Sun Communities (SUI) Stock Overview
Sun Communities, Inc. became a publicly owned corporation in December 1993. More details
| Snowflake Score | |
|---|---|
| Valuation | 3/6 |
| Future Growth | 3/6 |
| Past Performance | 1/6 |
| Financial Health | 2/6 |
| Dividends | 5/6 |
Rewards
Risk Analysis
SUI Community Fair Values
Create NarrativeSee what 18 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Sun Communities, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$113.75 |
| 52 Week High | US$137.85 |
| 52 Week Low | US$113.80 |
| Beta | 0.77 |
| 1 Month Change | -6.81% |
| 3 Month Change | -3.98% |
| 1 Year Change | -11.21% |
| 3 Year Change | -6.59% |
| 5 Year Change | -40.38% |
| Change since IPO | 461.73% |
Recent News & Updates
Recent updates
Narrative Update • Aug 23
SUI: UK Exit And Buybacks Will Drive Manufactured Housing Rerating
Sun Communities' analyst fair value estimate has shifted slightly lower from $142 to $139, as analysts factor in updated assumptions on discount rates, revenue growth, profit margins, and future P/E multiples, along with recent price target adjustments across the REIT coverage universe. Analyst Commentary Recent research on Sun Communities shows a wide range of opinions on valuation and execution, with price targets clustered in a relatively tight band but rating stances spread across Buy, Overweight, Outperform, Equal Weight and Underperform calls.Seeking Alpha • Jun 29
Sun Communities: The Market Is Undervaluing Its North American MH And RV Platform
Summary Sun Communities is rated 'Buy' due to resilient demand, high occupancy, and attractive valuation with a 3.7% dividend yield. SUI's portfolio simplification—exiting marinas and U.K. assets—sharpens its focus on North American manufactured housing and RV assets, enhancing capital allocation. SUI's BBB+ balance sheet, robust cash flow, and data-driven operations position it for 6-8% FFO/share growth and 10-12% total returns potential. Read the full article on Seeking AlphaNarrative Update • Jun 22
SUI: UK Exit And Buybacks Will Support Cleaner REIT Upside
The analyst price target for Sun Communities has been adjusted slightly lower from $142.11 to $142.00 as analysts update their models to reflect the announced sale of the company’s U.K. assets and its impact on valuation assumptions. Analyst Commentary Recent research updates on Sun Communities cluster around the announced sale of the U.K. assets, with analysts refining their models and price targets to reflect the new footprint and capital allocation plans.Narrative Update • Jun 03
SUI: UK Exit And Buybacks Will Support Measured REIT Upside
Analysts have trimmed the Sun Communities fair value estimate slightly from about $142.83 to $142.11, reflecting updated assumptions around slower revenue growth, a higher discount rate, and continued portfolio simplification after the U.K. asset sale, while still citing support from mixed but generally constructive price target revisions across the Street. Analyst Commentary Recent Street research shows a mix of optimism and caution around Sun Communities, with price targets clustering in a relatively tight range and reflecting different views on execution, capital allocation, and the impact of the U.K. exit.Narrative Update • Apr 28
SUI: 2026 Guidance And Investment Capacity Will Drive Measured REIT Upside
Analysts have trimmed the Sun Communities fair value estimate slightly to $142.83 from $143.39, reflecting modest shifts in the discount rate, long-term margin, and future P/E assumptions, while Street research remains broadly constructive with a mix of upward and downward price target revisions. Analyst Commentary Recent Street research around Sun Communities shows a generally constructive tone, with most updates focusing on refreshed models after Q4 results, new leadership, and revised targets that cluster around the current fair value estimate range.Narrative Update • Apr 11
SUI: 2026 Guidance And Capital Deployment Will Support Measured REIT Upside
Analysts have nudged the Sun Communities fair value estimate slightly lower to $143.39 from $143.41. This reflects refreshed models that incorporate a modestly higher discount rate, a future P/E of about 48.6x, and a wave of new and raised Street price targets clustered around $140 to $155.Narrative Update • Mar 28
SUI: 2026 Guidance And Capital Deployment Firepower Will Support REIT Upside
Narrative Update The updated analyst price target for Sun Communities is essentially unchanged at about $143.41. Analysts are balancing slightly lower revenue growth assumptions with a modestly higher profit margin outlook and a small reduction in the projected P/E multiple, supported by a cluster of recent target tweaks and generally positive ratings across firms.Narrative Update • Mar 12
SUI: 2026 Guidance And Capital Returns Will Support Measured REIT Outlook
Our Sun Communities price target has increased slightly to $143.47 from $140.24, reflecting analysts' updated models around Q4 results, 2026 guidance, and a series of new Street targets clustered in the $140 to $155 range. Analyst Commentary Recent Street research around Sun Communities clusters price targets in a relatively tight $127 to $155 range, with most updates linked to Q4 results and 2026 guidance.Narrative Update • Feb 26
