MATW at a glance
MATTHEWS INTERNATIONAL CORP (MATW, SEC CIK 63296) filed its latest 10-K annual report on November 21, 2025, a 10-Q quarterly report on August 7, 2026, an 8-K current report on October 1, 2026 and Form 4 insider filings as recently as September 15, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended September 30, 2025 (FY2025), MATTHEWS INTERNATIONAL CORP (MATW) reported revenue of $1.5 billion (down 16.6% from FY2024) and a net loss of $24.5 million. Diluted EPS was -$0.79.
- As of June 30, 2026, 26 institutional investment managers tracked by SignalX reported holding MATTHEWS INTERNATIONAL CORP (MATW) shares worth $386.0 million in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by Nauman J Michael on September 11, 2026 of 1,000 shares at $19.99 per share.
- In the last 90 days, MATW insiders reported 7 open-market purchases ($318K) and 0 open-market sales ($0) on Form 4, a net purchase of $318K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.5B
- −16.6% vs prior year
- Insiders · 90 days
- 7 buys · 0 sells
- Net +$318K
- 13F holders
- 26 funds
- $386.0M · +0 vs prior quarter
- Latest 8-K
- Oct 1, 2026
- Item 7.01 · Item 5.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Stock repurchases: 404 shares at $26.62 average price during fiscal Q3 2026
- Remaining repurchase authorization: 4,814,087 shares as of June 30, 2026
AI summary of the MATW 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Reg FD disclosure contains forward-looking statements, not current operating or financial results
- Key execution risk: achieving anticipated benefits from the Propelis Group joint venture
Item EX-99.1: Item EX-99.1
- Two long-tenured directors, Katherine E. Dietze and Morgan K. O’Brien, will not seek re-election at the 2027 annual meeting
- Board reduction from ten to eight directors, signaling streamlined governance and continued leadership transition
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Katherine E. Dietze and Morgan K. O’Brien departing Board after 2027 annual meeting
- Departures unrelated to disagreements over operations, policies, or practices
Item 1.01: Entry into a Material Definitive Agreement
- Ninth Amendment recalibrates debt covenants after divestitures, excluding Matthews’ 40% Propelis interest from leverage calculations
- Covenant Relief Period runs through December 31, 2027, allowing leverage up to 5.25x before stepping down to 4.75x
Item 7.01: Regulation FD Disclosure
- Standard forward-looking statement safe harbor, not a new operating update or earnings disclosure
- Key execution risk: realizing anticipated benefits from the Propelis joint venture transaction
Item EX-99.1: Item EX-99.1
- Michael J. Whitehead appointed President and CEO, succeeding retiring Joseph C. Bartolacci after more than two decades
- Leadership transition follows a Board-led succession process, supporting continuity while signaling potential strategic evolution
Item 5.02: Departure/Appointment of Directors or Principal Officers
- CEO Joseph Bartolacci retiring and resigning as director; Michael J. Whitehead succeeds him effective August 31, 2026
- Whitehead brings Lincoln Electric leadership experience across Americas Welding, automation, cutting, additive, strategy and business development
AI summaries of MATW 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for MATW
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Nauman J Michael | Buy | Sep 11, 2026 | 1,000 | $19.99 |
| Whitehead Michael J | A | Aug 31, 2026 | 69,198 | - |
| Nauman J Michael | Buy | Aug 24, 2026 | 1,000 | $21.08 |
| Nauman J Michael | Buy | Aug 20, 2026 | 1,900 | $21.96 |
| Nauman J Michael | Buy | Aug 19, 2026 | 100 | $21.98 |
| Richards Aleta W. | Buy | Aug 14, 2026 | 3,000 | $23.06 |
| Nauman J Michael | Buy | Aug 10, 2026 | 2,000 | $22.97 |
| SCHAWK DAVID A | Buy | Aug 10, 2026 | 5,000 | $23.60 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.8B | $1.5B |
| Gross Profit | - | $529.7M | $507.6M |
| Operating Income | - | -$12.3M | $75.5M |
| Net Income | - | -$59.7M | -$24.5M |
| Gross Margin | - | 29.5% | 33.9% |
