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Sun Communities price target lowered to $147 from $154 at RBC Capital

RBC Capital analyst Brad Heffern lowered the firm’s price target on Sun Communities (SUI) to $147 from $154 and keeps an Outperform rating on the shares. The company’s Q1 FFO beat and the recent completion of the bulk of the Safe Harbor sale is moving the stock back to fundamentals after a long period of being in special situations territory, the analyst tells investors in a research note. RBC adds however that while it is raising its 2026 FFO view to $6.60 from $5.65, this is moderated somewhat by continued transient RV weakness.

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