XNYS • Financial Services

Sun Life Financial Inc. (SLF)

Life Insurance · SUN LIFE ASSURANCE CO OF CANADA, ONE YORK STREET, TORONTO, M5J 0B6

XNYSstockActive listing
78.67
-0.68 (-0.86%)
Quote updated 10/19/2026, 4:00:00 AM
Previous close79.35
Open79.31
Day range78.37 – 79.40
52-week range57.22 – 84.38
Volume331,769
Market cap42.81B
PRICE HISTORY

Stock price history and performance

Daily closing prices from the stored market history.

250 sessions
$86$79$71$63$55Oct 21Apr 21Oct 19
STOCK RESEARCH · EDITORIAL ANALYSIS

Sun Life Financial Inc. (SLF): Investment Research & Business Outlook

A research-led explanation of the company, its financial evidence, valuation context and risks—not just a list of market numbers.

Research note

What the available evidence tells us

The latest stored quote for Sun Life Financial Inc. (SLF) is 78.67, timestamped 10/19/2026, 4:00:00 AM. A quote is a point-in-time observation; it does not, by itself, explain why the price moved or establish whether the shares are attractive.

Business and financial quality

Sun Life Financial is one of the Big Three Canadian life insurers. The Canadian business contributed around 35% of its 2025 adjusted earnings. In that segment, the firm provides health, life insurance, and annuity products to individual and group customers. Its US business is mostly group health and contributed about 17% of the firm's adjusted earnings in 2025. Sun Life also offers life insurance and wealth products in several Asian markets with a strong presence in Hong Kong and the Philippines. The Asia segment contributed around 18% of adjusted 2025 earnings. Its asset management business had around CAD 1.2 trillion in total assets under management or administration at the end of 2025 and represents around 30% of the firm's earnings. Stored fundamentals include 4 usable headline metrics. These should be read across several reporting periods and compared with peers before drawing a conclusion about business quality.

Valuation: context matters

A usable trailing P/E value is not currently stored. Without a verified valuation metric and a relevant comparison set, this page does not label the shares cheap or expensive.

Price trend and quantitative outlook

The chart is based on 250 stored daily price observations. Historical performance describes what happened over that period; it is not a guarantee of future returns. The current stored quantitative model signal is “neutral”. Treat model outputs as scenarios with uncertainty, not as certain targets or personalized advice.

Key risks and what to watch next

Risk records exist for this company; review the risk and performance section below for the available volatility, drawdown and risk-adjusted measures. The next useful evidence to review is the company’s next reported financial results, changes in forward estimates, and primary-source disclosures.

Editorial integrity: this summary uses fields available in the current database. Missing evidence is called out rather than filled with invented facts.

What the numbers mean for investors

Business quality

A reliable revenue-growth reading is not available or is not positive in the latest stored snapshot. Review multiple reporting periods before judging the growth trajectory.

Profitability

Margin data is incomplete. Revenue alone cannot show whether the company converts sales into sustainable profit.

Valuation

A usable P/E value is not stored. Avoid calling the shares cheap or expensive until earnings and valuation data can be verified.

Price trend

The latest quote can be compared with the 20-, 50- and 200-day moving averages (78.42, 79.34, and 72.60). Moving averages describe trend, not intrinsic value, and can lag sudden market changes.

Bull case, bear case and evidence to watch

Bull case

The bullish case needs confirmation from reported revenue growth, cash generation, and future company disclosures; the current snapshot does not establish those conditions together.

Bear case

Potential downside still includes weaker demand, margin compression, competition, execution issues, or a broad market sell-off. Company-specific evidence is needed to quantify these risks.

What to watch next

Track the next earnings release, changes in revenue and margin trends, cash flow, management guidance, analyst estimate revisions, and primary-source filings. Update the thesis when new evidence arrives rather than relying on one ratio or forecast.

These interpretations are rule-based explanations of the stored fields, not independently verified company-specific forecasts. Missing data is not treated as zero; all investment cases remain conditional on new evidence.

US Market AI Research Desk · Data/research timestamp: Oct 19, 2026 · Methodology & disclaimer
QUANTITATIVE RESEARCH

Stock forecast and analysis: price outlook

Forecasts are model outputs, not promises or personalized investment advice.

neutral
HorizonModel targetExpected changeSignalConfidence score
24H78.68+0.02%neutral82
7D78.73+0.07%neutral82
30D78.82+0.19%neutral82
90D78.96+0.37%neutral82

Long-term model scenarios

Latest stored scenario per future target year. Bear, base and bull prices are model scenarios, not guaranteed targets. The relative model score is not a calibrated probability; uncertainty rises materially for distant years.

