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SLF · Sun Life Financial Inc

$82.25 +0.84 (+1.03%) At close · Jul 24
Market Cap
$45.59B
Shares
554.30M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$81.41 Open$80.97 Day$80.50–81.49 52W$55.64–82.25 Avg vol 30d562K Short int2.8M · 0.5% float · 5.5d Short vol70% Last earningsMar 31, 2026 DataJan 2020–Jul 2026

Up next

FQ3-26 quarter ends
~Sep 30, 2026 Est

Equibles Rating

blended score · not investment advice
Overall
Strong Buy
SellHoldBuy
Technical Buy Momentum Very Strong Sentiment Neutral Fundamentals Limited Quant / Vol Very Low
Market backdrop VIX 18.6 · elevated Equity put/call 0.79
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg +22%
above
Price vs 50-day avg +7%
above
RSI (14) 65
neutral
MACD trend Negative
52-week position 97%
near high
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Strong
1-month return +5%
trailing
6-month return +29%
trailing
YTD return +32%
this year
Relative strength +23%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $76 › 200d $67 — 50d above 200d
Institutional flow Distributing
112 of 451 funds reported for Jun 30 · net -1.5M sh shares · +12 new
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
0.50% of float · ▼ -10.4% MoM · 5.5 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
451 holders — near 3-yr high, broad support
Squeeze score 44
elevated · 0–100
Fundamentals
Limited
Not enough data for a confident read.
Quant / Vol
risk profile
Very Low
Volatility 20%
annualized · 1-yr
Max drawdown −10%
past year
ATR 1.5%
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 Dec 31, 2025
Corporate segment loss · a quarter $110M – $120M

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

Technicals

trend & momentum for long-term holders Buy
1 · 3 · 3
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+22% Bullish
Price vs 50-day avg
+7% Bullish
RSI (14)
65 Neutral
MACD trend
Negative Bearish
52-week position
97% Bullish
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross) No cross
50d $76 › 200d $67 — 50d above 200d
Institutional flow Distributing
112 of 451 funds reported for Jun 30 · net -1.5M sh shares · +12 new
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
0.50% of float · ▼ -10.4% MoM · 5.5 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
451 holders — near 3-yr high, broad support
Price context
position in its 52-week range
52-wk low $56 Now $81 · 97% 52-wk high $82
vs 200-day avg +22% vs 50-day avg +7%

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
$45.59B +31.8% 0.5%
BRK-B
Berkshire Hathaway Inc
$692.32B -2.3% +0.0%
AIG
American International Group, Inc.
$41.92B -8.1% -1.7% 13.9 1.8%
HIG
Hartford Insurance Group, Inc.
$38.07B +2.4% +6.9% 9.1 1.8%
ACGL
Arch Capital Group Ltd.
$36.11B +4.4% +14.3% 8.0 2.5%

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 Reducing
Holders
459
% held
46.1%
Reported
112 of 451
Top holder
ROYAL BANK OF CANADA
Held Float
View
Held by Funds
Fund positions
190
View
Short & Settlement
Short Interest Falling
Shares short
2.8M
Days to cover
5.5d
Change
-320.0K sh
View
Short Volume
Short vol %
70%
As of
Jul 24, 2026
Short Total
View
Fails to Deliver
FTD shares
19.6K
Value
$1.5M
As of
Jun 29, 2026
View
Off-Exchange
Off-exchange %
38.4%
Week of
May 4, 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
Jul 6, 2026
This year
20
View
Earnings & Events
Earnings Calls
Last call
Mar 31, 2026
View
Investor Relations
Upcoming events
2
View

Performance

5D 20D 120D MTD YTD
SLF -0.3% +5.4% +29.0% +3.8% +31.8%
SPY -1.7% +0.7% +6.4% -1.2% +8.3%
vs SPY +1.4% +4.7% +22.6% +5.0% +23.6%

Capital returns

Latest dividend
$0.695 / share · ex May 27, 2026
Raised 3.4%
Paid (TTM)
$1.367 / share · 2 payouts
Dividend yield (TTM, derived)
· history filling in

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) 113 filings 110 filers Visit website Investor relations