SLF
Sun Life Financial Inc. NYSE Listed Mar 23, 2000$78.95
+1.30%
vs $77.94
Mkt Cap $45.2B
52w Low $56.54
100.0% of range
52w High $78.95
50d MA $71.95
200d MA $64.32
P/E (TTM)
12.8x
EV/EBITDA
10.2x
P/B
1.8x
Debt/Equity
0.9x
ROE
—
P/FCF
3.3x
RSI (14)
84.10
ATR (14)
$1.09
Beta
0.79
50d MA
$71.95
200d MA
$64.32
Avg Volume
773.9K
Sun Life Financial Inc., a financial services company, provides insurance, wealth, and asset management solutions to individuals and corporate clients worldwide. It offers term and permanent life, as well as personal health, dental, critical illness, long-term care, and disability insurance products. The company also provides reinsurance products; investment counselling and portfolio management services; mutual funds and segregated funds; trust and banking services; real estate property brokerage and appraisal services; and merchant banking services. It distributes its products through direct sales agents, managing and independent general agents, financial intermediaries, broker-dealers, banks, pension and benefits consultants, and other third-party marketing organizations. The company was founded in 1871 and is headquartered in Toronto, Canada.
1 York Street · Toronto, ON M5J 0B6 · CA
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| May 6, 2026 | AMC | 1.35 | 1.38 | +2.2% | 73.10 | -2.7% | -4.9% | +0.8% | +0.7% | +0.1% | +0.3% | — |
| Feb 11, 2026 | AMC | 1.35 | 1.41 | +4.4% | 64.91 | +2.8% | +5.9% | +0.3% | -1.6% | -2.2% | -1.5% | — |
| Nov 5, 2025 | AMC | 1.30 | 1.35 | +3.8% | 61.67 | -2.0% | -4.2% | -0.9% | -0.8% | -0.2% | +2.0% | — |
| Aug 7, 2025 | AMC | 1.29 | 1.29 | +0.0% | 61.49 | -4.0% | -8.1% | +0.6% | +1.3% | +0.6% | +0.2% | — |
| May 8, 2025 | AMC | 1.22 | 1.27 | +4.1% | 59.94 | +1.9% | +3.7% | +0.5% | -0.1% | +0.9% | +0.2% | — |
| Feb 12, 2025 | AMC | 0.90 | 1.20 | +32.9% | 59.01 | -3.4% | -6.3% | -0.3% | +0.7% | +0.8% | -1.5% | — |
| Nov 4, 2024 | AMC | 1.22 | 1.27 | +4.1% | 55.68 | +3.7% | +3.8% | +1.9% | +1.2% | -0.6% | +0.6% | — |
| Aug 12, 2024 | AMC | 1.18 | 1.25 | +5.9% | 47.96 | +3.0% | +5.3% | +0.9% | +1.2% | +1.5% | +0.3% | — |
| May 9, 2024 | AMC | 1.21 | 1.10 | -9.1% | 53.70 | -4.5% | -6.7% | +1.1% | +0.3% | +0.1% | +1.3% | — |
| Feb 7, 2024 | AMC | 1.17 | 1.25 | +6.8% | 52.58 | +0.0% | +0.4% | +0.6% | -0.5% | -1.9% | +1.5% | — |
| Nov 13, 2023 | AMC | 1.15 | 1.16 | +0.9% | 47.84 | +0.6% | +4.6% | +0.7% | -0.4% | +0.9% | +0.3% | — |
| Aug 8, 2023 | AMC | 1.17 | 1.17 | +0.0% | 51.05 | -0.8% | -0.4% | -0.6% | -0.1% | -0.9% | -2.2% | — |
| May 11, 2023 | AMC | 1.12 | 1.13 | +0.9% | 47.78 | +1.8% | +0.4% | +2.7% | -0.5% | +0.9% | +0.3% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 24 | National Bank Financial | Upgrade | Sector Perform → Outperform | — | $70.74 | $71.75 | +1.4% | +1.1% | -1.2% | +0.7% | -1.0% | +2.2% |
| Nov 10 | RBC Capital | Downgrade | Outperform → Sector Perform | — | $58.54 | $58.59 | +0.1% | -0.8% | -0.2% | +2.0% | -0.4% | +0.5% |
| May 12 | RBC Capital | Maintains | Outperform → Outperform | — | $62.14 | $62.91 | +1.2% | +0.5% | -0.1% | +0.9% | +0.2% | -0.3% |
| Aug 10 | Credit Suisse | Maintains | Outperform → Outperform | — | $50.84 | $50.86 | +0.0% | -0.6% | -0.1% | -0.9% | -2.2% | -0.5% |
| May 12 | CFRA | Maintains | Hold → Hold | — | $34.38 | $34.53 | +0.4% | -2.0% | -3.9% | -0.5% | -0.1% | +4.9% |
| Feb 14 | CFRA | Maintains | Hold → Hold | — | $49.18 | $49.50 | +0.7% | +1.9% | -1.5% | -0.0% | +0.2% | -0.5% |
