Mary Powell Sells 5,357 Shares of Sunrun (NASDAQ:RUN) Stock

Sunrun Inc. (NASDAQ:RUN) CEO Mary Powell sold 5,357 shares of Sunrun stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $12.33, for a total value of $66,051.81. Following the transaction, the chief executive officer owned 1,130,180 shares of the company’s stock, valued at approximately $13,935,119.40. This represents a 0.47% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link.

Mary Powell also recently made the following trade(s):

• On Tuesday, January 6th, Mary Powell sold 8,754 shares of Sunrun stock. The stock was sold at an average price of $17.80, for a total value of $155,821.20.
• On Monday, December 8th, Mary Powell sold 2,890 shares of Sunrun stock. The stock was sold at an average price of $17.80, for a total transaction of $51,442.00.

Sunrun Stock Performance

Shares of RUN traded down $0.98 during trading hours on Tuesday, hitting $11.54. The stock had a trading volume of 17,240,980 shares, compared to its average volume of 10,934,991. The firm has a 50-day moving average price of $18.81 and a 200 day moving average price of $18.40. Sunrun Inc. has a fifty-two week low of $5.38 and a fifty-two week high of $22.44. The firm has a market capitalization of $2.71 billion, a price-to-earnings ratio of 6.75 and a beta of 2.43. The company has a debt-to-equity ratio of 3.38, a quick ratio of 1.27 and a current ratio of 1.66.

Sunrun (NASDAQ:RUN) last released its quarterly earnings data on Thursday, February 26th. The energy company reported $0.38 earnings per share for the quarter, beating analysts’ consensus estimates of ($0.08) by $0.46. The company had revenue of $1.16 billion during the quarter, compared to analysts’ expectations of $610.29 million. Sunrun had a net margin of 15.22% and a return on equity of 11.72%. The firm’s revenue for the quarter was up 123.5% on a year-over-year basis. During the same quarter in the previous year, the company earned $1.41 earnings per share. As a group, research analysts anticipate that Sunrun Inc. will post -0.43 EPS for the current year.

Key Stories Impacting Sunrun

Here are the key news stories impacting Sunrun this week:

• Positive Sentiment: Q4 results and presentation showed a substantial beat on revenue and EPS, highlighting accelerating revenue growth and improving margins—supporting the thesis that fundamentals are improving. Sunrun Inc. 2025 Q4 – Results – Earnings Call Presentation
• Positive Sentiment: The Goldman Sachs Group raised its price target to $24 and maintained a Buy, signaling institutional confidence in Sunrun’s growth path after recent results. Sunrun (NASDAQ:RUN) Given New $24.00 Price Target at The Goldman Sachs Group
• Positive Sentiment: Another outlet reported a price-target raise to $25, adding further upward analyst pressure on valuation expectations. Sunrun (NASDAQ:RUN) Price Target Raised to $25.00
• Positive Sentiment: Profile piece on the CEO highlights strategic narrative (battery/VPP focus and long-term positioning), which can help investor sentiment and visibility. This self-described “accidental CEO” is powering America’s energy future
• Neutral Sentiment: Analyst coverage remains mixed — an aggregate “deep dive” summarizes four recent ratings, underscoring divergent views that can increase intraday volatility. Deep Dive Into Sunrun Stock: Analyst Perspectives (4 Ratings)
• Neutral Sentiment: Mizuho trimmed its target from $25 to $22 but kept an Outperform rating, reflecting tempered near-term expectations while still positive on medium-term upside. Sunrun (NASDAQ:RUN) Given New $22.00 Price Target at Mizuho
• Neutral Sentiment: Operational update: installation volumes fell in Q4 2025 even as Virtual Power Plant (VPP) capacity grew — a mix of near-term revenue headwinds and longer-term value creation from grid services. Sunrun installation volumes fall in Q4 2025 as VPP capacity grows
• Negative Sentiment: Pomerantz LLP launched an investor investigation into Sunrun, introducing potential legal risk and uncertainty that often triggers selling pressure. INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Sunrun Inc. – RUN
• Negative Sentiment: Recent analyst downgrades include a cut to Sell by GLJ Research and a Hold from Jefferies, which can amplify downward pressure from investors re-pricing near-term risk. Sunrun (NASDAQ:RUN) Cut to “Sell” at Glj Research Sunrun (NASDAQ:RUN) Cut to “Hold” at Jefferies Financial Group

Analyst Upgrades and Downgrades

Several analysts have commented on RUN shares. Zacks Research raised Sunrun from a “hold” rating to a “strong-buy” rating in a report on Thursday, February 26th. Jefferies Financial Group cut shares of Sunrun from a “buy” rating to a “hold” rating and set a $22.00 price objective for the company. in a research report on Friday. Guggenheim raised shares of Sunrun from a “neutral” rating to a “buy” rating and set a $27.00 price objective on the stock in a report on Monday, November 10th. Deutsche Bank Aktiengesellschaft set a $19.00 target price on shares of Sunrun in a research note on Wednesday, January 7th. Finally, Glj Research lowered shares of Sunrun from a “hold” rating to a “sell” rating and set a $6.73 price target on the stock. in a research note on Friday. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Sunrun presently has an average rating of “Moderate Buy” and a consensus target price of $19.84.

Institutional Investors Weigh In On Sunrun

A number of hedge funds have recently modified their holdings of RUN. Principal Financial Group Inc. boosted its position in Sunrun by 5.6% in the 3rd quarter. Principal Financial Group Inc. now owns 1,194,915 shares of the energy company’s stock valued at $20,660,000 after buying an additional 63,284 shares during the period. Universal Beteiligungs und Servicegesellschaft mbH raised its stake in shares of Sunrun by 41.7% in the third quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 498,530 shares of the energy company’s stock valued at $8,620,000 after acquiring an additional 146,588 shares in the last quarter. Range Financial Group LLC purchased a new position in Sunrun in the third quarter valued at $1,403,000. BNP PARIBAS ASSET MANAGEMENT Holding S.A. grew its stake in Sunrun by 132.9% during the 3rd quarter. BNP PARIBAS ASSET MANAGEMENT Holding S.A. now owns 2,821,106 shares of the energy company’s stock worth $48,777,000 after purchasing an additional 1,609,803 shares in the last quarter. Finally, Duff & Phelps Investment Management Co. increased its holdings in Sunrun by 47.3% during the 2nd quarter. Duff & Phelps Investment Management Co. now owns 51,807 shares of the energy company’s stock worth $424,000 after purchasing an additional 16,643 shares during the period. 91.69% of the stock is currently owned by institutional investors and hedge funds.

Sunrun Company Profile

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.