Capital Wealth Planning LLC Buys 70,561 Shares of Sony Corporation $SONY

Key Points

• Capital Wealth Planning LLC increased its stake in Sony by 23.8% in Q3, buying 70,561 shares to hold 366,915 shares valued at about $10.56M.
• Several large institutional moves accompanied the purchase — Fisher added ~2.77M shares (now ~104.6M), Mondrian opened a new position worth ~$277.6M, Capital International bought ~4.3M shares, and Thrivent boosted holdings to ~3.37M shares.
• Wall Street consensus is a “Moderate Buy” with an average target of $30.00; Sony trades near <$21.51> with a market cap of about $130B and a negative P/E.

Capital Wealth Planning LLC increased its stake in Sony Corporation (NYSE:SONY - Free Report) by 23.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 366,915 shares of the company's stock after buying an additional 70,561 shares during the quarter. Capital Wealth Planning LLC's holdings in Sony were worth $10,563,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in SONY. Fisher Asset Management LLC raised its position in Sony by 2.7% during the third quarter. Fisher Asset Management LLC now owns 104,644,526 shares of the company's stock worth $3,128,924,000 after acquiring an additional 2,766,460 shares in the last quarter. Mondrian Investment Partners LTD bought a new position in shares of Sony in the 3rd quarter valued at about $277,631,000. Capital International Investors increased its stake in shares of Sony by 245.0% during the 3rd quarter. Capital International Investors now owns 6,049,618 shares of the company's stock worth $176,044,000 after purchasing an additional 4,296,028 shares during the last quarter. Capital World Investors increased its stake in shares of Sony by 0.4% during the 3rd quarter. Capital World Investors now owns 5,001,748 shares of the company's stock worth $144,021,000 after purchasing an additional 20,960 shares during the last quarter. Finally, Thrivent Financial for Lutherans raised its holdings in shares of Sony by 7,377.3% in the 3rd quarter. Thrivent Financial for Lutherans now owns 3,374,274 shares of the company's stock valued at $97,145,000 after purchasing an additional 3,329,147 shares during the period. 14.05% of the stock is owned by institutional investors.

Sony Price Performance

Shares of NYSE SONY opened at $21.51 on Friday. The firm has a market cap of $130.05 billion, a P/E ratio of -107.52, a price-to-earnings-growth ratio of 7.62 and a beta of 0.94. The business's 50 day moving average is $22.84 and its 200-day moving average is $26.32. The company has a current ratio of 1.22, a quick ratio of 0.97 and a debt-to-equity ratio of 0.10. Sony Corporation has a 1-year low of $20.42 and a 1-year high of $30.34.

Wall Street Analysts Forecast Growth

SONY has been the subject of a number of research analyst reports. Sanford C. Bernstein reiterated an "outperform" rating and set a $30.00 price target (down from $33.00) on shares of Sony in a report on Wednesday, January 14th. Wall Street Zen upgraded Sony to a "hold" rating in a research note on Saturday, December 6th. Nomura raised Sony from a "neutral" rating to a "buy" rating in a research report on Wednesday, November 19th. Weiss Ratings downgraded Sony from a "hold (c-)" rating to a "sell (d+)" rating in a research note on Friday, February 20th. Finally, Zacks Research cut Sony from a "strong-buy" rating to a "hold" rating in a research note on Monday, January 12th. Five equities research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average target price of $30.00.

Trending Headlines about Sony

Here are the key news stories impacting Sony this week:

• Positive Sentiment: Camera firmware improves telephoto stabilization — Sony released a firmware update that reduces shaky telephoto images, which can preserve brand reputation and reduce returns for its profitable Alpha camera line. Shaky images? Sony firmware update boosts telephoto lens stabilization
• Positive Sentiment: Sony expands content pipeline with Sundance acquisition — Sony acquired the Sundance title "Gail Daughtry and the Celebrity Sex Pass," adding to its theatrical/streaming inventory and potential licensing revenue. Sony acquires Sundance film 'Gail Daughtry and the Celebrity Sex Pass'
• Positive Sentiment: Netflix-Sony sequel pick-up — Netflix and Sony confirmed "KPop Demon Hunters 2," supporting Sony’s content monetization strategy and streaming licensing pipeline. ‘KPop Demon Hunters 2’ Confirmed by Netflix and Sony
• Positive Sentiment: PR and inclusion win for Sony Pictures Animation — "GOAT" was looped by an all-disability group, strengthening studio reputation and diversity credentials (small direct financial impact, positive for brand). Sony Pictures Animation’s ‘GOAT’ Makes History
• Positive Sentiment: Sony-Honda EV rollout in California — The new EV (limited to California) signals progress in Sony’s mobility ambitions, a potential long-term revenue stream beyond electronics and entertainment. Sony and Honda deliver a new EV only available in California
• Neutral Sentiment: Discounting on low-end headphones — A steep price drop for WH-CH520 vs. premium WH-1000XM6 may boost unit sales but could compress margins and signals promotional pressure in audio. Sony WH-CH520 Headphones Are Nearly 10x Cheaper
• Neutral Sentiment: Firmware rumors for FX2 — Discussion that an FX2 firmware update could be monetized; if true this is a small direct revenue opportunity but raises customer sentiment questions. Rumored FX2 firmware update might be a cash grab
• Neutral Sentiment: AI-fake detection via cameras — Coverage on cameras using AF to flag AI fakes highlights potential product differentiation, but commercial impact is uncertain. Real cameras can actually fight AI fakes using AF
• Negative Sentiment: Hints Sony may pull back on PC releases — Comments from a Bluepoint tech lead suggest Sony could limit PC ports, risking lost incremental software revenue and irritating parts of its player base. Bluepoint tech lead hints at why Sony may 'pull back' on PC releases
• Negative Sentiment: Consumer backlash on game ports and sales — Reports that titles aren’t selling on PS5/PC and community frustration over porting strategy could signal softer software revenue. 'No One Is Buying This on PS5'
• Negative Sentiment: Lawsuit over PlayStation Store pricing — Sony faces a suit alleging monopoly pricing and download fees; legal/regulatory exposure could pressure margins or force policy changes if successful. Sony sued over high PlayStation Store 'monopoly' prices

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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