Siriuspoint Ltd (SPNT)
NYSE:SPNT
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Earnings Data
Report Date
Jul 30, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.65Last Year’s EPS
0.66Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Overall the call conveyed strong operational and capital progress — improved underwriting margins, multi-quarter underwriting profitability, ROE above targets, meaningful capital returns and rating upgrades. Headwinds are present in reinsurance/pricing in certain niche markets, elevated short-term expenses and some one-off premium effects, but management emphasizes disciplined underwriting, reduced catastrophe exposure, prudent reserving and a strong balance sheet. The positives on profitability, capital strength and reserve releases materially outweigh the noted market and line-specific challenges.Company Guidance
Improved Underwriting Performance
Core combined ratio improved to 88.9% (lowest in 6 quarters) and underwriting income was $71 million, a 149% year-over-year increase; this marks the 14th consecutive quarter of underwriting profitability.
Strong Returns on Equity
Operating ROE was 15.3% (within target) and core operating ROE was 17.9% (above the 12%-15% across-cycle target); GAAP ROE was 17.4% reflecting the Arcadian sale closure.
Capital Strength and Returns to Shareholders
Estimated BSCR capital ratio of 242%; redeemed $200 million of preference shares and repurchased over $40 million of common shares in 1Q; buyback authorization increased to full $174 million (additional $74 million announced); leverage/debt-to-capital declined to ~23% (22.8%).
Balance Sheet and Book Value Improvement
Book value per diluted share excluding AOCI increased 5% sequentially to $18.98; liquidity over $1 billion and net runoff reserves reduced to under $500 million (from just over $1 billion at end of 2023).
Ratings Upgrades and Financial Strength
Financial strength ratings upgraded to 'A' by S&P, Fitch and AM Best over the past 3 months, citing consistent earnings and balance sheet strength.
Top-line Momentum in Insurance & Services
Insurance & Services gross written premium grew 8% with Accident & Health up 9%; adjusted for one-offs, both gross and net written premiums grew ~4% year-over-year; management expects full-year GWP growth of 5%–10%, weighted to second half and strong Insurance growth.
Reserving and Prior Year Development
20th consecutive quarter of favorable prior year development; favorable PYD of $32 million within core ($18 million consolidated), supporting prudent reserving narrative.
Investment Portfolio Performance
Net investment income of $66 million and total investment result of $78 million; fixed income portfolio average credit quality AA-, 99% investment grade, duration 3.1 years and reinvestment yields exceeding 4.5%.
SPNT Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SPNT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $23.49 | $23.45 | -0.17% |
Feb 18, 2026 | $20.57 | $22.01 | +7.00% |
Oct 30, 2025 | $18.19 | $18.20 | +0.05% |
Aug 04, 2025 | $19.58 | $18.39 | -6.08% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Siriuspoint Ltd (SPNT) report earnings?
Siriuspoint Ltd (SPNT) is schdueled to report earning on Jul 30, 2026, After Close (Confirmed).
What is Siriuspoint Ltd (SPNT) earnings time?
Siriuspoint Ltd (SPNT) earnings time is at Jul 30, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SPNT EPS forecast?
SPNT EPS forecast for the fiscal quarter 2026 (Q2) is 0.65.