SiriusPoint Toekomstige groei
Future criteriumcontroles 0/6
De winst van SiriusPoint zal naar verwachting dalen met 18.8% per jaar, terwijl de jaarlijkse omzet naar verwachting zal groeien met 4.4% per jaar. De winst per aandeel zal naar verwachting dalen met 13% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 11.9% zijn.
Belangrijke informatie
-18.8%
Groei van de winst
-12.96%
Groei van de winst per aandeel
| Insurance winstgroei | 2.1% |
| Inkomstengroei | 4.4% |
| Toekomstig rendement op eigen vermogen | 11.91% |
| Dekking van analisten | Low |
| Laatst bijgewerkt | 28 May 2026 |
Recente toekomstige groei-updates
Recent updates
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
Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Nieuw narratief • 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.Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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 AlphaAnalyseartikel • 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 AlphaSeeking 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)%.Winst- en omzetgroeiprognoses
| Datum | Inkomsten | Inkomsten | Vrije kasstroom | Geldmiddelen uit operationele activiteiten | Gem. Aantal analisten |
|---|---|---|---|---|---|
| 12/31/2028 | 3,415 | 295 | N/A | 700 | 1 |
| 12/31/2027 | 3,277 | 310 | N/A | 679 | 2 |
| 12/31/2026 | 3,128 | 306 | N/A | 549 | 2 |
| 3/31/2026 | 3,030 | 485 | 333 | 333 | N/A |
| 12/31/2025 | 2,983 | 443 | 102 | 102 | N/A |
| 9/30/2025 | 2,859 | 186 | 237 | 237 | N/A |
| 6/30/2025 | 2,794 | 106 | 139 | 139 | N/A |
| 3/31/2025 | 2,682 | 149 | -73 | -73 | N/A |
| 12/31/2024 | 2,656 | 176 | 75 | 75 | N/A |
| 9/30/2024 | 2,674 | 281 | 180 | 180 | N/A |
| 6/30/2024 | 2,697 | 330 | 284 | 284 | N/A |
| 3/31/2024 | 2,820 | 277 | 546 | 546 | N/A |
| 12/31/2023 | 2,795 | 315 | 581 | 581 | N/A |
| 9/30/2023 | 2,810 | 201 | 416 | 416 | N/A |
| 6/30/2023 | 2,704 | 49 | 454 | 454 | N/A |
| 3/31/2023 | 2,418 | -64 | 387 | 387 | N/A |
| 12/31/2022 | 2,078 | -403 | 293 | 293 | N/A |
| 9/30/2022 | 1,830 | -506 | 220 | 220 | N/A |
| 6/30/2022 | 1,963 | -456 | 34 | 34 | N/A |
| 3/31/2022 | 2,049 | -333 | 51 | 51 | N/A |
| 12/31/2021 | 2,130 | 41 | 2 | 2 | N/A |
| 9/30/2021 | 2,119 | 305 | 55 | 55 | N/A |
| 6/30/2021 | 1,652 | 421 | 55 | 55 | N/A |
| 3/31/2021 | 1,362 | 484 | 28 | 28 | N/A |
| 12/31/2020 | 890 | 142 | 73 | 73 | N/A |
| 9/30/2020 | 751 | 39 | 90 | 90 | N/A |
| 6/30/2020 | 689 | -45 | 74 | 74 | N/A |
| 3/31/2020 | 636 | -116 | 115 | 115 | N/A |
| 12/31/2019 | 983 | 200 | N/A | 141 | N/A |
| 9/30/2019 | 656 | -128 | N/A | 88 | N/A |
| 6/30/2019 | 582 | -126 | N/A | 98 | N/A |
| 3/31/2019 | 540 | -159 | N/A | 73 | N/A |
| 12/31/2018 | 377 | -318 | N/A | 13 | N/A |
| 9/30/2018 | 639 | 25 | N/A | -88 | N/A |
| 6/30/2018 | 699 | 93 | N/A | -48 | N/A |
| 3/31/2018 | 807 | 147 | N/A | -97 | N/A |
| 12/31/2017 | 933 | 278 | N/A | -79 | N/A |
| 9/30/2017 | 894 | 187 | N/A | 31 | N/A |
| 6/30/2017 | 924 | 204 | N/A | -41 | N/A |
| 3/31/2017 | 862 | 183 | N/A | -27 | N/A |
| 12/31/2016 | 692 | 28 | N/A | 5 | N/A |
| 9/30/2016 | 729 | 116 | N/A | 2 | N/A |
| 6/30/2016 | 528 | -151 | N/A | 85 | N/A |
| 3/31/2016 | 463 | -189 | N/A | 83 | N/A |
| 12/31/2015 | 574 | -87 | N/A | 188 | N/A |
| 9/30/2015 | 559 | -144 | N/A | 258 | N/A |
Toekomstige groeivoorspellingen analisten
Verdiensten versus spaarpercentage: De winst van SPNT zal naar verwachting de komende 3 jaar dalen ( -18.8% per jaar).
Winst versus markt: De winst van SPNT zal naar verwachting de komende 3 jaar dalen ( -18.8% per jaar).
Hoge groeiwinsten: De winst van SPNT zal naar verwachting de komende 3 jaar dalen.
Omzet versus markt: De omzet van SPNT ( 4.4% per jaar) zal naar verwachting langzamer groeien dan de markt US ( 12.7% per jaar).
Hoge groei-inkomsten: De omzet van SPNT ( 4.4% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.
Groeiprognoses winst per aandeel
Toekomstig rendement op eigen vermogen
Toekomstige ROE: Het rendement op eigen vermogen SPNT zal naar verwachting over 3 jaar laag zijn ( 11.9 %).
Ontdek groeibedrijven
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/07/05 14:10 |
| Aandelenkoers aan het einde van de dag | 2026/07/02 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
SiriusPoint Ltd. wordt gevolgd door 7 analisten. 4 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Jay Cohen | BofA Global Research |
| Randy Binner | B. Riley Securities, Inc. |
| Timothy D'Agostino | B. Riley Securities, Inc. |