SiriusPoint Ltd.

Informe acción NYSE:SPNT

Capitalización de mercado: US$2.8b

SiriusPoint Dirección

Dirección controles de criterios 3/4

El CEO de SiriusPoint es Scott Egan , nombrado en Sep 2022, tiene una permanencia de 3.67 años. compensación anual total es $9.82M, compuesta por 11.9% salario y 88.1% primas, incluidas acciones y opciones de la empresa. posee directamente un 1.14% de las acciones de la empresa, por valor de $31.67M. La antigüedad media del equipo directivo y de la junta directiva es de 3.5 años y 4 años, respectivamente.

Información clave

Scott Egan

Chief Executive Officer (CEO)

US$9.8m

Compensación total

Porcentaje del salario del CEO11.91%
Permanencia del CEO3.7yrs
Participación del CEO1.1%
Permanencia media de la dirección3.5yrs
Promedio de permanencia en la Junta Directiva4yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa May 04

SPNT: Reorganization And Buy Rating Will Test Execution And Earnings Resilience

Analysts have modestly raised their $23.00 price target on SiriusPoint, reflecting updated assumptions around revenue, profit margins, and future P/E. This revision is supported by renewed Buy-rated coverage from the Street.
Actualización de narrativa Apr 20

SPNT: Neutral Outlook Will Weigh Reorganization Benefits Against Execution And Earnings Risks

Analysts have adjusted their SiriusPoint price target to $23.00, with the change supported by updated assumptions around slightly higher revenue growth, an improved profit margin outlook, and a lower future P/E multiple. Analyst Commentary Recent Street research around SiriusPoint centers on whether the current share price already reflects the updated $23.00 target, especially given the revised assumptions on revenue, margins, and a lower future P/E multiple.
Actualización de narrativa Apr 03

SPNT: Neutral Outlook Will Balance Capital Moves With Execution And Earnings Risks

The analyst price target for SiriusPoint has increased from $22 to $23, with analysts citing revised assumptions around fair value, revenue growth, profit margin, and future P/E to support this change. Analyst Commentary Recent research coverage has taken a measured stance on SiriusPoint, with the new analysis tending to frame the current price target in the context of execution risk, valuation assumptions, and the durability of earnings.
Actualización de narrativa Mar 20

SPNT: Neutral Coverage And Capital Moves Will Set Up Bullish Repricing

Analysts trimmed their price target on SiriusPoint by $0.59 due to slightly lower profit margin assumptions and a higher future P/E multiple following recent neutral research coverage. Analyst Commentary Recent neutral research coverage frames SiriusPoint as fairly balanced at current levels, with the trimmed price target reflecting fine tuning of profit margin expectations and a higher assumed future P/E multiple rather than a major shift in the core thesis.
Seeking Alpha Mar 13

Tracking Dan Loeb's Third Point Portfolio - Q4 2025 Update

Summary Third Point’s Q4 2025 13F portfolio shrank to $7.27B, with top holdings in PG&E, Nvidia, Amazon, Microsoft, and Union Pacific. Significant stake increases occurred in NVDA, UNP, CRH, SGI, BN, LYV, MTZ, and VST, reflecting conviction in these names despite overall portfolio contraction. New positions were initiated in CMG and CEG at higher prices than current levels, while major exits included FLUT, META, APO, and several smaller holdings. Portfolio remains highly concentrated, with 22% in the top three names, and recent moves show active management in response to market price shifts. Read the full article on Seeking Alpha
Actualización de narrativa Mar 06

SPNT: Neutral Rating And Share Actions Will Set Up Rerating Potential

Narrative Update on SiriusPoint Analysts have reset their price target on SiriusPoint from $27.50 to $24.00, citing revised assumptions around growth, profitability, discount rates and a higher future P/E multiple, alongside recent neutral research coverage. Analyst Commentary Recent research coverage on SiriusPoint has taken a neutral stance overall, focusing on how updated assumptions around growth, profitability and discount rates line up with the new US$24.00 price target.
Actualización de narrativa Feb 19

SPNT: Neutral Stance Will Weigh Capital Simplification Against Execution Risks

Analysts have maintained their $22.00 price target on SiriusPoint, citing updated assumptions for revenue growth, profit margins, and future P/E, along with the recent neutral initiation of coverage by Raymond James. Analyst Commentary Recent research commentary around SiriusPoint has leaned cautious, with the neutral initiation signaling that some analysts see a balance between potential upside and key execution risks.
Actualización de narrativa Feb 05

SPNT: Neutral Outlook Will Weigh Capital Simplification Against Execution Risks

Analysts have lifted their price target on SiriusPoint from US$21.00 to US$22.00, citing updated assumptions around revenue growth, profit margins, and future P/E as key drivers of the change. Analyst Commentary Recent Street research on SiriusPoint, including a neutral initiation, points to a more balanced view, where potential upside is weighed against clear execution and valuation risks.
Actualización de narrativa Oct 04

