Sun Communities (SUI) Stock Analysis & Forecast

Sep 28 close

$112.28+0.02 (0.0%)

Gekko Brief

AI summary

Sun Communities completed the $1.03 billion sale of its UK assets, including Park Holidays, to Panther Bidco Limited, an affiliate of Aermont Capital, positioning the company as a pure-play North American manufactured housing and RV platform. Proceeds are earmarked for share repurchases, debt reduction, and general corporate purposes, with share buybacks reaching $425 million through 21 September. The stock also touched a new 52-week low of $110.46 during the week, with commentary pointing to analyst price targets ranging from $126 to $155 and noting a potential 46% upside following the Park Holidays sale.

The stock closes at $112.28, below both its 50-day average of $119.52 and its 200-day average of $124.58, with the 50-day sitting under the 200-day. Returns are negative across recent stretches, including a 1-month decline of -8.9% and a 1-year decline of -12.2%. The GekkoIndex reads 69.7, placing it in the Accumulation zone. Price sits 10% below Gekko Fair Value of $124.72.

The next earnings date falls on 4 November 2026, 36 days out and outside a typical 20-trading-day holding window; the prior quarter saw an EPS miss of $0.17 against a $0.23 estimate with a 0.9% reaction. No insider, Congress, or unusual options activity appears in the respective 90-day and 30-day windows, though one billionaire holder is noted. Seasonality over 5 years shows the next 20 trading days averaging -4.7%, rising in 2 of those years, a pattern worth noting alongside the current gap to fair value.

Written by AI and checked automatically against the figures on this page. Generated Sep 29, 2026 from the data above.

Sun Communities price vs fair value

$124.72$112.28Sep ’25Mar ’26Sep ’26
Close $112.28200-day averageGekko Fair Value $124.72

Sun Communities quick facts

Market cap
$13.84B
P/E ratio
144.3
Forward P/E
33.8
EPS, TTM
$0.77
Revenue, TTM
$2.33B
Profit margin
-37.4%
Dividend yield
3.85%
Beta
0.77
Volume
1.53M avg 1.15M
1-year return
−12.2%
Typical daily move
±1.9%
Typical 20-day move
±3.7%
50-day average
$119.52
200-day average
$124.58
Next earnings
Nov 4
Shares outstanding
123.2M
52-week range
$110.39$137.85

Sun Communities swing-trade checklist

Sun Communities scores 3 supportive, 0 mixed and 2 headwinds across the 5 checklist items with data.

Six things swing traders check before a 20-day hold, read from the latest data.

3 supportive0 mixed2 headwinds

  • Trendheadwind

    Below 50 and 200-day

    Close $112.28 is below the 50-day ($119.52) and 200-day ($124.58) averages, and the 50-day is below the 200-day.

    See the chart
  • GekkoIndexsupportive

    69.7, Accumulation

    Reading 69.7 is in the Accumulation zone.

    See the GekkoIndex
  • Fair valuesupportive

    10.0% below

    Price is 10% below Gekko Fair Value (more than 5% below).

    See fair value
  • Smart moneyno data

    No data

    No insider, Congress or unusual options activity in the window.

    See smart money
  • Earnings risksupportive

    Reports in 36 days

    Next report Nov 4, 2026, 36 days away — outside a typical 20-trading-day hold.

    See earnings
  • Seasonalityheadwind

    −4.7% on average

    From this point in the calendar, the next 20 trading days averaged −4.7% over 5 years, rising in 2 of them.

    See seasonality

A description of current data, not a recommendation. How this page works

Sun Communities stock chart and price history

Sun Communities closed at $112.28 on Sep 28, 2026, −12.2% over the past year, inside a 52-week range of $110.39 to $137.85.

Close50-day average200-day averageVolume
Sun Communities share price, past year, with 50-day and 200-day moving averages and volume$110$115$120$125$130$135NovDecJan 2026FebMarAprMayJunJulAugSep112.28

Use the left and right arrow keys to read daily values.

