Sun Communities, Inc. (SUI) Stock Analysis
Real Estate · REIT - Residential
Sell if holding. At $121.94, A.R:R 1.1:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Thin upside margin: 5.4%; Sector modifier (Real Estate): -1.2.
Sun Communities is a self-administered REIT owning 513 MH, RV, and UK holiday park communities with 178,650 developed sites across the U.S., Canada, and UK as of December 31, 2025. Revenue derives from leasing individual sites to residents and guests, with home sales through its... Read more
Sell if holding. At $121.94, A.R:R 1.1:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Thin upside margin: 5.4%; Sector modifier (Real Estate): -1.2. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Score 5.4/10, moderate confidence.
Passes 6/8 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity 71d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: moderate.
Recent Developments — Sun Communities, Inc.
Latest news
- SUI Maintained by RBC Capital -- Price Target Raised to $151 - GuruFocus — GuruFocus positive
- Analysts’ Opinions Are Mixed on These Real Estate Stocks: American Healthcare REIT, Inc. (AHR) and Sun Communities (SUI) — The Globe and Mail neutral
- SUI Price, SUI Price, Live Charts, and Marketcap: sui price, market cap sui, price of sui - Coinbase Netherlands - Coinb — Coinbase neutral
- Truist Cuts Price Target on Sun Communities to $141 From $147, Keeps Buy Rating - marketscreener.com — marketscreener.com neutral
- Danske Bank A S Increases Stock Position in Sun Communities, Inc. $SUI - MarketBeat — MarketBeat neutral
Generated 2026-05-20T20:21:21Z.
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- MEDIUMGeographicFlorida26%10-K Item 1A: '125 of our MH, RV, and UK communities, representing 26.4% of developed sites, are located in Florida'
- MEDIUMGeographicMichigan19%10-K Item 1A: '89 communities, representing 19.4% of developed sites, are located in Michigan'
- LOWGeographicUK12%10-K Item 1A: '53 communities, representing 12.1% of developed sites, are located in the UK'
Material Events(8-K, last 90d)
- 2026-03-27Item 4.01HIGHDeloitte & Touche LLP appointed as new independent registered public accounting firm for fiscal year ending December 31, 2026, effective upon filing of Q1 2026 10-Q. No disagreement with prior auditor cited.SEC filing →
- 2026-03-09Item 5.02LOWJohn B. McLaren (current President, 24-year company veteran) appointed Chief Operating Officer effective March 9, 2026, assuming additional operational responsibilities. Clean internal appointment; no vacancy created.SEC filing →
- 2026-02-10Item 5.02HIGHFernando Castro-Caratini appointed interim CFO effective February 4, 2026. Company initiated broad, comprehensive search for permanent CFO. No permanent successor named.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer
Rating Breakdown
1 floor-breaker
Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. At $121.94, A.R:R 1.1:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Thin upside margin: 5.4%; Sector modifier (Real Estate): -1.2. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Prior stop was $117.42. Score 5.4/10, moderate confidence.
Take-profit target: $128.55 (+5.4% upside). Prior stop was $117.42. Stop-loss: $117.42.
Thin upside margin: 5.4%; Sector modifier (Real Estate): -1.2; Negative momentum.
Sun Communities, Inc. trades at a P/E of N/A (forward 43.5). TrendMatrix value score: 5.3/10. Verdict: Sell.
21 analysts cover SUI with a consensus score of 3.8/5. Average price target: $143.
What does Sun Communities, Inc. do?Sun Communities is a self-administered REIT owning 513 MH, RV, and UK holiday park communities with 178,650 developed...
Sun Communities is a self-administered REIT owning 513 MH, RV, and UK holiday park communities with 178,650 developed sites across the U.S., Canada, and UK as of December 31, 2025. Revenue derives from leasing individual sites to residents and guests, with home sales through its SHS subsidiary supporting occupancy.