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

Seizert Capital Partners LLC cut its holdings in Sirius XM Holdings Inc. (NASDAQ:SIRI) by 3.1% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,900,152 shares of the company’s stock after selling 60,824 shares during the period. Seizert Capital Partners LLC’s holdings in Sirius XM were worth $37,994,000 at the end of the most recent quarter.

A number of other hedge funds have also added to or reduced their stakes in SIRI. Geneos Wealth Management Inc. grew its stake in Sirius XM by 36.7% in the first 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. Mather Group LLC. bought a new stake in Sirius XM in the third quarter valued at approximately $42,000. Steigerwald Gordon & Koch Inc. bought a new stake in Sirius XM in the 3rd quarter valued at $44,000. Deseret Mutual Benefit Administrators lifted its holdings in Sirius XM by 67.1% during the 3rd quarter. Deseret Mutual Benefit Administrators now owns 2,664 shares of the company’s stock valued at $62,000 after purchasing an additional 1,070 shares during the last quarter. Finally, Asset Management One Co. Ltd. acquired a new position in shares of Sirius XM in the third quarter valued at $85,000. Institutional investors own 10.69% of the company’s stock.

Wall Street Analyst Weigh In

SIRI has been the subject of several research analyst reports. JPMorgan Chase & Co. lifted their target price on shares of Sirius XM from $24.00 to $26.00 and gave the stock a “neutral” rating in a report on Friday. Guggenheim restated a “buy” rating and set a $34.00 price objective (up from $29.00) on shares of Sirius XM in a report on Friday, April 24th. Evercore set a $28.00 price objective on Sirius XM in a research report on Friday. Weiss Ratings raised shares of Sirius XM from a “sell (d+)” rating to a “hold (c)” rating in a research report on Friday. Finally, Moffett Nathanson assumed coverage on shares of Sirius XM in a research note on Tuesday, January 27th. They issued a “neutral” rating and a $21.00 price objective for the company. Four equities research analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $27.70.

Sirius XM Price Performance

Shares of NASDAQ SIRI opened at $27.22 on Monday. Sirius XM Holdings Inc. has a 52 week low of $19.71 and a 52 week high of $28.77. The stock’s fifty day moving average is $23.48 and its 200 day moving average is $21.97. The company has a debt-to-equity ratio of 0.83, a quick ratio of 0.44 and a current ratio of 0.44. The stock has a market capitalization of $9.16 billion, a P/E ratio of 11.49, a PEG ratio of 0.72 and a beta of 0.94.

Sirius XM (NASDAQ:SIRI) last issued its earnings results on Thursday, April 30th. The company reported $0.72 EPS for the quarter, beating the consensus estimate of $0.70 by $0.02. The company had revenue of $2.09 billion during the quarter, compared to analysts’ expectations of $2.07 billion. Sirius XM had a net margin of 9.86% and a return on equity of 9.19%. The business’s revenue for the quarter was up 1.1% compared to the same quarter last year. During the same period in the previous year, the company earned $0.59 EPS. Sell-side analysts forecast that Sirius XM Holdings Inc. will post 3.09 earnings per share for the current fiscal year.

Sirius XM Dividend Announcement

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

Key Stories 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

Sirius XM 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.