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SiriusPoint Ltd.(SPNT)Earnings, Financials & Key Ratios
SPNT•NYSE•Insurance & Managed Care
$24.55
6.7× P/E·Price updated Jul 6, 2026
AboutSiriusPoint Ltd. provides multi-line insurance and reinsurance products and services worldwide. The company operates through two segments, Reinsurance, and Insurance & Services. The Reinsurance segment provides coverage to various product lines, which includes aviation and space, casualty, contingency, credit and bond, marine and energy, mortgage, and property to insurance and reinsurance companies, government entities, and other risk bearing vehicles. The Insurance & Services segment offers coverage to various product lines comprising accident and health, environmental, workers' compensation, and other lines of business, including a cross section of property and casualty lines. The company was formerly known as Third Point Reinsurance Ltd. and changed its name to SiriusPoint Ltd. in February 2021. SiriusPoint Ltd. was incorporated in 2011 and is headquartered in Pembroke, Bermuda.Show more
- Revenue$3.21B+22.6%
- Combined Ratio83.11%-8.8%
- Net Income$460M+129.9%
- Return on Equity20.84%+133.0%
- Medical Cost Ratio47.41%-34.3%
- Operating Margin16.89%+89.4%
- Net Margin14.34%+87.5%
- ROA3.66%+132.7%
- Equity / Assets19.66%+27.0%
SPNT Price & Volume
SiriusPoint Ltd. (SPNT) stock price & volume — 10-year historical chart
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Portfolio Remediation Drives Improving Underwriting Margin Trajectory
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Mixed
Profitability:Moderate
Financial:Healthy
Cash Flow:Improving
Primary Risk:Casualty reserve development volatility
Key Thesis Takeaways
- SiriusPoint is currently navigating a strategic transition toward a more disciplined, fee-oriented MGA model, which appears to be yielding results as evidenced by the improvement in the combined ratio to 84.3% in 2026Q1.
- While the company's shift toward specialty lines is promising, investors should monitor the volatility in casualty reserve development and the potential impact of social inflation on long-tail liabilities.
- The aggressive capital return strategy, highlighted by $221.9 million in share repurchases during 2026Q1, suggests management is confident in the firm's underlying cash generation despite the inherent cyclicality of reinsurance renewals.
Verdict Logic
while the current P/E TTM of 6.53 suggests an attractive valuation, the significant volatility in quarterly loss ratios, which peaked at 80.5% in 2024Q4, warrants caution regarding the sustainability of recent earnings growth.
SPNT Growth Metrics
SiriusPoint Ltd. (SPNT) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years18.68%
5 Years29.37%
3 Years13.86%
TTM21.83%
Profit CAGR
10 Years-
5 Years26.16%
3 Years-
TTM200.06%
EPS CAGR
10 Years-
5 Years18.99%
3 Years-
TTM319.87%
Return on Capital
10 Years1.83%
5 Years1.68%
3 Years4.53%
Last Year7.83%
SPNT Recent Earnings
SiriusPoint Ltd. (SPNT) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 10/12 qtrs (83%)●Beat Revenue 4/12 qtrs (80%)
Q2 2026Latest
May 7, 2026Metric
Actual
Est
EPS
$0.82+26.2%
$0.65
Rev
$1.0B+16.9%
$858M
Q1 2026
Feb 18, 2026Metric
Actual
Est
EPS
$0.70+29.6%
$0.54
Rev
$898M+27.3%
$706M
Q4 2025
Oct 30, 2025Metric
Actual
Est
EPS
$0.72+41.2%
$0.51
Rev
$754M+33.6%
$564M
Q3 2025
Aug 4, 2025Metric
Actual
Est
EPS
$0.66+17.9%
$0.56
Rev
$748M+1.2%
$739M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 7, 2026 | $0.82vs $0.65+26.2% | $1.0Bvs $858M+16.9% |
| Q1 2026 | Feb 18, 2026 | $0.70vs $0.54+29.6% | $898Mvs $706M+27.3% |
| Q4 2025 | Oct 30, 2025 | $0.72vs $0.51+41.2% | $754Mvs $564M+33.6% |
| Q3 2025 | Aug 4, 2025 | $0.66vs $0.56+17.9% | $748Mvs $739M+1.2% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for SiriusPoint Ltd. (SPNT)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $24.55 | $2.89B | 6.73 | 22.62% | 14.34% | 20.84% | 0.54% | |
| $323.11 | $13.94B | 5.71 | 9.45% | 26.93% | 16.59% | — | |
| $101.81 | $35.57B | 8.76 | 14.27% | 24.73% | 20.48% | — | |
| $16.32 | $541.28M | 7.52 | 7.47% | 11.46% | 11.68% | — | |
| $83.75 | $4.37B | 9.01 | 173.81% | 14.31% | 12.02% | — | |
| $142.13 | $3.77B | 19.82 | 58.16% | 20.15% | 21.74% | — |
Compare SPNT vs Peers
SiriusPoint Ltd. (SPNT) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
SPNT SEC Filings & Documents
SiriusPoint Ltd. (SPNT) SEC filings — annual & quarterly reports (10-K, 10-Q)
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SPNT Frequently Asked Questions
SiriusPoint Ltd. (SPNT) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
How fast is SiriusPoint Ltd. growing?
SiriusPoint Ltd. (SPNT) grew revenue by 22.6% over the past year. This is strong growth.
Is SPNT profitable?
Yes, SiriusPoint Ltd. (SPNT) is profitable, generating $500.2M in net income for fiscal year 2025 (14.3% net margin).
Dividend & Returns
Does SPNT pay dividends?
Yes, SiriusPoint Ltd. (SPNT) pays a dividend with a yield of 0.54%. This makes it attractive for income-focused investors.
What is SPNT's return on equity?
SiriusPoint Ltd. (SPNT) has a return on equity (ROE) of 20.8%. This is excellent, indicating efficient use of shareholder capital.
Industry Metrics
What is SiriusPoint Ltd.'s combined ratio?
SiriusPoint Ltd. (SPNT) has a combined ratio of 83.1%. A ratio below 100% indicates underwriting profitability.