Vanguard Group Inc. Raises Stake in Sunrun Inc. $RUN

Vanguard Group Inc. increased its stake in Sunrun Inc. (NASDAQ:RUN) by 1.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 24,193,170 shares of the energy company’s stock after buying an additional 288,945 shares during the period. Vanguard Group Inc. owned 10.49% of Sunrun worth $418,300,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. GAMMA Investing LLC grew its stake in Sunrun by 3.5% in the 3rd quarter. GAMMA Investing LLC now owns 17,971 shares of the energy company’s stock worth $311,000 after acquiring an additional 607 shares in the last quarter. Vanguard Personalized Indexing Management LLC raised its stake in shares of Sunrun by 5.4% during the third quarter. Vanguard Personalized Indexing Management LLC now owns 18,809 shares of the energy company’s stock valued at $325,000 after acquiring an additional 967 shares in the last quarter. Osaic Holdings Inc. boosted its holdings in shares of Sunrun by 6.3% in the second quarter. Osaic Holdings Inc. now owns 22,386 shares of the energy company’s stock valued at $183,000 after purchasing an additional 1,332 shares during the period. Smartleaf Asset Management LLC boosted its holdings in shares of Sunrun by 33.1% in the third quarter. Smartleaf Asset Management LLC now owns 5,495 shares of the energy company’s stock valued at $98,000 after purchasing an additional 1,365 shares during the period. Finally, IQ EQ FUND MANAGEMENT IRELAND Ltd grew its stake in Sunrun by 12.0% in the second quarter. IQ EQ FUND MANAGEMENT IRELAND Ltd now owns 13,497 shares of the energy company’s stock worth $110,000 after purchasing an additional 1,442 shares in the last quarter. Institutional investors own 91.69% of the company’s stock.

Insiders Place Their Bets

In related news, CRO Paul S. Dickson sold 6,119 shares of the business’s stock in a transaction on Tuesday, January 6th. The stock was sold at an average price of $17.80, for a total transaction of $108,918.20. Following the transaction, the executive directly owned 639,110 shares in the company, valued at $11,376,158. The trade was a 0.95% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CEO Mary Powell sold 8,754 shares of the firm’s stock in a transaction dated Tuesday, January 6th. The stock was sold at an average price of $17.80, for a total value of $155,821.20. Following the completion of the sale, the chief executive officer directly owned 864,946 shares of the company’s stock, valued at approximately $15,396,038.80. This represents a 1.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 518,800 shares of company stock valued at $9,903,520. 3.37% of the stock is currently owned by company insiders.

Trending Headlines about Sunrun

Here are the key news stories impacting Sunrun this week:

• Positive Sentiment: Q4 beat on EPS, revenue and cash-generation: Sunrun reported $0.38 GAAP EPS vs. a consensus loss, revenue of $1.16B (well above estimates) and reported Cash Generation of $377M for 2025 with guidance for positive cash generation of $250M–$450M in 2026 — data investors view as proof of improving fundamentals and liquidity. Sunrun Reports Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Operational tailwinds: Sunrun said storage attachment hit a record 71% in Q4, aggregate subscriber value was $1.3B and Contracted Net Value Creation was $176M (≈ $0.76/share) — these metrics support higher long‑term value per customer. Sunrun Reports Fourth Quarter and Full Year 2025 Financial Results (Yahoo)
• Positive Sentiment: Analyst recognition: Zacks added RUN to its Rank #1 (Strong Buy) list, which can amplify buying interest from momentum and quant-driven funds. New Strong Buy Stocks for February 27th
• Neutral Sentiment: Strategic pivot: Management outlined a pivot toward a margin-focused model with expected high single- to low double-digit direct business growth in 2026 — strategic shift could improve unit economics but execution will determine impact. Sunrun outlines growth and pivot (Seeking Alpha)
• Neutral Sentiment: CEO recognition: CEO Mary Powell was named to CNBC’s 2026 Changemakers list — positive for credibility but not a direct financial driver. CEO named to CNBC Changemakers
• Negative Sentiment: Profitability & leverage remain concerns: despite the GAAP beat, Sunrun still shows a material negative net margin (reported -106.5% in the release) and high debt-to-equity (~3.7), leaving the company exposed if cash generation slows. Analysts still model negative FY EPS (~-0.43). MarketBeat earnings summary
• Negative Sentiment: Policy/regulatory risk: analysts and coverage pieces flag that distributed-power policy headwinds could pressure growth depending on state-level incentives and grid rules — a recurring sector risk. Policy headwinds discussion (Investing.com)

Sunrun Stock Performance

Shares of Sunrun stock opened at $20.42 on Friday. The company has a market capitalization of $4.74 billion, a PE ratio of -1.83 and a beta of 2.36. The company has a 50-day simple moving average of $19.22 and a two-hundred day simple moving average of $18.29. Sunrun Inc. has a one year low of $5.38 and a one year high of $22.44. The company has a debt-to-equity ratio of 3.67, a quick ratio of 1.06 and a current ratio of 1.46.

Sunrun (NASDAQ:RUN) last issued its quarterly earnings data on Thursday, February 26th. The energy company reported $0.38 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($0.08) by $0.46. The firm had revenue of $1.16 billion for the quarter, compared to the consensus estimate of $610.29 million. Sunrun had a negative net margin of 106.50% and a positive return on equity of 19.34%. The company’s quarterly revenue was up 123.5% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.41 EPS. Research analysts expect that Sunrun Inc. will post -0.43 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of brokerages have weighed in on RUN. Deutsche Bank Aktiengesellschaft set a $19.00 target price on Sunrun in a research report on Wednesday, January 7th. Raymond James Financial began coverage on Sunrun in a research note on Monday, January 12th. They set a “market perform” rating on the stock. Weiss Ratings restated a “sell (d-)” rating on shares of Sunrun in a report on Thursday, January 22nd. Jefferies Financial Group reaffirmed a “buy” rating and issued a $22.00 price objective on shares of Sunrun in a research note on Wednesday, January 21st. Finally, Morgan Stanley increased their target price on shares of Sunrun from $20.00 to $21.00 and gave the stock an “equal weight” rating in a report on Tuesday, December 2nd. Thirteen analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $19.99.

About Sunrun

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.