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Sunrise Realty Trust, Inc. (SUNS) stock

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NASDAQ: SUNS Nasdaq Mortgage REITs Next results ~November 10, 2026

C+ Fundamentals grade

Sunrise Realty Trust, Inc. is a US-listed company in the mortgage REITs industry. Its financial year ends in December.

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders2 buying, 0 selling13 purchases and 0 sales by directors and officers, last 12 monthsInsider trades
  • Funds41 adding, 41 cuttingOf 9 active managers that changed their stake, 7 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Sunrise Realty Trust files

Where Sunrise Realty Trust stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $24m, up 44.3% on a year earlier, slower than the 83.4% growth a quarter earlier. That growth ranks 2 of 10 among the mortgage reits companies we cover. The diluted share count is up 40.1% on a year earlier, which dilutes existing holders.

Our model value for Sunrise Realty Trust is under review, so past values are not shown until it is resolved.

Source: 10-Q filed August 6, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~November 10, 2026 (estimated)

Where it stands out: revenue growth of 44.3% ranks 1 of 14 mortgage reits companies we cover. Where it lags: change in growth rate of -39.1pp ranks 13 of 14 mortgage reits companies we cover.

Current signal Revenue growth decelerating: TTM revenue growth slowed to 44.3% (-39.1pp vs the prior quarter), the 3rd consecutive quarterly slowdown.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Fast growth. Revenue grew 44.3% over the last 12 months, against a median of -2.4% for mortgage reits companies we cover.
  • Net cash. Cash exceeds long-term debt by $0.0bn.

Things to watch

  • Results due soon. Results are expected around 12 November; the share price can move sharply on the day.
  • Growth slowing. The growth rate is 39.1 points lower than a quarter earlier.
  • Share dilution. Diluted shares rose 40.1% in a year.
  • Missing expectations. Earnings per share fell short of the consensus estimate in 2 of the last four quarters.
  • Estimates being cut. Analysts' consensus for next year's earnings per share has fallen 10.4% over 90 days.

Latest results: FY2026 Q2

Filed August 6, 2026
Earnings per share
$0.23 against an average estimate of $0.28: missed by 16.9%
Revenue
$6m, up 2.6% on a year earlier
Share reaction
+1.0% in the first session after the results on August 6, 2026, against +0.5% for the S&P 500
Next report
November 10, 2026; average EPS estimate $0.23

Sunrise Realty Trust's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day+0.9%
  • 1 week+4.7%
  • 1 month+8.2%
  • This year-20.6%
  • 1 year-18.2%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

Loading chart…

Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$24.4M
Net margin
53.3%
EPS (TTM, diluted)
$0.98

Growth

Revenue growth
+44.3%
Change in growth rate
−39.1 pts
Share count change
+40.1%

Earnings

Last results
August 6, 2026
Next results (est.)
November 12, 2026

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Shareholder vote
  2. Announcement
  3. Leadership
  4. Results
  5. Agreement

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Sunrise Realty Trust, Inc. valuation models and calculator

No model value for Sunrise Realty Trust, Inc. at the moment. Current status: valuation models disagree too widely to rate. Available reported financials are shown below.

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: valuation models disagree too widely to rate: held for review.

The inputs used by the models below have passed source checks. Individual model values are available below and in the interactive valuator. Their differences are shown explicitly; the platform combined value and recommendation remain withheld.

Valuation models

We value Sunrise Realty Trust, Inc. as a mortgage reit, with every model that fits that kind of business. Cost of equity 8.6%: the 10-year Treasury yield (4.9%) plus a beta of 0.81 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. ~$12 ~$9.5–$16 Primary model, counts double
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. ~$12 ~$11–$14 Included
Price-to-book vs peers Book value per share times peers' typical (harmonic-mean) price-to-book. ~$4.9 ~$3.7–$9.1 Included
Dividend discount (growing dividend) Today's dividend growing 2.5% a year, discounted at the cost of equity. ~$20 ~$17–$24 Included
Combined value Individual source-checked model scenarios are available. The platform combined value and recommendation remain withheld. — Combined value withheld. Review the individual models and their assumptions.

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Sunrise Realty Trust, Inc. with mortgage REITs in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Moat

Not assessed: fewer than five years of comparable figures in the filings. AI disruption exposure for this industry: Low.

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: November 10, 2026, after the close. Analysts expect revenue of $9m and EPS of $0.23 (range $0.23 to $0.23) for the quarter.

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current $1.11 +20% $37m +42%
Next $1.13 +2% $42m +13%

Next year's EPS estimate has moved −10.4% in 90 days, across 4 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is −8.1% on 90 days ago. In the last 30 days, 0 analysts raised Sunrise Realty Trust, Inc.'s forecast and 2 cut it.

