Sun Communities (NYSE:SUI) Updates Q1 2026 Earnings Guidance

Sun Communities (NYSE:SUI) updated its first quarter 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 1.240-1.320 for the period, compared to the consensus earnings per share estimate of 0.760. The company issued revenue guidance of -. Sun Communities also updated its FY 2026 guidance to 6.830-7.030 EPS.

Sun Communities Trading Up 0.2%

Shares of SUI stock opened at $131.46 on Wednesday. Sun Communities has a 52-week low of $109.22 and a 52-week high of $137.77. The company has a 50-day simple moving average of $126.23 and a two-hundred day simple moving average of $126.30. The company has a debt-to-equity ratio of 0.58, a quick ratio of 6.01 and a current ratio of 6.01. The company has a market capitalization of $16.26 billion, a price-to-earnings ratio of 16.47, a PEG ratio of 4.34 and a beta of 0.90.

Sun Communities (NYSE:SUI) last released its earnings results on Tuesday, February 24th. The real estate investment trust reported $1.40 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.37 by $0.03. The company had revenue of $515.20 million during the quarter, compared to analyst estimates of $509.40 million. Sun Communities had a negative return on equity of 4.53% and a net margin of 42.58%.Sun Communities’s quarterly revenue was up .1% on a year-over-year basis. During the same period in the prior year, the company posted $1.41 earnings per share. Sun Communities has set its FY 2026 guidance at 6.830-7.030 EPS and its Q1 2026 guidance at 1.240-1.320 EPS. Research analysts anticipate that Sun Communities will post 6.77 EPS for the current fiscal year.

Sun Communities Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, February 2nd. Stockholders of record on Wednesday, December 31st were paid a dividend of $1.04 per share. This represents a $4.16 dividend on an annualized basis and a dividend yield of 3.2%. The ex-dividend date was Wednesday, December 31st. Sun Communities’s payout ratio is presently 52.13%.

Analysts Set New Price Targets

Several research firms recently weighed in on SUI. Wall Street Zen upgraded shares of Sun Communities from a “sell” rating to a “hold” rating in a research report on Sunday, November 9th. Deutsche Bank Aktiengesellschaft upgraded shares of Sun Communities from a “hold” rating to a “buy” rating and set a $145.00 target price on the stock in a research note on Tuesday, January 20th. Jefferies Financial Group set a $142.00 price target on shares of Sun Communities and gave the stock a “buy” rating in a research note on Monday, November 3rd. UBS Group lifted their price target on shares of Sun Communities from $126.00 to $127.00 and gave the stock a “neutral” rating in a report on Thursday, January 8th. Finally, Barclays reissued an “overweight” rating and set a $144.00 price objective on shares of Sun Communities in a report on Tuesday, January 13th. Six research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $137.46.

Insider Transactions at Sun Communities

In other Sun Communities news, Director Gary A. Shiffman sold 156,875 shares of the stock in a transaction on Wednesday, December 17th. The stock was sold at an average price of $123.53, for a total transaction of $19,378,768.75. The transaction was disclosed in a filing with the SEC, which is accessible through this link. 1.89% of the stock is owned by insiders.

More Sun Communities News

Here are the key news stories impacting Sun Communities this week:

• Positive Sentiment: Management raised FY 2026 EPS guidance to a 6.830–7.030 range vs. the prior consensus ~4.41, a large upside to expectations that drove re-rating of the shares. Sun Communities Reports 2025 Fourth Quarter and Full Year Results; Provides 2026 Guidance and Increases Quarterly Distribution Rate for 2026
• Positive Sentiment: Q1 2026 EPS guidance was raised to 1.240–1.320 vs. the ~0.76 consensus, signaling stronger near-term earnings visibility and underpinning the stock’s rally. Sun Communities Reports 2025 Fourth Quarter and Full Year Results; Provides 2026 Guidance and Increases Quarterly Distribution Rate for 2026
• Positive Sentiment: The company increased its quarterly distribution rate for 2026, a shareholder-friendly move that supports income-seeking investors and likely lifted sentiment. Sun Communities Reports 2025 Fourth Quarter and Full Year Results; Provides 2026 Guidance and Increases Quarterly Distribution Rate for 2026
• Neutral Sentiment: Q4 results: GAAP EPS $1.40 beat the $1.37 consensus and revenue of $515.2M modestly beat estimates, but revenue grew only ~0.1% YoY — steady operational performance rather than a breakout. View Press Release
• Neutral Sentiment: Reported net income per diluted share: $0.99 for Q4 and $10.84 for full-year 2025 — useful for full-year context but secondary to forward guidance. Sun Communities Reports 2025 Fourth Quarter and Full Year Results; Provides 2026 Guidance and Increases Quarterly Distribution Rate for 2026
• Negative Sentiment: Profitability/efficiency concerns: the company showed a negative return on equity (-4.53%) and Q4 EPS was roughly flat year‑over‑year (1.41 prior year vs. 1.40), highlighting that the stronger outlook is driven more by guidance assumptions than by a clear step-up in current operating momentum. Marketbeat SUI Profile

Institutional Investors Weigh In On Sun Communities

A number of institutional investors and hedge funds have recently made changes to their positions in the business. Fulcrum Asset Management LLP purchased a new position in shares of Sun Communities during the third quarter worth about $27,000. Wiser Advisor Group LLC purchased a new position in shares of Sun Communities in the 3rd quarter valued at approximately $46,000. Prosperity Bancshares Inc purchased a new stake in Sun Communities in the fourth quarter worth about $48,000. Kestra Advisory Services LLC purchased a new position in shares of Sun Communities in the 4th quarter worth about $68,000. Finally, Smartleaf Asset Management LLC lifted its position in Sun Communities by 37.3% in the 2nd quarter. Smartleaf Asset Management LLC now owns 556 shares of the real estate investment trust’s stock valued at $70,000 after acquiring an additional 151 shares in the last quarter. Hedge funds and other institutional investors own 99.59% of the company’s stock.

Sun Communities Company Profile

Sun Communities, Inc is a publicly traded real estate investment trust (REIT) that specializes in the acquisition, ownership and operation of manufactured housing communities, recreational vehicle (RV) resorts and marinas. The company’s portfolio spans more than 500 manufactured housing communities and over 160 RV resorts, offering affordable, long-term housing as well as short-stay recreational lodging. Through professional on-site management and amenity-rich community designs, Sun Communities serves a diverse customer base that includes retirees, workforce families and vacationers.

Founded in 1975 and headquartered in Southfield, Michigan, Sun Communities has grown organically and through strategic acquisitions to become one of the largest operators in its sector.