SIRI

SIRIUS XM HOLDINGS INC.

Nasdaq · Radio Broadcasting Stations · CIK 0000908937
$27.52 -0.25% $9.3B
High Impact Filing (7/10)26 New Institutional Positions17 Institutional Exits
Vol
Market Cap$9.3B
Cap SizeMid Cap
Analyst ConsensusSell (24%)
Inst. Holders50 funds
Inst. Value$4.8B
Inst. Activity26 buys / 17 sells
Reddit Sentiment40° Cool
SEC Reports5
Congressional2 trades
Exchange Nasdaq·Sector Radio Broadcasting Stations·CIK 0000908937·Prev Close $27.59

Recent Activity

Jun 12, 2026 SEC
22 institutional buyers (including Berkshire Hathaway's massive $2.49B new stake) accumulated $2.81B in SIRI during Q3 2
INST-CLUSTER — Impact 7/10
Apr 30, 2026 SEC
Sirius XM reported Q1 2026 EPS of $0.72, a 0.8% beat vs. $0.71 consensus, on revenue of $2.07B (in line with estimates).
8-K — Impact 3/10
Apr 10, 2026 SEC
SIRIUS XM HOLDINGS INC. has filed a definitive proxy statement (DEFA14A) for an upcoming shareholder meeting. The filing
DEFA14A — Impact 2/10
Inst.
DIMENSIONAL FUND ADVISORS LP — DOUBLED
6,301,181 shares ($145.4M)
Inst.
CANADA PENSION PLAN INVESTMENT — DOUBLED
3,860,924 shares ($89.1M)
Jun 12, 2026 short_volume
Short Volume: SIRI — 71.3% short (1.0M / 1.4M)
Short: 1,019,086 | Exempt: 1,097 | TRF Vol: 1,429,922 | Short Ratio: 71.3% | Off-exchange volume (da
Feb 5, 2026 Congress
John Hickenlooper sell
$50,001 - $100,000 — Senate
Jan 13, 2026 Congress
August Pfluger sell
$1,001 - $15,000 — House

Price Targets

$28.00 +1.7% upside Hold
Current $27.52 Low $18.00 Median $28.00 High $45.00 13 analysts
$18.00 $45.00

Analyst Ratings

Sell24% buy · 21 analysts
3Strong Buy
2Buy
8Hold
5Sell
3Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 19, 2026 Rosenblatt MAINTAIN Buy → Buy
May 4, 2026 Citigroup MAINTAIN Sell → Sell
May 4, 2026 Barrington Research MAINTAIN Outperform → Outperform
May 1, 2026 JP Morgan MAINTAIN Neutral → Neutral
May 1, 2026 Evercore ISI Group MAINTAIN In-Line → In-Line

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.78 $0.69 — $0.92 38% YoY 11
Next Q $0.81 $0.74 — $0.90 -4% YoY 11
Current FY $3.12 $2.93 — $3.47 40% YoY 12
Next FY $3.37 ▲ +3.7% $3.08 — $3.84 8% YoY 12

Top Institutional Holders

FundValueMove
Erste Asset Management GmbH
BERKSHIRE HATHAWAY INC$2.9B
BlackRock, Inc.$222.1M
VANGUARD PORTFOLIO MANAGEMENT LLC$200.9M
VANGUARD CAPITAL MANAGEMENT LLC$191.6M

