Sirius XM (SIRI) rises 5.5% as investors focus on new content distribution deal and near-term catalysts

Sirius XM Holdings (SIRI) is up 5.5% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to fresh headlines around SiriusXM expanding its news/content offering via a new ABC News programming partnership, adding another near-term narrative for the stock. The rally could also be momentum-driven as investors position ahead of the company’s scheduled Q1 2026 results later this month.

Details:

SiriusXM is adding an “ABC News Live” channel on its app (channel 796), expanding its always-on news lineup.

SiriusXM is also planning to add “20/20 True Crime” (channel 794) later this spring, extending its true-crime audio footprint.

SiriusXM has scheduled its first-quarter 2026 operating and financial results for April 30, 2026, with a conference call that morning.

Sources:

SiriusXM Investor Relations, SiriusXM, TheWrap

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

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$SIRI Hedge Fund Activity

We have seen 201 institutional investors add shares of $SIRI stock to their portfolio, and 253 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 1,839,324 shares (-75.2%) from their portfolio in Q4 2025, for an estimated $36,777,283
CITADEL ADVISORS LLC removed 1,687,820 shares (-68.1%) from their portfolio in Q4 2025, for an estimated $33,747,960
HBK INVESTMENTS L P added 1,685,004 shares (+inf%) to their portfolio in Q4 2025, for an estimated $33,691,654
BANK OF NEW YORK MELLON CORP added 1,449,036 shares (+253.8%) to their portfolio in Q4 2025, for an estimated $28,973,474
DIMENSIONAL FUND ADVISORS LP added 1,414,426 shares (+434.0%) to their portfolio in Q4 2025, for an estimated $28,281,447
BLACKROCK, INC. added 1,389,734 shares (+16.0%) to their portfolio in Q4 2025, for an estimated $27,787,731
AQR CAPITAL MANAGEMENT LLC removed 1,332,434 shares (-47.9%) from their portfolio in Q4 2025, for an estimated $26,642,017

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

$SIRI Congressional Stock Trading

Members of Congress have traded $SIRI stock 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.

Here’s a breakdown of recent trading of $SIRI stock by members of Congress over the last 6 months:

SENATOR JOHN W. HICKENLOOPER sold up to $100,000 on 02/05.
REPRESENTATIVE AUGUST PFLUGER sold up to $15,000 on 01/13.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

$SIRI Analyst Ratings

Wall Street analysts have issued reports on $SIRI in the last several months. We have seen 1 firms issue buy ratings on the stock, and 1 firms issue sell ratings.

Here are some recent analyst ratings:

Barrington Research issued a "Outperform" rating on 11/03/2025
JP Morgan issued a "Underweight" rating on 10/31/2025

To track analyst ratings and price targets for $SIRI, check out Quiver Quantitative's $SIRI forecast page.

$SIRI Price Targets

Multiple analysts have issued price targets for $SIRI recently. We have seen 4 analysts offer price targets for $SIRI in the last 6 months, with a median target of $26.0.

Here are some recent targets:

Sebastiano Petti from JP Morgan set a target price of $24.0 on 02/10/2026
Barton Crockett from Rosenblatt set a target price of $24.0 on 02/06/2026
Patrick Sholl from Barrington Research set a target price of $28.0 on 02/05/2026
Matthew Harrigan from Benchmark set a target price of $30.0 on 10/31/2025

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.