Sun Communities (NYSE:SUI) Releases FY 2026 Earnings Guidance

Posted by Mark Dietrich on Feb 25th, 2026

Sun Communities (NYSE:SUI – Get Free Report) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 6.830-7.030 for the period, compared to the consensus estimate of 4.410. The company issued revenue guidance of -. Sun Communities also updated its Q1 2026 guidance to 1.240-1.320 EPS.

Sun Communities Stock Performance

Shares of SUI opened at $131.46 on Wednesday. The stock has a market capitalization of $16.26 billion, a PE ratio of 16.47, a price-to-earnings-growth ratio of 4.34 and a beta of 0.90. The business’s fifty day moving average price is $126.23 and its 200 day moving average price is $126.30. The company has a debt-to-equity ratio of 0.58, a current ratio of 6.01 and a quick ratio of 6.01. Sun Communities has a 12-month low of $109.22 and a 12-month high of $137.77.

Sun Communities (NYSE:SUI – Get Free Report) last posted its quarterly earnings results on Tuesday, February 24th. The real estate investment trust reported $1.40 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.37 by $0.03. Sun Communities had a net margin of 42.58% and a negative return on equity of 4.53%. The company had revenue of $515.20 million for the quarter, compared to the consensus estimate of $509.40 million. During the same period last year, the firm posted $1.41 EPS. The company’s revenue for the quarter was up .1% on a year-over-year basis. Sun Communities has set its FY 2026 guidance at 6.830-7.030 EPS and its Q1 2026 guidance at 1.240-1.320 EPS. Equities research analysts forecast that Sun Communities will post 6.77 EPS for the current year.

Sun Communities Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Monday, February 2nd. Stockholders of record on Wednesday, December 31st were issued a dividend of $1.04 per share. The ex-dividend date of this dividend was Wednesday, December 31st. This represents a $4.16 annualized dividend and a dividend yield of 3.2%. Sun Communities’s dividend payout ratio is 52.13%.

Analyst Upgrades and Downgrades

SUI has been the subject of a number of analyst reports. Jefferies Financial Group set a $142.00 price objective on Sun Communities and gave the company a “buy” rating in a research report on Monday, November 3rd. Morgan Stanley cut their target price on Sun Communities from $139.00 to $135.00 and set an “equal weight” rating on the stock in a research note on Tuesday, November 25th. Weiss Ratings reissued a “hold (c)” rating on shares of Sun Communities in a report on Wednesday, January 21st. Barclays reissued an “overweight” rating and set a $144.00 price target on shares of Sun Communities in a report on Tuesday, January 13th. Finally, Royal Bank Of Canada upped their price objective on shares of Sun Communities from $142.00 to $143.00 and gave the stock an “outperform” rating in a report on Thursday, November 6th. Six research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $137.46.

Get Our Latest Stock Analysis on Sun Communities

Insider Buying and Selling

In other news, Director Gary A. Shiffman sold 156,875 shares of the company’s stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $123.53, for a total transaction of $19,378,768.75. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. 1.89% of the stock is owned by corporate insiders.

Key Headlines Impacting Sun Communities

Here are the key news stories impacting Sun Communities this week:

Positive Sentiment: Management raised FY 2026 EPS guidance to a 6.830–7.030 range vs. the prior consensus ~4.41, a large upside to expectations that drove re-rating of the shares. Sun Communities Reports 2025 Fourth Quarter and Full Year Results; Provides 2026 Guidance and Increases Quarterly Distribution Rate for 2026
Positive Sentiment: Q1 2026 EPS guidance was raised to 1.240–1.320 vs. the ~0.76 consensus, signaling stronger near-term earnings visibility and underpinning the stock’s rally. Sun Communities Reports 2025 Fourth Quarter and Full Year Results; Provides 2026 Guidance and Increases Quarterly Distribution Rate for 2026
Positive Sentiment: The company increased its quarterly distribution rate for 2026, a shareholder-friendly move that supports income-seeking investors and likely lifted sentiment. Sun Communities Reports 2025 Fourth Quarter and Full Year Results; Provides 2026 Guidance and Increases Quarterly Distribution Rate for 2026
Neutral Sentiment: Q4 results: GAAP EPS $1.40 beat the $1.37 consensus and revenue of $515.2M modestly beat estimates, but revenue grew only ~0.1% YoY — steady operational performance rather than a breakout. View Press Release
Neutral Sentiment: Reported net income per diluted share: $0.99 for Q4 and $10.84 for full-year 2025 — useful for full-year context but secondary to forward guidance. Sun Communities Reports 2025 Fourth Quarter and Full Year Results; Provides 2026 Guidance and Increases Quarterly Distribution Rate for 2026
Negative Sentiment: Profitability/efficiency concerns: the company showed a negative return on equity (-4.53%) and Q4 EPS was roughly flat year‑over‑year (1.41 prior year vs. 1.40), highlighting that the stronger outlook is driven more by guidance assumptions than by a clear step-up in current operating momentum. Marketbeat SUI Profile

Institutional Trading of Sun Communities

A number of hedge funds have recently bought and sold shares of SUI. Invesco Ltd. raised its stake in shares of Sun Communities by 9.1% in the 4th quarter. Invesco Ltd. now owns 264,235 shares of the real estate investment trust’s stock valued at $32,741,000 after buying an additional 22,123 shares in the last quarter. Corient Private Wealth LLC boosted its holdings in Sun Communities by 4.0% during the fourth quarter. Corient Private Wealth LLC now owns 93,608 shares of the real estate investment trust’s stock valued at $11,582,000 after purchasing an additional 3,568 shares in the last quarter. Mercer Global Advisors Inc. ADV raised its holdings in shares of Sun Communities by 208.1% in the 4th quarter. Mercer Global Advisors Inc. ADV now owns 33,858 shares of the real estate investment trust’s stock worth $4,195,000 after buying an additional 22,870 shares in the last quarter. Braeburn Wealth Management LLC acquired a new stake in Sun Communities in the 4th quarter valued at $412,000. Finally, Delta Global Management LP acquired a new position in Sun Communities during the fourth quarter worth $2,403,000. 99.59% of the stock is owned by institutional investors.

Sun Communities Company Profile

(Get Free Report)

Sun Communities, Inc is a publicly traded real estate investment trust (REIT) that specializes in the acquisition, ownership and operation of manufactured housing communities, recreational vehicle (RV) resorts and marinas. The company’s portfolio spans more than 500 manufactured housing communities and over 160 RV resorts, offering affordable, long-term housing as well as short-stay recreational lodging. Through professional on-site management and amenity-rich community designs, Sun Communities serves a diverse customer base that includes retirees, workforce families and vacationers.

Founded in 1975 and headquartered in Southfield, Michigan, Sun Communities has grown organically and through strategic acquisitions to become one of the largest operators in its sector.