Target yearBase caseBear caseBull caseExpected CAGRRelative model scoreSignal
202776.7276.5978.23-1.3%62long-term-neutral
203078.8677.0284.680.36%61long-term-neutral
203593.3285.31107.932.05%59long-term-positive
2040116.8998.66144.812.96%57long-term-positive
2050185.95133.40263.973.7%52long-term-positive
COMPANY FUNDAMENTALS

Financial performance and company fundamentals

Reported fields from the current fundamentals snapshot.

Net income3.78BInterpret alongside the company’s history, sector peers, reporting period and data source.
Total assets398.46BInterpret alongside the company’s history, sector peers, reporting period and data source.
Total liabilities372.96BInterpret alongside the company’s history, sector peers, reporting period and data source.
Return on assets+0.95%Interpret alongside the company’s history, sector peers, reporting period and data source.
Market cap42.81BMarket value of outstanding shares, not the same as enterprise value.
52-week high84.38Highest stored price over the rolling year; not a fair-value estimate.
52-week low57.22Lowest stored price over the rolling year; not a support guarantee.
Average volume331,769Typical shares traded; helps assess liquidity but can change around events.
TECHNICALS

Technical indicators

Latest stored daily indicator snapshot; unavailable indicators are omitted.

Oct 20, 2026
RSI (14)50Momentum oscillator from 0–100; extreme readings are context, not automatic buy/sell signals.
SMA 2078.42Average closing price over about 20 trading sessions; a short-term trend reference.
SMA 5079.34Average closing price over about 50 sessions; often used to assess medium-term direction.
SMA 10078.96Interpret alongside the company’s history, sector peers, reporting period and data source.
SMA 20072.60Average closing price over about 200 sessions; a longer-term trend reference.
EMA 2078.48Interpret alongside the company’s history, sector peers, reporting period and data source.
EMA 5078.89Interpret alongside the company’s history, sector peers, reporting period and data source.
EMA 20073.14Interpret alongside the company’s history, sector peers, reporting period and data source.
MACD-0.36Interpret alongside the company’s history, sector peers, reporting period and data source.
MACD signal-0.54Interpret alongside the company’s history, sector peers, reporting period and data source.
MACD histogram0.17Difference between MACD and its signal line; sign and changes indicate momentum shifts.
Bollinger upper80.80Interpret alongside the company’s history, sector peers, reporting period and data source.
Bollinger middle78.42Interpret alongside the company’s history, sector peers, reporting period and data source.
Bollinger lower76.04Interpret alongside the company’s history, sector peers, reporting period and data source.
Stochastic74.38Interpret alongside the company’s history, sector peers, reporting period and data source.
Stochastic signal76.46622434982226Interpret alongside the company’s history, sector peers, reporting period and data source.
Williams %R-25.62Interpret alongside the company’s history, sector peers, reporting period and data source.
CCI24.69Interpret alongside the company’s history, sector peers, reporting period and data source.
MFI55.08Interpret alongside the company’s history, sector peers, reporting period and data source.
ROC+1.29%Interpret alongside the company’s history, sector peers, reporting period and data source.
OBV17.58MInterpret alongside the company’s history, sector peers, reporting period and data source.
Momentum0.08Interpret alongside the company’s history, sector peers, reporting period and data source.
Volatility+14.81%Interpret alongside the company’s history, sector peers, reporting period and data source.
ATR1.18Average true range estimates recent price movement size, not direction.
ADX47.57Measures trend strength, not whether the trend is bullish or bearish.
Support level75.39Interpret alongside the company’s history, sector peers, reporting period and data source.
Resistance level81.67Interpret alongside the company’s history, sector peers, reporting period and data source.
TrendneutralInterpret alongside the company’s history, sector peers, reporting period and data source.
REPORTED RESULTS

Financial statements, earnings history and estimate revisions

Recent normalized financial statement records.

Showing up to 60 recent statement records. Reported periods and statement types are preserved; blank values are not estimated. Contradictory zero sentinels are withheld instead of presented as verified facts.

PeriodStatementFiscal periodBasisRevenueCost of revenueGross profitOperating incomeNet incomeBasic EPSDiluted EPSCashTotal assetsTotal liabilitiesDebtEquityOperating cash flowCapexFree cash flowSource
Dec 31, 2025balance sheetFY-2025annual————————398.46B372.96B—————3spread
Dec 31, 2025income statementFY-2025annual————3.78B——————————3spread

Financial metric history

No verified records available for this section yet.

