Key Points
- Jeanna Steele sold 76,478 shares at an average price of $13.25 for about $1.01M to cover tax withholding on vested awards, cutting her position by 16.59% to 384,538 shares.
- Several other executives — including CEO Mary Powell, CFO Danny Abajian and CRO Paul S. Dickson — also sold sizable blocks (roughly 15–23% reductions) to cover taxes, increasing headline selling pressure despite being routine tax-related transactions.
- Sunrun recently beat Q4 revenue and EPS expectations with revenue up 123.5% and the stock trading higher, but analyst views are mixed (Jefferies cut its target to $15) and the consensus rating remains a Hold with an average target of $19.23.
Sunrun Inc. (NASDAQ:RUN - Get Free Report) CAO Maria Barak sold 4,641 shares of the company'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 value of $61,493.25. Following the transaction, the chief accounting officer owned 81,002 shares of the company's stock, valued at approximately $1,073,276.50. This trade represents a 5.42% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards.
Maria Barak also recently made the following trade(s):
- On Friday, January 9th, Maria Barak sold 1,630 shares of Sunrun stock. The stock was sold at an average price of $18.55, for a total value of $30,236.50.
Sunrun Stock Up 4.9%
Shares of RUN stock opened at $13.87 on Thursday. Sunrun Inc. has a 12 month low of $5.38 and a 12 month high of $22.44. The firm has a market cap of $3.25 billion, a PE ratio of 8.11 and a beta of 2.37. The stock has a 50 day moving average of $15.58 and a 200-day moving average of $17.75. 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 (NASDAQ:RUN - Get Free Report) last issued its quarterly earnings results on Thursday, February 26th. The energy company reported $0.38 EPS for the quarter, topping analysts' consensus estimates of ($0.08) by $0.46. Sunrun had a return on equity of 11.72% and a net margin of 15.22%.The company had revenue of $1.16 billion during the quarter, compared to analyst estimates of $610.29 million. During the same period in the previous year, the company earned $1.41 earnings per share. The company's quarterly revenue was up 123.5% compared to the same quarter last year. On average, equities analysts predict that Sunrun Inc. will post -0.43 EPS for the current year.
Institutional Trading of Sunrun
A number of institutional investors and hedge funds have recently modified their holdings of the company. Quantbot Technologies LP grew its position in Sunrun by 3,147.1% in the third quarter. Quantbot Technologies LP now owns 153,164 shares of the energy company's stock valued at $2,648,000 after acquiring an additional 148,447 shares during the period. Principal Financial Group Inc. grew 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 acquiring an additional 63,284 shares during the period. Universal Beteiligungs und Servicegesellschaft mbH grew its position in 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 acquiring an additional 146,588 shares during the period. Range Financial Group LLC bought a new stake in Sunrun in the third quarter valued at $1,403,000. Finally, Vanguard Group Inc. grew its position in Sunrun by 1.2% in 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 during the period. 91.69% of the stock is currently owned by institutional investors.
Analysts Set New Price Targets
RUN has been the subject of a number of research analyst reports. Royal Bank Of Canada reiterated an "outperform" rating on shares of Sunrun in a report on Wednesday, December 17th. UBS Group lowered their price objective on Sunrun from $26.00 to $23.00 and set a "buy" rating on the stock in a research report on Tuesday, March 10th. Freedom Capital cut Sunrun from a "strong-buy" rating to a "hold" rating in a research report on Tuesday, March 3rd. Jefferies Financial Group lowered their price objective on Sunrun from $22.00 to $15.00 and set a "hold" rating on the stock in a research report on Tuesday. Finally, The Goldman Sachs Group boosted their price objective on Sunrun from $21.00 to $24.00 and gave the company a "buy" rating in a research report on Monday, March 2nd. Twelve analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat.com, Sunrun currently has an average rating of "Hold" and an average price target of $19.23.
Read Our Latest Report on RUN
Key Headlines Impacting Sunrun
Here are the key news stories impacting Sunrun this week:
- Positive Sentiment: IBD upgraded Sunrun’s Relative Strength (RS) score to 79, a technical boost that can attract momentum investors and funds that follow RS signals. Sunrun sees IBD RS rating improve to 79
- Neutral Sentiment: Sunrun set its Q1 2026 earnings release for after the close on May 6, 2026 (conference call scheduled), creating an explicit near-term catalyst that will likely drive volatility into the print. Sunrun Announces Date for First Quarter 2026 Earnings Report
- Neutral Sentiment: Recent analyst and media coverage is re-examining Sunrun’s Q4 results in the broader renewable-energy cohort — useful context for investors but not a direct trigger. Unpacking Q4 Earnings: Sunrun (NASDAQ:RUN) In The Context Of Other Renewable Energy Stocks
- Negative Sentiment: Jefferies cut its price target from $22 to $15 and moved to a "hold" rating — a downgrade that can weigh on sentiment and limit upside expectations. Jefferies lowers price target on Sunrun
- Negative Sentiment: CEO Mary Powell sold 193,002 shares at ~$13.25 to cover tax withholding on vested awards (≈17% reduction in her position). Large insider sales by the CEO can be perceived negatively even when labeled as tax-related. Form 4 — Mary Powell sale
- Negative Sentiment: CFO Danny Abajian sold 132,953 shares at ~$13.25 (≈23.5% reduction). Large C-suite sales add to headline risk even when described as tax-withholding related. Form 4 — Danny Abajian sale
- Negative Sentiment: CRO Paul S. Dickson sold 127,673 shares at ~$13.25 (≈15.3% reduction). Form 4 — Paul S. Dickson sale
- Negative Sentiment: Other insiders (Jeanna Steele and CAO Maria Barak) also sold shares to cover taxes; combined block sales increase headline selling pressure even if procedurally routine. Example filing: Jeanna Steele sale. Form 4 — Jeanna Steele sale
Sunrun Company Profile
(
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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