MTDR Matador Resources Co

NEUTRAL Impact: 2/10 DEFA14A
Horizon immediate Filed May 13, 2026 Processed 1mo ago SEC 0001520006-26-000026
Proxy solicitation materials
Latest settled — T+5d
MTDR ▼ -3.19% at T+5d
NEUTRAL call ✗ call lost -3.19% · α vs SPY -2.48% · entry $57.94 → $56.09
Next anchor: T+20d due 4d ago
Last close $54.05 (close Jun 12) · -6.71% from $57.94 entry
Entry anchored
May 13, 2026
via day open
T+1d
+4.14%
call +4.14% · α +5.37%
$60.34
settled 5w ago
T+5d
-3.19%
call -3.19% · α -2.48%
$56.09
settled 26d ago
T+20d
call — · α —
due 4d ago
T+60d
call — · α —
in 8w

Price Chart

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Executive Summary

Matador Resources filed an amendment (DEFA14A) to its 2026 definitive proxy statement solely to correct the peer group table used for assessing relative total shareholder return under 2025 PSU grants. The original proxy inadvertently listed incorrect peer companies; the corrected table now includes 11 peers (e.g., APA Resources, Chord Energy, Devon Energy) plus the XOP ETF. This is a routine administrative correction with no financial or strategic impact.

Actionable Insight

No trading action warranted. The peer group correction may slightly alter the relative TSR calculation for 2025 PSUs, but the effect is immaterial to the company's financials or stock. Monitor the June 11 annual meeting for any activist or dissident developments, given the cross-filing context of recent board/exec changes.

Key Facts

  • Filed as Amendment No. 1 to the 2026 Definitive Proxy Statement (DEFA14A) on May 13, 2026.
  • Corrects the peer group table for 2025 PSU grants under Executive Compensation – Compensation Discussion and Analysis.
  • Original proxy inadvertently listed incorrect peer companies; corrected list includes 11 named peers and the XOP ETF.
  • Annual Meeting scheduled for June 11, 2026, at 9:30 a.m. CT in Dallas, Texas.
  • Shareholders who already voted need not take action; votes can be changed or revoked before the meeting.

Financial Impact

No financial impact — administrative correction only.

Risk Factors

  • None from this filing; the correction is purely administrative.

Market Snapshot

Exchange
NYSE
Sector
Crude Petroleum & Natural Gas
Analyst Consensus
79% bullish (28 analysts)

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001520006-26-000026
Document: 0001520006-26-000026-index-headers.html0001520006-26-000026
Document: 0001520006-26-000026-index.html0001520006-26-000026
Document: 0001520006-26-000026.txt0001520006-26-000026
12 reports for MTDR
Performance horizon
60% Hit rate 3 of 5 directional calls best @ T+20▲ +24.49%Feb 24, 2026
Filters
Rows
Reports for MTDR — sortable, filterable
Type Now
Jun 11, 2026
3d ago
Institutional Cluster
MIXED ★ 4/10
$54.06 awaiting T+1awaiting T+1$54.05 (−0.02%)
Jun 2, 2026
12d ago
Insider Cluster
BULLISH ★ 6/10
$56.54 $55.75▼ −1.40%▼ −1.80%$54.05 (−4.40%)
Jun 2, 2026
12d ago
Insider Cluster
BULLISH ★ 5/10
$56.00 $56.54▲ +0.96%▲ +1.69%$54.05 (−3.48%)
Jun 2, 2026
12d ago
Insider Cluster
NEUTRAL ★ 2/10
$56.00 $56.54▲ +0.96%▲ +1.69%$54.05 (−3.48%)
Jun 1, 2026
13d ago
Insider Cluster
BULLISH ★ 5/10
$56.07 $56.00▼ −0.12%▼ −0.27%$54.05 (−3.60%)
May 13, 2026
4w ago
DEFA14A
NEUTRAL ★ 2/10
$57.94 $60.34▲ +4.14%▲ +5.37%$54.05 (−6.71%)
Apr 27, 2026
6w ago
8-K
NEUTRAL ★ 2/10
$60.72 $61.89▲ +1.93%▲ +1.94%$54.05 (−10.98%)
Mar 5, 2026
14w ago
8-K
BULLISH ★ 7/10
$55.94 $56.15▲ +0.38%▼ −0.47%$54.05 (−3.38%)
Feb 27, 2026
15w ago
8-K
NEUTRAL ★ 4/10
$51.05 $54.12▲ +6.01%▲ +5.95%$54.05 (+5.87%)
Feb 27, 2026
15w ago
Insider Cluster
NEUTRAL ★ 3/10
$51.05 $54.12▲ +6.01%▲ +5.95%$54.05 (+5.87%)
Showing 10 of 12

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