Sunrun (NASDAQ:RUN) Director Sells $703,828.76 in Stock

Sunrun Inc. (NASDAQ:RUN) Director Lynn Michelle Jurich sold 55,507 shares of the company’s stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $12.68, for a total value of $703,828.76. Following the transaction, the director owned 608,397 shares of the company’s stock, valued at approximately $7,714,473.96. This represents a 8.36% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website.

Lynn Michelle Jurich also recently made the following trade(s):

• On Monday, February 2nd, Lynn Michelle Jurich sold 50,000 shares of Sunrun stock. The shares were sold at an average price of $18.59, for a total transaction of $929,500.00.
• On Friday, January 2nd, Lynn Michelle Jurich sold 50,000 shares of Sunrun stock. The stock was sold at an average price of $19.28, for a total transaction of $964,000.00.
• On Monday, December 8th, Lynn Michelle Jurich sold 451 shares of Sunrun stock. The shares were sold at an average price of $17.79, for a total transaction of $8,023.29.

Sunrun Trading Down 7.8%

Shares of NASDAQ RUN traded down $0.98 during midday trading on Tuesday, hitting $11.54. 17,240,980 shares of the company traded hands, compared to its average volume of 10,934,991. Sunrun Inc. has a 12-month low of $5.38 and a 12-month high of $22.44. The firm has a market cap of $2.71 billion, a P/E ratio of 6.75 and a beta of 2.43. The stock has a 50-day moving average price of $18.81 and a 200 day moving average price of $18.40. 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 announced its earnings results on Thursday, February 26th. The energy company reported $0.38 earnings per share (EPS) for the quarter, topping the consensus estimate of ($0.08) by $0.46. Sunrun had a return on equity of 11.72% and a net margin of 15.22%.The firm had revenue of $1.16 billion during the quarter, compared to analyst estimates of $610.29 million. During the same quarter in the prior year, the company earned $1.41 EPS. The business’s revenue was up 123.5% compared to the same quarter last year. As a group, analysts expect that Sunrun Inc. will post -0.43 earnings per share for the current year.

Sunrun News Roundup

Here are the key news stories impacting Sunrun this week:

• Positive Sentiment: Q4 results and presentation showed a substantial beat on revenue and EPS, highlighting accelerating revenue growth and improving margins—supporting the thesis that fundamentals are improving. Sunrun Inc. 2025 Q4 – Results – Earnings Call Presentation
• Positive Sentiment: The Goldman Sachs Group raised its price target to $24 and maintained a Buy, signaling institutional confidence in Sunrun’s growth path after recent results. Sunrun (NASDAQ:RUN) Given New $24.00 Price Target at The Goldman Sachs Group
• Positive Sentiment: Another outlet reported a price-target raise to $25, adding further upward analyst pressure on valuation expectations. Sunrun (NASDAQ:RUN) Price Target Raised to $25.00
• Positive Sentiment: Profile piece on the CEO highlights strategic narrative (battery/VPP focus and long-term positioning), which can help investor sentiment and visibility. This self-described “accidental CEO” is powering America’s energy future
• Neutral Sentiment: Analyst coverage remains mixed — an aggregate “deep dive” summarizes four recent ratings, underscoring divergent views that can increase intraday volatility. Deep Dive Into Sunrun Stock: Analyst Perspectives (4 Ratings)
• Neutral Sentiment: Mizuho trimmed its target from $25 to $22 but kept an Outperform rating, reflecting tempered near-term expectations while still positive on medium-term upside. Sunrun (NASDAQ:RUN) Given New $22.00 Price Target at Mizuho
• Neutral Sentiment: Operational update: installation volumes fell in Q4 2025 even as Virtual Power Plant (VPP) capacity grew — a mix of near-term revenue headwinds and longer-term value creation from grid services. Sunrun installation volumes fall in Q4 2025 as VPP capacity grows
• Negative Sentiment: Pomerantz LLP launched an investor investigation into Sunrun, introducing potential legal risk and uncertainty that often triggers selling pressure. INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Sunrun Inc. – RUN
• Negative Sentiment: Recent analyst downgrades include a cut to Sell by GLJ Research and a Hold from Jefferies, which can amplify downward pressure from investors re-pricing near-term risk. Sunrun (NASDAQ:RUN) Cut to “Sell” at Glj Research Sunrun (NASDAQ:RUN) Cut to “Hold” at Jefferies Financial Group

Hedge Funds Weigh In On Sunrun

A number of institutional investors and hedge funds have recently made changes to their positions in RUN. Principal Financial Group Inc. increased its position in Sunrun by 5.6% in the third quarter. Principal Financial Group Inc. now owns 1,194,915 shares of the energy company’s stock worth $20,660,000 after buying an additional 63,284 shares in the last quarter. Universal Beteiligungs und Servicegesellschaft mbH grew its stake in shares of Sunrun by 41.7% during the 3rd quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 498,530 shares of the energy company’s stock valued at $8,620,000 after acquiring an additional 146,588 shares during the period. Range Financial Group LLC purchased a new stake in Sunrun in the 3rd quarter worth approximately $1,403,000. BNP PARIBAS ASSET MANAGEMENT Holding S.A. raised its stake in Sunrun by 132.9% during the 3rd quarter. BNP PARIBAS ASSET MANAGEMENT Holding S.A. now owns 2,821,106 shares of the energy company’s stock worth $48,777,000 after acquiring an additional 1,609,803 shares during the period. Finally, Duff & Phelps Investment Management Co. lifted its holdings in Sunrun by 47.3% during the second quarter. Duff & Phelps Investment Management Co. now owns 51,807 shares of the energy company’s stock valued at $424,000 after purchasing an additional 16,643 shares in the last quarter. Hedge funds and other institutional investors own 91.69% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have issued reports on RUN shares. Oppenheimer lifted their target price on shares of Sunrun from $23.00 to $25.00 and gave the stock an “outperform” rating in a report on Friday. TD Cowen boosted their price objective on shares of Sunrun from $22.00 to $23.00 and gave the stock a “buy” rating in a report on Friday, November 7th. Mizuho cut their target price on Sunrun from $25.00 to $22.00 and set an “outperform” rating on the stock in a research note on Monday. Raymond James Financial began coverage on Sunrun in a research note on Monday, January 12th. They issued a “market perform” rating for the company. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating on shares of Sunrun in a research report on Wednesday, December 17th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $19.84.

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.