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SLF · Sun Life Financial Inc

Track SLF — free
$79.67 +0.11 (+0.14%) At close · Sep 11
Market Cap
$44.68B
Shares
556.71M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$79.67 Open$80.34 Day$78.81–80.49 52W close$57.60–84.07 Avg vol 30d1.0M Short int6.2M · 1.1% float · 4.3d Short vol58% Last earningsNov 5, 2026 DataJan 2020–Sep 2026

Up next

Next earnings call
Nov 5, 2026 Scheduled · in 8 wks

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
Trailing 12 months
Net income (TTM)
Trailing 12 months
Revenue growth YoY
+8.0%
Year over year
Operating margin
Trailing 12 months
P / E (TTM)
Trailing earnings
FCF yield
TTM · current market cap
Return on invested capital
Trailing 12 months
Net cash
Latest balance sheet
Dividend yield
2.6%
Trailing 12 months
Shares change YoY
Year over year · more shares
Price change (1Y)
+35.6%
Trailing year
Short interest
1.1%
Latest settlement · 4.3 days to cover
View all 115 metrics

Equibles Rating

blended score · not investment advice
Overall
Strong Buy
SellHoldBuy
Technical Buy Momentum Very Strong Sentiment Bullish Fundamentals Limited Quant / Vol Very Low
Market backdrop VIX 15.8 · calm Equity put/call 0.60
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg +14%
above
Price vs 50-day avg −1%
below
RSI (14) 49
neutral
MACD trend Positive
52-week position 83%
mid-range
Momentum
relative strength
Very Strong
1-month return −2%
trailing
6-month return +28%
trailing
YTD return +28%
this year
Relative strength +11%
vs S&P · 6-mo
Sentiment
smart money
Bullish
Trend (MA cross) No cross
50d $81 › 200d $70 — 50d above 200d
Institutional flow Accumulating
+10% holders QoQ · +79 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
1.11% of float · ▼ -12.9% MoM · 4.3 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
498 holders — near 3-yr high, broad support
Squeeze score 53
elevated · 0–100
Fundamentals
Limited
Not enough data for a confident read.
Quant / Vol
risk profile
Very Low
Volatility 18%
annualized · 1-yr
Max drawdown −11%
past year
ATR 1.6%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Latest guidance · from the Earnings Call filed Mar 31, 2026
Insurance earnings from the release of the CSM and the risk adju · medium-term 5% – 6%
SLC earnings CAGR · medium-term 20%

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Buy
0 · 4 · 2
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+14% Bullish
Price vs 50-day avg
−1% Neutral
RSI (14)
49 Neutral
MACD trend
Positive Bullish
52-week position
83% Neutral
Market signals — smart money & positioning
Bullish · 3 of 6
Trend (MA cross) No cross
50d $81 › 200d $70 — 50d above 200d
Institutional flow Accumulating
+10% holders QoQ · +79 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
1.11% of float · ▼ -12.9% MoM · 4.3 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
498 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $58 Now $80 · 83% Range high $84
vs 200-day avg +14% vs 50-day avg -1%

Illustrative technical + ownership context — a signal mix, not investment advice.

Versus peers

Insurance - Diversified — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
SLF
Sun Life Financial Inc
this stock
$44.68B +27.7% 1.1%
BRK-B
Berkshire Hathaway Inc
$718.87B +1.5% +0.0% 0.9%
AIG
American International Group, Inc.
$39.39B -11.9% -1.7% 13.8 1.7%
HIG
Hartford Insurance Group, Inc.
$37.06B -1.0% +6.9% 8.9 1.5%
ACGL
Arch Capital Group Ltd.
$32.75B +0.2% +14.3% 7.5 2.2%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
498
% held
46.6%
Net QoQ
+2.8M sh
Top holder
ROYAL BANK OF CANADA
Held Float
View
Held by Funds
Fund positions
213
View
Short & Settlement
Short Interest Falling
Shares short
6.2M
Days to cover
4.3d
Change
-920.3K sh
View
Short Volume
Short vol %
58%
As of
Sep 11, 2026
Short Total
View
Fails to Deliver
FTD shares
7.1K
Value
$568.1K
As of
Aug 13, 2026
View
Off-Exchange
Off-exchange %
59.7%
Week of
Aug 3, 2026
Off-exch Lit
View
Smart Money
Congressional Trades Sell
Member
Thomas H Tuberville
Amount
$15.0K–$50.0K
Traded
Jan 3, 2024
View
Filings
SEC Filings
Latest
6-K
Filed
Sep 1, 2026
This year
28
View
Earnings & Events
Earnings Calls Upcoming
Next call
Nov 5, 2026
Last call
Aug 7, 2026
View
Investor Relations
Upcoming events
1
View

Performance

5D 20D 120D MTD YTD
SLF -1.4% -1.5% +28.4% +1.7% +27.7%
SPY -1.2% -1.8% +17.8% -0.4% +12.1%
vs SPY -0.2% +0.2% +10.5% +2.0% +15.6%

Capital returns

Latest dividend
$0.694 / share · ex Aug 26, 2026
Cut 0.1%
Paid (TTM)
$2.061 / share · 3 payouts
Dividend yield (TTM, derived)
2.59%

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1097362 CUSIP 866796105 13F (30d) 168 filings 168 filers Visit website Investor relations