| Jul 1 | Argus | Maintains | Buy → Buy | — | $41.36 | $41.91 | +1.3% | +0.9% | -0.2% | +0.8% | +0.5% | -0.5% |
| Mar 14 | CIBC | Downgrade | Neutral → Underperform | — | $38.26 | $37.96 | -0.8% | -0.7% | +0.9% | +0.8% | +0.9% | -1.2% |
| Feb 6 | Scotiabank | Downgrade | Sector Outperform → Sector Perform | — | $36.43 | $35.89 | -1.5% | -0.9% | -0.9% | -0.2% | -1.7% | +1.2% |
| May 5 | Argus | Upgrade | Hold → Buy | — | — | — | — | — | — | — | — | — |
| May 5 | Argus | Downgrade | Buy → Hold | — | — | — | — | — | — | — | — | — |
| Apr 5 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $40.88 | $40.76 | -0.3% | +0.2% | -1.6% | +1.0% | +0.8% | -0.5% |
| Feb 16 | BMO Capital | Upgrade | Market Perform → Outperform | — | $42.52 | $42.84 | +0.8% | +0.7% | -0.7% | +1.5% | -1.5% | +0.8% |
| Nov 13 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $38.88 | $38.64 | -0.6% | +0.1% | -0.1% | -0.1% | +1.3% | +0.0% |
| Oct 5 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $39.89 | $39.78 | -0.3% | -0.2% | -0.1% | +0.1% | +1.1% | -1.0% |
| May 10 | Credit Suisse | Downgrade | Outperform → Neutral | — | $35.59 | $34.35 | -3.5% | -2.7% | -1.8% | -0.9% | +0.4% | -1.0% |
| Dec 23 | Argus | Downgrade | Buy → Hold | — | $38.65 | $38.33 | -0.8% | -1.1% | -0.1% | -0.6% | +0.5% | +0.8% |
| Nov 17 | Canaccord Genuity | Downgrade | Buy → Hold | — | $37.94 | $37.67 | -0.7% | +0.7% | +0.7% | +2.2% | +0.2% | +0.3% |
| Jul 27 | Jefferies | Maintains | Hold → Hold | — | $33.03 | $33.13 | +0.3% | -0.7% | +0.2% | +0.3% | -1.1% | -0.6% |
| Feb 11 | CIBC | Upgrade | Sector Perform → Sector Outperform | — | $27.26 | $27.29 | +0.1% | -2.0% | +4.9% | +1.7% | +5.0% | -0.4% |
| Dec 23 | Argus | Upgrade | Hold → Buy | — | $31.06 | $31.53 | +1.5% | +2.0% | +0.3% | -0.6% | +1.9% | -1.6% |
| Nov 5 | Macquarie | Downgrade | Outperform → Neutral | — | $33.93 | $33.02 | -2.7% | -1.9% | +1.7% | -0.2% | +0.1% | -0.2% |
| Aug 6 | Credit Suisse | Upgrade | Neutral → Outperform | — | $32.46 | $33.34 | +2.7% | +6.3% | -0.9% | +1.5% | -0.6% | -1.2% |
| Jun 10 | RBC Capital | Upgrade | Sector Perform → Outperform | — | $33.73 | $34.34 | +1.8% | +3.3% | -0.4% | -1.2% | -0.3% | +0.4% |
| Nov 7 | BMO Capital | Maintains | Outperform → Outperform | — | $33.96 | $34.18 | +0.6% | +2.1% | +1.8% | -1.3% | -0.2% | +0.7% |
| Aug 8 | BMO Capital | Upgrade | Market Perform → Outperform | — | $31.63 | $32.48 | +2.7% | +3.5% | +0.5% | -0.9% | +0.7% | -0.3% |
| Dec 19 | Cormark Securities | Downgrade | Buy → Market Perform | — | $26.62 | $26.44 | -0.7% | +0.8% | +0.4% | -0.6% | +0.1% | -0.9% |
| Dec 17 | Canaccord Genuity | Downgrade | Hold → Sell | — | $28.19 | $27.95 | -0.9% | -3.6% | -2.1% | +0.8% | +0.4% | -0.6% |
| Nov 9 | BMO Capital | Maintains | Market Perform → Market Perform | — | $25.27 | $24.99 | -1.1% | +3.2% | +1.3% | -0.3% | -3.6% | -0.1% |
| Nov 9 | Barclays | Maintains | Underweight → Underweight | — | $25.27 | $24.99 | -1.1% | +3.2% | +1.3% | -0.3% | -3.6% | -0.1% |
| Oct 11 | Desjardins | Downgrade | Buy → Hold | — | $23.73 | $23.84 | +0.5% | +0.3% | -0.0% | +0.8% | +1.3% | +1.8% |
| May 11 | BMO Capital | Maintains | Market Perform → Market Perform | — | $22.56 | $22.54 | -0.1% | +3.1% | -1.9% | -2.8% | -2.3% | -3.3% |
| May 11 | Credit Suisse | Upgrade | Neutral → Outperform | — | $22.56 | $22.54 | -0.1% | +3.1% | -1.9% | -2.8% | -2.3% | -3.3% |
| Feb 17 | Desjardins | Downgrade | Buy → Hold | — | $20.94 | $21.00 | +0.3% | -0.5% | +3.4% | -2.3% | +1.2% | -0.2% |
No insider trades available.
