Sony Corporation $SONY Shares Sold by Thornburg Investment Management Inc.

Thornburg Investment Management Inc. trimmed its position in shares of Sony Corporation (NYSE:SONY) by 14.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 575,081 shares of the company’s stock after selling 97,652 shares during the period. Thornburg Investment Management Inc.’s holdings in Sony were worth $14,722,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in SONY. YANKCOM Partnership increased its holdings in shares of Sony by 748.7% during the 4th quarter. YANKCOM Partnership now owns 976 shares of the company’s stock worth $25,000 after buying an additional 861 shares during the last quarter. V Square Quantitative Management LLC acquired a new stake in Sony in the 4th quarter valued at $27,000. Elyxium Wealth LLC acquired a new stake in Sony in the 4th quarter valued at $27,000. Annis Gardner Whiting Capital Advisors LLC increased its holdings in Sony by 404.1% in the 4th quarter. Annis Gardner Whiting Capital Advisors LLC now owns 1,109 shares of the company’s stock valued at $28,000 after purchasing an additional 889 shares in the last quarter. Finally, Twin Tree Management LP increased its holdings in Sony by 4,218.5% in the 4th quarter. Twin Tree Management LP now owns 1,112 shares of the company’s stock valued at $28,000 after purchasing an additional 1,139 shares in the last quarter. 14.05% of the stock is currently owned by institutional investors and hedge funds.

Key Sony News

Here are the key news stories impacting Sony this week:

• Positive Sentiment: Several reports highlighted strong demand for Sony-branded audio products, including heavy discounts on WH-CH720N and WH-1000XM6 headphones and all-time-low pricing on LinkBuds Clip earbuds. These stories can help keep Sony’s consumer electronics brand visible ahead of Prime Day and may support sales momentum. Sony WH-CH720N headphones drop to half price ahead of Prime Day
• Positive Sentiment: Investor commentary said the market may be overlooking Sony’s bigger picture, pointing to improving valuation, disciplined capital allocation, and possible upside from Gaming and Pictures, including potential benefits from GTA 6 and major film releases. Sony: The Market Is Missing The Bigger Picture
• Positive Sentiment: Coverage of Sony’s 2026 TV and home-theater lineup and a new direct-connect audio feature for older premium TVs reinforces product innovation in the TV/home entertainment segment, which could help sentiment around the hardware business. A guide to Sony’s 2026 TVs and home theater lineup
• Neutral Sentiment: Multiple articles about Spider-Man, Destiny 2, and Bungie kept Sony’s entertainment and gaming brands in the news, but most were commentary or consumer-interest pieces rather than direct business updates. One report noted Bungie was “very close” to shutting down before Sony’s acquisition, which mainly underscores the strategic importance of the deal rather than changing near-term fundamentals. Ex-Destiny 2 dev says Bungie was “very close to shutting its doors” before Sony acquired it
• Negative Sentiment: Some gaming headlines, including a PS5 title being delisted and continued chatter around Bungie, may remind investors that Sony’s gaming division still faces execution and content-management challenges. Sony’s PS5 Follow-Up to Beloved PS2 Game Suddenly Delisted

Sony Stock Down 0.1%

Shares of Sony stock opened at $20.52 on Monday. The business has a 50-day moving average of $21.39 and a 200-day moving average of $22.96. The company has a debt-to-equity ratio of 0.10, a current ratio of 1.18 and a quick ratio of 0.94. The company has a market capitalization of $121.21 billion, a PE ratio of -102.57, a P/E/G ratio of 1.63 and a beta of 0.93. Sony Corporation has a 1-year low of $19.63 and a 1-year high of $30.34.

Sony (NYSE:SONY) last announced its earnings results on Friday, May 8th. The company reported $0.09 earnings per share for the quarter, missing the consensus estimate of $0.22 by ($0.13). The business had revenue of $19.15 billion for the quarter, compared to analyst estimates of $18.43 billion. Sony had a negative net margin of 2.61% and a positive return on equity of 12.20%. The firm’s revenue was up 8.3% on a year-over-year basis. During the same quarter in the prior year, the business earned $32.86 earnings per share. As a group, equities analysts forecast that Sony Corporation will post 1.28 EPS for the current fiscal year.

Analysts Set New Price Targets

Several analysts recently issued reports on SONY shares. Sanford C. Bernstein reiterated a “market perform” rating and issued a $22.00 price target (down from $30.00) on shares of Sony in a report on Tuesday, March 17th. Benchmark reiterated a “buy” rating on shares of Sony in a report on Monday, May 11th. Finally, Weiss Ratings reiterated a “sell (d+)” rating on shares of Sony in a report on Wednesday, May 20th. Four research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $22.00.

Insider Activity

In other news, insider Tsuyoshi Kodera sold 17,500 shares of the firm’s stock in a transaction dated Monday, May 18th. The stock was sold at an average price of $22.61, for a total transaction of $395,675.00. Following the completion of the sale, the insider directly owned 27,553 shares in the company, valued at $622,973.33. This trade represents a 38.84% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Kenichiro Yoshida sold 400,000 shares of the firm’s stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $22.61, for a total value of $9,044,000.00. Following the sale, the director owned 661,615 shares of the company’s stock, valued at $14,959,115.15. This represents a 37.68% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 7.00% of the stock is owned by company insiders.

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.