BlackRock Inc. Makes New $1.65 Billion Investment in Sun Communities, Inc. $SUI
BlackRock Inc. has invested $1.65 billion in Sun Communities, Inc. (SUI) during the second quarter, acquiring 13.76 million shares, which gives it an 11.3% stake. Institutional investors now collectively own 99.59% of SUI. Despite recent analyst downgrades, the stock maintains a consensus "Moderate Buy" rating with an average price target of $139.38, and the company recently declared a quarterly dividend of $1.12 per share.
Tacita Capital Inc Takes $1.74 Million Position in Sun Communities, Inc. $SUI
Tacita Capital Inc has acquired a new position in Sun Communities, Inc. (NYSE:SUI) during the second quarter, purchasing 14,532 shares valued at approximately $1.74 million. This investment now represents about 0.9% of Tacita Capital's portfolio. Despite institutional investors owning a significant portion of SUI, recent insider activity shows sales by Director Gary Shiffman and EVP Fernando Castro-Caratini.
Deutsche Bank AG Makes New Investment in Sun Communities, Inc. $SUI
Deutsche Bank AG has made a new investment in Sun Communities, Inc. (NYSE:SUI), acquiring 904,260 shares valued at approximately $108.4 million, representing a 0.74% stake in the real estate investment trust. This comes as other institutional investors have also adjusted their holdings in SUI, which is largely owned by hedge funds and institutions. Despite some insider selling, the stock maintains a "Moderate Buy" consensus rating from analysts with an average price target of $139.38.
First National Bank of Omaha Takes $2.30 Million Position in Sun Communities, Inc. $SUI
First National Bank of Omaha has acquired a new position of 19,212 shares in Sun Communities, Inc. (NYSE:SUI) valued at approximately $2.30 million during the second quarter. Other institutional investors also made significant purchases in the REIT, which has 99.59% ownership by hedge funds and institutions. The company pays a quarterly dividend of $1.12 per share, yielding 3.7%, and analysts maintain a consensus "Moderate Buy" rating despite recent insider selling.
Sun Communities, Inc.(NYSE: SUI) added to S&P 400
Sun Communities, Inc. (NYSE: SUI), a real estate investment trust specializing in manufactured housing and recreational vehicle communities, has been added to the S&P 400 index. This inclusion highlights the company's market presence and growth, with recent price changes showing a 1.57% increase over five days and a 3.14% increase year-to-date. The company's diverse portfolio includes MH communities, RV communities, and holiday parks in the UK, aiming to provide affordable housing and recreational solutions.
Meeder Asset Management Inc. Makes New $1.36 Million Investment in Sun Communities, Inc. $SUI
Meeder Asset Management Inc. initiated a new $1.36 million investment in Sun Communities, Inc. (NYSE:SUI) during the second quarter, acquiring 11,386 shares. Other institutional investors also significantly increased their holdings, with major purchases by BlackRock Inc., Deutsche Bank AG, and Mitsubishi UFJ Asset Management Co. Ltd. Despite the positive institutional interest and a "Moderate Buy" consensus rating from analysts, recent insider transactions show executive vice president and a director selling substantial amounts of stock.
Barclays Maintains Sun Communities Inc(SUI.US) With Buy Rating, Raises Target Price to $147
Barclays has reiterated its Buy rating for Sun Communities Inc (SUI.US) and increased its target price to $147. This indicates a positive outlook from the firm regarding the company's stock performance.
SUI Maintained by Barclays -- Price Target Raised to $147.00
Barclays has maintained its Overweight rating on Sun Communities (SUI) and increased its price target to $147.00, reflecting cautious optimism for the real estate investment trust. While GuruFocus indicates SUI is approximately 3.7% undervalued at $121.50 compared to its GF Value™ of $126.13, the company faces challenges with unprofitability and low growth, as evidenced by its GF Score™ of 66/100 and recent insider selling. Investors are advised to proceed with caution due to mixed signals from valuation, profitability concerns, and insider activity.
