SUNRUN ($RUN) posted quarterly earnings results for Q4 2025 on Thursday, February 26th. The company reported earnings of $0.38 per share, beating estimates of -$0.05 by $0.43. The company also reported revenue of $1,158,830,000, beating estimates of $620,551,827 by $538,278,173.
Stock price change since market close: -1.43%
You can see Quiver Quantitative's $RUN stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
SUNRUN Insider Trading Activity
SUNRUN insiders have traded $RUN stock on the open market 41 times in the past 6 months. Of those trades, 0 have been purchases and 41 have been sales.
Here’s a breakdown of recent trading of $RUN stock by insiders over the last 6 months:
- EDWARD HARRIS FENSTER has made 0 purchases and 4 sales selling 329,887 shares for an estimated $6,337,921.
- LYNN MICHELLE JURICH has made 0 purchases and 10 sales selling 300,941 shares for an estimated $5,746,604.
- JEANNA STEELE (Chief Legal & People Officer) has made 0 purchases and 8 sales selling 59,637 shares for an estimated $1,170,800.
- PAUL S. DICKSON (Pres. & Chief Revenue Officer) has made 0 purchases and 6 sales selling 57,308 shares for an estimated $1,114,401.
- MARY POWELL (Chief Executive Officer) has made 0 purchases and 5 sales selling 28,294 shares for an estimated $515,233.
- DANNY ABAJIAN (Chief Financial Officer) has made 0 purchases and 4 sales selling 20,432 shares for an estimated $375,809.
- MARIA BARAK (Chief Accounting Officer) has made 0 purchases and 4 sales selling 10,165 shares for an estimated $192,687.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
SUNRUN Hedge Fund Activity
We have seen 219 institutional investors add shares of SUNRUN stock to their portfolio, and 217 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- GOLDMAN SACHS GROUP INC added 14,314,022 shares (+470.2%) to their portfolio in Q4 2025, for an estimated $263,378,004
- CONTOUR ASSET MANAGEMENT LLC added 5,326,628 shares (+inf%) to their portfolio in Q4 2025, for an estimated $98,009,955
- POINT72 ASSET MANAGEMENT, L.P. removed 3,530,977 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $64,969,976
- ALYESKA INVESTMENT GROUP, L.P. removed 3,019,957 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $52,215,056
- NORGES BANK added 2,967,814 shares (+722.2%) to their portfolio in Q4 2025, for an estimated $54,607,777
- SLATE PATH CAPITAL LP removed 2,733,850 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $50,302,839
- GREENVALE CAPITAL LLP removed 2,689,599 shares (-20.1%) from their portfolio in Q4 2025, for an estimated $49,488,621
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
SUNRUN Analyst Ratings
Wall Street analysts have issued reports on $RUN in the last several months. We have seen 7 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Guggenheim issued a "Buy" rating on 11/10/2025
- Citigroup issued a "Buy" rating on 10/21/2025
- UBS issued a "Buy" rating on 10/21/2025
- JP Morgan issued a "Overweight" rating on 10/16/2025
- Susquehanna issued a "Positive" rating on 10/13/2025
- Goldman Sachs issued a "Buy" rating on 10/08/2025
- Jefferies issued a "Buy" rating on 10/01/2025
To track analyst ratings and price targets for SUNRUN, check out Quiver Quantitative's $RUN forecast page.
SUNRUN Price Targets
Multiple analysts have issued price targets for $RUN recently. We have seen 10 analysts offer price targets for $RUN in the last 6 months, with a median target of $22.0.
Here are some recent targets:
- Stephen Byrd from Morgan Stanley set a target price of $21.0 on 12/02/2025
- Michael Blum from Wells Fargo set a target price of $21.0 on 11/11/2025
- Joseph Osha from Guggenheim set a target price of $27.0 on 11/10/2025
- Vikram Bagri from Citigroup set a target price of $26.0 on 10/21/2025
- Jon Windham from UBS set a target price of $26.0 on 10/21/2025
- Mark Strouse from JP Morgan set a target price of $25.0 on 10/16/2025
- Ameet Thakkar from BMO Capital set a target price of $19.0 on 10/15/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
