SGI

SOMNIGROUP INTERNATIONAL INC.

NYSE · Household Furniture · Inc. DE · CIK 0001206264
$72.25 -0.10% $15.2B
High Impact Filing (7/10)26 New Institutional Positions16 Institutional Exits
Vol
Market Cap$15.2B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (79%)
Inst. Holders50 funds
Inst. Value$10.3B
Inst. Activity26 buys / 16 sells
Insider Activity0B / 1S
Insider Net $-$357.8K
SEC Reports4
Congressional1 trades
Exchange NYSE·Sector Household Furniture·Inc. DE·CIK 0001206264·Prev Close $72.32

Recent Activity

Jun 12, 2026 short_volume
Short Volume: SGI — 57.2% short (0.5M / 0.8M)
Short: 456,032 | Exempt: 0 | TRF Vol: 796,631 | Short Ratio: 57.2% | Off-exchange volume (dark pool
Jun 4, 2026 SEC
Somnigroup International Inc. (SGI) confirmed that the HSR Act waiting period for its pending acquisition of Leggett & P
425 — Impact 6/10
Jun 4, 2026 SEC
Somnigroup (SGI) disclosed that the 30-day HSR waiting period for its pending acquisition of Leggett & Platt expired on
8-K — Impact 4/10
May 22, 2026 Insider
Rusing Steven H sold 5,357 shares
President & CEO Mattress Firm @ $66.79 ($357.8K)
May 22, 2026 Insider
Rusing Steven H acquired via exercise 10,448 shares
President & CEO Mattress Firm @ $15.61 ($163.1K)
May 13, 2026 Insider
Sachse Peter R was granted 2,657 shares
Director
Apr 13, 2026 SEC
Somnigroup International (SGI) is acquiring Leggett & Platt (LEG) in an all-stock transaction valued at approximately $1
8-K, 425 — Impact 7/10
Inst.
D1 Capital Partners L.P. — NEW
4,688,423 shares ($346.6M)

Price Targets

$97.25 +34.6% upside Strong Buy
Current $72.25 Low $76.00 Median $98.50 High $115.00 8 analysts
$76.00 $115.00

Analyst Ratings

Buy79% buy · 14 analysts
5Strong Buy
6Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 8, 2026 UBS MAINTAIN Buy → Buy
Apr 30, 2026 UBS MAINTAIN Buy → Buy
Apr 14, 2026 Stephens & Co. REITERATE Equal-Weight → Equal-Weight
Apr 14, 2026 B of A Securities MAINTAIN Buy → Buy
Mar 26, 2026 Jefferies UPGRADE Hold → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.57 ▼ -15.3% $0.54 — $0.58 7% YoY 10
Next Q $1.13 ▲ +0.6% $1.07 — $1.21 19% YoY 10
Current FY $3.15 ▼ -2.4% $3.05 — $3.35 17% YoY 10
Next FY $3.91 ▼ -3.2% $3.52 — $4.24 24% YoY 10

Top Institutional Holders

FundValueMove
Erste Asset Management GmbH
FMR LLC$2.1B
BlackRock, Inc.$1.5B
Select Equity Group, L.P.$685.5M
VANGUARD CAPITAL MANAGEMENT LLC$671.1M

Recent Insider Trades

DateInsiderTypeValue
May 22, 2026Rusing StevenSELL$357.8K
May 22, 2026Rusing StevenM$163.1K
May 13, 2026Sachse PeterA$0.00
May 13, 2026Cook ChristopherA$0.00
May 13, 2026Dilsaver EvelynA$0.00

