Market Cap
$8.7B
SIRI
SIRIUS XM HOLDINGS INC.
$25.72 ▲ +0.31%
Prev close $25.64Market cap$8.7B
ConsensusStrong Sell
12-mo target$33.23 (+29.2%)
▼ Bearish
Analyst conviction 2/10
High Impact Filing (7/10)38 New Institutional Positions12 Institutional Exits Streaming & Digital Media
Snapshot
The big-picture read on SIRI right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Sell (19%)
Inst. Holders
50 funds
Inst. Value
$7.1B
Inst. Activity
38 buys / 12 sells
Insider Activity
$0.00 buy / $499.7K sell
Insider Net $
-$499.7K
Social Sentiment
40° Cool
SEC Reports
9
Congressional
2 trades
Price chart 30d -13.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: SIRI — 68.7% short (0.9M / 1.3M)
Short: 884,262 | Exempt: 6,838 | TRF Vol: 1,286,980 | Short Ratio: 68.7% | Off-exchange volume (dark
Sep 9, 2026 Insider
HARTENSTEIN EDDY W gifted 8,193 shares
Director
Aug 26, 2026 Insider
Coughlin Zachary was granted 2,621 shares
EVP and CFO
Aug 26, 2026 Insider
Jul 30, 2026 SEC Mothner Eve was granted 1,528 shares
EVP, Chief Legal Officer & Sec
Sirius XM disclosed the departure of EVP and COO Wayne D. Thorsen effective July 31, 2026, with a mutually agreed separa
8-K — Impact 2/10
SIRIUS XM reported Q2 2026 revenue of $2.16B (+1% YoY, slightly above $2.14B consensus) but diluted EPS of $0.70 missed
8-K — Impact 6/10
Sirius XM reported Q2 2026 EPS of $0.72, missing consensus of $0.78 by 7.7%, while revenue of $2.14B was in line with es
PRESS-RELEASE — Impact 6/10
Jun 30, 2026 Inst.
BlackRock, Inc. — ADD
17,602,229 shares ($520.0M)
Analyst ratings buy % -5.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
19% rate it Buy or better · 21 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 18, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
| Sep 2, 2026 | Deutsche Bank | UPGRADE | Buy | 58% |
| Jul 31, 2026 | Citigroup | MAINTAIN | Sell | 55% |
| Jul 31, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Jul 31, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Jul 31, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
| Jul 31, 2026 | Rosenblatt | MAINTAIN | Buy | 54% |
| Jul 28, 2026 | Rosenblatt | MAINTAIN | Buy | 54% |
| Jul 27, 2026 | Wells Fargo | UPGRADE | Equal-Weight | 54% |
| Jul 21, 2026 | Morgan Stanley | MAINTAIN | Underweight | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 2 | 10 | 4 | 3 | 19% | |
| Aug 1, 2026 | 2 | 2 | 10 | 4 | 3 | 19% | |
| Jul 1, 2026 | 3 | 2 | 8 | 5 | 3 | 24% | |
| Jun 1, 2026 | 3 | 2 | 8 | 5 | 3 | 24% | |
| May 1, 2026 | 3 | 2 | 8 | 5 | 3 | 24% | |
| Apr 1, 2026 | 3 | 1 | 9 | 5 | 3 | 19% | |
| Mar 1, 2026 | 2 | 1 | 10 | 5 | 3 | 14% | |
| Feb 1, 2026 | 2 | 2 | 8 | 6 | 3 | 19% |
Price targets
Where 13 covering analysts think SIRI trades over the next 12 months.
$33.23 +29.2% upside Strong Buy
Current$25.72 Low$24.00 Median$32.00 High$46.00 13 analysts
$24.00$46.00
Analyst rating Hold· 2.6/5 as of Oct 2, 2026
Social media sentiment mood -9.1%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
40°
Cool
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
9 SEC filing reports analyzed · 1 bullish, 1 bearish, 1 mixed, 6 neutral · avg impact 4.2/10.
NEUTRAL8-K2/10
Sirius XM disclosed the departure of EVP and COO Wayne D. Thorsen effective July 31, 2026, with a mu
Jul 30, 2026
MIXED8-K6/10
SIRIUS XM reported Q2 2026 revenue of $2.16B (+1% YoY, slightly above $2.14B consensus) but diluted
Jul 30, 2026
BEARISHPRESS-RELEASE6/10
Sirius XM reported Q2 2026 EPS of $0.72, missing consensus of $0.78 by 7.7%, while revenue of $2.14B
Jul 30, 2026
NEUTRALPRESS-RELEASE2/10
SiriusXM announced it will release Q2 2026 operating and financial results on July 30, 2026. This is
Jul 6, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: SIRI — 68.7% short (0.9M / 1.3M)
Short: 884,262 | Exempt: 6,838 | TRF Vol: 1,286,980 | Short Ratio: 68.7% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: SIRI — 68.8% short (1.0M / 1.4M)
Short: 987,135 | Exempt: 9,038 | TRF Vol: 1,433,838 | Short Ratio: 68.8% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: SIRI — 74.3% short (0.7M / 1.0M)
Short: 735,659 | Exempt: 6,741 | TRF Vol: 989,629 | Short Ratio: 74.3% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: SIRI — 66.6% short (1.0M / 1.6M)
Short: 1,047,727 | Exempt: 250 | TRF Vol: 1,574,096 | Short Ratio: 66.6% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: SIRI — 60.3% short (1.0M / 1.6M)
Short: 954,879 | Exempt: 4,334 | TRF Vol: 1,584,030 | Short Ratio: 60.3% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.78 | $0.71–$0.83 | -7.7% | -0.9% | 1↑ 9↓ | $2.2B | 10 |
| Next Q | $0.77 | $0.67–$0.99 | 222.3% | -1.0% | 1↑ 9↓ | $2.2B | 10 |
| Current FY | $2.98 | $2.80–$3.20 | 33.5% | -0.6% | 0↑ 4↓ | $8.6B | 12 |
| Next FY | $3.28 | $2.94–$3.67 | 10.1% | +0.5% | 3↑ 1↓ | $8.7B | 12 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.775 | — |
| 7d ago | $0.782 | -0.007 |
| 30d ago | $0.782 | -0.007 |
| 60d ago | $0.809 | -0.034 |
| 90d ago | $0.809 | -0.034 |
Institutional ownership
Which big funds own SIRI (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $7.1B total value (240,829,704 shares) as of 2026-Q2. Top holders: Erste, BERKSHIRE, BlackRock,. Net buying activity: 38 institutions added/increased vs 12 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BERKSHIRE HATHAWAY INC | 124,807,117 | $3.7B | 51.8% | — |
| BlackRock, Inc. | 17,602,229 | $520.0M | 7.3% | ADD +82.9% |
| DIMENSIONAL FUND ADVISORS LP | 10,512,352 | $310.5M | 4.4% | ADD +66.8% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 9,082,629 | $268.3M | 3.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 8,386,784 | $247.7M | 3.5% | — |
| STATE STREET CORP | 5,992,497 | $177.0M | 2.5% | ADD +68.9% |
| Boston Partners | 5,080,806 | $150.2M | 2.1% | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4,375,200 | $129.2M | 1.8% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 3,901,488 | $115.3M | 1.6% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | ADD | 9,625,184 | 17,602,229 | +82.9% | $520.0M |
| DIMENSIONAL FUND ADVISORS LP | ADD | 6,301,181 | 10,512,352 | +66.8% | $310.5M |
| STATE STREET CORP | ADD | 3,547,616 | 5,992,497 | +68.9% | $177.0M |
| Boston Partners | NEW | — | 5,080,806 | — | $150.2M |
| Bank of New York Mellon Corp | ADD | 2,177,761 | 3,012,240 | +38.3% | $89.0M |
| CANADA PENSION PLAN INVESTMENT BOARD | TRIM | 3,860,924 | 2,364,933 | -38.7% | $69.9M |
| NORGES BANK | NEW | — | 2,091,917 | — | $61.8M |
| Squarepoint Ops LLC | DOUBLED | 44,994 | 1,649,327 | +3565.7% | $48.7M |
| NORTHERN TRUST CORP | ADD | 1,096,087 | 1,584,505 | +44.6% | $46.8M |
| Tidal Investments LLC | ADD | 1,208,449 | 1,524,823 | +26.2% | $45.0M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
13 insiders, 16 transactions. Net -$499.7K — $0.00 bought, $499.7K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 9, 2026 | HARTENSTEIN EDDY W | Director | GIFT | 8,193 | — | — |
| Aug 26, 2026 | Coughlin Zachary | EVP and CFO | AWARD | 2,621 | — | — |
| Aug 26, 2026 | Mothner Eve | EVP, Chief Legal Officer & Sec | AWARD | 1,528 | — | — |
| Aug 26, 2026 | MALONE EVAN DANIEL | Director | AWARD | 60 | — | — |
| Aug 26, 2026 | Greenstein Scott Andrew | Pres. & Chief Content Officer | AWARD | 177 | — | — |
| Aug 26, 2026 | MAFFEI GREGORY B | Director | AWARD | 60 | — | — |
| Aug 26, 2026 | HARTENSTEIN EDDY W | Director | AWARD | 60 | — | — |
| Aug 26, 2026 | Rapino Michael | Director | AWARD | 60 | — | — |
| Aug 26, 2026 | Procope Jonelle | Director | AWARD | 60 | — | — |
| Aug 26, 2026 | Stephenson Dave | Director | AWARD | 60 | — | — |
Congressional trades
SIRI trades disclosed by members of Congress, with disclosure delay.
2 members · 0 buys / 2 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Feb 5, 2026 | John Hickenlooper | D | SENATE | SELL | $50,001 - $100,000 | Sirius XM Holdings Inc | Mar 5, 2026(28d) |
| Jan 13, 2026 | August Pfluger | R | HOUSE | SELL | $1,001 - $15,000 | Sirius XM Holdings Inc | Feb 12, 2026(31d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for SIRI.
Shares short
36,971,997
Settlement Sep 15, 2026
Change vs prior
+16.4%
Semi-monthly cycle
Days to cover
9.8
At avg daily volume
Of shares outstanding
≈11.0%
Estimate — not % of float
All SIRI filing & press-release reports (9)
- 8-K reportJul 30, 2026
- 8-K reportJul 30, 2026
- PRESS-RELEASE reportJul 30, 2026
- PRESS-RELEASE reportJul 6, 2026
- INST-CLUSTER reportJun 12, 2026
- 8-K reportApr 30, 2026
- DEFA14A reportApr 10, 2026
- 8-K reportMar 4, 2026
- 8-K reportFeb 26, 2026