Sirius XM (SIRI) Stock Insights
SIRI$27.41+0.16 +0.58%
$9.24B
Market Cap
10.50
P/E
9.22
Forward P/E
57
Score
Sirius XM (SIRI) Stock Insights
SIRI price $27.41 +0.16 +0.58%
- Ticker
- SIRI
- Price
- $27.41
- Change
- +0.16 +0.58%
- Market cap ?
- $9.24B
- P/E ?
- 10.50
- Forward P/E ?
- 9.22
- Dividend yield ?
- 3.94%
- Beta ?
- 0.98
- Sector
- Communication Services
- Industry
- Broadcasting
- Stocklytics score
- 57
- Value
- 79
- Quality
- 52
- Growth
- 39
Stocklytics score rationale: value 79, quality 52, growth 39.
Financials
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|
| 5017220000 | 5425000000 | 5771000000 | 7794000000 | 8040000000 | 8696000000 | 9003000000 | 8953000000 | 8699000000 | 8558000000 |
Sirius XM Holdings Inc. operates as an audio entertainment company in North America. It operates through two segments, Sirius XM, and Pandora and Off-platform. The Sirius XM segment provides music, sports, entertainment, comedy, and talk and news channels, as well as podcast and infotainment services on subscription fee basis; and live, curated, and exclusive and on demand programming services through satellite…
Fair value
SIRI fair value $87.67. Price $27.41. Price is 69% below fair value.
Below fair value, and cheaper than usual. A larger discount than on 98% of days in the past 5 years.
Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.
Calculated with a 10-year free-cash-flow discount. Starting free cash flow 1.55B. Growth 20.00%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 9.70% (beta 1.0). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 337.07M. Net debt 9.61B. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the stock's own 10-year median P/E, kept between 8 and 40. Fewer than five years of history uses the sector's typical P/E. Fair value is the average of the cash-flow value and the earnings value when both exist. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.
Model uncertainty high for this stock
Earnings
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2026-10-29 | — | 0.77 | — | 2.15B |
| 2026-07-30 | 0.70 | 0.78 | 2.16B | 2.14B |
| 2026-04-30 | 0.72 | 0.70 | 2.09B | 2.07B |
| 2026-02-05 | 0.29 | 0.77 | 2.19B | 2.17B |
| 2025-10-30 | 0.84 | 0.78 | 2.16B | 2.14B |
| 2025-07-31 | 0.57 | 0.79 | 2.14B | 2.14B |
| 2025-05-01 | 0.59 | 0.70 | 2.07B | 2.12B |
| 2025-01-30 | 0.83 | 0.64 | 2.19B | 2.10B |
| 2024-10-31 | -8.74 | 0.77 | 2.17B | 2.19B |
| 2024-08-01 | 0.80 | 0.80 | 2.18B | 2.20B |
| 2024-04-30 | 0.70 | 0.60 | 2.16B | 2.20B |
| 2024-02-01 | 0.90 | 0.70 | 2.29B | 2.29B |
