Mitsubishi UFJ Trust & Banking Corp Purchases 86,614 Shares of Sirius XM Holdings Inc. $SIRI

Mitsubishi UFJ Trust & Banking Corp grew its position in shares of Sirius XM Holdings Inc. (NASDAQ:SIRI) by 82.8% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 191,161 shares of the company’s stock after buying an additional 86,614 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp’s holdings in Sirius XM were worth $3,822,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Berkshire Hathaway Inc lifted its holdings in shares of Sirius XM by 4.2% during the 3rd quarter. Berkshire Hathaway Inc now owns 124,807,117 shares of the company’s stock valued at $2,904,886,000 after buying an additional 5,030,425 shares during the period. AQR Capital Management LLC raised its holdings in Sirius XM by 165.2% in the 2nd quarter. AQR Capital Management LLC now owns 5,191,440 shares of the company’s stock worth $117,327,000 after purchasing an additional 3,233,922 shares during the period. Ameriprise Financial Inc. raised its holdings in Sirius XM by 4.8% in the 3rd quarter. Ameriprise Financial Inc. now owns 2,635,274 shares of the company’s stock worth $61,336,000 after purchasing an additional 119,755 shares during the period. Check Capital Management Inc. CA raised its holdings in Sirius XM by 76.7% in the 3rd quarter. Check Capital Management Inc. CA now owns 2,061,843 shares of the company’s stock worth $47,989,000 after purchasing an additional 895,247 shares during the period. Finally, Two Sigma Investments LP raised its holdings in Sirius XM by 270.0% in the 3rd quarter. Two Sigma Investments LP now owns 1,933,521 shares of the company’s stock worth $45,003,000 after purchasing an additional 1,410,963 shares during the period. 10.69% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of equities analysts recently commented on SIRI shares. Guggenheim reaffirmed a “buy” rating and issued a $34.00 target price (up from $29.00) on shares of Sirius XM in a report on Friday, April 24th. Weiss Ratings raised Sirius XM from a “sell (d+)” rating to a “hold (c)” rating in a report on Friday. Rosenblatt Securities raised Sirius XM from a “neutral” rating to a “buy” rating and raised their target price for the stock from $24.00 to $46.00 in a report on Thursday, April 23rd. UBS Group set a $24.00 target price on Sirius XM in a report on Tuesday, February 10th. Finally, Moffett Nathanson started coverage on Sirius XM in a report on Tuesday, January 27th. They issued a “neutral” rating and a $21.00 target price on the stock. Four analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $27.70.

Key Stories Impacting Sirius XM

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

• Positive Sentiment: Q1 results beat expectations — SiriusXM reported $0.72 EPS vs. ~$0.70 consensus and $2.09B revenue (vs. ~$2.07B), with revenue up ~1.1% YoY; management highlighted margin and profit growth that supports cash returns. SiriusXM Reports First Quarter 2026 Operating and Financial Results
• Positive Sentiment: SiriusXM shed fewer subscribers in Q1, suggesting content initiatives and pricing are reducing churn — an important sign for recurring revenue stability. SiriusXM sheds fewer subscribers in the first quarter on content strength
• Positive Sentiment: Advertising and Pandora contribution boosted profitability; Billboard notes double‑digit profit growth driven by subscription price increases and Pandora ad revenue. SiriusXM Posts Double-Digit Profit Growth on Subscription Price Hikes, Pandora’s Ad Revenue
• Positive Sentiment: Company targets ~ $1.35B in 2026 free cash flow and plans to launch YouTube audio ads this fall — a new monetization channel that could lift ad revenue and FCF. SiriusXM targets ~$1.35B 2026 free cash flow while launching YouTube audio ads this fall
• Positive Sentiment: Deal chatter: Sirius XM is reportedly exploring a purchase of iHeartMedia — a strategic combination could create scale in audio advertising and content, supporting longer‑term growth expectations (still speculative). Deal Dispatch: Sirius XM Mulls Purchase Of iHeartMedia, Uber Buys FlyTaxi, Wren Kitchens Bankruptcy
• Neutral Sentiment: Large options activity — unusually heavy call buying was reported, indicating some traders are positioning for further upside, but options alone are speculative. Listen to Conference Call
• Neutral Sentiment: Analyst/media momentum pieces (Zacks, Yahoo) profile SIRI as a momentum/value play; helpful for sentiment but not new company fundamentals. Sirius XM (SIRI) is a Great Momentum Stock: Should You Buy?
• Neutral Sentiment: SiriusXM confirmed no new material risks since its 2025 10‑K, reaffirming existing SEC disclosures — reduces regulatory uncertainty but is not a growth driver. Sirius XM Confirms No New Material Risks Since 2025 10-K, Reaffirming Existing SEC Disclosures
• Negative Sentiment: JPMorgan raised its price target from $24 to $26 but kept a “neutral” rating — the PT implies limited upside from current levels, which could cap near‑term analyst-driven gains. Benzinga

Sirius XM Stock Performance

Shares of SIRI stock opened at $27.22 on Monday. Sirius XM Holdings Inc. has a 52-week low of $19.71 and a 52-week high of $28.77. The company has a debt-to-equity ratio of 0.83, a quick ratio of 0.44 and a current ratio of 0.44. The firm has a market capitalization of $9.16 billion, a PE ratio of 11.49, a PEG ratio of 0.72 and a beta of 0.94. The stock has a fifty day simple moving average of $23.48 and a two-hundred day simple moving average of $21.97.

Sirius XM (NASDAQ:SIRI) last issued its quarterly earnings data on Thursday, April 30th. The company reported $0.72 earnings per share for the quarter, beating analysts’ consensus estimates of $0.70 by $0.02. The firm had revenue of $2.09 billion during the quarter, compared to analyst estimates of $2.07 billion. Sirius XM had a return on equity of 9.19% and a net margin of 9.86%.The business’s quarterly revenue was up 1.1% compared to the same quarter last year. During the same quarter last year, the business posted $0.59 earnings per share. On average, analysts predict that Sirius XM Holdings Inc. will post 3.09 EPS for the current fiscal year.

Sirius XM Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, May 27th. Stockholders of record on Monday, May 11th will be given a dividend of $0.27 per share. The ex-dividend date is Monday, May 11th. This represents a $1.08 dividend on an annualized basis and a dividend yield of 4.0%. Sirius XM’s dividend payout ratio (DPR) is presently 45.57%.

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.