SIRI Sirius XM Holdings Inc.

bullish · high conviction track record →
Mkt Cap $8B P/E 10.6 fwd 7.0 52wk $19.41 - $24.92 2h ago
Insider buying: $457,213,600 bought by 25 insiders (30d)
Est. revisions: +0.1% (1 up, 0 down in 30d)
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model & Position History (net +1.2)

Factor Model

net +1.2 3.0 / 10
Est. Revisions
+0.0
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
+1.0
Narrative Gap
+0.0

Berkshire Hathaway Buys $457M in Sirius Shares

Watch: Watch next earnings for margin expansion trends to validate accelerating revenue momentum and Berkshire's conviction.

Full analysis

Berkshire Hathaway purchased $457M of Sirius XM shares at prices between $20.85 and $27.43 over multiple insider trades. These buys represent strong bullish insider activity while financials show accelerating revenue growth of 20% YoY and improved margins. Sirius trades near its 52-week high, supported by a $24.23 average analyst target and low earnings estimate revisions upward by 10%.

Berkshire's sizable purchases signal strong confidence amid improving financial momentum and undervaluation against analyst targets, suggesting potential for stock appreciation.

Evidence

2d ago Insider buy by BERKSHIRE HATHAWAY INC (SIRI): $53,957,343
2d ago Insider buy by BERKSHIRE HATHAWAY INC (SIRI): $106,454,379
2d ago Insider buy by BERKSHIRE HATHAWAY INC (SIRI): $107,234,753
2d ago Insider buy by BERKSHIRE HATHAWAY INC (SIRI): $60,692,845
2d ago Insider buy by BERKSHIRE HATHAWAY INC (SIRI): $42,143,337
2d ago Insider buy by BERKSHIRE HATHAWAY INC (SIRI): $86,730,943
2d ago Warren Buffett Owns Nearly 10% of This Company -- Should You Follow His Lead? yahoo-finance
31d ago Here’s How Sirius Holdings (SIRI) Plans To Pay Back Its Short Term Debt yahoo-finance
Fundamentals & Data ▾
Sirius XM Holdings Inc. Communication Services · Entertainment
Mkt Cap
$8B
P/E
10.6 fwd 7.0
Beta
0.86
Div Yield
456.00%
52w Range
$19.41 - $24.92
Short Interest
29.7M 14.48%
Days to Cover
8.2 -3%
Insiders
mixed 0B / 0S
EPS Estimate
$0.71 +0.1% 30d 1up / 0dn
Est. Dispersion
18% 11 analysts
Analyst Target
$24 $18 - $31
Options P/C
0.49
Insider Cluster
strong sell 1B / 2S
Financials
Revenue
$2.2B +0% YoY
FCF
$536M
Gross Margin
48%
Op Margin
23%
Momentum: accelerating
Top Holders
Berkshire $2.5B
Recent Filings & Data
insider trade 153
net buying · $4,755,653 sold · $457,213,600 bought
25 insiders · 153 transactions (30d)
Recent transactions
MAFFEI GREGORY B · other
WITZ JENNIFER C · award
MAFFEI GREGORY B · award
SUD ANJALI · award
PROCOPE JONELLE · award
STEPHENSON DAVID ELIOT · award
COUGHLIN ZACHARY · award
THORSEN WAYNE · award
MOTHNER EVE · award
ZASLAV DAVID M · award
GREENSTEIN SCOTT ANDREW · award
RAPINO MICHAEL JAMES · award
HARTENSTEIN EDDY W. · award
MALONE EVAN DANIEL · award
SALEN KRISTINA · award
MOTHNER EVE · award
COUGHLIN ZACHARY · award
THORSEN WAYNE · award
WITZ JENNIFER C · award
WITZ JENNIFER C · award
MAFFEI GREGORY B · award
SUD ANJALI · award
PROCOPE JONELLE · award
STEPHENSON DAVID ELIOT · award
THORSEN WAYNE · award
ZASLAV DAVID M · award
BARRY THOMAS D · award
BAER RICHARD N · award
GREENSTEIN SCOTT ANDREW · award
RAPINO MICHAEL JAMES · award
HARTENSTEIN EDDY W. · award
MALONE EVAN DANIEL · award
SALEN KRISTINA · award
SALEN KRISTINA · sell · $39,926
