SiriusPoint Ltd.

NYSE:SPNT Aktierapport

Börsvärde: US$2.7b

SiriusPoint Tidigare resultatutveckling

Tidigare kriterier kontrolleras 5/6

SiriusPoint har ökat intäkterna med en genomsnittlig årlig takt på 21.9%, medan Insurance -branschen såg intäkterna växer på 14.6% årligen. Intäkterna har varit växande med en genomsnittlig takt på 11.2% per år. SiriusPoint s avkastning på eget kapital är 21.7% och den har en nettomarginal på 16%.

Viktig information

21.91%

Tillväxttakt i vinsten

16.95%

Tillväxttakt för EPS

Insurance Tillväxt i branschen8.02%
Intäkternas tillväxttakt11.23%
Avkastning på eget kapital21.72%
Nettomarginal16.02%
Senaste uppdateringen av resultatet31 Mar 2026

Senaste uppdateringar av tidigare prestationer

Recent updates

Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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...
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Ny berättelse 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).

Fördelning av intäkter och kostnader

Hur SiriusPoint tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.


Resultat- och intäktshistorik

NYSE:SPNT Intäkter, kostnader och resultat (USD Millions )
DatumIntäkterIntäkterG+A KostnaderFoU-kostnader
31 Mar 263,0304852680
31 Dec 252,9834432570
30 Sep 252,8591862520
30 Jun 252,7941062410
31 Mar 252,6821492370
31 Dec 242,6561762320
30 Sep 242,6742812320
30 Jun 242,6973302390
31 Mar 242,8202772310
31 Dec 232,7953152580
30 Sep 232,8102012340
30 Jun 232,704492420
31 Mar 232,418-642420
31 Dec 222,078-4033130
30 Sep 221,830-5062650
30 Jun 221,963-4562600
31 Mar 222,049-3332530
31 Dec 212,130412670
30 Sep 212,1193051400
30 Jun 211,652421950
31 Mar 211,362484510
31 Dec 20890142420
30 Sep 2075139430
30 Jun 20689-45370
31 Mar 20636-116480
31 Dec 19983200360
30 Sep 19656-128490
30 Jun 19582-126490
31 Mar 19540-159390
31 Dec 18377-318360
30 Sep 1863925430
30 Jun 1869993470
31 Mar 18807147520
31 Dec 17933278530
30 Sep 17894187440
30 Jun 17924204430
31 Mar 17862183390
31 Dec 1669228390
30 Sep 16729116440
30 Jun 16528-151420
31 Mar 16463-189460
31 Dec 15574-87460
30 Sep 15559-144460
30 Jun 1563945460

Kvalitetsintäkter: SPNT har en stor engång vinst av $222.4M {1 månader till 31st March, 2026 1 månader) 31st March, 2026.

Växande vinstmarginal: SPNT s nuvarande netto vinstmarginaler (16%) är högre än förra året (5.6%).


Fritt kassaflöde vs resultatanalys


Analys av tidigare vinsttillväxt

Resultatutveckling: SPNT s intäkter har ökat markant med 21.9% per år under de senaste 5 åren.

Accelererande tillväxt: SPNT s intäktstillväxt under det senaste året ( 225.7% ) överstiger sitt 5-åriga genomsnitt ( 21.9% per år).

Resultat vs industri: SPNT vinsttillväxt under det senaste året ( 225.7% ) översteg Insurance branschen 36.5%.


Avkastning på eget kapital

Hög ROE: SPNT s avkastning på eget kapital ( 21.7% ) anses vara hög.


Avkastning på tillgångar


Avkastning på sysselsatt kapital


Upptäck starka bolag som tidigare presterat bra

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/27 09:25
Aktiekurs vid dagens slut2026/05/27 00:00
Intäkter2026/03/31
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.