Could A UK Parks Sale And New Auditor Refocus Sun Communities’ Core Strategy (SUI)?
Sun Communities (SUI) recently replaced its auditor and received positive analyst coverage, with a focus on its core manufactured housing and RV business. Analysts highlight the potential sale of its UK Parks Holiday business and recent US$457 million manufactured housing acquisitions as key to streamlining its focus on recurring income streams. The company's investment narrative relies on the resilience of these assets, with a fair value estimate suggesting an 11% upside to its current price, despite concerns over rising operating expenses.
Sun Communities, Inc. $SUI Shares Sold by Allspring Global Investments Holdings LLC
Allspring Global Investments Holdings LLC reduced its stake in Sun Communities (NYSE:SUI) by 21.4% in the fourth quarter, selling 72,222 shares, but still holds 264,668 shares valued at approximately $32.3 million. Sun Communities recently increased its quarterly dividend to $1.12 per share, and analysts maintain a "Moderate Buy" consensus with an average target price of $140.17. The company's stock has a market capitalization of $15.94 billion and reported strong earnings, beating analyst estimates and issuing positive FY2026 guidance.
Sun Communities Inc. (SUI) Stock Price | Live Quotes & Charts | NYSE
This page provides live stock quotes and charts for Sun Communities Inc. (SUI) on the NYSE. It displays the current stock price, daily change, and offers various chart views. The article also mentions that there is no analyst rating or earnings information currently available for SUI.
Assessing Sun Communities (SUI) Valuation After Mizuho’s New Outperform Coverage
Mizuho's new "Outperform" coverage on Sun Communities (SUI) has drawn attention to its valuation. The company is trading at around $129.25, suggesting a meaningful upside with a narrative fair value of $143.41, representing a roughly 11% discount to one analyst's price target and an estimated 40% discount to intrinsic value. However, an alternative view based on market ratio suggests SUI's current P/S of 6.9x is expensive compared to industry averages.
Is Sun Communities (SUI) Offering A Compelling Valuation After Recent Share Price Pullback?
Sun Communities (SUI) has experienced mixed stock returns recently, prompting valuation questions. A Discounted Cash Flow (DCF) analysis suggests SUI is undervalued by 41.2%, while a Price to Sales (P/S) ratio comparison indicates it might be overvalued relative to its industry and fair ratio. The article encourages investors to use "Narratives" on Simply Wall St to personalize their valuation based on individual assumptions about the business.
Sun Communities Inc Stock: Mizuho Outperform Rating and Dividend Hike Signal Strength in Manufactured Housing REIT Sector
Mizuho has initiated coverage on Sun Communities Inc (SUI) with an 'Outperform' rating and a $143 price target, signaling strong prospects in the manufactured housing and RV communities sector. This positive outlook is further supported by the company's recent quarterly dividend increase to $1.12 per share. Sun Communities is highlighted as a compelling investment for income-focused investors due to its resilient business model, strong financial health, and strategic positioning in affordable housing alternatives.
Sun Communities (NYSE: SUI) EVP Marc Farrugia awarded stock and performance rights
Marc Farrugia, EVP & Chief Administrative Officer of Sun Communities (NYSE: SUI), received new equity awards comprising 4,778 restricted shares and 9,382 performance rights on March 27, 2026. The restricted shares will vest over three years, while the performance rights are contingent on the company's total shareholder return against industry indices and specific financial results over the same period. Following these grants, Farrugia directly holds 51,274 common shares, along with indirect holdings through a revocable trust and his spouse.
Sun Communities, Inc. (NYSE:SUI) Short Interest Update
Sun Communities, Inc. (NYSE:SUI) experienced a 19.3% increase in short interest in March, reaching 2,258,249 shares, representing about 1.9% of outstanding shares with a days-to-cover ratio of 2.6. Analysts maintain a "Moderate Buy" rating with an average target price of $140.17, and the company recently raised its quarterly dividend to $1.12 per share, yielding approximately 3.6%. Insider selling and institutional investor activity were also noted, with hedge funds increasing their stakes.
