Camelot Portfolios LLC Sells 21,496 Shares of Sirius XM Holdings Inc. $SIRI

Posted by Stanley Muller on Aug 31st, 2026

Camelot Portfolios LLC cut its position in shares of Sirius XM Holdings Inc. (NASDAQ:SIRI – Free Report) by 31.3% during the 2nd quarter, Holdings Channel reports. The firm owned 47,137 shares of the company’s stock after selling 21,496 shares during the quarter. Sirius XM makes up approximately 0.9% of Camelot Portfolios LLC’s holdings, making the stock its 24th largest holding. Camelot Portfolios LLC’s holdings in Sirius XM were worth $1,392,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Valeo Financial Advisors LLC lifted its position in shares of Sirius XM by 3.2% during the 2nd quarter. Valeo Financial Advisors LLC now owns 10,916 shares of the company’s stock worth $322,000 after buying an additional 340 shares in the last quarter. Altshuler Shaham Ltd increased its position in shares of Sirius XM by 36.7% during the first quarter. Altshuler Shaham Ltd now owns 1,553 shares of the company’s stock valued at $36,000 after acquiring an additional 417 shares during the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. lifted its holdings in Sirius XM by 33.7% during the second quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,837 shares of the company’s stock worth $55,000 after acquiring an additional 463 shares during the period. Geneos Wealth Management Inc. boosted its position in Sirius XM by 36.7% in the first quarter. Geneos Wealth Management Inc. now owns 1,836 shares of the company’s stock worth $41,000 after purchasing an additional 493 shares during the last quarter. Finally, Bay Colony Advisory Group Inc d b a Bay Colony Advisors grew its stake in Sirius XM by 5.4% in the 2nd quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 9,862 shares of the company’s stock valued at $291,000 after purchasing an additional 509 shares during the period. Hedge funds and other institutional investors own 10.69% of the company’s stock.

Insider Activity at Sirius XM

In other news, Director Jonelle Procope sold 16,672 shares of the firm’s stock in a transaction on Thursday, August 6th. The stock was sold at an average price of $29.97, for a total value of $499,659.84. Following the completion of the transaction, the director directly owned 18,354 shares of the company’s stock, valued at $550,069.38. This trade represents a 47.60% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 3.27% of the stock is owned by insiders.

More Sirius XM News

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

Positive Sentiment: New sports programming could support engagement. Former LSU football coach Brian Kelly is joining SiriusXM for a weekly show, adding recognizable talent to the company’s sports lineup and potentially helping attract and retain subscribers. Brian Kelly joins SiriusXM for weekly show
Neutral Sentiment: Howard Stern reportedly has an HBO Max agreement. Reports say Stern may take an edited weekly version of his SiriusXM program to HBO Max after his SiriusXM channel changes. The deal could broaden the show’s audience and maintain Stern’s visibility, but it also raises questions about whether SiriusXM will retain exclusive content and the full value of the relationship. Howard Stern reportedly lands HBO Max deal
Neutral Sentiment: A director received additional Sirius XM shares. Director Anjali Sud was credited with 60 shares through a dividend-related restricted stock unit transaction. Because the shares were not described as an open-market purchase, the move provides limited evidence of increased insider conviction. Sirius XM director share acquisition
Negative Sentiment: SiriusXM is dropping Howard Stern’s Channel 101 after staff layoffs. Reports indicate the company eliminated one of two Stern channels following layoffs affecting roughly a dozen staff members. The move may reduce programming costs, but it could also weaken the service’s premium content offering and increase churn risk if Stern’s audience follows him to HBO Max. Howard Stern channel dropped by SiriusXM

Sirius XM Price Performance

SIRI opened at $28.54 on Monday. The company has a market capitalization of $9.62 billion, a price-to-earnings ratio of 11.42, a PEG ratio of 0.62 and a beta of 0.95. The company has a quick ratio of 0.46, a current ratio of 0.46 and a debt-to-equity ratio of 0.79. The firm has a 50-day moving average price of $29.65 and a 200-day moving average price of $26.53. Sirius XM Holdings Inc. has a twelve month low of $19.76 and a twelve month high of $32.66.

Sirius XM (NASDAQ:SIRI – Get Free Report) last announced its quarterly earnings results on Thursday, July 30th. The company reported $0.70 EPS for the quarter, missing analysts’ consensus estimates of $0.78 by ($0.08). The business had revenue of $2.16 billion for the quarter, compared to analysts’ expectations of $2.14 billion. Sirius XM had a net margin of 10.23% and a return on equity of 9.37%. The business’s quarterly revenue was up 1.0% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.57 earnings per share. Equities analysts expect that Sirius XM Holdings Inc. will post 3.01 EPS for the current year.

Sirius XM Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Wednesday, August 26th. Shareholders of record on Monday, August 10th were given a dividend of $0.27 per share. The ex-dividend date was Monday, August 10th. This represents a $1.08 annualized dividend and a dividend yield of 3.8%. Sirius XM’s dividend payout ratio is currently 43.20%.

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on SIRI. JPMorgan Chase & Co. raised their target price on Sirius XM from $26.00 to $34.00 and gave the company a “neutral” rating in a research report on Friday, July 31st. UBS Group set a $30.00 price objective on shares of Sirius XM in a research report on Wednesday, July 29th. Citigroup reiterated a “sell” rating and issued a $25.00 target price (up from $22.00) on shares of Sirius XM in a research note on Friday, July 31st. Weiss Ratings raised shares of Sirius XM from a “hold (c)” rating to a “hold (c+)” rating in a research report on Thursday, July 9th. Finally, Wells Fargo & Company raised their price target on shares of Sirius XM from $30.00 to $31.00 and gave the stock an “equal weight” rating in a research note on Friday, July 31st. Four equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and three have given a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $30.92.

Check Out Our Latest Analysis on SIRI

About Sirius XM

(Free Report)

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.