Reddit Sentiment

40°
Cool
Bearish Neutral Bullish
6 mentions 0 bullish 2 bearish

Congressional Trades

2 members: 0 buys, 2 sells
MemberPartyTypeAmount
John HickenlooperDSELL$50,001 - $100,000
August PflugerRSELL$1,001 - $15,000
50 institutional holders with $4.8B total value (206,341,700 shares) as of 2026-Q1. Top holders: Erste, BERKSHIRE, BlackRock,. Net buying activity: 26 institutions added/increased vs 17 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1Erste Asset Management GmbH$0.000.0%
2BERKSHIRE HATHAWAY INC124,807,117$2.9B60.5%
3BlackRock, Inc.9,625,184$222.1M4.7%
4VANGUARD PORTFOLIO MANAGEMENT LLC8,704,748$200.9M4.2%
5VANGUARD CAPITAL MANAGEMENT LLC8,303,630$191.6M4.0%
6DIMENSIONAL FUND ADVISORS LP6,301,181$145.4M3.1%DOUBLED +262.1%
7SUSQUEHANNA INTERNATIONAL GROUP, LLP4,620,400$106.6M2.2%
8GOLDMAN SACHS GROUP INC3,913,128$90.3M1.9%
9CANADA PENSION PLAN INVESTMENT BOARD3,860,924$89.1M1.9%DOUBLED +105.9%
10STATE STREET CORP3,547,616$81.9M1.7%
11CITADEL ADVISORS LLC3,261,642$75.3M1.6%
12AMERIPRISE FINANCIAL INC2,414,999$55.7M1.2%
13MORGAN STANLEY2,156,763$49.8M1.0%ADD +26.0%
14HSBC HOLDINGS PLC1,795,954$41.6M0.9%DOUBLED +858.4%
15TWO SIGMA INVESTMENTS, LP1,777,219$41.0M0.9%ADD +30.3%
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,740,191$40.2M0.8%
17SUSQUEHANNA INTERNATIONAL GROUP, LLP1,427,600$32.9M0.7%
18WEITZ INVESTMENT MANAGEMENT, INC.1,293,000$29.8M0.6%
19Gotham Asset Management, LLC1,238,571$28.6M0.6%ADD +46.9%
20VANGUARD FIDUCIARY TRUST CO1,161,228$26.8M0.6%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
DIMENSIONAL FUND ADVISORS LPDOUBLED1,740,3606,301,181+262.1%$145.4M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDDOUBLED1,875,2803,860,924+105.9%$89.1M2026-Q1
MORGAN STANLEYADD1,711,6872,156,763+26.0%$49.8M2026-Q1
Gotham Asset Management, LLCADD843,3651,238,571+46.9%$28.6M2026-Q1
FIRST TRUST ADVISORS LPDOUBLED373,910952,013+154.6%$22.0M2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDNEW901,000$20.8M2026-Q1
Allianz Asset Management GmbHADD480,428809,069+68.4%$18.7M2026-Q1
PRUDENTIAL FINANCIAL INCDOUBLED99,876691,237+592.1%$16.0M2026-Q1
PANAGORA ASSET MANAGEMENT INCNEW650,212$15.0M2026-Q1
Point72 Asset Management, L.P.TRIM946,100355,082-62.5%$8.2M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.TRIM580,841283,289-51.2%$6.5M2026-Q1
Mitsubishi UFJ Trust & Banking CorpADD191,161255,349+33.6%$5.9M2026-Q1
ENVESTNET ASSET MANAGEMENT INCADD101,100173,619+71.7%$4.0M2026-Q1
VICTORY CAPITAL MANAGEMENT INCDOUBLED37,972134,392+253.9%$3.1M2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCADD69,094116,582+68.7%$2.8M2026-Q1
Cerity Partners LLCDOUBLED53,074114,829+116.4%$2.7M2026-Q1
CWM, LLCDOUBLED41,612106,688+156.4%$2.5M2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C.TRIM206,402106,402-48.4%$2.5M2026-Q1
FMR LLCTRIM328,362103,808-68.4%$2.4M2026-Q1
TEACHER RETIREMENT SYSTEM OF TEXASADD66,58495,112+42.8%$2.2M2026-Q1
STIFEL FINANCIAL CORPTRIM141,09386,058-39.0%$2.0M2026-Q1
NATIXISTRIM122,33163,022-48.5%$1.5M2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THETRIM97,88160,642-38.0%$1.4M2026-Q1
GROUP ONE TRADING LLCTRIM66,01048,111-27.1%$1.1M2026-Q1
EXCHANGE TRADED CONCEPTS, LLCADD30,12046,881+55.6%$1.1M2026-Q1

No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Sell (24% buy). Based on 21 analysts: 3 strong buy, 2 buy, 8 hold, 5 sell, 3 strong sell.

Analyst Price Targets

$28.00 mean target +1.7% upside Hold (3.00)
$18.00 Low $45.00 High
MetricValue
Current Price$27.52
Target Low$18.00
Target Mean$28.00
Target Median$28.00
Target High$45.00
# Analysts13
RecommendationHold (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.78 $0.69 $0.92 37.6% +0.2% 5↑ 5↓ $2.1B -0.1% 11
Next Q
2026-09-30
$0.81 $0.74 $0.90 -3.8% -0.4% 4↑ 7↓ $2.2B -0.3% 11
Current FY
2026-12-31
$3.12 $2.93 $3.47 39.9% +0.2% 6↑ 6↓ $8.6B 0.1% 12
Next FY
2027-12-31
$3.37 $3.08 $3.84 8.0% +3.7% 11↑ 1↓ $8.7B 1.3% 12

