Insider Selling: Sunrun (NASDAQ:RUN) CFO Sells 4,193 Shares of Stock

Sunrun Inc. (NASDAQ:RUN) CFO Danny Abajian sold 4,193 shares of Sunrun stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $12.33, for a total value of $51,699.69. Following the transaction, the chief financial officer directly owned 576,244 shares in the company, valued at approximately $7,105,088.52. This trade represents a 0.72% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website.

Danny Abajian also recently made the following trade(s):

• On Tuesday, January 6th, Danny Abajian sold 7,190 shares of Sunrun stock. The shares were sold at an average price of $17.80, for a total transaction of $127,982.00.
• On Monday, December 8th, Danny Abajian sold 2,007 shares of Sunrun stock. The stock was sold at an average price of $17.79, for a total value of $35,704.53.

Sunrun Stock Performance

Shares of NASDAQ RUN traded down $0.98 during trading hours on Tuesday, hitting $11.54. 17,240,980 shares of the company’s stock were exchanged, compared to its average volume of 10,934,991. Sunrun Inc. has a 1-year low of $5.38 and a 1-year high of $22.44. The company’s 50-day moving average price is $18.81 and its 200-day moving average price is $18.40. The stock has a market capitalization of $2.71 billion, a price-to-earnings ratio of 6.75 and a beta of 2.43. 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 (NASDAQ:RUN) last posted its quarterly earnings results on Thursday, February 26th. The energy company reported $0.38 earnings per share for the quarter, topping analysts’ consensus estimates 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 the consensus estimate of $610.29 million. During the same quarter in the previous year, the company earned $1.41 earnings per share. The business’s revenue was up 123.5% compared to the same quarter last year. On average, sell-side analysts expect that Sunrun Inc. will post -0.43 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of research analysts recently issued reports on RUN shares. Wells Fargo & Company boosted their price objective on shares of Sunrun from $14.00 to $21.00 and gave the company an “overweight” rating in a report on Tuesday, November 11th. Weiss Ratings upgraded Sunrun from a “sell (d-)” rating to a “hold (c-)” rating in a report on Monday. Mizuho decreased their price objective on Sunrun from $25.00 to $22.00 and set an “outperform” rating for the company in a report on Monday. Morgan Stanley upped their price target on Sunrun from $20.00 to $21.00 and gave the stock an “equal weight” rating in a research report on Tuesday, December 2nd. Finally, Loop Capital set a $12.00 price objective on shares of Sunrun in a research report on Tuesday. One analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Sunrun presently has a consensus rating of “Moderate Buy” and a consensus target price of $19.84.

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

Institutional Investors Weigh In On Sunrun

A number of large investors have recently added to or reduced their stakes in the business. Vanguard Group Inc. raised its position in shares of Sunrun by 1.2% in the third quarter. Vanguard Group Inc. now owns 24,193,170 shares of the energy company’s stock valued at $418,300,000 after purchasing an additional 288,945 shares during the period. PGGM Investments raised its holdings in Sunrun by 17.8% in the 3rd quarter. PGGM Investments now owns 8,256,941 shares of the energy company’s stock valued at $142,763,000 after acquiring an additional 1,249,683 shares during the period. Maple Rock Capital Partners Inc. lifted its position in Sunrun by 95.6% during the second quarter. Maple Rock Capital Partners Inc. now owns 8,132,648 shares of the energy company’s stock worth $66,525,000 after acquiring an additional 3,974,464 shares during the last quarter. Invesco Ltd. boosted its holdings in shares of Sunrun by 26.6% during the fourth quarter. Invesco Ltd. now owns 5,868,199 shares of the energy company’s stock worth $107,975,000 after acquiring an additional 1,231,628 shares during the period. Finally, Geode Capital Management LLC grew its position in shares of Sunrun by 3.8% in the fourth quarter. Geode Capital Management LLC now owns 5,663,239 shares of the energy company’s stock valued at $104,220,000 after purchasing an additional 205,627 shares during the last quarter. Institutional investors own 91.69% of the company’s stock.

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.