Sun Communities’ S&P MidCap 400 Inclusion Might Change The Case For Investing In Sun Communities (SUI)
Sun Communities, Inc. will replace Webster Financial Corp. in the S&P MidCap 400 index, effective August 20, 2026, which is expected to increase its visibility among institutional investors. While this inclusion could reshape its shareholder base and trading liquidity, it doesn't fundamentally alter the company's core earnings drivers, which remain dependent on high occupancy and rent growth in its housing-driven REIT model. Investors should also consider the potential impact of rising operating costs and Sunbelt exposure on margins.
Sun Communities (SUI) Joins S&P MidCap 400, Boosting Stock Visib
Sun Communities (SUI) will be added to the S&P MidCap 400, effective August 20, which is expected to increase its stock visibility and drive institutional buying. This move follows a strong earnings report and positive FY26 EPS guidance, although Q3 guidance was only in line with expectations. The company, a REIT specializing in manufactured housing and RV communities, is also focusing on its North American operations after selling its UK holiday park business.
How Sun Communities’ S&P MidCap 400 Inclusion Will Impact Sun Communities (SUI) Investors
Sun Communities Inc. (SUI) will replace Webster Financial Corp. in the S&P MidCap 400 index on August 20, 2026, boosting its visibility and potential ownership by institutional investors. This inclusion, alongside ongoing share repurchases, could affect short-term trading dynamics. However, the company's long-term success hinges on stabilizing earnings, operational execution, and growing recurring rental income, particularly amidst exposure to Sunbelt markets and expense inflation.
Reddit Set to Join S&P 500 and Sun Communities to Join S&P MidCap 400
Reddit Inc. (NYSE: RDDT) is set to join the S&P 500, replacing AvalonBay Communities Inc. (NYSE: AVB) following AvalonBay's acquisition by Equity Residential. Concurrently, Sun Communities Inc. (NYSE: SUI) will be added to the S&P MidCap 400, replacing Webster Financial Corp. (NYSE: WBS) due to its acquisition by Banco Santander. These changes reflect portfolio adjustments related to mergers and acquisitions.
Sun Communities to Join S&P MidCap 400, S&P Says
Sun Communities Inc. (SUI) is set to join the S&P MidCap 400 index, as announced by S&P. This news follows recent adjustments to price targets by BofA and RBC, and the company's Q2 2026 earnings report, which showed a rise in core FFO despite a decline in revenue. Sun Communities is a real estate investment trust focused on manufactured housing and recreational vehicle communities.
BofA Adjusts Price Target on Sun Communities to $140 From $139
BofA has adjusted its price target for Sun Communities (SUI) to $140, an increase from its previous target of $139. This change was published on August 13, 2026, at 08:28 am EDT. The article also notes that Sun Communities is expected to join the S&P MidCap 400.
SUI Maintained by Morgan Stanley -- Price Target Lowered to $126
Morgan Stanley analyst Adam Kramer has maintained an Equal-Weight rating for Sun Communities (SUI) but lowered the price target from $135 to $126. Despite being deemed 5.1% undervalued by GuruFocus's GF Value, concerns remain due to the company's unprofitability, negative insider activity, and mixed sentiment from institutional investors. Investors are advised to consider these factors alongside the solid GF Score of 75/100.
Sun Communities (NYSE:SUI) Downgraded by Royal Bank Of Canada to Hold
Royal Bank of Canada downgraded Sun Communities (NYSE:SUI) from "moderate buy" to "hold," causing the stock to open near its one-year low of $115.90. Despite this, the consensus among analysts remains a "moderate buy" with an average price target of $139.92. Recent insider selling has occurred, while institutional investors and hedge funds collectively own approximately 99.59% of the company's shares.
SUI Maintained by Wells Fargo -- Price Target Lowered to $141
Wells Fargo maintained an Overweight rating on Sun Communities (SUI) but adjusted its price target to $141 from $142, a slight decrease. GuruFocus indicates SUI is currently undervalued by about 5.0% with a GF Value™ of $124.88 against a current price of $118.68, and has a strong GF Score™ of 77/100. Despite positive analyst sentiment and valuation, insider activity shows net selling, and the company faces profitability and financial strength challenges.
