Sirius XM Holdings Inc. $SIRI Shares Bought by SG Americas Securities LLC

SG Americas Securities LLC increased its position in Sirius XM Holdings Inc. (NASDAQ:SIRI) by 35.5% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 154,078 shares of the company’s stock after purchasing an additional 40,350 shares during the period. SG Americas Securities LLC’s holdings in Sirius XM were worth $3,081,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Berkshire Hathaway Inc grew its position in Sirius XM by 4.2% during the 3rd quarter. Berkshire Hathaway Inc now owns 124,807,117 shares of the company’s stock worth $2,904,886,000 after purchasing an additional 5,030,425 shares during the last quarter. AQR Capital Management LLC grew its holdings in shares of Sirius XM by 165.2% during the second quarter. AQR Capital Management LLC now owns 5,191,440 shares of the company’s stock worth $117,327,000 after buying an additional 3,233,922 shares during the last quarter. Ameriprise Financial Inc. increased its position in Sirius XM by 4.8% in the 3rd quarter. Ameriprise Financial Inc. now owns 2,635,274 shares of the company’s stock valued at $61,336,000 after acquiring an additional 119,755 shares during the period. Check Capital Management Inc. CA increased its position in Sirius XM by 76.7% in the 3rd quarter. Check Capital Management Inc. CA now owns 2,061,843 shares of the company’s stock valued at $47,989,000 after acquiring an additional 895,247 shares during the period. Finally, Two Sigma Investments LP raised its stake in Sirius XM by 270.0% during the 3rd quarter. Two Sigma Investments LP now owns 1,933,521 shares of the company’s stock valued at $45,003,000 after acquiring an additional 1,410,963 shares during the last quarter. 10.69% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several research analysts have weighed in on the company. Moffett Nathanson initiated coverage on Sirius XM in a research note on Tuesday, January 27th. They issued a “neutral” rating and a $21.00 target price on the stock. Barrington Research restated an “outperform” rating and set a $28.00 price target on shares of Sirius XM in a research note on Thursday, February 5th. UBS Group set a $24.00 price target on Sirius XM in a report on Tuesday, February 10th. Weiss Ratings lowered shares of Sirius XM from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Friday, February 6th. Finally, JPMorgan Chase & Co. raised shares of Sirius XM from an “underweight” rating to a “neutral” rating and boosted their price objective for the company from $20.00 to $24.00 in a research note on Tuesday, February 10th. Three investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $24.44.

Sirius XM Stock Performance

Shares of SIRI stock opened at $23.79 on Friday. The business’s fifty day moving average price is $21.80 and its 200 day moving average price is $21.62. The firm has a market capitalization of $7.96 billion, a PE ratio of 10.62, a P/E/G ratio of 0.63 and a beta of 0.85. The company has a debt-to-equity ratio of 0.75, a current ratio of 0.30 and a quick ratio of 0.30. Sirius XM Holdings Inc. has a 1-year low of $18.69 and a 1-year high of $24.92.

Sirius XM Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, February 27th. Investors of record on Wednesday, February 11th were paid a $0.27 dividend. This represents a $1.08 annualized dividend and a yield of 4.5%. The ex-dividend date of this dividend was Wednesday, February 11th. Sirius XM’s dividend payout ratio (DPR) is presently 48.21%.

Key Stories Impacting Sirius XM

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

• Positive Sentiment: Sirius XM is viewed as likely to beat upcoming earnings due to its history of surprises and current revenue/metrics alignment — a potential catalyst that could lift the stock into earnings season. Why Sirius XM (SIRI) Could Beat Earnings Estimates Again (Yahoo) Why Sirius XM (SIRI) Could Beat Earnings Estimates Again (Zacks)
• Positive Sentiment: High-value live content continues: Kevin Kisner has joined SiriusXM’s 2026 Masters broadcast team, reinforcing the company’s premium sports/audio lineup that helps drive subscriptions and engagement. Kevin Kisner joins SiriusXM’s 2026 Masters broadcast team (Yahoo)
• Positive Sentiment: Profiles of on-air talent like Taylor Zarzour highlight the broadcaster’s depth and can support listener loyalty for live events (important for churn/ARPU). SiriusXM’s Taylor Zarzour on the joy of broadcasting the Masters (MSN)
• Positive Sentiment: Exclusive entertainment events (e.g., Morgan Wallen concert coverage) reinforce content exclusivity, which supports subscriber acquisition/retention and monetization. Morgan Wallen’s SiriusXM Concert in Nashville: Best Moments (MSN)
• Neutral Sentiment: Valuation/momentum write-ups note recent share gains (30/90-day strength) but mixed longer-term returns — useful context for investors weighing entry points. Assessing Sirius XM Holdings (SIRI) Valuation After Recent Share Price Momentum (Yahoo)
• Neutral Sentiment: Industry roundup names SIRI among broadcast stocks to watch; the piece highlights both steady digital consumption and advertising pressure — a mixed macro backdrop. 4 Broadcast Radio & TV Stocks to Watch From a Challenging Industry (Yahoo)
• Neutral Sentiment: Human-interest/local host coverage (Sluggo) is positive for brand but unlikely to move the stock materially. SiriusXM host Sluggo recalls growing up in Phoenix (Phoenix New Times)
• Neutral Sentiment: General market pieces on small-cap opportunities are not directly relevant to SIRI (a large-cap broadcaster) and should be treated as background. 1 Small-Cap Stock Worth Your Attention and 2 That Underwhelm (Yahoo)
• Negative Sentiment: Mike Tirico is stepping away from calling the Masters on SiriusXM for 2026 — loss of a high-profile voice could be a modest reputational hit for premium live coverage, though company has other talent to fill gaps. Mike Tirico stepping away from calling the Masters on SiriusXM for 2026 (MSN)

Sirius XM Company Profile

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.