your badges 52W Range $6–$10 1% of range Analyst Rating BUY 10 analysts Price Target $11 +75% upside P/E 6.5 ROE 7.1% Net Profit Margin 53.3%

SUNS Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

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Price $6.20
Market Cap (MRQ) $84M
P/E (TTM) 6.5
EPS (TTM) $0.96
Revenue (TTM) $24M
Div Yield 17.9%
ROE (TTM) 7.1%
52W Range $6–$10

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10-Year Performance Revenue, net income, margins and EPS trends

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Revenue$22M
2024-12-31 → 2025-12-31
EPS$0.93
2024-12-31 → 2025-12-31
Net margin53.3%
2024-12-31 → 2025-12-31
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric 5Y trend SUNS 5Y avg Peer Median Verdict
P/E (TTM) 6.5 · 10.5 Undervalued
P/S (TTM) 3.4 · 5.5 Undervalued
P/B (MRQ) 0.5 · 0.4 Overvalued
Price / Cash Flow -24.4 · · ·
Price / Tangible Book 0.5 · · ·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

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Dividend Yield17.9%
Payout Ratio123.7%
Annualized Payout≈$1.20Paid quarterly
Ex-dateAmountCurrencyYield
Sep 30, 2026$0.30USD≈18.7%
Jun 30, 2026$0.30USD≈15.2%
Mar 31, 2026$0.30USD≈15.6%
Dec 31, 2025$0.30USD≈12.7%
Sep 30, 2025$0.30USD≈12.7%
Jun 30, 2025$0.30USD≈11.6%
Mar 31, 2025$0.30USD≈8.4%
Dec 31, 2024$0.42USD≈4.5%
Sep 30, 2024$0.21USD≈1.5%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

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Avg Surprise -9.9%
Next Report Nov 13, 2026
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 Aug 7, 2026 $0.23 $0.28 -18.0%
March 31, 2026 May 14, 2026 $0.32 $0.26 23.0%
Dec. 31, 2025 $0.12 $0.30 -60.5%
Sept. 30, 2025 $0.30 $0.29 4.1%
June 30, 2025 $0.25 $0.28 -10.1%
March 31, 2025 $0.27 $0.27 1.8%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

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Income Statement 11
Metric Trend 20252024
Revenue $22M$11M
SG&A Expense $3M$1M
Operating Expenses $7M$4M
Interest Income $26M$11M
Pretax Income $12M$7M
Income Tax $0$0
Net Income $12M$7M
EPS (Basic) $0.93$1.01
EPS (Diluted) $0.93$1.00
Shares (Basic) 12,742,8946,800,841
Shares (Diluted) 12,774,3286,835,797
Balance Sheet 9
Metric Trend 20252024
Cash & Equivalents $6M$185M
Total Assets $310M$318M
Total Liabilities $128M$203M
Common Stock $134.2K$70.0K
Paid-in Capital $187M$115M
Retained Earnings $-5M$-954.3K
Stockholders' Equity $182M$114M
Liabilities + Equity $310M$318M
Shares Outstanding 13,420,9867,004,676
Cash Flow 9
Metric Trend 20252024
Stock-based Comp $1M$326.9K
Operating Cash Flow $-3M$2M
Investing Cash Flow $-153M$-125M
Stock Issued $73M$0
Net Stock Activity $73M·
Dividends Paid $15M$1M
Financing Cash Flow $-22M$277M
Net Change in Cash $-178M$153M
Taxes Paid $0$0
Profitability 4
Metric Trend 20252024
Net Margin 56.3%64.6%
Pretax Margin 56.3%64.6%
ROA 3.9%3.9%
ROE 6.6%6.1%
Efficiency 1
Metric Trend 20252024
Asset Turnover 0.10.1
Per Share 7
Metric Trend 20252024
Book Value / Share $13.56$16.29
Revenue / Share $1.69$1.55
Cash Flow / Share $-0.27$0.24
Cash / Share $0.48$26.36
Dividend / Share $1.20$0.63
Dividend Paid / Share ·$0.63
EPS (TTM) $0.93$1.00
Growth Rates 3
Metric Trend 20252024
Revenue YoY 103.0%·
EPS YoY -7.0%·
Net Income YoY 76.8%·
Valuation (TTM) 12
Metric Trend 20252024
Revenue TTM $22M$11M
Net Income TTM $12M$7M
Market Cap $127M$99M
P/E 10.114.1
P/S 5.99.3
P/B 0.70.9
P / Tangible Book 0.70.9
P / Cash Flow -36.960.1
Dividend Yield 11.9%1.5%
Earnings Yield 9.9%7.1%
Payout Ratio 123.7%21.2%
Annual Payout $15M$1M

