Masters Capital Management LLC Makes New Investment in Sunrun Inc. $RUN

Posted by Stanley Muller on Jul 27th, 2026

Masters Capital Management LLC bought a new position in shares of Sunrun Inc. (NASDAQ:RUN – Free Report) in the first quarter, Holdings Channel.com reports. The fund bought 500,000 shares of the energy company’s stock, valued at approximately $6,780,000.

Other hedge funds have also modified their holdings of the company. Dimensional Fund Advisors LP lifted its stake in shares of Sunrun by 2.6% in the first quarter. Dimensional Fund Advisors LP now owns 6,519,053 shares of the energy company’s stock worth $88,375,000 after buying an additional 165,196 shares in the last quarter. Invesco Ltd. grew its stake in Sunrun by 26.6% during the 4th quarter. Invesco Ltd. now owns 5,868,199 shares of the energy company’s stock valued at $107,975,000 after acquiring an additional 1,231,628 shares in the last quarter. Geode Capital Management LLC grew its stake in Sunrun by 3.8% during the 4th quarter. Geode Capital Management LLC now owns 5,663,239 shares of the energy company’s stock valued at $104,220,000 after acquiring an additional 205,627 shares in the last quarter. Contour Asset Management LLC acquired a new stake in Sunrun in the 4th quarter valued at about $98,010,000. Finally, Voloridge Investment Management LLC raised its holdings in Sunrun by 47.3% in the 4th quarter. Voloridge Investment Management LLC now owns 3,425,297 shares of the energy company’s stock valued at $63,025,000 after acquiring an additional 1,100,666 shares during the last quarter. 91.69% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other Sunrun news, insider Jeanna Steele sold 9,897 shares of the stock in a transaction dated Monday, July 6th. The shares were sold at an average price of $13.19, for a total transaction of $130,541.43. Following the completion of the transaction, the insider owned 461,715 shares of the company’s stock, valued at $6,090,020.85. This trade represents a 2.10% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CRO Paul S. Dickson sold 15,613 shares of Sunrun stock in a transaction dated Monday, July 6th. The shares were sold at an average price of $13.18, for a total transaction of $205,779.34. Following the sale, the executive owned 839,539 shares of the company’s stock, valued at approximately $11,065,124.02. This represents a 1.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last ninety days, insiders sold 223,045 shares of company stock worth $3,081,335. 3.55% of the stock is currently owned by corporate insiders.

Sunrun Stock Performance

Shares of Sunrun stock opened at $9.94 on Monday. The stock has a 50 day moving average of $13.20 and a 200 day moving average of $14.68. The company has a debt-to-equity ratio of 3.44, a quick ratio of 1.09 and a current ratio of 1.45. The firm has a market capitalization of $2.37 billion, a price-to-earnings ratio of 4.67 and a beta of 2.32. Sunrun Inc. has a fifty-two week low of $9.01 and a fifty-two week high of $22.44.

Sunrun (NASDAQ:RUN – Get Free Report) last posted its earnings results on Wednesday, May 6th. The energy company reported $0.62 EPS for the quarter, beating analysts’ consensus estimates of ($0.05) by $0.67. Sunrun had a return on equity of 14.06% and a net margin of 17.88%.The company had revenue of $722.23 million for the quarter, compared to the consensus estimate of $688.50 million. During the same quarter in the previous year, the business earned $0.20 earnings per share. The company’s revenue for the quarter was up 43.2% on a year-over-year basis. As a group, research analysts predict that Sunrun Inc. will post 1.01 earnings per share for the current year.

Wall Street Analysts Forecast Growth

RUN has been the topic of several recent research reports. JPMorgan Chase & Co. lowered their target price on Sunrun from $25.00 to $22.00 and set an “overweight” rating on the stock in a report on Thursday, April 16th. Wall Street Zen cut Sunrun from a “hold” rating to a “sell” rating in a report on Saturday, April 25th. Susquehanna reduced their price objective on Sunrun from $19.00 to $18.00 and set a “positive” rating on the stock in a research report on Friday, July 10th. Glj Research restated a “sell” rating and issued a $4.63 target price on shares of Sunrun in a report on Friday, July 10th. Finally, Roth Capital reaffirmed a “buy” rating on shares of Sunrun in a research note on Thursday, July 9th. Twelve investment analysts have rated the stock with a Buy rating, eight have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, Sunrun currently has a consensus rating of “Hold” and a consensus price target of $18.81.

Get Our Latest Stock Analysis on Sunrun

Sunrun Company Profile

(Free Report)

Sunrun, Inc (NASDAQ: RUN) is a leading provider of residential solar energy systems in the United States. The company designs, installs and maintains rooftop solar panels and battery storage solutions for homeowners under flexible financing arrangements. Customers can choose from leasing, power purchase agreements or solar ownership models, all of which are supported by Sunrun’s network of installation partners and service technicians. Sunrun also offers integrated home energy management services, including its Brightbox battery storage product, which enables customers to store solar energy for use during peak hours or power outages.

Founded in 2007 by Lynn Jurich, Ed Fenster and Nat Kreamer, Sunrun is headquartered in San Francisco, California.