Sun Communities, Inc. $SUI Shares Sold by Aew Capital Management L P

Aew Capital Management L P cut its stake in shares of Sun Communities, Inc. (NYSE:SUI) by 74.0% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 53,350 shares of the real estate investment trust’s stock after selling 151,840 shares during the period. Aew Capital Management L P’s holdings in Sun Communities were worth $6,882,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in SUI. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its position in Sun Communities by 9.1% during the second quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 1,003 shares of the real estate investment trust’s stock valued at $127,000 after acquiring an additional 84 shares during the period. Assetmark Inc. lifted its stake in shares of Sun Communities by 55.7% in the 3rd quarter. Assetmark Inc. now owns 271 shares of the real estate investment trust’s stock valued at $35,000 after purchasing an additional 97 shares in the last quarter. Smartleaf Asset Management LLC grew its holdings in shares of Sun Communities by 19.6% during the 3rd quarter. Smartleaf Asset Management LLC now owns 665 shares of the real estate investment trust’s stock worth $86,000 after purchasing an additional 109 shares during the period. Steward Partners Investment Advisory LLC increased its position in Sun Communities by 0.5% during the 2nd quarter. Steward Partners Investment Advisory LLC now owns 23,102 shares of the real estate investment trust’s stock worth $2,922,000 after purchasing an additional 113 shares in the last quarter. Finally, Orion Porfolio Solutions LLC increased its position in Sun Communities by 1.3% during the 2nd quarter. Orion Porfolio Solutions LLC now owns 9,335 shares of the real estate investment trust’s stock worth $1,181,000 after purchasing an additional 117 shares in the last quarter. 99.59% of the stock is owned by hedge funds and other institutional investors.

Key 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

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on the stock. Wells Fargo & Company lifted their price target on shares of Sun Communities from $132.00 to $133.00 and gave the company an “equal weight” rating in a research report on Monday, November 10th. Morgan Stanley reduced their target price on shares of Sun Communities from $139.00 to $135.00 and set an “equal weight” rating on the stock in a report on Tuesday, November 25th. Truist Financial upped their price target on shares of Sun Communities from $141.00 to $142.00 and gave the stock a “buy” rating in a research report on Tuesday, November 18th. Weiss Ratings reissued a “hold (c)” rating on shares of Sun Communities in a research report on Wednesday, January 21st. Finally, UBS Group boosted their price objective on Sun Communities from $126.00 to $127.00 and gave the stock a “neutral” rating in a research note on Thursday, January 8th. Six analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and a consensus target price of $137.46.

Insider Activity at Sun Communities

In other news, Director Gary A. Shiffman sold 156,875 shares of the firm’s stock in a transaction that occurred on Wednesday, December 17th. The shares were 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 Securities & Exchange Commission, which is available at this hyperlink. Company insiders own 1.89% of the company’s stock.

Sun Communities Stock Performance

Shares of SUI stock opened at $131.46 on Wednesday. The company has a debt-to-equity ratio of 0.58, a current ratio of 6.01 and a quick ratio of 6.01. The company’s fifty day moving average price is $126.23 and its two-hundred day moving average price is $126.30. The firm has a market capitalization of $16.26 billion, a P/E ratio of 16.47, a P/E/G ratio of 4.34 and a beta of 0.90. Sun Communities, Inc. has a 12 month low of $109.22 and a 12 month high of $137.77.

Sun Communities (NYSE:SUI) last announced its earnings results on Tuesday, February 24th. The real estate investment trust reported $1.40 earnings per share for the quarter, beating the consensus estimate of $1.37 by $0.03. Sun Communities had a negative return on equity of 4.53% and a net margin of 42.58%.The company had revenue of $515.20 million during the quarter, compared to the consensus estimate of $509.40 million. During the same period last year, the firm earned $1.41 earnings per share. The company’s revenue was up .1% on a year-over-year basis. 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. On average, research analysts anticipate that Sun Communities, Inc. will post 6.77 earnings per share for the current fiscal year.

Sun Communities Dividend Announcement

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 annualized dividend and a dividend yield of 3.2%. The ex-dividend date was Wednesday, December 31st. Sun Communities’s dividend payout ratio is 52.13%.

Sun Communities 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.