Welcome to our dedicated page for Matthews Intl SEC filings (Ticker: MATW), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Matthews International Corp. filings document operating results, material events and governance matters for a Pennsylvania corporation whose Class A common stock trades under MATW on the Nasdaq Global Select Market. Recent Form 8-K disclosures furnish quarterly earnings releases and teleconference materials, dividend declarations and Regulation FD updates related to its Memorialization and Industrial Technologies businesses.
The filing record also covers credit facility amendments, compensation and transition agreements, director fee plan approvals, annual meeting voting results, amendments to the Articles of Incorporation and arbitration-related disclosures concerning proprietary dry battery electrode solutions. These filings describe the company’s capital structure, board and compensation governance, financing arrangements and recurring business events.
MATTHEWS INTERNATIONAL CORP director Francis Wlodarczyk reported the vesting of time-based restricted share units that converted into common stock. On May 14, 2026, 3,989 restricted share units converted into an equal number of Class A common shares at no cash exercise price, leaving him with 3,989 shares held directly and no remaining units from this grant. This is a compensation-related equity delivery, not an open-market purchase or sale.
Matthews International Corp executive Babe G. Brandon, President, Engineering, reported his initial ownership of company equity. He directly holds 9,367 shares of Class A common stock. He also holds several restricted share unit (RSU) awards that may convert into common stock if vesting conditions are met.
One performance-based RSU grant can convert into up to 26,000 shares of common stock based on a division achieving adjusted EBITDA targets through November 17, 2026, with continued employment required. Additional awards cover 10,000 and 12,500 underlying shares, tied to time-based vesting, ROIC metrics, and stock price appreciation, with most units vesting by November 18, 2027 and another time-based grant vesting on November 17, 2028.
Matthews International Corporation reported fiscal 2026 second-quarter sales of $258.6 million, down 39.5% from a year earlier, mainly due to divestitures of SGK, warehouse automation and European packaging businesses. The company recorded a GAAP diluted loss per share of $(0.69) versus $(0.29) last year, driven by a $16.3 million loss on debt extinguishment and other unusual items.
Non-GAAP results were steadier: adjusted earnings per share rose to $0.37 from $0.34, and adjusted EBITDA was $44.7 million versus $51.4 million. Memorialization grew sales to $215.3 million with higher adjusted EBITDA, helped by the accretive acquisition of The Dodge Company and pricing actions. Industrial Technologies saw lower sales and negative adjusted EBITDA, reflecting divestitures and weakness in engineering and energy storage.
The company benefited from lower interest expense after redeeming $300 million of 8.625% notes and cut total debt to $579.2 million at March 31, 2026. Matthews’ 40% Propelis joint venture contributed an estimated $9.5 million of adjusted EBITDA in the quarter. Management maintained its full-year fiscal 2026 adjusted EBITDA outlook of $180 million, including the Propelis share.
Matthews International Corporation announced that its Board of Directors declared a quarterly dividend of $0.255 per share on its common stock. The dividend will be paid on May 25, 2026 to stockholders of record as of May 11, 2026.
The company operates through two main global businesses: Industrial Technologies, which focuses on precision technologies and intelligent processes, and Memorialization, which provides memorials, caskets, and cremation and incineration equipment to cemetery and funeral home customers.
Vanguard Portfolio Management reported beneficial ownership of 1,803,484 shares of Matthews International Corp Common Stock, representing 5.79% of the class as shown for the reporting period ended 03/31/2026. The filing states Vanguard Portfolio Management exercises sole dispositive power over these shares, while sole voting power is listed as 11,463 shares.
Matthews International Corporation entered into an Employment and Transition Agreement with Steven D. Gackenbach, Group President, Memorialization. He will remain in this full-time role through September 30, 2026, then serve as Senior Advisor on a part-time basis from October 1, 2026 through January 2, 2028.
During the current period, Mr. Gackenbach receives an annual base salary of $562,500, which will be reduced by 50% when he moves to the Advisor Period. His annual bonus target is set at 60% of base salary both before and during the Advisor Period, and he remains eligible for restricted stock unit awards and standard employee benefits. The agreement includes change-in-control payments and customary terms on termination, confidentiality, non-solicitation, non-competition, and non-disparagement.
Matthews International Corp ownership disclosure: Dimensional Fund Advisors reports beneficial ownership of 1,614,201 shares of Common Stock, representing 5.2% of the class. The filing lists 1,573,278 shares as sole voting power and 1,614,201 as sole dispositive power.
The filing is a Schedule 13G disclosure by an institutional investor acting on behalf of multiple funds; Dimensional states the reported securities are owned by the Funds and disclaims beneficial ownership. The signature date is 04/09/2026.
The Vanguard Group filed Amendment No. 15 to a Schedule 13G/A reporting 0 shares and 0% beneficial ownership of Matthews International Corp common stock. The amendment explains an internal realignment effective January 12, 2026 under SEC Release No. 34-39538 that caused certain Vanguard subsidiaries or business divisions to report holdings separately. The filing is signed by Ashley Grim on 03/27/2026 and states that Vanguard and its managed accounts have no single other person with over 5% interest in the shares reported.
MATTHEWS INTERNATIONAL CORP director David A. Schawk reported gifting 9,336 shares of Class A Common Stock. On March 19, 2026, he made two bona fide gift transfers of 4,668 shares each with no sale proceeds. His direct ownership fell to 0 shares, while an indirect trustee account held 220,206 shares after the transactions. A related exempt charitable trust in which he has no pecuniary interest is not included in these figures.