Earnings summaries and quarterly performance for SiriusPoint.
Executive leadership at SiriusPoint.
Scott Egan
Chief Executive Officer
Anthony Shapella
Group Chief Underwriting Officer
David Govrin
Group President and Chief Executive Officer of Global Reinsurance
James McKinney
Chief Financial Officer
Rob Gibbs
Chief Executive Officer, SiriusPoint International
Board of directors at SiriusPoint.
Bronek Masojada
Chair of the Board
Daniel Loeb
Director
Franklin Montross IV
Independent Director
Jason Robart
Independent Director
Martin Hudson
Independent Director
Mehdi Mahmud
Independent Director
Peter Tan
Director
Sharon Ludlow
Independent Director
Susan Cross
Independent Director
Research analysts who have asked questions during SiriusPoint earnings calls.
Andrew Andersen
Jefferies
4 questions for SPNT
Anthony Mottolese
Dowling & Partners
4 questions for SPNT
Michael Phillips
Oppenheimer & Co. Inc.
4 questions for SPNT
Randy Binner
B. Riley Securities
4 questions for SPNT
Recent press releases and 8-K filings for SPNT.
- SiriusPoint Ltd.'s wholly owned subsidiary, International Medical Group (IMG), will acquire Assist America, a leading provider of global emergency travel assistance services.
- Assist America generates approximately $20 million in annual assistance revenues and provides services to over 40 million members across Asia, the Middle East, and North America.
- The acquisition is expected to be accretive to both return on equity and earnings per share for SiriusPoint, and will add capital-light fee income.
- This strategic acquisition will bolster IMG\u2019s third-party medical and travel assistance revenue, increase its scale in the US, and expand its coverage to Asia and the Middle East.
- SiriusPoint reported a strong Q3 2025 operating return on equity of 17.9% and a core combined ratio of 89.1%, contributing to a year-to-date operating return on equity of 16.1%, exceeding its 12% to 15% target range.
- The company achieved 26% year-over-year growth in gross premiums written for Q3 2025, marking its sixth consecutive quarter of double-digit growth.
- SiriusPoint announced agreements to sell its 100% stake in Armada and 49% stake in Arcadian for combined total proceeds of $389 million, which is expected to increase book value per share by approximately $1.75 upon closure.
- S&P upgraded SiriusPoint's outlook to positive in Q3 2025, following previous upgrades from AM Best and Fitch.
- SiriusPoint reported a Core Combined Ratio of 89.1% and an Operating Return on Equity of 17.9% for Q3 2025, marking its twelfth consecutive quarter of underwriting profit.
- The company achieved Gross Premiums Written of $872 million, an increase of 26% year-over-year, and Operating Earnings Per Share of $0.72, up 41% year-over-year for Q3 2025.
- Book Value Per Share (excluding AOCI) grew by 6% in the quarter to $16.47 at Q3 2025, and 16% year-to-date. S&P upgraded the company's outlook to 'Positive' from 'Stable'.
- SiriusPoint agreed to sell two MGAs, Armada for $250 million and Arcadian for $139 million, which are expected to increase BVPS by an additional $1.75 upon their respective closings in Q4 2025 and Q1 2026.
- SiriusPoint Ltd. reported strong Third Quarter 2025 results, with a Core combined ratio of 89.1% and underwriting income for the Core business increasing 11% to $70 million.
- The company achieved an operating return on equity of 17.9% for Q3 2025, contributing to a year-to-date operating return on equity of 16.1%, both exceeding the 12-15% target range.
- Gross premiums written for the Core business grew 26% in Q3 2025, marking the sixth consecutive quarter of double-digit growth, and diluted earnings per common share were $0.73.
- The announced sales of ArmadaCare and Arcadian MGAs are expected to unlock significant value, representing an increase of approximately $1.75 per share to book value, with gains of c.$180 million (Armada) and c.$25-30 million (Arcadian).
- SiriusPoint Ltd. announced a Core combined ratio of 89.1% for the third quarter ended September 30, 2025, with underwriting income for its Core business increasing 11% to $70 million.
- The company achieved an operating return on equity of 17.9% in the third quarter, contributing to a year-to-date operating return on equity of 16.1%, both exceeding its 12-15% 'across the cycle' target range.
- Gross premiums written for the Core business grew 26% in the third quarter of 2025, marking the sixth consecutive quarter of double-digit growth.
- Diluted earnings per common share were $0.73, and book value per diluted common share (ex. AOCI) increased 5.3% in the quarter to $16.47 as of September 30, 2025.
- SiriusPoint Ltd. (SPNT) has agreed to sell its 49% equity stake in Arcadian Risk Capital to Lee Equity Partners for $139 million, including a pre-close dividend.
- The transaction is anticipated to close by the end of the first quarter of 2026, subject to regulatory approvals.
- The company expects to recognize a pre-tax gain of $25-30 million from the sale, in addition to a $96 million gain already recognized in Q2 2024.
- SiriusPoint has also renewed and extended its capacity agreement with Arcadian until the end of 2031.
- SiriusPoint has agreed to sell its 49% equity stake in Arcadian Risk Capital to Lee Equity Partners for a total consideration of $139 million, which includes a pre-close dividend.
- Upon completion of the sale, SiriusPoint expects to recognize a pre-tax gain of $25-30 million, in addition to a $96 million gain previously recognized in the second quarter of 2024.
- The company has also renewed and extended its capacity agreement with Arcadian until the end of 2031.
- The transaction is expected to close prior to the end of the first quarter of 2026, subject to regulatory approvals and customary closing conditions.
- S&P Global Ratings has revised its outlook on SiriusPoint Ltd. and its operating subsidiaries to Positive from Stable.
- This positive revision is attributed to the Company's underwriting profits over the past two and a half years and a significantly reduced risk profile.
- S&P affirmed SiriusPoint's 'A-' issuer credit and financial strength ratings for core operating subsidiaries and its 'BBB' long-term issuer credit rating.
- The improved outlook also reflects a substantial reduction in exposure to natural catastrophe and investment risk, alongside robust underwriting results.
- Earlier this year, Fitch Ratings and AM Best also revised SiriusPoint's outlook to Positive from Stable.
- Ambac Financial Group, Inc. is acquiring ArmadaCare from SiriusPoint Ltd. for $250 million.
- The transaction is expected to close in the fourth quarter of 2025.
- SiriusPoint will continue its valued partnership with ArmadaCare through a new five-year commitment.
- SiriusPoint Ltd. has entered into an agreement to sell its wholly owned supplemental health insurance program manager, ArmadaCare, to Ambac Financial Group Inc. for $250 million.
- Upon completion of the sale, SiriusPoint expects to recognize a pre-tax gain of $220-230 million and anticipates a 10% increase in pro-forma tangible book value.
- SiriusPoint will continue its capacity partnership with Armada until the end of 2030.
- The transaction is expected to close in the fourth quarter of 2025, subject to customary closing conditions and regulatory approvals.
Quarterly earnings call transcripts for SiriusPoint.
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