Berkshire Increases Sirius XM Stake by 4.2%, 2026 Outlook Shows Potential Recovery
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 05 2026
0mins
Should l Buy BRK.A?
Source: NASDAQ.COM
- Stake Increase: Berkshire Hathaway increased its stake in Sirius XM by 4.2% in Q3, reflecting confidence in the stock's potential despite its underperformance since 2016.
- Debt Pressure: Sirius XM currently carries $10 billion in net debt against a market cap of $6.8 billion; however, management anticipates free cash flow could reach $1.5 billion by 2027, indicating financial resilience.
- Advertising Revenue Growth: While self-pay subscribers and revenue saw a slight decline, Sirius XM's advertising revenue increased by 1% last quarter, suggesting that its strategy for ad-supported services is gradually paying off.
- Cost Control: Sirius XM achieved $200 million in cost savings in 2025 and plans to continue optimizing its cost structure to support future growth strategies.
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Analyst Views on BRK.A
Wall Street analysts forecast BRK.A stock price to rise
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Current: 747960.000
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Current: 747960.000
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About BRK.A
Berkshire Hathaway Inc. and its subsidiaries are engaged in diverse business activities, including insurance and reinsurance, utilities and energy, freight rail transportation, manufacturing, services and retailing. Its segments include Insurance, Burlington Northern Santa Fe (BNSF), Berkshire Hathaway Energy (BHE), Pilot Travel Centers (Pilot), Manufacturing, McLane Company (McLane), and Service and retailing. The Insurance segment includes GEICO, Berkshire Hathaway Primary Group, and Berkshire Hathaway Reinsurance Group. The BNSF segment includes the operation of railroad systems in North America. BHE segment offers regulated electric and gas utilities and real estate brokerage activities. Manufacturing segment manufacturers various products, such as industrial, consumer and building products. The McLane segment is engaged in wholesale distribution of groceries and non-food items. The Pilot segment is an operator of travel centers in North America and a marketer of wholesale fuel.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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