No recent filings available.
Institutional (13F) — Top 20
All ↗
| # | Manager | Shares | Value | Chg | Period |
|---|---|---|---|---|---|
| 1 | Royal Bank Of Canada | 41,647,668 | $2.6B | Reduced | Mar 2026 |
| 2 | Vanguard Capital Management Llc | 15,974,651 | $1.0B | New | Mar 2026 |
| 3 | Bank Of Montreal /can/ | 10,383,850 | $651M | — | Mar 2026 |
| 4 | Cibc World Market Inc. | 9,316,439 | $583M | Added | Mar 2026 |
| 5 | 1832 Asset Management L.p. | 9,063,878 | $567M | Reduced | Mar 2026 |
| 6 | Morgan Stanley | 7,905,292 | $493M | Added | Dec 2025 |
| 7 | Bank Of Nova Scotia | 6,869,280 | $430M | Added | Mar 2026 |
| 8 | Toronto Dominion Bank | 6,241,385 | $390M | Added | Dec 2025 |
| 9 | Fmr Llc | 5,846,899 | $366M | Added | Mar 2026 |
| 10 | Td Waterhouse Canada Inc. | 5,528,134 | $346M | Added | Mar 2026 |
| 11 | Federation Des Caisses Desjardins Du Quebec | 5,482,153 | $341M | Reduced | Mar 2026 |
| 12 | Letko, Brosseau & Associates Inc | 3,264,408 | $204M | Added | Mar 2026 |
| 13 | Beutel, Goodman & Co Ltd. | 2,907,092 | $182M | Reduced | Mar 2026 |
| 14 | Connor, Clark & Lunn Investment Management Ltd. | 2,748,278 | $172M | Reduced | Dec 2025 |
| 15 | Jpmorgan Chase & Co | 2,765,802 | $171M | Added | Mar 2026 |
| 16 | Cardinal Capital Management, Inc. | 2,231,424 | $139M | Added | Mar 2026 |
| 17 | Intact Investment Management Inc. | 2,012,083 | $126M | Added | Dec 2025 |
| 18 | Healthcare Of Ontario Pension Plan Trust Fund | 1,601,200 | $100M | Added | Mar 2026 |
| 19 | Picton Mahoney Asset Management | 1,374,917 | $86M | New | Mar 2026 |
| 20 | Cibc Asset Management Inc | 1,358,872 | $85M | Added | Mar 2026 |
Mutual Funds / ETFs (N-PORT) — Top 20
All ↗
Valuation
Market Cap
$45.21B
Enterprise Value
$54.43B
P/E (TTM)
12.84x
Forward P/E
13.60x
PEG Ratio
0.80x
P/B
1.78x
P/S
1.07x
P/FCF
3.32x
EV/EBITDA
10.23x
Shares Out
572.6M
Financials (TTM)
Revenue
$42.17B
Net Income
$3.74B
EBITDA
$5.32B
Free Cash Flow
$13.60B
Op Cash Flow
$13.75B
EPS Basic
$6.16
EPS Diluted
$6.15
EPS Forward
$5.80
Gross Margin
100.0%
Op Margin
11.4%
Net Margin
8.9%
Balance Sheet
Total Assets
$398.13B
Total Liab.
$372.66B
Total Equity
$25.47B
Cash
$9.68B
LT Debt
$18.90B
Book Value/Sh
$44.48
Debt/Equity
0.90x
Current Ratio
0.00
Quick Ratio
0.00
Returns & Growth
ROE
—
ROA
—
ROIC
0.9%
Rev Growth YoY
+22.3%
EPS Growth YoY
+16.4%
Price Returns
2W
+0.2%
1M
-0.4%
3M
+9.5%
6M
+21.4%
12M
+11.1%
Technicals
52W High
$78.95
52W Low
$56.54
50d MA
$71.95
200d MA
$64.32
RSI (14)
84.10
ATR (14)
$1.09
Beta
0.79
Avg Volume
774K
Dividends
Div Rate
$3.60
Div Yield
5.0%
Frequency
4
Ex-Div Date
Feb 25, 2026
Analyst Price Targets
Consensus
$72.70
High
$92.00
Low
$50.93
Median
$73.94
Data updated apr 27, 2026 1:38am
· Source: financialmodelingprep.com