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SiriusPoint Ltd.

NYSE:SPNT 주식 리포트

시가총액: US$2.8b

  • 회사 개요
    • 가치 평가
    • 미래 성장
    • 과거 실적
    • 재무 건전성
    • 배당
  • 경영진
  • 지분
  • 기타 정보
  • 주식 커뮤니티

SiriusPoint 경영진

경영진 기준 점검 3/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Scott Egan

최고경영자

US$9.8m

총 보수

CEO 급여 비율11.91%
CEO 재임 기간4yrs
CEO 지분 보유율1.2%
경영진 평균 재임 기간3.5yrs
이사회 평균 재임 기간4yrs

최근 경영진 업데이트

Recent updates

Seeking Alpha • Sep 11

Tracking Dan Loeb's Third Point Portfolio - Q2 2026 Update

Summary Third Point's Q2 2026 13F portfolio doubled to $4.68B, with the top three holdings comprising ~30% of assets. Warner Brothers Discovery became the largest position at 11.39%, established this quarter at $26–$28, and is now trading at $28.20. Significant new stakes include Keysight Technologies, Block Inc., Flex Ltd., and Norfolk Southern, while Meta Platforms and Nvidia were fully exited. Major increases were made in Alphabet, CRH plc, Taiwan Semi, and Live Nation, reflecting a dynamic, concentrated portfolio strategy. Read the full article on Seeking Alpha
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내러티브 업데이트 • 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.
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내러티브 업데이트 • 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.
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내러티브 업데이트 • 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.
User avatar
내러티브 업데이트 • 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.
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내러티브 업데이트 • 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.
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내러티브 업데이트 • 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.
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내러티브 업데이트 • 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.
User avatar
내러티브 업데이트 • 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.
User avatar
내러티브 업데이트 • 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.
User avatar
내러티브 업데이트 • 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.
User avatar
내러티브 업데이트 • 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.
User avatar
내러티브 업데이트 • 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.
분석 기사 • 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...
User avatar
새로운 내러티브 • 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.
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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
분석 기사 • 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

CEO 보수 분석

Scott Egan의 보수는 SiriusPoint의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Jun 30 2026n/an/a

US$495m

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$103m

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

보상 대 시장: Scott의 총 보수(USD9.82M)는 US 시장에서 비슷한 규모 기업의 평균(USD6.99M)보다 높습니다.

보상과 수익: Scott의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Scott Egan (55 yo)

4yrs
재임 기간
US$9,824,137
보수

Mr. Scott Egan, ACMA, MBA, is Chairman of SiriusPoint International Försäkringsaktiebolag (publ). Mr. Egan serves as Chief Executive Officer of SiriusPoint Ltd. since September 21, 2022 and serves as its D...


리더십 팀

이름직위재임 기간보수지분
Scott Egan
CEO & Director4yrsUS$9.82m1.15%
$ 32.3m
David Govrin
Group President & Chief Executive Officer of Global Reinsurance and London Market Speciality3.8yrsUS$3.57m0.54%
$ 15.1m
James McKinney
CFO & Principal Accounting Officer2.3yrsUS$2.93m0.012%
$ 345.8k
Thomas Leonardo
Global Head of Accident & Health (A&H)4.7yrsUS$2.64m0.19%
$ 5.5m
Emily Yoo
Chief Operating Officerless than a year데이터 없음데이터 없음
Maria Tarhanidis
Chief Investment Officerless than a year데이터 없음데이터 없음
Nestor Lopez
Chief Information & Technology Officer4.4yrs데이터 없음데이터 없음
Liam Blackledge
Investor Relations & Strategy Managerno data데이터 없음데이터 없음
Linda Lin
Chief Legal Officer & Corporate Secretary3.2yrs데이터 없음데이터 없음
Philip Enan
Chief Strategy & Corporate Development Officer1.3yrs데이터 없음데이터 없음
Sarah Smith
Interim Chief Human Resources Officerno data데이터 없음데이터 없음
Nicholas James Campbell
Global Head of Specialty12.8yrsUS$1.66m데이터 없음
3.5yrs
평균 재임 기간
55yo
평균 나이

경험이 풍부한 관리: SPNT의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.5 년).


이사회 구성원

이름직위재임 기간보수지분
Scott Egan
CEO & Director4yrsUS$9.82m1.15%
$ 32.3m
Bronislaw Masojada
Independent Chairman3.3yrsUS$237.50k0.057%
$ 1.6m
Daniel Loeb
Director4.3yrs데이터 없음3.24%
$ 91.1m
Susan Cross
Independent Director2.3yrsUS$150.61k0.021%
$ 578.0k
Mehdi Mahmud
Independent Director6.1yrsUS$158.33k0.11%
$ 3.0m
Sabra Purtill
Independent Directorless than a year데이터 없음0.0051%
$ 142.8k
Jason Robart
Independent Director4.5yrsUS$158.33k0.084%
$ 2.4m
Sharon Ludlow
Independent Director5.6yrsUS$189.45k0.14%
$ 3.9m
Martin Hudson
Independent Director1yrUS$192.98k0.0083%
$ 232.2k
4.0yrs
평균 재임 기간
63yo
평균 나이

경험이 풍부한 이사회: SPNT의 이사회는 경험이 있음으로 간주됩니다(평균 재임 4 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/09/13 23:16
종가2026/09/11 00:00
수익2026/06/30
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.

Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

SiriusPoint Ltd.는 7명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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

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