Consensus EPS forecast Sunrise Realty Trust, Inc., last 90 days
$1.00 $1.10 $1.20 $1.30 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: $1.21 Current fiscal year, 60 days ago: $1.08 Current fiscal year, 30 days ago: $1.08 Current fiscal year, 7 days ago: $1.02 Current fiscal year, Now: $1.11 $1.11 Next fiscal year, 90 days ago: $1.26 Next fiscal year, 60 days ago: $1.17 Next fiscal year, 30 days ago: $1.17 Next fiscal year, 7 days ago: $1.10 Next fiscal year, Now: $1.13 $1.13

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago $1.21$1.26
60 days ago $1.08$1.17
30 days ago $1.08$1.17
7 days ago $1.02$1.10
Now $1.11$1.13

Earnings against estimates

Quarter toEstimateActualSurprise
Jun 2026 $0.28 $0.23 −16.9%
Mar 2026 $0.27 $0.32 +18.5%
Dec 2025 $0.30 $0.11 −63.3%
Sept 2025 $0.29 $0.30 +3.5%

Adjusted EPS as companies report it, against the average analyst estimate.

Analyst recommendations

4 analysts, Oct 2026
Buy375%
Hold125%
Sell00%

Monthly trend

  1. Oct 2026314
  2. Sep 2026314
  3. Aug 2026314

Counts of recommendations published by analysts covering Sunrise Realty Trust, Inc., by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
2.9%
of tradable shares
Days to cover
2.62
at average volume
Short interest, 1 month
+5%
to October 15, 2026
Held by institutions
25%
of shares
Held by insiders
29.3%
of shares

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

Recent prices are available. Older price history and the statistics that need it are being loaded in the background.

What moved the share price

Last 12 months −21.8%

$8.51 on October 31, 2025 to $6.65

ThenNowEffect
Revenue (last 12 months) $17m $24m +44.3%
Net margin 59.4% 53.3% −10.2%
P/E multiple 8.1x 6.8x −15.5%
Share count 10m 13m −28.6%

Biggest factor: revenue.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Calendar year 20252026 to date
Return
SUNS−25%−21%
Industry peers (median)+6%−21%
S&P 500+18%+11%
Months that ended higher
SUNS33%27%
S&P 50075%46%
Largest fall from a high during the year
SUNS−42%−33%
S&P 500−19%−9%

Worst fall since July 9, 2024: 52% from November 29, 2024 to October 12, 2026. Getting back needed a 107% gain, and the shares have not yet recovered.

Price behaviour

52-week range
$5.79 – $8.91
From 52-week high
−25.4%
vs 50-day average
−0.9%
vs 200-day average
−10.5%
Volatility (1 year)
32%
Beta vs S&P 500
0.74

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
6 up, 3 down
typical move ±5.2%
After a week
4 up, 5 down
typical move ±7.5%
After a month
5 up, 4 down
typical move ±12.3%
Results releasedNext dayS&P 500 next day5 days21 days
August 6, 2026 +1.0% +0.5% −2.9% −3.1%
May 14, 2026 +7.9% −0.4% +11.4% +16.3%
March 12, 2026 −6.4% −2.1% −10.5% −12.0%
November 13, 2025 +3.6% −1.7% −0.3% +8.4%
May 7, 2025 +2.2% +1.1% +1.2% +6.1%
April 22, 2025 +5.1% +4.2% +12.4% +8.7%
March 6, 2025 −6.8% −1.2% −7.5% −15.3%
November 7, 2024 −0.9% +1.2% −0.7% −7.1%
August 14, 2024 +12.8% +2.0% +20.2% +33.9%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Sunrise Realty Trust, Inc. in five measures

Fundamentals grade C+
Growth Profitability Cash Balance sheet

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Sunrise Realty Trust, Inc.
$0 $10M $20M $30M FY24 Q3 FY25 Q1 FY25 Q3 FY26 Q2 Revenue (TTM), FY24 Q3: $7.4M Revenue (TTM), FY24 Q4: $10.6M Revenue (TTM), FY25 Q1: $13.2M Revenue (TTM), FY25 Q2: $16.9M Revenue (TTM), FY25 Q3: $19.8M Revenue (TTM), FY25 Q4: $21.6M Revenue (TTM), FY26 Q1: $24.3M Revenue (TTM), FY26 Q2: $24.4M $24.4M

