Company Dossier · Real Estate
Sun Communities
- Russell 1000
- MidCap 400
What Sun Communities is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to March 31, 2026: $2.34 billion, up 3.5% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $0.54 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to December 31, 2022: $0.83 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (July 28, 2026): sentiment 0.70 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.80 of 1.Palanor Discourse
- Guidance in the last 90 days: 5 outlook figures raised, 6 lowered, 1 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed February 25, 2026): 1 risk factor added, 11 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q2 2026: $6.0 million on the open market.SEC Form 4
- 533 institutional managers reported a position at June 30, 2026 (+17 on the quarter before).SEC Form 13F
Company Posture
How Company Posture is measured →Company Posture covers S&P 500 companies.
Credit
How these are built →Sun Communities's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Jan 4, 2024 | $500M | 5.500% | 2029 (5y) | +155bp | 5.528% |
From the pricing term sheets Sun Communities filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
In the news
Headlines that name Sun Communities, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralSun Communities Taps Equity Residential Veteran As New CFO
Bisnow · Aug 25, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 2, 20268-KMaterial agreement signedItem 1.01
- Sep 23, 20268-KAcquisition or sale completedItem 2.01
- Aug 27, 20268-KDirector or officer changeItem 5.02
- Aug 25, 20268-KDirector or officer changeItem 5.02
- May 21, 20268-KMaterial agreement signedItem 1.01
- May 21, 20268-KMaterial impairmentItem 2.06
- May 18, 20268-KShareholder vote resultsItem 5.07
- May 13, 20268-KAuditor changeItem 4.01
- Mar 27, 20268-KAuditor changeItem 4.01
- Mar 9, 20268-KDirector or officer changeItem 5.02
- Feb 25, 202610-KAnnual report (10-K)1 risk factors added, 11 removed
- Feb 10, 20268-KDirector or officer changeItem 5.02
- Dec 16, 20258-KDirector or officer changeItem 5.02
- Sep 22, 20258-KMaterial agreement signedItem 1.01
- Sep 22, 20258-KMaterial agreement terminatedItem 1.02
- Jul 31, 20258-KDirector or officer changeItem 5.02
- Jul 23, 20258-KDirector or officer changeItem 5.02
- May 15, 20258-KShareholder vote resultsItem 5.07
- May 6, 20258-KAcquisition or sale completedItem 2.01
- Mar 18, 20258-KDirector or officer changeItem 5.02
- Feb 28, 202510-KAnnual report (10-K)6 risk factors added, 1 removed
- Feb 24, 20258-KMaterial agreement signedItem 1.01
- Feb 19, 20258-KMaterial agreement signedItem 1.01
- Nov 7, 20248-KDirector or officer changeItem 5.02
- Feb 28, 202410-KAnnual report (10-K)3 risk factors added, 1 removed
Peers
Companies in the same sector in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| American Healthcare REIT AHR | $2.3B | — | Jun 30, 2026 |
| Lamar Advertising LAMR | $2.3B | $0.7B | Jun 30, 2026 |
| Howard Hughes Holdings HHH | $2.4B | — | Jun 30, 2026 |
| Mid-America Apartment Communities MAA | $2.2B | — | Mar 31, 2026 |
| Kimco Realty KIM | $2.2B | $1.1B | Jun 30, 2026 |
| Park Hotels & Resorts PK | $2.5B | $0.1B | Jun 30, 2026 |
| Americold COLD | $2.6B | −$0.2B | Jun 30, 2026 |
| Zillow (Class A) ZG | $2.8B | $0.3B | Jun 30, 2026 |