Market Cap
$43.4B
SLF
SUN LIFE FINANCIAL INC
$78.11 ▲ +0.57%
Prev close $77.67Market cap$43.4B
ConsensusHold
12-mo target$63.95 (-18.1%)
▲ Neutral
Analyst conviction 5/10
High Impact Filing (7/10)32 New Institutional Positions16 Institutional Exits Traditional Finance
Snapshot
The big-picture read on SLF right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Buy (53%)
Inst. Holders
50 funds
Inst. Value
$17.6B
Inst. Activity
32 buys / 16 sells
SEC Reports
10
Press Releases
1
Price chart 30d -1.7%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 21, 2026 other
Aug 25, 2026 SEC Sun Life announces intention to redeem Series 2021-1 Subordinated Unsecured 2.46% Fixed/Floating Debentures
TORONTO, Sept. 21, 2026 /PRNewswire/ -- Sun Life Financial Inc. (TSX: SLF) (NYSE: SLF) ("Sun Life")
Sun Life Financial Inc. (SLF) announced a strategic reinsurance and asset management partnership with Wilton Re to estab
6-K — Impact 5/10
Sun Life Financial declared a Q3 2026 common dividend of $0.96 per share, unchanged from the prior quarter, alongside ro
PRESS-RELEASE — Impact 2/10
Sun Life announced Chair succession: Scott Powers will retire at the May 2027 AGM, to be succeeded by Joseph Natale. Thi
PRESS-RELEASE — Impact 2/10
Sun Life issued a press release cautioning shareholders against an unsolicited mini-tender offer from Ocehan LLC to purc
Impact 2/10
Jun 30, 2026 Inst.
TD ASSET MANAGEMENT INC — TRIM
10,101,426 shares ($792.8M)
Jun 30, 2026 Inst.
NORGES BANK — NEW
6,370,400 shares ($499.7M)
Jun 1, 2026 Event
Genesett Corporation v. Sun Life Assurance Company of Canada
Court ruling from District Court, D. Massachusetts. Docket: 1:23-cv-12276
Analyst ratings buy % +0.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
53% rate it Buy or better · 19 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 3, 2026 | Argus Research | MAINTAIN | Buy | 54% |
| Aug 10, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| May 11, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 6 | 8 | 1 | 0 | 53% | |
| Aug 1, 2026 | 4 | 7 | 7 | 1 | 0 | 58% | |
| Jul 1, 2026 | 4 | 7 | 7 | 1 | 0 | 58% | |
| Jun 1, 2026 | 4 | 7 | 7 | 1 | 0 | 58% | |
| May 1, 2026 | 4 | 7 | 7 | 1 | 0 | 58% | |
| Apr 1, 2026 | 4 | 6 | 8 | 1 | 0 | 53% | |
| Mar 1, 2026 | 4 | 6 | 8 | 1 | 0 | 53% | |
| Feb 1, 2026 | 4 | 6 | 8 | 1 | 0 | 53% |
Price targets
Where 1 covering analysts think SLF trades over the next 12 months.
$63.95 -18.1% upside Strong Sell
Current$78.11 Low$63.95 Median$63.95 High$63.95 1 analysts
$63.95$63.95
Analyst rating Buy· 2.4/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
10 SEC filing reports analyzed · 2 bullish, 2 bearish, 0 mixed, 6 neutral · avg impact 3.8/10.Plus 1 press releases.
BULLISH6-K5/10
Sun Life Financial Inc. (SLF) announced a strategic reinsurance and asset management partnership wit
Aug 25, 2026
NEUTRALPRESS-RELEASE2/10
Sun Life Financial declared a Q3 2026 common dividend of $0.96 per share, unchanged from the prior q
Aug 6, 2026
NEUTRALPRESS-RELEASE2/10
Sun Life announced Chair succession: Scott Powers will retire at the May 2027 AGM, to be succeeded b
Aug 6, 2026
NEUTRALPRESS-RELEASE5/10
Sun Life reported Q2 2026 underlying EPS of $2.02, up 13% YoY, and underlying net income of $1,123M
Aug 6, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 21, 2026
other
Sun Life announces intention to redeem Series 2021-1 Subordinated Unsecured 2.46% Fixed/Floating Debentures
TORONTO, Sept. 21, 2026 /PRNewswire/ -- Sun Life Financial Inc. (TSX: SLF) (NYSE: SLF) ("Sun Life") today announced its intention to redeem all of the
Sep 21, 2026
other
Sun Life Reports Results of Conversion Privilege of Class A Non-Cumulative Rate Reset Preferred Shares Series 10R and Class A Non-Cumulative Floating Rate Preferred Shares Series 11QR
TORONTO, Sept. 21, 2026 /PRNewswire/ -- Sun Life Financial Inc. (TSX: SLF) (NYSE: SLF) ("Sun Life") today announced that 1,400 of its 6,838,672 Class
Sep 15, 2026
short_interest_report
Short Interest: SLF down 36% to 3.9M shares
Settlement 2026-09-15 | Days to cover: 5.75 | ≈0.71% of shares outstanding (est.)
