WINTON GROUP Ltd raised its holdings in shares of Sirius XM Holdings Inc. (NASDAQ:SIRI – Free Report) by 1,801.7% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 298,563 shares of the company’s stock after acquiring an additional 282,863 shares during the quarter. WINTON GROUP Ltd’s holdings in Sirius XM were worth $8,820,000 as of its most recent filing with the Securities and Exchange Commission.
Several other institutional investors and hedge funds also recently modified their holdings of SIRI. Fifth Third Bancorp acquired a new stake in Sirius XM during the 1st quarter valued at $1,243,000. Aspen Grove Capital LLC acquired a new position in shares of Sirius XM in the first quarter worth $2,277,000. Brighton Jones LLC purchased a new stake in shares of Sirius XM in the fourth quarter valued at $622,000. Bank of New York Mellon Corp lifted its position in shares of Sirius XM by 7.8% in the first quarter. Bank of New York Mellon Corp now owns 2,177,761 shares of the company’s stock valued at $50,263,000 after acquiring an additional 157,860 shares in the last quarter. Finally, Dimensional Fund Advisors LP boosted its stake in shares of Sirius XM by 262.1% during the first quarter. Dimensional Fund Advisors LP now owns 6,301,181 shares of the company’s stock valued at $145,426,000 after acquiring an additional 4,560,821 shares during the last quarter. Hedge funds and other institutional investors own 10.69% of the company’s stock.
Wall Street Analysts Forecast Growth
SIRI has been the subject of a number of recent research reports. Scotiabank initiated coverage on Sirius XM in a research report on Wednesday, September 2nd. They set an “outperform” rating for the company. TD Cowen cut shares of Sirius XM to a “hold” rating in a research note on Wednesday, September 2nd. Weiss Ratings upgraded shares of Sirius XM from a “hold (c)” rating to a “hold (c+)” rating in a report on Thursday, July 9th. Cantor Fitzgerald initiated coverage on shares of Sirius XM in a report on Wednesday, September 2nd. They set an “overweight” rating for the company. Finally, Wolfe Research initiated coverage on shares of Sirius XM in a research report on Wednesday, September 2nd. They issued an “outperform” rating for the company. Nine analysts have rated the stock with a Buy rating, seven have issued a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $32.00.
Key Headlines Impacting Sirius XM
Here are the key news stories impacting Sirius XM this week:
- Positive Sentiment: Deutsche Bank recently upgraded SIRI to Buy from Hold and raised its price target to $45 from $31. The firm cited improving subscriber trends, strong free cash flow, and potential growth in digital audio and advertising. Sirius XM Stock Deutsche Bank Sees Big Upside
- Positive Sentiment: An analysis argued that SiriusXM’s YouTube partnership could challenge the “value trap” view of the company by expanding audience reach and supporting advertising growth. Deutsche Bank estimates the opportunity could contribute $350 million to $400 million of EBITDA by 2029. SiriusXM YouTube Partnership Analysis
- Positive Sentiment: SiriusXM promoted Sean Gibbons to chief product and technology officer and added him to its executive leadership team. He will oversee product strategy, engineering, technology platforms, automotive and streaming distribution partnerships, and advertising technology across SiriusXM and Pandora. The move signals continued emphasis on digital products and monetization. SiriusXM Names Sean Gibbons Chief Product and Technology Officer
- Neutral Sentiment: SIRI appeared among the most actively traded options stocks, while traders purchased 70,933 call options—about 254% above typical daily call volume. The activity suggests increased bullish speculation, but options flows can reflect short-term trading rather than an investment-grade fundamental signal. Most Active Options Report
- Neutral Sentiment: SiriusXM presented at the Bank of America 2026 Media, Communications & Entertainment Conference. The available report identifies the event but provides no specific new guidance or financial forecast that would materially change the investment outlook. Sirius XM Bank of America Conference Transcript
- Negative Sentiment: Reports that a segment was removed from “The Howard Stern Show” add to concerns about programming changes during SiriusXM’s broader shake-up, although the immediate financial impact is unclear. Howard Stern Show Segment Changes
Insider Transactions at Sirius XM
In related news, Director Jonelle Procope sold 16,672 shares of the business’s stock in a transaction that occurred 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 completion of the sale, the director directly owned 18,354 shares in the company, valued at approximately $550,069.38. The trade was a 47.60% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 3.27% of the company’s stock.
Sirius XM Stock Performance
Sirius XM stock opened at $28.54 on Thursday. The stock has a fifty day moving average price of $29.69 and a 200 day moving average price of $26.96. Sirius XM Holdings Inc. has a 52 week low of $19.76 and a 52 week high of $32.66. The firm has a market capitalization of $9.62 billion, a P/E ratio of 11.42, a PEG ratio of 0.52 and a beta of 0.95. The company has a current ratio of 0.46, a quick ratio of 0.46 and a debt-to-equity ratio of 0.79.
Sirius XM (NASDAQ:SIRI – Get Free Report) last issued its quarterly earnings results on Thursday, July 30th. The company reported $0.70 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.78 by ($0.08). The business had revenue of $2.16 billion during the quarter, compared to analyst estimates of $2.14 billion. Sirius XM had a return on equity of 9.37% and a net margin of 10.23%.The firm’s quarterly revenue was up 1.0% on a year-over-year basis. During the same period in the previous year, the business posted $0.57 earnings per share. Equities research analysts anticipate that Sirius XM Holdings Inc. will post 3 earnings per share for the current year.
Sirius XM Announces Dividend
The business also recently announced a quarterly dividend, which was paid on Wednesday, August 26th. Investors of record on Monday, August 10th were given a $0.27 dividend. The ex-dividend date of this dividend was Monday, August 10th. This represents a $1.08 annualized dividend and a dividend yield of 3.8%. Sirius XM’s dividend payout ratio (DPR) is currently 43.20%.
About Sirius XM
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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