SOMNIGROUP INTERNATIONAL INC.
In the published model solve dated 2026-Q2, anchored at $69.63, SOMNIGROUP INTERNATIONAL INC. (SGI) is priced for +17.6% 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: 2026-08-06 (items 7.01, 9.01); 2026-08-06 (items 2.02, 8.01, 9.01); 2026-07-27 (items 1.01, 2.03, 7.01, 9.01); 2026-06-04 (items 7.01); 2026-05-15 (items 5.03, 5.07, 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.