Sun Communities (NYSE:SUI) Updates Q3 2025 Earnings Guidance

Key Points

• Sun Communities has updated its Q3 2025 earnings guidance, projecting an EPS of 2.130-2.230, slightly above the consensus estimate of 2.137.
• The company increased its annual dividend from $0.94 to $1.04 per share, reflecting a dividend yield of 3.56%.
• Despite a current market cap of $14.90 billion, recent analyst activity has resulted in a range of ratings, with a consensus average price target of $137.86 and a general rating of "Hold".

Sun Communities (NYSE:SUI - Get Free Report) updated its third quarter 2025 earnings guidance on Wednesday. The company provided EPS guidance of 2.130-2.230 for the period, compared to the consensus EPS estimate of 2.137. The company issued revenue guidance of -. Sun Communities also updated its FY 2025 guidance to 6.510-6.670 EPS.

Sun Communities Stock Performance

Sun Communities stock traded up $0.41 during mid-day trading on Friday, hitting $124.44. The company had a trading volume of 584,864 shares, compared to its average volume of 853,599. The company has a market capitalization of $15.88 billion, a price-to-earnings ratio of 12.18, a P/E/G ratio of 7.92 and a beta of 0.86. Sun Communities has a 12-month low of $109.22 and a 12-month high of $147.83. The company's fifty day moving average is $124.72 and its 200-day moving average is $125.72. The company has a current ratio of 2.25, a quick ratio of 2.25 and a debt-to-equity ratio of 1.01.

Sun Communities (NYSE:SUI - Get Free Report) last posted its earnings results on Wednesday, July 30th. The real estate investment trust reported $1.76 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.67 by $0.09. Sun Communities had a net margin of 48.86% and a negative return on equity of 0.61%. The firm had revenue of $623.50 million during the quarter, compared to analysts' expectations of $614.79 million. During the same period in the previous year, the business posted $1.86 EPS. Equities research analysts predict that Sun Communities will post 6.77 EPS for the current year.

Sun Communities Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, July 31st. Stockholders of record on Monday, June 30th were paid a dividend of $1.04 per share. This represents a $4.16 annualized dividend and a dividend yield of 3.3%. The ex-dividend date of this dividend was Monday, June 30th. This is an increase from Sun Communities's previous quarterly dividend of $0.94. Sun Communities's dividend payout ratio is currently 40.70%.

Analyst Ratings Changes

Several equities analysts recently weighed in on SUI shares. Deutsche Bank Aktiengesellschaft set a $135.00 price target on Sun Communities and gave the company a "hold" rating in a research note on Wednesday, June 25th. Royal Bank Of Canada cut their price objective on Sun Communities from $147.00 to $143.00 and set an "outperform" rating for the company in a research report on Friday. Morgan Stanley assumed coverage on Sun Communities in a research note on Tuesday, July 15th. They set an "equal weight" rating and a $135.00 target price for the company. JMP Securities reissued a "market outperform" rating and issued a $140.00 price target on shares of Sun Communities in a research note on Tuesday, May 20th. Finally, Wall Street Zen lowered shares of Sun Communities from a "hold" rating to a "sell" rating in a report on Saturday, June 21st. Two analysts have rated the stock with a sell rating, eight have given a hold rating and six have assigned a buy rating to the company's stock. According to MarketBeat, the company presently has an average rating of "Hold" and an average price target of $137.57.

Insider Activity

In other Sun Communities news, Director Jeff Blau purchased 3,665 shares of the firm's stock in a transaction dated Friday, May 23rd. The shares were purchased at an average cost of $117.99 per share, with a total value of $432,433.35. Following the completion of the purchase, the director owned 3,665 shares in the company, valued at approximately $432,433.35. This represents a ∞ increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available through this link. 1.77% of the stock is owned by insiders.

Institutional Trading of Sun Communities

Large investors have recently bought and sold shares of the business. Goldman Sachs Group Inc. lifted its stake in Sun Communities by 21.1% in the 1st quarter. Goldman Sachs Group Inc. now owns 195,339 shares of the real estate investment trust's stock worth $25,128,000 after purchasing an additional 33,981 shares in the last quarter. AQR Capital Management LLC grew its position in shares of Sun Communities by 17.8% in the first quarter. AQR Capital Management LLC now owns 12,076 shares of the real estate investment trust's stock valued at $1,554,000 after purchasing an additional 1,827 shares in the last quarter. Empowered Funds LLC increased its holdings in shares of Sun Communities by 32.5% in the first quarter. Empowered Funds LLC now owns 3,376 shares of the real estate investment trust's stock valued at $434,000 after purchasing an additional 829 shares during the last quarter. Finally, Acadian Asset Management LLC purchased a new position in Sun Communities during the first quarter worth approximately $362,000. Hedge funds and other institutional investors own 99.59% of the company's stock.

Sun Communities Company Profile

Established in 1975, Sun Communities, Inc became a publicly owned corporation in December 1993. The Company is a fully integrated REIT listed on the New York Stock Exchange under the symbol: SUI. As of December 31, 2023, the Company owned, operated, or had an interest in a portfolio of 667 developed MH, RV and Marina properties comprising 179,310 developed sites and approximately 48,030 wet slips and dry storage spaces in the U.S., the UK and Canada.