Illinois Municipal Retirement Fund Decreases Position in Sirius XM Holdings Inc. $SIRI
The Illinois Municipal Retirement Fund significantly reduced its stake in Sirius XM Holdings Inc. (NASDAQ:SIRI) by 63.8% in Q3, selling 78,437 shares and retaining 44,421 shares valued at $1.034 million. Despite this, other institutional investors have modified their holdings, with some increasing their positions. Sirius XM recently declared a quarterly dividend of $0.27 per share, and analysts currently hold a "Hold" consensus rating with a price target of $24.44.
Seaport Research Downgrades Sirius XM Holdings Inc. (SIRI) to Neutral
Seaport Research downgraded Sirius XM Holdings Inc. (SIRI) to Neutral from Buy, removing its price target, citing expectations for moderately worse self-pay net losses in 2026, slower ARPU growth, and redeployment of cost savings into new initiatives. The firm noted stable new revenue and EBITDA guidance for 2026, which caused a relief rally but adjusted its estimates downward. Sirius XM also announced price increases for certain subscriptions and reported Q4 revenue above consensus estimates, with CEO Jennifer Witz highlighting the company's renewed strategic focus and stabilization of the business.
Seaport Research Downgrades Sirius XM Holdings Inc. (SIRI) to Neutral
Seaport Research has downgraded Sirius XM Holdings Inc. (SIRI) to Neutral from Buy, citing expectations of moderately worse self-pay net losses, slower ARPU growth for 2026, and the redeployment of cost savings into new initiatives. The downgrade comes despite Sirius XM reporting strong Q4 2025 results and providing stable revenue and EBITDA guidance for 2026. The company also announced an increase in subscription rates for some of its services.
Seaport Research Downgrades Sirius XM Holdings Inc. (SIRI) to Neutral
Seaport Research has downgraded Sirius XM Holdings Inc. (SIRI) to Neutral from Buy, removing its price target, citing expectations for moderately worse self-pay net losses in 2026 and slower ARPU growth. The downgrade comes despite Sirius XM reporting strong fourth-quarter 2025 revenues ($2.19 billion) and positive 2026 guidance focusing on business stabilization. Additionally, Sirius XM announced upcoming price increases for certain subscription tiers effective February 24.
Seaport Research Downgrades Sirius XM Holdings Inc. (SIRI) to Neutral
Seaport Research downgraded Sirius XM Holdings Inc. (SIRI) to Neutral from Buy and removed its price target, citing expectations for moderately worse self-pay net losses in 2026 and slower ARPU growth despite stable revenue and EBITDA guidance. The firm noted a relief rally following positive guidance for 2026, but also considered the redeployment of cost savings into new initiatives and upcoming subscription rate increases. Sirius XM reported fourth-quarter revenue above estimates and plans to stabilize its business with a focus on programming, automotive leadership, and audio advertising.
Rep. August Pfluger Sells Off Shares of Sirius XM Holdings Inc. (NASDAQ:SIRI)
Rep. August Pfluger (R-TX) recently sold between $1,001 and $15,000 worth of Sirius XM Holdings Inc. (NASDAQ:SIRI) stock from his "CP ROTH IRA" account on January 13, as disclosed in a February 11 filing. Sirius XM has also declared a quarterly dividend of $0.27 per share, payable on February 27, yielding 5.1%. Analyst ratings for SIRI are mixed, with a consensus "Hold" rating and an average price target of $24.44.
Did Sirius XM’s Flat Q4 Revenue and Profit Shift (SIRI) Just Redefine Its Investment Narrative?
Sirius XM Holdings Inc. reported flat Q4 2025 revenue of US$2,193 million and a drop in net income to US$99 million, although full-year revenue was US$8.56 billion with a swing to net income of US$805 million. The company completed a share repurchase program and renewed content deals, aiming to offset subscriber and revenue pressure from on-demand streaming. While profitability has improved, the core investment narrative still hinges on stabilizing self-pay trends and the effectiveness of premium content in retaining subscribers amidst competitive challenges.
