Maxi Investments CY Ltd Has $2.39 Million Stock Holdings in Sunrun Inc. $RUN

Maxi Investments CY Ltd raised its holdings in shares of Sunrun Inc. (NASDAQ:RUN) by 72.9% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 130,000 shares of the energy company’s stock after purchasing an additional 54,800 shares during the period. Maxi Investments CY Ltd owned 0.06% of Sunrun worth $2,392,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds also recently modified their holdings of RUN. Voloridge Investment Management LLC bought a new stake in shares of Sunrun during the third quarter worth approximately $40,193,000. Robeco Schweiz AG bought a new position in Sunrun in the third quarter valued at approximately $36,969,000. BNP PARIBAS ASSET MANAGEMENT Holding S.A. grew its holdings 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 acquiring an additional 1,609,803 shares during the period. PGGM Investments grew its holdings in Sunrun by 17.8% during the 3rd quarter. PGGM Investments now owns 8,256,941 shares of the energy company’s stock worth $142,763,000 after acquiring an additional 1,249,683 shares during the period. Finally, Arrowstreet Capital Limited Partnership bought a new stake in shares of Sunrun during the 3rd quarter valued at $21,427,000. Institutional investors own 91.69% of the company’s stock.

Insider Activity at Sunrun

In related news, CEO Mary Powell sold 193,002 shares of the stock in a transaction that occurred on Monday, April 6th. The stock was sold at an average price of $13.25, for a total transaction of $2,557,276.50. Following the completion of the sale, the chief executive officer directly owned 934,282 shares of the company’s stock, valued at approximately $12,379,236.50. This represents a 17.12% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CRO Paul S. Dickson sold 127,673 shares of the firm’s stock in a transaction that occurred on Monday, April 6th. The stock was sold at an average price of $13.25, for a total transaction of $1,691,667.25. Following the sale, the executive owned 707,126 shares in the company, valued at $9,369,419.50. This trade represents a 15.29% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 879,894 shares of company stock valued at $12,732,496 over the last 90 days. Insiders own 3.55% of the company’s stock.

Sunrun Price Performance

Shares of RUN stock opened at $13.80 on Friday. The company has a quick ratio of 1.27, a current ratio of 1.66 and a debt-to-equity ratio of 3.38. Sunrun Inc. has a 12-month low of $5.38 and a 12-month high of $22.44. The firm has a fifty day moving average of $12.98 and a 200-day moving average of $16.93. The firm has a market capitalization of $3.25 billion, a price-to-earnings ratio of 6.48 and a beta of 2.25.

Sunrun (NASDAQ:RUN) last issued its quarterly earnings data on Wednesday, May 6th. The energy company reported $0.62 EPS for the quarter, topping the consensus estimate of ($0.05) by $0.67. Sunrun had a return on equity of 14.28% and a net margin of 17.88%.The business had revenue of $722.23 million for the quarter, compared to the consensus estimate of $688.50 million. During the same quarter last year, the business posted $0.20 EPS. The firm’s revenue was up 43.2% compared to the same quarter last year. On average, equities research analysts forecast that Sunrun Inc. will post 0.47 earnings per share for the current year.

Trending Headlines about Sunrun

Here are the key news stories impacting Sunrun this week:

• Positive Sentiment: Q1 beat on EPS and revenue, signaling improving profitability: Sunrun reported $0.62 GAAP EPS vs. consensus of a loss and revenue of $722.2M (up 43% YoY), with positive contracted net value creation and strong margins — evidence the business is scaling profitably. Earnings Call Summary
• Positive Sentiment: Storage attachment rate hit a record 73% in Q1 and management is pivoting to storage and grid services — a higher‑margin, recurring revenue driver that supports long‑term value per customer. PV Magazine
• Positive Sentiment: Company reiterated 2026 cash generation guidance of $250M–$450M despite a Q1 timing shortfall — management kept full‑year targets intact, which reassures investors on the outlook. MSN
• Positive Sentiment: Balance sheet moves: Sunrun paid down $92M of recourse debt in Q1, showing active deleveraging even while investing in growth. Press Release
• Positive Sentiment: Analyst / market interest: unusal call buying (31,584 calls, +83% vs. normal) and an upgrade from Zacks to “strong‑buy” point to heightened bullish sentiment and derivative‑driven upside. Benzinga/Ticker
• Neutral Sentiment: TD Cowen trimmed its price target from $23 to $21 but kept a “buy” rating — still implying substantial upside vs. current levels, though the lower target signals more conservative near‑term expectations. Benzinga
• Positive Sentiment: Operational focus on higher‑quality customers: management said they intentionally reduced customer additions (~25% fewer) to improve unit economics, which helped margins despite lower volume — investors often reward higher quality growth. Yahoo Finance
• Positive Sentiment: Hiring and direct‑sales ramp: Sunrun is expanding its direct sales force (hiring ~1,000 employees) to accelerate deployments and capture higher‑value customers. Biz Journals
• Negative Sentiment: Near‑term cash timing headwinds: Q1 showed negative cash generation (-$59M) and net change in cash of -$148M due to project‑finance timing and safe‑harbor investments — a reminder of working‑capital and financing sensitivity. GlobeNewswire

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on the company. Oppenheimer raised their price target on Sunrun from $23.00 to $25.00 and gave the stock an “outperform” rating in a research report on Friday, February 27th. Raymond James Financial began coverage on Sunrun in a research note on Monday, January 12th. They issued a “market perform” rating on the stock. UBS Group reduced their target price on Sunrun from $26.00 to $23.00 and set a “buy” rating on the stock in a report on Tuesday, March 10th. Loop Capital set a $12.00 target price on Sunrun in a research report on Tuesday, March 3rd. Finally, Freedom Capital cut Sunrun from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, March 3rd. One equities research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $18.43.

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.