Key Points
- Insider Jeanna Steele sold 4,430 shares of Sunrun on Jan. 6 at an average price of $17.80 for about $78,854, reducing her stake by 1.23% to 355,489 shares (≈$6.33M).
- The trade is part of clustered insider selling this week (including a 50,000‑share sale by director Lynn Jurich and sales by several executives), which coincided with intraday weakness—RUN was reported down about 5.1%—and has added to short‑term volatility.
- Offsetting negatives, Sunrun closed a $500 million joint venture with Hannon Armstrong and extended credit maturities to 2028, and its latest quarter showed ~35% revenue growth and an EPS beat despite a negative net margin.
Sunrun Inc. (NASDAQ:RUN - Get Free Report) CAO Maria Barak sold 1,201 shares of Sunrun stock in a transaction dated Tuesday, January 6th. The shares were sold at an average price of $17.80, for a total transaction of $21,377.80. Following the sale, the chief accounting officer directly owned 87,273 shares in the company, valued at $1,553,459.40. The trade was a 1.36% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website.
Sunrun Stock Performance
Shares of RUN opened at $17.36 on Thursday. The company has a debt-to-equity ratio of 3.67, a current ratio of 1.46 and a quick ratio of 1.06. Sunrun Inc. has a one year low of $5.38 and a one year high of $22.44. The company has a 50-day simple moving average of $18.79 and a two-hundred day simple moving average of $15.98. The firm has a market capitalization of $4.03 billion, a PE ratio of -1.55 and a beta of 2.35.
Sunrun (NASDAQ:RUN - Get Free Report) last posted its earnings results on Thursday, November 6th. The energy company reported $0.06 earnings per share for the quarter, topping analysts' consensus estimates of $0.01 by $0.05. The firm had revenue of $724.56 million for the quarter, compared to the consensus estimate of $601.15 million. Sunrun had a positive return on equity of 19.34% and a negative net margin of 106.50%.The business's revenue for the quarter was up 34.9% on a year-over-year basis. During the same quarter in the prior year, the business earned ($0.37) EPS. On average, analysts anticipate that Sunrun Inc. will post -0.43 EPS for the current fiscal year.
Analysts Set New Price Targets
A number of analysts have recently commented on the stock. JPMorgan Chase & Co. boosted their target price on shares of Sunrun from $23.00 to $25.00 and gave the company an "overweight" rating in a report on Thursday, October 16th. Morgan Stanley boosted their price objective 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. Oppenheimer raised their target price on shares of Sunrun from $21.00 to $23.00 and gave the company an "outperform" rating in a research note on Thursday, October 9th. Citigroup upgraded shares of Sunrun from a "neutral" rating to a "buy" rating and lifted their target price for the company from $11.00 to $26.00 in a report on Tuesday, October 21st. Finally, Wells Fargo & Company upped their price target on Sunrun from $14.00 to $21.00 and gave the stock an "overweight" rating in a research note on Tuesday, November 11th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average price target of $19.70.
Get Our Latest Analysis on Sunrun
Key Headlines Impacting Sunrun
Here are the key news stories impacting Sunrun this week:
- Positive Sentiment: Sunrun closed a $500 million joint venture with Hannon Armstrong (HASI) to finance distributed power development and target roughly 300MW of residential renewable capacity. The deal provides a dedicated pool of project capital, de‑risks project financing and should accelerate solar + storage deployments. Read More.
- Positive Sentiment: Sunrun amended its credit agreement to extend maturities to 2028, easing near‑term refinancing pressure and improving liquidity as the company scales battery and distributed energy projects. This reduces short‑term funding risk for growth initiatives. Read More.
- Neutral Sentiment: Analyst/feature coverage is mixed but constructive overall: some pieces highlight improving cash flow and storage unit economics (bullish narrative), while valuation checks note recent share‑price swings that could attract both buyers and short‑term traders. This drives volatility but is not a direct corporate event. Read More.
- Negative Sentiment: Multiple insider sales have been reported this week (including Director Lynn Jurich selling 50,000 shares and several executives — CEO, CFO, CRO, CAO — selling smaller positions). While not uncommon, clustered insider selling can pressure sentiment and feed concerns about near‑term supply into the market. Read More.
- Negative Sentiment: Market reaction: some outlets flagged an intraday sell‑off and heightened volatility after the announcements, which helps explain downward pressure in recent sessions despite the JV and credit relief. Read More.
Institutional Inflows and Outflows
Several hedge funds and other institutional investors have recently made changes to their positions in RUN. Vanguard Group Inc. increased its position in shares of Sunrun by 1.2% during the third quarter. Vanguard Group Inc. now owns 24,193,170 shares of the energy company's stock valued at $418,300,000 after acquiring an additional 288,945 shares in the last quarter. PGGM Investments boosted its stake in Sunrun by 17.8% during the 3rd quarter. PGGM Investments now owns 8,256,941 shares of the energy company's stock valued at $142,763,000 after purchasing an additional 1,249,683 shares during the last quarter. Maple Rock Capital Partners Inc. boosted its stake in Sunrun by 95.6% during the 2nd quarter. Maple Rock Capital Partners Inc. now owns 8,132,648 shares of the energy company's stock valued at $66,525,000 after purchasing an additional 3,974,464 shares during the last quarter. Amundi increased its holdings in shares of Sunrun by 12.1% in the 1st quarter. Amundi now owns 3,479,021 shares of the energy company's stock worth $20,686,000 after purchasing an additional 374,594 shares in the last quarter. Finally, Erste Asset Management GmbH raised its stake in shares of Sunrun by 62.7% in the third quarter. Erste Asset Management GmbH now owns 3,082,234 shares of the energy company's stock worth $54,778,000 after purchasing an additional 1,188,092 shares during the last quarter. Institutional investors own 91.69% of the company's stock.
About Sunrun
(
Get Free Report)
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.
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