Sun Communities (SUI) CEO granted stock and performance rights
Sun Communities CEO Charles D. Young has been granted 28,151 performance rights and 14,334 shares of restricted common stock, as disclosed in a recent Form 4 filing. The performance rights are linked to total shareholder return and financial performance over three years, while the restricted shares will vest in equal annual installments beginning March 27, 2027. Following these transactions, Young directly holds 77,477 shares of common stock, aligning his long-term equity stake with the company's performance.
Mizuho initiates Sun Communities stock with outperform on valuation
Mizuho initiated coverage on Sun Communities Inc. (NYSE:SUI) with an outperform rating and a price target of $143.00, suggesting a 13% upside potential from its current trading price. The firm highlighted SUI's valuation discount compared to its long-term average and peers, and pointed to improving funds from operations growth in the manufactured housing sector. Key financial strengths include a perfect Piotroski Score of 9 and a 3.58% dividend yield, with potential future earnings uplift from capital allocation following a significant 2025 asset sale.
Sun Communities (SUI) COO receives restricted stock and performance rights grant
John Bandini McLaren, President and COO of Sun Communities, Inc. (SUI), was granted 4,690 performance rights and 2,389 shares of restricted common stock on March 27, 2026, as part of his compensation. These equity awards are subject to time-based and performance-based vesting conditions, linking a portion of his compensation directly to the company’s long-term performance and shareholder returns. Following these grants, McLaren directly holds 76,637 common shares and indirectly holds 10 shares in an IRA.
Sun Communities (NYSE:SUI) Now Covered by Mizuho
Mizuho has initiated coverage on Sun Communities (NYSE:SUI) with an "outperform" rating and a $143 price target, indicating a potential 13.37% upside. This follows Sun Communities slightly beating its Q4 earnings estimates and providing FY2026 EPS guidance that exceeds analyst expectations. The company also shows significant institutional ownership, with major firms like Norges Bank and Wellington Management Group holding substantial stakes.
Mizuho initiates Sun Communities stock with outperform on valuation
Mizuho has initiated coverage on Sun Communities Inc. (NYSE:SUI) with an outperform rating and a price target of $143, citing the stock's valuation discount to its long-term average and peers. The firm highlighted improving funds from operations growth in the manufactured housing sector, the company's financial strength with a perfect Piotroski Score and consistent dividend increases, and potential upside from strategic capital allocation and asset sales. The report also mentions Sun Communities' investments in manufactured housing community assets and the potential simplification of its business through a UK Parks Holiday segment sale.
BMO Capital Maintains Sun Communities Inc(SUI.US) With Buy Rating, Maintains Target Price $140
BMO Capital has reiterated its Buy rating on Sun Communities Inc (SUI.US) and maintained its target price at $140. This indicates a continued positive outlook from the firm regarding the company's stock performance.
BMO Capital Maintains Sun Communities Inc(SUI.US) With Buy Rating, Maintains Target Price $140
BMO Capital analyst John Kim has reiterated a Buy rating for Sun Communities Inc (SUI.US) and maintained a target price of $140. According to TipRanks, the analyst has a 44.0% success rate and a -2.0% average return over the past year. This rating is based on independent third-party analysis provided by TipRanks, which tracks financial analyst recommendations.
Wells Fargo Maintains Sun Communities (SUI) Equal-Weight Recommendation
Wells Fargo has reiterated an Equal-Weight rating for Sun Communities (SUI) with a price target of $125.00. This follows the company's recent Q4 earnings report, which met analyst expectations, and the announcement of a dividend increase and an acquisition in Australia.
Bronstein, Gewirtz & Grossman, LLC Announces an Investigation Against Sun Communities, Inc. (SUI) and Encourages Investors to Learn More About the Investigation
Bronstein, Gewirtz & Grossman, LLC has initiated an investigation into Sun Communities, Inc. (SUI) for potential corporate wrongdoing. The firm is encouraging investors who purchased Sun Communities securities before February 28, 2019, and continue to hold them, to join their investigation. The law firm operates on a contingency fee basis, aiming to restore investor capital and ensure corporate accountability.