Rising Global Reinsurance Demand Will Unlock Specialty Potential

Analysts have raised their price target for SiriusPoint from $25.33 to $27.50. This reflects a more optimistic outlook based on slightly higher projected revenue growth and modest adjustments in key valuation metrics.
Artículo de análisis Jul 24

Potential Upside For SiriusPoint Ltd. (NYSE:SPNT) Not Without Risk

With a price-to-earnings (or "P/E") ratio of 15.4x SiriusPoint Ltd. ( NYSE:SPNT ) may be sending bullish signals at the...
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Nueva narrativa Jun 29

Refined Underwriting And Climate Reinsurance Will Unlock Opportunities

Enhanced specialty underwriting and analytics are driving sustainable earnings growth, increased profitability, and improved operating efficiency.
Artículo de análisis May 14

We Think Shareholders Are Less Likely To Approve A Large Pay Rise For SiriusPoint Ltd.'s (NYSE:SPNT) CEO For Now

Key Insights SiriusPoint will host its Annual General Meeting on 20th of May CEO Scott Egan's total compensation...
Artículo de análisis Mar 13

It's A Story Of Risk Vs Reward With SiriusPoint Ltd. (NYSE:SPNT)

With a price-to-earnings (or "P/E") ratio of 13.3x SiriusPoint Ltd. ( NYSE:SPNT ) may be sending bullish signals at the...
Artículo de análisis Aug 26

Not Many Are Piling Into SiriusPoint Ltd. (NYSE:SPNT) Just Yet

There wouldn't be many who think SiriusPoint Ltd.'s ( NYSE:SPNT ) price-to-sales (or "P/S") ratio of 0.9x is worth a...
Artículo de análisis May 08

Investors Holding Back On SiriusPoint Ltd. (NYSE:SPNT)

There wouldn't be many who think SiriusPoint Ltd.'s ( NYSE:SPNT ) price-to-sales (or "P/S") ratio of 0.8x is worth a...
Seeking Alpha Mar 06

Tracking Dan Loeb's Third Point Portfolio - Q4 2023 Update

Summary Dan Loeb's 13F portfolio value increased to $6.64B this quarter, with the top three holdings accounting for ~37% of the portfolio. Third Point returned 3.4% in 2023 compared to 26.3% for the S&P 500 Index. New stakes include Fleetcor Tech, Verizon, Apollo Global Management, McKesson Corp, EQT Corp, and Biomarin Pharma. Read the full article on Seeking Alpha
Artículo de análisis Jan 23

SiriusPoint Ltd. (NYSE:SPNT) Could Be Riskier Than It Looks

With a median price-to-sales (or "P/S") ratio of close to 1x in the Insurance industry in the United States, you could...
Seeking Alpha Jan 22

Revisiting SiriusPoint Common And Preferred

Summary SiriusPoint's preferred units have shot up nicely in recent months, generating strong returns for shareholders. SPNT's financial health has improved, with increased profits and a decline in some activities. The common units are still rated a 'buy' due to increased profitability, but the limited upside that remains necessitates a downgrade for the preferred units. Read the full article on Seeking Alpha
Seeking Alpha Sep 25

SiriusPoint Offers Extremely Undervalued 9.3% Bond And An Excellent Preferred Stock

Summary We first revisit our recommendation of SiriusPoint preferred stock from May of this year. Although SPNT-B has been a big winner for us since May, it is still the most undervalued among “qualified” BB+ rated preferred stocks plus it has a massive reset rate. At the current 5-year treasury note yield, the reset yield on SPNT-B will be 12% and it trades below par. SiriusPoint also offers an extremely undervalued bond with an investment grade BBB rating and an approximate 9.3% yield-to-maturity (YTM). A typical BBB bond has a YTM of around 6.3% making this 9.3% YTM bond the most undervalued bond in the market based on credit rating (in my opinion). Read the full article on Seeking Alpha
Seeking Alpha Feb 23

SiriusPoint GAAP EPS of -$0.17, revenue of $673.6M

SiriusPoint press release (NYSE:SPNT): Q4 GAAP EPS of -$0.17. Revenue of $673.6M (+69.2% Y/Y). Combined ratio of 90.4%, underwriting income of $58M. Core income of $25M. Net investment income of $52M. Tangible book value per diluted common share decreased $0.15, or 1.4%, from September 30, 2022 to $10.43 per share. Annualized return on average common equity of (5.7)%.
Seeking Alpha Oct 12

SiriusPoint appoints Steve Yendall as CFO

Insurer SiriusPoint (NYSE:SPNT) on Wednesday said it had appointed Steve Yendall as CFO, effective October 31, 2022. Yendall replaces David Junius, the company said in a statement. According to SPNT, Yendall is a 25-year veteran of the re/insurance industry, and was most recently managing director at Guy Carpenter, Canada and North America. SiriusPoint (SPNT) stock earlier closed -6.1% at $4.60.
Seeking Alpha Sep 07

