Mary Powell Sells 193,002 Shares of Sunrun (NASDAQ:RUN) Stock

Sunrun Inc. (NASDAQ:RUN) CEO Mary Powell sold 193,002 shares of Sunrun stock in a transaction dated Monday, April 6th. The stock was sold at an average price of $13.25, for a total transaction of $2,557,276.50. Following the completion of the transaction, the chief executive officer directly owned 934,282 shares of the company’s stock, valued at $12,379,236.50. This trade represents a 17.12% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Mary Powell also recently made the following trade(s):

• On Friday, March 6th, Mary Powell sold 2,229 shares of Sunrun stock. The stock was sold at an average price of $11.94, for a total transaction of $26,614.26.
• On Monday, March 2nd, Mary Powell sold 5,357 shares of Sunrun stock. The stock was sold at an average price of $12.33, for a total transaction of $66,051.81.

Sunrun Stock Performance

Shares of RUN stock opened at $13.33 on Friday. The company has a 50 day moving average price of $15.45 and a 200-day moving average price of $17.72. Sunrun Inc. has a 52 week low of $5.38 and a 52 week high of $22.44. The firm has a market capitalization of $3.13 billion, a PE ratio of 7.80 and a beta of 2.37. The company has a quick ratio of 1.27, a current ratio of 1.66 and a debt-to-equity ratio of 3.38.

Sunrun (NASDAQ:RUN) last announced its quarterly earnings results on Thursday, February 26th. The energy company reported $0.38 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 firm had revenue of $1.16 billion during the quarter, compared to analyst estimates of $610.29 million. During the same period in the previous year, the business posted $1.41 earnings per share. The business’s revenue for the quarter was up 123.5% on a year-over-year basis. As a group, equities research analysts expect that Sunrun Inc. will post -0.43 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on RUN. Freedom Capital lowered shares of Sunrun from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, March 3rd. Loop Capital set a $12.00 price target on shares of Sunrun in a research note on Tuesday, March 3rd. Deutsche Bank Aktiengesellschaft reduced 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 lowered shares of Sunrun from a “strong-buy” rating to a “hold” rating in a research note on Friday, March 27th. Finally, Raymond James Financial initiated coverage on shares of Sunrun in a research note on Monday, January 12th. They issued a “market perform” rating for the company. Twelve analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Sunrun currently has an average rating of “Hold” and an average target price of $18.88.

Institutional Trading of Sunrun

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Vanguard Group Inc. increased its holdings in Sunrun by 1.2% during the third quarter. Vanguard Group Inc. now owns 24,193,170 shares of the energy company’s stock valued at $418,300,000 after buying an additional 288,945 shares during the last quarter. PGGM Investments increased its holdings in Sunrun by 17.8% during the third quarter. PGGM Investments now owns 8,256,941 shares of the energy company’s stock valued at $142,763,000 after buying an additional 1,249,683 shares during the last quarter. Maple Rock Capital Partners Inc. increased its holdings in Sunrun by 95.6% during the second quarter. Maple Rock Capital Partners Inc. now owns 8,132,648 shares of the energy company’s stock valued at $66,525,000 after buying an additional 3,974,464 shares during the last quarter. Invesco Ltd. boosted its position in shares of Sunrun by 26.6% in the fourth quarter. Invesco Ltd. now owns 5,868,199 shares of the energy company’s stock worth $107,975,000 after purchasing an additional 1,231,628 shares during the period. Finally, Geode Capital Management LLC boosted its position in shares of Sunrun by 3.8% in the fourth quarter. Geode Capital Management LLC now owns 5,663,239 shares of the energy company’s stock worth $104,220,000 after purchasing an additional 205,627 shares during the period. 91.69% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Sunrun

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 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.