Sony Corporation $SONY is Aristotle Capital Management LLC's 8th Largest Position

Key Points

• Aristotle Capital trimmed its stake in Sony by 4.4% to 47,000,794 shares, leaving Sony as its 8th largest position and representing about $1.35 billion (≈0.78% of Sony) in the portfolio.
• Other institutions materially increased exposure—Fisher Asset added 19% to hold ~101.9M shares (~$2.65B), Capital International and Thrivent sharply grew positions, and new stakes were taken by Mondrian and Qube—helping drive institutional ownership to about 14.05%.
• Analyst views are mixed but lean positive overall: five Buys, one Hold and one Sell yield an average rating of "Moderate Buy" with an average price target of about $30.

Aristotle Capital Management LLC trimmed its position in shares of Sony Corporation (NYSE:SONY - Free Report) by 4.4% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 47,000,794 shares of the company's stock after selling 2,184,696 shares during the quarter. Sony accounts for approximately 2.6% of Aristotle Capital Management LLC's holdings, making the stock its 8th largest position. Aristotle Capital Management LLC owned approximately 0.78% of Sony worth $1,353,155,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Fisher Asset Management LLC increased its position in Sony by 19.0% during the second quarter. Fisher Asset Management LLC now owns 101,878,066 shares of the company's stock valued at $2,651,886,000 after acquiring an additional 16,280,542 shares during the last quarter. Mondrian Investment Partners LTD purchased a new position in Sony in the third quarter worth about $277,631,000. Capital International Investors grew 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 valued at $176,044,000 after purchasing an additional 4,296,028 shares during the period. Thrivent Financial for Lutherans increased its position in shares of Sony by 7,377.3% during 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 last quarter. Finally, Qube Research & Technologies Ltd purchased a new stake in shares of Sony during the 2nd quarter valued at about $26,058,000. 14.05% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

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

Key Stories Impacting 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 Stock Up 0.2%

SONY stock opened at $21.51 on Friday. The business's 50-day moving average price is $22.84 and its 200-day moving average price is $26.31. The stock has a market cap of $130.05 billion, a P/E ratio of -107.52, a PEG ratio of 7.63 and a beta of 0.94. The company has a quick ratio of 0.97, a current ratio of 1.22 and a debt-to-equity ratio of 0.10. Sony Corporation has a twelve month low of $20.42 and a twelve month high of $30.34.

Sony Company 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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.