Market Cap
$138.7B
SONY
Sony Group Corp
$23.82 ▲ +1.40%
Prev close $23.49Market cap$138.7B
12-mo target$29.50 (+23.8%)
Insider Selling Cluster (3 insiders)High Impact Filing (7/10)29 New Institutional Positions21 Institutional Exits Consumer & Retail
Snapshot
The big-picture read on SONY right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Inst. Holders
50 funds
Inst. Value
$7.8B
Inst. Activity
29 buys / 21 sells
Insider Activity
$0.00 buy / $30.6M sell
Insider Net $
-$30.6M
Social Sentiment
81° Bullish
SEC Reports
20
Congressional
1 trades
Price chart 30d -4.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 earthquake
M5.1 Earthquake - 108 km ENE of Miyako, Japan
Magnitude 5.1, Depth: 35.0km
Sep 16, 2026 Insider
Sep 14, 2026 SEC Ito Yasuhiro sold 9,000 shares
Chief People Officer (CPO) @ $24.29 ($218.6K)
Sony filed its monthly share buyback report for August 2026, repurchasing 11.6 million shares for ¥43.5 billion under th
6-K — Impact 2/10
Sep 11, 2026 Insider
Sep 3, 2026 SEC Ito Yasuhiro acquired via exercise 9,000 shares
Chief People Officer (CPO) @ $8.35 ($75.2K)
Sony filed a routine monthly update on its ongoing ¥500 billion share buyback program. In August 2026, it repurchased 11
6-K — Impact 2/10
Aug 17, 2026 Insider
Aug 11, 2026 SEC Tanaka Kenji sold 20,000 shares
See Remarks @ $23.83 ($476.6K)
No summary provided
6-K — Impact 5/10
Jun 30, 2026 Inst.
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP — DOUBLED
4,556,802 shares ($91.4M)
Analyst ratings buy % +0.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Mar 17, 2026 | Bernstein | DOWNGRADE | Market Perform | 51% |
| Jan 14, 2026 | Bernstein | MAINTAIN | Outperform | 51% |
| Apr 7, 2025 | Wolfe Research | DOWNGRADE | Peer Perform | 52% |
| Feb 20, 2025 | Oppenheimer | REITERATE | Outperform | 52% |
| Nov 12, 2024 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Oct 11, 2024 | TD Cowen | MAINTAIN | Buy | 56% |
| Mar 12, 2024 | Macquarie | UPGRADE | Outperform | 55% |
| Feb 26, 2024 | Oppenheimer | REITERATE | Outperform | 52% |
| Feb 15, 2024 | Macquarie | DOWNGRADE | Neutral | 55% |
| Jul 12, 2023 | Goldman Sachs | UPGRADE | Buy | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 8 | 20 | 3 | 0 | 0 | 90% | |
| Aug 1, 2026 | 8 | 20 | 3 | 0 | 0 | 90% | |
| Jul 1, 2026 | 9 | 20 | 2 | 0 | 0 | 94% | |
| Jun 1, 2026 | 9 | 20 | 2 | 0 | 0 | 94% | |
| May 1, 2026 | 8 | 21 | 2 | 0 | 0 | 94% | |
| Apr 1, 2026 | 8 | 21 | 2 | 0 | 0 | 94% | |
| Mar 1, 2026 | 7 | 22 | 2 | 0 | 0 | 94% | |
| Feb 1, 2026 | 7 | 21 | 2 | 0 | 0 | 93% |
Price targets
Where 4 covering analysts think SONY trades over the next 12 months.
