SCHEDULE: Ameriprise Financial Discloses 5.4% Stake in Matthews Intl.

Ameriprise Financial, Inc. has disclosed a 5.4% beneficial ownership stake in Matthews International Corporation's Class A Common Stock.

Summary

• Ameriprise Financial, Inc. (AFI) has filed an Amendment No. 2 to Schedule 13G, disclosing its beneficial ownership in Matthews International Corporation's Class A Common Stock.
• As of June 30, 2025, AFI beneficially owns an aggregate of 1,664,426 shares of Class A Common Stock.
• This ownership represents 5.4% of the outstanding Class A Common Stock of Matthews International Corporation.
• AFI holds shared voting power over 1,664,201 shares and shared dispositive power over 1,664,426 shares.
• The filing indicates that AFI is a parent holding company or control person, filing under Rule 13d-1(b), signifying a passive investment purpose.

Sentiment

Score: 5

Explanation: The filing is a factual disclosure of beneficial ownership, which is neutral in sentiment regarding the issuer's performance. The disclosure of a significant stake by a major institution could be viewed positively by the market.

Positives

• The disclosure of a 5.4% stake by Ameriprise Financial, Inc., a major financial institution, may signal confidence in Matthews International Corporation's long-term prospects.

Negatives

• The filing itself does not contain negative information regarding Matthews International Corporation's operations or financial performance.

Risks

• The filing does not detail specific operational or financial risks for Matthews International Corporation; it is solely a disclosure of beneficial ownership.

Future Outlook

The filing is a disclosure of current beneficial ownership and does not contain any forward-looking statements or guidance regarding Matthews International Corporation's future performance or outlook.

Management Comments

• Michael G. Clarke, Senior Vice President, North America Head of Operations & Investor Services for Ameriprise Financial, Inc., certified that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.

Industry Context

This filing reflects a routine disclosure by a large institutional investor, Ameriprise Financial, Inc., regarding its passive ownership stake in Matthews International Corporation. Such disclosures are common in the financial industry as institutional investors adjust their portfolios and cross reporting thresholds.

Stakeholder Impact

• Shareholders: The disclosure of a significant stake by Ameriprise Financial, Inc. provides transparency regarding the ownership structure and may influence investor perception of the company.

Key Dates

Keywords

Matthews International Corporation, Ameriprise Financial, Schedule 13G, Beneficial Ownership, Class A Common Stock, Institutional Investor, SEC Filing, Equity Stake