Quantbot Technologies LP Buys 148,447 Shares of Sunrun Inc. $RUN

Quantbot Technologies LP increased its stake in shares of Sunrun Inc. (NASDAQ:RUN) by 3,147.1% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 153,164 shares of the energy company’s stock after acquiring an additional 148,447 shares during the period. Quantbot Technologies LP owned about 0.07% of Sunrun worth $2,648,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. GAMMA Investing LLC increased its holdings in Sunrun by 3.5% during the 3rd quarter. GAMMA Investing LLC now owns 17,971 shares of the energy company’s stock worth $311,000 after purchasing an additional 607 shares in the last quarter. Crestwood Advisors Group LLC lifted its holdings in shares of Sunrun by 1.9% in the third quarter. Crestwood Advisors Group LLC now owns 35,158 shares of the energy company’s stock valued at $608,000 after purchasing an additional 644 shares in the last quarter. Vanguard Personalized Indexing Management LLC boosted its position in shares of Sunrun by 5.4% during the third quarter. Vanguard Personalized Indexing Management LLC now owns 18,809 shares of the energy company’s stock worth $325,000 after buying an additional 967 shares during the period. Osaic Holdings Inc. grew its holdings in shares of Sunrun by 6.3% during the second quarter. Osaic Holdings Inc. now owns 22,386 shares of the energy company’s stock worth $183,000 after buying an additional 1,332 shares in the last quarter. Finally, Smartleaf Asset Management LLC grew its holdings in shares of Sunrun by 33.1% during the third quarter. Smartleaf Asset Management LLC now owns 5,495 shares of the energy company’s stock worth $98,000 after buying an additional 1,365 shares in the last quarter. 91.69% of the stock is owned by institutional investors.

Insiders Place Their Bets

In related news, CAO Maria Barak sold 1,630 shares of Sunrun stock in a transaction dated Friday, January 9th. The stock was sold at an average price of $18.55, for a total transaction of $30,236.50. Following the completion of the transaction, the chief accounting officer owned 85,643 shares in the company, valued at approximately $1,588,677.65. This trade represents a 1.87% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Lynn Michelle Jurich sold 55,507 shares of the business’s stock in a transaction that occurred on Monday, March 2nd. The stock was sold at an average price of $12.68, for a total value of $703,828.76. Following the transaction, the director directly owned 608,397 shares in the company, valued at approximately $7,714,473.96. This trade represents a 8.36% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 535,982 shares of company stock worth $9,772,812 in the last three months. Insiders own 3.37% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have commented on the company. Raymond James Financial assumed coverage on Sunrun in a research note on Monday, January 12th. They issued a “market perform” rating on the stock. TD Cowen boosted their price objective on shares of Sunrun from $22.00 to $23.00 and gave the stock a “buy” rating in a research report on Friday, November 7th. Zacks Research upgraded shares of Sunrun from a “hold” rating to a “strong-buy” rating in a report on Thursday, February 26th. Guggenheim raised shares of Sunrun from a “neutral” rating to a “buy” rating and set a $27.00 target price for the company in a research report on Monday, November 10th. Finally, Oppenheimer boosted their price target on shares of Sunrun from $23.00 to $25.00 and gave the stock an “outperform” rating in a research report on Friday, February 27th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $19.84.

More Sunrun News

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

Sunrun Price Performance

NASDAQ:RUN opened at $11.54 on Wednesday. The stock has a market capitalization of $2.71 billion, a PE ratio of 6.75 and a beta of 2.43. Sunrun Inc. has a 1-year low of $5.38 and a 1-year high of $22.44. The firm has a fifty day simple moving average of $18.81 and a 200 day simple moving average of $18.40. The company has a current ratio of 1.66, a quick ratio of 1.27 and a debt-to-equity ratio of 3.38.

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

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.