SiriusPoint（SPNT）株式概要
シリウスポイント・リミテッドは、マルチライン再保険および保険商品とサービスを世界中で提供している。 詳細
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Analyst Price Targets
SiriusPoint Ltd. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$25.81 |
| 52週高値 | US$26.48 |
| 52週安値 | US$17.17 |
| ベータ | 0.60 |
| 1ヶ月の変化 | 7.68% |
| 3ヶ月変化 | 10.25% |
| 1年変化 | 31.82% |
| 3年間の変化 | 172.54% |
| 5年間の変化 | 176.34% |
| IPOからの変化 | 97.63% |
最新ニュース
ナラティブ更新 • Jul 13
SPNT: Buy Rating And Crisis Expansion Will Guide Earnings And Margins
Analysts have adjusted their price target on SiriusPoint to $25.00 from $23.00, citing updated assumptions around revenue growth, profit margins, and future P/E multiples informed in part by recent Street research coverage. What’s in the News for SiriusPoint SiriusPoint was removed from the Russell 2500 Growth Benchmark index, according to recent index constituent changes.Seeking Alpha • Jun 30
SiriusPoint: The Turnaround Is Over, But The Valuation Hasn't Caught Up
Summary SiriusPoint has evolved from a turnaround story into a disciplined specialty insurer with a significantly lower-risk underwriting profile. Continued reductions in catastrophe exposure are making earnings more durable rather than simply boosting one quarter's results. Capital allocation has shifted from balance sheet repair toward buybacks, preferred share redemptions, and long-term shareholder value creation. I upgrade SPNT to 'Strong BUY,' citing a significant earnings multiple discount, robust underwriting discipline, and durable returns now overlooked by the market. Read the full article on Seeking AlphaRecent updates
ナラティブ更新 • Jul 13
SPNT: Buy Rating And Crisis Expansion Will Guide Earnings And Margins
Analysts have adjusted their price target on SiriusPoint to $25.00 from $23.00, citing updated assumptions around revenue growth, profit margins, and future P/E multiples informed in part by recent Street research coverage. What’s in the News for SiriusPoint SiriusPoint was removed from the Russell 2500 Growth Benchmark index, according to recent index constituent changes.Seeking Alpha • Jun 30
SiriusPoint: The Turnaround Is Over, But The Valuation Hasn't Caught Up
Summary SiriusPoint has evolved from a turnaround story into a disciplined specialty insurer with a significantly lower-risk underwriting profile. Continued reductions in catastrophe exposure are making earnings more durable rather than simply boosting one quarter's results. Capital allocation has shifted from balance sheet repair toward buybacks, preferred share redemptions, and long-term shareholder value creation. I upgrade SPNT to 'Strong BUY,' citing a significant earnings multiple discount, robust underwriting discipline, and durable returns now overlooked by the market. Read the full article on Seeking Alpha
ナラティブ更新 • Jun 29
SPNT: Resumed Buy Rating And Capital Returns Will Drive Bullish Repricing
Analysts have raised their SiriusPoint price target from $24 to $27, citing updated assumptions around discount rates, profit margins, and future P/E that they view as better aligned with the stock's current risk and earnings profile. What’s in the News for SiriusPoint SiriusPoint was removed from several Russell growth and small cap benchmarks, including the Russell 3000 Growth, Russell 2500 Growth, Russell 2000 Growth, Russell 3000E Growth, Russell Small Cap Comp Growth, and Russell 2000 Growth-Defensive Indexes.ナラティブ更新 • Jun 15