Sun Communities Inc Stock: Steady REIT Leader in Manufactured Housing and RV Resorts Amid Sector Shifts
Sun Communities Inc. (SUI) is a leading REIT specializing in manufactured housing communities, RV resorts, and marinas, offering a steady 3.33% dividend yield and appealing to income-focused investors. The company benefits from structural tailwinds such as housing affordability crises and the booming RV lifestyle, particularly in Sunbelt regions. Despite interest rate sensitivities and competition, SUI's conservative balance sheet and strategic property management contribute to its resilience in the real estate sector.
Sun Communities Inc Stock: Steady REIT Leader in Manufactured Housing and RV Resorts Amid Sector Shifts
Sun Communities Inc (SUI) is a leading REIT specializing in manufactured housing communities, RV resorts, and marinas, offering a 3.33% dividend yield. The company benefits from demographic trends and housing affordability issues, with a presence in high-growth Sunbelt regions. While analysts hold a "Hold" consensus with a target price of $137.86, potential risks include interest rate fluctuations and economic slowdowns.
Sun Communities, Inc. $SUI Shares Purchased by SG Americas Securities LLC
SG Americas Securities LLC significantly increased its stake in Sun Communities, Inc. (NYSE:SUI) by 1,504.6% in the fourth quarter, bringing its total holdings to 103,671 shares valued at $12.8 million. Sun Communities has also announced a dividend increase to $1.12 per share, yielding approximately 3.6%. Analysts generally rate the stock as a "Moderate Buy" with a consensus price target of $139.98, following the company beating Q4 EPS estimates and issuing positive FY2026 guidance.
Wealth Enhancement Advisory Services LLC Boosts Position in Sun Communities, Inc. $SUI
Wealth Enhancement Advisory Services LLC significantly increased its stake in Sun Communities (NYSE:SUI) by 503.7% in Q4 2025, now holding 78,736 shares valued at $9.67 million. Institutional ownership of Sun Communities is very high at approximately 99.59%, with major holdings from Norges Bank, Dodge & Cox, and Wellington Management. The company recently raised its quarterly dividend to $1.12 per share and reported a Q4 EPS beat, while analysts have a "Moderate Buy" rating with an average target price of $139.98.
Sun Communities, Inc. Announces Change in Certifying Accountant in March 2026
Sun Communities, Inc. has announced a change in its independent auditor, appointing Deloitte & Touche LLP for the fiscal year ending December 31, 2026, and dismissing Grant Thornton LLP. This change follows the remediation of a material weakness in internal control identified in 2024, with no other unresolved disagreements reported. Investors are advised to monitor future filings for further developments regarding this significant event for the REIT.
SUN COMMUNITIES Cyclically Adjusted PB Ratio: 2.30 — 65% B
GuruFocus reports that Sun Communities Inc (NYSE:SUI) has a Cyclically Adjusted PB Ratio of 2.30 as of March 28, 2026, which is 65% below its 10-year median but 187.5% above the REITs industry median. The company is currently rated as "Fairly Valued" with a GF Score of 72/100, though it has 6 warning signs for investors to consider. The article defines the Cyclically Adjusted PB Ratio as a valuation metric that smooths out fluctuations in book value over a 10-year period to provide a more accurate reflection of a company's valuation.
Sun Communities (SUI) switches from Grant Thornton to Deloitte as auditor
Sun Communities, Inc. (SUI) has appointed Deloitte & Touche LLP as its new independent auditor for the fiscal year ending December 31, 2026, effective upon filing its Form 10-Q for Q1 2026. This decision follows the dismissal of Grant Thornton LLP, which has served as the company's auditor, without any adverse opinions or disagreements noted in their recent audit reports, apart from a previously remediated material weakness in internal controls. The change was formalized on March 23, 2026, by the board's Audit Committee.
