SUI

SUN COMMUNITIES INC

NYSE · Real Estate Investment Trusts · Inc. MD · CIK 0000912593
$122.19 -1.21% $15.4B
High Impact Filing (7/10)
Vol
Market Cap$15.4B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (71%)
Inst. Holders9 funds
Inst. Value$5.6B
Inst. Activity1 buys / 1 sells
Insider Activity0B / 3S
Insider Net $-$3.4M
SEC Reports4
Press Releases2
Exchange NYSE·Sector Real Estate Investment Trusts·Inc. MD·CIK 0000912593·Prev Close $123.69

Recent Activity

Jun 3, 2026 dividend
Sun Communities, Inc. Declares Second Quarter 2026 Distribution
<p align="justify"><b>Southfield, MI, June 03, 2026 (GLOBE NEWSWIRE) -- Sun Communities, Inc. (NYS
May 26, 2026 Insider
McLaren John Bandini sold 209 shares
President and COO @ $0.00 ($0.00)
May 26, 2026 Insider
Castro-Caratini Fernando sold 21,261 shares
EVP, CFO, Sec. & Treas. @ $124.37 ($2.6M)
May 21, 2026 Press
Sun Communities agreed to sell its UK Park Holidays business to Aermont Capital for $1.03B in an all-cash deal, exiting
Impact 6/10
Apr 27, 2026 SEC
Sun Communities reported Q1 2026 Core FFO per share of $1.40, up from $1.26 a year ago, and total revenue of $507.9M, be
PRESS-RELEASE — Impact 6/10
Apr 17, 2026 SEC
Sun Communities (SUI) announced a press release scheduling its Q1 2026 earnings release for April 27, 2026, with a subse
PRESS-RELEASE — Impact 3/10
Mar 27, 2026 Insider
McLaren John Bandini sold 2,389 shares
President and COO @ $125.57 ($300.0K)
Feb 25, 2026 SEC
Sun Communities, Inc. (SUI) released an investor presentation disclosing its 4Q25 and FY25 financial performance, along
8-K — Impact 7/10

Price Targets

$142.00 +13.8% upside Buy
Current $124.73 Low $127.00 Median $140.50 High $155.00 18 analysts
$127.00 $155.00

Analyst Ratings

Buy71% buy · 21 analysts
5Strong Buy
10Buy
5Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 5, 2026 RBC Capital MAINTAIN Outperform → Outperform
May 29, 2026 Wells Fargo MAINTAIN Overweight → Overweight
May 22, 2026 Barclays MAINTAIN Overweight → Overweight
May 5, 2026 Truist Securities MAINTAIN Buy → Buy
Apr 29, 2026 RBC Capital MAINTAIN Outperform → Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.48 ▼ -10.9% $0.33 — $0.64 -41% YoY 2
Next Q $1.25 ▼ -6.0% $1.18 — $1.31 -28% YoY 2
Current FY $2.31 ▼ -5.1% $2.26 — $2.35 -44% YoY 2
Next FY $2.82 ▼ -1.2% $2.74 — $2.99 22% YoY 3

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$2.1B
DODGE & COX$1.8BADD
NORGES BANK$753.4MNEW
FMR LLC$603.3M
CHARLES SCHWAB INVESTMENT MANAGEMENT$182.2MNEW