Sun Communities, Inc. (NYSE:SUI) Receives Average Recommendation of "Moderate Buy" from Brokerages
Sun Communities, Inc. (NYSE:SUI) has received an average "Moderate Buy" recommendation from sixteen brokerages, with an average 12-month price target of $139.92, exceeding its current share price of $118.45. The company recently paid a quarterly dividend of $1.12, equating to a 3.8% yield. While institutional investors hold a significant 99.59% of the stock, insiders have recently sold shares, including EVP Fernando Castro-Caratini and Director Gary A. Shiffman.
Sun Communities, Inc. $SUI Stock Holdings Lifted by Bank of America Corp DE
Bank of America Corp DE increased its stake in Sun Communities (NYSE:SUI) by 9.4% in the first quarter, now owning 568,513 shares valued at $71.6 million. Institutional investors hold a significant 99.59% of the company's stock, while corporate insiders own a smaller 1.58%. Analysts currently rate SUI as a "Moderate Buy" with an average price target of $139.98, despite recent insider share sales.
Aurora Investment Managers LLC. Decreases Stock Position in Sun Communities, Inc. $SUI
Aurora Investment Managers LLC significantly reduced its stake in Sun Communities, Inc. (NYSE:SUI) by 84.4% in the second quarter, selling 23,500 shares and retaining 4,338 shares. Despite this reduction, institutional ownership remains high at 99.59%, with several other major investors like Norges Bank and Wellington Management increasing their positions. The article also notes Sun Communities' dividend, recent insider sales, and analyst ratings, which indicate a "Moderate Buy" consensus with a target price of $139.98.
Renaissance Technologies LLC Invests $3.79 Million in Sun Communities, Inc. $SUI
Renaissance Technologies LLC has invested $3.79 million in Sun Communities, Inc. (SUI) by acquiring 30,100 shares in the first quarter. Despite this institutional buying and a "Moderate Buy" consensus rating from analysts with an average price target of $139.98, the company has seen significant insider selling from a director and an executive vice president totaling approximately $6 million. Sun Communities recently paid a quarterly dividend of $1.12 per share, yielding 3.7%, while its stock trades near the lower end of its 52-week range.
Dodge & Cox (NYSE: SUI) reports 7.7% stake in Sun Communities common stock
Dodge & Cox has reported a 7.7% beneficial ownership stake in Sun Communities, Inc. common stock, holding 9,500,781 shares as of June 30, 2026. This is detailed in an amended Schedule 13G/A filing, indicating sole voting power over 9,095,325 shares and sole dispositive power over all 9,500,781 shares. The Dodge & Cox Stock Fund accounts for 5.5% of this total, with clients of Dodge & Cox entitled to dividends and sale proceeds.
Royal Bank of Canada Decreases Holdings in Sun Communities, Inc. $SUI
Royal Bank of Canada reduced its stake in Sun Communities, Inc. (NYSE:SUI) by 12.9% in the first quarter, selling 23,559 shares and retaining 158,606 shares valued at $19.98 million. Despite this reduction and a "sell" rating from Wall Street Zen, other analysts maintain a "Moderate Buy" consensus with an average price target of $139.98, and Jefferies upgraded the stock to "strong buy." The article also notes recent insider selling by two directors and details of the company's dividend payout.
Quantinno Capital Management LP Has $24.23 Million Stake in Sun Communities, Inc. $SUI
Quantinno Capital Management LP significantly increased its stake in Sun Communities, Inc. (NYSE:SUI) by 21.3% in the first quarter, now holding 192,324 shares valued at $24.23 million. The real estate investment trust (REIT) is largely owned by institutional investors (99.59%) and maintains a "Moderate Buy" consensus rating from analysts with an average price target of $139.98. Recent insider transactions show two directors sold shares, while the company pays a quarterly dividend of $1.12 per share, yielding 3.6%.