Vanguard disaggregates holdings; reports 0 SUI shares (Vanguard)
Vanguard has filed an amended Schedule 13G/A for Sun Communities Inc. (SUI), reporting 0 shares beneficially owned and 0% ownership. This change is due to an internal realignment effective January 12, 2026, wherein certain Vanguard subsidiaries and business divisions will report beneficial ownership separately. The filing clarifies that this disaggregation of holdings, citing SEC Release No. 34-39538, means Vanguard no longer directly owns securities held by those entities, rather than indicating a sale of shares.
Bronstein, Gewirtz & Grossman, LLC Is Investigating Sun Communities, Inc. (SUI) And Encourages Stockholders to Connect
Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of purchasers of Sun Communities, Inc. (NYSE:SUI) securities who bought shares before February 28, 2019, and still hold them. The investigation aims to determine if Sun Communities and its officers engaged in corporate wrongdoing. The firm encourages affected investors to contact them to assist in the investigation at no cost to the investors, operating on a contingency fee basis.
Sun Communities, Inc. (SUI) Investigation: Bronstein, Gewirtz & Grossman, LLC Encourages Stockholders to Contact the Firm to Learn More About the Investigation
Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of purchasers of Sun Communities, Inc. (NYSE: SUI) securities. The investigation focuses on whether the company and its officers engaged in corporate wrongdoing, specifically for investors who bought shares before February 28, 2019, and still hold them. The firm encourages affected stockholders to contact them to learn more and potentially assist in the class action.
Barclays Maintains Sun Communities Inc(SUI.US) With Buy Rating, Maintains Target Price $148
Barclays analyst Richard Hightower has reiterated a Buy rating for Sun Communities Inc (SUI.US), maintaining a target price of $148. According to TipRanks data, Hightower has a 40.8% success rate and an average return of -1.6% over the past year. TipRanks provides analysts' success rates and average returns based on their recommendations for informational purposes, not as investment advice.
Bronstein, Gewirtz & Grossman, LLC Announces an Investigation Against Sun Communities, Inc. (SUI) and Encourages Stockholders to Learn More About the Investigation
Bronstein, Gewirtz & Grossman, LLC has launched an investigation into Sun Communities, Inc. (SUI) for potential corporate wrongdoing. The firm is encouraging stockholders who purchased SUI securities before February 28, 2019, and still hold them, to join the investigation. Bronstein, Gewirtz & Grossman, LLC specializes in securities fraud class actions and shareholder derivative suits, operating on a contingency fee basis.
Assessing Sun Communities (SUI) Valuation After Recent Share Price Cooldown
Sun Communities (SUI) has seen a recent cooldown in its share price, dropping slightly over the past week despite positive returns year-to-date and over the last year. The article explores differing valuations, with a "Most Popular Narrative" suggesting the stock is 9.1% undervalued at $130.44 compared to a $143.47 fair value due to stable recurring income streams. However, an analysis based on the P/S ratio suggests potential valuation risk, trading at 7x compared to an industry average of 5x.
Why (SUI) Price Action Is Critical for Tactical Trading
This article analyzes Sun Communities Inc. (SUI) with an emphasis on its price action for tactical trading, identifying weak near-term sentiment and a critical support test. It outlines three AI-generated trading strategies—Position, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss levels. The piece also provides multi-timeframe signal analysis and highlights the stock's exceptional risk-reward setup.
Evercore Maintains Sun Communities Inc(SUI.US) With Buy Rating, Maintains Target Price $143
Evercore analyst Steve Sakwa has maintained a "Buy" rating for Sun Communities Inc (SUI.US) and kept the target price at $143. According to TipRanks data, Sakwa has a 48.4% success rate and a -0.6% average return over the past year. This information is provided for informational purposes only and is not considered investment advice.
Bronstein, Gewirtz & Grossman, LLC Encourages Sun Communities, Inc. (SUI) Investors to Inquire about Securities Investigation
Bronstein, Gewirtz & Grossman, LLC is investigating potential claims against Sun Communities, Inc. (SUI) on behalf of investors who purchased securities prior to February 28, 2019, and continue to hold them. The investigation focuses on whether the company and its leadership engaged in corporate wrongdoing. Investors are encouraged to contact the law firm for more information and to assist in the investigation.
