SUI Group Holdings Limited (SUIG) Stock: Jumps After Major Buyback and Treasury Expansion

TLDR

• SUIG stock trades at $1.95 after a 5.41% daily gain
• Company repurchased 7.8 million shares in Q4 2025
• SUI holdings climbed to over 108 million tokens
• Treasury value stands near $196 million
• Stock trades at an estimated 0.64x mNAV

SUI Group Holdings Limited (SUIG) stock climbed to $1.95 during market hours, up 5.41%, following an update on aggressive share repurchases and a sharp increase in SUI treasury holdings.

SUI Group Holdings Limited, SUIG

The Nasdaq-listed company disclosed that it has bought back nearly 8.8% of its common shares while scaling its exposure to the Sui blockchain through staking, lending, and ecosystem activity.

As of January 7, 2026, SUI Group held 108,098,436 SUI tokens. The increase was driven mainly by lending within the SUI ecosystem and native staking rewards. Management framed the move as part of a broader strategy to build a durable, value-generating platform centered on the Sui blockchain.

Share Repurchases Signal Capital Discipline

During the fourth quarter of 2025, SUI Group repurchased 7,801,042 shares under its previously authorized $50 million buyback program. The shares were acquired at an average price of $2.02, representing about 8.80% of the company’s common shares outstanding.

Management described the buyback as a disciplined use of capital given market conditions. By reducing the share count, the company aims to increase per-share exposure to its SUI treasury and blockchain platform. Around $22 million in cash and cash equivalents remains available for future SUI acquisitions and further repurchases.

Chief Investment Officer Stephen Mackintosh said the continued investment in common stock reflects confidence in the company’s intrinsic value and long-term strategy. The firm is balancing token accumulation, staking, partnerships, and buybacks to raise SUI-per-share over time.

SUI Treasury Reaches Critical Scale

SUI Group’s treasury stood at 108,098,436 SUI as of January 7, 2026. Using a SUI price of $1.81, the holdings were valued at about $196 million. Based on fully adjusted shares outstanding of 80.9 million, the company reported roughly 1.34 SUI per share of common stock.

This marks a notable increase from approximately 1.14 SUI per share reported in early September 2025. On a dollar basis, SUI per share equates to about $2.42, reflecting changes in token prices over the period.

Nearly all of the company’s SUI holdings are staked, generating an estimated yield of 2.2%. The current daily yield is estimated at around $12,000, creating a recurring income stream while supporting network security on the Sui blockchain.

mNAV Highlights Valuation Gap

SUI Group also provided an update on its estimated market net asset value, or mNAV. This metric aggregates the value of digital assets, available cash, and other net assets, then divides that figure by outstanding common shares.

Based on January 7 closing prices for both SUIG stock and the SUI token, the company estimates it is trading at roughly 0.64 times mNAV. Management uses this measure to assess whether capital deployment is accretive to shareholders, though it cautioned that mNAV is not a substitute for traditional financial metrics.

The company noted that market prices can diverge widely from asset values due to multiple external factors, including sentiment and liquidity.

SUIG Stock Performance Remains Volatile

Despite the recent rally, SUIG shares have delivered mixed returns. The stock is up 16.77% year to date, outperforming the S&P 500’s 1.00% gain. Over the past year, however, SUIG is down 31.10%, while the benchmark rose 16.83%.

Longer-term results remain challenging. SUIG posted a 7.58% decline over three years and a steep 71.72% drop over five years, reflecting volatility tied to digital asset exposure.

Even so, the combination of aggressive buybacks, expanding SUI holdings, and steady staking income suggests management is focused on narrowing the valuation gap and building long-term shareholder value.

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