SUI · Sun Communities Inc
$122.92
-0.27 (-0.22%)
At close · Aug 28
Market Cap
$15.19B
Shares
123.23M
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$122.92
Open$123.57
Day$122.59–124.60
52W close$118.29–137.18
Avg vol 30d2.1M
Short int4.1M · 3.4% float · 4.0d
Short vol41%
Last earningsJul 28, 2026
DataJan 2020–Aug 2026
Filing10-Q · Jul 28
Up next
Next earnings call
Oct 27, 2026
Est · unconfirmed
· in 8 wks
FQ2-27 quarter ends
~Nov 13, 2026
Est
filed Jul 28, 2026
Equibles Rating
blended score · not investment adviceOverall
Neutral
SellHoldBuy
Technical
Buy
Momentum
Weak
Sentiment
Neutral
Fundamentals
Strong
Quant / Vol
Very Low
Market backdrop
VIX 14.4 · calm
Equity put/call 0.39
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
−2%
below
Price vs 50-day avg
+1%
above
RSI (14)
52
neutral
MACD trend
Positive
52-week position
25%
mid-range
Momentum
relative strength
1-month return
0%
trailing
6-month return
−9%
trailing
YTD return
−1%
this year
Relative strength
−23%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $121 › 200d $126 — 200d above 50d
Institutional flow
Accumulating
+3% holders QoQ · +84 funds added
Insider flow
Distributing
Net -$3.0M over 90 days · 100% sells
Short interest
Rising
3.35% of float · ▲ +0.2% MoM · 4.0 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
529 holders — near 3-yr high, broad support
Squeeze score
61
elevated · 0–100
Fundamentals
Revenue growth
+2%
Y/Y
EPS growth
+1427%
Y/Y
Buyback
$1.0B
authorized
Balance sheet
$7.3B
net debt
Quant / Vol
risk profile
Volatility
20%
annualized · 1-yr
Max drawdown
−14%
past year
ATR
2.1%
of price · 14-day
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Prior guidance
period ended
· from the 8-K filed Jul 27, 2026
Revenues from real property (North America Same Property)
· Full Year 2026
3.9% – 4.6%
Total property operating expenses (North America Same Property)
· Full Year 2026
2.5% – 2.8%
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Buy
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
−2%
Neutral
Price vs 50-day avg
+1%
Bullish
RSI (14)
52
Neutral
MACD trend
Positive
Bullish
52-week position
25%
Neutral
Market signals — smart money & positioning
Mixed
Trend (MA cross)
No cross
50d $121 › 200d $126 — 200d above 50d
Institutional flow
Accumulating
+3% holders QoQ · +84 funds added
Insider flow
Distributing
Net -$3.0M over 90 days · 100% sells
Short interest
Rising
3.35% of float · ▲ +0.2% MoM · 4.0 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
529 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $118
Now $123 · 25%
Range high $137
vs 200-day avg -2%
vs 50-day avg +1%
Illustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Annual RV sites occupancy | 100% | Q2 2026 | — |
| Average monthly base rent per site | $730 | As of June 30, 2026 | — |
| Average Selling Price | $85,276 | Quarter Ended June 30, 2026 | — |
| Core FFO per Share non-GAAP | $3.24 | Six Months Ended June 30, 2026 | — |
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| EBITDAre non-GAAP | $448.8M | Six Months Ended June 30, 2026 | — |
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| FFO per Share non-GAAP | $2.71 | Six Months Ended June 30, 2026 | — |
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| Home sales NOI | $3.3M | Quarter Ended June 30, 2026 | — |
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| MH and annual RV sites occupancy | 97.9% | Q2 2026 | — |
| MH Real Property NOI non-GAAP | $186.5M | Q2 2026 | — |
| MH sites occupancy | 97.3% | Q2 2026 | — |
| Monthly rent per site – MH rental program | $1,409 | As of June 30, 2026 | — |
| Net Debt to trailing twelve-month Recurring EBITDA non-GAAP | 3.9 | As of June 30, 2026 | — |
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| Number of MH and annual RV revenue producing sites increase | 250 | Q2 2026 | — |
| Number of occupied sites, end of period | 12,750 | As of June 30, 2026 | — |
| Number of Properties | 455 | As of June 30, 2026 | — |
| Number of Properties (MH / RV) | 455 | Q2 2026 | — |
| Number of Properties (MH) | 282 | As of June 30, 2026 | — |
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| Number of Properties (RV) | 152 | As of June 30, 2026 | — |
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| Real Property NOI | $497M | Six Months Ended June 30, 2026 | — |
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| Recurring Capital Expenditures | $29.7M | Six Months Ended June 30, 2026 | — |
