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SiriusPoint Ltd.NYSE:SPNT Aktierapport

Marknadsvärde US$2.7b
Aktiekurs
US$23.49
US$24
2.1% undervärderad intrinsisk rabatt
1Y21.7%
7D0.3%
Portföljens värde
Utsikt

SiriusPoint Ltd.

NYSE:SPNT Aktierapport

Börsvärde: US$2.7b

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SiriusPoint Ltd. Konkurrenter

Prishistorik och prestanda

Sammanfattning av aktiekursernas upp- och nedgångar samt förändringar för SiriusPoint
Historiska aktiekurser
Aktuell aktiekursUS$23.49
52 veckors högstaUS$23.97
52 veckors lägstaUS$17.17
Beta0.66
1 månads förändring2.62%
3 månaders förändring12.99%
1 års förändring21.71%
3 års förändring135.84%
5 års förändring123.71%
Förändring sedan börsintroduktionen79.86%

Senaste nyheter och uppdateringar

Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.

Recent updates

Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysartikel 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
Ny analys 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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
Analysartikel 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).

Aktieägarnas avkastning

SPNTUS InsuranceUS Marknad
7D0.3%-1.5%3.2%
1Y21.7%-9.8%31.0%

Avkastning vs industri: SPNT översteg US Insurance branschen som gav -9.8 % under det senaste året.

Avkastning vs Marknaden: SPNT presterade sämre än US marknaden som gav 31 % under det senaste året.

Prisvolatilitet

Is SPNT's price volatile compared to industry and market?
SPNT volatility
SPNT Average Weekly Movement4.1%
Insurance Industry Average Movement4.4%
Market Average Movement7.1%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

Stabil aktiekurs: SPNT har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.

Volatilitet över tid: SPNT s veckovolatilitet ( 4% ) har varit stabil under det senaste året.

Om företaget

GrundadAnställdaVD OCH KONCERNCHEFWebbplats
20111,068Scott Eganwww.siriuspt.com

SiriusPoint Ltd. tillhandahåller återförsäkrings- och försäkringsprodukter och -tjänster över hela världen. Verksamheten bedrivs inom fyra segment: Global P&C Programs, Global Reinsurance, Global Accident & Health och London Market Specialty. Segmentet Global P&C Programs erbjuder programutrymme genom att ytterligare stärka sitt erbjudande till kunder och distributionspartners globalt.

SiriusPoint Ltd. Sammanfattning av grunderna

Hur förhåller sig SiriusPoint:s resultat och omsättning till dess börsvärde?
SPNT grundläggande statistik
BörsvärdeUS$2.72b
Vinst(TTM)US$443.30m
Intäkter(TTM)US$2.98b
6.2x
P/E-förhållande
0.9x
P/S-förhållande

Resultat & intäkter

Viktig lönsamhetsstatistik från den senaste resultatrapporten (TTM)
SPNT resultaträkning (TTM)
IntäkterUS$2.98b
Kostnad för intäkterUS$2.29b
BruttovinstUS$691.70m
Övriga kostnaderUS$248.40m
IntäkterUS$443.30m

Senast redovisade vinst

Dec 31, 2025

Nästa vinstdatum

May 08, 2026

Vinst per aktie (EPS)3.79
Bruttomarginal23.19%
Nettovinstmarginal14.86%
Skuld/egenkapitalförhållande27.9%

Hur har SPNT utvecklats på lång sikt?

Se historisk utveckling och jämförelse

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/07 13:12
Aktiekurs vid dagens slut2026/05/07 00:00
Intäkter2025/12/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

SiriusPoint Ltd. bevakas av 7 analytiker. 3 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

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