Paul Dickson Sells 127,673 Shares of Sunrun (NASDAQ:RUN) Stock

Sunrun Inc. (NASDAQ:RUN) CRO Paul Dickson sold 127,673 shares of the firm’s stock in a transaction on Monday, April 6th. The shares were sold at an average price of $13.25, for a total transaction of $1,691,667.25. Following the transaction, the executive directly owned 707,126 shares of the company’s stock, valued at $9,369,419.50. The trade was a 15.29% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Sunrun Price Performance

Shares of NASDAQ:RUN traded up $0.65 on Wednesday, reaching $13.87. The company’s stock had a trading volume of 7,702,004 shares, compared to its average volume of 9,559,720. Sunrun Inc. has a 52-week low of $5.38 and a 52-week high of $22.44. The company has a market cap of $3.25 billion, a P/E ratio of 8.11 and a beta of 2.37. The company has a 50-day simple moving average of $15.73 and a 200 day simple moving average of $17.78. The company has a debt-to-equity ratio of 3.38, a quick ratio of 1.27 and a current ratio of 1.66.

Sunrun (NASDAQ:RUN) last issued its quarterly earnings data on Thursday, February 26th. The energy company reported $0.38 EPS for the quarter, topping analysts’ consensus estimates of ($0.08) by $0.46. Sunrun had a net margin of 15.22% and a return on equity of 11.72%. The business had revenue of $1.16 billion during the quarter, compared to analysts’ expectations of $610.29 million. During the same period last year, the company posted $1.41 EPS. The business’s revenue was up 123.5% on a year-over-year basis. As a group, equities research analysts anticipate that Sunrun Inc. will post -0.43 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of equities analysts have commented on RUN shares. Zacks Research cut shares of Sunrun from a “strong-buy” rating to a “hold” rating in a research note on Friday, March 27th. Weiss Ratings raised shares of Sunrun from a “sell (d-)” rating to a “hold (c-)” rating in a research note on Monday, March 2nd. Jefferies Financial Group dropped their price objective on shares of Sunrun from $22.00 to $15.00 and set a “hold” rating for the company in a research note on Tuesday. UBS Group dropped their price objective on shares of Sunrun from $26.00 to $23.00 and set a “buy” rating for the company in a research note on Tuesday, March 10th. Finally, Loop Capital set a $12.00 price objective on shares of Sunrun in a research note on Tuesday, March 3rd. Twelve investment analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $19.23.

Sunrun News Roundup

Here are the key news stories impacting Sunrun this week:

• Positive Sentiment: Recent Q4/earnings narrative and analyst focus: coverage pieces putting Sunrun’s strong Q4 results in context (big revenue and EPS beats versus expectations) are supporting bullish investor views and re-rating interest in the renewable-energy group. Unpacking Q4 Earnings
• Positive Sentiment: Technical improvement: IBD Relative Strength (RS) rating rose to 79, signaling stronger price momentum that can attract momentum/technical buyers. IBD RS Rating Article
• Neutral Sentiment: Upcoming catalyst — Q1 2026 earnings date set for May 6, 2026 (after market close) with a conference call scheduled; this gives investors a clear event to re‑assess fundamentals and could increase volatility into early May. Earnings Date Announcement
• Negative Sentiment: Significant insider selling reported: CEO Mary Powell, CFO Danny Abajian, CRO Paul Dickson, and other senior execs sold large blocks of shares on April 6 (disclosed as transactions to cover tax withholding on vested awards). Multiple high‑profile insider sales can sap sentiment even if described as tax‑related. Representative filing: CEO sale. CEO Form 4
• Negative Sentiment: Analyst action: Jefferies cut its price target to $15 and moved to a “hold” rating, which reduces upside implied by some sell‑side support and can weigh on sentiment. Jefferies PT Cut
• Negative Sentiment: Near‑term price pressure noted earlier in the week: press coverage reported a recent pullback in the stock, reflecting short‑term volatility as traders digest the mixed signals above. Stock Sinks Article

Institutional Investors Weigh In On Sunrun

Several institutional investors have recently made changes to their positions in RUN. Contour Asset Management LLC bought a new stake in shares of Sunrun in the 4th quarter worth about $98,010,000. Maple Rock Capital Partners Inc. lifted its holdings in shares of Sunrun by 95.6% in the 2nd quarter. Maple Rock Capital Partners Inc. now owns 8,132,648 shares of the energy company’s stock worth $66,525,000 after acquiring an additional 3,974,464 shares during the last quarter. Norges Bank bought a new stake in shares of Sunrun in the 4th quarter worth about $62,169,000. Voloridge Investment Management LLC bought a new stake in shares of Sunrun in the 3rd quarter worth about $40,193,000. Finally, Robeco Schweiz AG bought a new stake in shares of Sunrun in the 3rd quarter worth about $36,969,000. Institutional investors own 91.69% of the company’s stock.

Sunrun Company Profile

Sunrun, Inc (NASDAQ: RUN) is a leading provider of residential solar energy systems in the United States. The company designs, installs and maintains rooftop solar panels and battery storage solutions for homeowners under flexible financing arrangements. Customers can choose from leasing, power purchase agreements or solar ownership models, all of which are supported by Sunrun’s network of installation partners and service technicians. Sunrun also offers integrated home energy management services, including its Brightbox battery storage product, which enables customers to store solar energy for use during peak hours or power outages.

Founded in 2007 by Lynn Jurich, Ed Fenster and Nat Kreamer, Sunrun is headquartered in San Francisco, California.