Sunrun (NASDAQ:RUN) Stock: Insider Paul Dickson Sells 15,837 Shares

Sunrun Inc. (NASDAQ:RUN) CRO Paul Dickson sold 15,837 shares of Sunrun stock in a transaction dated Tuesday, October 6th. The shares were sold at an average price of $7.76, for a total transaction of $122,895.12. Following the sale, the executive owned 823,702 shares in the company, valued at approximately $6,391,927.52. This trade represents a 1.89% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Sunrun Stock Performance

NASDAQ RUN opened at $7.59 on Friday. Sunrun Inc. has a twelve month low of $7.26 and a twelve month high of $22.44. The company has a quick ratio of 1.00, a current ratio of 1.42 and a debt-to-equity ratio of 3.34. The stock has a market cap of $1.83 billion, a P/E ratio of 5.13 and a beta of 2.44. The company’s 50-day simple moving average is $8.89 and its 200 day simple moving average is $11.56.

Sunrun (NASDAQ:RUN) last announced its quarterly earnings results on Wednesday, August 5th. The energy company reported $0.42 EPS for the quarter, topping analysts’ consensus estimates of $0.23 by $0.19. The firm had revenue of $869.99 million during the quarter, compared to analysts’ expectations of $746.87 million. Sunrun had a net margin of 11.59% and a return on equity of 9.59%. The company’s revenue for the quarter was up 52.8% compared to the same quarter last year. During the same quarter last year, the company earned $1.07 earnings per share. As a group, research analysts forecast that Sunrun Inc. will post 1.19 earnings per share for the current fiscal year.

Sunrun News Roundup

Here are the key news stories impacting Sunrun this week:

• Positive Sentiment: Sunrun will report third-quarter 2026 results after the market closes on November 4, followed by a conference call at 4:30 p.m. ET. The report is a near-term catalyst that should provide updates on demand, cash flow, liquidity and management’s outlook. Sunrun Announces Date for Third Quarter 2026 Earnings Report
• Positive Sentiment: Some valuation analysis suggests RUN could be significantly undervalued ahead of earnings, while 12 analysts rate the shares Buy. Sunrun’s latest reported quarter also exceeded expectations, with revenue up 52.8% year over year and EPS above consensus. Sunrun Could Be Undervalued
• Neutral Sentiment: Goldman Sachs lowered its price target from $13 to $11 but maintained a Buy rating. The revised target still implies substantial upside from recent levels, although the reduction signals more cautious expectations for Sunrun’s prospects.
• Negative Sentiment: CEO Mary Powell, CFO Danny Abajian, CAO Maria Barak, CRO Paul Dickson and insider Jeanna Steele collectively sold roughly 68,700 shares. The filings state that the transactions were intended to cover tax withholding on vested equity awards, which reduces their bearish significance, but the concentration of executive selling may still weigh on sentiment. Sunrun CEO Insider Filing
• Negative Sentiment: Despite a recent earnings beat, Sunrun carries meaningful leverage, with a debt-to-equity ratio of 3.34, and the shares remain close to their 52-week low. This leaves RUN vulnerable to further weakness if the November report disappoints or management lowers its outlook.

Analyst Ratings Changes

A number of analysts have weighed in on the company. UBS Group lowered their price target on Sunrun from $23.00 to $20.00 and set a “buy” rating on the stock in a research report on Tuesday, June 16th. Mizuho set a $18.00 price objective on Sunrun in a report on Thursday, August 6th. Wells Fargo & Company lowered their target price on shares of Sunrun from $22.00 to $17.00 and set an “overweight” rating on the stock in a report on Friday, August 14th. The Goldman Sachs Group dropped their target price on shares of Sunrun from $13.00 to $11.00 and set a “buy” rating for the company in a research report on Thursday. Finally, Susquehanna cut their price target on shares of Sunrun from $18.00 to $15.00 and set a “positive” rating for the company in a report on Friday, August 7th. Twelve investment analysts have rated the stock with a Buy rating, eight have given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Hold” and an average target price of $16.59.

Hedge Funds Weigh In On Sunrun

Institutional investors have recently bought and sold shares of the business. Amundi grew its holdings in Sunrun by 56.3% during the 1st quarter. Amundi now owns 3,300,626 shares of the energy company’s stock worth $44,798,000 after acquiring an additional 1,188,564 shares during the last quarter. Bank of New York Mellon Corp bought a new position in shares of Sunrun in the second quarter worth about $18,120,000. Connor Clark & Lunn Investment Management Ltd. acquired a new position in shares of Sunrun during the second quarter worth approximately $4,210,000. EP Wealth Advisors LLC acquired a new position in shares of Sunrun during the second quarter worth approximately $1,960,000. Finally, Diversify Advisory Services LLC bought a new stake in shares of Sunrun during the second quarter valued at approximately $8,254,000. Institutional investors own 91.69% of the company’s stock.

About Sunrun

Sunrun Inc is a residential solar energy company that designs, installs, owns and maintains solar energy systems for homeowners. The company typically provides electricity through long-term agreements, including solar leases and power purchase agreements, allowing customers to use electricity generated by rooftop solar systems without purchasing the equipment outright.

Sunrun also offers energy storage solutions, including its BrightBox battery system, which can store electricity for use during outages, periods of high demand or when solar generation is unavailable.