• In early October 2025, ValueAct Capital disclosed it has acquired approximately 7.8% of SUNCORPORATION (TSE: 6736), filing a Large Shareholding Report and voicing confidence in Sun Corp’s business, particularly its Cellebrite investment.

• This move spotlights the influence of large institutional investors and their ability to potentially shape a company’s direction through active engagement.

• We’ll explore how ValueAct’s significant investment may shift Sun Corporation’s investment narrative, with special attention to their focus on Cellebrite’s value.

These 10 companies survived and thrived after COVID and have the right ingredients to survive Trump’s tariffs. Discover why before your portfolio feels the trade war pinch.

For anyone looking at Sun Corporation right now, much of the investment story hinges on management’s ability to extract value from deeply held strategic assets like Cellebrite, while responding actively to both shareholder voices and operational volatility. The recent ValueAct Capital disclosure, taking a sizeable stake and voicing support for Sun’s direction, potentially adds a new layer to the company’s short-term catalysts. This could increase focus on the Cellebrite investment and may prompt changes around capital allocation or shareholder engagement, especially after the recent buyback completion. While Sun’s strong return on equity and consistent dividend increases have attracted attention, the presence of large one-off gains in earnings and a share price trading well above community fair value estimates remain key risks in the near term. For now, the impact of ValueAct’s involvement appears significant, as the market’s quick positive reaction showed, but the sustainability of this shift remains a risk that investors should watch closely.

But despite all this activity, the impact of one-off gains on profits can’t be ignored. Sun’s shares are on the way up, but could they be overextended? Uncover how much higher they are than fair value.

Only one fair value estimate from the Simply Wall St Community puts Sun at ¥1,693.79 per share, far below current levels. This singular viewpoint stands out, especially as market optimism meets the reality of recent buyback activity and rising outside influence, highlighting just how much opinions can differ on Sun’s true worth.

Explore another fair value estimate on Sun – why the stock might be worth less than half the current price!

Disagree with this assessment? Create your own narrative in under 3 minutes – extraordinary investment returns rarely come from following the herd.