Performance Breakdown

1 month
−8.9%
3 months
−7.4%
6 months
−10.6%
1 year
−12.2%
The full SUI chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open SUI in Gekko

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About Sun Communities

Sun Communities owns and runs manufactured housing and RV properties across the United States and Canada, with a portfolio of several hundred developed communities holding tens of thousands of individual home and RV sites. It is also involved with a separate group of properties in the United Kingdom, held under a portfolio classified as discontinued operations. The company is best known for this large-scale ownership and operation of residential land communities rather than for building or selling homes itself.

Sun Communities operates as a fully integrated real estate investment trust, meaning it generates income primarily through owning and managing these properties rather than through other business lines. Its customers are residents and site tenants at its manufactured housing and RV communities in North America, as well as at its properties overseas.

The company was incorporated in Maryland in 1975 and became publicly owned in December 1993. It is based in Southfield, Michigan, and its shares are listed on the New York Stock Exchange under the ticker SUI.

Sector
Finance
Website
suncommunities.com

Sun Communities GekkoIndex: the smart money zone

Sun Communities’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 69.7, in the Accumulation zone, down 0.2 points over five sessions.

010069.7Accumulation

Down 0.2 points over five sessions.

Reading for Sep 28, 2026

What followed past readings in each zone

ZoneReadings5 days10 days20 days50 days
Buying16+1.8%+0.8%+1.4%+2.4%
Accumulation (current zone)239+0.3%+0.4%+0.3%+1.3%
Neutral351−0.3%−0.3%0.0%−0.2%
Distribution19−0.4%−2.3%−6.1%−8.2%
Selling0Not available

Average SUI share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Accumulation readings averaged +2.3% over 20 days. Past behaviour doesn’t guarantee future results.

Accumulation zone: Institutional interest building. About the five zones →

See every daily GekkoIndex reading plotted over the SUI price, zone by zone.Track SUI in Gekko

Is Sun Communities stock overvalued? Gekko Fair Value

Sun Communities trades 10.0% below Gekko Fair Value of $124.72, so the shares are undervalued on Gekko’s estimate.

Gekko’s own estimate of what Sun Communities shares are worth, recalculated every trading day.

$124.72

Gekko Fair Value, Sep 26, 2026

10.0% Undervalued

How Gekko Fair Value works →

Gekko Fair Value on every chart, with the gap to price updating daily.Open SUI in Gekko

Sun Communities insider and Congress trading

No open-market insider purchases were filed for Sun Communities, and no Congress trades were disclosed, in the last 90 days.

Plus buybacks, unusual options and fund positions, each dated to when it became public.

Insider buying last 90 days

No open-market insider purchases were filed for SUI in the last 90 days.

From Form 4 filings, dated to when each was filed.

Every SUI insider filing, plotted on the chart in Gekko.Open SUI in Gekko

Congress trades last 90 days

No trades in SUI were disclosed by members of Congress in the last 90 days.

From congressional disclosures, which report amounts as ranges.

Congress disclosures for SUI, plotted on the chart in Gekko.Open SUI in Gekko

Buybacks

Sun Communities has been buying back its own shares.

Bought back, quarter ended Jun 30, 2026
$113.7M
As a share of market cap
0.82%
Trailing four quarters
$562.3M

From company filings.

Hedge funds and billionaires quarter ended Jun 30

1of the funds Gekko tracks holds SUI.

0added0opened1trimmed0sold out
Which funds are on each side, name by name.Unlock in Gekko

Sun Communities earnings: next date and track record

Sun Communities reports on Nov 4, 2026 (36 days away), and beat the EPS estimate in 3 of its last 8 reports.

