Fieldview Capital Management LLC Takes Position in Sunrun Inc. $RUN

Fieldview Capital Management LLC purchased a new stake in Sunrun Inc. (NASDAQ:RUN) during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm purchased 44,817 shares of the energy company’s stock, valued at approximately $775,000.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Royal Bank of Canada lifted its position in Sunrun by 5.1% during the 1st 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 period. Integrated Wealth Concepts LLC boosted its stake in shares of Sunrun by 47.8% in the 1st quarter. Integrated Wealth Concepts LLC now owns 32,767 shares of the energy company’s stock valued at $192,000 after purchasing an additional 10,598 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its position in shares of Sunrun by 2.5% during 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 buying an additional 5,882 shares during the period. Jones Financial Companies Lllp grew its position in shares of Sunrun by 511.0% during the 1st quarter. Jones Financial Companies Lllp now owns 27,026 shares of the energy company’s stock worth $158,000 after buying 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 worth $13,518,000 after buying an additional 718,955 shares during the last quarter. 91.69% of the stock is currently owned by institutional investors and hedge funds.

Sunrun Trading Up 7.2%

RUN opened at $12.15 on Wednesday. The firm’s fifty day moving average is $18.00 and its two-hundred day moving average is $18.27. The firm has a market cap of $2.85 billion, a PE ratio of 7.11 and a beta of 2.43. Sunrun Inc. has a twelve month low of $5.38 and a twelve month high of $22.44. The company has a debt-to-equity ratio of 3.38, a quick ratio of 1.27 and a current ratio of 1.66.

Sunrun (NASDAQ:RUN) last announced its quarterly earnings results on Thursday, February 26th. The energy company reported $0.38 earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.08) by $0.46. The company had revenue of $1.16 billion during the quarter, compared to analyst estimates of $610.29 million. Sunrun had a net margin of 15.22% and a return on equity of 11.72%. The firm’s revenue was up 123.5% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.41 EPS. Equities research analysts anticipate that Sunrun Inc. will post -0.43 EPS for the current year.

Insider Transactions at Sunrun

In other news, Director Lynn Michelle Jurich sold 55,507 shares of Sunrun stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $12.68, for a total transaction of $703,828.76. Following the transaction, the director owned 608,397 shares in the company, valued at $7,714,473.96. The trade was a 8.36% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Edward Harris Fenster sold 163,844 shares of the stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $19.95, for a total value of $3,268,687.80. Following the sale, the director directly owned 1,578,895 shares of the company’s stock, valued at approximately $31,498,955.25. The trade was a 9.40% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 399,219 shares of company stock valued at $7,261,635. Insiders own 3.37% of the company’s stock.

Trending Headlines about Sunrun

Here are the key news stories impacting Sunrun this week:

• Positive Sentiment: Recent results and analyst commentary support upside: Sunrun beat EPS and revenue expectations (reported $0.38 EPS vs. a ~($0.08) consensus and $1.16B revenue) and analysts have raised targets citing improving cash generation and asset‑monetization progress, which boosts bullish valuation arguments. How Sunrun (RUN) Narrative Is Shifting As Cash Generation Meets Valuation Doubts
• Neutral Sentiment: Market structure/context: very high institutional ownership (~91.7%) and elevated short‑interest reporting mean flows and positioning can amplify moves; these are volatility drivers rather than changes to fundamentals. Peering Into Sunrun Inc’s Recent Short Interest
• Negative Sentiment: Investor litigation announced — Pomerantz LLP is investigating claims on behalf of Sunrun investors, which raises legal risk and uncertainty until scope/outcome are clarified and can pressure sentiment. INVESTOR ALERT: Pomerantz Investigates Sunrun
• Negative Sentiment: Clustered insider selling on March 6 — CEO Mary Powell, CFO Danny Abajian, CRO Paul Dickson, director Lynn Jurich and insider Jeanna Steele all reported small sales. While sizes are small vs. holdings, grouped sales by senior execs can sap sentiment and invite headlines; review the SEC Form 4 filings for details. Insider trades summary Mary Powell Form 4
• Negative Sentiment: Analyst/media scrutiny on cash burn and funding: Sunrun was named in an article about “cash‑burning” companies that could face dilution or funding pressure if margins and free cash flow don’t improve — a reminder investors are watching the path to sustainable free cash flow. 3 Cash-Burning Stocks That Fall Short

Analyst Ratings Changes

RUN has been the topic of a number of recent research reports. UBS Group reduced their price objective on shares of Sunrun from $26.00 to $23.00 and set a “buy” rating on the stock in a research note on Tuesday. Jefferies Financial Group downgraded Sunrun from a “buy” rating to a “hold” rating and set a $22.00 price target on the stock. in a research note on Friday, February 27th. Glj Research lowered Sunrun from a “hold” rating to a “sell” rating and set a $6.73 price target on the stock. in a research report on Friday, February 27th. Zacks Research raised Sunrun from a “hold” rating to a “strong-buy” rating in a research note on Thursday, February 26th. Finally, Weiss Ratings upgraded Sunrun from a “sell (d-)” rating to a “hold (c-)” rating in a report on Monday, March 2nd. One equities research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $19.69.

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.