Sirius XM (SIRI) Upgraded to Neutral by JPMorgan Following Better-Than-Expected Q4 Results
JPMorgan upgraded Sirius XM (SIRI) to Neutral from Underweight, raising its price target to $24 after better-than-expected Q4 2025 results and improving subscriber trends, while also noting the company's progress toward deleveraging. Conversely, Seaport Research downgraded SIRI to Neutral due to expectations of moderately worse self-pay net losses in 2026, slower ARPU growth, and cost savings being reinvested rather than boosting the bottom line. The article suggests that while SIRI has potential, other AI stocks might offer greater upside and less risk.
Sirius XM (SIRI) upgraded to neutral by JPMorgan following better-than-expected Q4 results
JPMorgan upgraded Sirius XM (SIRI) to Neutral from Underweight after the company reported better-than-expected Q4 results, with revenue of $2.29B (up 2.6% Y/Y) beating estimates by $20M and EPS of $0.09 beating by $0.01. The analyst noted that strong execution and improving ad performance contributed to the positive outcome, but also highlighted the lack of visibility into subscriber trends for 2026 and increasing competition from emerging auto connectivity bundles as potential future headwinds.
Sirius XM (SIRI) Upgraded to Neutral by JPMorgan Following Better-Than-Expected Q4 Results
JPMorgan upgraded Sirius XM (SIRI) to Neutral from Underweight, raising its price target to $24 from $20, following stronger-than-expected Q4 2025 results and improved subscriber trends. This positive outlook is supported by new product contributions and effective monetization efforts. Conversely, Seaport Research downgraded SIRI to Neutral, citing concerns over self-pay net losses and slower ARPU growth in 2026, despite stable revenue and EBITDA guidance.
Sirius XM Holdings Inc. $SIRI Position Increased by Check Capital Management Inc. CA
Check Capital Management Inc. CA increased its stake in Sirius XM Holdings Inc. (NASDAQ:SIRI) by 76.7% in the third quarter, making it their 9th largest holding. The fund now owns 2,061,843 shares valued at approximately $47.99 million. Separately, Sirius XM recently declared a quarterly dividend of $0.27 per share, yielding 5.0% annually, and various analysts have offered mixed ratings with an average price target of $24.44.
We Like Sirius XM Holdings' (NASDAQ:SIRI) Earnings For More Than Just Statutory Profit
Sirius XM Holdings' recent earnings report, despite shares remaining unchanged, contains encouraging underlying factors for investors. The statutory profit was reduced by US$423m due to unusual items, which are often non-recurring, suggesting potential profit improvement if these expenses don't repeat. The company also turned a profit this year after a loss last year, indicating improved earnings potential.
Sirius XM (NASDAQ:SIRI) Upgraded at JPMorgan Chase & Co.
JPMorgan Chase & Co. upgraded Sirius XM (NASDAQ:SIRI) from an "underweight" to a "neutral" rating, setting a $24 price target, suggesting a 14.6% upside. Despite this, analyst views on SIRI are mixed, resulting in a consensus "Hold" rating and an average price target of $24.44. The article also details recent institutional investor activity and provides an overview of Sirius XM Holdings Inc.
Beyond The Numbers: 4 Analysts Discuss Sirius XM Holdings Stock
Four analysts have recently evaluated Sirius XM Holdings (NASDAQ: SIRI), with their 12-month price targets averaging $24.75, an increase of 5.32% from the previous average. The company shows strong financial performance with impressive revenue growth, net margin, Return on Equity (ROE), Return on Assets (ROA), and a healthy debt management strategy. The article provides detailed insights into individual analyst ratings and adjustments.
Allianz Asset Management GmbH Acquires New Position in Sirius XM Holdings Inc. $SIRI
Allianz Asset Management GmbH has acquired a new position in Sirius XM Holdings Inc. (NASDAQ:SIRI) during the third quarter, purchasing 267,105 shares valued at approximately $6.22 million. Other institutional investors have also adjusted their holdings in Sirius XM, with the company currently trading near $20.95 and having a MarketBeat consensus rating of "Reduce" with a $24 target price. Sirius XM recently declared a quarterly dividend of $0.27 per share, yielding 5.2%.
