SiriusXM Holdings Inc. (SIRI)

Over the past six months, SiriusXM's stock price has been influenced by several events. The company reported a return to profitability in Q3 2025, affirming its quarterly dividend. An ex-dividend date was set for November 5, 2025. Director Kristina Salen sold shares in November. Rosenblatt Securities increased its target price for SiriusXM in August. Q2 results indicated a year-over-year decline in revenue and net income, but management reaffirmed its full-year guidance. Bank of America Securities maintained a 'Sell' rating on SIRI stock in early May. The stock price fell by 0.381% on November 26, 2025, and has seen a 3.55% decrease over the preceding 10 days. CFO Tom Barry stepped down and was succeeded by Zac Coughlin. Management is actively repositioning the company.

SiriusXM's products and services exhibit some demand seasonality, particularly in its content offerings. The company adds more specific types of stations seasonally, such as dedicated Christmas stations during the holiday period, suggesting that listener engagement and subscription interest can fluctuate with seasonal content.

SiriusXM Holdings Inc. is a North American audio entertainment company operating in the Consumer Discretionary sector. It offers a diverse portfolio of audio businesses, including SiriusXM, Pandora, and an expansive podcast network. SiriusXM delivers various audio content via satellite radio and streaming, while Pandora offers a personalized music and podcast streaming platform. The company also distributes satellite radios and provides connected vehicle services.

SiriusXM Holdings Inc. primarily operates in North America, serving the United States and Canada. It has a significant physical presence across the U.S., with facilities in states such as New York, Washington D.C., New Jersey, Florida, Michigan, Tennessee, Georgia, Virginia, California, and Texas. Its headquarters are in New York City.

SiriusXM's brand reputation has been influenced by strategic initiatives and content partnerships. The company renewed its partnership with the National Basketball Association and extended its contract with Andy Cohen. SiriusXM also expanded its integration with Amazon DSP. In December 2024, SiriusXM unveiled an updated strategic plan, emphasizing its core subscription business, leveraging its advertising segment, and focusing on efficiency, margins, and free cash flow generation. SiriusXM is perceived as holding up well for value investors due to its consistent generation of over $1 billion in annual free cash flow.

SiriusXM Holdings Inc. has a significant institutional ownership base, with 838 institutional owners holding a total of 257,214,770 shares. Major institutional shareholders include Berkshire Hathaway Inc., Vanguard Group Inc., and BlackRock, Inc. Berkshire Hathaway Inc. is the largest institutional shareholder, holding approximately 35.44% of SIRI shares. Significant individual or insider shareholders include Liberty Media Corp, Liberty Sirius XM Holdings Inc, Starz, and Gregory B. Maffei.