SiriusPoint Ltd.

NYSE:SPNT 株式レポート

時価総額：US$2.7b

SiriusPoint 将来の成長

Future 基準チェック /06

SiriusPointの収益は年間16.5%で減少すると予測されていますが、年間収益は年間6.2%で増加すると予測されています。EPS は年間 減少すると予測されています。自己資本利益率は 3 年後に12.4% 10.7%なると予測されています。

主要情報

-16.5%

収益成長率

-10.73%

EPS成長率

Insurance 収益成長2.0%
収益成長率6.2%
将来の株主資本利益率12.40%
アナリストカバレッジ

Low

最終更新日17 Apr 2026

今後の成長に関する最新情報

Recent updates

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.
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
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...
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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 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).

業績と収益の成長予測

NYSE:SPNT - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20283,619N/AN/A7361
12/31/20273,401325N/A6922
12/31/20263,255310N/A6362
12/31/20252,983443102102N/A
9/30/20252,859186237237N/A
6/30/20252,794106139139N/A
3/31/20252,682149-73-73N/A
12/31/20242,6561767575N/A
9/30/20242,674281180180N/A
6/30/20242,697330284284N/A
3/31/20242,820277546546N/A
12/31/20232,795315581581N/A
9/30/20232,810201416416N/A
6/30/20232,70449454454N/A
3/31/20232,418-64387387N/A
12/31/20222,078-403293293N/A
9/30/20221,830-506220220N/A
6/30/20221,963-4563434N/A
3/31/20222,049-3335151N/A
12/31/20212,1304122N/A
9/30/20212,1193055555N/A
6/30/20211,6524215555N/A
3/31/20211,3624842828N/A
12/31/20208901427373N/A
9/30/2020751399090N/A
6/30/2020689-457474N/A
3/31/2020636-116115115N/A
12/31/2019983200141141N/A
9/30/2019656-128N/A88N/A
6/30/2019582-126N/A98N/A
3/31/2019540-159N/A73N/A
12/31/2018377-318N/A13N/A
9/30/201863925N/A-88N/A
6/30/201869993N/A-48N/A
3/31/2018807147N/A-97N/A
12/31/2017933278N/A-79N/A
9/30/2017894187N/A31N/A
6/30/2017924204N/A-41N/A
3/31/2017862183N/A-27N/A
12/31/201669228N/A5N/A
9/30/2016729116N/A2N/A
6/30/2016528-151N/A85N/A
3/31/2016463-189N/A83N/A
12/31/2015574-87N/A188N/A
9/30/2015559-144N/A258N/A
6/30/201563945N/A228N/A

アナリストによる今後の成長予測

収入対貯蓄率: SPNTの収益は今後 3 年間で減少すると予測されています (年間-16.5% )。

収益対市場: SPNTの収益は今後 3 年間で減少すると予測されています (年間-16.5% )。

高成長収益: SPNTの収益は今後 3 年間で減少すると予測されています。

収益対市場: SPNTの収益 ( 6.2% ) US市場 ( 11.5% ) よりも低い成長が予測されています。

高い収益成長: SPNTの収益 ( 6.2% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: SPNTの 自己資本利益率 は、3年後には低くなると予測されています ( 12.4 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/07 07:33
終値2026/05/07 00:00
収益2025/12/31
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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

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