Sirius XM Radio stock rating upgraded by JPMorgan on improved subscriber trends
JPMorgan upgraded Sirius XM Radio (NASDAQ:SIRI) stock from Underweight to Neutral and increased its price target to $24.00, citing improved subscriber trends, new product contributions, better advertising trends, and deleveraging progress. InvestingPro data indicates SIRI trades at $20.94, suggesting undervaluation with a P/E ratio of 9.45 and an 18% free cash flow yield. Despite mixed analyst reactions to recent earnings, JPMorgan forecasts conservative self-pay net losses for 2026 and projects revenue, EBITDA, and free cash flow generally in line with company guidance.
Sirius XM Q4 Earnings Surpass Estimates, Revenue Stable Y/Y
Sirius XM Holdings (SIRI) reported fourth-quarter 2025 earnings of 84 cents per share, surpassing the Zacks Consensus Estimate of 77 cents, with total revenues remaining stable year-over-year at $2.19 billion. The company saw declines in subscriber base and increases in operating expenses due to impairment and restructuring costs, yet managed a slight increase in Adjusted EBITDA and free cash flow. Sirius XM provided guidance for 2026, projecting approximately $8.5 billion in revenues, $2.6 billion in adjusted EBITDA, and $1.35 billion in free cash flow.
Sirius XM Holdings (NASDAQ:SIRI) Could Be A Buy For Its Upcoming Dividend
Sirius XM Holdings (NASDAQ:SIRI) is poised to trade ex-dividend soon, offering a dividend of US$0.27 per share, resulting in a trailing yield of 5.0%. The company demonstrates strong dividend sustainability, paying out only 45% of its earnings and 29% of its free cash flow, while also exhibiting rapid earnings growth of 51% per year over the last five years. Despite a past dividend cut, its conservative payout ratio and earnings growth make its current dividend appear sustainable and a potential attractive investment for dividend-focused investors.
CHECK Capital Makes a Big Bet on Sirius XM (SIRI) With a Purchase of 822,000 Shares Worth $17.7 Million
CHECK Capital Management significantly increased its stake in Sirius XM (SIRI) during the fourth quarter of 2025, purchasing 821,657 shares valued at an estimated $17.66 million. This transaction raised the fund's Sirius XM holding to 1.68% of its reportable U.S. equity assets. Despite Sirius XM's subscriber base not growing in recent years, the company generates reliable profits and offers an attractive 4.9% dividend yield, making it an appealing income play for CHECK Capital.
Why Sirius XM (SIRI) Stock Is Falling Today
Shares of Sirius XM (SIRI) fell by 4.2% after Seaport Global Securities downgraded the stock to Neutral from Buy, citing the company's 2026 guidance. The downgrade was prompted by a projected increase in self-pay net subscriber losses and an anticipated slowdown in average revenue per user growth due to promotional discounting. This weak outlook followed a fourth-quarter report where sales were flat year-on-year and profit per share missed Wall Street's expectations.
There's A Lot To Like About Sirius XM Holdings' (NASDAQ:SIRI) Upcoming US$0.27 Dividend
Sirius XM Holdings (NASDAQ:SIRI) is set to distribute a US$0.27 dividend, with its ex-dividend date four days away. The company's dividend yield is 4.8%, supported by an impressive 51% per annum earnings growth over the past five years. Both profit and free cash flow payout ratios are modest at 45% and 29% respectively, suggesting the dividend is sustainable despite a past dividend cut.
Sirius XM Stock Is Sliding Friday: What's Going On?
Sirius XM Holdings (SIRI) shares are falling after the company reported a loss of 301,000 self-pay subscribers in Q4 2025, overshadowing mixed financial results. While revenue slightly beat expectations, GAAP earnings missed, and the subscriber decline has raised concerns about future revenue stability. SIRI stock is experiencing a pullback despite some short-term bullish technical indicators, with key support at $20.50 and resistance at $23.00.
Seaport Global downgrades Sirius XM stock to Neutral from Buy
Seaport Global Securities downgraded Sirius XM Radio (NASDAQ:SIRI) stock to Neutral from Buy, citing estimate reductions based on the company's 2026 guidance projecting worse self-pay net subscriber losses and slower ARPU growth due to discounting. This downgrade occurred despite the stock trading below its InvestingPro Fair Value and having a strong year-to-date return, as well as the firm noting "rare enthusiasm" for Sirius XM's stable revenue outlook in a challenging market. The company also reported a Q4 2025 EPS miss but a slight revenue beat.
