Sun Communities, Inc (NYSE:SUI ) Q2 2025 Earnings Conference Call July 31, 2025 2:00 PM ET Company Participants Fernando Castro-Caratini - Executive VP, CFO, Treasurer & Secretary Gary A. Shiffman - Chairman & CEO John Bandini McLaren - President Conference Call Participants Adam Kramer - Morgan Stanley, Research Division Bradley Barrett Heffern - RBC Capital Markets, Research Division David Segall - Green Street Advisors, LLC, Research Division Eric Jon Wolfe - Citigroup Inc., Research Division James Colin Feldman - Wells Fargo Securities, LLC, Research Division Jana Galan - BofA Securities, Research Division Jason Adam Wayne - Barclays Bank PLC, Research Division John P.
The headline numbers for Sun Communities (SUI) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Sun Communities gets a hold rating for my initial coverage, going contrary to both the quant and analyst consensus today. Macro demand for mobile/manufactured homes, along with low supply, is a key tailwind for this REIT who already has a high occupancy rate. This REIT has proven itself as a dividend grower over 10 years, and with positive growth in operating cashflow to support it.
![]() SUI In 1 month Estimated | Quarterly | $1.04 Per Share |
![]() SUI 1 month ago Paid | Quarterly | $1.04 Per Share |
![]() SUI 2 months ago Paid | Other | $4 Per Share |
![]() SUI 4 months ago Paid | Quarterly | $0.94 Per Share |
![]() SUI 7 months ago Paid | Quarterly | $0.94 Per Share |
![]() SUI 10 months ago Paid | Quarterly | $0.94 Per Share |
5 Nov 2025 (In 2 months) Date | | 2.13 Cons. EPS | - EPS |
22 Oct 2025 (In 2 months) Date | | 1.26 Cons. EPS | - EPS |
30 Jul 2025 Date | | 0.84 Cons. EPS | 10.02 EPS |
23 Jul 2025 Date | | 0.83 Cons. EPS | - EPS |
28 Apr 2025 Date | | - Cons. EPS | - EPS |
![]() SUI In 1 month Estimated | Quarterly | $1.04 Per Share |
![]() SUI 1 month ago Paid | Quarterly | $1.04 Per Share |
![]() SUI 2 months ago Paid | Other | $4 Per Share |
![]() SUI 4 months ago Paid | Quarterly | $0.94 Per Share |
![]() SUI 7 months ago Paid | Quarterly | $0.94 Per Share |
![]() SUI 10 months ago Paid | Quarterly | $0.94 Per Share |
5 Nov 2025 (In 2 months) Date | | 2.13 Cons. EPS | - EPS |
22 Oct 2025 (In 2 months) Date | | 1.26 Cons. EPS | - EPS |
30 Jul 2025 Date | | 0.84 Cons. EPS | 10.02 EPS |
23 Jul 2025 Date | | 0.83 Cons. EPS | - EPS |
28 Apr 2025 Date | | - Cons. EPS | - EPS |
REIT - Residential Industry | Real Estate Sector | Gary A. Shiffman CEO | NYSE Exchange | 866674104 Cusip |
US Country | 6,491 Employees | 30 Jun 2025 Last Dividend | 10 May 2006 Last Split | 8 Dec 1993 IPO Date |
Sun Communities, Inc., established in 1975 and becoming a publicly owned corporation in December 1993, is recognized as a leading fully integrated Real Estate Investment Trust (REIT). It is prominently listed on the New York Stock Exchange under the symbol SUI. As of December 31, 2023, Sun Communities has significantly grown its portfolio to include ownership, operation, or interest in a combined total of 667 developed Manufactured Housing (MH), Recreational Vehicle (RV), and Marina properties. This expansive portfolio encompasses 179,310 developed sites alongside approximately 48,030 wet slips and dry storage spaces, spreading across diverse geographical locations in the U.S., the UK, and Canada.
These are communities designed to offer affordable, quality housing options. They enable residents to enjoy the benefit of homeownership in a community setting, with various amenities and management ensuring a high standard of living. Sun Communities' MH offerings contribute significantly to addressing the demand for affordable housing solutions.
Sun Communities provides premier RV parks that offer temporary and seasonal accommodations for RV owners. These parks are equipped with modern amenities such as hook-ups, leisure facilities, and often community events, catering to the lifestyle of mobile and vacationing occupants. This service taps into the growing trend of RV travel and the community aspect of RV living.
Operating marinas within its portfolio, Sun Communities caters to the needs of boat owners by offering wet slips for docking and dry storage spaces. These facilities often come with supporting amenities and services for boating enthusiasts, underlining the company's commitment to providing comprehensive lifestyle-oriented solutions across its property types.