Inside the research
Somnigroup International Inc.
SGI Research profile · latest available data
Price overview
$63.95
▲ +1.64 (+2.6%)
| 52w hi | $97.29 |
|---|---|
| 52w lo | $61.17 |
| Vol | 2.52M |
| As of | 25 Sep 2026 |
The Verdict
Our score -0.45
| Short | -0.39 |
|---|---|
| Medium | -0.55 |
| Long | -0.38 |
computed 2026-09-27
Key fundamentals
Somnigroup International Inc.
Consumer Cyclical · Furnishings, Fixtures & Appliances
| Market cap | $13.45B |
|---|---|
| Enterprise value | $19.76B |
| Trailing P/E | 25.28x |
| Forward P/E | 16.26x |
| EV / EBITDA | 15.51x |
| P / S (ttm) | 1.77x |
| Profit margin | 7.0% |
| Return on equity | 17.5% |
| Revenue growth | -3.0% |
| Earnings growth | +10.6% |
| Debt / equity | 198.09 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.17 | |
| Sector | -0.03 | |
| Technical | -0.36 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business overview
Somnigroup International Inc., together with its subsidiaries, designs, manufactures, distributes, and retails bedding products in the United States and internationally. It provides mattresses, foundations and adjustable foundations, and adjustable bases, as well as other products comprising pillows and other accessories under the Tempur-Pedic, Sealy, Stearns & Foster, and Sleepy's brands. The company operates a portfolio of retail brands, including Mattress Firm, Dreams, Tempur-Pedic retail stores, and SOVA; and licenses Sealy, Tempur, and Stearns & Foster brands, as well as technology and trademarks to other manufacturers. It sells its products through company-owned stores, online, and call centers; and third-party retailers, including third party distribution, hospitality, and healthcare. The company was formerly known as Tempur Sealy International, Inc. and changed its name to Somnigroup International Inc. in February 2025. The company was founded in 1846 and is based in Dallas, Texas.
Risk Metrics
| Beta vs SPX | 1.16 |
|---|---|
| Corr SPX | 0.51 |
| Annual vol | 36.7% |
| Annual ret | +15.4% |
| Sharpe | 0.42 |
| Max DD | -37.2% |
Window: 504 trading days (504 obs)
Analyst Coverage
| Mean PT | $98.88 |
|---|---|
| High / Low | $115.00 / $88.00 |
| Median | $98.50 |
| Analysts | 8 |
| Strong Buy | 1 | |
|---|---|---|
| Buy | 7 | |
| Hold | 1 | |
| Sell | 0 | |
| Strong Sell | 0 |
Recent rating actions
| 2026-05-08 | UBS | → Buy |
| 2026-04-30 | UBS | → Buy |
| 2026-04-14 | Stephens & Co. | → Equal-Weight |
| 2026-04-14 | B of A Securities | → Buy |
| 2026-03-26 | Jefferies | → Buy |
| 2026-03-05 | Truist Securities | → Buy |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-08-06 | Reg FD Disclosure, Exhibits | read |
| 2026-08-06 | Earnings Release, Other Material Event… | read |
| 2026-07-27 | Material Agreement, Material Obligation… | read |
| 2026-06-04 | Reg FD Disclosure | read |
| 2026-05-15 | Bylaws Amendment, Shareholder Vote… | read |
| 2026-05-07 | Reg FD Disclosure, Exhibits | read |
| 2026-05-07 | Earnings Release, Other Material Event… | read |
| 2026-04-13 | Material Agreement, Exhibits | read |
| 2026-04-13 | Reg FD Disclosure, Exhibits | read |
| 2026-03-04 | Reg FD Disclosure | read |
| 2026-02-17 | Reg FD Disclosure, Exhibits | read |
| 2026-02-17 | Earnings Release, Other Material Event… | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-22 | Rusing Steven H | President & CEO Mattress | Option exercise | 10.45K | $163.09K |
| 2026-05-22 | Rusing Steven H | President & CEO Mattress | Sell | 5.36K | $357.81K |
| 2026-05-22 | Rusing Steven H | President & CEO Mattress | Sell | 1.30K | $87.73K |
| 2026-05-14 | Dyer Simon | Withheld for tax | 702 | $45.27K | |
| 2026-05-14 | Dyer Simon | Option exercise | 2.34K | — | |
| 2026-05-13 | Gates Cathy R. | Grant | 2.66K | — | |
| 2026-05-13 | Dilsaver Evelyn S | Grant | 2.66K | — | |
| 2026-05-13 | Cook Christopher Thomas | Grant | 2.66K | — | |
| 2026-05-13 | Sachse Peter R | Grant | 2.66K | — | |
| 2026-05-13 | NEU RICHARD W | Grant | 2.66K | — |
Flow & Concentration
| Insider 180d net | -$445.54K |
|---|---|
| Insider buys / sells | 0 / 2 |
| Insider bias | Neutral |
| 13F holders | 8 |
| Top-5 share | 100.0% |
| HHI | 5,078 (concentrated) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| Fidelity / FMR LLC | $2.06B | 26.33M |
| State Street Corp | $570.78M | 7.28M |
| Citadel Advisors | $204.09M | 2.60M |
| Capital Research / Capital World | $184.66M | 2.36M |
| AQR Capital Management | $4.84M | 62.37K |
| Millennium Management | $827.75K | 10.56K |
| Bridgewater Associates | $473.22K | 6.04K |
| T. Rowe Price Group | $40.22K | 512.95K |
As of 2026-06-30
Dividends
| Yield (TTM) | 0.50% |
|---|---|
| $ / share (TTM) | $0.32 |
| 5y CAGR | — |
Annual dividend per share
| 2021 | $0.32 |
|---|---|
| 2022 | $0.40 |
| 2023 | $0.44 |
| 2024 | $0.52 |
| 2025 | $0.60 |
| 2026 | $0.17 |
SEC Filings
The Long Run
FY 2010–2025 · 16 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $4.93B | +10.5% | |
| Gross profit | $1.99B | +11.3% | |
| Operating income | $607.20M | +6.2% | |
| Net income | $384.10M | +6.6% | |
| Cash from ops | $800.10M | +16.8% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $62.63 | $64.19 | $61.94 | $63.95 | 2.52M |
| Sep 24 | $62.23 | $62.96 | $60.99 | $62.31 | 3.32M |
| Sep 23 | $64.00 | $64.19 | $62.34 | $62.87 | 3.24M |
| Sep 22 | $63.72 | $65.00 | $63.47 | $64.73 | 2.39M |
| Sep 21 | $63.92 | $64.84 | $62.86 | $63.36 | 2.11M |
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