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

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Metric 2025-12-312024-12-312023-12-31
Revenue $22M $11M ·
Net Income $12M $7M ·
Diluted EPS $0.93 $1.00 ·

Institutional owners (13F) 75 filers · $32.3M total · As of June 30, 2026

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Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 75
Value held $32.3M
New positions 17
Exited positions 22
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
17 (-3 vs prior Q) 22 (+13 vs prior Q) 23 (+5 vs prior Q) 20 (-5 vs prior Q) -1.3M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
VANGUARD GROUP INC $5,519,228 585,284 17.09% Shares
Pacific Ridge Capital Partners, LLC $4,184,741 529,714 12.96% Shares
VANGUARD CAPITAL MANAGEMENT LLC $3,496,959 442,653 10.83% Shares
WASATCH ADVISORS LP $2,801,230 365,219 8.68% Shares
GRATIA CAPITAL, LLC $2,680,904 339,355 8.30% Shares
RAYMOND JAMES FINANCIAL INC $1,264,253 160,032 3.92% Shares
RBF Capital, LLC $1,203,036 152,283 3.73% Shares
BlackRock, Inc. $1,038,093 131,404 3.21% Shares
GEODE CAPITAL MANAGEMENT, LLC $1,011,883 128,015 3.13% Shares
MILLENNIUM MANAGEMENT LLC $613,712 77,685 1.90% Shares
Quantinno Capital Management LP $606,333 76,751 1.88% Shares
JANE STREET GROUP, LLC $517,284 65,479 1.60% Shares
AQR CAPITAL MANAGEMENT LLC $499,007 63,165 1.55% Shares
MORGAN STANLEY $487,010 61,645 1.51% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $481,094 60,898 1.49% Shares
VANGUARD FIDUCIARY TRUST CO $474,506 60,064 1.47% Shares
GOLDMAN SACHS GROUP INC $459,393 58,151 1.42% Shares
AMERIPRISE FINANCIAL INC $414,932 52,523 1.28% Shares
CORSAIR CAPITAL MANAGEMENT, L.P. $400,562 50,704 1.24% Shares
GatePass Capital, LLC $387,890 49,100 1.20% Shares
RENAISSANCE TECHNOLOGIES LLC $387,100 49,000 1.20% Shares
Mariner, LLC $369,848 46,816 1.15% Shares
STATE STREET CORP $335,724 40,942 1.04% Shares
PRELUDE CAPITAL MANAGEMENT, LLC $284,400 36,000 0.88% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $233,145 29,512 0.72% Shares
STIFEL FINANCIAL CORP $229,825 29,091 0.71% Shares
NORTHERN TRUST CORP $185,500 23,481 0.57% Shares
MARSHALL WACE, LLP $168,199 21,291 0.52% Shares
Qube Research & Technologies Ltd $167,788 21,239 0.52% Shares
HSBC HOLDINGS PLC $133,332 10,658 0.41% Shares
OSAIC HOLDINGS, INC. $129,181 16,352 0.40% Shares
Curi Capital, LLC $125,501 15,305 0.39% Shares
JONES FINANCIAL COMPANIES LLLP $124,406 14,775 0.39% Shares
BARCLAYS PLC $109,494 13,860 0.34% Shares
ROYAL BANK OF CANADA $107,000 13,577 0.33% Shares
Register Financial Advisors LLC $92,430 11,700 0.29% Shares
CITADEL ADVISORS LLC $90,850 11,500 0.28% Call option
MERCER GLOBAL ADVISORS INC /ADV $84,617 10,711 0.26% Shares
Cetera Investment Advisers $81,006 10,254 0.25% Shares
JPMORGAN CHASE & CO $71,384 8,418 0.22% Shares
Spire Wealth Management $44,224 5,598 0.14% Shares
RHUMBLINE ADVISERS $42,193 5,341 0.13% Shares
Vanguard Global Advisers, LLC $41,033 5,194 0.13% Shares
UBS Group AG $27,753 3,513 0.09% Shares
Tower Research Capital LLC (TRC) $21,054 2,665 0.07% Shares
Russell Investments Group, Ltd. $17,878 2,263 0.06% Shares
Arax Advisory Partners $8,508 1,077 0.03% Shares
NATIONAL BANK OF CANADA /FI/ $7,702 975 0.02% Shares
CWM, LLC $7,701 1,004 0.02% Shares
FMR LLC $6,336 802 0.02% Shares

