Sun Communities, Inc. (SUI) Stock Analysis
Real Estate · REIT - Residential
Hold if already holding. Not a fresh buy at $125.85, but acceptable to hold if already in. Reason: Analyst target reached - limited upside remaining.
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
Hold if already holding. Not a fresh buy at $125.85, but acceptable to hold if already in. Reason: Analyst target reached - limited upside remaining. Chart setup: No clear chart pattern; technical signals are mixed. News gate: 0 distinct critical events (0 MATERIAL_RISK articles) Score 5.6/10, moderate confidence.
Passes 6/8 gates (positive momentum, clean insider activity, news events none recent, earnings proximity 48d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio and SEC filing concern. Suitability: moderate.
Recent developments
updated 2026-06-12Recent Developments — Sun Communities, Inc.
Latest news
- NEWS SUI Maintained by RBC Capital -- Price Target Raised to $151 - GuruFocus — GuruFocus positive
- NEWS Analysts’ Opinions Are Mixed on These Real Estate Stocks: American Healthcare REIT, Inc. (AHR) and Sun Communities (SUI) — The Globe and Mail neutral
- NEWS Sun Communities CFO Castro-Caratini sells $2.96m in stock By Investing.com - Investing.com Nigeria — Investing.com Nigeria negative
- NEWS Sun Communities (NYSE:SUI) EVP Sells $2,955,212.50 in Stock - MarketBeat — MarketBeat neutral
- NEWS Sun Communities CFO Castro-Caratini sells $2.96m in stock - Investing.com — Investing.com negative
Generated 2026-06-15T12:21:43Z.
Upcoming dated catalysts
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.
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Rating Breakdown
10 dimensions · all in-band
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $125.85, but acceptable to hold if already in. Reason: Analyst target reached - limited upside remaining. Chart setup: No clear chart pattern; technical signals are mixed. News gate: 0 distinct critical events (0 MATERIAL_RISK articles) Target $127.80 (+1.5%), stop $112.85 (−11.5%), A.R:R 0.3:1. Score 5.6/10, moderate confidence.
Take-profit target: $127.80 (+7.5% upside). Target $127.80 (+1.5%), stop $112.85 (−11.5%), A.R:R 0.3:1. Stop-loss: $112.85.
Analyst target reached - limited upside remaining.
Sun Communities, Inc. trades at a P/E of N/A (forward 44.9). TrendMatrix value score: 4.6/10. Verdict: Hold.
21 analysts cover SUI with a consensus score of 3.9/5. Average price target: $142.
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.