Seizert Capital Partners LLC Sells 60,824 Shares of Sirius XM Holdings Inc. $SIRI

Key Points

• Seizert Capital Partners trimmed its position in Sirius XM by 3.1%, selling 60,824 shares and now holds 1,900,152 shares (about 0.56% of the company) valued at roughly $38.0 million.
• Operational strength: Sirius XM beat Q1 estimates with $0.72 EPS on $2.09B revenue, reported fewer subscriber losses, highlighted margin/profit growth, and is targeting about $1.35B in 2026 free cash flow while planning new monetization (YouTube audio ads).
• Dividend and sentiment: The company declared a $0.27 quarterly dividend (4.0% yield); institutional ownership is ~10.7% and analyst ratings are mixed with an average price target of $27.70.

Seizert Capital Partners LLC lessened its holdings in shares of Sirius XM Holdings Inc. (NASDAQ:SIRI - Free Report) by 3.1% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 1,900,152 shares of the company's stock after selling 60,824 shares during the period. Seizert Capital Partners LLC owned approximately 0.56% of Sirius XM worth $37,994,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in SIRI. Berkshire Hathaway Inc boosted its position in shares of Sirius XM by 4.2% in the third quarter. Berkshire Hathaway Inc now owns 124,807,117 shares of the company's stock valued at $2,904,886,000 after acquiring an additional 5,030,425 shares during the period. Quantbot Technologies LP increased its position in Sirius XM by 66.3% during the third quarter. Quantbot Technologies LP now owns 133,014 shares of the company's stock worth $3,096,000 after acquiring an additional 53,019 shares during the period. Brighton Jones LLC bought a new position in Sirius XM during the fourth quarter worth $622,000. SG Americas Securities LLC raised its stake in Sirius XM by 292.5% during the 3rd quarter. SG Americas Securities LLC now owns 113,728 shares of the company's stock valued at $2,647,000 after purchasing an additional 84,751 shares during the last quarter. Finally, Jupiter Asset Management Ltd. bought a new stake in Sirius XM in the 3rd quarter valued at $1,223,000. Institutional investors own 10.69% of the company's stock.

Key Headlines Impacting Sirius XM

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

• Positive Sentiment: Q1 results beat expectations — SiriusXM reported $0.72 EPS vs. ~$0.70 consensus and $2.09B revenue (vs. ~$2.07B), with revenue up ~1.1% YoY; management highlighted margin and profit growth that supports cash returns. SiriusXM Reports First Quarter 2026 Operating and Financial Results
• Positive Sentiment: SiriusXM shed fewer subscribers in Q1, suggesting content initiatives and pricing are reducing churn — an important sign for recurring revenue stability. SiriusXM sheds fewer subscribers in the first quarter on content strength
• Positive Sentiment: Advertising and Pandora contribution boosted profitability; Billboard notes double‑digit profit growth driven by subscription price increases and Pandora ad revenue. SiriusXM Posts Double-Digit Profit Growth on Subscription Price Hikes, Pandora’s Ad Revenue
• Positive Sentiment: Company targets ~ $1.35B in 2026 free cash flow and plans to launch YouTube audio ads this fall — a new monetization channel that could lift ad revenue and FCF. SiriusXM targets ~$1.35B 2026 free cash flow while launching YouTube audio ads this fall
• Positive Sentiment: Deal chatter: Sirius XM is reportedly exploring a purchase of iHeartMedia — a strategic combination could create scale in audio advertising and content, supporting longer‑term growth expectations (still speculative). Deal Dispatch: Sirius XM Mulls Purchase Of iHeartMedia, Uber Buys FlyTaxi, Wren Kitchens Bankruptcy
• Neutral Sentiment: Large options activity — unusually heavy call buying was reported, indicating some traders are positioning for further upside, but options alone are speculative. Listen to Conference Call
• Neutral Sentiment: Analyst/media momentum pieces (Zacks, Yahoo) profile SIRI as a momentum/value play; helpful for sentiment but not new company fundamentals. Sirius XM (SIRI) is a Great Momentum Stock: Should You Buy?
• Neutral Sentiment: SiriusXM confirmed no new material risks since its 2025 10‑K, reaffirming existing SEC disclosures — reduces regulatory uncertainty but is not a growth driver. Sirius XM Confirms No New Material Risks Since 2025 10-K, Reaffirming Existing SEC Disclosures
• Negative Sentiment: JPMorgan raised its price target from $24 to $26 but kept a "neutral" rating — the PT implies limited upside from current levels, which could cap near‑term analyst-driven gains. Benzinga

Analysts Set New Price Targets

Several research firms have recently issued reports on SIRI. Moffett Nathanson started coverage on shares of Sirius XM in a report on Tuesday, January 27th. They set a "neutral" rating and a $21.00 price objective on the stock. Guggenheim reiterated a "buy" rating and issued a $34.00 target price (up from $29.00) on shares of Sirius XM in a research note on Friday, April 24th. Evercore set a $28.00 price target on Sirius XM in a research note on Friday. Barrington Research reaffirmed an "outperform" rating and issued a $28.00 price target on shares of Sirius XM in a report on Thursday, February 5th. Finally, Weiss Ratings upgraded Sirius XM from a "sell (d+)" rating to a "hold (c)" rating in a research report on Friday. Four equities research analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of "Hold" and an average price target of $27.70.

Sirius XM Stock Performance

SIRI stock opened at $27.22 on Monday. The stock has a market capitalization of $9.16 billion, a PE ratio of 11.49, a price-to-earnings-growth ratio of 0.72 and a beta of 0.94. The company has a debt-to-equity ratio of 0.83, a current ratio of 0.44 and a quick ratio of 0.44. The company has a 50 day moving average price of $23.48 and a 200 day moving average price of $21.97. Sirius XM Holdings Inc. has a fifty-two week low of $19.71 and a fifty-two week high of $28.77.

Sirius XM (NASDAQ:SIRI - Get Free Report) last released its earnings results on Thursday, April 30th. The company reported $0.72 earnings per share for the quarter, topping analysts' consensus estimates of $0.70 by $0.02. Sirius XM had a return on equity of 9.19% and a net margin of 9.86%.The company had revenue of $2.09 billion during the quarter, compared to the consensus estimate of $2.07 billion. During the same quarter in the previous year, the company posted $0.59 earnings per share. The firm's quarterly revenue was up 1.1% on a year-over-year basis. Analysts forecast that Sirius XM Holdings Inc. will post 3.09 EPS for the current year.

Sirius XM Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, May 27th. Shareholders of record on Monday, May 11th will be issued a $0.27 dividend. The ex-dividend date is Monday, May 11th. This represents a $1.08 annualized dividend and a yield of 4.0%. Sirius XM's dividend payout ratio (DPR) is 45.57%.

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.

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