Somnigroup International Inc. (SGI)

• Market cap: $12.5B
• 1 day: 3.51%
• 5 days: 5.00%
• 1 month: 6.12%
• 3 months: 0.44%
• 6 months: 18.72%
• Year to date: 7.24%
• 1 year: 21.44%
• 5 years: 444.68%
• 10 years: 319.19%
• Sector: Consumer Discretionary
• Industry: Furnishings, Fixtures & Appliances

About: Somnigroup International Inc is a bedding company, dedicated to improving people's lives through better sleep. With superior capabilities in design, manufacturing, distribution and retail, It delivers breakthrough sleep solutions and serves the evolving needs of consumers in more than 100 countries worldwide through its fully-owned businesses, Tempur Sealy, Mattress Firm and Dreams. The company's portfolio includes the brand such as Tempur-Pedic, Sealy and Stearns & Foster, and its Multinational omnichannel platform enables the company to meet consumers wherever shop, offering a personal connection and innovation to provide a retail experience and tailored solutions.

Employees: 12,000

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

49% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 51

19% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 121

5% more funds holding

Funds holding: 374 [Q3] → 393 (+19) [Q4]

2% more capital invested

Capital invested by funds: $9.29B [Q3] → $9.44B (+$144M) [Q4]

2.16% less ownership

Funds ownership: 98.04% [Q3] → 95.88% (-2.16%) [Q4]

5% less funds holding in top 10

Funds holding in top 10: 20 [Q3] → 19 (-1) [Q4]

12% less call options, than puts

Call options by funds: $75M | Put options by funds: $84.9M

Research analyst outlook

4 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $57 5% downside
• Avg. target: $67 12% upside
• High target: $75 25% upside

4 analyst ratings

• positive: 3 75%
• neutral: 1 25%
• negative: 0 0%

Piper Sandler Peter Keith 38% 1-year accuracy 18 / 48 met price target	14% upside $68	Overweight Maintained	11 Apr 2025
Goldman Sachs Susan Maklari 24% 1-year accuracy 6 / 25 met price target	5% downside $57	Neutral Reinstated	19 Mar 2025
Raymond James Bobby Griffin 70% 1-year accuracy 7 / 10 met price target	12% upside $67	Strong Buy Maintained	11 Mar 2025
Truist Securities Keith Hughes 15% 1-year accuracy 5 / 34 met price target	25% upside $75	Buy Maintained	21 Feb 2025