SLF · Sun Life Financial Inc

Track SLF — free

$78.57 +0.90 (+1.16%) At close · Oct 2

Rebalance outlook locked

Market Cap

$44.43B

556.03M

Volume · Oct 2 548.34K Avg daily vol (3M) 755.52K

Up next

Next earnings call

Nov 5, 2026 Scheduled · in 5 wks

Q1 2026 earnings call transcript

call held May 7, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

View all 115 metrics

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

$7.00B

Latest balance sheet

Dividend yield

—

Trailing 12 months

Shares change YoY

—

Year over year · more shares

Price change (1Y)

+30.6%

Trailing year

Short interest

0.7%

Latest settlement · 5.8 days to cover

View all 115 metrics

Equibles Rating

blended score · not investment advice

Overall

Buy

SellHoldBuy

Technical Neutral Momentum Strong Sentiment Bullish Fundamentals Limited Quant / Vol Very Low

Market backdrop VIX 15.3 · calm Equity put/call 0.58

Technical

price trend

Neutral

50 / 200-day cross No cross

Price vs 200-day avg +10%

above

Price vs 50-day avg −2%

below

RSI (14) 43

neutral

MACD trend Negative

52-week position 79%

mid-range

Momentum

relative strength

Strong

1-month return −3%

trailing

6-month return +19%

trailing

YTD return +26%

this year

Relative strength +6%

vs S&P · 6-mo

Sentiment

smart money

Bullish

Trend (MA cross) No cross

50d $80 › 200d $72 — 50d above 200d

Institutional flow Accumulating

3 of 499 funds reported for Sep 30 · net +280 sh shares

Insider flow Flat

No net insider activity over 90 days

Short interest Falling

0.71% of float · ▼ -36.4% MoM · 5.8 days cover

Volume signal Normal

Volume near normal

Institution breadth Multi-yr high

499 holders — near 3-yr high, broad support

Squeeze score 40

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 1.5%

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

what management promised — and delivered

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 Neutral

1 · 4 · 1

50 / 200-day cross

No cross Neutral

Price vs 200-day avg

+10% Bullish

Price vs 50-day avg

−2% Neutral

RSI (14)

43 Neutral

MACD trend

Negative Bearish

52-week position

79% Neutral

Market signals — smart money & positioning

Bullish · 3 of 6

Trend (MA cross) No cross

50d $80 › 200d $72 — 50d above 200d

Institutional flow Accumulating

3 of 499 funds reported for Sep 30 · net +280 sh shares

Insider flow Flat

No net insider activity over 90 days

Short interest Falling

0.71% of float · ▼ -36.4% MoM · 5.8 days cover

Volume signal Normal

Volume near normal

Institution breadth Multi-yr high

499 holders — near 3-yr high, broad support

Price context

position in its 52-week range

Range low $58 Now $79 · 79% Range high $84

vs 200-day avg +10% vs 50-day avg -2%

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	$44.43B	+25.9%	—	—	0.7%
BRK-B Berkshire Hathaway Inc	$707.57B	+0.0%	+0.0%	—	0.9%
AIG American International Group, Inc.	$38.15B	-12.4%	-1.7%	13.3	2.0%
HIG Hartford Insurance Group, Inc.	$33.65B	-8.5%	+6.9%	8.0	1.5%
ACGL Arch Capital Group Ltd.	$32.36B	-2.4%	+14.3%	7.4	2.1%

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

499

% held: 46.7%
Reported: 3 of 499
Top holder: ROYAL BANK OF CANADA

Held Float

View

Held by Funds

Fund positions

213

View

Short & Settlement

Short Interest Falling

Shares short

3.9M

Days to cover: 5.8d
Change: -2.3M sh

View

Short Volume

Short vol %

74%

As of: Oct 2, 2026

Short Total

View

Fails to Deliver

FTD shares

4.3K

Value: $337.7K
As of: Sep 10, 2026

View

Off-Exchange

Off-exchange %

84.2%

Week of: Aug 24, 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 30, 2026
This year: 31

View

Earnings & Events

Webcasts Upcoming

Next webcast

Nov 5, 2026

Last webcast: Aug 7, 2026

View

Investor Relations

Upcoming events

View

Performance

	5D	20D	120D	MTD	YTD
SLF	-1.7%	-2.8%	+18.5%	+0.8%	+25.9%
SPY	-0.2%	-0.5%	+12.2%	+0.9%	+12.9%
vs SPY	-1.5%	-2.3%	+6.4%	-0.2%	+13.1%

Key facts CIK 1097362 CUSIP 866796105 13F (30d) 12 filings 10 filers Visit website Investor relations

SLF · Sun Life Financial Inc

Price & Indicators

Up next

Metrics snapshot

Equibles Rating

Guidance & track record

Technicals

Versus peers

At a glance

Performance