| 2023-10-31 | 0.90 | 0.80 | 2.27B | 2.29B |
| 2023-08-01 | 0.80 | 0.80 | 2.25B | 2.24B |
| 2023-04-27 | 0.60 | 0.60 | 2.14B | 2.17B |
| 2023-02-02 | 0.90 | 0.80 | 2.28B | 2.31B |
| 2022-11-01 | 0.70 | 0.90 | 2.28B | 2.27B |
| 2022-07-28 | 0.70 | 0.80 | 2.25B | 2.25B |
| 2022-04-28 | 0.08 | 0.80 | 2.19B | 2.15B |
| 2022-02-01 | 0.08 | 0.70 | 2.28B | 2.24B |
| 2021-10-28 | 0.80 | 0.70 | 2.20B | 2.16B |
| 2021-07-27 | 1.00 | 0.70 | 2.16B | 2.17B |
| 2021-04-28 | 0.70 | 0.60 | 2.06B | 2.40B |
| 2021-02-02 | 0.70 | 0.50 | 2.19B | 9.85B |
| 2020-10-22 | 0.60 | 0.60 | 2.02B | 1.33B |
| 2020-07-30 | 0.50 | 0.50 | 1.87B | 2.25B |
| 2020-04-28 | 0.70 | 0.50 | 1.95B | 1.39B |
| 2020-02-04 | 0.50 | 0.60 | 2.06B | 2.06B |
| 2019-10-31 | 0.50 | 0.60 | 2.01B | 2.41B |
| 2019-07-30 | 0.60 | 0.50 | 1.98B | 1.65B |
| 2019-04-24 | 0.30 | 0.50 | 1.74B | 2.91B |
| 2019-01-30 | 0.60 | 0.60 | 1.50B | 1.50B |
| 2018-10-24 | 0.70 | 0.60 | 1.47B | 1.26B |
| 2018-07-25 | 0.60 | 0.60 | 1.43B | 1.43B |
| 2018-04-25 | 0.60 | 0.50 | 1.38B | 1.15B |
| 2018-01-31 | 0.50 | 0.50 | 1.40B | 2.34B |
| 2017-10-25 | 0.60 | 0.40 | 1.38B | 919.73M |
| 2017-07-27 | 0.40 | 0.40 | 1.35B | 1.35B |
| 2017-04-27 | 0.40 | 0.40 | 1.29B | 1.29B |
| 2017-02-02 | 0.40 | 0.40 | 1.30B | 1.04B |
Dividends
Yield 3.94%. Payout ratio 41.36%. Frequency Quarterly.
Safety score 95/100 · Safe. Payout ratio is 41% of earnings. Dividends use less than 40% of free cash flow. Dividends were paid in 12 separate years. Yield is 3.9%, in a range that is usually sustainable.
| Ex-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| 2026-11-06 | $0.27 | 2026-11-06 | 2026-11-23 | Quarterly |
| 2026-08-10 | $0.27 | 2026-08-10 | 2026-08-26 | Quarterly |
| 2026-05-11 | $0.27 | 2026-05-11 | 2026-05-27 | Quarterly |
| 2026-02-11 | $0.27 | 2026-02-11 | 2026-02-27 | Quarterly |
| 2025-11-05 | $0.27 | 2025-11-05 | 2025-11-21 | Quarterly |
| 2025-08-08 | $0.27 | 2025-08-08 | 2025-08-27 | Quarterly |
| 2025-05-09 | $0.27 | 2025-05-09 | 2025-05-28 | Quarterly |
| 2025-02-07 | $0.27 | 2025-02-07 | 2025-02-25 | Quarterly |
| 2024-11-05 | $0.27 | 2024-11-05 | 2024-11-21 | Quarterly |
| 2024-08-09 | $0.27 | 2024-08-09 | 2024-08-26 | Quarterly |
| 2024-05-09 | $0.27 | 2024-05-10 | 2024-05-29 | Quarterly |
| 2024-02-08 | $0.27 | 2024-02-09 | 2024-02-23 | Quarterly |
| 2023-11-06 | $0.27 | 2023-11-07 | 2023-11-29 | Quarterly |
| 2023-08-07 | $0.24 | 2023-08-08 | 2023-08-30 | Quarterly |
| 2023-05-04 | $0.24 | 2023-05-05 | 2023-05-24 | Quarterly |
| 2023-02-08 | $0.24 | 2023-02-09 | 2023-02-24 | Quarterly |