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.784
7d ago$0.794-0.009
30d ago$0.783+0.001
60d ago$0.784+0.001
90d ago$0.784+0.001
7 analyst firms have rated this stock: 2 upgrades, 1 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 19, 2026 Rosenblatt MAINTAIN Buy Buy
May 4, 2026 Citigroup MAINTAIN Sell Sell
May 4, 2026 Barrington Research MAINTAIN Outperform Outperform
May 1, 2026 JP Morgan MAINTAIN Neutral Neutral
May 1, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Apr 24, 2026 Guggenheim MAINTAIN Buy Buy
Apr 23, 2026 Rosenblatt UPGRADE Neutral Buy
Feb 10, 2026 JP Morgan UPGRADE Underweight Neutral
Feb 6, 2026 Seaport Global DOWNGRADE Buy Neutral
Feb 6, 2026 Rosenblatt MAINTAIN Neutral Neutral
Feb 5, 2026 Barrington Research MAINTAIN Outperform Outperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20263285324%
May 1, 20263285324%
Apr 1, 20263195319%
Mar 1, 202621105314%
Feb 1, 20262286319%
Jan 1, 20262276320%
Strong BuyBuyHoldSellStrong Sell
2 members of Congress traded this stock: 0 buys, 2 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Feb 5, 2026John HickenlooperDSENATESELL$50,001 - $100,000Sirius XM Holdings IncMar 5, 2026 (28d)
Jan 13, 2026August PflugerRHOUSESELL$1,001 - $15,000Sirius XM Holdings IncFeb 12, 2026 (31d)
40°
Cool
Bearish Neutral Bullish
6 mentions 0 bullish 2 bearish 6 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Apr 22, 2026140° Cool011
Apr 22, 2026140° Cool011
Apr 20, 2026150° Neutral001
Apr 13, 2026150° Neutral001
Apr 13, 2026150° Neutral001
Feb 20, 2026144° Neutral001

Recent Reddit Threads

r/wallstreetbets Bearish 1mo ago
$SIRI don’t miss out!
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 1mo ago
$SIRI
▲ 1 💬 0 ⚡ 0.5
r/pennystocks Neutral 3mo ago
Sirius XM (SIRI) - Subscription Audio Cash Flow Story Hiding in Plain Sight
▲ 1 💬 1 ⚡ 0.0
Jun 12, 2026
short_volume
Short Volume: SIRI — 71.3% short (1.0M / 1.4M)
Short: 1,019,086 | Exempt: 1,097 | TRF Vol: 1,429,922 | Short Ratio: 71.3% | Off-exchange volume (dark pool + OTC)
Jun 11, 2026
short_volume
Short Volume: SIRI — 70.4% short (1.3M / 1.9M)
Short: 1,342,899 | Exempt: 2,000 | TRF Vol: 1,908,681 | Short Ratio: 70.4% | Off-exchange volume (dark pool + OTC)
Jun 9, 2026
short_volume
Short Volume: SIRI — 55.8% short (2.2M / 4.0M)
Short: 2,224,124 | Exempt: 967 | TRF Vol: 3,983,627 | Short Ratio: 55.8% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: SIRI — 56.6% short (0.9M / 1.5M)
Short: 868,320 | Exempt: 3,653 | TRF Vol: 1,534,944 | Short Ratio: 56.6% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: SIRI — 59.9% short (0.8M / 1.3M)
Short: 776,141 | Exempt: 937 | TRF Vol: 1,295,333 | Short Ratio: 59.9% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: SIRI — 57.3% short (0.9M / 1.6M)
Short: 920,732 | Exempt: 11,864 | TRF Vol: 1,605,709 | Short Ratio: 57.3% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: SIRI — 64.2% short (1.8M / 2.7M)
Short: 1,751,952 | Exempt: 1,311 | TRF Vol: 2,728,435 | Short Ratio: 64.2% | Off-exchange volume (dark pool + OTC)
May 25, 2026
dark_pool
Dark Pool: SIRI — 4.2M shares, 75,705 trades
Week starting 2026-05-25. Total ATS volume: 4,224,173 shares across 75,705 trades.
May 21, 2026
short_volume
Short Volume: SIRI — 64.3% short (2.5M / 3.8M)
Short: 2,455,362 | Exempt: 1,001 | TRF Vol: 3,821,256 | Short Ratio: 64.3% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: SIRI — 64.8% short (1.0M / 1.6M)
Short: 1,049,162 | Exempt: 995 | TRF Vol: 1,619,545 | Short Ratio: 64.8% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: SIRI — 66.5% short (0.7M / 1.0M)
Short: 650,213 | Exempt: 0 | TRF Vol: 978,205 | Short Ratio: 66.5% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: SIRI — 5.3M shares, 84,478 trades
Week starting 2026-05-18. Total ATS volume: 5,262,837 shares across 84,478 trades.
May 15, 2026
short_volume
Short Volume: SIRI — 59.1% short (0.5M / 0.9M)
Short: 532,937 | Exempt: 141 | TRF Vol: 901,890 | Short Ratio: 59.1% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: SIRI — 3.8M shares, 68,277 trades
Week starting 2026-05-11. Total ATS volume: 3,761,368 shares across 68,277 trades.
May 4, 2026
dark_pool
Dark Pool: SIRI — 4.3M shares, 72,682 trades
Week starting 2026-05-04. Total ATS volume: 4,328,742 shares across 72,682 trades.