SiriusPoint Ltd
SPNT · Fire, Marine & Casualty Insurance · 117.5M shares · +16%/yr ↑ dilution · EDGAR filings ↗
Reference price $19.55 · est. market cap ~$2.3B — last insider sale, 2025-05-08 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B73SiriusPoint — (re)insurer with a strong underwriting/earnings turnaround.
Strengths
- ROE 18.6% (67th pct); net income up sharply (88th); revenue +23%
- Improved underwriting discipline
Risks
- Catastrophe and reserve exposure; weak operating cash margin (23rd)
- Investment-result variability
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Chronic dilutionShare count +16%/yr over 4y (dilution, book value/share -46%)
- Strong balance sheetStrong balance sheet — $731M cash & investments
- Revenue declineRevenue -20.4% YoY
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Net margin
14.3%
Return on equity
18.6%
Return on assets
3.7%
Revenue growth (QoQ)
-20.4%
Net-income growth
129.9%
Debt / equity
0.3×
Tangible book value
$2.3B
Cash & investments
$731M
Stock comp / revenue
1.1%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-05-31 | McKinney James J. | Tax withheld | 3.6K | $21.35 |
| 2026-05-29 | Robart Jason | Grant | 5.9K | $23.29 |
| 2026-05-29 | Ludlow Sharon M | Grant | 5.9K | $23.29 |
| 2026-05-29 | Mahmud Mehdi | Grant | 5.9K | $23.29 |
| 2026-05-29 | Masojada Bronislaw Edmund | Grant | 5.9K | $23.29 |
| 2026-05-29 | Cross Susan Lee | Grant | 5.9K | $23.29 |
| 2026-05-29 | Hudson Martin Peter | Grant | 5.9K | $23.29 |
| 2026-05-29 | Purtill Sabra R. | Grant | 5.9K | $23.29 |
| 2026-05-11 | Egan Scott | Other | 17K | — |
| 2026-05-11 | Egan Scott | Other | 17K | — |
| 2026-04-30 | Charles Patrick John | Tax withheld | 1.1K | $23.29 |
| 2026-04-30 | Leonardo Thomas C. | Tax withheld | 2.4K | $23.29 |
| 2026-04-30 | Shapella Anthony | Tax withheld | 911 | $23.29 |
| 2026-04-30 | Gibbs Robin | Tax withheld | 2.2K | $23.29 |
| 2026-04-30 | Egan Scott | Tax withheld | 4.2K | $23.29 |
| 2026-04-30 | Govrin David E. | Tax withheld | 4.5K | $23.29 |
| 2026-04-30 | McKinney James J. | Tax withheld | 2.6K | $23.29 |
| 2026-04-28 | Shapella Anthony | Grant | 5.9K | — |
| 2026-04-28 | Charles Patrick John | Grant | 11K | — |
| 2026-04-28 | Leonardo Thomas C. | Grant | 13K | — |
| 2026-04-28 | Gibbs Robin | Grant | 11K | — |
| 2026-04-28 | Egan Scott | Grant | 49K | — |
| 2026-04-28 | Egan Scott | Other | 775K | — |
| 2026-04-28 | Egan Scott | Other | 775K | — |
| 2026-04-28 | Govrin David E. | Grant | 20K | — |
| 2026-04-28 | McKinney James J. | Grant | 15K | — |
| 2026-04-14 | Charles Patrick John | Tax withheld | 36K | $22.67 |
| 2026-04-14 | Charles Patrick John | Tax withheld | 2.0K | $22.67 |
| 2026-04-14 | Charles Patrick John | Tax withheld | 1.3K | $22.67 |
| 2026-04-14 | Leonardo Thomas C. | Tax withheld | 42K | $22.67 |
| 2026-04-14 | Leonardo Thomas C. | Tax withheld | 2.4K | $22.67 |
| 2026-04-14 | Leonardo Thomas C. | Tax withheld | 31K | $22.67 |
| 2026-04-14 | Leonardo Thomas C. | Tax withheld | 3.1K | $22.67 |
| 2026-04-14 | Gibbs Robin | Tax withheld | 4.0K | $22.67 |
| 2026-04-14 | Gibbs Robin | Tax withheld | 2.7K | $22.67 |
| 2026-04-14 | Egan Scott | Tax withheld | 138K | $22.67 |
| 2026-04-14 | Egan Scott | Tax withheld | 7.7K | $22.67 |
| 2026-04-14 | Egan Scott | Tax withheld | 4.6K | $22.67 |
| 2026-04-14 | Govrin David E. | Tax withheld | 161K | $22.67 |
| 2026-04-14 | Govrin David E. | Tax withheld | 9.0K | $22.67 |
| 2026-04-14 | Govrin David E. | Tax withheld | 5.8K | $22.67 |
| 2026-04-14 | Shapella Anthony | Tax withheld | 1.0K | $22.67 |
| 2026-04-14 | Gibbs Robin | Tax withheld | 72K | $22.67 |
| 2026-02-27 | Shapella Anthony | Tax withheld | 2.2K | — |
| 2026-02-26 | Leonardo Thomas C. | Grant | 66K | — |
| 2026-02-26 | Leonardo Thomas C. | Grant | 91K | — |