| 2022-11-09 | $0.24 | 2022-11-11 | 2022-11-30 | Quarterly |
| 2022-08-04 | $0.22 | 2022-08-05 | 2022-08-31 | Quarterly |
| 2022-05-05 | $0.02 | 2022-05-06 | 2022-05-25 | Semi-Annual |
| 2022-02-10 | $2.72 | 2022-02-11 | 2022-02-25 | Special |
| 2021-11-04 | $0.22 | 2021-11-05 | 2021-11-29 | Quarterly |
| 2021-08-05 | $0.15 | 2021-08-06 | 2021-08-30 | Quarterly |
| 2021-05-06 | $0.15 | 2021-05-07 | 2021-05-28 | Quarterly |
| 2021-02-09 | $0.15 | 2021-02-10 | 2021-02-26 | Quarterly |
| 2020-11-05 | $0.15 | 2020-11-06 | 2020-11-30 | Quarterly |
| 2020-08-06 | $0.13 | 2020-08-07 | 2020-08-31 | Quarterly |
| 2020-05-07 | $0.13 | 2020-05-08 | 2020-05-29 | Quarterly |
| 2020-02-11 | $0.13 | 2020-02-12 | 2020-02-28 | Quarterly |
| 2019-11-07 | $0.13 | 2019-11-08 | 2019-11-29 | Quarterly |
| 2019-08-08 | $0.12 | 2019-08-09 | 2019-08-30 | Quarterly |
| 2019-05-09 | $0.12 | 2019-05-10 | 2019-05-31 | Quarterly |
| 2019-02-08 | $0.12 | 2019-02-11 | 2019-02-28 | Quarterly |
| 2018-11-08 | $0.12 | 2018-11-09 | 2018-11-30 | Quarterly |
| 2018-08-09 | $0.11 | 2018-08-10 | 2018-08-31 | Quarterly |
| 2018-05-09 | $0.11 | 2018-05-10 | 2018-05-31 | Quarterly |
| 2018-02-06 | $0.11 | 2018-02-07 | 2018-02-28 | Quarterly |
| 2017-11-08 | $0.11 | 2017-11-09 | 2017-11-30 | Quarterly |
| 2017-08-08 | $0.10 | 2017-08-10 | 2017-08-31 | Quarterly |
| 2017-05-08 | $0.10 | 2017-05-10 | 2017-05-31 | Quarterly |
| 2017-02-03 | $0.10 | 2017-02-07 | 2017-02-28 | Quarterly |
| 2016-11-07 | $0.10 | 2016-11-09 | 2016-11-30 | Quarterly |
| 2012-12-14 | $0.50 | 2012-12-18 | 2012-12-28 | Quarterly |
Insider trades
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2025-08-04 | BERKSHIRE HATHAWAY INC | Buy | 1.04M | $21.63 | 22.43M |
| 2025-08-01 | BERKSHIRE HATHAWAY INC | Buy | 1.93M | $21.02 | 40.57M |
| 2025-07-31 | BERKSHIRE HATHAWAY INC | Buy | 85.39K | $21.43 | 1.83M |
| 2025-07-31 | BERKSHIRE HATHAWAY INC | Buy | 1.98M | $21.04 | 41.62M |
| 2025-02-03 | BERKSHIRE HATHAWAY INC | Buy | 283.90K | $24.05 | 6.83M |
| 2025-02-03 | BERKSHIRE HATHAWAY INC | Buy | 433.08K | $23.49 | 10.17M |
| 2025-01-31 | BERKSHIRE HATHAWAY INC | Buy | 840.00K | $23.62 | 19.84M |
| 2025-01-30 | BERKSHIRE HATHAWAY INC | Buy | 751.14K | $22.79 | 17.12M |
| 2024-12-19 | BERKSHIRE HATHAWAY INC | Buy | 31.33K | $21.52 | 674.10K |
| 2024-12-19 | BERKSHIRE HATHAWAY INC | Buy | 2.04M | $20.85 | 42.49M |
| 2024-12-18 | BERKSHIRE HATHAWAY INC | Buy | 538.94K | $22.49 | 12.12M |
| 2024-12-18 | BERKSHIRE HATHAWAY INC | Buy | 915.53K | $21.94 | 20.09M |
| 2024-12-17 | BERKSHIRE HATHAWAY INC | Buy | 1.44M | $22.13 | 31.86M |