3 of 8reports beat the EPS estimate
±3.1%average move across the report
5 of 8reports followed by a gain

Share-price move across each report

−6.5%Apr ’24+4.7%Jul ’24−7.5%Nov ’240.0%Feb ’25+0.8%Apr ’25+3.6%Jul ’25+0.4%Oct ’25+0.9%Mar ’26

Last earnings call, Mar 31, 2026 AI summary

What they said
Sun Communities reported strong fourth-quarter and full-year 2025 results, with core FFO per share of $1.40 in Q4 and $6.68 for the year, both slightly above the high end of guidance. North American same-property NOI grew 7.9% in Q4 and 5.7% for the year, driven by manufactured housing (MH) outperformance and disciplined expense management; MH same-property NOI rose 8.8% in Q4 and 8.9% for the year, while RV same-property NOI increased 5% in Q4 but declined 1.4% for the full year (within guidance). Occupancy remained strong (MH 98.1%, blended occupancy >99%). The company continued its balance-sheet transformation in 2025, repaying over $3.3 billion of debt, ending the year with net debt/TTM EBITDA of 3.4x, no floating rate exposure, a weighted average interest rate of 3.4%, and a 7.1-year weighted average maturity. Management highlighted strategic priorities for 2026: disciplined capital allocation, operational execution, and investing in core MH and RV platforms, including a digital/data backbone to improve the customer journey and revenue management. The company completed non-strategic asset sales, acquisitions via 1031 exchanges, bought titles to 32 UK properties, repurchased shares, and closed a $2.0 billion undrawn credit facility. Management signaled confidence in the business model but acknowledged UK macro pressures (including national minimum wage increases), transient RV headwinds and Canadian softness that impacted move-outs.
Guidance
- 2026 core pillars: disciplined capital allocation, operational execution, investment in MH and RV platform. - MH rental increase target: ~5% (2026 guidance/rental increase back of 5%). - UK rent increase guidance: ~4.1%. - RV (midpoint guidance): annual rental increases of ~4%; expected ~600 transient-to-annual conversions in 2026; transient revenue expected to decline ~1.5% year-over-year at midpoint (improving from -9% in 2025). - Baseline guidance assumes no incremental acquisitions or share repurchases (cash on hand not assumed deployed into transactions); any acquisitions or buybacks would be incremental to baseline. - Long-term leverage target: net debt/EBITDA between 3.5x and 4.5x. - Financial assumptions in guidance include occupancy gains in MH (~500-600 sites) and modest NOI growth expectations (UK elevated expense growth reflected).
Risks flagged
- UK macroeconomic pressures, notably national minimum wage increases driving higher operating expenses and elevated expense growth in UK operations. - RV transient demand softness and Canadian guest softness leading to move-outs. - Exposure to transaction/market risk if acquisitive activity is pursued; guidance excludes assumed acquisitions and buybacks, so variability exists if management deploys capital. - General cautionary forward-looking statement risk that actual results may differ due to macro conditions and execution risks.
ReportedEPSSurpriseRevenueSurpriseMove
Mar 31, 2026$0.17
est $0.23
−25.8%$515.2M
est $504.8M
+2.1%+0.9%
Oct 29, 2025$2.28
est $2.18
+4.6%$697.2M
est $509.4M
+36.9%+0.4%
Jul 30, 2025$1.76
est $1.67
+5.4%$607.0M
est $713.3M
−14.9%+3.6%
Apr 28, 2025−$0.33
est $0.08
−494.4%$465.8M
est $617.9M
−24.6%+0.8%
Feb 18, 2025−$0.15
est $0.05
−429.5%——0.0%
Nov 6, 2024$2.31
est $1.61
+43.5%$939.9M
est $728.2M
+29.1%−7.5%
Jul 31, 2024$0.42
est $0.65
−35.4%$869.0M
est $890.6M
−2.4%+4.7%
Apr 29, 2024−$0.22
est −$0.11
−100.0%$671.3M
est $888.8M
−24.5%−6.5%

“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.

Sun Communities stock forecast and analyst price targets

Analysts’ average 12-month price target for Sun Communities is $138.68, +23.5% from the last close, from 10 firms rating the stock in the last 90 days.