$29.50 +23.8% upside Strong Buy
Current$23.82 Low$23.00 Median$30.50 High$34.00 4 analysts
$23.00$34.00
Analyst rating None as of Oct 2, 2026
Social media sentiment mood -16.7%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
81°
Bullish
BearishNeutralBullish
Recent posts
SONY is quietly up over 20% in the past 60 days
▲ 1 · 💬 1· ⚡ 0.5
SONY is a classic value play with a call option on AI chips still underappreciated by the market
▲ 1 · 💬 5· ⚡ 0.5
SONY is a classic value play with a call option on AI chips still underappreciated by the market
▲ 1 · 💬 0· ⚡ 0.5
$SONY DD: The Sovereign AI Subsidies That Will Make PlayStation the Ultimate B2B Sleeping Giant
▲ 1 · 💬 0· ⚡ 0.5
Sony CEO Sells Over Half His Stock Following PlayStation Disc Announcement
▲ 1 · 💬 5· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
20 SEC filing reports analyzed · 1 bullish, 0 bearish, 0 mixed, 19 neutral · avg impact 2.9/10.
NEUTRAL6-K2/10
Sony filed its monthly share buyback report for August 2026, repurchasing 11.6 million shares for ¥4
Sep 14, 2026
NEUTRAL6-K2/10
Sony filed a routine monthly update on its ongoing ¥500 billion share buyback program. In August 202
Sep 3, 2026
NEUTRAL6-K5/10
No summary provided
Aug 11, 2026
NEUTRALCLUSTER3/10
Three Sony insiders sold a total of $10.75M in open-market transactions over a two-day window, with
Aug 7, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
earthquake
M5.1 Earthquake - 108 km ENE of Miyako, Japan
Magnitude 5.1, Depth: 35.0km
Oct 1, 2026
earthquake
M5.3 Earthquake - 0 km NNE of Yōkaichiba, Japan
Magnitude 5.3, Depth: 41.6km
Sep 30, 2026
earthquake
M4.6 Earthquake - 131 km SE of Itoman, Japan
Magnitude 4.6, Depth: 10.0km
Sep 30, 2026
earthquake
M5.6 Earthquake - 74 km S of Yonakuni, Japan
Magnitude 5.6, Depth: 10.8km
Sep 29, 2026
short_volume
Short Volume: SONY — 57.6% short (0.9M / 1.5M)
Short: 860,809 | Exempt: 4,229 | TRF Vol: 1,493,250 | Short Ratio: 57.6% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.38 | $0.38–$0.38 | 12.7% | +13.2% | 0↑ 1↓ | $3163.2B | 1 |
| Next Q | $0.41 | $0.41–$0.41 | 2.8% | -0.9% | 0↑ 1↓ | $3838.3B | 1 |
| Current FY | $1.42 | $1.40–$1.44 | 505.8% | +4.1% | 2↑ 0↓ | $12901.5B | 3 |
| Next FY | $1.43 | $1.34–$1.49 | 1.1% | +1.8% | 2↑ 0↓ | $12809.6B | 3 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.379 | — |
| 7d ago | $0.335 | +0.044 |
| 30d ago | $0.335 | +0.044 |
| 60d ago | $0.335 | +0.044 |
| 90d ago | $0.335 | +0.044 |
Institutional ownership
Which big funds own SONY (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $7.8B total value (387,713,567 shares) as of 2026-Q2. Top holders: Fisher, PRIMECAP, Aristotle. Net buying activity: 29 institutions added/increased vs 21 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Fisher Asset Management, LLC | 112,216,813 | $2.3B | 28.9% | — |
| PRIMECAP MANAGEMENT CO/CA/ | 59,603,230 | $1.2B | 15.3% | — |
| Aristotle Capital Management, LLC | 41,272,268 | $827.9M | 10.6% | — |
| MORGAN STANLEY | 23,462,087 | $470.6M | 6.0% | — |
| BANK OF AMERICA CORP /DE/ | 14,461,700 | $290.1M | 3.7% | — |
| BlackRock, Inc. | 9,409,536 | $188.8M | 2.4% | — |
| GOLDMAN SACHS GROUP INC | 8,780,562 | $176.1M | 2.3% | — |