| 2024-10-31 | BERKSHIRE HATHAWAY INC | Buy | 679.21K | $26.59 | 18.06M |
| 2024-10-30 | BERKSHIRE HATHAWAY INC | Buy | 925.21K | $27.44 | 25.39M |
| 2024-10-29 | BERKSHIRE HATHAWAY INC | Buy | 623.53K | $27.65 | 17.24M |
| 2024-10-18 | BERKSHIRE HATHAWAY INC | Buy | 175.57K | $27.43 | 4.82M |
| 2024-10-17 | BERKSHIRE HATHAWAY INC | Buy | 1.04M | $27.01 | 28.09M |
| 2024-10-16 | BERKSHIRE HATHAWAY INC | Buy | 342.13K | $26.99 | 9.23M |
| 2024-10-11 | BERKSHIRE HATHAWAY INC | Buy | 1.26M | $24.95 | 31.42M |
| 2024-10-10 | BERKSHIRE HATHAWAY INC | Buy | 517.15K | $24.47 | 12.65M |
| 2024-10-10 | BERKSHIRE HATHAWAY INC | Buy | 917.85K | $24.16 | 22.18M |
| 2024-10-09 | BERKSHIRE HATHAWAY INC | Buy | 869.80K | $23.55 | 20.49M |
| 2024-09-09 | BERKSHIRE HATHAWAY INC | Other | 0 | — | — |
| 2024-09-09 | BERKSHIRE HATHAWAY INC | Other | 0 | — | — |
| 2024-09-09 | WESCHLER, R. TED | Sell | 0 | — | — |
| 2024-09-09 | WESCHLER, R. TED | Other | 0 | — | — |
| 2024-09-09 | WESCHLER, R. TED | Other | 0 | — | — |
| 2024-09-09 | Liberty Media Corp | Sell | 3.21B | — | — |
| 2024-09-09 | Liberty Media Corp | Sell | 0 | — | — |
| 2024-09-09 | Liberty Sirius XM Holdings Inc. | Sell | 0 | — | — |
| 2024-09-09 | Liberty Sirius XM Holdings Inc. | Sell | 3.21B | — | — |
| 2024-09-09 | Liberty Sirius XM Holdings Inc. | Other | 0 | — | — |
| 2024-09-09 | Liberty Sirius XM Holdings Inc. | Sell | 70.05M | — | — |
| 2023-12-29 | Witz Jennifer C | Sell | 649.92K | $5.47 | 3.56M |
| 2023-11-29 | Zaslav David | Buy | 288 | — | — |
| 2023-11-29 | Witz Jennifer C | Buy | 6.86K | — | — |
| 2023-11-29 | VOGEL CARL E | Buy | 288 | — | — |
| 2023-11-29 | Verbrugge Joseph A | Buy | 593 | — | — |
| 2023-11-29 | Salen Kristina | Buy | 288 | — | — |
| 2023-11-29 | Rapino Michael | Buy | 288 | — | — |
| 2023-11-29 | MAFFEI GREGORY B | Buy | 288 | — | — |
| 2023-11-29 | Inzerillo Joseph A | Buy | 2.87K | — | — |
| 2023-11-29 | Procope Jonelle | Buy | 288 | — | — |
| 2023-11-29 | MEYER JAMES E | Buy | 288 | — | — |
| 2023-11-29 | HOLDEN JAMES P | Buy | 1.23K | — | — |
| 2023-11-29 | MALONE EVAN DANIEL | Buy | 288 | — | — |
| 2023-11-29 | Hickenlooper Robin S | Buy | 288 | — | — |
| 2023-11-29 | DONNELLY PATRICK L | Buy | 1.14K | — | — |
| 2023-11-29 | HARTENSTEIN EDDY W | Buy | 288 | — | — |
| 2023-11-29 | Greenstein Scott Andrew | Buy | 1.06K | — | — |
| 2023-11-29 | Blau David Adam | Buy | 288 | — | — |
| 2023-11-29 | BARRY THOMAS D | Buy | 1.90K | — | — |
| 2023-11-21 | DONNELLY PATRICK L | Sell | 49.61K | $5.14 | 254.98K |
| 2023-09-18 | BARRY THOMAS D | Sell | 35.76K | $3.99 | 142.66K |