SPNT: Buy Rating And Crisis Lines Expansion Will Shape Earnings And Margins
Analysts have adjusted their price target on SiriusPoint to $23.00, citing updated assumptions for revenue growth, profit margins, and future P/E that align with recent research coverage resuming on the stock. What's in the News SiriusPoint launched a new Crisis Solutions class of business within its London Market Specialty division, focused on building underwriting, exposure management, and claims capabilities in this area.ナラティブ更新 • Jun 01
SPNT: Reorganization And Buy Rating Will Shape Earnings And Margin Delivery
Narrative Update on SiriusPoint Analysts have kept their SiriusPoint price target steady at $23.00, with the unchanged fair value supported by expectations for revenue growth alongside slightly firmer profit margins and a modestly lower assumed future P/E multiple. Analyst Commentary Recent Street commentary on SiriusPoint has focused on how current expectations and the US$23.00 target line up with execution and valuation risks.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...新しいナラティブ • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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分析記事 • 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 AlphaSeeking 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株主還元
| SPNT | US Insurance | US 市場 | |
|---|---|---|---|
| 7D | 5.1% | 5.8% | -2.6% |
| 1Y | 31.8% | 13.1% | 14.3% |
業界別リターン: SPNT過去 1 年間で13.1 % の収益を上げたUS Insurance業界を上回りました。
リターン対市場: SPNT過去 1 年間で14.3 % の収益を上げたUS市場を上回りました。
価格変動
| SPNT volatility | |
|---|---|
| SPNT Average Weekly Movement | 4.1% |
| Insurance Industry Average Movement | 4.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: SPNT 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: SPNTの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2011 | 1,068 | Scott Egan | www.siriuspt.com |
シリウスポイント社（SiriusPoint Ltd.）はマルチライン再保険および保険商品とサービスを世界中で提供している。つのセグメントで事業展開：グローバル損害保険プログラム事業、グローバル再保険事業、グローバル傷害・医療事業、ロンドン・マーケット・スペシャリティ事業である。グローバル損保プログラム部門は、世界中の顧客や販売パートナーへの提案をさらに強化し、プログラム・スペースを提供している。グローバル再保険部門は、損害保険、財物保険、その他の特殊保険、例えば、比例保険、超過損害保険、条約再保険、ファカルティ再保険、航空・宇宙保険、海上保険、エネルギー保険、保険・再保険会社、政府機関、その他のリスク・ベアリング・ビークルに対する信用保険を提供している。ロンドン・マーケット・スペシャリティ部門は、ロンドン傷害、エネルギー、財物、海洋のリーダー・サービスを提供している。傷害・健康保険、損害保険、航空・宇宙保険、信用保険、保証保険、海上・エネルギー保険、住宅ローンなどを提供している。医療保険商品、旅行キャンセル・プログラム、メディカル・マネージメント・サービス、24時間365日の緊急医療・旅行アシスタンス・サービスを提供している。同社は以前はサード・ポイント再保険株式会社として知られていたが、2021年2月にシリウスポイント株式会社に社名を変更した。シリウスポイント社は2011年に法人化され、バミューダのペンブロークに本社を置いている。
SiriusPoint Ltd. 基礎のまとめ
| SPNT 基礎統計学 | |
|---|---|
| 時価総額 | US$3.09b |
| 収益（TTM） | US$485.30m |
| 売上高(TTM) | US$3.03b |
6.3x
PER（株価収益率1.0x
P/SレシオSPNT は割高か？
公正価値と評価分析を参照収益と収入
| SPNT 損益計算書（TTM） | |
|---|---|
| 収益 | US$3.03b |
| 売上原価 | US$2.28b |
| 売上総利益 | US$750.40m |
| その他の費用 | US$265.10m |
| 収益 | US$485.30m |
直近の収益報告
Mar 31, 2026
次回決算日
Jul 30, 2026
| 一株当たり利益（EPS） | 4.13 |
| グロス・マージン | 24.77% |
| 純利益率 | 16.02% |
| 有利子負債／自己資本比率 | 29.5% |
SPNT の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/29 05:50 |
| 終値 | 2026/07/29 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
SiriusPoint Ltd. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。7
| アナリスト | 機関 |
|---|---|
| Jay Cohen | BofA Global Research |
| Randy Binner | B. Riley Securities, Inc. |
| Timothy D'Agostino | B. Riley Securities, Inc. |