Recent Insider Trades

DateInsiderTypeValue
May 26, 2026McLaren JohnG$0.00
May 26, 2026Castro-Caratini FernandoSELL$2.6M
Mar 27, 2026McLaren JohnA$300.0K
Mar 27, 2026McLaren JohnA$0.00
Mar 27, 2026Weiss AaronA$660.0K
9 institutional holders with $5.6B total value (45,206,180 shares) as of 2025-Q4. Top holders: VANGUARD, DODGE, NORGES.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC16,664,977$2.1B36.9%
2DODGE & COX14,491,865$1.8B32.1%ADD +42.1%
3NORGES BANK6,079,930$753.4M13.4%NEW
4FMR LLC4,868,784$603.3M10.8%
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,470,652$182.2M3.3%NEW
6MORGAN STANLEY954,742$118.3M2.1%
7BANK OF AMERICA CORP /DE/519,864$64.4M1.1%
8WELLS FARGO & COMPANY/MN149,266$18.5M0.3%
9TWO SIGMA INVESTMENTS, LP6,100$755.9K0.0%TRIM -45.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW6,079,930$753.4M2025-Q4
TWO SIGMA INVESTMENTS, LPTRIM11,1006,100-45.0%$755.9K2025-Q4
NORGES BANKEXIT7,320,1530-100.0%$0.002025-Q3
NORGES BANKNEW7,320,153$925.9M2025-Q2
DODGE & COXADD9,606,01813,647,820+42.1%$1.8B2025-Q1
CITADEL ADVISORS LLCNEAR_EXIT830,20164,752-92.2%$8.3M2025-Q1
TWO SIGMA INVESTMENTS, LPTRIM27,57910,600-61.6%$1.4M2025-Q1
NORGES BANKEXIT7,227,6380-100.0%$0.002025-Q1
DODGE & COXADD5,961,1659,606,018+61.1%$1.2B2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW1,075,541$145.4M2024-Q3
17 unique insiders with 3 transactions. Net insider value: -$3.4M ($0.00 bought, $3.4M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 26, 2026McLaren John BandiniPresident and COOG209$0.00$0.00
May 26, 2026Castro-Caratini FernandoEVP, CFO, Sec. & Treas.SELL21,261$124.37$2.6M
Mar 27, 2026McLaren John BandiniPresident and COOA2,389$125.57$300.0K
Mar 27, 2026McLaren John BandiniPresident and COOA4,690$0.00$0.00
Mar 27, 2026Weiss AaronEVP, Chief Investment OfficerA5,256$125.57$660.0K
Mar 27, 2026Farrugia MarcEVP & Chief Admin. OfficerA4,778$125.57$600.0K
Mar 27, 2026Farrugia MarcEVP & Chief Admin. OfficerA9,382$0.00$0.00
Mar 27, 2026Young Charles D.CEO & DirectorA14,334$125.57$1.8M
Mar 27, 2026Young Charles D.CEO & DirectorA28,151$0.00$0.00
Mar 27, 2026Weiss AaronEVP, Chief Investment OfficerA10,321$0.00$0.00
Mar 17, 2026McLaren John BandiniPresident and COOF872$135.27$118.0K
Mar 12, 2026Farrugia MarcEVP & Chief Admin. OfficerA296$135.00$40.0K
Mar 12, 2026Loftus Brian PSVP, Chief Accounting OfficerA5,185$135.00$700.0K
Mar 9, 2026Thelen BruceEVP, COOF560$135.44$75.8K
Mar 9, 2026Farrugia MarcEVP & Chief Admin. OfficerF560$135.44$75.8K
Mar 9, 2026Weiss AaronEVP, Chief Investment OfficerF1,344$135.44$182.0K
Mar 9, 2026Castro-Caratini FernandoEVP, CFO, Sec. & Treas.F7,858$135.44$1.1M
Mar 9, 2026Loftus Brian PSVP, Chief Accounting OfficerF172$135.44$23.3K
Mar 5, 2026Farrugia MarcEVP & Chief Admin. OfficerF699$136.69$95.5K
Mar 5, 2026LEWIS CLUNET RDirectorSELL3,800$136.01$516.8K
Mar 4, 2026Thelen BruceEVP, COOF635$135.86$86.3K
Mar 4, 2026Farrugia MarcEVP & Chief Admin. OfficerF560$135.86$76.1K
Mar 4, 2026Weiss AaronEVP, Corp. Strat. & Bus. Dev.F1,154$135.86$156.8K
Mar 2, 2026Farrugia MarcEVP & Chief Admin. OfficerF17$137.18$2.3K
Feb 27, 2026LEWIS CLUNET RDirectorSELL2,000$136.13$272.3K
Feb 24, 2026Weiss AaronEVP, Corp. Strat. & Bus. Dev.F1,529$131.32$200.8K
Feb 24, 2026Farrugia MarcEVP & Chief Admin. OfficerF932$131.32$122.4K
Feb 24, 2026Thelen BruceEVP, COOF1,025$131.32$134.6K
Feb 23, 2026McLaren John BandiniPresidentF872$131.16$114.4K
Feb 11, 2026Thelen BruceEVP, COOF317$127.81$40.5K
Feb 5, 2026HERMELIN BRIAN MDirectorA1,617$123.68$200.0K
Feb 5, 2026Denien Mark ADirectorA1,617$0.00$0.00
Feb 5, 2026Ehlinger Jerome W.DirectorA1,617$123.68$200.0K
Feb 5, 2026LEWIS CLUNET RDirectorA1,617$123.68$200.0K
Feb 5, 2026Baivier Meghan G.DirectorA1,617$123.68$200.0K
Feb 5, 2026Blau JeffDirectorA1,617$123.68$200.0K
Feb 5, 2026SHIFFMAN GARY ADirectorA1,617$123.68$200.0K
Feb 5, 2026Leupold CraigDirectorA1,617$0.00$0.00
Feb 5, 2026Allen TonyaDirectorA1,617$123.68$200.0K
Feb 4, 2026Patten Mark EEVP, CFO, Sec. & Treas.D28,892$127.92$3.7M
Current analyst consensus: Buy (71% buy). Based on 21 analysts: 5 strong buy, 10 buy, 5 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$142.00 mean target +13.8% upside Buy (1.89)
$127.00 Low $155.00 High
MetricValue
Current Price$124.73
Target Low$127.00
Target Mean$142.00
Target Median$140.50
Target High$155.00
# Analysts18
RecommendationBuy (1.89)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.48 $0.33 $0.64 -41.0% -10.9% 0↑ 1↓ $0.6B -0.3% 2
Next Q
2026-09-30
$1.25 $1.18 $1.31 -28.4% -6.0% 0↑ 1↓ $0.7B 1.1% 2
Current FY
2026-12-31
$2.31 $2.26 $2.35 -43.7% -5.1% 0↑ 1↓ $2.3B 1.6% 2
Next FY
2027-12-31
$2.82 $2.74 $2.99 22.3% -1.2% 0↑ 1↓ $2.3B -0.7% 3

