Sirius XM Holdings Inc. (NASDAQ:SIRI) Receives Consensus Recommendation of “Hold” from Analysts

Shares of Sirius XM Holdings Inc. (NASDAQ:SIRIGet Free Report) have earned an average rating of “Hold” from the twelve research firms that are presently covering the firm, MarketBeat reports. Three analysts have rated the stock with a sell rating, five have assigned a hold rating and four have given a buy rating to the company. The average 1 year price target among brokerages that have issued ratings on the stock in the last year is $30.8182.

Several analysts recently weighed in on SIRI shares. Evercore set a $28.00 target price on shares of Sirius XM in a report on Friday, May 1st. Rosenblatt Securities reiterated a “buy” rating and set a $45.00 price target on shares of Sirius XM in a report on Tuesday, July 28th. Citigroup reissued a “sell” rating and issued a $25.00 price objective (up from $22.00) on shares of Sirius XM in a research report on Friday. JPMorgan Chase & Co. raised their price objective on shares of Sirius XM from $26.00 to $34.00 and gave the company a “neutral” rating in a report on Friday. Finally, Benchmark reaffirmed a “buy” rating on shares of Sirius XM in a research report on Wednesday.

Check Out Our Latest Report on SIRI

Sirius XM News Roundup

Here are the key news stories impacting Sirius XM this week:

  • Positive Sentiment: Sirius XM reported 1% year-over-year revenue growth to approximately $2.16 billion, exceeding estimates, while adjusted EBITDA rose 3% and free cash flow increased 48%. The company also returned to positive net subscriber growth, adding 22,000 subscribers, and reported a record-low 1.4% churn rate. Sirius XM Q2 2026 earnings call highlights
  • Positive Sentiment: Management raised its 2026 targets, including approximately $8.525 billion in revenue and $1.375 billion in free cash flow. Falling leverage toward the 3.4x target could allow Sirius XM to restart share repurchases, supporting the stock’s valuation and per-share cash-flow outlook. SiriusXM outlines 2026 targets
  • Positive Sentiment: JPMorgan raised its price target from $26 to $34 while maintaining a neutral rating, and Wells Fargo lifted its target from $30 to $31 with an equal-weight rating. These changes suggest improved expectations, although neither firm adopted a bullish rating. Analyst price-target updates
  • Neutral Sentiment: The company launched a $5-per-month Sports Pass featuring sports audio and WWE Radio. The offering could broaden Sirius XM’s subscriber base and advertising opportunities, but its financial impact has not yet been demonstrated. SiriusXM sports plan
  • Negative Sentiment: Second-quarter adjusted earnings of $0.70 per share missed the $0.78 consensus estimate, even though earnings improved from $0.57 a year earlier. The earnings shortfall outweighed the revenue beat and prompted the post-results selloff. Sirius XM Q2 earnings miss
  • Negative Sentiment: Investors viewed the revised 2026 outlook as insufficiently strong relative to expectations, with revenue guidance around $8.5 billion versus consensus near $8.6 billion. The departure of COO Wayne Thorsen amid restructuring adds an additional execution and leadership uncertainty. SiriusXM shares slide after earnings

Sirius XM Price Performance

Shares of NASDAQ SIRI opened at $29.62 on Monday. The company has a debt-to-equity ratio of 0.79, a current ratio of 0.46 and a quick ratio of 0.46. The company has a market cap of $9.97 billion, a price-to-earnings ratio of 11.85, a price-to-earnings-growth ratio of 0.65 and a beta of 0.95. The stock’s 50-day moving average is $29.36 and its two-hundred day moving average is $25.36. Sirius XM has a 1-year low of $19.76 and a 1-year high of $32.66.

Sirius XM (NASDAQ:SIRIGet Free Report) last announced its quarterly earnings data on Thursday, July 30th. The company reported $0.70 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.78 by ($0.08). Sirius XM had a net margin of 10.23% and a return on equity of 9.37%. The company had revenue of $2.16 billion during the quarter, compared to analysts’ expectations of $2.14 billion. During the same quarter in the previous year, the business posted $0.57 EPS. The business’s quarterly revenue was up 1.0% compared to the same quarter last year. Analysts forecast that Sirius XM will post 3.05 EPS for the current fiscal year.

Sirius XM Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, August 26th. Shareholders of record on Monday, August 10th will be paid a $0.27 dividend. The ex-dividend date is Monday, August 10th. This represents a $1.08 dividend on an annualized basis and a yield of 3.6%. Sirius XM’s dividend payout ratio (DPR) is currently 43.20%.

Insiders Place Their Bets

In other Sirius XM news, insider Scott Andrew Greenstein sold 20,744 shares of Sirius XM stock in a transaction dated Wednesday, May 27th. The stock was sold at an average price of $29.83, for a total transaction of $618,793.52. Following the completion of the sale, the insider directly owned 20,163 shares of the company’s stock, valued at $601,462.29. The trade was a 50.71% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 3.27% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Sirius XM

Hedge funds and other institutional investors have recently made changes to their positions in the business. Sunbelt Securities Inc. boosted its holdings in Sirius XM by 158.5% in the first quarter. Sunbelt Securities Inc. now owns 1,295 shares of the company’s stock valued at $30,000 after purchasing an additional 794 shares in the last quarter. Root Financial Partners LLC raised its holdings in Sirius XM by 612.8% during the first quarter. Root Financial Partners LLC now owns 1,390 shares of the company’s stock worth $32,000 after purchasing an additional 1,195 shares in the last quarter. Rossby Financial LCC raised its holdings in Sirius XM by 57.7% during the fourth quarter. Rossby Financial LCC now owns 1,621 shares of the company’s stock worth $32,000 after purchasing an additional 593 shares in the last quarter. Western Wealth Management LLC purchased a new stake in shares of Sirius XM during the 1st quarter worth approximately $33,000. Finally, Altshuler Shaham Ltd lifted its position in shares of Sirius XM by 36.7% during the 1st quarter. Altshuler Shaham Ltd now owns 1,553 shares of the company’s stock worth $36,000 after buying an additional 417 shares during the last quarter. Institutional investors and hedge funds own 10.69% of the company’s stock.

Sirius XM Company Profile

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Sirius XM Holdings Inc is a leading audio entertainment company specializing in subscription-based satellite and streaming radio services. Formed in 2008 through the merger of Sirius Satellite Radio and XM Satellite Radio, the company delivers a broad range of programming across music, sports, news, talk and comedy channels. Sirius XM’s offerings include exclusive live sports play-by-play, artist-curated music channels, news coverage from major networks and original talk and entertainment series.

Headquartered in New York City, Sirius XM serves listeners throughout the United States and Canada, reaching tens of millions of subscribers.

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Analyst Recommendations for Sirius XM (NASDAQ:SIRI)

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