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.
Vanguard Capital Management reported beneficial ownership of 1,527,511 shares of Matthews International Corp. (MATW), equal to 4.89% of the class, as of September 30, 2026. The reported position includes securities held by Vanguard funds or sleeves over which Vanguard Capital Management exercises dispositive power, plus client securities over which its named affiliates or business divisions exercise dispositive and/or voting power.
Matthews International Corp. Class A shares are reported as beneficially owned by Oaktree Value Opportunities Fund Holdings, L.P., Oaktree Capital Management, L.P. and Oaktree Capital Holdings, LLC. VOF Holdings reported 1,619,685 shares, or 5.19%; OCM and OCH each reported 3,020,171 shares, or 9.68%, with shared voting and dispositive power.
The 3,020,171-share amount attributed to OCM and OCH includes 1,619,685 shares directly held by VOF Holdings and 1,400,486 shares directly held by other funds and accounts managed by OCM. The reported percentages use 31,213,173 Class A shares outstanding as of June 30, 2026. The reporting persons state that the report is not an admission of beneficial ownership.
Matthews International Corp. reported that BlackRock beneficially owned 2,419,163 shares of Class A Stock, or 7.8% of the class, as of September 30, 2026. BlackRock reported sole voting power over 2,372,267 shares and sole dispositive power over 2,419,163 shares; shared voting and dispositive power were both zero. The reported position reflects certain BlackRock business units and excludes holdings, if any, of units whose beneficial ownership is disaggregated. Various persons may receive dividends or sale proceeds, but no one person's interest in Matthews International common stock was more than 5% of the total outstanding common shares.
Matthews International Corporation’s reporting person, Private Capital Management, LLC, reported beneficial ownership of 1,743,494 common shares, or 5.59% of the class, as of September 30, 2026. The reported position included sole voting and dispositive power over 515,343 shares and shared voting and dispositive power over 1,228,151 shares.
Private Capital Management stated that shared voting authority over client-held shares applies when clients have delegated proxy voting authority, which clients may grant or revoke. It also disclaimed beneficial ownership of shares over which it has dispositive power and disclaimed the existence of a group.
Matthews International Corporation said directors Katherine E. Dietze and Morgan K. O’Brien will not stand for re-election at the 2027 annual meeting of shareholders. The Board has determined to reduce its size from ten to eight members, effective immediately following that meeting. The company stated that neither director’s decision resulted from a disagreement about its operations, policies or practices.
The announcement follows Michael J. Whitehead’s appointment as President and Chief Executive Officer, effective August 31, 2026, and J. Michael Nauman’s appointment as Chairman at the 2026 annual shareholders meeting. Matthews also reported a comprehensive restructuring effort in its European engineering operations, with projected annual cost savings of approximately $10 million beginning in Fiscal Year 2027. The Board’s reduction is tied to the company’s ongoing business simplification and cost-reduction initiatives.
MATTHEWS INTERNATIONAL CORP (MATW) director Michael J. Nauman purchased Class A Common Stock on September 11, 2026. He bought 1,000 shares in a direct ownership transaction at $19.99 per share, increasing his directly held stake to 11,081 shares. No Rule 10b5-1 trading plan is reported for this purchase.
MATTHEWS INTERNATIONAL CORPORATION (MATW) entered into a Ninth Amendment to its Third Amended and Restated Loan and Security Agreement, aligning its credit facility with recent divestitures and introducing a defined Covenant Relief Period through December 31, 2027.
During this period, the company must maintain a maximum Leverage Ratio of 5.25:1.00 for the quarters ending September 30, 2026 through June 30, 2027, 5.00:1.00 for the quarter ending September 30, 2027, and 4.75:1.00 for the quarter ending December 31, 2027, after which the required Leverage Ratio reverts to 4.50:1.00. The amendment excludes the company’s 40% interest in the Propelis Joint Venture from the Leverage Ratio calculation, reduces the revolving credit facility from $700 million to $650 million, and eliminates an unutilized foreign borrowing facility by reducing the foreign borrower sublimit from $350 million to $0, releasing Matthews Europe GmbH as a Foreign Borrower.
MATTHEWS INTERNATIONAL CORP (MATW) reported that President and CEO Michael J. Whitehead received an award of 69,198 Restricted Share Units under the company's Amended and Restated 2017 Equity Incentive Plan. Each unit represents a contingent right to receive one share of Class A common stock upon vesting.
The number of RSUs was calculated using a reference value of $23.12, the average of the high and low trading prices over the 20 trading days prior to the August 31, 2026 grant date. The award is expected to vest on August 31, 2027, subject to his continued service, at which time the RSUs will convert into an equal number of Class A shares. Following this grant, Whitehead directly holds 69,198 RSUs.
MATTHEWS INTERNATIONAL CORP (MATW) filed an initial Form 3 reporting the beneficial ownership status of Michael J. Whitehead, who serves as President and CEO and a director. The filing shows no reported equity transactions or holdings at this time and notes that a Power of Attorney dated August 31, 2026 is filed with the form.
MATTHEWS INTERNATIONAL CORP (MATW) director J Michael Nauman reported a purchase of company stock. On August 24, 2026, he bought 1,000 shares of Class A Common Stock at $21.08 per share in a purchase classified as an open market or private transaction. Following this transaction, he directly owns 10,081 shares of MATW common stock. The filing’s Rule 10b5-1 checkbox was left unchecked, so this transaction was not affirmatively reported as made under a trading plan.