Klein Pavlis & Peasley Financial Inc. Has $2.66 Million Holdings in Sony Corporation $SONY

Klein Pavlis & Peasley Financial Inc. raised its position in Sony Corporation (NYSE:SONY) by 111.0% during the third quarter, according to its most recent filing with the SEC. The firm owned 92,432 shares of the company’s stock after purchasing an additional 48,632 shares during the period. Sony accounts for approximately 1.6% of Klein Pavlis & Peasley Financial Inc.’s portfolio, making the stock its 21st largest position. Klein Pavlis & Peasley Financial Inc.’s holdings in Sony were worth $2,661,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of the company. Fisher Asset Management LLC raised its stake in Sony by 19.0% during the second quarter. Fisher Asset Management LLC now owns 101,878,066 shares of the company’s stock worth $2,651,886,000 after buying an additional 16,280,542 shares during the last quarter. Raymond James Financial Inc. grew its holdings in 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 acquiring an additional 729,351 shares during the period. Allspring Global Investments Holdings LLC raised its position in shares of Sony by 16.2% in the 3rd quarter. Allspring Global Investments Holdings LLC now owns 2,293,819 shares of the company’s stock worth $65,924,000 after acquiring an additional 320,181 shares in the last quarter. American Century Companies Inc. lifted its stake in shares of Sony by 15.0% in the 2nd quarter. American Century Companies Inc. now owns 1,858,451 shares of the company’s stock valued at $48,375,000 after purchasing an additional 242,748 shares during the period. Finally, Creative Planning boosted its position in shares of Sony by 2.3% during the 2nd quarter. Creative Planning now owns 1,722,545 shares of the company’s stock valued at $44,838,000 after purchasing an additional 39,319 shares in the last quarter. 14.05% of the stock is owned by institutional investors.

Sony Stock Performance

NYSE SONY opened at $24.07 on Friday. The company has a market cap of $145.57 billion, a P/E ratio of 18.52, a PEG ratio of 9.22 and a beta of 0.98. The company has a fifty day simple moving average of $26.97 and a 200 day simple moving average of $27.26. The company has a current ratio of 1.05, a quick ratio of 0.98 and a debt-to-equity ratio of 0.17. Sony Corporation has a 12-month low of $20.42 and a 12-month high of $30.34.

Wall Street Analysts Forecast Growth

A number of brokerages have weighed in on SONY. Weiss Ratings reiterated a “buy (b)” rating on shares of Sony in a report on Wednesday, October 8th. Wall Street Zen upgraded shares of Sony to a “hold” rating in a research note on Saturday, December 6th. Cfra Research raised shares of Sony to a “moderate buy” rating in a research note on Friday, October 10th. Zacks Research cut shares of Sony from a “strong-buy” rating to a “hold” rating in a report on Monday, January 12th. Finally, Nomura Securities upgraded shares of Sony from a “hold” rating to a “strong-buy” rating in a report on Wednesday, November 19th. One equities research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and one has given a Hold rating to the company. According to MarketBeat, Sony currently has an average rating of “Buy” and an average price target of $31.50.

Sony News Summary

Here are the key news stories impacting Sony this week:

• Positive Sentiment: Netflix global deal for Sony Pictures: Sony struck a worldwide agreement to stream Sony Pictures films after their theatrical window, giving Sony predictable post-theatrical licensing revenue and broader reach for tentpoles like Spider-Man and other franchises. Investors typically view such deals as near-term cash-flow positive for the studio segment and supportive of content monetization. Reuters: Netflix inks global deal
• Positive Sentiment: High-profile title included (The Legend of Zelda): The expanded deal specifically covers blockbuster releases (including the Legend of Zelda film after its theatrical run), boosting the value proposition of Sony’s film library and potential licensing revenue. Yahoo: Zelda exclusive to Netflix
• Neutral Sentiment: New consumer product activity (earbuds / LinkBuds): Sony is teasing new LinkBuds Clip earbuds and has been promoting partnerships (including a holographic music collaboration). New product launches support longer-term hardware revenue but are unlikely to move material sales at Sony’s scale in the near term. AndroidHeadlines: LinkBuds Clip teaser
• Neutral Sentiment: TV pricing and reviews: Heavy discounts on large Bravia TVs (e.g., an $500+ discount on an 85-inch model) and ongoing product reviews (Bravia 8 II praise) signal both consumer demand promotions and strong product competitiveness — good for unit sales but potentially margin-compressive if discounts are widespread. Mashable: Bravia deal
• Neutral Sentiment: Sponsorship/brand visibility from PGA (Sony Open): Extensive media coverage of the Sony Open in Hawaii increases brand exposure globally, but the event’s impact on near-term financials is limited. Golf Channel: Sony Open coverage
• Negative Sentiment: Sony India FY25: Sony India reported modest revenue growth (+2.4%) but a 6% decline in profit, highlighting regional margin pressure that can dent investor confidence in near-term earnings stability. Economic Times: Sony India FY25 results

About Sony

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.