Sunrun Inc. $RUN Shares Sold by DNB Asset Management AS

DNB Asset Management AS decreased its holdings in shares of Sunrun Inc. (NASDAQ:RUN) by 37.7% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 963,542 shares of the energy company’s stock after selling 583,029 shares during the period. DNB Asset Management AS owned approximately 0.42% of Sunrun worth $16,660,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also made changes to their positions in the business. Choreo LLC bought a new stake in Sunrun during the third quarter worth approximately $177,000. Intech Investment Management LLC lifted its position in shares of Sunrun by 170.5% during the 3rd quarter. Intech Investment Management LLC now owns 243,937 shares of the energy company’s stock valued at $4,218,000 after acquiring an additional 153,749 shares during the last quarter. Fox Run Management L.L.C. acquired a new stake in shares of Sunrun during the 3rd quarter valued at $442,000. Optiver Holding B.V. bought a new stake in shares of Sunrun during the 3rd quarter worth $31,000. Finally, Counterpoint Mutual Funds LLC acquired a new position in shares of Sunrun in the 3rd quarter worth $486,000. 91.69% of the stock is currently owned by institutional investors.

Sunrun Price Performance

Shares of NASDAQ:RUN opened at $13.25 on Friday. The firm has a market cap of $3.07 billion, a price-to-earnings ratio of 7.75 and a beta of 2.36. Sunrun Inc. has a 1 year low of $5.38 and a 1 year high of $22.44. The company has a current ratio of 1.46, a quick ratio of 1.06 and a debt-to-equity ratio of 3.67. The business has a fifty day simple moving average of $19.12 and a 200 day simple moving average of $18.30.

Sunrun (NASDAQ:RUN) last issued its earnings results on Thursday, February 26th. The energy company reported $0.38 earnings per share for the quarter, topping the consensus estimate of ($0.08) by $0.46. Sunrun had a return on equity of 12.18% and a net margin of 15.22%.The company had revenue of $1.16 billion for the quarter, compared to analyst estimates of $610.29 million. During the same period in the prior year, the firm posted $1.41 EPS. The business’s revenue was up 123.5% compared to the same quarter last year. As a group, sell-side analysts predict that Sunrun Inc. will post -0.43 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on RUN shares. Raymond James Financial assumed coverage on Sunrun in a report on Monday, January 12th. They set a “market perform” rating for the company. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of Sunrun in a research note on Wednesday, December 17th. Zacks Research upgraded shares of Sunrun from a “hold” rating to a “strong-buy” rating in a report on Thursday. Jefferies Financial Group restated a “hold” rating and set a $22.00 price target on shares of Sunrun in a report on Friday. Finally, Glj Research restated a “sell” rating on shares of Sunrun in a research report on Friday. One equities research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, seven have issued a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, Sunrun presently has an average rating of “Moderate Buy” and a consensus price target of $20.09.

Insider Transactions at Sunrun

In related news, CRO Paul S. Dickson sold 6,119 shares of the firm’s stock in a transaction that occurred on Tuesday, January 6th. The shares were sold at an average price of $17.80, for a total transaction of $108,918.20. Following the transaction, the executive owned 639,110 shares of the company’s stock, valued at approximately $11,376,158. This trade represents a 0.95% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Mary Powell sold 8,754 shares of Sunrun stock in a transaction that occurred on Tuesday, January 6th. The shares were sold at an average price of $17.80, for a total transaction of $155,821.20. Following the completion of the sale, the chief executive officer owned 864,946 shares of the company’s stock, valued at $15,396,038.80. This trade represents a 1.00% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 518,800 shares of company stock valued at $9,903,520 in the last ninety days. 3.37% of the stock is currently owned by insiders.

Sunrun News Summary

Here are the key news stories impacting Sunrun this week:

• Positive Sentiment: Sunrun beat expectations in Q4: GAAP EPS $0.38 vs a consensus loss, revenue $1.16B (well above estimates) and strong cash generation (Cash Generation of $377M in 2025). The company also reported record storage attachment rates and other operational wins that support future revenue quality. Sunrun Reports Q4 & Full Year 2025 Financial Results
• Positive Sentiment: Company guidance and metrics were constructive: outlook for positive cash generation in 2026 ($250M–$450M range), $290M net change in cash, $176M contracted net value creation in Q4 and a 71% storage attachment rate — items that support a margin-focused pivot. Sunrun Reports Fourth Quarter and Full Year 2025 Financial Results (Yahoo)
• Positive Sentiment: Zacks upgraded RUN to a Rank #1 (Strong Buy), which can attract momentum and short-term buying interest from retail and quant flows. Sunrun Upgraded to Strong Buy (Zacks)
• Positive Sentiment: Oppenheimer raised its price target to $25 and kept an “outperform” rating, signaling bullish analyst conviction and a large implied upside from current levels. Oppenheimer Raises PT to $25 (Benzinga)
• Neutral Sentiment: Sunrun outlined a pivot to a margin-focused strategy with projected high single- to low double-digit direct business growth for 2026 — strategic shift could improve profitability over time but timing/scale remain uncertain. Sunrun Pivot to Margin-Focused Strategy (Seeking Alpha)
• Neutral Sentiment: Full earnings call/transcript coverage is available (details on cash, storage attach, partnerships and cost pressures) — useful for investors assessing execution risk vs. growth opportunity. Q4 2025 Earnings Call Transcript
• Negative Sentiment: At least one firm (GLJ Research) reaffirmed a “sell” rating, signaling continued analyst skepticism that can pressure the stock amid volatile trading. GLJ Reaffirms Sell (TickerReport/Benzinga)
• Negative Sentiment: Despite the beat, structural concerns remain: aggregate analyst expectations still imply negative FY EPS (consensus around -0.43), Sunrun shows a negative net margin and a high debt/equity ratio — factors that leave the stock vulnerable to downside if execution slips. Analyst Estimates and Metrics (MarketBeat)

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.