Scott Egan is the new CEO of SiriusPoint

SiriusPoint (NYSE:SPNT) appoints Scott Egan as the company’s Chief Executive Officer, effective September 21st, 2022. Most recently the Chief Executive of Royal Sun Alliance UK & International, and a FTSE 100 board director for six years, Egan brings over 25 years of insurance industry experience to the company.
Seeking Alpha Aug 03

SiriusPoint GAAP EPS of -$0.38, revenue of $473.1M

SiriusPoint press release (NYSE:SPNT): Q2 GAAP EPS of -$0.38. Revenue of $473.1M (-15.7% Y/Y).

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Scott Egan en comparación con los beneficios de SiriusPoint?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

US$485m

Dec 31 2025US$10mUS$1m

US$443m

Sep 30 2025n/an/a

US$186m

Jun 30 2025n/an/a

US$106m

Mar 31 2025n/an/a

US$149m

Dec 31 2024US$9mUS$1m

US$176m

Sep 30 2024n/an/a

US$281m

Jun 30 2024n/an/a

US$330m

Mar 31 2024n/an/a

US$277m

Dec 31 2023US$10mUS$1m

US$315m

Sep 30 2023n/an/a

US$201m

Jun 30 2023n/an/a

US$49m

Mar 31 2023n/an/a

-US$64m

Dec 31 2022US$7mUS$320k

-US$403m

Compensación vs. Mercado: La compensación total de Scott($USD9.82M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD7.11M).

Compensación vs. Ingresos: La compensación de Scott ha sido consistente con los resultados de la empresa en el último año.


CEO

Scott Egan (54 yo)

3.7yrs
Permanencia
US$9,824,137
Compensación

Mr. Scott Egan, ACMA, MBA, serves as Chief Executive Officer of SiriusPoint Ltd. since September 21, 2022 and serves as its Director since September 2022. He served as Chief Executive Officer of RSA UK & I...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Scott Egan
CEO & Director3.7yrsUS$9.82m1.14%
$ 31.7m
David Govrin
Group President & Chief Executive Officer of Global Reinsurance3.5yrsUS$3.57m0.53%
$ 14.7m
James McKinney
CFO & Principal Accounting Officer1.9yrsUS$2.93m0.0083%
$ 230.0k
Thomas Leonardo
Global Head of Accident & Health (A&H)4.3yrsUS$2.64m0.19%
$ 5.4m
Maria Tarhanidis
Chief Investment Officerless than a yearsin datossin datos
Nestor Lopez
Chief Information & Technology Officer4.1yrssin datossin datos
Liam Blackledge
Investor Relations & Strategy Managerno datasin datossin datos
Linda Lin
Chief Legal Officer & Corporate Secretary2.8yrssin datossin datos
Philip Enan
Chief Strategy & Corporate Development Officer1yrsin datossin datos
Karen Caddick
Chief Human Resources Officer3.5yrssin datossin datos
Nicholas James Campbell
Global Head of Specialty12.4yrsUS$1.66msin datos
Justin Brenden
Executive VP & Chief Reserving Actuary7.5yrssin datossin datos
3.5yrs
Permanencia media
54yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de SPNT se considera experimentado (3.5 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Scott Egan
CEO & Director3.7yrsUS$9.82m1.14%
$ 31.7m
Franklin Montross
Independent Director5.3yrsUS$172.50k0.088%
$ 2.4m
Bronislaw Masojada
Independent Chairman3yrsUS$237.50k0.051%
$ 1.4m
Daniel Loeb
Director4yrssin datos3.2%
$ 89.2m
Susan Cross
Independent Director2yrsUS$150.61k0.015%
$ 426.0k
Mehdi Mahmud
Independent Director5.8yrsUS$158.33k0.10%
$ 2.8m
Sabra Purtill
Independent Directorless than a yearsin datossin datos
Jason Robart
Independent Director4.2yrsUS$158.33k0.078%
$ 2.2m
Sharon Ludlow
Independent Director5.3yrsUS$189.45k0.13%
$ 3.7m
Wei Tan
Director5.3yrssin datos0.016%
$ 440.5k
Martin Hudson
Independent Directorless than a yearUS$192.98k0.0032%
$ 87.7k
4.0yrs
Permanencia media
62yo
Promedio de edad

Junta con experiencia: La junta directiva de SPNT se considera experimentada (4 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/20 14:12
Precio de las acciones al final del día2026/05/20 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

SiriusPoint Ltd. está cubierta por 7 analistas. 3 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Jay CohenBofA Global Research
Randy BinnerB. Riley Securities, Inc.
Timothy D'AgostinoB. Riley Securities, Inc.