Book value per share of Sun Communities, Inc. – FWB:SCZ
This article provides financial information for Sun Communities, Inc. (FWB:SCZ), specifically focusing on its book value per share. The content is primarily a data presentation, indicating the period and value of this financial metric. It appears to be an excerpt from a financial data platform.
Sun Communities' Manufactured Housing Portfolio Should Continue to Produce Solid Same-Store Growth
Sun Communities is a residential REIT specializing in manufactured housing and RV communities, having significantly expanded its portfolio to 513 properties. The company focuses on desirable properties, with a large concentration in Florida and Michigan. Analysts predict continued solid same-store growth for its manufactured housing segment.
Sun Communities (NYSE:SUI) - Stock Analysis
This report provides a comprehensive stock analysis of Sun Communities (NYSE:SUI), a REIT focused on manufactured housing and RV segments. It highlights the company's valuation, future growth prospects with earnings forecasted to grow 31.9% per year, and its reliable dividend payment of 3.42%. The analysis also touches on risk factors like interest payment coverage and significant insider selling, alongside recent news and analyst coverage.
Land & Buildings Investment Management LLC Acquires 41,050 Shares of Sun Communities, Inc. $SUI
Land & Buildings Investment Management LLC increased its stake in Sun Communities, Inc. (NYSE:SUI) by 21.2% during the third quarter, purchasing an additional 41,050 shares and now owning 234,797 shares valued at $30.29 million. Sun Communities recently announced an increased quarterly dividend of $1.12 per share, reported Q4 EPS of $1.40 which beat estimates, and provided strong FY2026 EPS guidance. Several other institutional investors also adjusted their holdings in SUI, while company insiders made significant stock sales.
SUN Communities (SUI) EVP Marc Farrugia granted 296 restricted stock shares
SUN Communities EVP & Chief Administrative Officer Marc Farrugia was granted 296 restricted stock shares, valued at $135 per share. These shares, held indirectly through his spouse, will vest in three installments between March 2027 and March 2029. Following this grant, Farrugia holds 46,496 shares directly and significant holdings indirectly through his spouse and a revocable trust.
Morgan Stanley Maintains Sun Communities Inc(SUI.US) With Hold Rating, Maintains Target Price $135
Morgan Stanley analyst Adam Kramer has maintained a "Hold" rating for Sun Communities Inc (SUI.US), keeping the target price at $135. Kramer's past performance shows a 22.2% success rate and an average return of -4.4% over the last year, according to TipRanks data. This information is intended for informational purposes only and not as investment advice.
ArrowMark Colorado Holdings LLC Boosts Holdings in Sun Communities, Inc. $SUI
ArrowMark Colorado Holdings LLC has significantly increased its stake in Sun Communities, Inc. (NYSE:SUI) by 36.1%, now owning 91,600 shares valued at approximately $11.8 million. This move is part of a broader trend of institutional investment, with hedge funds and institutions collectively holding about 99.59% of the company's stock. Sun Communities recently reported strong financial results, beating quarterly EPS and revenue estimates, increasing its quarterly dividend, and providing optimistic FY2026 earnings guidance.
Sun Communities Inc Stock (ISIN: US8679141031) Gains Traction as Dodge & Cox Boosts Stake Amid Steady REIT Fundamentals
Sun Communities Inc (SUI) stock is gaining traction among investors, with Dodge & Cox significantly increasing its stake by purchasing 282,055 shares, signaling confidence in the company's manufactured housing and RV resort portfolio. The NYSE-listed REIT is trading around $134 with a 3.3% dividend yield, and analysts maintain a 'Hold' rating with an average price target of $137.86. Sun Communities' niche market positioning, strong financial performance, and appealing dividend profile make it an attractive option for income-focused investors, particularly those in Europe seeking defensive assets.
