SiriusPoint Ltd. (SPNT) Stock Price & Analysis
SiriusPoint Ltd. (SPNT) closed at USD 25.96 on Thursday, October 22, 2026, up 1.09% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 25.68; the Oct 22, 2026 session ranged USD 25.48–26.11 on volume of 1,207,890 shares. Market capitalization is $3.02B, with a 52-week range of USD 17.71–26.5 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 10:01 UTC.
Also available as compact Markdown for AI agents: nexqual.com/SPNT.md
Key facts (SPNT)
- Last four reported quarters (through Jun 30, 2026): revenue $3.25B, net income $506M (15.6% margin) (SEC filings).
- Valuation: P/E 6.0x (avg 8.4x at the last 3 fiscal year-ends), net debt $60.7M.
- Analysts: Buy (mean 2.20 on a 1–5 scale) (5 analysts), mean target USD 28.75 (range 27–31).
- Total return with dividends: 1Y +41.3% vs S&P 500 +14.9%; 5Y +175.6% vs S&P 500 +80.3%.
- Next earnings: 2026-11-05, EPS estimate USD 0.64, revenue estimate $783M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (SPNT)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $2.18B | $2.11B | $2.74B | $2.60B | $3.21B | $3.25B |
| Net income | $58.1M | -$387M | $355M | $200M | $460M | $506M |
| EPS (diluted) | $0.27 | -$2.51 | $1.85 | $1.04 | $3.64 | — |
| Net margin | 2.7% | -18.4% | 13.0% | 7.7% | 14.3% | 15.6% |
| Revenue growth | +145.1% | -3.4% | +30.0% | -4.9% | +23.1% | — |
| Cash + short-term investments | $1000M | $705M | $969M | $682M | $731M | — |
| Total debt | $817M | $778M | $786M | $639M | $689M | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (SPNT)
P/E 6.0x · P/S 0.9x · EV/Sales 0.9x · P/B 1.3x · Earnings yield 16.77% · Dividend yield (paid, TTM) 0.00% · Buyback yield (TTM) 2.43% · Net debt $60.7M · EV $3.08B
P/E at fiscal year-ends: Dec 2025 5.8x, Dec 2024 13.9x, Dec 2023 5.5x.
Analysts (SPNT)
Consensus Buy (mean 2.20 on a 1–5 scale), 5 analysts; mean target USD 28.75 (low 27, high 31).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-09-22 | RBC Capital | Initiated | Outperform | $30 |
Total return (dividends reinvested) (SPNT)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +41.3% | +175.6% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +41.5% | +22.4% |
| Volatility (annualized) | 27.4% | 32.8% |
| Max drawdown | -14.7% (Dec 2025→Jan 2026) | -55.4% (Nov 2021→Jul 2022) |
SPNT suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Partner | Arcadian Risk Capital | “On October 3, 2025, we entered into an agreement to sell our 49% equity stake in Arcadian to Lee Equity Partners for total consideration of $140.4 million, inclusive of a pre-close dividend.” |
| Partner | ArmadaCorp Capital | “We will continue our underwriting capacity partnership with Armada until the end of 2030.” |
Quoted from the company's 10-K filed Feb 24, 2026.
SPNT company outlook (results filed Jul 29, 2026)
- “In addition, forward-looking statements generally can be identified by the use of forward-looking terminology such as "believes," "intends," "seeks," "anticipates," "aims," "plans," "targets," "estimates," "expects," "assumes," "continues," "guidance," "should," "could," "will," "may" and the negative of these or similar terms and phrases.”
Quoted word-for-word from the SEC 8-K results press release.
SPNT analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.64 | $0.58 | +10.2% | $783.1M | 5 |
| Next quarter (ends Dec 2026) | $0.61 | $0.61 | -0.7% | $787.4M | 5 |
| Current fiscal year (ends Dec 2026) | $2.66 | $2.57 | +3.6% | $3.09B | 5 |
| Next fiscal year (ends Dec 2027) | $2.76 | $2.77 | -0.2% | $3.26B | 5 |
Key Statistics (as of October 23, 2026 at 10:01 UTC)
| Price | USD 25.96 |
|---|---|
| Change | ▲ 1.09% (up) |
| Previous Close | USD 25.68 |
| Open | USD 25.72 |
| Day Range | USD 25.48 – 26.11 |
| 52-Week Range | USD 17.71 – 26.5 |
| Volume | 1,207,890 shares |
| Market Cap | $3.02B |
| Exchange | NYQ |
Technical Analysis (SPNT)
Nexqual's technical model rates SPNT "BUY" based on 5 bullish and 2 bearish signals across 127 daily candles, as of October 23, 2026 at 10:01 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 65.86 (neutral) |
| vs SMA50 | Above (USD 24.58) |
| MACD | 0.28 (positive) |
Analyst Ratings (SPNT)
Wall Street analysts rate SPNT "Buy" based on 5 analysts, with a mean price target of USD 28.75 (range USD 27–31), per Nexqual as of October 23, 2026 at 10:01 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 5 |
| Mean Target | USD 28.75 |
| High Target | USD 31 |
| Low Target | USD 27 |
| Buy / Hold / Sell | 3 / 2 / 0 |
Earnings (SPNT)
| Next Earnings Date | 2026-11-05 |
|---|---|
| EPS Estimate | USD 0.64 |
| Revenue Estimate | $783.07M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.67 vs est 0.65 ▲ beat |
| 2026-03-31 | USD 0.7 vs est 0.69 ▲ beat |
| 2025-12-31 | USD 0.7 vs est 0.57 ▲ beat |
| 2025-09-30 | USD 0.73 vs est 0.51 ▲ beat |
Source: Nexqual, October 23, 2026 at 10:01 UTC.