Congressional Trades

1 members: 0 buys, 1 sells
MemberPartyTypeAmount
April McClainDSELL$1,001 - $15,000
50 institutional holders with $10.3B total value (139,585,936 shares) as of 2026-Q1. Top holders: Erste, FMR, BlackRock,. Net buying activity: 26 institutions added/increased vs 16 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1Erste Asset Management GmbH$0.000.0%
2FMR LLC27,861,420$2.1B20.0%
3BlackRock, Inc.20,144,553$1.5B14.4%
4Select Equity Group, L.P.9,273,908$685.5M6.6%
5VANGUARD CAPITAL MANAGEMENT LLC9,078,255$671.1M6.5%
6VANGUARD PORTFOLIO MANAGEMENT LLC8,438,240$623.8M6.0%
7WINDACRE PARTNERSHIP LLC8,222,760$607.8M5.9%
8STATE STREET CORP6,890,473$509.3M4.9%
9ABRAMS CAPITAL MANAGEMENT, L.P.5,798,776$428.6M4.2%
10D1 Capital Partners L.P.4,688,423$346.6M3.4%NEW
11Artisan Partners Limited Partnership4,629,325$342.2M3.3%ADD +50.7%
12LONDON CO OF VIRGINIA3,177,857$234.9M2.3%
13Allspring Global Investments Holdings, LLC3,046,320$224.2M2.2%ADD +62.5%
14BANK OF AMERICA CORP /DE/2,242,959$165.8M1.6%
15Point72 Asset Management, L.P.2,217,676$163.9M1.6%DOUBLED +508.3%
16MORGAN STANLEY2,084,197$154.1M1.5%ADD +76.8%
17DIMENSIONAL FUND ADVISORS LP1,909,164$141.1M1.4%
18WELLINGTON MANAGEMENT GROUP LLP1,784,647$131.9M1.3%
19GOLDMAN SACHS GROUP INC1,704,708$126.0M1.2%
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,426,537$105.4M1.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
D1 Capital Partners L.P.NEW4,688,423$346.6M2026-Q1
Artisan Partners Limited PartnershipADD3,072,6104,629,325+50.7%$342.2M2026-Q1
Allspring Global Investments Holdings, LLCADD1,874,8353,046,320+62.5%$224.2M2026-Q1
Point72 Asset Management, L.P.DOUBLED364,5642,217,676+508.3%$163.9M2026-Q1
MORGAN STANLEYADD1,178,7552,084,197+76.8%$154.1M2026-Q1
SEI INVESTMENTS COADD804,2861,210,427+50.5%$89.5M2026-Q1
Clearbridge Investments, LLCADD477,272779,557+63.3%$57.6M2026-Q1
RENAISSANCE TECHNOLOGIES LLCDOUBLED168,400494,100+193.4%$36.5M2026-Q1
FRED ALGER MANAGEMENT, LLCTRIM663,524268,843-59.5%$19.9M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.TRIM395,593193,727-51.0%$14.3M2026-Q1
PARNASSUS INVESTMENTS, LLCNEW190,000$14.0M2026-Q1
TUDOR INVESTMENT CORP ET ALDOUBLED16,681170,401+921.5%$12.6M2026-Q1
Cresset Asset Management, LLCDOUBLED53,044166,098+213.1%$12.3M2026-Q1
Jain Global LLCDOUBLED3,083146,623+4655.9%$10.8M2026-Q1
JANUS HENDERSON GROUP PLCTRIM272,553142,210-47.8%$10.5M2026-Q1
DRIEHAUS CAPITAL MANAGEMENT LLCTRIM460,525134,705-70.7%$10.0M2026-Q1
FIFTH THIRD BANCORPDOUBLED1,97450,757+2471.3%$3.8M2026-Q1
HSBC HOLDINGS PLCDOUBLED12,32444,922+264.5%$3.3M2026-Q1
Verition Fund Management LLCTRIM118,53042,143-64.4%$3.1M2026-Q1
NISA INVESTMENT ADVISORS, LLCTRIM48,27832,502-32.7%$2.4M2026-Q1
BANK OF MONTREAL /CAN/NEAR_EXIT154,40130,821-80.0%$2.3M2026-Q1
TEACHER RETIREMENT SYSTEM OF TEXASDOUBLED8,60027,445+219.1%$2.0M2026-Q1
DEUTSCHE BANK AG\TRIM43,92822,164-49.5%$1.6M2026-Q1
AmundiADD12,14519,475+60.4%$1.4M2026-Q1
Magnetar Financial LLCADD11,07417,424+57.3%$1.3M2026-Q1
11 unique insiders with 13 transactions. Net insider value: -$357.8K ($0.00 bought, $357.8K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 22, 2026Rusing Steven HPresident & CEO Mattress FirmSELL5,357$66.79$357.8K
May 22, 2026Rusing Steven HPresident & CEO Mattress FirmEXERCISE10,448$15.61$163.1K
May 13, 2026Sachse Peter RDirectorAWARD2,657
May 13, 2026Cook Christopher ThomasDirectorAWARD2,657
May 13, 2026Dilsaver Evelyn SDirectorAWARD2,657
May 13, 2026Gates Cathy R.DirectorAWARD2,657
May 13, 2026Madden Meredith SiegfriedDirectorAWARD2,657
May 13, 2026NEU RICHARD WDirectorAWARD2,657
Feb 26, 2026MONTGOMERY DAVIDEVP Global Business StrategyAWARD9,015
Feb 26, 2026Rusing Steven HPresident & CEO Mattress FirmAWARD13,975
Feb 26, 2026Rao BhaskarEVP & Chief Financial OfficerAWARD13,975
Feb 26, 2026BUSTER H CLIFFORD IIICEO of Tempur SealyAWARD22,536
Feb 26, 2026THOMPSON SCOTT LCEO & PRESIDENTAWARD72,120

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (79% buy). Based on 14 analysts: 5 strong buy, 6 buy, 3 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$97.25 mean target +34.6% upside Strong Buy (1.33)
$76.00 Low $115.00 High
MetricValue
Current Price$72.25
Target Low$76.00
Target Mean$97.25
Target Median$98.50
Target High$115.00
# Analysts8
RecommendationStrong Buy (1.33)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.57 $0.54 $0.58 7.2% -15.3% 1↑ 9↓ $1.9B -0.1% 10
Next Q
2026-09-30
$1.13 $1.07 $1.21 19.4% +0.6% 3↑ 4↓ $2.2B 3.1% 10
Current FY
2026-12-31
$3.15 $3.05 $3.35 16.8% -2.4% 2↑ 7↓ $7.8B 4.3% 10
Next FY
2027-12-31
$3.91 $3.52 $4.24 23.8% -3.2% 1↑ 7↓ $8.2B 4.8% 10

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.568
7d ago$0.568
30d ago$0.671-0.103
60d ago$0.709-0.141
90d ago$0.723-0.155
5 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 8, 2026 UBS MAINTAIN Buy Buy
Apr 30, 2026 UBS MAINTAIN Buy Buy
Apr 14, 2026 Stephens & Co. REITERATE Equal-Weight Equal-Weight
Apr 14, 2026 B of A Securities MAINTAIN Buy Buy
Mar 26, 2026 Jefferies UPGRADE Hold Buy
Mar 5, 2026 Truist Securities MAINTAIN Buy Buy
Feb 18, 2026 UBS MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20265630079%
May 1, 20265630079%
Apr 1, 20265630079%
Mar 1, 20264640071%
Feb 1, 20264630077%
Jan 1, 20264630077%
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 0 buys, 1 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Feb 9, 2026April McClain DelaneyDHOUSESELL$1,001 - $15,000Tempur Sealy International IncMar 11, 2026 (31d)

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 12, 2026
short_volume
Short Volume: SGI — 57.2% short (0.5M / 0.8M)
Short: 456,032 | Exempt: 0 | TRF Vol: 796,631 | Short Ratio: 57.2% | Off-exchange volume (dark pool + OTC)
Jun 10, 2026
short_volume
Short Volume: SGI — 65.9% short (0.7M / 1.0M)
Short: 666,750 | Exempt: 0 | TRF Vol: 1,012,071 | Short Ratio: 65.9% | Off-exchange volume (dark pool + OTC)
Jun 8, 2026
short_volume
Short Volume: SGI — 58.6% short (0.5M / 0.8M)
Short: 467,331 | Exempt: 1 | TRF Vol: 797,192 | Short Ratio: 58.6% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: SGI — 69.8% short (0.7M / 1.0M)
Short: 702,763 | Exempt: 383 | TRF Vol: 1,006,408 | Short Ratio: 69.8% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: SGI — 61.6% short (0.7M / 1.2M)
Short: 735,022 | Exempt: 453 | TRF Vol: 1,193,741 | Short Ratio: 61.6% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: SGI — 56.1% short (0.5M / 0.9M)
Short: 484,360 | Exempt: 4 | TRF Vol: 863,487 | Short Ratio: 56.1% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: SGI — 59.9% short (0.4M / 0.7M)
Short: 399,929 | Exempt: 304 | TRF Vol: 668,114 | Short Ratio: 59.9% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: SGI — 62.6% short (0.8M / 1.3M)
Short: 804,239 | Exempt: 0 | TRF Vol: 1,285,077 | Short Ratio: 62.6% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: SGI — 72.5% short (0.7M / 1.0M)
Short: 697,641 | Exempt: 767 | TRF Vol: 962,307 | Short Ratio: 72.5% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: SGI — 65.5% short (1.4M / 2.1M)
Short: 1,360,771 | Exempt: 8,515 | TRF Vol: 2,077,192 | Short Ratio: 65.5% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: SGI — 68.6% short (1.0M / 1.5M)
Short: 1,037,587 | Exempt: 139 | TRF Vol: 1,513,184 | Short Ratio: 68.6% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: SGI — 73.4% short (0.6M / 0.8M)
Short: 620,708 | Exempt: 2,600 | TRF Vol: 846,118 | Short Ratio: 73.4% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: SGI — 73.1% short (1.6M / 2.1M)
Short: 1,565,478 | Exempt: 0 | TRF Vol: 2,141,223 | Short Ratio: 73.1% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: SGI — 65.5% short (1.2M / 1.9M)
Short: 1,215,058 | Exempt: 1,607 | TRF Vol: 1,855,488 | Short Ratio: 65.5% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: SGI — 64.5% short (0.7M / 1.0M)
Short: 659,322 | Exempt: 0 | TRF Vol: 1,022,054 | Short Ratio: 64.5% | Off-exchange volume (dark pool + OTC)