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SUI

Sun Communities, Inc.

SUI

NYSE·Real Estate·REIT - Residential·Mkt cap $14.9B

$123.30

+2.09%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$115.53 - $137.85

P/E

11.20

Fwd P/E

41.38

Beta

0.79

Div Yield

3.58%

Avg Vol

957.1K

Shares Out

123.2M

Mkt Cap

$14.9B

Price action

Price chart

Down 6.0% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

5 reasons

  • Diversified portfolio across three property types reducing revenue concentration risk
  • Extensive geographic footprint spanning 39 states, Canada, Puerto Rico, and UK providing market diversification
  • Scale advantages with 603 properties enabling operational efficiency and vendor negotiating power
  • Essential residential infrastructure with stable, recurring rental income streams
  • Strong demand tailwinds from affordable housing shortage and growing RV lifestyle adoption

Bear Case

1 risk

  • Low volatility (beta 0.8).

Growth

Stable outlook

Demographic shift toward affordable housing alternatives driving MH community demand

Value

Fairly valued vs Residential REITs peers

Momentum

Weak

-6.5% over 3m

Quality

Strong

Strong fundamentals

Dividend

Solid

3.58% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: May 4, 2026

Q2 26 RECAP

APR 27, 2026

Reported EPS of $1.40 vs $1.31 consensus (+6.9% surprise). Revenue of $507.9M vs $472.4M expected (+7.5%). Beat on both top and bottom lines.

EPS beat +6.9%
Rev beat +7.5%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+6.9%

Next: May 4, 2026

Revenue trend · last 8Q

+3%

+0%

-29%

-25%

-30%

+7%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$858.7M

$934.4M

$740.6M

$465.8M

$607.0M

$697.2M

$515.2M

$500.5M

Margins · last 8Q

Gross

51.4%

Operating

11.0%

Profit

-1.2%

Wall Street consensus

8 analysts · 75% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

6

75%

Hold

2

25%

Sell

0%

Median Price Target

$144.00

+16.8% vs $123.30

Low $133.00
Median $144.00
High $151.00

Latest: Wells Fargo · May 29, 2026

6 analysts covering

vs Industry

How SUI stacks vs REIT - Residential

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.