Sirius XM (NASDAQ:SIRI) Issues Quarterly Earnings Results

Sirius XM (NASDAQ:SIRI) announced its quarterly earnings results on Thursday. The company reported $0.24 EPS for the quarter, missing the consensus estimate of $0.77 by ($0.53), Briefing.com reports. Sirius XM had a return on equity of 8.79% and a net margin of 11.61%.The business had revenue of $2.19 billion for the quarter, compared to analyst estimates of $2.17 billion. During the same quarter last year, the company earned $0.83 EPS. The business’s revenue for the quarter was up .1% compared to the same quarter last year.

Here are the key takeaways from Sirius XM’s conference call:

• Financial outperformance: SiriusXM exceeded its 2025 guidance with $8.56B revenue, $2.67B adjusted EBITDA and $1.26B free cash flow, returned capital to shareholders and cut debt by $669M, leaving net debt/EBITDA at ~3.6x with a plan to reach low‑ to mid‑3x later this year.
• Subscription and product momentum: Renewed key content (three‑year Howard Stern deal), expanded programming (new channels, sports rights), grew 360L penetration and launched Continuous Service and Companion subscriptions, which helped Q4 self‑pay net adds of +110k and kept churn low (~1.5%).
• Ad and podcast leadership: Podcast ad revenue grew 41% in 2025, SiriusXM claims the #1 podcast network with programmatic demand up >92% YoY in Q4 and cross‑platform video/social revenue up 4x, driving higher‑margin ad growth.
• 2026 outlook and trade‑offs: Management guides to roughly flat 2026 revenue (~$8.5B) and adjusted EBITDA (~$2.6B) with FCF rising to ~$1.35B, while warning of modestly lower self‑pay net adds (timing of Companion rollouts) and noting $436M of impairments/restructuring charges in 2025 as it pursues an additional $100M of cost savings.

Sirius XM Stock Performance

Sirius XM stock traded up $1.89 on Thursday, hitting $22.62. The company’s stock had a trading volume of 17,043,073 shares, compared to its average volume of 5,443,888. Sirius XM has a one year low of $18.69 and a one year high of $27.41. The firm has a market cap of $7.61 billion, a P/E ratio of 8.01, a price-to-earnings-growth ratio of 0.27 and a beta of 0.93. The company has a quick ratio of 0.31, a current ratio of 0.31 and a debt-to-equity ratio of 0.78. The company has a fifty day moving average price of $20.91 and a 200-day moving average price of $21.86.

Sirius XM Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, February 27th. Shareholders of record on Wednesday, February 11th will be issued a $0.27 dividend. This represents a $1.08 annualized dividend and a yield of 4.8%. The ex-dividend date of this dividend is Wednesday, February 11th. Sirius XM’s payout ratio is 38.16%.

Sirius XM News Roundup

Here are the key news stories impacting Sirius XM this week:

• Positive Sentiment: Adjusted earnings beat Wall Street estimates — Zacks highlights quarterly adjusted EPS of $0.84 versus a $0.77 consensus, which supports a positive near‑term reaction to the report. Sirius XM (SIRI) Q4 Earnings and Revenues Beat Estimates
• Positive Sentiment: Revenue slightly above expectations — reported revenue was ~$2.19B, modestly ahead of the consensus (~$2.17B), which helps justify the stock bump despite other weaknesses. Sirius XM (SIRI) Reports Q4 Earnings: What Key Metrics Have to Say
• Neutral Sentiment: Company released formal results, slide deck and call — the PR/earnings packet and conference‑call materials are available for investors to dig into subscriber, ARPU and margin details that will drive medium‑term outlook. SiriusXM Reports Fourth Quarter and Full-Year 2025 Operating and Financial Results
• Neutral Sentiment: Some outlets report GAAP vs. adjusted divergence — Seeking Alpha and MarketBeat highlight GAAP EPS of $0.24 (well below consensus) while other outlets focus on adjusted EPS; investors should watch company reconciliation between GAAP and adjusted results. Sirius XM Holdings Inc. GAAP EPS of $0.24, revenue of $2.19B beats by $20M
• Negative Sentiment: FY‑2026 revenue guidance appears slightly light — the company cited ~$8.5B revenue guidance versus a ~ $8.6B consensus, which may temper upside from the quarter if management is signaling slower growth ahead. View Press Release / Slide Deck
• Negative Sentiment: $28M telemarketing settlement — Sirius XM agreed to a roughly $28M settlement related to alleged telemarketing violations; it’s manageable vs. market cap but is a headline legal expense and a small near‑term drag. SiriusXM agrees to $28M settlement over alleged telemarketing

Institutional Trading of Sirius XM

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Brighton Jones LLC acquired a new stake in shares of Sirius XM during the 4th quarter worth about $622,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its stake in Sirius XM by 11.1% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 925,313 shares of the company’s stock worth $20,861,000 after buying an additional 92,111 shares during the last quarter. Focus Partners Wealth increased its holdings in shares of Sirius XM by 5.2% during the first quarter. Focus Partners Wealth now owns 16,273 shares of the company’s stock worth $367,000 after buying an additional 800 shares in the last quarter. Geneos Wealth Management Inc. raised its stake in shares of 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 acquiring an additional 493 shares during the last quarter. Finally, Sivia Capital Partners LLC acquired a new position in shares of Sirius XM in the 2nd quarter worth approximately $208,000. Institutional investors own 10.69% of the company’s stock.

Analysts Set New Price Targets

Several research firms have commented on SIRI. JPMorgan Chase & Co. increased their target price on shares of Sirius XM from $19.00 to $20.00 and gave the stock an “underweight” rating in a research report on Friday, October 31st. Rosenblatt Securities reissued a “neutral” rating and set a $23.00 price objective on shares of Sirius XM in a report on Monday, December 1st. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Sirius XM in a research report on Monday, December 29th. Moffett Nathanson assumed coverage on Sirius XM in a report on Tuesday, January 27th. They set a “neutral” rating and a $21.00 price target on the stock. Finally, Benchmark reissued a “buy” rating and issued a $30.00 price target (up previously from $28.00) on shares of Sirius XM in a research report on Friday, October 31st. Three equities research analysts have rated the stock with a Buy rating, four have given a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $23.88.

About Sirius XM

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.