Why Sun Communities (SUI) Is Up 6.9% After Beating Core FFO Guidance And Announcing $1B Buyback
Sun Communities (SUI) reported its Q2 2026 results, showing a net loss but exceeding core FFO guidance and announcing a $1 billion share repurchase program. The company is focusing on its North American manufactured housing and RV portfolio after selling its U.K. business. Despite a headline net loss, the core FFO beat and buyback are seen as encouraging, reinforcing the company's investment narrative focused on affordable housing and RV revenue.
Sun Communities, Inc. Revenue Breakdown – NYSE:SUI
Sun Communities, Inc. (NYSE:SUI) reported its revenue breakdown for the last fiscal year, reaching $2.31 billion USD. The Manufactured Housing segment was the top performer, contributing $1.14 billion USD, while North America generated the largest regional revenue at $1.81 billion USD. This data provides insight into the company's key revenue drivers.
Why Sun Communities (SUI) Is Up 6.9% After Beating Core FFO Guidance And Announcing $1B Buyback
Sun Communities (SUI) saw its stock rise 6.9% after exceeding core FFO guidance for Q2 2026 and announcing a $1 billion share buyback program. Despite reporting a net loss of US$992.7 million, the company's core funds from operations reached US$1.84 per share, and it raised its full-year outlook. The company also sold its U.K. business to focus on its North American manufactured housing and RV portfolio, reinforcing its core investment narrative.
Sun Communities (SUI) Stock Climbs After FFO Beat Despite Revenue Drop
Sun Communities (SUI) saw its stock climb by approximately 2.2% after its Q2 2026 earnings report. Despite a 20.5% revenue drop, the company's Core Funds From Operations (FFO) per share of US$1.84 exceeded guidance, leading to a profit swing from a loss in the previous year. The company's manufactured housing segment showed strong performance, contributing to the FFO beat, while concerns remain regarding RV weakness and limited organic growth opportunities.
Colliers Securities Maintains Sun Communities Inc(SUI.US) With Buy Rating, Cuts Target Price to $145
Colliers Securities has reiterated its Buy rating for Sun Communities Inc (SUI.US) but has reduced its target price to $145. This adjustment reflects a continued positive outlook on the company despite a revised valuation.
Why Sun Communities (SUI) Is Up 6.9% After Beating Core FFO Guidance And Announcing $1B Buyback
Sun Communities (SUI) saw its stock price increase by 6.9% after reporting strong Q2 2026 results. The company exceeded core FFO guidance, raised its full-year outlook, authorized a $1 billion share repurchase program, and sold its U.K. business to focus on North American manufactured housing and RV portfolios. These developments reinforce the company's investment narrative focused on affordable housing and RV revenue, despite a headline net loss.
Press Release: Sun Communities Reports Results -12-
This entry is a placeholder for a press release from Sun Communities. The full content of the release was not provided in the input, but it is expected to detail the company's financial results.
Is It Too Late to Buy Sun Communities Inc (SUI) After 3.1% Rally? GF Value Says Undervalued
Sun Communities Inc (SUI) recently rallied 3.1%, and according to GF Value™, the stock is currently undervalued by 2.3% at $127.94. Despite an above-average GF Score™ of 73/100, the company is unprofitable, has a low growth rank, and has seen significant insider selling, suggesting caution for potential investors. Gurus show mixed sentiment, with some trimming positions while others add, and further analysis highlights the importance of evaluating both operational trajectory and market conditions due to its cash-flow negative status.
Sun Communities, Inc. Revenue Breakdown – DUS:SCZ
The article details Sun Communities, Inc.'s revenue breakdown for the last year. The company generated 1.96 billion EUR, with its Manufactured Housing segment being the top performer at 968.74 million EUR. North America contributed the most regionally, accounting for 1.54 billion EUR.
