8893-9adb9cc8e780-5
7,435 shares@ £19.77560.42% mcap1.0% of flowLONDON STOCK EXCHANGE (XLON)ISIN GB00BZ4BQC70FCA-NSM:fc38a7f2-8f54-481d-8893-9adb9cc8e780-6
25 of 514 declarations
关于 Johnson Matthey Plc
Johnson Matthey Plc 是一家历史悠久的英国工业公司，在英国伦敦证券交易所（富时 100/250/AIM）上市。该集团成立于 1817 年，凭借先进的金属化学、催化和过程工程在全球建立了声誉。在两个多世纪的时间里，它已从一家专业的贵金属企业发展成为一家技术主导的工业集团，服务于汽车、化工和能源市场。其总部位于英国，业务遍及欧洲、北美和亚洲，具有国际商业足迹。 Johnson Matthey 目前正在进行重大的战略重塑。2025 年 5 月，该公司同意将 Catalyst Technologies 出售给 Honeywell，此举旨在打造一个更专注、更精简、现金生成能力更强的 JM。继该交易之后，公司业务日益集中于两个核心平台：清洁空气和 PGM 服务。清洁空气涵盖排放控制技术和汽车催化剂相关解决方案，而 PGM 服务则专注于铂族金属产品的精炼、回收和制造。该集团还保留了氢技术部门，该部门设计和制造燃料电池和电解槽应用的关键组件，使 JM 能够抓住长期的氢能和脱碳机遇。 从竞争角度来看，Johnson Matthey 受益于深厚的技术知识、强大的装机基础以及在复杂工业价值链中长期存在的客户关系。其差异化优势在于其在铂族金属、催化剂设计和材料科学方面的专业知识，这些领域规模、知识产权和工艺能力至关重要。该公司称自己是氢组件领域的市场领导者，并且在金属化学和催化方面拥有世界一流的专业知识。与此同时，投资者应认识到该公司对周期性终端市场、贵金属价格波动以及能源转型采纳速度的敏感性。 近期发展凸显了股权故事的转变。2024/25 年初步业绩强调了 Catalyst Technologies 的已同意出售、其余业务的重组以及对更强劲现金生成和股东回报的明确关注。JM 还指出氢技术是一个更长期的增长选择，而 PGM 服务仍然植根于集团在贵金属回收和循环方面的传统能力。对于国际投资者而言，Johnson Matthey 现在看起来不再是一个广泛多元化的化工平台，而更像一家经过精简的工业技术公司，拥有更清晰的投资组合，但仍面临重大的执行和市场风险。