Sun Communities, Inc. (NYSE:SUI) Increases Dividend to $1.12 Per Share
Sun Communities, Inc. (NYSE:SUI) has announced a quarterly dividend increase to $1.12 per share, up 7.7% from $1.04. This dividend is payable on April 15, 2026, to shareholders of record by March 31, 2026, resulting in an annualized yield of approximately 3.3%. Despite a current payout ratio of 157.6%, analysts project future earnings per share of $7.02, which would lower the payout ratio to a more sustainable 59.3%.
Dodge & Cox Buys 282,055 Shares of Sun Communities, Inc. $SUI
Dodge & Cox increased its stake in Sun Communities, Inc. (NYSE:SUI) by 2.0% in the third quarter, acquiring an additional 282,055 shares. This raised their total holdings to 14,480,815 shares valued at $1.87 billion. Other institutional investors and analysts have also made recent moves regarding SUI stock, with the company currently holding a consensus "Hold" rating and a price target of $140.86.
Sun Communities, Inc. (NYSE:SUI) Given Average Recommendation of "Hold" by Brokerages
Sun Communities, Inc. (NYSE:SUI) has received an average "Hold" recommendation from fifteen brokerage firms, with an average 1-year price target of $140.8571. The company recently increased its quarterly dividend to $1.12 per share, yielding 3.3%. Insider selling activity and significant institutional investor holdings were also noted.
Did Sun Communities' (SUI) COO Shift Just Reframe Its Leadership Stability Narrative?
Sun Communities has appointed long-time executive John B. McLaren as Chief Operating Officer, signaling a focus on operational continuity and leadership stability following the departure of the previous COO. This move, coupled with a dividend increase, suggests the company is prioritizing optimizing its existing portfolio and managing costs. While McLaren's expanded role reinforces execution around efficiency, investors should also consider potential challenges from rising operating expenses and geographic concentration.
REIT Sun Communities lines up $1.12 cash payout for April 15
Sun Communities (NYSE: SUI), a real estate investment trust, announced a quarterly distribution of $1.12 per share for the first quarter of 2026. The distribution is scheduled to be paid on April 15, 2026, to shareholders of record as of March 31, 2026. This declaration solidifies the previously communicated payout rate and confirms the timing details for investors.
Sun Communities (SUI) Increases Quarterly Dividend for Q1 2026
Sun Communities (SUI) has announced an increase in its quarterly dividend for the first quarter of 2026 to $1.12 per share, up from $1.04. The residential REIT, which focuses on manufactured housing and residential vehicle communities, demonstrates robust financial health with a 60.43% net margin and a strong Piotroski F-Score of 7. While analyst sentiment is positive with a "Buy" consensus, investors should note potential warning signs like an Altman Z-Score of 1.83 and recent insider selling.
Sun Communities, Inc. Declares First Quarter 2026 Distribution
Sun Communities, Inc. (NYSE: SUI), a real estate investment trust specializing in manufactured housing and recreational vehicle communities, announced its Board of Directors has declared a quarterly distribution of $1.12 per share of common stock for the first quarter of 2026. The distribution is scheduled to be paid on April 15, 2026, to shareholders recorded on March 31, 2026. As of December 31, 2025, the company owned or had interests in 513 developed properties across the United States, Canada, and the United Kingdom, totaling approximately 178,650 developed sites.
Sun Communities, Inc. Declares First Quarter 2026 Distribution
Sun Communities, Inc. (SUI), a REIT specializing in manufactured housing and RV communities, has announced a quarterly distribution of $1.12 per share of common stock for the first quarter of 2026. This distribution is payable on April 15, 2026, to shareholders of record on March 31, 2026. The company owns, operates, or has an interest in 513 developed properties across the United States, Canada, and the United Kingdom.
Sun Communities, Inc. Declares First Quarter 2026 Distribution
Sun Communities, Inc. (NYSE: SUI), a real estate investment trust, announced its Board of Directors declared a quarterly distribution of $1.12 per share of common stock for the first quarter of 2026. The distribution is payable on April 15, 2026, to shareholders of record on March 31, 2026. As of December 31, 2025, the company owned or had an interest in 513 developed properties across the United States, Canada, and the United Kingdom.