RBC Lifts Price Target on Sun Communities to $148 From $147, Keeps Outperform Rating
RBC Capital has increased its price target for Sun Communities (SUI) to $148, up from $147, while maintaining an Outperform rating on the stock. This adjustment reflects a continued positive outlook from the analyst firm for the real estate investment trust specializing in manufactured housing and RV communities. The article also notes recent activities related to Sun Communities including other analyst adjustments, insider stock sales, and a stock repurchase program.
Sun Communities (SUI) Stock Climbs After FFO Beat Despite Revenue Drop
Sun Communities (SUI) stock climbed by 2.2% after its Q2 2026 earnings report, driven by core funds from operations (FFO) beating guidance at US$1.84 per share. While total revenue declined, the company swung back to a net profit, and North America same-property NOI grew by 6%, with manufactured housing showing strong performance. However, concerns remain regarding limited organic growth and RV segment weakness.
Adelante Capital Management LLC Invests $4.15 Million in Sun Communities, Inc. $SUI
Adelante Capital Management LLC has invested $4.15 million in Sun Communities, Inc. (NYSE:SUI) by purchasing 32,940 shares in the first quarter. While institutional investors own a significant portion of the REIT, and analysts generally rate it as a "Moderate Buy" with an average price target above its current share price, the company recently missed EPS estimates and saw insider selling. Sun Communities pays a quarterly dividend of $1.12, equating to a 3.6% yield, and has shown year-over-year revenue growth.
Sun Communities Inc (SUI) Q2 2026 Earnings Call Highlights: Surpassing Expectations with Strong ...
Sun Communities Inc (SUI) reported strong Q2 2026 earnings, with core FFO per share of $1.84, exceeding expectations, and an 8.8% increase in Manufactured Housing same-property NOI. The company raised its 2026 Same-Property NOI guidance and announced a $1 billion share buyback program. Despite positive performance, challenges include a competitive acquisition pipeline, decreased home sales volume, and the ongoing search for a long-term CFO.
SUN COMMUNITIES INC Q2 2026: Revenue $484.6M, EPS $(8.08) — 10-Q Summary
SUN COMMUNITIES INC (SUI) reported its Q2 2026 results, with revenue declining to $484.6 million and a net loss attributable to common shareholders of $992.7 million, resulting in a diluted loss per share of $(8.08). This is a significant decrease from Q2 2025, which saw revenues of $495.9 million and a net income of $1273.6 million. The company's financial performance was impacted by the sale of Park Holidays, a decline in home sales, but saw gains in same-property NOI for its MH and RV operations.
Sun Communities Inc. Posts Strong Second-Quarter Results
Sun Communities, Inc. reported strong second-quarter results for 2026, exceeding guidance thanks to its Manufactured Housing and RV portfolio. The company saw significant improvements in net income attributable to continuing operations and an increase in Funds from Operations (FFO) and Core FFO compared to the previous year. CEO Charles Young highlighted durable demand, disciplined expense management, and strategic priorities including a planned sale of their UK platform to sharpen focus on core business.
SummitTX Capital L.P. Decreases Stock Position in Sun Communities, Inc. $SUI
SummitTX Capital L.P. reduced its stake in Sun Communities, Inc. (NYSE:SUI) by 35.1% in the first quarter, selling 15,052 shares and now holding 27,841 shares valued at $3.51 million. While SummitTX decreased its position, other institutional investors like AQR Capital Management LLC and Goldman Sachs Group Inc. increased their holdings. The article also provides financial metrics, recent earnings data, dividend information, and analyst ratings for Sun Communities.
Sun Communities (SUI) On Q2 Loss Is The Stock A Bargain Or Fairly Priced
Sun Communities (SUI) reported Q2 2026 results with higher sales but a significant net loss, prompting investor re-evaluation. Despite the loss, Simply Wall St estimates the stock to be 14.5% undervalued with a fair value of $142.00, driven by strong occupancy and rent growth in its manufactured housing communities. However, weaker transient RV revenue and higher operating expenses pose potential risks to this valuation.
