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SLF · Sun Life Financial Inc

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$80.41 -0.30 (-0.37%) At close · Aug 18
Market Cap
$44.70B
Shares
556.71M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$80.41 Open$80.97 Day$80.22–80.97 52W close$57.60–84.07 Avg vol 30d655K Short int5.1M · 0.9% float · 8.8d Short vol57% Last earningsAug 7, 2026 DataJan 2020–Aug 2026

Up next

Next earnings call
Nov 7, 2026 Est · unconfirmed · in 11 wks
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 15.2 · calm Equity put/call 0.65
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg +17%
above
Price vs 50-day avg +1%
above
RSI (14) 47
neutral
MACD trend Negative
52-week position 86%
near high
Momentum
relative strength
Very Strong
1-month return −1%
trailing
6-month return +23%
trailing
YTD return +29%
this year
Relative strength +12%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $80 › 200d $68 — 50d above 200d
Institutional flow Accumulating
+10% holders QoQ · +78 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
0.92% of float · ▲ +84.8% MoM · 8.8 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
497 holders — near 3-yr high, broad support
Squeeze score 63
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 Dec 31, 2025
Corporate segment loss · a quarter $110M – $120M
Prior guidance period ended · from the Earnings Call filed Jun 30, 2024
Underlying earnings from dental · 2025 $100M

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

Technicals

trend & momentum for long-term holders Buy
1 · 2 · 3
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+17% Bullish
Price vs 50-day avg
+1% Bullish
RSI (14)
47 Neutral
MACD trend
Negative Bearish
52-week position
86% Bullish
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross) No cross
50d $80 › 200d $68 — 50d above 200d
Institutional flow Accumulating
+10% holders QoQ · +78 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
0.92% of float · ▲ +84.8% MoM · 8.8 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
497 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $58 Now $80 · 86% Range high $84
vs 200-day avg +17% 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
$44.70B +28.9% 0.9%
BRK-B
Berkshire Hathaway Inc
$705.88B +0.1% +0.0% 0.9%
AIG
American International Group, Inc.
$39.80B -11.0% -1.7% 13.9 1.4%
HIG
Hartford Insurance Group, Inc.
$37.03B +0.8% +6.9% 8.9 1.7%
ACGL
Arch Capital Group Ltd.
$33.75B +3.1% +14.3% 7.8 2.4%

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
497
% held
46.7%
Net QoQ
+2.9M sh
Top holder
ROYAL BANK OF CANADA
Held Float
View
Held by Funds
Fund positions
207
View
Short & Settlement
Short Interest Rising
Shares short
5.1M
Days to cover
8.8d
Change
+2.3M sh
View
Short Volume
Short vol %
57%
As of
Aug 18, 2026
Short Total
View
Fails to Deliver
FTD shares
14.7K
Value
$1.2M
As of
Jul 31, 2026
View
Off-Exchange
Off-exchange %
44.3%
Week of
Jul 13, 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
Aug 17, 2026
This year
26
View
Earnings & Events
Earnings Calls
Last call
Aug 7, 2026
View
Investor Relations
Upcoming events
1
View

Performance

5D 20D 120D MTD YTD
SLF -0.2% -0.7% +22.7% -3.1% +28.9%
SPY -0.4% +2.6% +10.7% +2.7% +12.5%
vs SPY +0.2% -3.3% +12.0% -5.8% +16.3%

Capital returns

Latest dividend
$0.695 / share · ex May 27, 2026
Declared · upcoming
$0.96 / share · ex Aug 26, 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) 465 filings 440 filers Visit website Investor relations