| Op. Margin | - | -0.7% | 5.0% |
| Net Margin | - | -3.3% | -1.6% |
| Balance Sheet | |||
| Total Assets | $1.9B | $1.8B | $1.7B |
| Equity | $525.7M | $437.2M | $480.9M |
| ROE | - | -13.6% | -5.1% |
| Per Share | |||
| EPS | - | $-1.93 | $-0.79 |
| Cash Flow | |||
| Operating CF | - | $79.3M | -$23.6M |
| CapEx | - | $45.2M | $35.8M |
Source: XBRL data in MATTHEWS INTERNATIONAL CORP (MATW)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate MATW share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 26 | $386.0M |
| Q1 2026 | 26 | $370.9M |
| Q4 2025 | 26 | $380.9M |
| Q3 2025 | 24 | $348.2M |
| Q2 2025 | 25 | $338.8M |
| Q1 2025 | 24 | $216.1M |
| Q4 2024 | 19 | $262.0M |
| Q3 2024 | 18 | $136.2M |
- Ameriprise Financial+148.0K (+8%)
- BlackRock+133.8K (+3%)
- Dimensional Fund Advisors+123.3K (+8%)
- State Street Corp+48.9K (+4%)
- Vanguard Capital Management LLC+34.3K (+3%)
- Vanguard Portfolio Management LLC−543.8K (-30%)
- Bank of America Corp−18.6K (-12%)
- Goldman Sachs Group−8.4K (-4%)
- Morgan Stanley−2.5K (-1%)
- Principal Financial Group−473 (-0%)
- HANCOCK WHITNEY CORP+8.5K
- Citadel Advisors LLC−38.4K
Source: 13F-HR filings on SEC EDGAR (aggregated from 188 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
MATW filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Oct 1, 2026 | - | Analysis | - |
| 4 | Sep 15, 2026 | - | - | - |
| 8-K | Sep 4, 2026 | - | Analysis | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 20, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 4 | Aug 12, 2026 | - | - | - |
| 8-K | Aug 11, 2026 | - | Analysis | - |
| SC 13G | Aug 10, 2026 | - | - | |
| 4 | Aug 10, 2026 | - | - | - |
| 8-K | Aug 7, 2026 | - | Analysis | - |
| 10-Q | Aug 7, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| SC 13G | Jul 31, 2026 | - | - | |
| 8-K | Jul 30, 2026 | - | Analysis | - |
| 4 | Jun 4, 2026 | - | - | |
| 10-Q | May 1, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 1, 2026 | - | Analysis | - |
| 8-K | Apr 30, 2026 | - | Analysis | - |
| SC 13G | Apr 29, 2026 | - | - | |
| 8-K | Apr 10, 2026 | - | Analysis | - |
| SC 13G | Apr 9, 2026 | - | - | |
| 4 | Mar 23, 2026 | - | - | - |
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MATW SEC filings: frequently asked questions
Are MATW insiders buying or selling?
In the last 90 days, MATTHEWS INTERNATIONAL CORP (MATW) officers, directors and 10% owners reported 7 open-market purchases worth $318,112 by 3 insiders and no open-market sales on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold MATW stock?
As of June 30, 2026, the largest MATTHEWS INTERNATIONAL CORP (MATW) holders among the 13F filers tracked by SignalX were BlackRock ($123.5 million), Ameriprise Financial ($51.8 million), Dimensional Fund Advisors ($46.8 million), Vanguard Capital Management LLC ($35.8 million), State Street Corp ($34.3 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was MATW's revenue in fiscal year 2025?
For the fiscal year ended September 30, 2025 (FY2025), MATTHEWS INTERNATIONAL CORP (MATW) reported revenue of $1.5 billion (down 16.6% from FY2024) and a net loss of $24.5 million. Diluted EPS was -$0.79. The figures come from the XBRL data in the 10-K.
What did MATW report in its latest 8-K?
MATTHEWS INTERNATIONAL CORP (MATW) filed an 8-K on October 1, 2026 reporting Item 7.01 (Regulation FD Disclosure) and Item 5.02 (Departure/Appointment of Directors or Principal Officers). Reg FD disclosure contains forward-looking statements, not current operating or financial results.
What are the latest MATW SEC filings?
MATTHEWS INTERNATIONAL CORP (MATW) filed its latest 10-K annual report on November 21, 2025, a 10-Q quarterly report on August 7, 2026, an 8-K current report on October 1, 2026 and a Form 4 insider filing on September 15, 2026.
What is MATW's SEC CIK number?
MATTHEWS INTERNATIONAL CORP (MATW)'s SEC Central Index Key (CIK) is 63296. EDGAR lists every MATW filing under that number.
Ask anything about MATW
The research agent reads MATW's filings, financials, insider trades and 13F holders, then answers with sources.