| Recurring EBITDA non-GAAP | $459.6M | Six Months Ended June 30, 2026 | — |
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| Resident Move-outs % of Total Sites | 5.8% | 2026 - YTD as of June 30 | — |
| RV Real Property NOI non-GAAP | $74.1M | Q2 2026 | — |
| Same Property Adjusted Blended Occupancy for MH and RV | 98.8% | Q2 2026 | — |
| Same Property NOI growth non-GAAP | 6.1% | Six Months Ended June 30, 2026 | — |
| Same Property Number of properties | 282 | As of June 30, 2026 | — |
| Same Property Real Property NOI | $484.5M | Six Months Ended June 30, 2026 | — |
| Same Property Total Sites | 97,190 | As of June 30, 2026 | — |
| Sites | 133,370 | As of June 30, 2026 | — |
| Total Non-Recurring Capital Expenditures | $47.2M | Six Months Ended June 30, 2026 | — |
| Total Sites | 156,130 | As of June 30, 2026 | — |
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| TTM Recurring EBITDA / Interest non-GAAP | 6.6 | As of June 30, 2026 | — |
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| Units Sold | 326 | Quarter Ended June 30, 2026 | — |
| % change in monthly base rent | 5% | Q1 FY2026 | — |
| Core FFO non-GAAP | $179.1M | Q1 FY2026 | — |
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GAAP → non-GAAP reconciliationGAAP FFO $121.6M
+$2.2M Acquisition and other transaction costs - continuing operations
+$0M Acquisition and other transaction costs - discontinued operations
+$0.5M Catastrophic event-related charges, net - continuing operations
+$3.2M Loss of earnings - catastrophic event-related charges, net
+$8.9M Accelerated deferred compensation amortization
+$24.5M Gain / loss on foreign currency exchanges
+$6.4M Deferred tax (benefit) / expense
+$12.4M Long term lease termination losses
-$0.6M Other adjustments, net - continuing operations
+$0M Other adjustments, net - discontinued operations
= Core FFO $179.1M
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| FFO non-GAAP | $121.6M | Q1 FY2026 | — |
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GAAP → non-GAAP reconciliationGAAP Net Loss Attributable to SUI Common Shareholders -$8.7M
+$129.9M Depreciation and amortization - continuing operations
+$0M Depreciation and amortization - discontinued operations
+$0.3M Depreciation on nonconsolidated affiliates
+$0.3M Asset impairments - continuing operations
+$0M Asset impairments - discontinued operations
-$0.2M Gain on remeasurement of investment in nonconsolidated affiliates
-$0.1M Gain / loss on remeasurement of notes receivable
-$0.2M Gain / loss on dispositions of properties, including tax effect - continuing operations
+$2.7M Add: Returns on preferred OP units / equity interests
-$0.3M Add: Loss attributable to noncontrolling interests
-$2.1M Gain on disposition of assets, net
= FFO $121.6M
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| NOI non-GAAP | $255.4M | Q1 FY2026 | — |
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| North America Same Property adjusted blended occupancy for MH and RV | 98.7% | Q1 FY2026 | — |
| North America Same Property blended occupancy for MH and RV | 98.2% | Q1 FY2026 | — |
| North America Same Property NOI growth (MH and RV) | 6.3% | Quarter Ended March 31, 2026 | — |
| Number of Properties (UK) | 54 | Q1 FY2026 | — |
| Real Property NOI - MH non-GAAP | $185.7M | Quarter Ended March 31, 2026 | — |
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| Real Property NOI - RV non-GAAP | $50.7M | Quarter Ended March 31, 2026 | — |
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| Total home sales | 917 | Q1 FY2026 | — |
| Total Home Sales NOI | $11.9M | Q1 FY2026 | — |
| Total Properties | 515 | As of March 31, 2026 | — |
| Total Sites (including transient) | 179,300 | Q1 FY2026 | — |
| UK transient sites | 4,070 | Q1 FY2026 | — |
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| % of Total Sites - Resident Move-outs | 6.2% | 2025 | — |
| Ancillary NOI non-GAAP | $28M | Year Ended December 31, 2025 | — |
| Annual RV Sites | 33,330 | Q4 2025 | — |
| Average monthly base rent per site (MH Same Property) | $745 | Feb 24, 2026 | — |
| Average monthly base rent per site (RV Same Property) | $682 | Feb 24, 2026 | — |
| Average monthly base rent per site (UK Same Property) | $585 | Feb 24, 2026 | — |
| Average Selling Price - North America | $96,396 | Feb 24, 2026 | — |
| Blended MH and annual RV Occupancy | 97.9% | Q4 2025 | — |
| Blended MH and annual RV Occupancy - North America Total | 97.9% | As of December 31, 2025 | — |