There's A Lot To Like About Sirius XM Holdings' (NASDAQ:SIRI) Upcoming US$0.27 Dividend
Sirius XM Holdings (NASDAQ:SIRI) will soon pay a US$0.27 dividend, with the ex-dividend date set for February 11th. The company demonstrates strong dividend sustainability, paying out only 45% of its profits and 29% of its free cash flow. Additionally, Sirius XM Holdings has shown significant earnings per share growth of 51% per annum over the past five years, accompanied by a 12% average annual dividend increase over the last nine years.
SIRIUS XM HOLDINGS INC. SEC 10-K Report
Sirius XM Holdings Inc. (SIRI) has released its 2025 Form 10-K report, detailing its financial performance, strategic initiatives, and risks. The report highlights an operating income of $1,471 million and a net income of $805 million, reflecting improved efficiency despite a slight revenue decrease. The company plans to focus on its core subscription business, expand its 360L platform, and manage capital through debt repayment, share repurchases, and dividends, while navigating strong competition, operational dependencies, and regulatory challenges.
Sirius XM: Cash Flow Resilience Is Underappreciated (NASDAQ:SIRI)
Sirius XM Holdings is still considered a "Buy" despite subscriber challenges, largely due to its strong free cash flow and a 16% FCF yield. The company's disciplined cost management led to $250 million in savings in 2025, stabilizing EBITDA, and an additional $100 million in cuts are planned for 2026. Management projects free cash flow of $1.35 billion in 2026 and $1.5 billion by 2027, driven by reduced capital expenditures and improved efficiency.
Sirius XM Shares Soar On Earnings Street Beat
Sirius XM Holdings Inc. (SIRI) saw its shares jump 9.3% after reporting Q4 2025 earnings that beat total revenue estimates, despite a significant miss on EPS and flat year-over-year sales. CEO Jennifer Witz highlighted the re-signing of Howard Stern and the company's "renewed strategic focus" on its core in-car audience, leading to robust 2026 guidance including $8.5 billion in revenue and $1.35 billion in Free Cash Flow. The company also reported strong churn performance and stability in its subscriber base.
Sirius XM Earnings: Stability Persists as Innovation Mitigates Declining Core
Sirius XM Holdings exceeded fourth-quarter revenue, EBITDA, and free cash flow expectations, leading Morningstar to raise its fair value estimate to $31 per share. Despite an anticipated long-term decline in its traditional subscription business due to competitive disadvantages against streaming services, the company is generating significant cash flow by mitigating subscriber losses through innovative solutions like Companion Plans and continuous service. Advertising revenue is also a growing bright spot, particularly from off-platform content like podcasts.
Sirius XM stock jumps on strong free cash flow guidance
Sirius XM Holdings Inc. shares rose significantly after the company provided better-than-expected free cash flow guidance for the coming year. The improved outlook suggests financial strength and efficiency, leading to positive investor response.
SiriusXM outlines $1.35B free cash flow target for 2026 with stable revenue and efficiency initiatives
SiriusXM (SIRI) has announced a financial target of $1.35 billion in free cash flow for 2026, driven by stable revenue and strategic efficiency initiatives. This projection was presented during the company's investor day, highlighting its commitment to shareholder returns and operational improvements. The company also confirmed its previously issued 2024 guidance.
SiriusXM Reports Fourth Quarter and Full-Year 2025 Operating and Financial Results :: Sirius XM Holdings Inc. (SIRI)
SiriusXM (NASDAQ: SIRI) announced its operating and financial results for the fourth quarter and full-year 2025 on February 5, 2026. The full earnings release is available on the company's Investor Relations website. SiriusXM is a leading audio entertainment company in North America, offering a range of services including its subscription entertainment service, Pandora, a podcast network, and business solutions.
SiriusXM Reports Fourth Quarter and Full-Year 2025 Operating and Financial Results
SiriusXM announced its operating and financial results for the fourth quarter and full-year 2025. The full earnings release is available on the Investor Relations section of the company's website. SiriusXM is a leading audio entertainment company in North America, offering a diverse array of content across its subscription service, Pandora, and a podcast network.
