Matthews International Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of MATW?
Owner Type	Number of Shares	Ownership Percentage
State or Government	15,462	0.0505%
Individual Insiders	1,479,010	4.83%
General Public	3,947,294	12.9%
Institutions	25,160,726	82.2%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 71.97% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
15.2%	BlackRock, Inc.	4,637,146	US$128.8m	1.23%	no data
11.3%	The Vanguard Group, Inc.	3,442,709	US$95.6m	-4.27%	no data
5.23%	Threadneedle Asset Management Holdings Ltd.	1,602,034	US$44.5m	0%	2.78%
4.89%	Phoenix Investments & Finances Ltd	1,495,173	US$41.5m	0%	0.32%
4.65%	Dimensional Fund Advisors LP	1,423,654	US$39.5m	-3.61%	0.01%
4.43%	GAMCO Investors, Inc.	1,355,047	US$37.6m	2.57%	0.15%
3.95%	State Street Global Advisors, Inc.	1,208,505	US$33.6m	6.8%	no data
2.99%	Aristotle Capital Boston, LLC	916,378	US$25.4m	-2.08%	0.85%
2.38%	Geode Capital Management, LLC	729,539	US$20.3m	0.9%	no data
2.31%	Allspring Global Investments, LLC	708,352	US$19.7m	8.53%	0.03%
1.91%	Palisade Capital Management, LP	585,845	US$16.3m	-6.63%	0.49%
1.8%	Joseph Bartolacci	551,047	US$15.3m	22.2%	no data
1.49%	Barington Capital Group, L.P.	455,000	US$12.6m	18.2%	13.21%
1.2%	Charles Schwab Investment Management, Inc.	365,892	US$10.2m	-12.1%	no data
1.12%	BNY Asset Management	341,791	US$9.5m	-5.1%	no data
1.02%	Northern Trust Global Investments	313,437	US$8.7m	0.97%	no data
1%	ProShare Advisors LLC	304,649	US$8.5m	35.4%	0.02%
0.74%	Invesco Capital Management LLC	227,228	US$6.3m	8.03%	no data
0.73%	Goldman Sachs Group, Investment Banking and Securities Investments	222,614	US$6.2m	128%	no data
0.69%	David Schawk	211,761	US$5.9m	0%	no data
0.62%	New York State Common Retirement Fund	189,267	US$5.3m	-2.07%	0.01%
0.61%	Steven Nicola	187,981	US$5.2m	15.3%	no data
0.6%	Norges Bank Investment Management	183,672	US$5.1m	0%	no data
0.6%	SEI Investments Company	182,934	US$5.1m	-15.2%	0.01%
0.59%	Morgan Stanley, Investment Banking and Brokerage Investments	182,059	US$5.1m	-1.98%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/30 05:21
End of Day Share Price	2024/12/30 00:00
Earnings	2024/09/30
Annual Earnings	2024/09/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Matthews International Corporation is covered by 9 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Liam Burke	B. Riley Securities, Inc.
James Clement	Buckingham Research Group Inc.
Daniel Moore	CJS Securities, Inc.