Allspring Global Investments Holdings LLC Takes Position in Sunrun Inc. $RUN

Allspring Global Investments Holdings LLC purchased a new stake in Sunrun Inc. (NASDAQ:RUN) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor purchased 67,369 shares of the energy company’s stock, valued at approximately $1,310,000.

Several other hedge funds have also made changes to their positions in the company. GAMMA Investing LLC grew its stake in shares of Sunrun by 3.5% in the 3rd quarter. GAMMA Investing LLC now owns 17,971 shares of the energy company’s stock valued at $311,000 after buying an additional 607 shares during the period. Crestwood Advisors Group LLC grew its stake in shares of Sunrun by 1.9% in the 3rd quarter. Crestwood Advisors Group LLC now owns 35,158 shares of the energy company’s stock valued at $608,000 after buying an additional 644 shares during the period. Harvest Portfolios Group Inc. grew its stake in shares of Sunrun by 2.7% in the 3rd quarter. Harvest Portfolios Group Inc. now owns 30,771 shares of the energy company’s stock valued at $532,000 after buying an additional 800 shares during the period. Vanguard Personalized Indexing Management LLC grew its stake in shares of Sunrun by 5.4% in the 3rd quarter. Vanguard Personalized Indexing Management LLC now owns 18,809 shares of the energy company’s stock valued at $325,000 after buying an additional 967 shares during the period. Finally, Osaic Holdings Inc. grew its stake in shares of Sunrun by 6.3% in the 2nd quarter. Osaic Holdings Inc. now owns 22,386 shares of the energy company’s stock valued at $183,000 after buying an additional 1,332 shares during the period. Hedge funds and other institutional investors own 91.69% of the company’s stock.

Sunrun Stock Down 3.9%

Shares of NASDAQ:RUN opened at $13.33 on Friday. The company has a debt-to-equity ratio of 3.38, a current ratio of 1.66 and a quick ratio of 1.27. The firm has a market capitalization of $3.13 billion, a PE ratio of 7.80 and a beta of 2.37. The firm’s 50-day moving average is $15.45 and its two-hundred day moving average is $17.72. Sunrun Inc. has a 1 year low of $5.38 and a 1 year high of $22.44.

Sunrun (NASDAQ:RUN) last issued its quarterly earnings results on Thursday, February 26th. The energy company reported $0.38 earnings per share (EPS) for the quarter, topping 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 company had revenue of $1.16 billion for the quarter, compared to analyst estimates of $610.29 million. During the same period in the prior year, the firm earned $1.41 earnings per share. The business’s revenue for the quarter was up 123.5% compared to the same quarter last year. Analysts predict that Sunrun Inc. will post -0.43 EPS for the current year.

Insider Buying and Selling

In other Sunrun news, insider Jeanna Steele sold 76,478 shares of the firm’s stock in a transaction that occurred on Monday, April 6th. The shares were sold at an average price of $13.25, for a total value of $1,013,333.50. Following the completion of the transaction, the insider owned 384,538 shares of the company’s stock, valued at $5,095,128.50. This trade represents a 16.59% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Edward Harris Fenster sold 163,844 shares of the firm’s stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $19.95, for a total transaction of $3,268,687.80. Following the completion of the transaction, the director directly owned 1,578,895 shares of the company’s stock, valued at $31,498,955.25. This represents a 9.40% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 871,855 shares of company stock worth $12,907,603 over the last three months. 3.37% of the stock is owned by insiders.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on RUN. Deutsche Bank Aktiengesellschaft dropped their price target on shares of Sunrun from $19.00 to $16.00 and set a “hold” rating for the company in a research note on Thursday. Zacks Research cut shares of Sunrun from a “strong-buy” rating to a “hold” rating in a research note on Friday, March 27th. Raymond James Financial began coverage on shares of Sunrun in a research note on Monday, January 12th. They issued a “market perform” rating for the company. Oppenheimer increased their price objective on shares of Sunrun from $23.00 to $25.00 and gave the stock an “outperform” rating in a research report on Friday, February 27th. Finally, Glj Research lowered their price objective on shares of Sunrun from $6.73 to $4.63 and set a “sell” rating for the company in a research report on Thursday, March 26th. Twelve investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Hold” and a consensus target price of $18.88.

Key Sunrun News

Here are the key news stories impacting Sunrun this week:

• Positive Sentiment: Sunrun reported a major quarter: revenue grew ~124% YoY and the company added 27,773 customers (now ~1.17M), with management pushing a “storage‑first” narrative and a large distributed power‑plant strategy — this is a clear fundamental positive for growth and margin prospects. Will Sunrun’s (RUN) Big Revenue Beat…
• Positive Sentiment: Investor Technical: IBD raised Sunrun’s Relative Strength (RS) score to 79, which can attract momentum traders and funds that screen on RS. Sunrun sees IBD RS rating improve to 79
• Neutral Sentiment: Near‑term catalyst set: Sunrun scheduled its Q1 2026 earnings release and conference call for after the close on May 6, 2026 — this creates a defined event date that could amplify volatility. Sunrun Announces Date for First Quarter 2026 Earnings Report
• Neutral Sentiment: Media and peer context pieces are re‑examining Sunrun’s Q4 vs. other renewable names — useful for framing but not an immediate driver. Unpacking Q4 Earnings: Sunrun…
• Negative Sentiment: Analyst targets trimmed: Jefferies pulled its price target to $15 (hold) and Deutsche Bank cut its target to $16 (hold); Susquehanna reduced its target to $19 but kept a positive rating — the net effect is reduced street upside and weaker sentiment. Jefferies lowers price target on Sunrun Deutsche Bank adjusts Sunrun price target Susquehanna lowers Sunrun price target
• Negative Sentiment: Large insider sales disclosed (CEO, CFO, CRO and other senior execs sold blocks around ~$13.25 to cover tax withholding on vested awards). Even if described as routine, concurrent senior‑level selling can amplify negative sentiment and headline risk ahead of the May earnings print. Example filing (CEO): Form 4 — Mary Powell sale

Sunrun 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.