| 2023-08-30 | Rapino Michael | Buy | 224 | — | — |
| 2023-08-30 | Zaslav David | Buy | 224 | — | — |
| 2023-08-30 | Witz Jennifer C | Buy | 5.34K | — | — |
| 2023-08-30 | VOGEL CARL E | Buy | 224 | — | — |
| 2023-08-30 | Verbrugge Joseph A | Buy | 461 | — | — |
| 2023-08-30 | Salen Kristina | Buy | 224 | — | — |
| 2023-08-30 | Procope Jonelle | Buy | 224 | — | — |
| 2023-08-30 | MEYER JAMES E | Buy | 224 | — | — |
| 2023-08-30 | MALONE EVAN DANIEL | Buy | 224 | — | — |
| 2023-08-30 | MAFFEI GREGORY B | Buy | 224 | — | — |
| 2023-08-30 | HOLDEN JAMES P | Buy | 957 | — | — |
| 2023-08-30 | Hickenlooper Robin S | Buy | 224 | — | — |
| 2023-08-30 | HARTENSTEIN EDDY W | Buy | 224 | — | — |
| 2023-08-30 | Inzerillo Joseph A | Buy | 2.23K | — | — |
| 2023-08-30 | Greenstein Scott Andrew | Buy | 822 | — | — |
| 2023-08-30 | DONNELLY PATRICK L | Buy | 888 | — | — |
| 2023-08-30 | Blau David Adam | Buy | 224 | — | — |
| 2023-08-30 | BARRY THOMAS D | Buy | 1.80K | — | — |
| 2023-08-28 | Witz Jennifer C | Buy | 250.00K | $4.11 | 1.03M |
| 2023-07-31 | Verbrugge Joseph A | Sell | 44.52K | $5.11 | 227.49K |
| 2023-06-09 | Hickenlooper Robin S | Sell | 11.00K | $3.81 | 41.91K |
| 2023-06-07 | Salen Kristina | Sell | 14.21K | $3.74 | 53.13K |
| 2023-06-02 | VOGEL CARL E | Buy | 48.88K | — | — |
| 2023-06-02 | Procope Jonelle | Buy | 48.88K | — | — |
| 2023-06-02 | Zaslav David | Buy | 48.88K | — | — |
| 2023-06-02 | Salen Kristina | Buy | 48.88K | — | — |
| 2023-06-02 | Rapino Michael | Buy | 48.88K | — | — |
| 2023-06-02 | MEYER JAMES E | Buy | 48.88K | — | — |
| 2023-06-02 | MALONE EVAN DANIEL | Buy | 48.88K | — | — |
| 2023-06-02 | MAFFEI GREGORY B | Buy | 48.88K | — | — |
| 2023-06-02 | HOLDEN JAMES P | Buy | 48.88K | — | — |
| 2023-06-02 | HARTENSTEIN EDDY W | Buy | 48.88K | — | — |
| 2023-06-02 | Hickenlooper Robin S | Buy | 48.88K | — | — |
| 2023-06-02 | Blau David Adam | Buy | 48.88K | — | — |
| 2023-05-24 | Zaslav David | Buy | 178 | — | — |
| 2023-05-24 | Witz Jennifer C | Buy | 7.27K | — | — |
| 2023-05-24 | Verbrugge Joseph A | Buy | 1.26K | — | — |
| 2023-05-24 | VOGEL CARL E | Buy | 178 | — | — |
| 2023-05-24 | Salen Kristina | Buy | 178 | — | — |
| 2023-05-24 | Rapino Michael | Buy | 178 | — | — |
| 2023-05-24 | Procope Jonelle | Buy | 178 | — | — |
| 2023-05-24 | HOLDEN JAMES P | Buy | 1.18K | — | — |
| 2023-05-24 | MEYER JAMES E | Buy | 178 | — | — |
| 2023-05-24 | MAFFEI GREGORY B | Buy | 178 | — | — |
| 2023-05-24 | MALONE EVAN DANIEL | Buy | 178 | — | — |
Institutional holders
Latest filed quarter: Q2 2026.
