Universal Beteiligungs und Servicegesellschaft mbH Lowers Stock Position in Sun Communities, Inc. $SUI

Key Points

• Universal Beteiligungs und Servicegesellschaft mbH trimmed its stake in Sun Communities by 7.0% in Q4, selling 19,209 shares and ending the quarter with 254,925 shares valued at about $31.6 million.
• Dividend increased: Sun Communities raised its quarterly payout to $1.12 (annualized $4.48), yielding roughly 3.5% with a payout ratio near 41.7%.
• Analysts and results: The stock carries an average "Moderate Buy" rating with a mean price target of $139.73; the company beat Q results (EPS $1.40 vs. $1.37) and guided FY2026 EPS to $6.83–$7.03.

Universal Beteiligungs und Servicegesellschaft mbH lessened its stake in shares of Sun Communities, Inc. (NYSE:SUI - Free Report) by 7.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 254,925 shares of the real estate investment trust's stock after selling 19,209 shares during the quarter. Universal Beteiligungs und Servicegesellschaft mbH owned 0.21% of Sun Communities worth $31,619,000 as of its most recent SEC filing.

Other hedge funds also recently bought and sold shares of the company. Thurston Springer Miller Herd & Titak Inc. boosted its stake in Sun Communities by 1,226.7% during the fourth quarter. Thurston Springer Miller Herd & Titak Inc. now owns 199 shares of the real estate investment trust's stock worth $25,000 after buying an additional 184 shares during the period. Aster Capital Management DIFC Ltd purchased a new position in shares of Sun Communities in the third quarter valued at approximately $27,000. Fulcrum Asset Management LLP purchased a new position in shares of Sun Communities in the third quarter valued at approximately $27,000. Global X Japan Co. Ltd. purchased a new position in shares of Sun Communities in the fourth quarter valued at approximately $33,000. Finally, Assetmark Inc. boosted its stake in shares of Sun Communities by 55.7% in the third quarter. Assetmark Inc. now owns 271 shares of the real estate investment trust's stock valued at $35,000 after purchasing an additional 97 shares during the period. Hedge funds and other institutional investors own 99.59% of the company's stock.

Analysts Set New Price Targets

SUI has been the topic of several analyst reports. Citigroup raised their target price on shares of Sun Communities from $150.00 to $155.00 and gave the company a "buy" rating in a report on Monday, March 2nd. Barclays raised their price objective on shares of Sun Communities from $144.00 to $148.00 and gave the stock an "overweight" rating in a report on Friday, March 6th. Robert W. Baird raised their price objective on shares of Sun Communities from $136.00 to $140.00 and gave the stock a "neutral" rating in a report on Friday, March 6th. Mizuho started coverage on shares of Sun Communities in a report on Tuesday, March 31st. They set an "outperform" rating and a $143.00 price objective on the stock. Finally, UBS Group raised their price objective on shares of Sun Communities from $126.00 to $127.00 and gave the stock a "neutral" rating in a report on Thursday, January 8th. Ten research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat, the company presently has an average rating of "Moderate Buy" and an average price target of $139.73.

Sun Communities Price Performance

Sun Communities stock opened at $129.77 on Friday. Sun Communities, Inc. has a 52 week low of $115.53 and a 52 week high of $137.85. The company has a quick ratio of 4.43, a current ratio of 4.43 and a debt-to-equity ratio of 0.58. The firm's 50-day simple moving average is $131.16 and its 200 day simple moving average is $127.33. The firm has a market capitalization of $15.99 billion, a PE ratio of 12.08, a P/E/G ratio of 4.37 and a beta of 0.90.

Sun Communities (NYSE:SUI - Get Free Report) last released its quarterly earnings data on Tuesday, February 24th. The real estate investment trust reported $1.40 EPS for the quarter, topping the consensus estimate of $1.37 by $0.03. The business had revenue of $515.20 million for the quarter, compared to analyst estimates of $509.40 million. Sun Communities had a net margin of 61.86% and a negative return on equity of 0.04%. The business's revenue for the quarter was up .1% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.41 EPS. 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. On average, equities research analysts predict that Sun Communities, Inc. will post 6.93 EPS for the current fiscal year.

Sun Communities Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, April 15th. Shareholders of record on Tuesday, March 31st were issued a $1.12 dividend. This is a positive change from Sun Communities's previous quarterly dividend of $1.04. The ex-dividend date was Tuesday, March 31st. This represents a $4.48 dividend on an annualized basis and a yield of 3.5%. Sun Communities's payout ratio is currently 41.71%.

Insider Transactions at Sun Communities

In other Sun Communities news, Director Clunet R. Lewis sold 3,800 shares of the company's stock in a transaction dated Thursday, March 5th. The shares were sold at an average price of $136.01, for a total value of $516,838.00. Following the transaction, the director directly owned 16,817 shares in the company, valued at approximately $2,287,280.17. This represents a 18.43% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 1.58% of the company's stock.

About Sun Communities

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.

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