Sun Communities, Inc. $SUI Shares Sold by Aew Capital Management L P

Aew Capital Management L P trimmed its position in Sun Communities, Inc. (NYSE:SUI) by 74.0% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 53,350 shares of the real estate investment trust’s stock after selling 151,840 shares during the period. Aew Capital Management L P’s holdings in Sun Communities were worth $6,882,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its holdings in Sun Communities by 9.1% during the 2nd quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 1,003 shares of the real estate investment trust’s stock worth $127,000 after buying an additional 84 shares during the last quarter. Assetmark Inc. increased its holdings in shares of Sun Communities by 55.7% in the 3rd quarter. Assetmark Inc. now owns 271 shares of the real estate investment trust’s stock valued at $35,000 after acquiring an additional 97 shares during the last quarter. Smartleaf Asset Management LLC raised its position in shares of Sun Communities by 19.6% during the 3rd quarter. Smartleaf Asset Management LLC now owns 665 shares of the real estate investment trust’s stock valued at $86,000 after acquiring an additional 109 shares in the last quarter. Steward Partners Investment Advisory LLC lifted its stake in Sun Communities by 0.5% during the second quarter. Steward Partners Investment Advisory LLC now owns 23,102 shares of the real estate investment trust’s stock worth $2,922,000 after purchasing an additional 113 shares during the last quarter. Finally, Orion Porfolio Solutions LLC lifted its stake in Sun Communities by 1.3% during the second quarter. Orion Porfolio Solutions LLC now owns 9,335 shares of the real estate investment trust’s stock worth $1,181,000 after purchasing an additional 117 shares during the last quarter. 99.59% of the stock is owned by institutional investors.

Sun Communities News Roundup

Here are the key news stories impacting Sun Communities this week:

• Positive Sentiment: Management raised FY 2026 EPS guidance to a 6.830–7.030 range vs. the prior consensus ~4.41, a large upside to expectations that drove re-rating of the shares. Sun Communities Reports 2025 Fourth Quarter and Full Year Results; Provides 2026 Guidance and Increases Quarterly Distribution Rate for 2026
• Positive Sentiment: Q1 2026 EPS guidance was raised to 1.240–1.320 vs. the ~0.76 consensus, signaling stronger near-term earnings visibility and underpinning the stock’s rally. Sun Communities Reports 2025 Fourth Quarter and Full Year Results; Provides 2026 Guidance and Increases Quarterly Distribution Rate for 2026
• Positive Sentiment: The company increased its quarterly distribution rate for 2026, a shareholder-friendly move that supports income-seeking investors and likely lifted sentiment. Sun Communities Reports 2025 Fourth Quarter and Full Year Results; Provides 2026 Guidance and Increases Quarterly Distribution Rate for 2026
• Neutral Sentiment: Q4 results: GAAP EPS $1.40 beat the $1.37 consensus and revenue of $515.2M modestly beat estimates, but revenue grew only ~0.1% YoY — steady operational performance rather than a breakout. View Press Release
• Neutral Sentiment: Reported net income per diluted share: $0.99 for Q4 and $10.84 for full-year 2025 — useful for full-year context but secondary to forward guidance. Sun Communities Reports 2025 Fourth Quarter and Full Year Results; Provides 2026 Guidance and Increases Quarterly Distribution Rate for 2026
• Negative Sentiment: Profitability/efficiency concerns: the company showed a negative return on equity (-4.53%) and Q4 EPS was roughly flat year‑over‑year (1.41 prior year vs. 1.40), highlighting that the stronger outlook is driven more by guidance assumptions than by a clear step-up in current operating momentum. Marketbeat SUI Profile

Analysts Set New Price Targets

SUI has been the topic of a number of research reports. Jefferies Financial Group set a $142.00 target price on shares of Sun Communities and gave the stock a “buy” rating in a report on Monday, November 3rd. Morgan Stanley lowered their price objective on shares of Sun Communities from $139.00 to $135.00 and set an “equal weight” rating for the company in a research report on Tuesday, November 25th. Royal Bank Of Canada increased their price objective on shares of Sun Communities from $142.00 to $143.00 and gave the stock an “outperform” rating in a research note on Thursday, November 6th. Wells Fargo & Company lifted their target price on Sun Communities from $132.00 to $133.00 and gave the company an “equal weight” rating in a research note on Monday, November 10th. Finally, Truist Financial upped their target price on Sun Communities from $141.00 to $142.00 and gave the company a “buy” rating in a report on Tuesday, November 18th. Six investment analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $137.46.

Sun Communities Price Performance

NYSE SUI opened at $131.46 on Wednesday. Sun Communities, Inc. has a 52 week low of $109.22 and a 52 week high of $137.77. The company has a current ratio of 6.01, a quick ratio of 6.01 and a debt-to-equity ratio of 0.58. The stock has a market cap of $16.26 billion, a price-to-earnings ratio of 16.47, a price-to-earnings-growth ratio of 4.34 and a beta of 0.90. The company has a 50-day moving average price of $126.23 and a two-hundred day moving average price of $126.30.

Sun Communities (NYSE:SUI) last released its quarterly earnings results on Tuesday, February 24th. The real estate investment trust reported $1.40 earnings per share for the quarter, beating analysts’ consensus estimates of $1.37 by $0.03. The company had revenue of $515.20 million for the quarter, compared to analysts’ expectations of $509.40 million. Sun Communities had a negative return on equity of 4.53% and a net margin of 42.58%.The business’s revenue for the quarter was up .1% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.41 earnings per share. Sun Communities has set its FY 2026 guidance at 6.830-7.030 EPS and its Q1 2026 guidance at 1.240-1.320 EPS. Analysts forecast that Sun Communities, Inc. will post 6.77 EPS for the current year.

Sun Communities Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Monday, February 2nd. Shareholders of record on Wednesday, December 31st were paid a dividend of $1.04 per share. The ex-dividend date of this dividend was Wednesday, December 31st. This represents a $4.16 annualized dividend and a yield of 3.2%. Sun Communities’s payout ratio is presently 52.13%.

Insider Transactions at Sun Communities

In other news, Director Gary A. Shiffman sold 156,875 shares of the stock in a transaction on Wednesday, December 17th. The stock was sold at an average price of $123.53, for a total value of $19,378,768.75. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Company insiders own 1.89% of the company’s stock.

Sun Communities Profile

Sun Communities, Inc is a publicly traded real estate investment trust (REIT) that specializes in the acquisition, ownership and operation of manufactured housing communities, recreational vehicle (RV) resorts and marinas. The company’s portfolio spans more than 500 manufactured housing communities and over 160 RV resorts, offering affordable, long-term housing as well as short-stay recreational lodging. Through professional on-site management and amenity-rich community designs, Sun Communities serves a diverse customer base that includes retirees, workforce families and vacationers.

Founded in 1975 and headquartered in Southfield, Michigan, Sun Communities has grown organically and through strategic acquisitions to become one of the largest operators in its sector.