Vanguard Group Inc. Reduces Stock Position in Somnigroup International Inc. $SGI

Key Points

• Vanguard trimmed its stake in Somnigroup International by 0.9% in Q4, selling 172,785 shares and ending the period with 18,813,858 shares (8.96% ownership) valued at about $1.68 billion.
• Analysts are mixed but generally positive — the consensus rating is “Moderate Buy” with an average price target of $99.60, while firms have both raised targets (Truist to $115) and cut or adjusted ratings in recent weeks.
• Somnigroup reported Q EPS of $0.72 (in line with estimates) and revenue up 54.7% year‑over‑year to $1.87 billion, issued FY2026 guidance of $3.00–$3.40 EPS, and currently trades around $75.86 with a 0.9% dividend yield.

Vanguard Group Inc. lessened its position in shares of Somnigroup International Inc. (NYSE:SGI - Free Report) by 0.9% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 18,813,858 shares of the company's stock after selling 172,785 shares during the quarter. Vanguard Group Inc. owned 8.96% of Somnigroup International worth $1,679,701,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Allworth Financial LP purchased a new stake in Somnigroup International during the 3rd quarter valued at about $32,000. First Horizon Corp grew its stake in Somnigroup International by 93.3% during the 4th quarter. First Horizon Corp now owns 464 shares of the company's stock valued at $41,000 after purchasing an additional 224 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. purchased a new stake in Somnigroup International during the 4th quarter valued at about $42,000. Assetmark Inc. grew its stake in Somnigroup International by 56.6% during the 4th quarter. Assetmark Inc. now owns 512 shares of the company's stock valued at $46,000 after purchasing an additional 185 shares during the last quarter. Finally, CWM LLC grew its stake in Somnigroup International by 15.5% during the 4th quarter. CWM LLC now owns 1,858 shares of the company's stock valued at $166,000 after purchasing an additional 249 shares during the last quarter. Hedge funds and other institutional investors own 99.86% of the company's stock.

Analyst Upgrades and Downgrades

SGI has been the topic of several research analyst reports. Truist Financial boosted their price target on Somnigroup International from $105.00 to $115.00 and gave the company a "buy" rating in a research note on Thursday, March 5th. UBS Group dropped their price target on Somnigroup International from $115.00 to $110.00 and set a "buy" rating on the stock in a research note on Thursday. Stephens restated an "equal weight" rating and issued a $89.00 target price on shares of Somnigroup International in a research note on Tuesday, April 14th. Zacks Research downgraded Somnigroup International from a "strong-buy" rating to a "hold" rating in a research note on Tuesday, January 6th. Finally, Jefferies Financial Group upgraded Somnigroup International from a "hold" rating to a "buy" rating and lowered their target price for the stock from $90.00 to $88.00 in a research note on Thursday, March 26th. Four analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company's stock. Based on data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $99.60.

Somnigroup International Stock Up 0.9%

Shares of SGI opened at $75.86 on Friday. Somnigroup International Inc. has a 52 week low of $56.15 and a 52 week high of $98.56. The company has a quick ratio of 0.42, a current ratio of 0.83 and a debt-to-equity ratio of 1.47. The stock has a market capitalization of $15.96 billion, a P/E ratio of 42.38, a price-to-earnings-growth ratio of 1.17 and a beta of 1.33. The business has a 50-day moving average of $79.15.

Somnigroup International (NYSE:SGI - Get Free Report) last issued its earnings results on Tuesday, February 17th. The company reported $0.72 EPS for the quarter, hitting analysts' consensus estimates of $0.72. Somnigroup International had a return on equity of 19.36% and a net margin of 5.14%.The firm had revenue of $1.87 billion for the quarter. During the same quarter in the previous year, the company earned $0.60 EPS. The firm's quarterly 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. As a group, equities analysts anticipate that Somnigroup International Inc. will post 3.25 EPS for the current fiscal year.

Somnigroup International Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, March 19th. Investors of record on Thursday, March 5th were issued a $0.17 dividend. The ex-dividend date of this dividend was Thursday, March 5th. This represents a $0.68 dividend on an annualized basis and a yield of 0.9%. 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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