SUI GROUP EXECUTES $50M SHARE REPURCHASE AND DEPLOYING TREASURY INTO YIELD-GENERATING VEHICLES

SUI Group executed a $50 million share repurchase program in Q4 2025, acquiring 8.8% of its shares outstanding. The company deployed $10 million in its suiUSDe stablecoin into a yield-generating vault operated by Amber, generating approximately 10% yield. SUI Group's Q4 2025 financial results showed a $221.8 million net loss, driven primarily by a $196.1 million non-cash loss from SUI and digital asset mark-to-market adjustments.

SUI Group Holdings Ltd (NASDAQ: SUIG) executed a significant stock repurchase program in Q4 2025, acquiring 7.8 million shares at an average price of $2.20 per share. The move reflects confidence in the company's intrinsic value and is part of a broader capital allocation framework aimed at increasing SUI per share and enhancing shareholder value.

Despite a non-cash unrealized loss on SUI holdings, the company has continued to activate its treasury through blockchain-based strategies. It deployed $10 million in its suiUSDe stablecoin into a yield-generating vault operated by Amber, yielding approximately 10%. This reflects the company's strategic focus on blockchain-native treasury management and diversifying returns through institutional partnerships and DeFi integration.

The company's Q4 2025 results were marked by a $221.8 million net loss driven by a $196.1 million non-cash unrealized and realized loss from SUI and digital asset mark-to-market adjustments. Despite this, SUI Group reported a 179% increase in gross revenue and portfolio investment income to $2.4 million, driven by staking and digital lending. The company's SUI holdings now exceed 108 million tokens, and it plans to continue activating its treasury across blockchain infrastructure and DeFi ecosystems.

How Has SUI Group Positioned Its Treasury to Generate Long-Term Value?

SUI Group has adopted a blockchain-native treasury strategy that includes staking, lending, and stablecoin deployment. The company activated its treasury across multiple verticals, including deploying $10 million in its suiUSDe stablecoin into the Amber-operated vault, enhancing liquidity and yield generation.

Management emphasized disciplined capital allocation as a key component of long-term value creation. The company executed a $50 million share repurchase program and expanded partnerships such as the Bluefin lending agreement, which yields 17%-18% per annum. These actions reflect a commitment to institutional-grade transparency and long-term growth through blockchain-based infrastructure.

What Are the Financial Implications of SUI Group's Q4 2025 Results?

SUI Group's Q4 2025 financial report highlighted both significant gains and substantial losses. The company experienced a 179% increase in gross revenue and portfolio investment income, driven by staking and digital lending. However, a $196.1 million non-cash loss on its SUI holdings due to mark-to-market accounting adjustments overshadowed these gains, resulting in a net loss of $221.8 million.

The company's strategy includes deploying assets into yield-generating vaults and institutional lending to drive long-term value for shareholders through diversified returns. Despite the Q4 losses, SUI Group plans to continue its strategy of activating digital assets across blockchain infrastructure and DeFi ecosystems.

What Is SUI Group's Approach to Shareholder Value and Capital Allocation?

SUI Group has implemented a disciplined capital allocation strategy aimed at increasing SUI per share and enhancing shareholder value. The company executed a $50 million share repurchase program in Q4 2025, acquiring 8.8% of shares outstanding. This move reflects confidence in the intrinsic value of the company and its long-term growth potential.

In addition to share repurchases, SUI Group is focused on activating its balance sheet through staking, lending, and stablecoin initiatives. The company has expanded its institutional lending partnerships and plans to achieve SUI-denominated yields of over 10% in the next 12 to 18 months. These actions are aligned with its broader goal of scaling SUI per share and preserving long-term flexibility.

SUI Group also highlighted its long-term strategy of scaling SUI per share while maintaining institutional-grade transparency and disciplined capital allocation. The company aims to drive liquidity and ecosystem growth through partnerships and stablecoin initiatives, such as the launch of SUI USDE and USDI stablecoins.