Sunrun (NASDAQ:RUN) CAO Sells $30,443.60 in Stock

Sunrun Inc. (NASDAQ:RUN) CAO Maria Barak sold 3,256 shares of Sunrun stock in a transaction on Wednesday, November 4th. The stock was sold at an average price of $9.35, for a total transaction of $30,443.60. Following the sale, the chief accounting officer owned 85,006 shares in the company, valued at $794,806.10. This represents a 3.69% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Maria Barak also recently made the following trade(s):

• On Tuesday, October 6th, Maria Barak sold 1,771 shares of Sunrun stock. The stock was sold at an average price of $7.77, for a total transaction of $13,760.67.

Sunrun Trading Up 1.1%

Sunrun stock opened at $9.98 on Friday. The firm has a 50 day moving average of $8.13 and a 200 day moving average of $12.26. The company has a current ratio of 1.42, a quick ratio of 1.00 and a debt-to-equity ratio of 3.34. The firm has a market capitalization of $2.40 billion, a price-to-earnings ratio of 5.04 and a beta of 2.35. Sunrun Inc. has a 12-month low of $6.78 and a 12-month high of $21.95.

Sunrun (NASDAQ:RUN) last announced its quarterly earnings results on Wednesday, November 4th. The energy company reported $0.56 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.16 by $0.40. The firm had revenue of $1.10 billion during the quarter, compared to the consensus estimate of $757.53 million. Sunrun had a return on equity of 9.59% and a net margin of 11.59%. The firm’s quarterly revenue was up 51.7% compared to the same quarter last year. During the same period in the prior year, the company posted $0.06 earnings per share. As a group, research analysts predict that Sunrun Inc. will post 1.46 earnings per share for the current year.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Maryland State Retirement & Pension System raised its position in Sunrun by 53.3% during the third quarter. Maryland State Retirement & Pension System now owns 53,536 shares of the energy company’s stock worth $416,000 after acquiring an additional 18,609 shares during the last quarter. M&G PLC boosted its stake in shares of Sunrun by 40.1% in the 3rd quarter. M&G PLC now owns 63,536 shares of the energy company’s stock valued at $508,000 after purchasing an additional 18,195 shares during the last quarter. Fulcrum Asset Management LLP boosted its position in shares of Sunrun by 27.7% during the 3rd quarter. Fulcrum Asset Management LLP now owns 65,432 shares of the energy company’s stock valued at $505,000 after acquiring an additional 14,210 shares during the last quarter. Allspring Global Investments Holdings LLC purchased a new position in Sunrun during the third quarter valued at $103,000. Finally, Brighton Jones LLC purchased a new stake in shares of Sunrun during the 3rd quarter valued at about $92,000. Hedge funds and other institutional investors own 91.69% of the company’s stock.

Key Sunrun News

Here are the key news stories impacting Sunrun this week:

• Positive Sentiment: Sunrun reported Q3 adjusted EPS of $0.56, ahead of analyst estimates, and revenue of $1.10 billion versus expectations of about $758 million. Revenue grew 51.7% year over year, providing a strong catalyst for the shares. Q3 earnings roundup
• Positive Sentiment: Management expects roughly $200 million in cash generation for 2026 and described its cash-flow outlook as meaningfully positive. Sunrun also reached 5 GWh of storage capacity and aims to double capacity by the end of 2028, supporting its growth opportunity in batteries and grid services. Cash-generation and storage plans
• Neutral Sentiment: Several analysts lowered their price targets but kept positive ratings: RBC cut its target to $10 while maintaining “outperform”; JPMorgan lowered its target to $11 with “overweight,” and Citi reduced its target to $13 with “buy.” The cuts temper optimism, though the firms remain constructive. RBC analyst recommendation
• Negative Sentiment: Q3 solar installations fell 15% year over year, and coverage of the results noted that Sunrun guided toward the low end of its outlook. These operating and guidance concerns could limit the earnings-driven upside. Installations and storage milestone

Wall Street Analyst Weigh In

RUN has been the subject of a number of analyst reports. Barclays reduced their price objective on shares of Sunrun from $14.00 to $12.00 and set an “equal weight” rating for the company in a research note on Friday, October 9th. Mizuho set a $18.00 price objective on Sunrun in a report on Thursday, August 6th. Jefferies Financial Group reaffirmed a “hold” rating and set a $7.00 target price on shares of Sunrun in a research report on Friday, October 9th. Weiss Ratings raised shares of Sunrun from a “sell (d)” rating to a “sell (d+)” rating in a research note on Friday, October 9th. Finally, JPMorgan Chase & Co. reduced their price objective on shares of Sunrun from $12.00 to $11.00 and set an “overweight” rating for the company in a research note on Thursday. Twelve investment analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, Sunrun currently has an average rating of “Hold” and an average price target of $14.04.

About Sunrun

Sunrun Inc is a residential clean-energy company that designs, sells, installs, owns and maintains home solar energy systems. The company provides rooftop solar panels and related equipment through purchase and financing options, as well as subscription-based solar-as-a-service arrangements under which customers pay for the electricity their systems produce.

Sunrun also offers home energy storage through its Brightbox battery product. These systems can store solar-generated electricity for use when solar production is unavailable and may provide backup power during grid outages.