Insider Selling: Sunrun (NASDAQ:RUN) Director Sells $498,000.00 in Stock

Sunrun Inc. (NASDAQ:RUN) Director Lynn Michelle Jurich sold 50,000 shares of the stock in a transaction that occurred on Monday, August 3rd. The shares were sold at an average price of $9.96, for a total value of $498,000.00. Following the sale, the director owned 367,405 shares of the company’s stock, valued at approximately $3,659,353.80. The trade was a 11.98% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

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

• On Wednesday, July 1st, Lynn Michelle Jurich sold 50,000 shares of Sunrun stock. The stock was sold at an average price of $13.61, for a total value of $680,500.00.
• On Monday, June 1st, Lynn Michelle Jurich sold 50,000 shares of Sunrun stock. The stock was sold at an average price of $15.92, for a total value of $796,000.00.

Sunrun Stock Down 10.6%

RUN opened at $9.38 on Friday. Sunrun Inc. has a 1-year low of $8.61 and a 1-year high of $22.44. The company has a current ratio of 1.45, a quick ratio of 1.09 and a debt-to-equity ratio of 3.44. The stock has a market capitalization of $2.24 billion, a price-to-earnings ratio of 6.34 and a beta of 2.35. The business has a 50 day moving average of $12.40 and a 200-day moving average of $14.15.

Sunrun (NASDAQ:RUN) last announced its earnings results on Wednesday, August 5th. The energy company reported $0.42 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.23 by $0.19. The business had revenue of $869.99 million for the quarter, compared to analyst estimates of $746.87 million. Sunrun had a net margin of 11.59% and a return on equity of 9.74%. Sunrun’s revenue was up 52.8% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.07 earnings per share. As a group, sell-side analysts anticipate that Sunrun Inc. will post 1.01 earnings per share for the current year.

Analyst Upgrades and Downgrades

RUN has been the subject of a number of research analyst reports. Zacks Research lowered shares of Sunrun from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, June 2nd. Barclays decreased their target price on Sunrun from $23.00 to $14.00 and set an “equal weight” rating on the stock in a research report on Tuesday, April 21st. Glj Research reaffirmed a “sell” rating and issued a $4.63 price target on shares of Sunrun in a report on Friday, July 10th. The Goldman Sachs Group reduced their price objective on Sunrun from $18.00 to $15.00 and set a “buy” rating for the company in a research report on Thursday. Finally, JPMorgan Chase & Co. decreased their price objective on Sunrun from $25.00 to $22.00 and set an “overweight” rating on the stock in a report on Thursday, April 16th. Twelve research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $17.42.

Institutional Trading of Sunrun

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Salomon & Ludwin LLC increased its stake in Sunrun by 49.2% during the 4th quarter. Salomon & Ludwin LLC now owns 1,693 shares of the energy company’s stock worth $31,000 after acquiring an additional 558 shares during the period. Hantz Financial Services Inc. lifted its position in shares of Sunrun by 59.1% during the 4th quarter. Hantz Financial Services Inc. now owns 1,519 shares of the energy company’s stock valued at $28,000 after acquiring an additional 564 shares during the period. PNC Financial Services Group Inc. grew its holdings in shares of Sunrun by 3.3% during the 4th quarter. PNC Financial Services Group Inc. now owns 17,481 shares of the energy company’s stock worth $322,000 after purchasing an additional 565 shares in the last quarter. Sage Rhino Capital LLC increased its position in shares of Sunrun by 5.2% in the fourth quarter. Sage Rhino Capital LLC now owns 11,468 shares of the energy company’s stock worth $211,000 after purchasing an additional 572 shares during the period. Finally, UMB Bank n.a. increased its position in shares of Sunrun by 62.9% in the fourth quarter. UMB Bank n.a. now owns 1,732 shares of the energy company’s stock worth $32,000 after purchasing an additional 669 shares during the period. Institutional investors own 91.69% of the company’s stock.

Key Stories Impacting Sunrun

Here are the key news stories impacting Sunrun this week:

• Positive Sentiment: Q2 earnings and revenue beat estimates. Sunrun reported adjusted earnings of $0.42 per share versus the $0.23 consensus estimate, while revenue rose 52.8% year over year to approximately $870 million, above expectations of about $747 million. Sunrun Shares Fall as Guidance Cut Offsets Q2 Earnings Beat
• Positive Sentiment: Battery-storage adoption reached a record. Sunrun said its Q2 storage attachment rate climbed to 74%, with networked storage capacity reaching 4.6 gigawatt-hours. Management expects to exit 2026 with more than 10% growth and is targeting over 10 GWh of capacity by the end of 2028. Sunrun Growth and Storage Targets
• Positive Sentiment: Analysts remain bullish despite lower targets. Goldman Sachs and TD Cowen maintained “buy” ratings, with revised price targets of $15 and $16, respectively—still implying substantial upside from recent trading levels. Analyst Price Target Changes
• Neutral Sentiment: Cash generation remains positive but requires monitoring. Sunrun generated $23 million of cash in Q2, or $45 million excluding equipment investments, but used $186 million in operating cash flow. Institutional ownership remains high at approximately 91.7%.
• Negative Sentiment: Full-year guidance was reduced. Sunrun lowered its 2026 cash-generation outlook to $200 million-$375 million, raising concerns about execution, capital needs and the durability of future profitability. This guidance cut was the primary reason the strong quarterly beat failed to support the stock. Sunrun Reports Second Quarter 2026 Financial Results
• Negative Sentiment: Recent analyst target reductions add pressure. Goldman Sachs cut its target from $18 to $15, while TD Cowen reduced its target from $21 to $16. A director’s sale of 50,000 shares under a pre-arranged Rule 10b5-1 plan is an additional, though less significant, sentiment headwind.

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.