Sirius XM: Q4 Earnings Snapshot
Sirius XM Holdings Inc. (SIRI) announced its fourth-quarter and full-year financial results, surpassing Wall Street expectations. The company reported a Q4 net income of $99 million, or 24 cents per share, with adjusted earnings of 84 cents per share. Revenue for the quarter reached $2.19 billion, contributing to a full-year revenue of $8.56 billion and a profit of $805 million.
Sirius XM Holdings Inc. (SIRI): A Bull Case Theory
This article summarizes a bullish thesis on Sirius XM Holdings Inc. (SIRI), highlighting its solid Q3 2025 performance, upgraded 2025 financial guidance, and strong free cash flow generation despite market skepticism regarding streaming competition. The company's consistent subscriber churn and high ARPU, coupled with debt reduction and shareholder returns, position it as a resilient investment opportunity.
Sirius XM (SIRI) Q4 Earnings Report Preview: What To Look For
Sirius XM (SIRI) is set to announce its Q4 earnings results, with analysts expecting steady revenue at $2.17 billion and adjusted earnings of $0.78 per share. The company beat revenue expectations last quarter but missed core subscriber estimates. Investors are looking to see if Sirius XM's performance aligns with or deviates from its peers in the wireless, cable, and satellite segment, who have shown varied revenue growth.
Volatility Skew May Be Pointing to an Earnings Surprise for Sirius XM (SIRI) Stock
Sirius XM (SIRI) stock has faced a challenging period, losing over 15% in the last 52 weeks and 67% over five years. Despite a 100% Strong Sell rating from Barchart, SIRI has shown a curious nearly 2% gain in the new year, leading to speculation about an upcoming earnings surprise. An analysis of volatility skew and options flow suggests a non-trivial possibility of an earnings beat, with smart money seemingly prioritizing both downside protection and upside optionality.
SiriusXM agrees to pay $28M settlement. See if you qualify
SiriusXM has agreed to a $28 million settlement in a lawsuit claiming the company repeatedly called individuals registered on do-not-call lists. The lawsuit, originally filed in 2022, alleged that people on the National Do Not Call Registry or those who requested not to be called were contacted by SiriusXM. Individuals who were contacted more than once between April 27, 2019, and October 31, 2025, and meet specific criteria, may qualify to file a claim on the SiriusXM settlement website by the deadline of March 21.
There's Reason For Concern Over Sirius XM Holdings Inc.'s (NASDAQ:SIRI) Price
Sirius XM Holdings Inc. (NASDAQ:SIRI) currently has a price-to-sales (P/S) ratio of 0.8x, which is considered moderate for the Media industry. However, the company's revenue has declined by 2.8% over the last year and 5.0% over three years, while analysts predict only 0.1% annual growth for the next three years, significantly lagging the industry's projected 6.4% growth. This weak revenue outlook suggests potential risks for current and prospective investors, as the current P/S ratio may not be sustainable in the long term.
Is Sirius XM (SIRI) Offering A Potential Opportunity After Years Of Share Price Declines
Sirius XM (SIRI) stock has seen significant declines over recent years but a Simply Wall St analysis suggests it might be undervalued. Using a Discounted Cash Flow (DCF) model, the analysis indicates a potential 70.1% discount to its intrinsic value. Furthermore, the company's P/E ratio of 6.90x is below both the industry average and Simply Wall St's proprietary "Fair Ratio," reinforcing the undervalued assessment.
Sirius XM Holdings Inc. $SIRI Shares Purchased by Mitsubishi UFJ Trust & Banking Corp
Mitsubishi UFJ Trust & Banking Corp significantly increased its stake in Sirius XM Holdings Inc. (NASDAQ:SIRI) by 159.6% in the third quarter, part of a broader trend of institutional investors boosting their positions. The company also announced a quarterly dividend of $0.27 per share, offering an annualized yield of 5.3%. Sirius XM reported strong Q3 earnings, exceeding estimates with an EPS of $0.84 and revenue of $2.16 billion, while maintaining a "Hold" consensus analyst rating and a low valuation.
