Teachers Retirement System of The State of Kentucky Cuts Holdings in Sony Corporation $SONY

Teachers Retirement System of The State of Kentucky lowered its stake in Sony Corporation (NYSE:SONY) by 29.0% during the fourth quarter, Holdings Channel.com reports. The firm owned 527,900 shares of the company’s stock after selling 215,800 shares during the quarter. Teachers Retirement System of The State of Kentucky’s holdings in Sony were worth $13,514,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in the stock. Brighton Jones LLC lifted its stake in Sony by 422.0% in the fourth quarter. Brighton Jones LLC now owns 19,908 shares of the company’s stock worth $421,000 after acquiring an additional 16,094 shares during the last quarter. AQR Capital Management LLC increased its position in shares of Sony by 26.7% in the 1st quarter. AQR Capital Management LLC now owns 178,889 shares of the company’s stock valued at $4,542,000 after purchasing an additional 37,677 shares during the last quarter. Sivia Capital Partners LLC raised its holdings in shares of Sony by 23.4% in the 2nd quarter. Sivia Capital Partners LLC now owns 22,013 shares of the company’s stock valued at $573,000 after purchasing an additional 4,172 shares in the last quarter. Russell Investments Group Ltd. raised its holdings in shares of Sony by 24.6% in the 2nd quarter. Russell Investments Group Ltd. now owns 16,501 shares of the company’s stock valued at $430,000 after purchasing an additional 3,255 shares in the last quarter. Finally, Qube Research & Technologies Ltd purchased a new stake in shares of Sony during the 2nd quarter worth $26,058,000. Hedge funds and other institutional investors own 14.05% of the company’s stock.

Analyst Ratings Changes

A number of brokerages recently commented on SONY. Sanford C. Bernstein reiterated a “market perform” rating and set a $22.00 target price (down from $30.00) on shares of Sony in a research note on Tuesday, March 17th. Zacks Research downgraded Sony from a “strong-buy” rating to a “hold” rating in a report on Monday, January 12th. Finally, Weiss Ratings cut Sony from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Friday, February 20th. Three investment analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $22.00.

Sony Stock Up 0.1%

SONY stock opened at $20.30 on Monday. The stock has a market cap of $120.74 billion, a P/E ratio of -101.47, a PEG ratio of 6.77 and a beta of 0.98. The company has a current ratio of 1.22, a quick ratio of 0.97 and a debt-to-equity ratio of 0.10. Sony Corporation has a twelve month low of $19.74 and a twelve month high of $30.34. The company’s 50 day moving average is $21.30 and its two-hundred day moving average is $24.61.

Sony News Summary

Here are the key news stories impacting Sony this week:

• Positive Sentiment: AI & robotics leadership — Sony’s “Ace” table-tennis robot beating elite human players highlights advanced AI/robotics capabilities that could raise the company’s profile in robotics, AI services and B2B opportunities beyond consumer electronics. Sony AI builds a table tennis robot that reacts faster than humans can see
• Positive Sentiment: Strong first-party content for PlayStation — Positive reviews for the PS5 exclusive “Saros” can drive engagement, platform differentiation and long-term software/revenue upside for PlayStation. Better exclusives support subscription and first-party monetization. Sony’s Exclusive “Saros” is One of the Year’s Must-Play Games
• Positive Sentiment: Music publishing strength — Sony’s top position in 2025 publisher rankings underscores durable, high-margin music and publishing businesses that provide recurring cashflow and diversify revenue away from hardware cycles. Sony Dominates 2025 Publisher Rankings With Hits by Leon Thomas, Kendrick Lamar & Alex Warren
• Neutral Sentiment: Platform maintenance and updates — April PS5 updates and console maintenance with Microsoft signal ongoing platform support (stability > disruption), a neutral near-term factor for revenue but important for user retention. Sony and Microsoft push April console updates amid strategic shifts
• Neutral Sentiment: Long-term growth narrative remains — Analyst pieces highlighting Sony as a long-term growth stock support investor confidence but don’t change short-term trading dynamics. Why Sony (SONY) is a Top Growth Stock for the Long-Term
• Negative Sentiment: Promotional pressure on headphones — Multiple reports of deep discounts and clearance pricing (WH-CH520, WH-CH720N, and other models) suggest inventory clearing and weaker near-term pricing power for audio products, which can hit margins. $38 for Sony Headphones? WH-CH520 Hits a Record Low in a Clearance Sale on Amazon
• Negative Sentiment: Smartphone limitations — Coverage and availability caveats for the Xperia 1 VIII reinforce Sony’s limited scale in smartphones, keeping that segment marginal and unlikely to offset weakness elsewhere. The Sony Xperia 1 VIII looks great, if you happen to live somewhere Sony still sells phones
• Negative Sentiment: Near-term selling pressure reflected in market coverage — Analysts and commentary noting SONY’s larger-than-market dip signal short-term investor caution and reduced sentiment, contributing to the share decline. Sony (SONY) Sees a More Significant Dip Than Broader Market: Some Facts to Know

Sony Company 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.