| Brokered Re-sales | 1,646 | 2025 | — |
| Core FFO per common share and convertible securities non-GAAP | $6.68 | the year ended December 31, 2025 | — |
| Florida MH and Annual RV Occupancy | 97.1% | As of December 31, 2025 | — |
| Investment in occupied rental homes | $921.3M | Feb 24, 2026 | — |
| Leased Sites, Net | 1,138 | 2025 | — |
| MH and annual RV Sites - North America Florida | 47,190 | As of December 31, 2025 | — |
| MH leased sites, net | 178 | Q4 2025 | — |
| MH occupancy | 97.2% | Quarter Ended December 31, 2025 | — |
| MH Properties | 294 | Q4 2025 | — |
| MH Sites | 100,150 | Q4 2025 | — |
| Net Debt / Enterprise Value | 18.8% | As of December 31, 2025 | — |
| Net Debt / Gross Assets | 22.8% | As of December 31, 2025 | — |
| Net Debt to trailing twelve-month Recurring EBITDA ratio | 3.4 | as of December 31, 2025 | — |
| New Home Sales | 354 | 2025 | — |
| North America Same Property NOI (increase) non-GAAP | 5.7% | the year ended December 31, 2025 | — |
| North America Same Property NOI (increase, dollar) non-GAAP | $51.9M | the year ended December 31, 2025 | — |
| North America Units Sold | 1,564 | Year Ended December 31, 2025 | — |
| Number of Move-outs | 10,179 | 2025 | — |
| Number of occupied sites, end of period (MH rental program) | 11,930 | Feb 24, 2026 | — |
| Occupancy | 96.9% | Feb 24, 2026 | — |
| Pre-owned Home Sales | 1,210 | 2025 | — |
| Properties (MH) | 294 | Quarter Ended December 31, 2025 | — |
| Properties (RV) | 166 | Quarter Ended December 31, 2025 | — |
| Properties (UK) | 53 | Quarter Ended December 31, 2025 | — |
| Quarterly distribution rate per common share and unit | $1.12 | first quarter distribution expected to be paid in April 2026 | — |
| Real Property NOI - UK non-GAAP | $16.5M | Q4 2025 | — |
| Recurring Capital Expenditures (Total) | $69.8M | Feb 24, 2026 | — |
| Rental homes in rental program (MH annual sites) | 12,518 | Feb 24, 2026 | — |
| RV leased sites, net | -37 | Quarter Ended December 31, 2025 | — |
| RV Properties | 166 | Q4 2025 | — |
| Same Property NOI non-GAAP | $226.8M | Feb 24, 2026 | — |
| Total acquisition investments | $479M | Year Ended December 31, 2025 | — |
| Total debt outstanding | $4.3B | as of December 31, 2025 | — |
| Total developed sites | 178,650 | As of December 31, 2025 | — |
| Total leased sites, net | 141 | Q4 2025 | — |
| Total North America MH and Annual RV Sites | 157,030 | As of December 31, 2025 | — |
| Transient Sites | 23,550 | Q4 2025 | — |
| TTM Recurring EBITDA / Interest + Preferred distributions + Preferred stock distribution non-GAAP | 4.9 | As of December 31, 2025 | — |
| UK annual Occupancy | 89.1% | As of December 31, 2025 | — |
| UK annual Sites | 17,750 | Q4 2025 | — |
| UK Average Selling Price | $68,998 | Year Ended December 31, 2025 | — |
| UK Properties | 53 | Q4 2025 | — |
| UK Properties count | 53 | As of December 31, 2025 | — |
| UK Same Property NOI (change, constant currency) non-GAAP | 3.5% | the year ended December 31, 2025 | — |
| UK Units Sold | 2,803 | Year Ended December 31, 2025 | — |
| Unencumbered Assets / Total Assets | 79.6% | As of December 31, 2025 | — |
| Weighted average interest rate | 3.4% | as of December 31, 2025 | — |
| Weighted average maturity | 7.1 | as of December 31, 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
REIT - Residential — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
SUI
this stock
Sun Communities Inc
|
$15.19B | -0.8% | -23.1% | — | 3.4% |
|
AVB
Avalonbay Communities Inc
|
$73.41B | +1.5% | +4.4% | 70.4 | 2.6% |
|
VMRK
Vivmark Residential
|
$24.56B | +4.0% | +4.8% | 28.4 | 2.8% |
|
ESS
Essex Property Trust, Inc.
|
$18.04B | +8.5% | +6.4% | 43.7 | 3.1% |
|
INVH
Invitation Homes Inc.
|
$17.26B | +5.2% | +4.2% | 26.8 | 2.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Smart Money
Financials
Filings
Earnings & Events
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| SUI | +1.0% | -0.5% | -9.2% | -0.5% | -0.8% |
| SPY | +0.5% | +3.0% | +13.4% | +3.0% | +12.8% |
| vs SPY | +0.6% | -3.4% | -22.7% | -3.4% | -13.6% |
Capital returns
Latest dividend
$1.12
/ share · ex Jun 30, 2026
Paid (TTM)
$4.32
/ share · 4 payouts
Dividend yield (TTM, derived)
3.51%
Buyback program
· as of May 27, 2026
Authorized
$1.00B
Spent (derived)
—
Remaining
—
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
Key facts
CIK
912593
CUSIP
866674104
13F (30d)
402 filings
400 filers
Visit website
Investor relations