Sun Communities Reports Results for the Second Quarter and First Six Months of 2026
Sun Communities, Inc. reported its second-quarter 2026 results, highlighting a net loss per diluted share of $8.08, mainly due to a loss from discontinued operations, but a net income per diluted share from continuing operations of $0.32. The company achieved core FFO per share of $1.84 and saw same property NOI grow by 6.0%, driven by strong performance in manufactured housing. Sun Communities also increased its 2026 same property NOI growth guidance to 4.5% - 5.3% and announced the planned sale of its UK platform, Park Holidays, for approximately $1.04 billion.
Press Release: Sun Communities Reports Results for the Second Quarter and First Six Months of 2026
Sun Communities, Inc. reported its financial results for the second quarter and first six months of 2026. The company achieved strong growth in its manufactured housing, RV, and marina segments, with increased net rental income and FFO per share. Sun Communities continues to focus on its portfolio expansion and operational efficiency.
Sun Communities Reports Results for the Second Quarter and First Six Months of 2026
Sun Communities, Inc. reported its second-quarter and first-six-month results for 2026, including a net loss per diluted share of $8.08 for the quarter, primarily due to discontinued operations related to the planned sale of its UK platform (Park Holidays). Despite this, the company achieved Core FFO per Share of $1.84 for the quarter and saw Same Property NOI grow by 6.0%, driven by strength in Manufactured Housing. Sun Communities updated its full-year guidance for Diluted EPS and Core FFO per Share and announced a stock repurchase program of up to $1.0 billion.
Sun Communities reports $8.08 loss after $1.1B UK valuation charge
Sun Communities (NYSE:SUI) reported a Q2 2026 net loss of $992.7 million, or $8.08 per diluted share, largely due to a $1.1 billion non-cash valuation allowance related to the agreed sale of its UK Park Holidays business. Despite this, the company saw strong operational performance with Core FFO per share rising to $1.84 and Same Property NOI increasing by 6.0%. Sun Communities has also initiated a $1.0 billion stock repurchase program and raised its 2026 North America Same Property NOI growth guidance.
Earnings Flash (SUI) Sun Communities, Inc. Reports Q2 Revenue $484.6M, vs. FactSet Est of $623.4M
Sun Communities, Inc. (SUI) announced its second-quarter revenue was $484.6 million, significantly missing the FactSet estimate of $623.4 million. The report was published on July 27, 2026, by MT Newswires. This news is relevant for investors tracking the performance of the residential REIT sector.
Sun Communities faces earnings test after rocky first quarter
Sun Communities Inc. is set to release its second-quarter results, with analysts expecting a return to profitability and significant revenue growth after a disappointing first quarter loss. Investors will closely watch for sustained profitability, revenue growth, and occupancy trends, especially given strong fundamentals in the manufactured housing sector. The company also faces scrutiny over a class-action settlement and recent insider selling, making its ability to manage expenses and capitalize on market demand crucial for future performance.
Morgan Stanley Maintains Sun Communities Inc(SUI.US) With Hold Rating, Maintains Target Price $135
Morgan Stanley has reiterated its Hold rating on Sun Communities Inc (SUI.US), maintaining its target price at $135. This indicates that the firm sees the stock as likely to perform in line with the broader market.
Public Employees Retirement System of Ohio Cuts Position in Sun Communities, Inc. $SUI
The Public Employees Retirement System of Ohio reduced its holdings in Sun Communities, Inc. by 11% in the first quarter, selling 21,765 shares. Despite the reduction, Sun Communities reported mixed quarterly results with revenue exceeding expectations. Analysts currently rate the stock a "Moderate Buy" with a consensus price target of $140.05.
Sun Communities, Inc. Revenue Breakdown – FWB:SCZ
Sun Communities, Inc. (FWB: SCZ) generated 1.96 billion EUR in revenue last year, with its Manufactured Housing segment being the top performer at 968.74 million EUR. North America contributed the most to the company's revenue, accounting for 1.54 billion EUR. The article provides a breakdown of the company's revenue by segment and geographical region.