Aug 31, 2026
dividend
Sun Life Announces Dividend Rates on Class A Non-Cumulative Rate Reset Preferred Shares Series 10R and Class A Non-Cumulative Floating Rate Preferred Shares Series 11QR
TORONTO, Aug. 31, 2026 /PRNewswire/ -- Sun Life Financial Inc. (TSX: SLF) (NYSE: SLF) today announced the applicable dividend rates for its Class A No
Aug 25, 2026
short_volume
Short Volume: SLF — 98.9% short (5.8M / 5.9M)
Short: 5,796,471 | Exempt: 704 | TRF Vol: 5,859,630 | Short Ratio: 98.9% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.03 | $1.92–$2.09 | 9.3% | +0.5% | 4↑ 3↓ | $0.0B | 10 |
| Next Q | $2.09 | $2.00–$2.17 | 6.8% | +0.6% | 3↑ 3↓ | $0.0B | 10 |
| Current FY | $8.04 | $7.82–$8.12 | 7.9% | +0.2% | 12↑ 0↓ | $43.1B | 12 |
| Next FY | $8.68 | $8.34–$9.06 | 7.9% | -0.0% | 6↑ 2↓ | $44.4B | 13 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.033 | — |
| 7d ago | $2.035 | -0.002 |
| 30d ago | $2.023 | +0.009 |
| 60d ago | $2.009 | +0.023 |
| 90d ago | $2.012 | +0.021 |
Institutional ownership
Which big funds own SLF (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $17.6B total value (221,783,693 shares) as of 2026-Q2. Top holders: NOMURA, ROYAL, VANGUARD. Net buying activity: 32 institutions added/increased vs 16 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0.00 | 0.0% | — |
| ROYAL BANK OF CANADA | 41,552,120 | $3.3B | 18.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 16,048,272 | $1.3B | 7.1% | — |
| BANK OF MONTREAL /CAN/ | 12,232,736 | $959.5M | 5.4% | — |
| TD ASSET MANAGEMENT INC | 10,101,426 | $792.8M | 4.5% | TRIM -28.0% |
| MACKENZIE FINANCIAL CORP | 6,244,664 | $695.3M | 3.9% | — |
| CIBC WORLD MARKET INC. | 8,076,018 | $633.5M | 3.6% | ADD +39.1% |
| 1832 Asset Management L.P. | 7,965,126 | $624.6M | 3.5% | — |
| BANK OF NOVA SCOTIA | 6,930,024 | $544.1M | 3.1% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 6,460,912 | $526.4M | 3.0% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| TD ASSET MANAGEMENT INC | TRIM | 14,022,998 | 10,101,426 | -28.0% | $792.8M |
| NORGES BANK | NEW | — | 6,370,400 | — | $499.7M |
| FIL Ltd | DOUBLED | 3,321 | 5,916,829 | +178064.1% | $464.5M |
| CIBC Asset Management Inc | DOUBLED | 1,358,872 | 3,839,581 | +182.6% | $300.9M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | TRIM | 6,945,264 | 3,739,937 | -46.2% | $293.1M |
| TORONTO DOMINION BANK | TRIM | 7,050,377 | 3,639,967 | -48.4% | $285.5M |
| Fiera Capital Corp | ADD | 2,301,995 | 3,126,682 | +35.8% | $245.0M |
| WELLINGTON MANAGEMENT GROUP LLP | ADD | 2,170,349 | 2,810,328 | +29.5% | $220.6M |
| PICTON MAHONEY ASSET MANAGEMENT | ADD | 1,374,917 | 2,061,273 | +49.9% | $161.4M |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | ADD | 957,032 | 1,486,005 | +55.3% | $116.6M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for SLF.
Shares short
3,935,950
Settlement Sep 15, 2026
Change vs prior
-36.4%
Semi-monthly cycle
Days to cover
5.8
At avg daily volume
Of shares outstanding
≈0.7%
Estimate — not % of float
All SLF filing & press-release reports (11)
- 6-K reportAug 25, 2026
- PRESS-RELEASE reportAug 6, 2026
- PRESS-RELEASE reportAug 6, 2026
- PRESS-RELEASE reportAug 6, 2026
- 6-K reportJul 31, 2026
- PRESS-RELEASE reportJul 23, 2026
- 6-K reportJul 6, 2026
- PRESS-RELEASE reportJul 3, 2026
- 6-K reportJul 2, 2026
- COURT-RULING reportJun 20, 2026
- INST-CLUSTER reportFeb 28, 2026