Sunrun (NASDAQ:RUN) CEO Sells $2,557,276.50 in Stock

Sunrun Inc. (NASDAQ:RUN) CEO Mary Powell sold 193,002 shares of the business’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 $2,557,276.50. Following the completion of the sale, the chief executive officer directly owned 934,282 shares in the company, valued at $12,379,236.50. This represents a 17.12% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Mary Powell also recently made the following trade(s):

• On Friday, March 6th, Mary Powell sold 2,229 shares of Sunrun stock. The shares were sold at an average price of $11.94, for a total transaction of $26,614.26.
• On Monday, March 2nd, Mary Powell sold 5,357 shares of Sunrun stock. The shares were sold at an average price of $12.33, for a total transaction of $66,051.81.

Sunrun Stock Up 4.9%

RUN stock traded up $0.65 during midday trading on Wednesday, hitting $13.87. The company’s stock had a trading volume of 7,702,004 shares, compared to its average volume of 9,559,720. The company has a debt-to-equity ratio of 3.38, a current ratio of 1.66 and a quick ratio of 1.27. Sunrun Inc. has a twelve month low of $5.38 and a twelve month high of $22.44. The company’s fifty day moving average price is $15.73 and its 200 day moving average price is $17.78. The stock has a market capitalization of $3.25 billion, a P/E ratio of 8.11 and a beta of 2.37.

Sunrun (NASDAQ:RUN) last issued its quarterly earnings results on Thursday, February 26th. The energy company reported $0.38 earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.08) by $0.46. Sunrun had a net margin of 15.22% and a return on equity of 11.72%. The firm had revenue of $1.16 billion for the quarter, compared to analyst estimates of $610.29 million. During the same period in the previous year, the business earned $1.41 EPS. The company’s revenue was up 123.5% compared to the same quarter last year. As a group, equities research analysts predict that Sunrun Inc. will post -0.43 EPS for the current year.

Wall Street Analyst Weigh In

Several brokerages have issued reports on RUN. Royal Bank Of Canada reiterated an “outperform” rating on shares of Sunrun in a research note on Wednesday, December 17th. Glj Research lowered their price target on shares of Sunrun from $6.73 to $4.63 and set a “sell” rating on the stock in a research note on Thursday, March 26th. Mizuho lowered their price target on shares of Sunrun from $25.00 to $22.00 and set an “outperform” rating on the stock in a research note on Monday, March 2nd. UBS Group lowered their price target on shares of Sunrun from $26.00 to $23.00 and set a “buy” rating on the stock in a research note on Tuesday, March 10th. Finally, Zacks Research lowered shares of Sunrun from a “strong-buy” rating to a “hold” rating in a research note on Friday, March 27th. Twelve analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, Sunrun presently has a consensus rating of “Hold” and an average target price of $19.23.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of the company. Vanguard Group Inc. increased its stake in shares of Sunrun by 1.2% during the 3rd quarter. Vanguard Group Inc. now owns 24,193,170 shares of the energy company’s stock worth $418,300,000 after purchasing an additional 288,945 shares during the last quarter. PGGM Investments increased its stake in shares of Sunrun by 17.8% during the 3rd quarter. PGGM Investments now owns 8,256,941 shares of the energy company’s stock worth $142,763,000 after purchasing an additional 1,249,683 shares during the last quarter. Maple Rock Capital Partners Inc. increased its stake in shares of Sunrun by 95.6% during 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 purchasing an additional 3,974,464 shares during the last quarter. Invesco Ltd. increased its stake in shares of Sunrun by 26.6% during the 4th quarter. Invesco Ltd. now owns 5,868,199 shares of the energy company’s stock worth $107,975,000 after purchasing an additional 1,231,628 shares during the last quarter. Finally, Geode Capital Management LLC increased its stake in shares of Sunrun by 3.8% during the 4th quarter. Geode Capital Management LLC now owns 5,663,239 shares of the energy company’s stock worth $104,220,000 after purchasing an additional 205,627 shares during the last quarter. 91.69% of the stock is currently owned by institutional investors and hedge funds.

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

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.