Stock Traders Purchase Large Volume of Call Options on Sunrun (NASDAQ:RUN)

Posted by Geri Gentry on Nov 4th, 2026

Sunrun Inc. (NASDAQ:RUN – Get Free Report) was the recipient of unusually large options trading on Monday. Stock traders acquired 44,803 call options on the company. This represents an increase of 70% compared to the typical volume of 26,393 call options.

Insider Transactions at Sunrun

In other news, insider Jeanna Steele sold 10,042 shares of the company’s stock in a transaction on Tuesday, October 6th. The stock was sold at an average price of $7.76, for a total value of $77,925.92. Following the completion of the sale, the insider owned 451,673 shares in the company, valued at $3,504,982.48. This represents a 2.17% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CRO Paul S. Dickson sold 15,837 shares of the company’s stock in a transaction on Tuesday, October 6th. The shares were sold at an average price of $7.76, for a total value of $122,895.12. Following the completion of the sale, the executive owned 823,702 shares of the company’s stock, valued at approximately $6,391,927.52. This trade represents a 1.89% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last ninety days, insiders have sold 68,719 shares of company stock valued at $533,277. 3.55% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in RUN. Amundi lifted its position in shares of Sunrun by 56.3% in the first quarter. Amundi now owns 3,300,626 shares of the energy company’s stock worth $44,798,000 after purchasing an additional 1,188,564 shares in the last quarter. Bank of New York Mellon Corp acquired a new stake in shares of Sunrun during the second quarter worth approximately $18,120,000. Connor Clark & Lunn Investment Management Ltd. acquired a new stake in shares of Sunrun during the second quarter worth approximately $4,210,000. EP Wealth Advisors LLC purchased a new position in Sunrun during the second quarter valued at approximately $1,960,000. Finally, Bank of America Corp DE purchased a new position in Sunrun during the second quarter valued at approximately $29,953,000. 91.69% of the stock is currently owned by institutional investors and hedge funds.

Sunrun Stock Performance

Shares of NASDAQ RUN opened at $8.68 on Wednesday. The stock’s fifty day simple moving average is $8.10 and its 200 day simple moving average is $12.38. The stock has a market capitalization of $2.09 billion, a price-to-earnings ratio of 5.86 and a beta of 2.35. The company has a quick ratio of 1.00, a current ratio of 1.42 and a debt-to-equity ratio of 3.34. Sunrun has a 52-week low of $6.78 and a 52-week high of $21.95.

Sunrun (NASDAQ:RUN – Get Free Report) last announced its earnings results on Wednesday, August 5th. The energy company reported $0.42 EPS for the quarter, beating the consensus estimate of $0.23 by $0.19. The business had revenue of $869.99 million during the quarter, compared to the consensus estimate of $746.87 million. Sunrun had a return on equity of 9.59% and a net margin of 11.59%. Sunrun’s revenue was up 52.8% compared to the same quarter last year. During the same period in the prior year, the business posted $1.07 earnings per share. As a group, sell-side analysts forecast that Sunrun will post 1.46 earnings per share for the current fiscal year.

Key Headlines Impacting Sunrun

Here are the key news stories impacting Sunrun this week:

Positive Sentiment: Sunrun said participation in its Puerto Rico virtual power plant doubled to more than 60,000 customers, representing nearly 70,000 home batteries. The network can provide 45 megawatts of dispatchable power for four hours, supporting the island’s grid. The expansion is a positive sign for customer adoption and the usefulness of Sunrun’s battery fleet, though its direct financial contribution was not specified. Sunrun Puerto Rico announcement
Positive Sentiment: Solar stocks rose for a second consecutive session ahead of a busy earnings period. Sunrun’s move alongside Enphase and SolarEdge suggests the broader sector rebound is also supporting RUN, rather than the move reflecting a company-specific earnings surprise. Solar stocks extend rebound
Neutral Sentiment: Investors are looking ahead to Sunrun’s Q3 report, with analysts’ estimates for the September quarter in focus. The cited article discusses expectations and key metrics, not reported results, so earnings could add volatility once released. Sunrun Q3 estimates

Analysts Set New Price Targets

A number of equities research analysts have weighed in on RUN shares. Weiss Ratings raised shares of Sunrun from a “sell (d)” rating to a “sell (d+)” rating in a report on Friday, October 9th. Morgan Stanley lowered their price objective on shares of Sunrun from $15.00 to $10.00 and set an “equal weight” rating on the stock in a research note on Wednesday, October 14th. Susquehanna lowered their price objective on shares of Sunrun from $15.00 to $13.00 and set a “positive” rating on the stock in a research note on Wednesday, October 14th. Oppenheimer reiterated an “outperform” rating and issued a $20.00 target price on shares of Sunrun in a report on Thursday, August 6th. Finally, Royal Bank Of Canada cut their target price on shares of Sunrun from $18.00 to $14.00 and set an “outperform” rating for the company in a research note on Thursday, August 6th. Twelve equities research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $14.39.

Check Out Our Latest Stock Analysis on RUN

Sunrun Company Profile

(Get Free Report)

Sunrun Inc is a residential clean-energy company that designs, sells, installs, owns and maintains home solar energy systems. The company provides rooftop solar panels and related equipment through purchase and financing options, as well as subscription-based solar-as-a-service arrangements under which customers pay for the electricity their systems produce.

Sunrun also offers home energy storage through its Brightbox battery product. These systems can store solar-generated electricity for use when solar production is unavailable and may provide backup power during grid outages.