SG Americas Securities LLC Boosts Stake in Somnigroup International Inc. $SGI

Key Points

• SG Americas Securities LLC increased its stake by 134.5% in Q4 to 84,144 shares (about $7.51M), and institutional investors now own 99.86% of Somnigroup with notable new positions including JPMorgan Chase (~$269.5M).
• Financials and guidance: Q4 EPS was $0.72 with revenue up 54.7% year-over-year, management set FY2026 EPS guidance of 3.00–3.40, and the stock trades at a P/E of ~38.8 with a $14.6B market cap.
• Dividend and analyst stance: The company pays a $0.17 quarterly dividend (annualized yield ~1.0%) and holds a consensus rating of Moderate Buy with a $101.75 target amid mixed buy/hold analyst actions.

SG Americas Securities LLC grew its position in shares of Somnigroup International Inc. (NYSE:SGI - Free Report) by 134.5% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 84,144 shares of the company's stock after buying an additional 48,257 shares during the quarter. SG Americas Securities LLC's holdings in Somnigroup International were worth $7,512,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Swiss Life Asset Management Ltd grew its holdings in shares of Somnigroup International by 85.1% in the third quarter. Swiss Life Asset Management Ltd now owns 9,065 shares of the company's stock valued at $764,000 after acquiring an additional 4,168 shares in the last quarter. Allworth Financial LP bought a new stake in Somnigroup International during the third quarter worth $32,000. Hudson Bay Capital Management LP purchased a new position in Somnigroup International in the third quarter worth $5,585,000. New Mexico Educational Retirement Board purchased a new position in Somnigroup International in the third quarter worth $3,578,000. Finally, JPMorgan Chase & Co. bought a new position in Somnigroup International in the 3rd quarter valued at $269,540,000. Hedge funds and other institutional investors own 99.86% of the company's stock.

Somnigroup International Price Performance

Shares of SGI opened at $69.39 on Tuesday. Somnigroup International Inc. has a 1 year low of $53.10 and a 1 year high of $98.56. The company has a debt-to-equity ratio of 1.47, a quick ratio of 0.42 and a current ratio of 0.83. The company has a fifty day moving average price of $86.08. The company has a market capitalization of $14.60 billion, a price-to-earnings ratio of 38.77, a PEG ratio of 0.91 and a beta of 1.28.

Somnigroup International (NYSE:SGI - Get Free Report) last posted its quarterly earnings results on Tuesday, February 17th. The company reported $0.72 earnings per share for the quarter, hitting the consensus estimate of $0.72. Somnigroup International had a return on equity of 19.36% and a net margin of 5.14%.The company had revenue of $1.87 billion during the quarter. During the same quarter in the previous year, the company posted $0.60 EPS. The firm's revenue was up 54.7% compared to the same quarter last year. Somnigroup International has set its FY 2026 guidance at 3.000-3.400 EPS.

Somnigroup International Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, March 19th. Shareholders of record on Thursday, March 5th were given a dividend of $0.17 per share. This represents a $0.68 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date was Thursday, March 5th. Somnigroup International's dividend payout ratio (DPR) is currently 37.99%.

Analyst Upgrades and Downgrades

Several equities research analysts have recently issued reports on SGI shares. Weiss Ratings reaffirmed a "hold (c)" rating on shares of Somnigroup International in a research report on Monday, December 29th. UBS Group reduced their price target on shares of Somnigroup International from $122.00 to $115.00 and set a "buy" rating for the company in a research report on Wednesday, February 18th. Truist Financial raised their price objective on shares of Somnigroup International from $105.00 to $115.00 and gave the stock a "buy" rating in a report on Thursday, March 5th. Jefferies Financial Group raised shares of Somnigroup International from a "hold" rating to a "buy" rating and lowered their price objective for the stock from $90.00 to $88.00 in a research report on Thursday, March 26th. Finally, Zacks Research cut shares of Somnigroup International from a "strong-buy" rating to a "hold" rating in a research note on Tuesday, January 6th. Three investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, Somnigroup International has a consensus rating of "Moderate Buy" and a consensus target price of $101.75.

About Somnigroup International

Somnigroup International Inc, together with its subsidiaries, designs, manufactures, distributes, and retails bedding products in the United States and internationally. It provides mattresses, foundations and adjustable foundations, and adjustable bases, as well as other products comprising pillows, mattress covers, sheets, cushions, and various other accessories and comfort products under the Tempur-Pedic, Sealy, Stearns & Foster, Sealy, and Cocoon by Sealy brand names. The company sells its products through approximately company-owned stores, online, and call centers; and third party retailers, including third party distribution, hospitality, and healthcare.

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