Minneapolis Portfolio Management Group LLC Has $38.86 Million Holdings in Sony Corporation $SONY

Minneapolis Portfolio Management Group LLC reduced its stake in Sony Corporation (NYSE:SONY) by 14.5% during the third quarter, HoldingsChannel reports. The firm owned 1,349,823 shares of the company’s stock after selling 228,450 shares during the quarter. Sony accounts for about 4.5% of Minneapolis Portfolio Management Group LLC’s investment portfolio, making the stock its 6th largest holding. Minneapolis Portfolio Management Group LLC’s holdings in Sony were worth $38,861,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also added to or reduced their stakes in the stock. Brighton Jones LLC grew its stake in shares of Sony by 422.0% during the fourth quarter. Brighton Jones LLC now owns 19,908 shares of the company’s stock worth $421,000 after buying an additional 16,094 shares during the last quarter. AQR Capital Management LLC boosted its holdings in shares of Sony by 26.7% during the 1st quarter. AQR Capital Management LLC now owns 178,889 shares of the company’s stock valued at $4,542,000 after acquiring an additional 37,677 shares in the last quarter. Voya Investment Management LLC bought a new stake in Sony during the 1st quarter worth $2,852,000. Sivia Capital Partners LLC grew its position in Sony by 23.4% during the 2nd quarter. Sivia Capital Partners LLC now owns 22,013 shares of the company’s stock worth $573,000 after acquiring an additional 4,172 shares during the last quarter. Finally, Wedmont Private Capital increased its holdings in Sony by 17.2% in the 2nd quarter. Wedmont Private Capital now owns 18,879 shares of the company’s stock worth $475,000 after purchasing an additional 2,771 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: 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

Sony Stock Down 0.2%

Shares of NYSE SONY opened at $24.07 on Friday. The company’s 50 day moving average price is $26.97 and its 200-day moving average price is $27.26. 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. The company has a market capitalization of $145.57 billion, a P/E ratio of 18.52, a price-to-earnings-growth ratio of 9.22 and a beta of 0.98.

Analysts Set New Price Targets

A number of analysts have recently commented on SONY shares. Nomura Securities raised Sony from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, November 19th. Wall Street Zen upgraded shares of Sony to a “hold” rating in a research report on Saturday, December 6th. Zacks Research cut shares of Sony from a “strong-buy” rating to a “hold” rating in a research report on Monday, January 12th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Sony in a research note on Wednesday, October 8th. Finally, Wolfe Research raised shares of Sony from a “peer perform” rating to an “outperform” rating in a research note on Wednesday, November 5th. One research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Buy” and an average price target of $31.50.

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.