SUI: 2026 Guidance And Buybacks Will Shape Fairly Balanced Outlook
Analysts have nudged their average price target on Sun Communities slightly higher to reflect updated 2026 guidance and sector outlooks, including recent target moves in the $127 to $148 range that are tied to refreshed views on revenue growth, margins, and future price-to-earnings assumptions. Analyst Commentary Recent price target adjustments on Sun Communities cluster in the $127 to $148 range, with analysts tuning their models around the company's 2026 guidance and broader real estate assumptions.Seeking Alpha • Mar 25
Bear Thesis Crushed As Massive Deal Leaves Bears Speechless: Sun Communities
Summary Sun Communities sold its interest in Safe Harbor Marinas, significantly reducing leverage and strengthening its balance sheet. This transaction showcases SUI's strong financial management and strategic decision-making. Post-transaction, SUI's net debt to EBITDA drops to 2.5x-3x, making it one of the least leveraged REITs. Despite lower gross revenue, SUI's focus on mobile homes and RV sites enhances its business model and reduces investment risk. Read the full article on Seeking AlphaSeeking Alpha • Jan 26
Sun Communities: Not Your Ordinary Residential Landlord
Summary Sun Communities, a leading REIT in manufactured housing, RV communities, and marinas, is undervalued and offers a conservative upside with a "Buy" rating at $140/share. Despite a sub-3.1% yield, SUI's unique asset mix and historical performance make it a strong investment, with expected 15% annual returns. The company's fundamentals are solid, with high occupancy rates, strategic debt reduction, and growth in earnings and AFFO projected for 2025 and beyond. SUI's valuation premium is justified by its unique assets and consistent performance, making it attractive below $130/share and a bargain under $110/share. Read the full article on Seeking AlphaSeeking Alpha • Nov 10
Sun Communities Is A Bargain After Bad Quarter
Summary Sun Communities had a disappointing quarter, with Core FFO and annual guidance falling below consensus estimates due to non-recurring overhead expenses and increased property operating costs. Management is aware of the challenges and is committed to addressing underperformance, aiming for a return to growth in 2025. I remain bullish on SUI stock, believing it to be one of the more attractive equity REITs, despite industry-wide challenges from higher interest rates. Read the full article on Seeking AlphaShareholder Returns
| SUI | US Residential REITs | US Market | |
|---|---|---|---|
| 7D | -0.6% | -0.5% | 0.5% |
| 1Y | -11.2% | -5.5% | 12.0% |
Return vs Industry: SUI underperformed the US Residential REITs industry which returned -5.5% over the past year.
Return vs Market: SUI underperformed the US Market which returned 12% over the past year.
Price Volatility
| SUI volatility | |
|---|---|
| SUI Average Weekly Movement | 3.1% |
| Residential REITs Industry Average Movement | 3.0% |
| Market Average Movement | 6.8% |
| 10% most volatile stocks in US Market | 15.2% |
| 10% least volatile stocks in US Market | 2.9% |
Stable Share Price: SUI has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: SUI's weekly volatility (3%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1975 | 3,611 | Charles Young | www.suncommunities.com |
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 June 30, 2026, the Company owned, operated, or had an interest in a portfolio of 455 developed MH and RV properties comprising approximately 156,130 developed sites in the U.S. and Canada.
Sun Communities, Inc. Fundamentals Summary
| SUI fundamental statistics | |
|---|---|
| Market cap | US$14.27b |
| Earnings (TTM) | US$136.50m |
| Revenue (TTM) | US$2.33b |
101.5x
P/E Ratio5.9x
P/S RatioIs SUI overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| SUI income statement (TTM) | |
|---|---|
| Revenue | US$2.33b |
| Cost of Revenue | US$1.08b |
| Gross Profit | US$1.25b |
| Other Expenses | US$1.12b |
| Earnings | US$136.50m |
Last Reported Earnings
Jun 30, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 1.12 |
| Gross Margin | 53.68% |
| Net Profit Margin | 5.85% |
| Debt/Equity Ratio | 72.4% |
How did SUI perform over the long term?
See historical performance and comparisonDividends
3.9%
Current Dividend Yield3%
Payout RatioDoes SUI pay a reliable dividends?
See SUI dividend history and benchmarks| Sun Communities dividend dates | |
|---|---|
| Ex Dividend Date | Sep 30 2026 |
| Dividend Pay Date | Oct 15 2026 |
| Days until Ex dividend | 11 days |
| Days until Dividend pay date | 26 days |
Does SUI pay a reliable dividends?
See SUI dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/18 22:08 |
| End of Day Share Price | 2026/09/18 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Sun Communities, Inc. is covered by 39 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Wesley Golladay | Baird |
| Richard Hightower | Barclays |
| "Jason Wayne | Barclays |