| 2026-02-26 | Egan Scott | Grant | 776K | — |
| 2026-02-26 | Gibbs Robin | Grant | 154K | — |
| 2026-02-26 | Govrin David E. | Grant | 316K | — |
| 2025-12-19 | Egan Scott | Other | 545K | — |
| 2025-12-19 | Egan Scott | Other | 545K | — |
| 2025-12-12 | Egan Scott | Tax withheld | 22K | — |
| 2025-11-30 | Govrin David E. | Tax withheld | 53K | — |
| 2025-11-30 | Shapella Anthony | Tax withheld | 2.4K | — |
| 2025-09-09 | Hudson Martin Peter | Grant | 3.7K | $18.59 |
| 2025-08-31 | Leonardo Thomas C. | Tax withheld | 10K | $18.72 |
| 2025-08-31 | Leonardo Thomas C. | Tax withheld | 1.7K | $18.72 |
| 2025-08-31 | Cabat Evan | Tax withheld | 588 | — |
| 2025-05-31 | McKinney James J. | Tax withheld | 2.4K | — |
| 2025-05-27 | Ludlow Sharon M | Grant | 7.5K | $18.44 |
| 2025-05-27 | Cross Susan Lee | Grant | 7.5K | $18.44 |
| 2025-05-27 | Robart Jason | Grant | 7.5K | $18.44 |
| 2025-05-27 | Montross Franklin IV | Grant | 7.5K | $18.44 |
| 2025-05-27 | Masojada Bronislaw Edmund | Grant | 7.5K | $18.44 |
| 2025-05-23 | Mahmud Mehdi | Grant | 7.5K | $18.44 |
| 2025-05-08 | de la Gueronniere Rafe | Sell | 30K | $19.55 |
| 2025-04-25 | Gibbs Robin | Grant | 14K | — |
| 2025-04-25 | Leonardo Thomas C. | Grant | 16K | — |
| 2025-04-25 | Shapella Anthony | Grant | 7.6K | — |
| 2025-04-25 | Cabat Evan | Grant | 5.7K | — |
| 2025-04-25 | Egan Scott | Grant | 62K | — |
| 2025-04-25 | Govrin David E. | Grant | 26K | — |
| 2025-04-25 | McKinney James J. | Grant | 20K | — |
| 2025-04-14 | Leonardo Thomas C. | Tax withheld | 3.1K | $16.04 |
| 2025-04-14 | Cabat Evan | Tax withheld | 866 | — |
| 2025-04-14 | Gibbs Robin | Tax withheld | 4.0K | — |
| 2025-04-14 | Gibbs Robin | Tax withheld | 2.7K | — |
| 2025-04-14 | Egan Scott | Tax withheld | 3.2K | — |
| 2025-04-14 | Egan Scott | Tax withheld | 1.3K | — |
| 2025-04-14 | Govrin David E. | Tax withheld | 9.0K | — |
| 2025-04-14 | Govrin David E. | Tax withheld | 5.8K | — |
| 2025-04-14 | Leonardo Thomas C. | Tax withheld | 2.4K | $16.04 |
| 2025-04-14 | Shapella Anthony | Tax withheld | 1.0K | — |
| 2025-04-14 | Cabat Evan | Tax withheld | 513 | — |
| 2025-04-06 | Cabat Evan | Tax withheld | 1.1K | — |
| 2025-04-06 | Leonardo Thomas C. | Tax withheld | 6.9K | $16.05 |
| 2025-04-06 | Govrin David E. | Tax withheld | 15K | — |
| 2025-04-06 | Govrin David E. | Tax withheld | 19K | — |
| 2025-02-28 | Shapella Anthony | Tax withheld | 4.3K | — |
| 2025-02-27 | Loeb Daniel S | Sell | 2.9M | $13.71 |
| 2025-02-27 | CMIG International Holding Pte. Ltd. | Other | 45.7M | $14.25 |
| 2025-02-27 | Loeb Daniel S | Sell | 1.2M | $13.71 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-05-21 | Shareholder voteExhibits | filing ↗ |
| 2026-05-07 | ResultsReg FDExhibits | filing ↗ |
| 2026-03-30 | 5.01Exhibits | filing ↗ |
| 2026-03-23 | Exec/director changeExhibits | filing ↗ |
| 2026-03-16 | Exec/director changeReg FDExhibits | filing ↗ |
| 2026-02-18 | ResultsReg FDExhibits | filing ↗ |
| 2026-02-12 | OtherExhibits | filing ↗ |
| 2026-01-30 | OtherExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-05-21 | 2026-05-21 | 0001576018-26-000073 ↗ |
| 8-K | 2026-05-07 | 2026-05-07 | 0001576018-26-000064 ↗ |
| 10-Q | 2026-05-07 | 2026-03-31 | 0001576018-26-000065 ↗ |
| 8-K | 2026-03-30 | 2026-03-25 | 0001576018-26-000047 ↗ |
| 8-K | 2026-03-23 | 2026-03-23 | 0001576018-26-000041 ↗ |
| 8-K | 2026-03-16 | 2026-03-16 | 0001576018-26-000036 ↗ |
| 10-K | 2026-02-24 | 2025-12-31 | 0001576018-26-000032 ↗ |
| 8-K | 2026-02-18 | 2026-02-18 | 0001576018-26-000019 ↗ |
| 8-K | 2026-02-12 | 2026-02-12 | 0001576018-26-000012 ↗ |
| 8-K | 2026-01-30 | 2026-01-30 | 0001576018-26-000007 ↗ |
| 8-K | 2026-01-29 | 2026-01-29 | 0001193125-26-029688 ↗ |
| 8-K | 2025-11-03 | 2025-10-31 | 0001193125-25-261760 ↗ |