MAT MATTEL INC /DE/

NEUTRAL Impact: 3/10 8-K
Horizon weeks Filed Jun 2, 2026 Processed 12d 12h ago SEC 0000063276-26-000013
8-K context-dependent: Items 5.02
Latest settled — T+1d
MAT ▼ -1.05% at T+1d
NEUTRAL call ✗ call lost -1.05% · α vs SPY -1.45% · entry $14.33 → $14.18
Next anchor: T+5d due 6d ago
Last close $14.65 (close Jun 12) · +2.26% from $14.33 entry
Entry anchored
Jun 2, 2026
via day open
T+1d
-1.05%
call -1.05% · α -1.45%
$14.18
settled 12d ago
T+5d
call — · α —
due 6d ago
T+20d
call — · α —
in 16d
T+60d
call — · α —
in 2mo

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Executive Summary

Mattel held its 2026 Annual Meeting on May 28, 2026, where stockholders approved the amendment and restatement of the 2010 Equity and Long-Term Compensation Plan, increasing the share reserve by 2,155,000 shares and extending the plan's termination date to March 19, 2036. All director nominees were elected, and the appointment of PricewaterhouseCoopers as independent auditor was ratified. This is a routine governance filing with no material financial impact.

Actionable Insight

Routine annual meeting filing with no immediate trading catalyst. The equity plan amendment is standard practice to replenish the share reserve for ongoing compensation. Monitor future 10-Q filings for the pace of equity grant issuance and any resulting dilution.

Key Facts

  • Stockholders approved the 2026 Restatement of the 2010 Equity and Long-Term Compensation Plan, increasing the share reserve by 2,155,000 shares.
  • The plan's termination date was extended to March 19, 2036.
  • All 10 director nominees were elected by a majority of votes cast.
  • PricewaterhouseCoopers LLP was ratified as independent auditor for fiscal year 2026.
  • Non-binding advisory vote on executive compensation (Say-on-Pay) was approved with 236,401,260 votes for and 17,292,683 against.

Financial Impact

The 2,155,000 share increase represents approximately 0.6% of Mattel's ~340M outstanding shares (based on $4.3B market cap at ~$12.65/share). No immediate dilution — shares will be issued over time as equity awards are granted.

dilution

Risk Factors

  • Potential future dilution as the newly authorized shares are granted as equity awards.
  • No financial results or guidance were provided in this filing.

Market Snapshot

Exchange
Nasdaq
Sector
Dolls & Stuffed Toys
Analyst Consensus
57% bullish (21 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0000063276-26-000013
Document: mat-20260528.htm0000063276-26-000013
Document: 0000063276-26-000013-index-headers.html0000063276-26-000013
Document: 0000063276-26-000013-index.html0000063276-26-000013
Document: 0000063276-26-000013.txt0000063276-26-000013
4 reports for MAT
Performance horizon
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Reports for MAT — sortable, filterable
Type Now
Jun 2, 2026
12d ago
8-K
NEUTRAL ★ 3/10
$14.33 $14.18▼ −1.05%▼ −1.45%$14.65 (+2.26%)
Apr 14, 2026
8w ago
DEFA14A
NEUTRAL ★ 3/10
$14.85 $15.00▲ +1.01%▲ +0.76%$14.65 (−1.32%)
Apr 7, 2026
9w ago
8-K
NEUTRAL ★ 3/10
$14.45 $14.63▲ +1.25%▲ +0.67%$14.65 (+1.41%)
Feb 28, 2026
15w ago
Institutional Cluster
NEUTRAL ★ 4/10
$16.39 $16.13▼ −1.58%▼ −0.67%$14.65 (−10.59%)
Showing 4 of 4

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