SOMNIGROUP INTERNATIONAL INC.
In the published model solve dated 2026-Q2, anchored at $62.75, SOMNIGROUP INTERNATIONAL INC. (SGI) is priced for +12.9% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 28, 2026 from SEC EDGAR filings.
• SomniGroup pairs the Tempur and Sealy brand portfolio with Mattress Firm, the largest U.S. mattress retailer, a vertical-integration play targeting $40 million of incremental EBITDA synergies in 2026 by lifting its own brands toward the low 60% of Mattress Firm sales. • The defining risk is cyclical: mattresses are a big-ticket discretionary purchase, and the company carries roughly $4.7 billion of net debt at about 5 times operating income, so a consumer downturn hits a levered balance sheet.
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508 institutional managers reported holding SGI in 13F filings for the quarter ended 2026-03-31. 62 opened new positions that quarter. Held by FMR (Fidelity), BlackRock, Vanguard Group, among others. On the short side, 19.3M shares were sold short as of the 2026-06-15 count, about 9% of shares outstanding (7.3 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
SGI's share count grew 6.8% over the past five years even with $1.36B spent on repurchases. It pays a dividend, and has for 5 years running, raised 4 years straight; the current rate is $0.60 a share annually. Cash returned over the past three years: $294.70M in dividends and $202.50M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at SGI over the trailing three years. Absence is a fact about the company, not a signal.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
SGI's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-10 | +5.5% | -12.3% |
| 2023-11-09 | -3.3% | +39.1% |
| 2024-02-17 | -1.4% | -3.8% |
| 2024-05-10 | +4.5% | -8.4% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
SGI's latest 8-K filings: 2026-11-09 (items 7.01, 9.01); 2026-11-09 (items 2.02, 8.01, 9.01); 2026-08-26 (items 2.01, 2.03, 7.01, 9.01); 2026-08-25 (items 7.01); 2026-08-06 (items 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 28, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.