TickerTalks
Browse all tickers →
TickerTalks›$SUI
SUSUI

Sun Communities, Inc.

$SUI·$15B·REIT - Residential·Real Estate
$119.78-0.8%YTD-3.1%1Y-4.4%
Mentions · last 7 days
2026-07-08: 781 posts2026-07-09: 1,034 posts2026-07-10: 894 posts2026-07-11: 524 posts2026-07-12: 706 posts2026-07-13: 1,115 posts2026-07-14: 972 posts6,056+16%
Price updated 8m ago·X counts updated 15h ago
SUSUI
$SUISun Communities, Inc.
$119.78-0.84%6.1k posts+16%
AI analysisFundamentalsVoices on X
Loading…

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 2026-07-14

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

Sun Communities is a manufactured-housing REIT trading near 52-week lows while it buys back stock and defends an insider-duty investigation.

Sun Communities owns manufactured-home communities, RV parks, and marinas across North America — the kind of REIT people forget about until they remember how sticky the tenants and the lot rents are. The stock has drifted lower for a year even as management renewed a full-size buyback authorization.

  • The core business earns and covers itself well: top-line growth is running mid-single-digits, TTM operating margin is 24%, and the free-cash-flow yield of about 5.8% at $120 supports the dividend and the buyback without external capital — this is a defensively-priced REIT, not a broken one.
  • Capital return is doing real work — the board renewed a $1B buyback authorization on May 27 running through May 2027, which at this market cap could retire roughly 6-7% of shares over the year if fully executed; that is the mechanical bid holding the tape at 52-week lows.
  • The overhang is what the recent news flow points at — director Gary Shiffman sold $3M near $120 on June 24, and a July 3 shareholder-investigation notice on insider fiduciary duty is the kind of headline risk that can drag the multiple even without leading to a material outcome.

The forward path is mundane and specific — steady lot-rent growth and buyback execution reset the multiple slowly, and a clean resolution of the fiduciary-duty inquiry removes the overhang. A bigger-than-modeled REIT rate move or an escalation of the shareholder complaint is what breaks the range in either direction.

What to watch: Q2 earnings on July 29 — need lot-rent growth mid-single-digits and confirmation of the buyback pace to restart interest. A weaker lot-rent print with rising cap-rate pressure extends the range lower.

On the calendar: 2026-07-29 — Q2 earnings

sentiment wrong asset

X sentiment

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

Mixed sentiment78 posts analyzed · as of 2026-07-14

The Sui community is anchoring on real network progress, with claims of 6M+ TPS peak throughput and roughly 4.6M TPS in real-time, plus a growing DeFi and staking stack (Haedal $234M TVL, 64M SUI staked). But the token is retesting $0.68-$0.70 support after an 87% drawdown from the prior high, and technicians describe a right-shoulder consolidation that will need another week or two before a trend reversal can even be confirmed. Long-run bulls target $10-$50 in a full bull cycle, while more cautious voices flag $0.66 as the accumulation floor and note SUI now trades at almost the same market cap as AVAX with both fighting for the same L1 mindshare.

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
Free, forever. No credit card.

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

No material change from last week — the combined leadership team announcement this week is a concrete execution milestone for the deal creating the US's largest apartment REIT by units.

What this means for $SUI

Neutral — REIT owning manufactured housing communities, RV resorts, and UK holiday parks; affordable housing and leisure segments with inflation-linked rents; the multifamily supply peak and rent growth normalization cycle does not materially affect this business's near-term earnings.

Top industry ETF

$REZiShares Residential and Multisector Real Estate ETF
+16.1%YTD
+14.9%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
Q1 2026Apr 27, 2026$-0.07$0.27-126.4%
Q4 2025Feb 24, 2026$0.99$0.39+153.0%
Q3 2025Oct 29, 2025$2.28$2.18+4.6%
Q2 2025Jul 30, 2025$1.76$1.67+5.4%
Next earningsWed, Jul 29·consensus EPS $0.66

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$2.26$2.23 – $2.296
FY27$2.2B$2.0B – $2.5B$2.75$2.68 – $2.797
FY28$2.2B$2.1B – $2.3B$3.02$2.64 – $3.274
FY29$2.4B$2.2B – $2.6B$3.26$2.99 – $3.673
FY30$2.5B$2.3B – $2.7B$3.52$3.22 – $3.963

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.1.9×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.19%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.-2.4%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.-5.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 121.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.795-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$953KSellFeb 27Clunet R LewisDirector7.0K sh$956K
+ 34 other (16 awards · 16 inkinds · 1 gift · 1 return) 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

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.

8-KMaterial eventMar 278-K — Item 4.01
8-KOfficer or director changeMar 98-K — Item 5.02: Officer or director change
+ 18 other (7 13Gs · 2 earnings 8-Ks · 2 proxys · 2 8-Ks) in window

Recent news

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

Interactive Brokers Builds Out One of the Most Comprehensive and Low-Cost Solutions for Accessing Cryptocurrency Availablegurufocus.com·1d agoSUI Group Appoints Veteran Technology and Digital Finance Executive Kristina Campbell to Board of Directorsbusinesswire.com·6d agoThe Great American Road Tripseekingalpha.com·7d agoDid Sun Communities, Inc. Insiders Breach their Fiduciary Duties to Shareholders?prnewswire.com·12d ago3 Dividend Stocks Worth Buying More of While the Market Is Distractedfool.com·15d ago

More in REIT - Residential

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$EQR$AMH
Voices on X · top 15 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport