Matthews Intl Corp SEC Filings

Matthews International Corp. (MATW) reported an insider equity transaction by an executive vice president. On November 20, 2025, performance-based restricted share units vested and converted into 9,240 shares of Class A common stock at a 200% payout rate. As part of the vesting event, 4,019 shares were sold back to the company to cover tax withholding obligations, a common administrative step for equity awards. After these transactions, the executive beneficially owned 16,159 shares of Class A common stock directly.

Matthews International (MATW) reported an insider equity transaction by its CFO and Treasurer. On November 20, 2025, performance-based restricted share units vested and converted into 22,800 shares of Class A common stock at an exercise price of $0, reflecting a 200% payout on the return-on-invested-capital performance metric. On the same date, 9,916 shares were sold back to the company at $25.10 per share to cover tax withholding related to the vesting. After these transactions, the officer directly owned 209,454 Class A shares.

Matthews International (MATW)November 20, 2025, performance-based restricted share units vested and converted into 12,000 shares of Class A common stock at a 200% payout rate, with no cash exercise price. These shares came from restricted share units tied to return on invested capital goals.

On the same date, 5,255 shares of Class A common stock were surrendered to the company at $25.10 per share to cover tax withholding on the vesting. After these transactions, the reporting person directly beneficially owned 86,508 shares of Class A common stock.

Matthews International Corporation reports its 2025 annual results and a major portfolio change, highlighting the contribution of most of its SGK Brand Solutions business into Propelis in exchange for a 40% ownership interest and other consideration. This transaction means Brand Solutions now consists mainly of the cylinders business and the equity-method investment in Propelis.

For the year ended September 30, 2025, consolidated sales were $1,497,689,000, down from $1,795,737,000 in 2024 and $1,880,896,000 in 2023. Memorialization sales were $809,514,000, Industrial Technologies $342,229,000 and Brand Solutions $345,946,000. About 71% of 2025 sales came from North America, 24% from Europe, 3% from Asia and 2% from other regions.

The company outlines extensive risk factors, including foreign currency, tariffs, interest-rate exposure on its credit facilities and $300.0 million 8.625% senior secured second lien notes due October 1, 2027, raw material inflation, and potential goodwill impairments. As of March 31, 2025, the market value of Class A shares held by non‑affiliates was approximately $657.7 million, and as of October 31, 2025 there were 30,795,844 Class A shares outstanding.

Matthews International Corporation reported that it has released its earnings information for the fourth quarter and fiscal year ended September 30, 2025. On November 20, 2025, the company issued a press release detailing these results, which is included as Exhibit 99.1.

Matthews also posted an earnings teleconference presentation on its investor relations website, covering selected financial results for the same period; this presentation is furnished as Exhibit 99.2. Both documents are provided as supplemental information and are furnished rather than filed under securities law provisions.

Matthews International Corporation announced a regular quarterly cash dividend on its Class A common stock. The board declared a dividend of $0.255 per share, continuing its practice of returning cash to shareholders.

The dividend will be paid on December 15, 2025 to stockholders who are on the company’s books as of the record date of December 1, 2025. This timing means only investors holding shares by the record date will receive the upcoming payment.

Matthews International Corporation reported a leadership update. The company announced that J. Michael Nauman has been elected to serve as Chairman of the Board of Directors. He is expected to succeed current Chairman Alvaro Garcia-Tunon following the end of Mr. Garcia-Tunon’s term at the 2026 Annual Meeting of Shareholders. The announcement was made through a press release furnished as an exhibit to this report under a Regulation FD disclosure item, meaning it is provided for informational purposes rather than as a filed financial statement.

Matthews International Corp (MATW) reported equity transactions by its President and CEO, who is also a director. On November 14, 2025, 60,000 time-based restricted share units vested and were converted into an equal number of shares of Class A common stock, increasing his directly held shares to 611,047. On the same date, 26,094 shares were surrendered to the company at $24.93 per share to cover tax withholding, leaving 584,953 Class A shares directly owned.

In the derivative table, 60,000 restricted share units were marked as exercised or converted, with 90,000 derivative securities remaining beneficially owned after that transaction. On November 17, 2025, the executive received an award of 145,800 additional restricted share units at a stated price of $0 under the company’s Amended and Restated 2017 Equity Incentive Plan. For this new grant, 40% is scheduled to vest on November 17, 2028, while the remaining 60% vests based on the company achieving specified return on invested capital and stock price appreciation metrics, with performance units converting at 50% to 200% of target or being forfeited if thresholds are not met.

Matthews International (MATW) executive Brian D. Walters, EVP, Group President, Memorial, reported equity award activity involving the company’s Class A common stock. On November 14, 2025, 9,200 time-based restricted share units vested and converted into an equal number of shares. On the same date, 4,002 shares were withheld and disposed of at $24.93 per share to cover tax obligations, leaving him with 104,144 directly held shares.

On November 17, 2025, he received a new grant of 28,500 restricted share units under the company’s Amended and Restated 2017 Equity Incentive Plan. In general, 40% of this grant vests on November 17, 2028, 30% depends on achieving Return on Invested Capital metrics, and 30% depends on stock price appreciation, with performance-based units settling at 50% to 200% of target if the performance thresholds are met and being forfeited if they are not.