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SiriusPoint Ltd.

NYSE:SPNT Stock Report

Market Cap: US$2.8b

  • Company Overview
    • Valuation
    • Future Growth
    • Past Performance
    • Financial Health
    • Dividend
  • Management
  • Ownership
  • Other Information
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SiriusPoint Management

Management criteria checks 3/4

We currently do not have sufficient information about the CEO.

Key information

Scott Egan

Chief executive officer

US$9.8m

Total compensation

CEO salary percentage11.91%
CEO tenure4yrs
CEO ownership1.2%
Management average tenure3.5yrs
Board average tenure4yrs

Recent management updates

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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Narrative Update • 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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Narrative Update • 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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Narrative Update • 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
Narrative Update • 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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Narrative Update • 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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Narrative Update • 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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Narrative Update • 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.
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Narrative Update • 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.
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Narrative Update • 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
Narrative Update • 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.
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Narrative Update • 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
Narrative Update • 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.
Analysis Article • 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
New Narrative • 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.
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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
Analysis Article • 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 Compensation Analysis

How has Scott Egan's remuneration changed compared to SiriusPoint's earnings?
DateTotal CompensationSalaryCompany Earnings
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

Compensation vs Market: Scott's total compensation ($USD9.82M) is above average for companies of similar size in the US market ($USD6.99M).

Compensation vs Earnings: Scott's compensation has been consistent with company performance over the past year.


CEO

Scott Egan (55 yo)

4yrs
Tenure
US$9,824,137
Compensation

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...


Leadership Team

NamePositionTenureCompensationOwnership
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 yearno datano data
Maria Tarhanidis
Chief Investment Officerless than a yearno datano data
Nestor Lopez
Chief Information & Technology Officer4.4yrsno datano data
Liam Blackledge
Investor Relations & Strategy Managerno datano datano data
Linda Lin
Chief Legal Officer & Corporate Secretary3.2yrsno datano data
Philip Enan
Chief Strategy & Corporate Development Officer1.3yrsno datano data
Sarah Smith
Interim Chief Human Resources Officerno datano datano data
Nicholas James Campbell
Global Head of Specialty12.8yrsUS$1.66mno data
3.5yrs
Average Tenure
55yo
Average Age

Experienced Management: SPNT's management team is considered experienced (3.5 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Scott Egan
CEO & Director4yrsUS$9.82m1.15%
$ 32.3m
Bronislaw Masojada
Independent Chairman3.3yrsUS$237.50k0.057%
$ 1.6m
Daniel Loeb
Director4.3yrsno data3.24%
$ 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 yearno data0.0051%
$ 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
Average Tenure
63yo
Average Age

Experienced Board: SPNT's board of directors are considered experienced (4 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/14 03:35
End of Day Share Price 2026/09/11 00:00
Earnings2026/06/30
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
  • SEC Form 10-K
  • SEC Form 10-Q
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
  • Analyst Research Reports
  • Blue Matrix
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
  • ICE Market Data
  • SEC Form S-1
Ownership10 years
  • Top shareholders
  • Insider trading
  • SEC Form 4
  • SEC Form 13D
Management10 years
  • Leadership team
  • Board of directors
  • SEC Form 10-K
  • SEC Form DEF 14A
Key Developments10 years
  • Company announcements
  • SEC Form 8-K

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

SiriusPoint Ltd. is covered by 7 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

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

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