$138.68consensus 12-month target, +23.5% from the last close
Low $126High $148
Buy8
Hold2
Sell0

Each firm’s latest rating in the last 90 days: 10 firms.

Latest analyst actions

DateFirmRatingTargetvs price
Sep 21Evercore ISIBuy, maintained$136+21.1%
Sep 21Mizuho SecuritiesBuy, maintained$136+21.1%
Sep 14Evercore ISIBuy, maintained$138+22.9%
Sep 11Truist FinancialBuy, reiterated$136+21.1%
Aug 27Bank of America SecuritiesHold, upgraded$140+24.7%
+0.3%average 20-day move after past Accumulation readings
−4.7%average move over the next 20 trading days in the last 5 years
±1.9%typical daily move, from the 14-day average range

Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.

Sun Communities seasonality: the next 20 trading days

Over the next 20 trading days from Sep 26, Sun Communities averaged −4.7% across the last 5 years, rising in 2 of them.

Next 20 trading days, by year

+7.7%2021−15.4%2022−13.2%2023+1.7%2024−3.6%2025

Average move and hit rate

WindowAverageYears higher
Next 5 trading days−2.2%1 of 5
Next 10 trading days−5.7%1 of 5
Next 15 trading days−4.6%1 of 5
Next 20 trading days−4.7%2 of 5
Next 30 trading days−2.4%1 of 5

For scale, SUI’s typical 20-trading-day move in either direction is about 3.7%.

Sun Communities market cap and key statistics

Sun Communities’s market cap is $13.84B, with a P/E ratio of 144.3 and revenue of $2.33B over the last twelve months.

Valuation

Market cap
$13.84B
P/E ratio
144.3
Forward P/E
33.8
EPS, TTM
$0.77
Gekko Fair Value
$124.72

Trading

Volume
1.53M
Avg volume, 20 days
1.15M
52-week high
$137.85
52-week low
$110.39
Shares outstanding
123.2M

Financials

Revenue, TTM
$2.33B
Profit margin
-37.4%
Return on equity
1.7%
Quarterly earnings growth, YoY
−97.1%

Risk and income

Beta
0.77
Typical daily move
±1.9%
Typical 20-day move
±3.7%
Dividend yield
3.85%

Sun Communities stock news this week

Coverage of Sun Communities this week reads positive: 8 positive, 1 neutral and 4 negative headlines.

News sentiment positive

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Sun Communities stock FAQ

What is Sun Communities’s market cap?

Sun Communities’s market cap is $13.84B at the Sep 28, 2026 close of $112.28, with 123.2M shares outstanding. The shares trade on a P/E ratio of 144.3.

What is the Sun Communities stock forecast?

The consensus analyst 12-month price target for Sun Communities is $138.68, +23.5% from the last close. Of the 10 firms that rated the stock in the last 90 days, 8 rate it a buy, 2 a hold and 0 a sell. Gekko doesn’t publish price predictions of its own.

Is Sun Communities stock overvalued or undervalued?

On Gekko’s estimate Sun Communities is undervalued: the Sep 28, 2026 close of $112.28 is 10.0% below Gekko Fair Value of $124.72. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.

When does Sun Communities report earnings next?

Sun Communities is expected to report on Nov 4, 2026 (36 days away). Analysts expect earnings of $1.19 per share on revenue of $563.6M. Sun Communities beat the earnings estimate in 3 of its last 8 reports, moving 3.1% on average across the report.

What is Sun Communities’s 52-week high and low?

Sun Communities’s 52-week high is $137.85 and its 52-week low is $110.39; it closed at $112.28 on Sep 28, 2026, −12.2% over the past year. Over the last five years the shares peaked at $211.79 on Dec 31, 2021.

Is Sun Communities stock a buy right now?

Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 3 of the 5 items with data read as supportive (gekkoindex, fair value and earnings risk) and 2 as headwinds (trend and seasonality). The checklist is a description of current data, not a recommendation.

How this page works

During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →

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