WINTON GROUP Ltd Increases Stock Holdings in Sirius XM Holdings Inc. $SIRI

Key Points

• WINTON GROUP Ltd increased its Sirius XM stake by 1,801.7% in the second quarter, bringing its holdings to 298,563 shares worth approximately $8.82 million. Other major institutions, including BlackRock and California State Teachers Retirement System, also significantly expanded their positions.
• Sirius XM reported quarterly revenue of $2.16 billion, slightly above estimates, but earnings per share of $0.70 missed the $0.78 consensus. The company declared a quarterly dividend of $0.27, equivalent to a 3.8% annualized yield.
• Analyst sentiment remains mixed, with the stock carrying an overall “Hold” rating and a consensus price target of $32.00. Shares were trading at $28.54, while insider ownership stood at 3.27% and one director recently reduced her position.

WINTON GROUP Ltd grew its stake in Sirius XM Holdings Inc. (NASDAQ:SIRI - Free Report) by 1,801.7% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 298,563 shares of the company's stock after purchasing an additional 282,863 shares during the period. WINTON GROUP Ltd owned approximately 0.09% of Sirius XM worth $8,820,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. BlackRock Inc. lifted its holdings in shares of Sirius XM by 82.9% during the second quarter. BlackRock Inc. now owns 17,602,229 shares of the company's stock worth $519,970,000 after purchasing an additional 7,977,045 shares during the period. California State Teachers Retirement System raised its position in Sirius XM by 2,798.6% during the 2nd quarter. California State Teachers Retirement System now owns 6,286,910 shares of the company's stock worth $185,715,000 after buying an additional 6,070,016 shares during the last quarter. Dimensional Fund Advisors LP raised its position in Sirius XM by 262.1% during the 1st quarter. Dimensional Fund Advisors LP now owns 6,301,181 shares of the company's stock worth $145,426,000 after buying an additional 4,560,821 shares during the last quarter. AQR Capital Management LLC raised its position in Sirius XM by 165.2% during the 2nd 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. Finally, Norges Bank acquired a new stake in shares of Sirius XM in the 4th quarter worth $57,124,000. Hedge funds and other institutional investors own 10.69% of the company's stock.

Sirius XM Stock Down 0.9%

Shares of NASDAQ SIRI opened at $28.54 on Thursday. The stock has a market capitalization of $9.62 billion, a price-to-earnings ratio of 11.42, a price-to-earnings-growth ratio of 0.52 and a beta of 0.95. Sirius XM Holdings Inc. has a 52 week low of $19.76 and a 52 week high of $32.66. The firm has a 50-day moving average price of $29.69 and a 200 day moving average price of $26.96. The company has a quick ratio of 0.46, a current ratio of 0.46 and a debt-to-equity ratio of 0.79.

Sirius XM (NASDAQ:SIRI - Get Free Report) last issued its 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). Sirius XM had a return on equity of 9.37% and a net margin of 10.23%.The company had revenue of $2.16 billion for the quarter, compared to analyst estimates of $2.14 billion. During the same quarter in the previous year, the company posted $0.57 earnings per share. The company's quarterly revenue was up 1.0% compared to the same quarter last year. Equities research analysts anticipate that Sirius XM Holdings Inc. will post 3 EPS for the current fiscal year.

Sirius XM Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Wednesday, August 26th. Investors of record on Monday, August 10th were issued a $0.27 dividend. The ex-dividend date was Monday, August 10th. This represents a $1.08 dividend on an annualized basis and a dividend yield of 3.8%. Sirius XM's dividend payout ratio is currently 43.20%.

Analyst Ratings Changes

A number of brokerages have recently issued reports on SIRI. Morgan Stanley boosted their price target on shares of Sirius XM from $24.00 to $28.00 and gave the stock an "underweight" rating in a research note on Tuesday, July 21st. Rosenblatt Securities reiterated a "buy" rating and set a $45.00 target price on shares of Sirius XM in a research report on Tuesday, July 28th. Citigroup reissued a "sell" rating and set a $25.00 target price (up from $22.00) on shares of Sirius XM in a research note on Friday, July 31st. The Goldman Sachs Group reissued a "neutral" rating and issued a $32.00 price target on shares of Sirius XM in a report on Friday, August 7th. Finally, William Blair upgraded Sirius XM to a "market perform" rating in a research note on Wednesday, September 2nd. Nine equities research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and three have issued a Sell rating to the company's stock. According to MarketBeat, the stock has an average rating of "Hold" and a consensus target price of $32.00.

Insiders Place Their Bets

In related news, Director Jonelle Procope sold 16,672 shares of the firm's stock in a transaction that occurred on Thursday, August 6th. The stock was sold at an average price of $29.97, for a total value of $499,659.84. Following the completion of the transaction, the director directly owned 18,354 shares of the company's stock, valued at $550,069.38. This trade represents a 47.60% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 3.27% of the stock is owned by insiders.

Key Sirius XM News

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

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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