Sunrun Inc. $RUN Shares Purchased by Vanguard Group Inc.

Vanguard Group Inc. increased its position in Sunrun Inc. (NASDAQ:RUN) by 1.2% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 24,193,170 shares of the energy company’s stock after acquiring an additional 288,945 shares during the period. Vanguard Group Inc. owned approximately 0.10% of Sunrun worth $418,300,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also added to or reduced their stakes in the company. Principal Financial Group Inc. boosted its position in Sunrun by 5.6% in the third 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 last quarter. Nisa Investment Advisors LLC increased its stake in shares of Sunrun by 7,260.9% in the 2nd quarter. Nisa Investment Advisors LLC now owns 122,118 shares of the energy company’s stock valued at $999,000 after purchasing an additional 120,459 shares in the last quarter. Universal Beteiligungs und Servicegesellschaft mbH increased its position 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 buying an additional 146,588 shares in the last quarter. Range Financial Group LLC purchased a new stake in Sunrun in the 3rd quarter worth $1,403,000. Finally, Duff & Phelps Investment Management Co. raised its position in shares of 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 last quarter. Hedge funds and other 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: Q4 beat on EPS, revenue and cash-generation: Sunrun reported $0.38 GAAP EPS vs. a consensus loss, revenue of $1.16B (well above estimates) and reported Cash Generation of $377M for 2025 with guidance for positive cash generation of $250M–$450M in 2026 — data investors view as proof of improving fundamentals and liquidity. Sunrun Reports Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Operational tailwinds: Sunrun said storage attachment hit a record 71% in Q4, aggregate subscriber value was $1.3B and Contracted Net Value Creation was $176M (≈ $0.76/share) — these metrics support higher long‑term value per customer. Sunrun Reports Fourth Quarter and Full Year 2025 Financial Results (Yahoo)
• Positive Sentiment: Analyst recognition: Zacks added RUN to its Rank #1 (Strong Buy) list, which can amplify buying interest from momentum and quant-driven funds. New Strong Buy Stocks for February 27th
• Neutral Sentiment: Strategic pivot: Management outlined a pivot toward a margin-focused model with expected high single- to low double-digit direct business growth in 2026 — strategic shift could improve unit economics but execution will determine impact. Sunrun outlines growth and pivot (Seeking Alpha)
• Neutral Sentiment: CEO recognition: CEO Mary Powell was named to CNBC’s 2026 Changemakers list — positive for credibility but not a direct financial driver. CEO named to CNBC Changemakers
• Negative Sentiment: Profitability & leverage remain concerns: despite the GAAP beat, Sunrun still shows a material negative net margin (reported -106.5% in the release) and high debt-to-equity (~3.7), leaving the company exposed if cash generation slows. Analysts still model negative FY EPS (~-0.43). MarketBeat earnings summary
• Negative Sentiment: Policy/regulatory risk: analysts and coverage pieces flag that distributed-power policy headwinds could pressure growth depending on state-level incentives and grid rules — a recurring sector risk. Policy headwinds discussion (Investing.com)

Sunrun Stock Up 4.5%

Shares of NASDAQ:RUN opened at $20.42 on Friday. The business has a 50-day moving average price of $19.22 and a 200 day moving average price of $18.29. 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 company has a market capitalization of $4.74 billion, a price-to-earnings ratio of -1.83 and a beta of 2.36. Sunrun Inc. has a 12-month low of $5.38 and a 12-month high of $22.44.

Sunrun (NASDAQ:RUN) last released its quarterly earnings results on Thursday, February 26th. The energy company reported $0.38 EPS for the quarter, topping the consensus estimate of ($0.08) by $0.46. Sunrun had a positive return on equity of 19.34% and a negative net margin of 106.50%.The business had revenue of $1.16 billion during the quarter, compared to analyst estimates of $610.29 million. During the same period last year, the business posted $1.41 earnings per share. The company’s quarterly revenue was up 123.5% on a year-over-year basis. Sell-side analysts expect that Sunrun Inc. will post -0.43 EPS for the current year.

Insider Buying and Selling at Sunrun

In related news, CFO Danny Abajian sold 7,190 shares of the business’s stock in a transaction on Tuesday, January 6th. The shares were sold at an average price of $17.80, for a total transaction of $127,982.00. Following the completion of the transaction, the chief financial officer owned 405,518 shares in the company, valued at approximately $7,218,220.40. The trade was a 1.74% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CAO Maria Barak sold 1,630 shares of the company’s stock in a transaction dated Friday, January 9th. The stock was sold at an average price of $18.55, for a total value of $30,236.50. Following the transaction, the chief accounting officer directly owned 85,643 shares of the company’s stock, valued at approximately $1,588,677.65. This represents a 1.87% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 518,800 shares of company stock worth $9,903,520. 3.37% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

Several research firms recently commented on RUN. Weiss Ratings reissued a “sell (d-)” rating on shares of Sunrun in a research note on Thursday, January 22nd. Deutsche Bank Aktiengesellschaft set a $19.00 target price on Sunrun in a research note on Wednesday, January 7th. TD Cowen boosted their price target on shares of Sunrun from $22.00 to $23.00 and gave the company a “buy” rating in a research report on Friday, November 7th. Jefferies Financial Group reissued a “buy” rating and issued a $22.00 price objective on shares of Sunrun in a report on Wednesday, January 21st. Finally, Morgan Stanley lifted their target price on shares of Sunrun from $20.00 to $21.00 and gave the stock an “equal weight” rating in a research note on Tuesday, December 2nd. Thirteen equities research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $19.99.

Sunrun 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.