STEPHENSON DAVID ELIOT · award
WITZ JENNIFER C · award
MAFFEI GREGORY B · award
SUD ANJALI · award
PROCOPE JONELLE · award
THORSEN WAYNE · award
ZASLAV DAVID M · award
BARRY THOMAS D · award
BAER RICHARD N · award
GREENSTEIN SCOTT ANDREW · award
RAPINO MICHAEL JAMES · award
HARTENSTEIN EDDY W. · award
MALONE EVAN DANIEL · award
SALEN KRISTINA · award
BERKSHIRE HATHAWAY INC · buy · $106,454,379
SALEN KRISTINA · sell · $35,133
MAFFEI GREGORY B · award
SUD ANJALI · award
PROCOPE JONELLE · award
ZASLAV DAVID M · award
RAPINO MICHAEL JAMES · award
HARTENSTEIN EDDY W. · award
MALONE EVAN DANIEL · award
SALEN KRISTINA · award
WITZ JENNIFER C · award
MAFFEI GREGORY B · award
SUD ANJALI · award
PROCOPE JONELLE · award
THORSEN WAYNE · award
ZASLAV DAVID M · award
BARRY THOMAS D · award
BAER RICHARD N · award
GREENSTEIN SCOTT ANDREW · award
RAPINO MICHAEL JAMES · award
HARTENSTEIN EDDY W. · award
MALONE EVAN DANIEL · award
SALEN KRISTINA · award
SALEN KRISTINA · sell · $36,768
HARTENSTEIN EDDY W. · other
SUD ANJALI · award
BAER RICHARD N · award
WITZ JENNIFER C · award
MAFFEI GREGORY B · award
PROCOPE JONELLE · award
THORSEN WAYNE · award
ZASLAV DAVID M · award
BARRY THOMAS D · award
GREENSTEIN SCOTT ANDREW · award
RAPINO MICHAEL JAMES · award
MEYER JAMES E · award
HARTENSTEIN EDDY W. · award
MALONE EVAN DANIEL · award
SALEN KRISTINA · award
BARRY THOMAS D · award
BERKSHIRE HATHAWAY INC · buy · $53,957,343
THORSEN WAYNE · award
BARRY THOMAS D · award
DONNELLY PATRICK L · award
BERKSHIRE HATHAWAY INC · buy · $107,234,753
WITZ JENNIFER C · award
MAFFEI GREGORY B · award
PROCOPE JONELLE · award
INZERILLO JOSEPH A · award
ZASLAV DAVID M · award
BARRY THOMAS D · award
GREENSTEIN SCOTT ANDREW · award
RAPINO MICHAEL JAMES · award
MEYER JAMES E · award
HARTENSTEIN EDDY W. · award
DONNELLY PATRICK L · award
MALONE EVAN DANIEL · award
SALEN KRISTINA · award
BERKSHIRE HATHAWAY INC · buy · $60,692,845
BERKSHIRE HATHAWAY INC · buy · $42,143,337
BERKSHIRE HATHAWAY INC · buy · $86,730,943
WITZ JENNIFER C · award
MAFFEI GREGORY B · award
PROCOPE JONELLE · award
INZERILLO JOSEPH A · award
ZASLAV DAVID M · award
BARRY THOMAS D · award
GREENSTEIN SCOTT ANDREW · award
RAPINO MICHAEL JAMES · award
MEYER JAMES E · award
HARTENSTEIN EDDY W. · award
DONNELLY PATRICK L · award
MALONE EVAN DANIEL · award
SALEN KRISTINA · award
WITZ JENNIFER C · other
PROCOPE JONELLE · other
BLAU DAVID ADAM · other
INZERILLO JOSEPH A · other
ZASLAV DAVID M · other
BARRY THOMAS D · other
GREENSTEIN SCOTT ANDREW · other
RAPINO MICHAEL JAMES · other
MEYER JAMES E · other
MAFFEI GREGORY B · other
HOLDEN JAMES P · other
HARTENSTEIN EDDY W. · other
DONNELLY PATRICK L · other
VOGEL CARL E · other
MALONE EVAN DANIEL · other
HICKENLOOPER ROBIN S. · other
SALEN KRISTINA · other
GREENSTEIN SCOTT ANDREW · sell · $4,578,482
SALEN KRISTINA · sell · $32,547
SALEN KRISTINA · sell · $32,797
VERBRUGGE JOSEPH A · other
WITZ JENNIFER C · other
PROCOPE JONELLE · other
BLAU DAVID ADAM · other
INZERILLO JOSEPH A · other
ZASLAV DAVID M · other
BARRY THOMAS D · other
GREENSTEIN SCOTT ANDREW · other
RAPINO MICHAEL JAMES · other
MEYER JAMES E · other
MAFFEI GREGORY B · other
ⓘ Filing analysis pending — next scan runs every 12 hours
ⓘ Transcript analysis coming soon
8 signals · latest 2d ago

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