Sunrun (NASDAQ:RUN) Stock: Insider Jeanna Steele Sells 10,042 Shares

Sunrun Inc. (NASDAQ:RUN) insider Jeanna Steele sold 10,042 shares of the business’s stock in a transaction that occurred on Tuesday, October 6th. The stock was sold at an average price of $7.76, for a total value of $77,925.92. Following the sale, the insider directly owned 451,673 shares in the company, valued at approximately $3,504,982.48. The trade was a 2.17% decrease in their position. The sale was disclosed in a filing 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.

Sunrun Stock Performance

Shares of NASDAQ RUN opened at $7.59 on Friday. Sunrun Inc. has a 1 year low of $7.26 and a 1 year high of $22.44. The firm has a market cap of $1.83 billion, a P/E ratio of 5.13 and a beta of 2.44. The stock has a fifty day moving average price of $8.89 and a two-hundred day moving average price of $11.56. The company has a debt-to-equity ratio of 3.34, a quick ratio of 1.00 and a current ratio of 1.42.

Sunrun (NASDAQ:RUN) last posted its quarterly earnings data on Wednesday, August 5th. The energy company reported $0.42 EPS for the quarter, topping analysts’ consensus estimates of $0.23 by $0.19. The company had revenue of $869.99 million for the quarter, compared to the consensus estimate of $746.87 million. Sunrun had a return on equity of 9.59% and a net margin of 11.59%.The company’s quarterly revenue was up 52.8% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.07 EPS. Research analysts forecast that Sunrun Inc. will post 1.19 EPS for the current fiscal year.

Institutional Trading of Sunrun

A number of hedge funds have recently bought and sold shares of RUN. Contour Asset Management LLC acquired a new position in shares of Sunrun in the fourth quarter worth about $98,010,000. Dimensional Fund Advisors LP raised its holdings in shares of Sunrun by 2.6% during the first quarter. Dimensional Fund Advisors LP now owns 6,519,053 shares of the energy company’s stock valued at $88,375,000 after acquiring an additional 165,196 shares during the period. Maple Rock Capital Partners Inc. raised its holdings in shares of Sunrun by 23.1% during the second quarter. Maple Rock Capital Partners Inc. now owns 3,694,548 shares of the energy company’s stock valued at $49,433,000 after acquiring an additional 692,448 shares during the period. Amundi lifted its position in shares of Sunrun by 3.9% in the 2nd quarter. Amundi now owns 3,428,504 shares of the energy company’s stock valued at $45,845,000 after acquiring an additional 127,878 shares in the last quarter. Finally, Bank of America Corp DE purchased a new stake in shares of Sunrun in the 2nd quarter valued at approximately $29,953,000. 91.69% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Sunrun

Here are the key news stories impacting Sunrun this week:

• Positive Sentiment: Sunrun will report third-quarter 2026 results after the market closes on November 4, followed by a conference call at 4:30 p.m. ET. The report is a near-term catalyst that should provide updates on demand, cash flow, liquidity and management’s outlook. Sunrun Announces Date for Third Quarter 2026 Earnings Report
• Positive Sentiment: Some valuation analysis suggests RUN could be significantly undervalued ahead of earnings, while 12 analysts rate the shares Buy. Sunrun’s latest reported quarter also exceeded expectations, with revenue up 52.8% year over year and EPS above consensus. Sunrun Could Be Undervalued
• Neutral Sentiment: Goldman Sachs lowered its price target from $13 to $11 but maintained a Buy rating. The revised target still implies substantial upside from recent levels, although the reduction signals more cautious expectations for Sunrun’s prospects.
• Negative Sentiment: CEO Mary Powell, CFO Danny Abajian, CAO Maria Barak, CRO Paul Dickson and insider Jeanna Steele collectively sold roughly 68,700 shares. The filings state that the transactions were intended to cover tax withholding on vested equity awards, which reduces their bearish significance, but the concentration of executive selling may still weigh on sentiment. Sunrun CEO Insider Filing
• Negative Sentiment: Despite a recent earnings beat, Sunrun carries meaningful leverage, with a debt-to-equity ratio of 3.34, and the shares remain close to their 52-week low. This leaves RUN vulnerable to further weakness if the November report disappoints or management lowers its outlook.

Analysts Set New Price Targets

Several research firms have recently weighed in on RUN. The Goldman Sachs Group reduced their price objective on shares of Sunrun from $13.00 to $11.00 and set a “buy” rating for the company in a research report on Thursday. Weiss Ratings lowered shares of Sunrun from a “sell (d+)” rating to a “sell (d)” rating in a research note on Thursday, September 24th. Glj Research restated a “sell” rating and set a $4.63 target price on shares of Sunrun in a report on Monday, August 17th. TD Cowen decreased their price target on shares of Sunrun from $21.00 to $16.00 and set a “buy” rating on the stock in a research report on Thursday, August 6th. Finally, Mizuho set a $18.00 price target on Sunrun in a report on Thursday, August 6th. Twelve investment analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $16.59.

About Sunrun

Sunrun Inc is a residential solar energy company that designs, installs, owns and maintains solar energy systems for homeowners. The company typically provides electricity through long-term agreements, including solar leases and power purchase agreements, allowing customers to use electricity generated by rooftop solar systems without purchasing the equipment outright.

Sunrun also offers energy storage solutions, including its BrightBox battery system, which can store electricity for use during outages, periods of high demand or when solar generation is unavailable.