Calamos Wealth Management LLC Invests $2.04 Million in Sony Corporation $SONY

Key Points

• Calamos Wealth Management LLC opened a new position in Sony, purchasing 79,596 shares valued at about $2.04 million during the fourth quarter, according to its latest 13F filing.
• Analyst sentiment has turned cautious—Weiss Ratings cut to Sell, Zacks downgraded to Hold and Sanford C. Bernstein trimmed its price target—leaving Sony with a consensus rating of Hold and an average price target of $22.00.
• Sony shares trade near $20.30 with a market cap of about $120.7 billion, a negative P/E (-101.47) and a 52-week range of $19.74–$30.34, indicating recent weakness and volatility.

Calamos Wealth Management LLC bought a new position in Sony Corporation (NYSE:SONY - Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 79,596 shares of the company's stock, valued at approximately $2,038,000.

Several other institutional investors and hedge funds have also modified their holdings of the business. YANKCOM Partnership raised its position in Sony by 748.7% in the 4th quarter. YANKCOM Partnership now owns 976 shares of the company's stock worth $25,000 after purchasing an additional 861 shares during the last quarter. Ameriflex Group Inc. raised its position in Sony by 304.0% in the 3rd quarter. Ameriflex Group Inc. now owns 1,010 shares of the company's stock worth $29,000 after purchasing an additional 760 shares during the last quarter. Binnacle Investments Inc raised its position in Sony by 81.7% in the 3rd quarter. Binnacle Investments Inc now owns 1,032 shares of the company's stock worth $30,000 after purchasing an additional 464 shares during the last quarter. V Square Quantitative Management LLC bought a new position in Sony in the 4th quarter worth approximately $27,000. Finally, Measured Wealth Private Client Group LLC bought a new position in Sony in the 3rd quarter worth approximately $33,000. 14.05% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Sony

Here are the key news stories impacting Sony this week:

• Positive Sentiment: AI & robotics leadership — Sony’s “Ace” table-tennis robot beating elite human players highlights advanced AI/robotics capabilities that could raise the company’s profile in robotics, AI services and B2B opportunities beyond consumer electronics. Sony AI builds a table tennis robot that reacts faster than humans can see
• Positive Sentiment: Strong first-party content for PlayStation — Positive reviews for the PS5 exclusive “Saros” can drive engagement, platform differentiation and long-term software/revenue upside for PlayStation. Better exclusives support subscription and first-party monetization. Sony’s Exclusive “Saros” is One of the Year’s Must-Play Games
• Positive Sentiment: Music publishing strength — Sony’s top position in 2025 publisher rankings underscores durable, high-margin music and publishing businesses that provide recurring cashflow and diversify revenue away from hardware cycles. Sony Dominates 2025 Publisher Rankings With Hits by Leon Thomas, Kendrick Lamar & Alex Warren
• Neutral Sentiment: Platform maintenance and updates — April PS5 updates and console maintenance with Microsoft signal ongoing platform support (stability > disruption), a neutral near-term factor for revenue but important for user retention. Sony and Microsoft push April console updates amid strategic shifts
• Neutral Sentiment: Long-term growth narrative remains — Analyst pieces highlighting Sony as a long-term growth stock support investor confidence but don’t change short-term trading dynamics. Why Sony (SONY) is a Top Growth Stock for the Long-Term
• Negative Sentiment: Promotional pressure on headphones — Multiple reports of deep discounts and clearance pricing (WH-CH520, WH-CH720N, and other models) suggest inventory clearing and weaker near-term pricing power for audio products, which can hit margins. $38 for Sony Headphones? WH-CH520 Hits a Record Low in a Clearance Sale on Amazon
• Negative Sentiment: Smartphone limitations — Coverage and availability caveats for the Xperia 1 VIII reinforce Sony’s limited scale in smartphones, keeping that segment marginal and unlikely to offset weakness elsewhere. The Sony Xperia 1 VIII looks great, if you happen to live somewhere Sony still sells phones
• Negative Sentiment: Near-term selling pressure reflected in market coverage — Analysts and commentary noting SONY’s larger-than-market dip signal short-term investor caution and reduced sentiment, contributing to the share decline. Sony (SONY) Sees a More Significant Dip Than Broader Market: Some Facts to Know

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on SONY. Weiss Ratings cut shares of Sony from a "hold (c-)" rating to a "sell (d+)" rating in a research report on Friday, February 20th. Zacks Research cut shares of Sony from a "strong-buy" rating to a "hold" rating in a research report on Monday, January 12th. Finally, Sanford C. Bernstein restated a "market perform" rating and issued a $22.00 price objective (down from $30.00) on shares of Sony in a research report on Tuesday, March 17th. Three research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of "Hold" and a consensus price target of $22.00.

Sony Stock Performance

Shares of Sony stock opened at $20.30 on Friday. The firm has a fifty day moving average of $21.30 and a two-hundred day moving average of $24.68. The stock has a market capitalization of $120.74 billion, a price-to-earnings ratio of -101.47, a PEG ratio of 6.84 and a beta of 0.98. Sony Corporation has a 52 week low of $19.74 and a 52 week high of $30.34. The company has a debt-to-equity ratio of 0.10, a quick ratio of 0.97 and a current ratio of 1.22.

Sony Profile

Sony Group Corporation NYSE: SONY is a Japanese multinational conglomerate headquartered in Minato, Tokyo. Founded in 1946 by Masaru Ibuka and Akio Morita, Sony has grown from an electronics maker into a diversified global company with operations spanning consumer electronics, entertainment, gaming, semiconductors and financial services. The company's shares trade in Japan and its American Depositary Receipts trade on the New York Stock Exchange under the ticker SONY.

Sony's primary businesses include Electronics Products & Solutions, which covers televisions, audio equipment, digital cameras and professional broadcast systems; Game & Network Services, anchored by the PlayStation platform, consoles, software and online services; Music and Pictures, through Sony Music Entertainment and Sony Pictures Entertainment, producing, distributing and licensing recorded music, film and television content; Imaging & Sensing Solutions, which develops CMOS image sensors and other semiconductor components; and Financial Services, offering life insurance, banking and other financial products in Japan.

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