Institutions holding: 643, holders +51 vs prior quarter. Ownership 84.50%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC | 124.81M | 0 | 0.00% | 3.69B |
| BLACKROCK, INC. | 17.60M | 7.98M | +82.88% | 519.97M |
| DIMENSIONAL FUND ADVISORS LP | 10.51M | 4.21M | +66.83% | 310.53M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 9.08M | 377.88K | +4.34% | 268.30M |
| VANGUARD CAPITAL MANAGEMENT LLC | 8.39M | 83.15K | +1.00% | 247.75M |
| KONTIKI CAPITAL MANAGEMENT (HK) LTD. | 6.08M | 386.10K | +6.78% | 179.69M |
| STATE STREET CORP | 5.99M | 2.44M | +68.92% | 177.02M |
| BOSTON PARTNERS | 5.08M | 5.08M | New | 150.17M |
| GATES CAPITAL MANAGEMENT, INC. | 4.54M | 1.80M | +65.55% | 134.11M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4.38M | 3.48M | +386.25% | 129.24M |
| GEODE CAPITAL MANAGEMENT, LLC | 3.90M | 194.78K | +5.25% | 115.28M |
| LSV ASSET MANAGEMENT | 3.62M | 400.49K | +12.44% | 106.95M |
| AQR CAPITAL MANAGEMENT LLC | 3.40M | 407.40K | +13.63% | 98.37M |
| CITADEL ADVISORS LLC | 3.31M | 2.58M | +355.81% | 97.79M |
| BANK OF NEW YORK MELLON CORP | 3.01M | 834.48K | +38.32% | 88.98M |
| GOLDMAN SACHS GROUP INC | 3.01M | -905.99K | -23.15% | 88.83M |
| CHECK CAPITAL MANAGEMENT INC/CA | 2.93M | -14.80K | -0.50% | 86.49M |
| J. GOLDMAN & CO LP | 2.92M | 2.92M | New | 86.31M |
| CANADA PENSION PLAN INVESTMENT BOARD | 2.36M | -1.50M | -38.75% | 69.86M |
| NORGES BANK | 2.09M | 2.09M | New | 61.80M |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 1.76M | 1.76M | New | 52.01M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.76M | 20.44K | +1.17% | 52.01M |
| SQUAREPOINT OPS LLC | 1.65M | 1.65M | New | 48.72M |
| PACER ADVISORS, INC. | 1.65M | 1.65M | New | 48.63M |
| MORGAN STANLEY | 1.64M | -515.33K | -23.89% | 48.49M |
Insights
- Revenue by product
| Period | Value |
|---|---|
| FY2018 | Advertising: 187569000.0, Equipment Products And Services: 154878000.0, Music Royalties And Other Products And Services: 834442000.0 |
| FY2019 | Pandora: 1607000000.0, Sirius XM: 6187000000.0 |
| FY2020 | Pandora: 1698000000.0, Sirius XM: 6342000000.0 |
| FY2021 | Advertising: 1000000.0 |
| FY2022 | Advertising: 1000000.0 |
| FY2023 | Advertising: 1758000000.0, Equipment Products And Services: 193000000.0, Other Revenue: 136000000.0, Subscription and Circulation: 6866000000.0 |
| FY2024 | Advertising: 1773000000.0, Equipment Revenue: 182000000.0, Other Revenue: 128000000.0, Subscription and Circulation: 6616000000.0 |
| FY2025 | Advertising: 1772000000.0, Other Revenue: 122000000.0, Subscription and Circulation: 6486000000.0 |
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