Van Berkom & Associates Inc. Sells 765,760 Shares of Somnigroup International Inc. $SGI

Key Points

• Van Berkom & Associates cut its stake in Somnigroup by 98.3% in Q4, selling 765,760 shares and leaving it with 13,456 shares valued at about $1.20 million.
• Institutional ownership remains very high at 99.86%, with large moves including JPMorgan establishing a new position worth roughly $269.5 million and Allspring increasing its stake to 1,874,835 shares (≈ $166.4 million).
• Wall Street shows a consensus “Moderate Buy” with a $99.60 target; Somnigroup gave FY2026 EPS guidance of 3.00–3.40 (street at ~3.25), while the stock trades near $73 with a P/E of 40.9.

Van Berkom & Associates Inc. cut its stake in Somnigroup International Inc. (NYSE:SGI - Free Report) by 98.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 13,456 shares of the company's stock after selling 765,760 shares during the quarter. Van Berkom & Associates Inc.'s holdings in Somnigroup International were worth $1,201,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of the stock. JPMorgan Chase & Co. bought a new position in shares of Somnigroup International in the third quarter valued at about $269,540,000. Allspring Global Investments Holdings LLC raised its position in shares of Somnigroup International by 6.9% in the fourth quarter. Allspring Global Investments Holdings LLC now owns 1,874,835 shares of the company's stock valued at $166,373,000 after purchasing an additional 121,244 shares during the period. Tectonic Advisors LLC raised its position in shares of Somnigroup International by 0.4% in the fourth quarter. Tectonic Advisors LLC now owns 123,107 shares of the company's stock valued at $10,991,000 after purchasing an additional 548 shares during the period. Donaldson Capital Management LLC raised its position in shares of Somnigroup International by 16.8% in the fourth quarter. Donaldson Capital Management LLC now owns 93,392 shares of the company's stock valued at $8,338,000 after purchasing an additional 13,421 shares during the period. Finally, SG Americas Securities LLC raised its position in shares of Somnigroup International by 134.5% in the fourth quarter. SG Americas Securities LLC now owns 84,144 shares of the company's stock valued at $7,512,000 after purchasing an additional 48,257 shares during the period. 99.86% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on the stock. Jefferies Financial Group raised shares of Somnigroup International from a "hold" rating to a "buy" rating and dropped their price objective for the company from $90.00 to $88.00 in a research report on Thursday, March 26th. Zacks Research lowered shares of Somnigroup International from a "strong-buy" rating to a "hold" rating in a research report on Tuesday, January 6th. Stephens reaffirmed an "equal weight" rating and set a $89.00 price target on shares of Somnigroup International in a research report on Tuesday, April 14th. UBS Group lowered their price target on shares of Somnigroup International from $115.00 to $110.00 and set a "buy" rating on the stock in a research report on Thursday, April 30th. Finally, Bank of America lowered their price target on shares of Somnigroup International from $106.00 to $96.00 and set a "buy" rating on the stock in a research report on Tuesday, April 14th. Four investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $99.60.

Somnigroup International Stock Performance

NYSE:SGI opened at $73.18 on Tuesday. The company has a market capitalization of $15.39 billion, a price-to-earnings ratio of 40.88, a price-to-earnings-growth ratio of 1.18 and a beta of 1.25. The company has a current ratio of 0.83, a quick ratio of 0.42 and a debt-to-equity ratio of 1.47. Somnigroup International Inc. has a 52 week low of $56.15 and a 52 week high of $98.56. The business's 50-day simple moving average is $79.15.

Somnigroup International (NYSE:SGI - Get Free Report) last announced its quarterly earnings data on Tuesday, February 17th. The company reported $0.72 earnings per share (EPS) for the quarter, hitting analysts' consensus estimates of $0.72. The firm had revenue of $1.87 billion for the quarter. Somnigroup International had a net margin of 5.14% and a return on equity of 19.36%. The company's quarterly revenue was up 54.7% on a year-over-year basis. During the same quarter in the previous year, the company earned $0.60 earnings per share. Somnigroup International has set its FY 2026 guidance at 3.000-3.400 EPS. Sell-side analysts anticipate that Somnigroup International Inc. will post 3.25 EPS for the current year.

Somnigroup International Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, March 19th. Shareholders of record on Thursday, March 5th were paid a dividend of $0.17 per share. This represents a $0.68 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date was Thursday, March 5th. Somnigroup International's dividend payout ratio is presently 37.99%.

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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