UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Raises Stake in Sirius XM Holdings Inc. $SIRI

Posted by Brenda Bartman on Sep 5th, 2026

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its holdings in Sirius XM Holdings Inc. (NASDAQ:SIRI – Free Report) by 4.6% during the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 642,939 shares of the company’s stock after buying an additional 28,377 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC’s holdings in Sirius XM were worth $18,992,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently bought and sold shares of the company. BlackRock Inc. lifted its stake in Sirius XM by 82.9% during the 2nd quarter. BlackRock Inc. now owns 17,602,229 shares of the company’s stock valued at $519,970,000 after acquiring an additional 7,977,045 shares during the period. Dimensional Fund Advisors LP increased its stake in shares of Sirius XM by 262.1% in the first quarter. Dimensional Fund Advisors LP now owns 6,301,181 shares of the company’s stock worth $145,426,000 after acquiring an additional 4,560,821 shares during the period. AQR Capital Management LLC increased its stake in shares of Sirius XM by 165.2% in the second quarter. AQR Capital Management LLC now owns 5,191,440 shares of the company’s stock worth $117,327,000 after acquiring an additional 3,233,922 shares during the period. Norges Bank purchased a new position in shares of Sirius XM during the fourth quarter worth $57,124,000. Finally, Hsbc Holdings PLC lifted its position in Sirius XM by 858.4% during the fourth quarter. Hsbc Holdings PLC now owns 2,076,539 shares of the company’s stock valued at $41,726,000 after purchasing an additional 1,859,872 shares during the period. 10.69% of the stock is owned by hedge funds and other institutional investors.

More Sirius XM News

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

Positive Sentiment: Deutsche Bank upgraded Sirius XM to Buy from Hold and raised its price target to $45 from $31. The firm sees significant upside from SiriusXM’s transition toward digital audio and believes the market is underestimating the company’s growth potential. The upgrade previously drove a strong one-day rally and remains the primary bullish catalyst for SIRI. Deutsche Bank sees significant upside from digital audio
Positive Sentiment: Valuation-focused coverage continues to argue that Sirius XM remains inexpensive. Discounted cash-flow analysis and earnings-based multiples reportedly indicate that the stock trades below estimated intrinsic value, despite a roughly 45% year-to-date advance. This supports the case for additional upside if operating performance improves. Sirius XM stock still looks cheap on cash flow and earnings
Neutral Sentiment: SiriusXM is expanding sports programming. New York Giants defensive tackle Shelby Harris will host “The Players’ Point” on SiriusXM NFL Radio, adding talent and content to the company’s sports offering. The announcement is strategically supportive but is unlikely to materially change near-term financial results. Shelby Harris to host The Players’ Point
Negative Sentiment: Howard Stern’s reduced schedule and reported studio shake-up introduce programming uncertainty. Reports that Stern will host only one show per week, with his New York studios potentially being used by other SiriusXM talent, could raise concerns about retaining a major audience draw and managing content costs. Howard Stern’s reduced SiriusXM role
Negative Sentiment: Investors may be consolidating gains after the recent upgrade-driven surge. Although Deutsche Bank’s $45 target is highly bullish, the stock’s substantial year-to-date gain makes the shares more vulnerable to profit-taking and concerns that the optimistic outlook is already partly reflected in the price. Sirius XM gets a Deutsche Bank upgrade

Insider Transactions at Sirius XM

In related news, Director Jonelle Procope sold 16,672 shares of Sirius XM stock in a transaction on Thursday, August 6th. The shares were sold at an average price of $29.97, for a total value of $499,659.84. Following the sale, the director owned 18,354 shares of the company’s stock, valued at approximately $550,069.38. This trade represents a 47.60% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Corporate insiders own 3.27% of the company’s stock.

Analyst Ratings Changes

SIRI has been the topic of several recent research reports. UBS Group set a $30.00 price target on shares of Sirius XM in a report on Wednesday, July 29th. Benchmark restated a “buy” rating on shares of Sirius XM in a research note on Wednesday, July 29th. Scotiabank started coverage on Sirius XM in a report on Wednesday. They set an “outperform” rating on the stock. Bank of America reiterated an “underperform” rating on shares of Sirius XM in a research report on Friday, July 31st. Finally, BNP Paribas Exane downgraded Sirius XM to a “neutral” rating in a report on Wednesday. Nine research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $32.00.

Get Our Latest Analysis on SIRI

Sirius XM Trading Down 2.6%

Shares of Sirius XM stock opened at $28.99 on Friday. The firm has a 50-day simple moving average of $29.74 and a two-hundred day simple moving average of $26.75. The company has a market cap of $9.77 billion, a P/E ratio of 11.60, a price-to-earnings-growth ratio of 0.65 and a beta of 0.95. Sirius XM Holdings Inc. has a fifty-two week low of $19.76 and a fifty-two week high of $32.66. The company has a debt-to-equity ratio of 0.79, a quick ratio of 0.46 and a current ratio of 0.46.

Sirius XM (NASDAQ:SIRI – Get Free Report) last announced its quarterly earnings results on Thursday, July 30th. The company reported $0.70 earnings per share for the quarter, missing the consensus estimate of $0.78 by ($0.08). The business had revenue of $2.16 billion during 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%. Sirius XM’s revenue for the quarter was up 1.0% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.57 EPS. As a group, equities analysts predict that Sirius XM Holdings Inc. will post 3.02 earnings per share for the current fiscal year.

Sirius XM Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, August 26th. Stockholders of record on Monday, August 10th were paid a dividend of $0.27 per share. This represents a $1.08 annualized dividend and a dividend yield of 3.7%. The ex-dividend date of this dividend was Monday, August 10th. Sirius XM’s dividend payout ratio is presently 43.20%.

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.