Earnings history

Dates reflect the source’s reported event date where available; dates from filing-based sources should not be interpreted as confirmed earnings-release dates.

No verified records available for this section yet.
LATEST DEVELOPMENTS

News and company updates

Stories linked to this stock in the current database.

RISK CONTEXT

Risk and performance profile

Computed risk/performance records; not a recommendation. Mathematically uninterpretable or extreme ratios are withheld rather than displayed as reliable facts.

Volatility+14.25%
Beta0.39
ATR1.23
Maximum drawdown-10.99%
Sharpe ratio1.26
Sortino ratio1.21
1-day return+0.44%
5-day return+0.08%
1-month return-4.00%
3-month return-2.41%
6-month return+22.18%
YTD return+24.57%
1-year return+28.82%
All-time return+33.86%
RESEARCH EVIDENCE

Source data and research records

Expandable evidence tables keep the main page focused while preserving detailed data.

Institutional holders and ownership

Showing up to 50 recent holder records. Values failing a basic implied-price check are withheld, not silently corrected.

PeriodFiledHolderCIKSharesValueOwnershipShares changeChange %Source
Jun 30, 2026Aug 14, 2026MAVERICK CAPITAL LTD9346392,981233.81K———SEC_13F_DATASET
Jun 30, 2026Aug 5, 2026Parallel Advisors, LLC16900104,341340.45K———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026RHUMBLINE ADVISERS11154181,966154.17K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026TWO SIGMA INVESTMENTS, LP1179392372,41329.2M———SEC_13F_DATASET
Jun 30, 2026Jul 16, 2026Rempart Asset Management Inc.18445713,685288.75K———SEC_13F_DATASET
Jun 30, 2026Jul 14, 2026Cromwell Holdings LLC18947121,719134.8K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026State of Tennessee, Department of Treasury1587973317,34224.91M———SEC_13F_DATASET
Jun 30, 2026Jul 15, 2026HIGHLINE WEALTH PARTNERS LLC2042654695.41K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026SYON CAPITAL LLC199935314,3991.13M———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026VANGUARD FIDUCIARY TRUST CO9334784,909,410385.45M———SEC_13F_DATASET
Jun 30, 2026Aug 10, 2026RITHOLTZ WEALTH MANAGEMENT16982189,766765.84K———SEC_13F_DATASET
Jun 30, 2026Aug 5, 2026Bleakley Financial Group, LLC193695325,5102M———SEC_13F_DATASET
Jun 30, 2026Aug 5, 2026111 Capital206041223,7701.86M———SEC_13F_DATASET
Jun 30, 2026Jul 13, 2026HOWLAND CAPITAL MANAGEMENT LLC10791122,783218.24K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Murchinson Ltd.183855665,0005.1M———SEC_13F_DATASET
Jun 30, 2026Aug 7, 2026VILLERE ST DENIS J & CO LLC11136294,177327.56K———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026Tidal Investments LLC16000645,229410.06K———SEC_13F_DATASET
Jun 30, 2026Aug 11, 2026IEQ CAPITAL, LLC177978919,4761.53M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Modern Wealth Management, LLC20019004,987391.05K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026CREDIT AGRICOLE S A119167211,800925.36K———SEC_13F_DATASET
Jun 30, 2026Jul 10, 2026Ballast, Inc.17304774,083320.19K———SEC_13F_DATASET
Jun 30, 2026Aug 11, 2026Amundi13303871,120,08287.84M———SEC_13F_DATASET
Jun 30, 2026Jul 9, 2026FRANKLIN STREET ADVISORS INC /NC10108733,170248.59K———SEC_13F_DATASET
Jun 30, 2026Aug 4, 2026SEB Asset Management AB212750990,9867.14M———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026APG Asset Management N.V.1434819387,12526.58M———SEC_13F_DATASET
Jun 30, 2026Jul 9, 2026Perkins Coie Trust Co15130381,871146.72K———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026NORGES BANK13741706,370,400499.65M———SEC_13F_DATASET
Jun 30, 2026Aug 11, 2026USS Investment Management Ltd158738161,7224.83M———SEC_13F_DATASET
Jun 30, 2026Aug 3, 2026PINNACLE ASSOCIATES LTD7431275,506431.78K———SEC_13F_DATASET
Jun 30, 2026Jul 8, 2026BEACON INVESTMENT ADVISORY SERVICES, INC.16545991,05082.34K———SEC_13F_DATASET
Jun 30, 2026Aug 11, 2026VestGen Advisors, LLC20501303,140246.24K———SEC_13F_DATASET
Jun 30, 2026Jul 8, 2026PensionDanmark Pensionsforsikringsaktieselskab1897090160,78912.62M———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026NORTHERN TRUST CORP731241,657129.94K———SEC_13F_DATASET
Jun 30, 2026Aug 3, 2026WASHINGTON TRUST Co10797364,230331.72K———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026Penserra Capital Management LLC159332433Withheld: value fails validation———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026EP Wealth Advisors, LLC15405696,919542.59K———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026LETKO, BROSSEAU & ASSOCIATES INC12974963,144,427246.79M———SEC_13F_DATASET
Jun 30, 2026Jul 23, 2026EVERGREEN CAPITAL MANAGEMENT LLC12608245,363420.57K———SEC_13F_DATASET
Jun 30, 2026Aug 11, 2026MITCHELL MCLEOD PUGH & WILLIAMS INC16321053,848301.76K———SEC_13F_DATASET
Jun 30, 2026Jul 7, 2026GAMMA Investing LLC201023557645.17K———SEC_13F_DATASET
Jun 30, 2026Aug 3, 2026Lester Murray Antman dba SimplyRich172588810,505Withheld: value fails validation———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026NATIXIS12749818,805690.49K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026HRT FINANCIAL LP147559739,786Withheld: value fails validation———SEC_13F_DATASET
Jun 30, 2026Aug 6, 2026FLPUTNAM INVESTMENT MANAGEMENT CO11403342,691211K———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026Sanctuary Advisors, LLC17772713,657286.78K———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026JPMORGAN CHASE & CO19617110,0238.59M———SEC_13F_DATASET
Jun 30, 2026Aug 11, 2026Wealthspire Advisors, LLC16462472,745215.26K———SEC_13F_DATASET
Jun 30, 2026Aug 11, 2026FIRST TRUST ADVISORS LP1125816444,99334.9M———SEC_13F_DATASET
Jun 30, 2026Jul 31, 2026TOBAM15274881,389Withheld: value fails validation———SEC_13F_DATASET
Jun 30, 2026Aug 6, 2026Argent Trust Co16252925,940465.81K———SEC_13F_DATASET
No verified records available for this section yet.
SEC filings