Sirius XM Holdings Inc. Declares Quarterly Dividend of $0.27 (NASDAQ:SIRI)
Sirius XM Holdings Inc. (NASDAQ:SIRI) has declared a quarterly dividend of $0.27 per share, payable on February 27th to shareholders of record on February 11th. This dividend, which annualizes to $1.08 and implies a 5.3% yield, continues the company's seven-year streak of dividend increases. Analysts project Sirius XM will earn $3.24 per share next year, suggesting the company can comfortably cover its dividend with an expected future payout ratio of 33.3%.
SiriusXM Declares Quarterly Cash Dividend
SiriusXM announced that its Board of Directors has declared a quarterly cash dividend of $0.27 per share of common stock. This dividend is payable on February 27, 2026, to stockholders of record as of February 11, 2026. SiriusXM is a leading audio entertainment company in North America, offering a range of services including its subscription entertainment, Pandora streaming, and an expansive podcast network.
SiriusXM Declares Quarterly Cash Dividend
SiriusXM (NASDAQ: SIRI) announced that its Board of Directors has declared a quarterly cash dividend of $0.27 per share of common stock. This dividend is payable on February 27, 2026, to stockholders of record as of the close of business on February 11, 2026. SiriusXM is a leading audio entertainment company in North America, offering a diverse range of content to approximately 170 million monthly listeners.
SiriusXM Declares Quarterly Cash Dividend
SiriusXM announced that its Board of Directors has declared a quarterly cash dividend of $0.27 per share of common stock. This dividend is payable on February 27, 2026, to stockholders of record as of February 11, 2026. SiriusXM is a leading audio entertainment company in North America, offering a range of audio businesses including its flagship subscription service, Pandora, and a podcast network.
Sirius XM Appoints New Chief Legal Officer and Secretary
SiriusXM has announced the appointment of Eve Konstan as its new Executive Vice President, Chief Legal Officer, and Secretary, effective February 9, 2026. She will succeed Richard N. Baer, who is retiring in March 2026. Konstan's compensation package includes a $1 million base salary, performance-linked bonuses, and significant stock units tied to the company's free cash flow and shareholder returns.
SiriusXM Appoints Eve Konstan as Executive Vice President, Chief Legal Officer and Secretary
SiriusXM has appointed Eve Konstan as their new Executive Vice President, Chief Legal Officer, and Secretary, effective February 9, 2026. Konstan, previously General Counsel at Spotify and with over 20 years at WarnerMedia Entertainment and HBO, brings extensive legal expertise in media, entertainment, and communications. She succeeds Richard N. Baer, who is retiring, and will support SiriusXM's strategic priorities.
Hussman Strategic Advisors Inc. Purchases Shares of 63,000 Sirius XM Holdings Inc. $SIRI
Hussman Strategic Advisors Inc. has acquired a new position in Sirius XM Holdings Inc. (NASDAQ:SIRI), purchasing 63,000 shares valued at approximately $1.47 million in the third quarter. Other institutions, such as AQR Capital Management and Norges Bank, also significantly increased their holdings, yet institutional investors collectively own only about 10.69% of the stock. Sirius XM recently surpassed its Q3 earnings estimates with an EPS of $0.84 and revenue of $2.16 billion, trading at a P/E ratio of approximately 7.1x, and holds a MarketBeat consensus "Hold" rating with an average price target of $23.88.
Sirius XM (SIRI) Stock Slides as Market Rises: Facts to Know Before You Trade
Sirius XM (SIRI) stock fell 1.37% to $20.19 as the broader market rose, although it has outperformed its sector over the past month. Investors are anticipating the company's upcoming earnings report on February 5, 2026, with an expected EPS decline but strong full-year growth. SIRI currently holds a Zacks Rank #2 (Buy) and appears undervalued compared to its industry.
Sirius XM (SIRI) Stock Slides as Market Rises: Facts to Know Before You Trade
Sirius XM (SIRI) stock recently fell by 1.37%, underperforming the S&P 500's daily gain, though its monthly performance beat the Consumer Discretionary sector. Investors are awaiting its upcoming earnings report on February 5, 2026, with an expected EPS decline but strong full-year growth predictions. The company currently holds a Zacks Rank of #2 (Buy) and is trading at a discount compared to its industry based on Forward P/E and PEG ratios.
Why Sirius XM Holdings fell 12.3% in 2025
This article reports on Sirius XM Holdings' 12.3% decline in 2025. Further details regarding the reasons for this performance are not provided within the given content.