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.484
7d ago$0.543-0.059
30d ago$0.543-0.059
60d ago$0.543-0.059
90d ago$0.453+0.031
10 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 2 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 5, 2026 RBC Capital MAINTAIN Outperform Outperform
May 29, 2026 Wells Fargo MAINTAIN Overweight Overweight
May 22, 2026 Barclays MAINTAIN Overweight Overweight
May 5, 2026 Truist Securities MAINTAIN Buy Buy
Apr 29, 2026 RBC Capital MAINTAIN Outperform Outperform
Apr 29, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Mar 31, 2026 Mizuho INITIATE Outperform
Mar 16, 2026 Zelman & Assoc INITIATE Outperform
Mar 9, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Mar 6, 2026 Barclays MAINTAIN Overweight Overweight
Mar 6, 2026 Baird MAINTAIN Neutral Neutral
Mar 4, 2026 Truist Securities MAINTAIN Buy Buy
Mar 2, 2026 Citigroup MAINTAIN Buy Buy
Feb 27, 2026 Wells Fargo UPGRADE Equal-Weight Overweight
Feb 26, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Jan 8, 2026 UBS MAINTAIN Neutral Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202651051071%
May 1, 202641061067%
Apr 1, 202641151071%
Mar 1, 20264961065%
Feb 1, 20264961065%
Jan 1, 20264871060%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 3, 2026
dividend
Sun Communities, Inc. Declares Second Quarter 2026 Distribution
<p align="justify"><b>Southfield, MI, June 03, 2026 (GLOBE NEWSWIRE) -- Sun Communities, Inc. (NYSE: SUI) </b>(the “Company”), a real estate investm
May 21, 2026
announcement
Sun Communities, Inc. Announces Agreement To Sell UK Assets For Approximately $1.03 Billion In An All-Cash Transaction
Results in Leading North American Pure-Play MH and RV Platform <pre>Results in Leading North American Pure-Play MH and RV Platform</pre>
May 18, 2026
dark_pool
Dark Pool: SUI — 1.2M shares, 31,796 trades
Week starting 2026-05-18. Total ATS volume: 1,235,890 shares across 31,796 trades.
May 11, 2026
dark_pool
Dark Pool: SUI — 1.1M shares, 30,174 trades
Week starting 2026-05-11. Total ATS volume: 1,108,135 shares across 30,174 trades.
May 4, 2026
dark_pool
Dark Pool: SUI — 1.2M shares, 29,238 trades
Week starting 2026-05-04. Total ATS volume: 1,214,429 shares across 29,238 trades.
Apr 29, 2026
short_interest
FTD: SUI — 5,648 shares ($0.7M) failed to deliver
Settlement: 20260429, Price: $128.30, FTD Value: $724,638.4, SUN COMMUNITIES INC
Apr 27, 2026
earnings
Sun Communities Reports 2026 First Quarter Results
<p align="center"><i>Net Loss </i><i>per</i><i> Diluted Share of </i><i>$0.07</i> <i>for the Quarter</i></p>
Apr 27, 2026
dark_pool
Dark Pool: SUI — 1.8M shares, 42,107 trades
Week starting 2026-04-27. Total ATS volume: 1,845,918 shares across 42,107 trades.
Apr 27, 2026
earnings_calendar
SUI Q1 2026 Earnings Scheduled — 2026-04-27
Apr 20, 2026
dark_pool
Dark Pool: SUI — 1.3M shares, 27,050 trades
Week starting 2026-04-20. Total ATS volume: 1,253,442 shares across 27,050 trades.
Apr 17, 2026
earnings
Sun Communities, Inc. Announces Date for First Quarter 2026 Earnings Release and Conference Call
<p align="justify"><b>Southfield, MI, April 17, 2026 (GLOBE NEWSWIRE) -- Sun Communities, Inc. (NYSE: SUI) </b>(the “Company”), a real estate invest
Apr 13, 2026
dark_pool
Dark Pool: SUI — 1.1M shares, 29,017 trades
Week starting 2026-04-13. Total ATS volume: 1,134,298 shares across 29,017 trades.
Apr 9, 2026
short_interest
FTD: SUI — 7,684 shares ($1.0M) failed to deliver
Settlement: 20260409, Price: $128.62, FTD Value: $988,316.08, SUN COMMUNITIES INC
Apr 6, 2026
dark_pool
Dark Pool: SUI — 0.9M shares, 26,075 trades
Week starting 2026-04-06. Total ATS volume: 866,630 shares across 26,075 trades.
Mar 30, 2026
dark_pool
Dark Pool: SUI — 0.8M shares, 25,100 trades
Week starting 2026-03-30. Total ATS volume: 816,033 shares across 25,100 trades.