Financials & Fundamentals (SPNT)
| Total Revenue | $3.00B |
|---|---|
| Revenue Growth (latest quarter, YoY) | -0.50% |
| Gross Margin | +23.86% |
| Operating Margin | +13.60% |
| Profit Margin | +16.85% |
| ROE | +23.07% |
| Debt / Equity | 0.31 |
| Current Ratio | 0.66 |
| Total Cash | $687.10M |
| Total Debt | $700.90M |
Source: Nexqual, October 23, 2026 at 10:01 UTC.
Financial Health Score (SPNT)
Nexqual rates SiriusPoint Ltd.'s overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 10:01 UTC.
| Growth | Weak — Revenue -1% YoY (latest Q), declining |
|---|---|
| Profitability | Mixed — Gross margin 24%, operating 14% (last 12 months) |
| Balance Sheet | Mixed — $615M cash and investments vs $676M debt (Jun 2026, SEC) |
| Cash Flow | Solid — Operating cash flow $102M (FY ended Dec 2025, 10-K) |
| Efficiency | Strong — ROE 23%, ROA 2.2% |
Ownership (SPNT)
| Insider Ownership | +11.72% |
|---|---|
| Institutional Ownership | +87.14% |
| Shares Outstanding | 116.17M |
| Float | 101.86M |
| Short % of Float | +5.17% |
Source: Nexqual, October 23, 2026 at 10:01 UTC.
From SiriusPoint Ltd.'s Latest SEC 10-K Filing (filed 2026-02-24)
Key Strengths & Strategy (as disclosed to the SEC)
- Our approach to underwriting allows us to deploy our capital in a variety of lines of business and to capitalize on opportunities that we believe offer favorable returns on equity over the long term.
- Our approach is to be nimble and attuned to market opportunities within our segments of Insurance & Services and Reinsurance, allocating capital where we see profitable opportunity, while remaining disciplined and focused on our specified risk tolerances and areas of expertise.
- In London, we write on Lloyd's paper through our platform, Syndicate 1945, and in the U.S., we underwrite through SiriusPoint America.
- We believe we have developed strong business relationships with the management of many of our ceding companies and reinsurance intermediaries.
Partnerships
- Our global team performs claims oversight across our diverse underwriting portfolio and we work in partnership with our business line experts.
- We generally manage our investment portfolio to balance quality, liquidity, and diversification with asset/liability matching and investment return.
Legal & Regulatory Risks (Item 1A, quoted)
- Our claims and claim expense reserves are subject to inherent uncertainties, which could cause our losses to exceed our loss reserves.
- The effect of emerging claim and coverage issues on our business is uncertain and as a result, we may suffer losses from unfavorable outcomes from litigation and other legal proceedings.
- Our ability to pay dividends may be constrained by our holding company structure and certain regulatory and other factors.
- We conduct due diligence before entering into MGA arrangements, but if we fail to confirm that an MGA has sufficient underwriting expertise or regulatory understanding, or if the MGA's business is early‑stage with limited historical data or rapidly evolving products or markets, we may incur losses, including those related to initial pricing and reserving.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| HG | Hamilton Insurance Group, Ltd. | USD 37.11 | ▲ 1.62% |
| RNR | RenaissanceRe Holdings Ltd. | USD 362.59 | ▲ 2.12% |
| EG | Everest Group, Ltd. | USD 407.56 | ▲ 3.24% |
| RGA | Reinsurance Group of America, I | USD 272.05 | ▲ 1.07% |
| GLRE | Greenlight Reinsurance, Ltd. | USD 15.3 | ▲ 2.41% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 10:01 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt