SiriusPoint Ltd.

NYSE:SPNT Stok Raporu

Piyasa değeri: US$2.9b

SiriusPoint Yönetim

Yönetim kriter kontrolleri 3/4

SiriusPoint CEO'su Scott Egan, Sep2022 tarihinde atandı, in görev süresi 3.83 yıldır. in toplam yıllık tazminatı $ 9.82M olup, şirket hissesi ve opsiyonları dahil olmak üzere 11.9% maaş ve 88.1% ikramiyelerden oluşmaktadır. şirketin hisselerinin 1.14% ine doğrudan sahiptir ve bu hisseler $ 32.92M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 3.8 yıl ve 3.8 yıldır.

Anahtar bilgiler

Scott Egan

İcra Kurulu Başkanı

US$9.8m

Toplam tazminat

CEO maaş yüzdesi11.91%
CEO görev süresi3.8yrs
CEO sahipliği1.1%
Yönetim ortalama görev süresi3.8yrs
Yönetim Kurulu ortalama görev süresi3.8yrs

Son yönetim güncellemeleri

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
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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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Yeni Anlatı 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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
Analiz Makalesi 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)%.

CEO Tazminat Analizi

Scott Egan'un ücretlendirmesi SiriusPoint'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
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$106m

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

Tazminat ve Piyasa: Scott 'nin toplam tazminatı ($USD 9.82M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 6.91M ).

Tazminat ve Kazançlar: Scott 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.


CEO

Scott Egan (55 yo)

3.8yrs
Görev süresi
US$9,824,137
Tazminat

Mr. Scott Egan, ACMA, MBA, serves as Chief Executive Officer of SiriusPoint Ltd. since September 21, 2022 and serves as its Director since September 2022. He served as Chief Executive Officer of RSA UK & I...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Scott Egan
CEO & Director3.8yrsUS$9.82m1.14%
$ 32.9m
David Govrin
Group President & Chief Executive Officer of Global Reinsurance3.7yrsUS$3.57m0.53%
$ 15.3m
James McKinney
CFO & Principal Accounting Officer2.1yrsUS$2.93m0.012%
$ 352.0k
Thomas Leonardo
Global Head of Accident & Health (A&H)4.5yrsUS$2.64m0.19%
$ 5.6m
Maria Tarhanidis
Chief Investment Officerless than a yearVeri yokVeri yok
Nestor Lopez
Chief Information & Technology Officer4.3yrsVeri yokVeri yok
Liam Blackledge
Investor Relations & Strategy Managerno dataVeri yokVeri yok
Linda Lin
Chief Legal Officer & Corporate Secretary3yrsVeri yokVeri yok
Philip Enan
Chief Strategy & Corporate Development Officer1.2yrsVeri yokVeri yok
Nicholas James Campbell
Global Head of Specialty12.6yrsUS$1.66mVeri yok
Justin Brenden
Executive VP & Chief Reserving Actuary7.7yrsVeri yokVeri yok
Patrick Chamberland
Executive Vice President of International Reinsurance5.4yrsVeri yokVeri yok
3.8yrs
Ortalama Görev Süresi
55yo
Ortalama Yaş

Deneyimli Yönetim: SPNT 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 3.8 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Scott Egan
CEO & Director3.8yrsUS$9.82m1.14%
$ 32.9m
Bronislaw Masojada
Independent Chairman3.2yrsUS$237.50k0.056%
$ 1.6m
Daniel Loeb
Director4.2yrsVeri yok3.2%
$ 92.7m
Susan Cross
Independent Director2.2yrsUS$150.61k0.020%
$ 588.3k
Mehdi Mahmud
Independent Director5.9yrsUS$158.33k0.11%
$ 3.0m
Sabra Purtill
Independent Directorless than a yearVeri yok0.0050%
$ 145.3k
Jason Robart
Independent Director4.3yrsUS$158.33k0.083%
$ 2.4m
Sharon Ludlow
Independent Director5.4yrsUS$189.45k0.14%
$ 4.0m
Martin Hudson
Independent Directorless than a yearUS$192.98k0.0082%
$ 236.5k
3.8yrs
Ortalama Görev Süresi
63yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: SPNT 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 3.8 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/07/05 08:53
Gün Sonu Hisse Fiyatı2026/07/02 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

SiriusPoint Ltd. 7 Bu analistlerden 4, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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