Showing up to 30 latest filings. Open the original SEC document when a URL is available.

FiledAcceptedFormDescriptionReporting periodAccessionSEC document
Oct 8, 2026—6-KFORM 6-KOct 8, 20260001279569-26-000962View filing
Sep 30, 2026—6-KFORM 6-KSep 29, 20260001279569-26-000928View filing
Sep 22, 2026—6-KFORM 6-KSep 21, 20260001279569-26-000901View filing
Sep 22, 2026—6-KFORM 6-KSep 21, 20260001279569-26-000902View filing
Sep 1, 2026—6-KFORM 6-KAug 31, 20260001279569-26-000840View filing
Aug 25, 2026—6-KFORM 6-KAug 25, 20260001279569-26-000825View filing
Aug 17, 2026—6-KFORM 6-KAug 14, 20260001279569-26-000792View filing
Aug 12, 2026—13F-HR—Jun 30, 20260001104659-26-094558View filing
Aug 7, 2026—6-K6-KJun 30, 20260001097362-26-000025View filing
Aug 7, 2026—6-K6-KJun 30, 20260001097362-26-000023View filing
Aug 7, 2026—6-KFORM 6-KAug 6, 20260001279569-26-000755View filing
Aug 7, 2026—6-KFORM 6-KAug 6, 20260001279569-26-000754View filing
Jul 31, 2026—6-KFORM 6-KJul 31, 20260001279569-26-000725View filing
Jul 6, 2026—6-KFORM 6-KJul 6, 20260001279569-26-000624View filing
Jul 2, 2026—6-KFORM 6-KJul 2, 20260001279569-26-000621View filing
Jun 30, 2026—6-KFORM 6-KJun 29, 20260001279569-26-000607View filing
Jun 17, 2026—6-KFORM 6-KJun 16, 20260001279569-26-000564View filing
May 27, 2026—6-KFORM 6-KMay 26, 20260001279569-26-000483View filing
May 14, 2026—13F-HR—Mar 31, 20260001104659-26-060809View filing
May 8, 2026—6-KFORM 6-KMay 7, 20260001279569-26-000413View filing
May 7, 2026—6-K6-KMar 31, 20260001097362-26-000018View filing
May 7, 2026—6-KFORM 6-KMay 6, 20260001279569-26-000390View filing
May 7, 2026—6-K6-KMar 31, 20260001097362-26-000016View filing
May 7, 2026—6-KFORM 6-KMay 6, 20260001279569-26-000391View filing
Mar 31, 2026—6-KFORM 6-KMar 30, 20260001279569-26-000243View filing
Mar 25, 2026—6-KFORM 6-KMar 24, 20260001279569-26-000233View filing
Mar 24, 2026—6-KFORM 6-KMay 6, 20260001062993-26-001587View filing
Mar 13, 2026—6-K6-KMar 13, 20260001193125-26-105274View filing
Mar 6, 2026—6-KFORM 6-KMar 5, 20260001279569-26-000189View filing
Feb 12, 2026—6-K6-KDec 31, 20250001097362-26-000008View filing
Quarterly and monthly research
PeriodResearch summary
Dec 31, 2025Latest reported fundamentals for fiscal period FY-2025.
MonthResearch summary
Oct 1, 2026Derived monthly snapshot; AI narrative pending
Data quality and provenance

