Lynn Michelle Jurich Sells 55,507 Shares of Sunrun (NASDAQ:RUN) Stock

Sunrun Inc. (NASDAQ:RUN) Director Lynn Michelle Jurich sold 55,507 shares of Sunrun stock in a transaction that occurred on Monday, March 2nd. The stock was sold at an average price of $12.68, for a total transaction of $703,828.76. Following the completion of the transaction, the director directly owned 608,397 shares in the company, valued at $7,714,473.96. This represents a 8.36% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink.

Lynn Michelle Jurich also recently made the following trade(s):

• On Monday, February 2nd, Lynn Michelle Jurich sold 50,000 shares of Sunrun stock. The stock was sold at an average price of $18.59, for a total value of $929,500.00.
• On Friday, January 2nd, Lynn Michelle Jurich sold 50,000 shares of Sunrun stock. The shares were sold at an average price of $19.28, for a total value of $964,000.00.
• On Monday, December 8th, Lynn Michelle Jurich sold 451 shares of Sunrun stock. The stock was sold at an average price of $17.79, for a total value of $8,023.29.

Sunrun Trading Down 7.8%

RUN stock traded down $0.98 during mid-day trading on Tuesday, reaching $11.54. 17,240,980 shares of the stock traded hands, compared to its average volume of 10,934,991. Sunrun Inc. has a 52-week low of $5.38 and a 52-week high of $22.44. The stock’s fifty day moving average is $18.81 and its 200-day moving average is $18.40. The company has a market cap of $2.71 billion, a P/E ratio of 6.75 and a beta of 2.43. 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 released its quarterly earnings results on Thursday, February 26th. The energy company reported $0.38 earnings per share (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 business had revenue of $1.16 billion for the quarter, compared to analyst estimates of $610.29 million. During the same quarter in the previous year, the business earned $1.41 earnings per share. The firm’s revenue was up 123.5% compared to the same quarter last year. As a group, sell-side analysts expect that Sunrun Inc. will post -0.43 earnings per share for the current year.

Key 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

Analysts Set New Price Targets

A number of equities research analysts recently issued reports on the stock. Loop Capital set a $12.00 price objective on shares of Sunrun in a report on Tuesday. Guggenheim raised Sunrun from a “neutral” rating to a “buy” rating and set a $27.00 price target for the company in a research report on Monday, November 10th. Wells Fargo & Company increased their price objective on Sunrun from $14.00 to $21.00 and gave the company an “overweight” rating in a report on Tuesday, November 11th. Royal Bank Of Canada reissued an “outperform” rating on shares of Sunrun in a research note on Wednesday, December 17th. Finally, TD Cowen boosted their target price on Sunrun from $22.00 to $23.00 and gave the stock a “buy” rating in a report on Friday, November 7th. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Sunrun has a consensus rating of “Moderate Buy” and an average target price of $19.84.

Institutional Investors Weigh In On Sunrun

Several institutional investors have recently bought and sold shares of RUN. Royal Bank of Canada lifted its position in Sunrun by 5.1% in the first quarter. Royal Bank of Canada now owns 626,536 shares of the energy company’s stock valued at $3,672,000 after purchasing an additional 30,175 shares during the last quarter. Integrated Wealth Concepts LLC boosted its position in Sunrun by 47.8% during the 1st quarter. Integrated Wealth Concepts LLC now owns 32,767 shares of the energy company’s stock valued at $192,000 after buying an additional 10,598 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its holdings in Sunrun by 2.5% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 238,360 shares of the energy company’s stock worth $1,397,000 after acquiring an additional 5,882 shares during the last quarter. Jones Financial Companies Lllp increased its position in shares of Sunrun by 511.0% in the first quarter. Jones Financial Companies Lllp now owns 27,026 shares of the energy company’s stock valued at $158,000 after acquiring an additional 22,603 shares during the period. Finally, Goldman Sachs Group Inc. raised its stake in shares of Sunrun by 45.3% during the first quarter. Goldman Sachs Group Inc. now owns 2,306,808 shares of the energy company’s stock valued at $13,518,000 after acquiring an additional 718,955 shares during the last quarter. 91.69% of the stock is currently owned by hedge funds and other institutional investors.

Sunrun Company Profile

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.