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SUSUI

Sun Communities, Inc.

$SUI·$15B·REIT - Residential·Real Estate
$121.42-1.2%YTD-1.6%1Y-2.8%
Mentions · last 7 days
2026-08-22: 545 posts2026-08-23: 408 posts3,191+7%
Price updated 6h ago·X counts updated 8d ago
SUSUI
$SUISun Communities, Inc.
$121.42-1.22%3.2k posts+7%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $SUI, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersStalledAI verdict · as of 2026-08-31

The move has stalled — likely just drifts unless something new shows up.

A manufactured-housing REIT reshaping itself after divestitures, quietly trading like nothing's happening — while an S&P MidCap add and a fresh CFO stage the next chapter.

Sun Communities is a residential REIT that owns manufactured-housing and RV communities plus marinas across the US, Canada and Europe. It spent 2025-2026 shedding non-core assets (marinas, some international) and is now returning to a leaner MH-and-RV core — a portfolio simplification the market has largely priced as boring rather than as positive.

  • The Q2 print masked what's actually happening: reported EPS of $8.06 crushed a $0.66 estimate mostly because of one-time gains from the Safe Harbor marinas divestiture, so the recurring number is still in the $2 range consensus expects for the full year — clean, but not the growth event a headline beat suggests.
  • The core is behaving well: Q1 revenue grew 7% year-over-year on the smaller portfolio, and operating margins have rebuilt into the 20s%, so the 'REIT that actually earns' complaint many made about the old lineup is getting answered.
  • Ownership and structural signals lean supportive: the Aug 14 S&P MidCap 400 inclusion drives passive buying and broadens the shareholder base, and a new CFO (Robert Garechana, starting Sept 8) tightens the finance function that took heat during the divestiture cycle.
  • The valuation is unremarkable: 11x trailing earnings and a 5.8% free-cash-flow yield with roughly 24% operating margins and manageable leverage — cheap-ish, but the market wants to see a full year of the leaner portfolio compounding before it re-rates.

The path forward is a boring one: Q3 and Q4 prints on the leaner MH/RV core showing organic occupancy and rent trends holding, plus the new CFO signalling capital-allocation clarity — that's what turns a stalled 32%-of-52w tape into a re-rate. The risk is that nothing specific breaks and the story just stays stalled while passive buying does the only work.

What to watch: The Oct 28 Q3 print on the leaner (post-marinas) portfolio — organic occupancy and rent growth in the core MH/RV segments decide whether this transitions from stalled to a re-rate, or continues as a passive-inclusion trade.

On the calendar: 2026-10-28 — Q3 2026 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment155 posts analyzed · as of 2026-08-30

The Sui community is leaning bullish on the reclaim above $0.77, pointing to a weekly bullish RSI divergence at 3-tap support, network account growth, a tZERO partnership bringing regulated financial infrastructure onto Sui, Revolut selecting Sui for its EURR stablecoin roadmap, and a daily buyback program. A quieter camp warns the SUI/BTC chart still looks ugly and calls for a boring base build; predictions of $30 by Q4 dominate the timeline.

Read the AI verdict + X sentiment for $SUI

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

REIT owning manufactured housing communities, RV resorts, and UK holiday parks; affordable housing and leisure segments with inflation-linked rents.

Industry overviewAI analysisGenerated by AI from underlying data

Where REIT - Residential sits in its cycle right now — and what that implies for $SUI.

REIT - Residential · Real Estate

Apartment demand is supported by homeownership affordability barriers; rent growth is moderating as new supply comes online in Sun Belt markets. Cap rate expansion pressure from higher rates is offset by strong occupancy fundamentals.

What this means for $SUI

Partial — REIT cash flows tied to occupancy, rent growth, and cap rate environment; Sun Communities, Inc.

Top industry ETF

$REZiShares Residential and Multisector Real Estate ETF
+15.9%YTD
+12.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
10.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-1.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
24.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
5.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
6.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
19.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
51.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 27, 2026$8.06$0.66+1117.5%
Q1 2026Apr 27, 2026$-0.07$0.27-126.4%
Q4 2025Feb 24, 2026$0.99$0.39+153.0%
Q3 2025Oct 29, 2025$0.07$2.18-96.8%
Next earningsWed, Oct 28·consensus EPS $1.16

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$500.5M+7.4%51.4%11.0%$-0.07$269.3M
Q4 FY25$515.2M-30.4%69.3%34.0%$0.99$157.5M
Q3 FY25$697.2M-25.4%37.8%29.9%$0.07$197.9M
Q2 FY25$607.0M-29.3%51.1%20.0%$10.02$259.4M

