Traders Purchase Large Volume of Sirius XM Call Options (NASDAQ:SIRI)

Sirius XM Holdings Inc. (NASDAQ:SIRI) saw unusually large options trading activity on Friday. Stock traders acquired 56,883 call options on the company. This is an increase of approximately 264% compared to the typical daily volume of 15,612 call options.

Sirius XM Stock Performance

NASDAQ SIRI opened at $21.68 on Friday. The firm has a market cap of $7.30 billion, a P/E ratio of 9.68, a P/E/G ratio of 0.31 and a beta of 0.93. Sirius XM has a 52-week low of $18.69 and a 52-week high of $27.41. The business’s 50-day moving average price is $20.95 and its 200 day moving average price is $21.86. The company has a quick ratio of 0.31, a current ratio of 0.30 and a debt-to-equity ratio of 0.75.

Sirius XM Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, February 27th. Investors of record on Wednesday, February 11th will be issued a dividend of $0.27 per share. The ex-dividend date of this dividend is Wednesday, February 11th. This represents a $1.08 annualized dividend and a dividend yield of 5.0%. Sirius XM’s dividend payout ratio (DPR) is currently 38.16%.

Sirius XM News Roundup

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

• Positive Sentiment: Management reiterated strong free-cash-flow targets and outlined cost savings (>$250M realized, $100M more targeted) that support 2026–2027 FCF growth; analysts and investors are highlighting a resilient FCF profile as a reason to own the stock. Sirius XM: Cash Flow Resilience Is Underappreciated
• Positive Sentiment: Barrington Research reaffirmed an “outperform” rating and $28 price target, signaling upside potential versus current levels and supporting buy-side interest. Barrington Research coverage
• Neutral Sentiment: Q4 revenue roughly matched/beat estimates while reported GAAP EPS figures were reported differently across outlets (some beats cited, some misses listed); overall results were viewed as mixed and generated volatility around the print. SiriusXM Reports Fourth Quarter and Full-Year 2025 Results
• Neutral Sentiment: Unusual options activity: heavy call buying today (≈56,883 calls, ~264% above normal), which could reflect speculative bets on a rebound or hedged institutional positioning; this increases intraday volume/volatility but is not a fundamentals change.
• Neutral Sentiment: Rosenblatt bumped its price target to $24 but kept a “neutral” rating — a modest positive to sentiment but not a strong endorsement. Rosenblatt update
• Negative Sentiment: Company reported a full-year 2025 loss of ~301k self-pay subscribers, a clear headwind to top-line momentum and a key reason investors are trimming positions. Sirius XM Stock Is Sliding Friday: What’s Going On?
• Negative Sentiment: FY2026 revenue guidance was shown as roughly in line to slightly below consensus, and EPS guidance was unclear, leaving some investors concerned about near-term growth visibility. MarketWatch: Sirius XM guidance
• Negative Sentiment: Sirius XM agreed to a ~$28M settlement related to alleged telemarketing practices — a headline hit and a small one-time cash outflow that adds to near-term noise. SiriusXM agrees to $28M settlement

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on the stock. Moffett Nathanson began coverage on shares of Sirius XM in a report on Tuesday, January 27th. They issued a “neutral” rating and a $21.00 target price for the company. Weiss Ratings restated a “hold (c-)” rating on shares of Sirius XM in a research note on Monday, December 29th. JPMorgan Chase & Co. raised their price objective on Sirius XM from $19.00 to $20.00 and gave the stock an “underweight” rating in a report on Friday, October 31st. Rosenblatt Securities boosted their target price on Sirius XM from $23.00 to $24.00 and gave the company a “neutral” rating in a report on Friday. Finally, Benchmark restated a “buy” rating and set a $30.00 price target (up previously from $28.00) on shares of Sirius XM in a research note on Friday, October 31st. Three analysts have rated the stock with a Buy rating, four have issued a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat, Sirius XM currently has an average rating of “Hold” and a consensus target price of $24.00.

Hedge Funds Weigh In On Sirius XM

Several institutional investors have recently bought and sold shares of the company. Sound Income Strategies LLC purchased a new stake in shares of Sirius XM in the third quarter valued at about $33,000. Quaker Wealth Management LLC lifted its position in Sirius XM by 214.7% in the second quarter. Quaker Wealth Management LLC now owns 1,603 shares of the company’s stock valued at $37,000 after purchasing an additional 3,001 shares during the period. True Wealth Design LLC lifted its position in Sirius XM by 47.8% in the second quarter. True Wealth Design LLC now owns 1,616 shares of the company’s stock valued at $37,000 after purchasing an additional 523 shares during the period. Geneos Wealth Management Inc. boosted its holdings in Sirius XM by 36.7% in the 1st quarter. Geneos Wealth Management Inc. now owns 1,836 shares of the company’s stock valued at $41,000 after purchasing an additional 493 shares in the last quarter. Finally, Mather Group LLC. acquired a new position in Sirius XM during the 3rd quarter worth approximately $42,000. 10.69% of the stock is owned by institutional investors and hedge funds.

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.