This page does not fill gaps with sample data. Values shown above come from the connected market-data and research tables.

No verified records available for this section yet.
RetrievedDatasetProviderStatus
Oct 8, 2026company_profileUS Market AI / SEC-mapped universeVerified
Identifiers and model evaluation
IdentifierValueSource
cik1097362stocks.cik
tickerSLFstocks.symbol
No verified records available for this section yet.
QUICK ANSWERS

Frequently asked questions

What is SLF stock's current price?

The latest stored quote for SLF is 78.67. The quote timestamp is 10/19/2026, 4:00:00 AM. Prices can change during market hours.

What is the SLF stock forecast and analysis?

The latest available quantitative model signal is “neutral”. Review the forecast horizons alongside the company's reported financials, valuation, technical indicators and risks below; model outputs are estimates, not guarantees or personalized investment advice.

What is the SLF stock price target?

The forecast table shows stored quantitative model outputs for the available horizons. These are model targets, not necessarily Wall Street analyst consensus; a verified consensus target is not assumed unless explicitly stored.

What is the SLF stock price prediction for 2030?

A stored long-term model scenario for 2030 is shown in the forecast table. Long-range scenarios are highly uncertain and should be reviewed alongside the model version and assumptions.

What are the bullish and bearish views on SLF?

A sufficiently detailed analyst-opinion dataset is not currently stored for this stock. The bull and bear cases on this page are conditional evidence-based scenarios, not attributed analyst recommendations.

What is the SLF stock price prediction for 2026?

A verified 2026 long-term model output is not currently stored for this stock. Check the forecast section for available horizons rather than relying on an unsupported target.

Is SLF stock overvalued or undervalued?

The database does not currently contain a usable trailing P/E value. Without verified valuation inputs and a suitable comparison set, this page cannot responsibly label the shares overvalued or undervalued.

What is SLF's P/E ratio?

A usable trailing P/E ratio is not currently available in the stored valuation data.

What is SLF's 52-week high and low?

The stored 52-week range is 57.22 to 84.38. This describes the recent trading range, not a forecast or a guaranteed support/resistance level.

Does SLF pay a dividend, and what is its dividend history?

No dividend records are currently stored for this stock. That absence does not prove the company pays no dividend.

When is SLF's next earnings report?

An earnings date is not currently available in the stored earnings records. Check the company’s investor-relations website for its official calendar.

How has SLF stock performed recently?

The price chart uses 250 stored daily observations, and the market snapshot includes the latest available quote. Use the chart to inspect the period shown; past performance does not predict future returns.

Is SLF stock in a bullish or bearish trend?

The stored technical snapshot classifies the trend as “neutral”. This rule-based label is based on available indicators and is not a standalone buy or sell signal.

What are the main risks of investing in SLF?

Available risk metrics are shown in the risk and performance section. These metrics do not capture every business, competitive, regulatory or market risk; review company filings and disclosures as well.

Where can I find SLF's financial statements and earnings history?

Use the Financial Statements section for stored statement records, financial metric history, earnings results and estimate revisions. Coverage depends on the data available for this company.

Does US Market AI provide a guaranteed SLF price target?

No. Forecasts shown here are quantitative model outputs, not guarantees or personalized financial advice. Missing forecast values are left unavailable rather than filled with invented targets.

US MARKET AI · STOCK RESEARCH

Data availability varies by company and provider. Missing values are omitted rather than estimated. Forecasts are model outputs and should be independently evaluated.

Research updated Oct 19, 2026 · Research methodology · Disclaimer