Martin Investment Management LLC Has $27.77 Million Position in Sony Corporation $SONY

Martin Investment Management LLC trimmed its position in shares of Sony Corporation (NYSE:SONY) by 6.7% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 964,555 shares of the company’s stock after selling 69,075 shares during the period. Sony makes up approximately 7.1% of Martin Investment Management LLC’s investment portfolio, making the stock its 2nd largest position. Martin Investment Management LLC’s holdings in Sony were worth $27,770,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Fisher Asset Management LLC boosted its position in shares of Sony by 19.0% during the 2nd quarter. Fisher Asset Management LLC now owns 101,878,066 shares of the company’s stock worth $2,651,886,000 after acquiring an additional 16,280,542 shares in the last quarter. Allspring Global Investments Holdings LLC boosted its holdings in shares of Sony by 4,056.6% in the 2nd quarter. Allspring Global Investments Holdings LLC now owns 1,973,638 shares of the company’s stock valued at $50,269,000 after purchasing an additional 1,926,156 shares in the last quarter. Qube Research & Technologies Ltd acquired a new stake in shares of Sony in the 2nd quarter valued at $26,058,000. Assetmark Inc. increased its stake in shares of Sony by 175.6% in the 2nd quarter. Assetmark Inc. now owns 1,469,596 shares of the company’s stock valued at $38,254,000 after purchasing an additional 936,441 shares during the last quarter. Finally, Raymond James Financial Inc. raised its holdings in shares of Sony by 41.6% during the 2nd quarter. Raymond James Financial Inc. now owns 2,482,524 shares of the company’s stock worth $64,620,000 after buying an additional 729,351 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: Sony Music Group partners with Singapore sovereign fund GIC to acquire music catalogs in a multi‑billion dollar program — the deal expands Sony’s higher-margin, recurring‑revenue catalog assets and signals a major content-investment push that could materially boost long-term music earnings. Singapore’s GIC, Sony Music partner to buy music catalogs
• Positive Sentiment: Sony Music/Publishing continues catalog M&A activity (example: Miranda Lambert catalog sale) and other reporting shows the joint music investment could be up to several billion dollars — these moves bolster Sony’s predictable royalty streams and licensing leverage. Sony Music Partners With GIC to Invest in ‘Premiere’ Music Catalogs
• Positive Sentiment: Sony Pictures Classics is actively acquiring festival titles (recent Sundance pickups), supporting Sony’s content pipeline for theatrical/streaming distribution — incremental upside for the studio/content segment if titles perform. Sony Pictures Classics Acquires Worldwide Rights to Sundance Winner ‘Bedford Park’
• Neutral Sentiment: Sony launched new professional BRAVIA displays (BZ‑P series) and announced a broad slate of display models for 2026 — product refreshes support commercial sales but near-term revenue impact is uncertain. ISE: Sony Electronics Launches BRAVIA Professional Displays BZ-P Series
• Neutral Sentiment: New hardware and imaging tech headlines (A7 V camera, a chip for improved electronic stabilization, and upcoming WF‑1000XM6 earbuds/color leaks) keep Sony competitive in cameras and audio, but these are product-cycle stories with incremental impact. Sony A7 V full-frame mirrorless camera
• Neutral Sentiment: PlayStation news (monthly PlayStation Plus games and commentary about a potential handheld) aid engagement and IP value long term, but no major platform announcements were made that would immediately move results. Sony announces PlayStation Plus monthly games for February 2026
• Negative Sentiment: Sony is aggressively discounting headphones (WH‑1000XM5 and XM6 series hitting record lows) as it clears older inventory and primes new‑gen launches — good for unit sales but likely compresses margins in the near term and signals intense pricing competition in consumer audio. Sony Drops WH-1000XM5 to a New Record Low to Clear Out Previous-Gen Headphones as XM6 Discounts Roll Out

Wall Street Analyst Weigh In

Several analysts recently weighed in on the company. Nomura raised Sony from a “neutral” rating to a “buy” rating in a research note on Wednesday, November 19th. Zacks Research downgraded shares of Sony from a “strong-buy” rating to a “hold” rating in a research note on Monday, January 12th. Weiss Ratings reiterated a “buy (b)” rating on shares of Sony in a research report on Wednesday, October 8th. Wall Street Zen raised shares of Sony to a “hold” rating in a research note on Saturday, December 6th. Finally, Wolfe Research raised shares of Sony from a “peer perform” rating to an “outperform” rating in a research note on Wednesday, November 5th. Seven investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $31.50.

Sony Price Performance

SONY stock opened at $22.08 on Friday. The company has a market capitalization of $133.53 billion, a P/E ratio of 16.98, a PEG ratio of 8.49 and a beta of 0.98. The company has a fifty day moving average price of $25.77 and a 200-day moving average price of $27.13. The company has a debt-to-equity ratio of 0.17, a quick ratio of 0.98 and a current ratio of 1.05. Sony Corporation has a 52-week low of $20.42 and a 52-week high of $30.34.

Sony 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.