Sirius XM (NASDAQ:SIRI) Posts Quarterly Earnings Results, Misses Expectations By $0.53 EPS

Sirius XM (NASDAQ:SIRI) announced its earnings results on Thursday. The company reported $0.24 earnings per share for the quarter, missing analysts’ consensus estimates of $0.77 by ($0.53), Briefing.com reports. Sirius XM had a net margin of 11.61% and a return on equity of 8.79%. The business had revenue of $2.19 billion during the quarter, compared to analyst estimates of $2.17 billion. During the same quarter last year, the business posted $0.83 earnings per share. The business’s quarterly revenue 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 Trading Up 9.1%

Shares of NASDAQ:SIRI traded up $1.89 during mid-day trading on Thursday, reaching $22.62. The stock had a trading volume of 17,043,073 shares, compared to its average volume of 5,443,888. The firm has a 50 day simple moving average of $20.91 and a two-hundred day simple moving average of $21.86. Sirius XM has a twelve month low of $18.69 and a twelve month high of $27.41. The firm has a market cap of $7.61 billion, a PE ratio of 8.01, a price-to-earnings-growth ratio of 0.27 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 Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, February 27th. Investors of record on Wednesday, February 11th will be given a $0.27 dividend. This represents a $1.08 dividend on an annualized basis and a dividend yield of 4.8%. The ex-dividend date is Wednesday, February 11th. Sirius XM’s dividend payout ratio (DPR) is currently 38.16%.

Institutional Investors Weigh In On Sirius XM

Several hedge funds have recently bought and sold shares of the company. Geneos Wealth Management Inc. grew its holdings in shares of Sirius XM by 36.7% in the 1st quarter. Geneos Wealth Management Inc. now owns 1,836 shares of the company’s stock valued at $41,000 after buying an additional 493 shares during the period. Tower Research Capital LLC TRC lifted its holdings in Sirius XM by 139.7% during the second quarter. Tower Research Capital LLC TRC now owns 5,363 shares of the company’s stock worth $123,000 after acquiring an additional 3,126 shares in the last quarter. EverSource Wealth Advisors LLC grew its stake in Sirius XM by 217.5% in the second quarter. EverSource Wealth Advisors LLC now owns 5,950 shares of the company’s stock valued at $137,000 after acquiring an additional 4,076 shares during the period. Smartleaf Asset Management LLC increased its holdings in shares of Sirius XM by 10,071.7% in the second quarter. Smartleaf Asset Management LLC now owns 6,103 shares of the company’s stock worth $138,000 after acquiring an additional 6,043 shares in the last quarter. Finally, Sivia Capital Partners LLC acquired a new stake in shares of Sirius XM during the second quarter worth about $208,000. 10.69% of the stock is currently owned by institutional investors and hedge funds.

Key Sirius XM News

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

Analyst Ratings Changes

Several equities research analysts have weighed in on SIRI shares. Benchmark restated a “buy” rating and issued a $30.00 price objective (up previously from $28.00) on shares of Sirius XM in a research report on Friday, October 31st. Barrington Research reissued an “outperform” rating and issued a $28.00 price target on shares of Sirius XM in a report on Thursday. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Sirius XM in a report on Monday, December 29th. Rosenblatt Securities reissued a “neutral” rating and issued a $23.00 target price on shares of Sirius XM in a research note on Monday, December 1st. Finally, Moffett Nathanson began coverage on Sirius XM in a research note on Tuesday, January 27th. They set a “neutral” rating and a $21.00 price target on the stock. Three analysts have rated the stock with a Buy rating, four have assigned a Hold rating and three have given a Sell rating to the stock. According to MarketBeat.com, the company has an average 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.