Sun Communities, Inc.
Hot onWhy it's trendingX chatter spiked vs its recent normStrong bullish X conversationBacked by solid revenue growth$118.46-2.8%YTD-4.2%1Y-6.1%
Mentions · last 7 days
10,940+21%
Price updated 19h ago·X counts updated 19h ago
AI verdict & sentimentAI analysisGenerated by AI from underlying data
Today's AI verdict on what's driving $SUI, plus how loud the X conversation is and which way it's leaning.
What it does
Plain-English summary of the business — what they sell and how they make money.
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
AvalonBay/Equity Residential merger integration is advancing — the combined company leadership team announcement this week is a concrete execution milestone. Rate sensitivity remains the structural macro variable; the REZ +12.4% YTD move signals market confidence that rate trajectory supports residential REIT cap rate compression.
What this means for $SUI
Neutral — Sun Communities' manufactured housing communities, RV resorts, and UK holiday parks are in a different residential segment from the apartment sector being reshaped by the AvalonBay/EQR merger; SUI's Q2 distribution declaration reflects its own stable yield profile.
Top industry ETF
$REZiShares Residential and Multisector Real Estate ETF
+7.9%YTD
+8.8%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$1.40$1.31+6.9%
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 $0.65
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
FYRevenueRangeEPSRangeAnalysts
FY26$2.3B$2.2B – $2.4B$2.33$2.31 – $2.355
FY27$2.3B$1.9B – $2.5B$2.83$2.70 – $2.936
FY28$2.4B$2.4B – $2.4B$3.18$2.78 – $3.454
FY29$2.8B$2.6B – $3.0B$3.44$3.03 – $3.693
FY30$3.0B$2.7B – $3.1B$3.77$3.32 – $4.043
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.1.6×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.13%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.-5.6%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.-6.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Float & profile
FloatMid float · 121.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.3% 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.
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-KPress release / Reg FDJun 18-K — Item 7.01: Press release / Reg FD
AI summary
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
8-KShareholder voteMay 188-K — Item 5.07: Shareholder vote
AI summary
8-K/AMaterial event (amended)May 138-K/A — Item 4.01
AI summary
8-KPress release / Reg FDMay 48-K — Item 7.01: Press release / Reg FD
AI summary
8-KMaterial eventMar 278-K — Item 4.01
8-KOfficer or director changeMar 98-K — Item 5.02: Officer or director change
8-KPress release / Reg FDFeb 258-K — Item 7.01: Press release / Reg FD
+ 18 other (7 13Gs · 2 earnings 8-Ks · 2 proxys · 2 3s) in window
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
The Rosen Law Firm, P.A. Provides this Final Reminder of the Proposed Class Action Settlement on Behalf of Purchasers of Sun Communities, Inc. Publicly-Traded Common Stock - SUISun Communities, Inc. Declares Second Quarter 2026 DistributionThe Rosen Law Firm, P.A. Continues to Remind Investors of the Proposed Class Action Settlement on Behalf of Purchasers of Sun Communities, Inc. Publicly-Traded Common Stock - SUIThe Rosen Law Firm, P.A. Continues to Remind Investors of the Proposed Class Action Settlement on Behalf of Purchasers of Sun Communities, Inc. Publicly-Traded Common Stock - SUIThe Rosen Law Firm, P.A. Reminds Investors of the Proposed Class Action Settlement on Behalf of Purchasers of Sun Communities, Inc. Publicly-Traded Common Stock - SUI
More in REIT - Residential
Peers in the same group — one click to compare setups, fundamentals, and chatter.
Voices on X · top 15 · last 7 days