Tempur Sealy (TPX)

• Market cap: $10.3B
• 1 day: 0.10%
• 5 days: 8.72%
• 1 month: 4.65%
• 3 months: 18.21%
• 6 months: 11.30%
• Year to date: 6.77%
• 1 year: 21.48%
• 5 years: 171.28%
• 10 years: 337.27%
• Sector: Consumer Discretionary
• Industry: Household Furniture

About: Tempur Sealy International Inc is a bedding provider. The firm develops and distributes bedding products globally through its North America and international segments (Europe, Asia Pacific, and Latin America). Tempur Sealy's products are divided into the bedding and other product categories. The bedding category comprises the majority of net sales. The primary distribution channels of the company within each segment are retail (including furniture and bedding retailers, department stores, and warehouse clubs) and other (including e-commerce platforms, company-owned stores, and third-party distributors). Some brands of the firm include Tempur, Tempur-Pedic, Sealy, and Stearns and Foster. The cany generates revenue from sales from North America.

Employees: 13,500

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

9% more capital invested

Capital invested by funds: $8.59B [Q2] → $9.32B (+$734M) [Q3]

5% more funds holding in top 10

Funds holding in top 10: 19 [Q2] → 20 (+1) [Q3]

3% less funds holding

Funds holding: 382 [Q2] → 372 (-10) [Q3]

6.14% less ownership

Funds ownership: 104.44% [Q2] → 98.31% (-6.14%) [Q3]

11% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 62

18% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 144

65% less call options, than puts

Call options by funds: $30.8M | Put options by funds: $87.6M

Research analyst outlook

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

• Low target: $55 8% downside
• Avg. target: $58 3% downside
• High target: $63 6% upside

3 analyst ratings

• positive: 2 67%
• neutral: 1 33%
• negative: 0 0%

Truist Securities Keith Hughes 60% 1-year accuracy 31 / 52 met price target	6% upside $63	Buy Maintained	10 Jan 2025
Wedbush Seth Basham 67% 1-year accuracy 92 / 138 met price target	8% downside $55	Neutral Maintained	8 Nov 2024
Raymond James Bobby Griffin 22% 1-year accuracy 2 / 9 met price target	8% downside $55	Strong Buy Maintained	1 Nov 2024