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue (TTM)
FY24 Q3 $7.4M
FY24 Q4 $10.6M
FY25 Q1 $13.2M
FY25 Q2 $16.9M
FY25 Q3 $19.8M
FY25 Q4 $21.6M
FY26 Q1 $24.3M
FY26 Q2 $24.4M
Revenue growth, TTM YoY Sunrise Realty Trust, Inc.
0% 50% 100% 150% 200% FY25 Q3 FY25 Q4 FY26 Q1 FY26 Q2 Revenue growth, TTM YoY, FY25 Q3: 166.7% Revenue growth, TTM YoY, FY25 Q4: 103.0% Revenue growth, TTM YoY, FY26 Q1: 83.4% Revenue growth, TTM YoY, FY26 Q2: 44.3% 44.3%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue growth, TTM YoY
FY25 Q3 166.7%
FY25 Q4 103.0%
FY26 Q1 83.4%
FY26 Q2 44.3%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-Q. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2024 Dec 2024 2025 Dec 2025 LTM Jun 2026
Income
Revenue 11 22 24
Net income 7 12 13
Diluted EPS $1.00 $0.93 $0.98
Growth (year on year)
Revenue — +103.0% +44.3%
Net income — +76.8% +29.5%
Diluted EPS — −7.0% −7.5%
Margins
Net margin 64.6% 56.3% 53.3%
Cash flow
Cash from operations 2 −3 −1
Stock-based pay 0 1 1
Balance sheet
Cash 185 6 6
Total debt 0 0 0
Net debt (negative = net cash) −185 −6 −6
Diluted shares 7m 13m 13m
Returned to shareholders
Dividends 1 15 16
Total returned 1 15 16

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Dividends, buybacks and capital spending

Dividends (TTM)
$16.1M
Diluted share count
+40.1%
year over year
Dividend payout ratio
124%
of net income paid out

Competitors: side by side with peers

Closest by revenue in mortgage reits
Last 12 months unless stated SUNS TPTS CHMI SEVN ACRE LOAN Median
Revenue, last 12 months $24m $22m $31m $32m $55m $8m $142m
Revenue growth, last 12 months 44.3% −50.3% 1.8% 7.7% −10.6% −9.5% −2.4%
Revenue growth, 3-year average — −30.3% — −5.1% −20.4% −4.8% −5.1%
Revenue growth, latest quarter 2.6% −46.8% −23.5% 16.6% 14.3% 0.9% 0.9%
Operating margin — −75.7% — — — 58.4% 14.2%
Operating margin, 3-year average — −37.7% — — — 57.9% 16.3%
Net margin 53.3% −164.0% 2.6% 51.1% −8.0% 58.6% 11.4%
Cash from operations / revenue −2.7% −5.4% 138.3% 57.3% 27.9% 63.0% 27.9%
Free-cash-flow margin — −17.9% — 54.0% 18.0% 63.0% 24.1%
Free-cash-flow margin, 3-year average — −16.9% — 52.3% 35.0% 56.3% 35.0%
Stock pay / revenue 4.9% — 0.5% 5.9% 6.7% 0.1% 4.3%
Change in share count 40.1% 0.0% 10.7% 41.9% 0.5% −0.1% 0.5%

Median of all 15 companies we cover in mortgage reits. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

15 mortgage reits companies
Measure Company Peer median Rank
Revenue growth Growth 44.3% -2.4% 1 of 14
Change in growth rate Growth -39.1pp +2.3pp 13 of 14
Net margin Profitability 53.3% 11.4% 3 of 14
Stock pay as % of revenue Cash generation 4.9% 5.4% 5 of 10
Change in share count Balance sheet 40.1% 0.5% 13 of 14

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Who owns it

Funds buying and selling
Reported value
$25.1M
Institutions reporting
71
Shares held vs prior quarter
▼ 21.3%
Positions opened / closed
18 / 22

Top buyers and sellers, Q2 2026: 41 institutions bought and 41 sold ; the biggest buyer was Rbf Capital, LLC (+152K shares) and the biggest seller Blackrock, Inc (−514K). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Pacific Ridge Capital Partners, LLC $4.2M 530K 16.6% ▲ 31.4%
Vanguard Capital Management LLC $3.5M 443K 13.9% ▼ 1.6%
Gratia Capital, LLC $2.7M 339K 10.7% ▼ 22.7%
Raymond James Financial Inc $1.3M 160K 5.0% ▼ 5.1%
Rbf Capital, LLC $1.2M 152K 4.8% New
Penserra Capital Management LLC $1.2M 148K 4.7% ▲ 22.2%
Blackrock, Inc. $1M 131K 4.1% ▼ 79.6%
Geode Capital Management, LLC $1M 128K 4.0% ▼ 58.2%
Millennium Management LLC $613,712 78K 2.4% New
Quantinno Capital Management LP $606,333 77K 2.4% ▲ 50.6%
Jane Street Group, LLC $517,284 65K 2.1% New
AQR Capital Management LLC $499,007 63K 2.0% ▲ 255.1%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Sunrise Realty Trust, Inc.'s complete shareholder register. Values are as reported by the filers .

