Sirius XM (NASDAQ:SIRI) Trading Down 5.8% – What’s Next?

Sirius XM Holdings Inc. (NASDAQ:SIRI) shares fell 5.8% on Friday . The company traded as low as $21.11 and last traded at $21.2950. 1,807,496 shares traded hands during trading, a decline of 68% from the average session volume of 5,587,786 shares. The stock had previously closed at $22.60.

Key Headlines Impacting Sirius XM

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

• Positive Sentiment: Strong free cash flow and guidance: management is guiding materially higher FCF for 2026–2027, and analysts/notes highlight a resilient 16% FCF yield and targeted cost savings that underpin buy cases. Sirius XM: Cash Flow Resilience Is Underappreciated
• Positive Sentiment: Earnings-driven upside and investor reaction: coverage notes a strong earnings print and investor enthusiasm that produced a sizable intraday jump after the release, driven by beat/adjusted metrics and the outlook. Sirius (SIRI) Climbs 9% on Earnings Blowout
• Positive Sentiment: Analyst bullishness: Barrington Research reaffirmed an outperform rating with a $28 price target, citing the company’s cash generation and growth prospects. Such coverage supports upside sentiment. Sirius XM: Strong Free Cash Flow, 360L Growth, and Undemanding Valuation Support Buy Rating
• Neutral Sentiment: Mixed headline EPS/revenue metrics: outlets report revenue roughly flat year?over?year and differing takes on GAAP vs. adjusted EPS; the company’s release/slides contain the full detail for investors to reconcile. SiriusXM Reports Fourth Quarter and Full-Year 2025 Operating and Financial Results
• Neutral Sentiment: Analyst target tweak but cautious stance: Rosenblatt raised its price target to $24 while keeping a neutral rating — modest upside but not a consensus upgrade to buy. Benzinga
• Neutral Sentiment: Subscriber and content trends: company ended the year near ~33M subscribers with some outlets noting on?demand/exclusive content driving surprise subscriber gains even as revenue faces pressure. SiriusXM posts surprise subscriber growth on demand for exclusive content
• Negative Sentiment: $28M settlement: Sirius XM agreed to a roughly $28M settlement related to alleged telemarketing; this is a headwind and potential near?term cash/PR negative. SiriusXM agrees to $28M settlement over alleged telemarketing

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on SIRI shares. Barrington Research reaffirmed an “outperform” rating and set a $28.00 price target on shares of Sirius XM in a research report on Thursday. Benchmark restated a “buy” rating and set a $30.00 target price (up previously from $28.00) on shares of Sirius XM in a research report on Friday, October 31st. Weiss Ratings reiterated a “hold (c-)” rating on shares of Sirius XM in a research report on Monday, December 29th. JPMorgan Chase & Co. boosted their price target on Sirius XM from $19.00 to $20.00 and gave the company an “underweight” rating in a research note on Friday, October 31st. Finally, Moffett Nathanson assumed coverage on Sirius XM in a research note on Tuesday, January 27th. They set a “neutral” rating and a $21.00 price objective on the stock. Three investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and three have given a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $24.00.

Sirius XM Price Performance

The company’s 50-day moving average is $20.94 and its 200-day moving average is $21.87. The firm has a market cap of $7.38 billion, a price-to-earnings ratio of 7.75, a price-to-earnings-growth ratio of 0.28 and a beta of 0.93. The company has a current ratio of 0.31, a quick ratio of 0.31 and a debt-to-equity ratio of 0.78.

Sirius XM Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, February 27th. Stockholders of record on Wednesday, February 11th will be issued a dividend of $0.27 per share. The ex-dividend date of this dividend is Wednesday, February 11th. This represents a $1.08 dividend on an annualized basis and a dividend yield of 4.9%. Sirius XM’s payout ratio is 38.16%.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of SIRI. Brighton Jones LLC acquired a new position in shares of Sirius XM during the fourth quarter worth $622,000. Hsbc Holdings PLC grew its position in Sirius XM by 779.4% during the 2nd quarter. Hsbc Holdings PLC now owns 115,237 shares of the company’s stock worth $2,639,000 after acquiring an additional 102,133 shares during the last quarter. SG Americas Securities LLC increased its holdings in Sirius XM by 292.5% in the 3rd quarter. SG Americas Securities LLC now owns 113,728 shares of the company’s stock worth $2,647,000 after purchasing an additional 84,751 shares in the last quarter. Tweedy Browne Co LLC acquired a new position in Sirius XM in the 2nd quarter worth about $289,000. Finally, CWM LLC raised its position in Sirius XM by 126.3% in the second quarter. CWM LLC now owns 120,436 shares of the company’s stock valued at $2,766,000 after purchasing an additional 67,222 shares during the last quarter. Institutional investors own 10.69% of the company’s stock.

Sirius XM Company 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.