Consumer Discretionary · Household Audio & Video Equipment · Tokyo Stock Exchange · CIK 313838 · FYE 03-31 · Prices AT CLOSE 2026-07-30 (USD) — end-of-day, never a live or intraday quote
Last $22.77Day −2.15%1Y −5.4%Off 52W high −25.0%Vol (1Y) 30.7%
Daily closing price, split-adjusted to the current basis; 3y shown of 1,334 bars on file. Sampled to 240 points — every point is a real close, none averaged. Price return, not total return (dividends excluded). Source marketstack.
| Days to cover3.3d |
| Top-10 13F concentration64.7% |
Short interest is FINRA semi-monthly, settlement 2026-07-15. 13F figures are quarterly filings, period 2026-Q1 — a lower bound on true ownership.
| Sales (TTM)JPY 12.96T |
| Earnings (TTM)JPY 1.14T |
| ROE14.5% |
| Net margin8.8% |
| ROIC11.6% |
| Debt / equity0.48× |
| Total debt / EBITDA1.53× |
| EPS growth 3Y−35.6% |
| Sales growth 3Y9.3% |
Screener basis: ratios from the latest reported fiscal year; Sales/Earnings are trailing twelve months in the reporting currency (JPY). The P/E is a trailing FULL-YEAR P/E, not TTM. Missing lines are absent from the filings, never imputed.
| YTD−10.8% |
| 1Y−5.4% |
| 3Y+23.9% |
| 5Y+12.5% |
| Since incept. (ann.)+1.8% |
Total return through 2026-07-30 · series begins 2021-04-01. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)30.7% |
| Ann. volatility (3Y)29.2% |
| Sharpe (1Y)−0.02 |
| Sharpe (3Y)0.39 |
| Max drawdown (1Y)−36.0% |
| Max drawdown (3Y)−36.0% |
| Beta (3Y vs SPY)0.32 |
Daily simple returns, annualized; drawdown is peak-to-trough within the window. Beta is the OLS slope of monthly returns on SPY's over three years. Each figure is labeled by the window it was measured over — they are not comparable across windows.
| Manager | Shares | Value | % sh out | QoQ |
|---|---|---|---|---|
| Fisher Asset Management, LLC | 110.6M | $2.3B | — | +1.5% |
| PRIMECAP MANAGEMENT CO/CA/ | 58.5M | $1.2B | — | +0.4% |
| Aristotle Capital Management, LLC | 43.9M | $909M | — | −2.6% |
| MORGAN STANLEY | 25.0M | $517M | — | +10.5% |
| BANK OF AMERICA CORP /DE/ | 17.0M | $352M | — | +9.1% |
| Mondrian Investment Partners LTD | 12.0M | $251M | — | +37.9% |
| BlackRock, Inc. | 9.4M | $194M | — | +12.2% |
| GOLDMAN SACHS GROUP INC | 9.0M | $186M | — | +15.1% |
Reported 13F long positions as filed for 2026-Q1 (change vs 2025-Q4). 13F covers US-listed long equity only — the sum is a LOWER BOUND on institutional ownership, never a total. % of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.
No reported quarters on file for SONY.