| Capital International Investors | 7,654,498 | $156.4M | 2.0% | — |
| HARDING LOEVNER LP | 6,468,686 | $139.5M | 1.8% | — |
| NORTHERN TRUST CORP | 6,861,067 | $137.6M | 1.8% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 1,932,258 | 4,556,802 | +135.8% | $91.4M |
| WCM INVESTMENT MANAGEMENT, LLC | DOUBLED | 1,949,592 | 4,329,142 | +122.1% | $88.4M |
| UBS Group AG | ADD | 2,885,032 | 3,974,727 | +37.8% | $79.7M |
| Clearbridge Investments, LLC | TRIM | 5,062,002 | 3,099,508 | -38.8% | $62.2M |
| Connor, Clark & Lunn Investment Management Ltd. | DOUBLED | 1,257,315 | 2,669,605 | +112.3% | $53.6M |
| CITADEL ADVISORS LLC | DOUBLED | 674,519 | 2,552,757 | +278.5% | $51.2M |
| BALYASNY ASSET MANAGEMENT L.P. | ADD | 1,019,167 | 1,572,706 | +54.3% | $31.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | DOUBLED | 46,732 | 945,811 | +1923.9% | $19.0M |
| LPL Financial LLC | TRIM | 1,265,747 | 944,919 | -25.3% | $19.0M |
| DAVENPORT & Co LLC | DOUBLED | 141,144 | 943,947 | +568.8% | $18.9M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
20 insiders, 47 transactions. Net -$30.6M — $0.00 bought, $30.6M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 16, 2026 | Ito Yasuhiro | Chief People Officer (CPO) | SELL | 9,000 | $24.29 | $218.6K |
| Sep 11, 2026 | Ito Yasuhiro | Chief People Officer (CPO) | EXERCISE | 9,000 | $8.35 | $75.2K |
| Aug 17, 2026 | Tanaka Kenji | See Remarks | SELL | 20,000 | $23.83 | $476.6K |
| Aug 17, 2026 | Sashida Shinji | See Remarks | EXERCISE | 3,000 | $8.42 | $25.3K |
| Aug 17, 2026 | Sashida Shinji | See Remarks | EXERCISE | 4,000 | $11.61 | $46.4K |
| Aug 13, 2026 | Tanaka Kenji | See Remarks | EXERCISE | 6,500 | $8.08 | $52.5K |
| Aug 13, 2026 | Tanaka Kenji | See Remarks | EXERCISE | 2,500 | $8.41 | $21.0K |
| Aug 5, 2026 | Stringer Robert Adrian | See Remarks | SELL | 445,000 | $22.49 | $10.0M |
| Aug 5, 2026 | Stringer Robert Adrian | See Remarks | SELL | 100,547 | $22.49 | $2.3M |
| Aug 4, 2026 | Kodera Tsuyoshi | Chief Digital Officer (CDO) | SELL | 17,100 | $22.72 | $388.5K |
Congressional trades
SONY trades disclosed by members of Congress, with disclosure delay.
1 members · 1 buys / 0 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Dec 26, 2025 | Stephen Cohen | D | HOUSE | BUY | $1,001 - $15,000 | Sony Group Corporation | Feb 10, 2026(47d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for SONY.
Shares short
12,529,774
Settlement Sep 15, 2026
Change vs prior
+12.8%
Semi-monthly cycle
Days to cover
3.1
At avg daily volume
Of shares outstanding
≈0.2%
Estimate — not % of float
All SONY filing & press-release reports (21)
- 6-K reportSep 14, 2026
- 6-K reportSep 3, 2026
- 6-K reportAug 11, 2026
- CLUSTER reportAug 7, 2026
- CLUSTER reportAug 5, 2026
- 6-K reportAug 5, 2026
- 6-K reportJul 31, 2026
- 6-K reportJul 17, 2026
- 6-K reportJul 14, 2026
- CLUSTER reportJul 8, 2026
- CLUSTER reportJul 7, 2026
- 6-K reportJul 6, 2026
- 424B5 reportJul 3, 2026
- 6-K reportJun 30, 2026
- 6-K reportJun 30, 2026
- 6-K reportJun 26, 2026
- 6-K reportJun 24, 2026
- 20-F reportJun 18, 2026
- 6-K reportJun 12, 2026
- CLUSTER reportMay 19, 2026
- INST-CLUSTER reportFeb 28, 2026