Vanderbilt University Has $1.87 Million Stock Holdings in Sun Communities, Inc. $SUI

Vanderbilt University boosted its holdings in shares of Sun Communities, Inc. (NYSE:SUI) by 71.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 15,123 shares of the real estate investment trust’s stock after buying an additional 6,304 shares during the period. Vanderbilt University’s holdings in Sun Communities were worth $1,874,000 as of its most recent SEC filing.

Several other institutional investors have also recently bought and sold shares of the business. Vanguard Group Inc. raised its holdings in Sun Communities by 1.4% during the third quarter. Vanguard Group Inc. now owns 18,289,956 shares of the real estate investment trust’s stock worth $2,359,404,000 after buying an additional 249,501 shares during the last quarter. Dodge & Cox raised its holdings in shares of Sun Communities by 2.0% in the third quarter. Dodge & Cox now owns 14,480,815 shares of the real estate investment trust’s stock valued at $1,868,025,000 after purchasing an additional 282,055 shares during the last quarter. State Street Corp raised its holdings in shares of Sun Communities by 4.2% in the third quarter. State Street Corp now owns 5,383,984 shares of the real estate investment trust’s stock valued at $699,862,000 after purchasing an additional 214,634 shares during the last quarter. Wellington Management Group LLP raised its holdings in shares of Sun Communities by 1,224.1% in the third quarter. Wellington Management Group LLP now owns 4,485,795 shares of the real estate investment trust’s stock valued at $578,668,000 after purchasing an additional 4,147,015 shares during the last quarter. Finally, Daiwa Securities Group Inc. raised its holdings in shares of Sun Communities by 4.8% in the second quarter. Daiwa Securities Group Inc. now owns 2,775,910 shares of the real estate investment trust’s stock valued at $351,125,000 after purchasing an additional 128,334 shares during the last quarter. Institutional investors and hedge funds own 99.59% of the company’s stock.

Sun Communities Price Performance

SUI opened at $126.86 on Wednesday. The firm has a market cap of $15.63 billion, a P/E ratio of 11.81, a PEG ratio of 4.42 and a beta of 0.90. The firm has a 50-day moving average of $130.53 and a 200 day moving average of $127.28. The company has a debt-to-equity ratio of 0.58, a quick ratio of 4.43 and a current ratio of 4.43. Sun Communities, Inc. has a fifty-two week low of $109.22 and a fifty-two week high of $137.85.

Sun Communities (NYSE:SUI) last posted its quarterly earnings results on Tuesday, February 24th. The real estate investment trust reported $1.40 earnings per share for the quarter, beating the consensus estimate of $1.37 by $0.03. The company had revenue of $515.20 million during the quarter, compared to analyst estimates of $509.40 million. Sun Communities had a net margin of 61.86% and a negative return on equity of 0.04%. The firm’s revenue for the quarter was up .1% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.41 earnings per share. Sun Communities has set its FY 2026 guidance at 6.830-7.030 EPS and its Q1 2026 guidance at 1.240-1.320 EPS. On average, research analysts expect that Sun Communities, Inc. will post 6.77 EPS for the current year.

Sun Communities Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, April 15th. Shareholders of record on Tuesday, March 31st will be given a dividend of $1.12 per share. This is a boost from Sun Communities’s previous quarterly dividend of $1.04. This represents a $4.48 dividend on an annualized basis and a yield of 3.5%. The ex-dividend date is Tuesday, March 31st. Sun Communities’s dividend payout ratio (DPR) is 41.71%.

Analysts Set New Price Targets

Several brokerages have recently commented on SUI. Citigroup increased their target price on shares of Sun Communities from $150.00 to $155.00 and gave the company a “buy” rating in a report on Monday, March 2nd. Weiss Ratings reiterated a “hold (c)” rating on shares of Sun Communities in a report on Wednesday, January 21st. Deutsche Bank Aktiengesellschaft upgraded shares of Sun Communities from a “hold” rating to a “buy” rating and set a $145.00 target price for the company in a report on Tuesday, January 20th. Barclays increased their target price on shares of Sun Communities from $144.00 to $148.00 and gave the company an “overweight” rating in a report on Friday, March 6th. Finally, UBS Group increased their price target on shares of Sun Communities from $126.00 to $127.00 and gave the company a “neutral” rating in a research report on Thursday, January 8th. Ten investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $140.17.

Insiders Place Their Bets

In other Sun Communities news, Director Clunet R. Lewis sold 3,800 shares of the stock in a transaction dated Thursday, March 5th. The shares were sold at an average price of $136.01, for a total transaction of $516,838.00. Following the completion of the transaction, the director owned 16,817 shares in the company, valued at $2,287,280.17. This trade represents a 18.43% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 1.89% of the stock is owned by corporate insiders.

About Sun Communities

Sun Communities, Inc is a publicly traded real estate investment trust (REIT) that specializes in the acquisition, ownership and operation of manufactured housing communities, recreational vehicle (RV) resorts and marinas. The company’s portfolio spans more than 500 manufactured housing communities and over 160 RV resorts, offering affordable, long-term housing as well as short-stay recreational lodging. Through professional on-site management and amenity-rich community designs, Sun Communities serves a diverse customer base that includes retirees, workforce families and vacationers.

Founded in 1975 and headquartered in Southfield, Michigan, Sun Communities has grown organically and through strategic acquisitions to become one of the largest operators in its sector.