Insider trading activity

Full insider history and chart
Insider purchases History → $3M 13 trades by 2 insiders, last 12 months Insider sales History → $0 0 trades by 0 insiders
Net ▲ $3M net buying
Insider Date Trade Shares Price Value
Tannenbaum Leonard M Executive Chairman August 13, 2026 Buy 50,000 $7.50 $375,000
Hetzel Brandon CFO and Treasurer August 12, 2026 Buy 713 $7.58 $5,405
Tannenbaum Leonard M Executive Chairman August 11, 2026 Buy 20,000 $7.60 $152,000
Tannenbaum Leonard M Executive Chairman August 10, 2026 Buy 25,000 $7.79 $194,750
Tannenbaum Leonard M Executive Chairman August 7, 2026 Buy 23,109 $7.73 $178,633
Tannenbaum Leonard M Executive Chairman December 31, 2025 Buy 100,000 $9.40 $940,000
Tannenbaum Leonard M Executive Chairman December 30, 2025 Buy 37,000 $9.77 $361,490
Tannenbaum Leonard M Executive Chairman November 24, 2025 Buy 13,000 $9.72 $126,360
Tannenbaum Leonard M Executive Chairman November 20, 2025 Buy 21,408 $9.39 $201,021
Tannenbaum Leonard M Executive Chairman November 19, 2025 Buy 3,592 $9.48 $34,052
Tannenbaum Leonard M Executive Chairman November 18, 2025 Buy 17,790 $9.45 $168,116
Tannenbaum Leonard M Executive Chairman November 17, 2025 Buy 17,500 $9.61 $168,175

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Earnings dates and SEC filings

Results announcements

Next expected around November 12, 2026 estimated from the company's past filing pattern, not announced

  • August 6, 2026
  • May 14, 2026
  • March 12, 2026
  • November 13, 2025
  • May 7, 2025
  • April 22, 2025

Recent SEC filings

Data status

When each part of this page on Sunrise Realty Trust, Inc. was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Sunrise Realty Trust, Inc. in brief

What does Sunrise Realty Trust, Inc. do?
Sunrise Realty Trust, Inc. is a US-listed company in the mortgage REITs industry. Its financial year ends in December.
What is Sunrise Realty Trust, Inc.'s stock ticker?
Sunrise Realty Trust, Inc. trades under the ticker SUNS on Nasdaq. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Sunrise Realty Trust, Inc.'s revenue, and how fast is it growing?
Over its most recent trailing twelve months, Sunrise Realty Trust, Inc. reported revenue of $24.4M, 44.3% higher than a year earlier, according to its SEC filings.
Who are Sunrise Realty Trust, Inc.'s largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Pacific Ridge Capital Partners, LLC, Vanguard Capital Management LLC and Gratia Capital, LLC. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
What is Sunrise Realty Trust, Inc.'s market cap?
On November 2, 2026, Sunrise Realty Trust, Inc.'s market capitalisation was about $88.6M, with a price-to-earnings ratio of 6.8 and net debt of -$5.6M. Market figures come from third-party market data and may be delayed.
Does Sunrise Realty Trust, Inc. pay a dividend?
Yes: Sunrise Realty Trust, Inc. paid $16.1M in dividends over the trailing twelve months and a payout ratio of 124.0%.
Who are Sunrise Realty Trust, Inc.'s competitors?
In our Mortgage REITs peer group, the companies closest to Sunrise Realty Trust, Inc. are Terra Property Trust, Inc., Cherry Hill Mortgage Investment Corp, Seven Hills Realty Trust, Ares Commercial Real Estate Corp and Manhattan Bridge Capital, Inc. The side-by-side comparison below sets their revenue, margins and growth against Sunrise Realty Trust, Inc.'s.
Are insiders buying or selling Sunrise Realty Trust, Inc. stock?
Over the last 12 months, Sunrise Realty Trust, Inc.'s directors and officers reported 13 open-market purchases and 0 sales on Form 4. The insider trading page charts every trade.
When is Sunrise Realty Trust, Inc.'s next earnings date?
Around November 10, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Sunrise Realty Trust, Inc. announces its own schedule.