Forward consensus

5-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.3B$2.3B – $2.4B$2.22$2.20 – $2.257
FY27$2.2B$2.0B – $2.5B$2.72$2.65 – $2.757
FY28$2.2B$1.8B – $2.6B$2.97$2.63 – $3.316
FY29$2.4B$2.0B – $2.7B$3.21$2.58 – $3.765
FY30$2.5B$2.1B – $2.8B$3.52$2.82 – $4.123

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.25%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+0.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-3.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β0.775-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 24Gary A ShiffmanDirector25.0K sh$3.0MSellMay 26Fernando Castro-caratiniCFO23.8K sh$3.0MSellMar 5Clunet R LewisDirector7.0K sh$953K
+ 19 other (11 inkinds · 7 awards · 1 gift) in window

See when $SUI insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeAug 278-K — Item 5.02: Officer or director change
8-KOfficer or director changeAug 258-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Sun Communities appointed Robert A. Garechana, 47, as CFO, Executive Vice President, and Treasurer, effective September 8, 2026, under an employment agreement dated August 24, 2026. Garechana most recently served as Executive VP since 2025 (prior employer not named in excerpt). Standard CFO appointment at a major manufactured housing and RV resort REIT; Garechana's start date gives a two-week transition window.

3New insider — initial holdingsJul 13
AI summary

Ileana McAlary, EVP, General Counsel, and Secretary of Sun Communities Inc. (SUI), filed a Form 3 on June 29, 2026 reporting no directly or indirectly owned securities at the time of filing. This is a routine initial officer ownership disclosure required upon appointment and carries no financial or operational significance.

8-KPress release / Reg FDJun 18-K — Item 7.01: Press release / Reg FD
AI summary

Sun Communities (SUI) released an investor presentation on June 1, 2026, available on the company's IR website. Routine investor relations disclosure.

8-KMaterial agreementMay 218-K — Item 1.01: Material agreement · Item 2.06: Material impairment · Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Sun Communities Operating LP agreed to sell Park Holidays—its entire UK business—to Panther Bidco Limited (affiliate of Aermont Capital LLP) for 768 million pounds (approximately $1.03 billion in cash, subject to customary adjustments), under a Purchase Agreement signed May 21, 2026. Buyer will obtain representation and warranty insurance as its sole recourse for breaches of seller representations. Item 2.06 signals a material impairment or write-down. This is a transformative strategic divestiture exiting Sun Communities' entire United Kingdom manufactured housing portfolio.

8-KShareholder voteMay 188-K — Item 5.07: Shareholder vote
AI summary

Sun Communities held its Annual Meeting on May 12, 2026. Three proposals voted: (1) elected all nine directors (strongest opposition to Tonya Allen at ~10M against out of ~113M, and Gary A. Shiffman at ~4.2M against); (2) non-binding say-on-pay passed (105.8M for, 7.1M against); (3) ratified Deloitte & Touche LLP as auditor (115M for). Routine annual meeting; moderately elevated withhold for Allen (~9%) is noted.

8-K/AMaterial event (amended)May 138-K/A — Item 4.01
AI summary

Sun Communities amended its March 23, 2026 Form 8-K to confirm that Grant Thornton LLP's dismissal as independent auditor became effective April 28, 2026 upon completion of the Q1 2026 financial statement review. Grant Thornton's audit reports for FY2024 and FY2025 were unqualified with no disagreements or reportable events. This is an administrative completion notice for an auditor change first disclosed in March 2026.

8-KPress release / Reg FDMay 48-K — Item 7.01: Press release / Reg FD
AI summary

Sun Communities, Inc. made available a new investor presentation on May 4, 2026, posted to its IR website. The content of the presentation is not described in the 8-K body. This is a routine Reg FD disclosure of investor materials with no material announcements visible in the filing.

+ 16 other (6 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Bank of New York Mellon Corp Purchases New Shares in Sun Communities, Inc. $SUIdefenseworld.net·6d agoRobert A. Garechana Appointed Chief Financial Officerglobenewswire.com·7d agoSun Communities (SUI) Joins S&P MidCap 400, Boosting Stock Visibilitygurufocus.com·18d agoReddit Set to Join S&P 500 and Sun Communities to Join S&P MidCap 400prnewswire.com·18d agoSUI Group Holdings Limited (SUIG) Q2 2026 Earnings Call Transcriptseekingalpha.com·25d ago

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