Show all 75 institutional owners →

Activists & 5%+ owners 1 position

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Leonard M. Tannenbaum ×6 filings Jan. 2, 2026 27.20% Amendment · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 8 insiders · 4 officers · 5 directors

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Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Brian Sedrish Chief Executive Officer Feb. 19, 2026 A 50,639 0 0 $0
Brandon Hetzel CFO and Treasurer Aug. 12, 2026 P 26,000 1 0 $5,405
Robyn Tannenbaum President Feb. 19, 2026 A 46,516 0 0 $0
Leonard M. Tannenbaum Executive Chairman Aug. 13, 2026 P 3,142,719 12 0 $3,037,577
James C. Fagan Director Feb. 19, 2026 A 11,664 0 0 $0
Jodi Hanson Bond Director Feb. 19, 2026 A 22,299 0 0 $0
Alexander C Frank Director Feb. 19, 2026 A 10,907 0 0 $0
AFC Gamma, Inc. 10% owner July 8, 2024 J 0 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 3 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
IWC · iShares Trust 0.02% 33,770 SH Sept. 11, 2026 Daily
VXF · VANGUARD INDEX FUNDS 0.00% 110,527 SH Aug. 19, 2026 Daily
VTI · VANGUARD INDEX FUNDS 0.00% 320,930 SH Aug. 19, 2026 Daily

SUNS Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

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rating · 10 analysts BUY
Median target $11.00 +77.4%
3 30.0% Strong Buy
5 50.0% Buy
2 20.0% Hold
0 0.0% Sell
0 0.0% Strong Sell

12-Month Price Target

4 analysts · 2026-10-02

Mean target $10.88 +75.4%

← Below all targets Current price $6.20
Low$8.00 Mean$10.88 High$13.50

Peer comparison (GICS sub-industry) Key metrics vs sector peers

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FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
SUNS $127M 10.1 103.0% 56.3% 6.6% ·
SEVN $201M 8.9 -16.7% 52.5% 5.2% ·
ACR · 711.3 -4.2% · · ·
CHMI $94M -28.3 38924.1% 61.3% 3.0% ·
RPT $126M -46.1 65.7% 9.6% 0.55% ·
LOAN $53M 10.3 -10.5% 59.0% 11.8% ·
GPMT $114M -2.1 -3.2% · -7.0% ·
LFT $74M -10.1 -39.3% -10.9% -1.2% ·

Latest News Recent headlines mentioning this company

23
Sunrise Realty Trust, Inc. Q1 2026 Earnings Call Summary Yahoo Finance · 4 months, 2 weeks ago

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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Source: SEC 10-Q filed Aug 6, 2026