SLF
SUN LIFE FINANCIAL INC
$77.66
+1.38%
$43.0B
No data for this timeframe.
Vol
Market Cap$43.0B
Cap SizeLarge Cap
Analyst ConsensusBuy (58%)
Inst. Holders50 funds
Inst. Value$12.1B
Inst. Activity26 buys / 10 sells
SEC Reports1
Recent Activity
Feb 28, 2026
SEC
Four major institutions, including Norges Bank and Morgan Stanley, significantly increased or initiated positions in Sun
INST-CLUSTER — Impact 7/10
Inst.
CIBC WORLD MARKET INC. — ADD
9,316,439 shares ($583.5M)
Inst.
TD Waterhouse Canada Inc. — DOUBLED
5,528,134 shares ($345.9M)
May 20, 2026
ftd
FTD: SLF — 30,954 shares ($2.2M) failed to deliver
Settlement: 20260520, Price: $71.59, FTD Value: $2,215,996.86, SUN LIFE FINANCIAL INC
May 15, 2026
Event
HSR Early Termination: Sun Life Financial Inc.; Bell Partners Inc.
The FTC granted early termination of the HSR Act waiting period for a transaction involving Sun Life
Price Targets
$65.29
-15.9% upside
Strong Sell
Current $77.66
Low $55.47
Median $65.29
High $75.10
2 analysts
$55.47
$75.10
Analyst Ratings
4Strong Buy
7Buy
7Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 11, 2026 | RBC Capital | MAINTAIN | Sector Perform → Sector Perform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $1.93 | $1.87 — $2.00 | 8% YoY | 11 |
| Next Q | $2.01 ▼ -0.7% | $1.93 — $2.07 | 8% YoY | 11 |
| Current FY | $7.85 | $6.88 — $8.13 | 5% YoY | 15 |
| Next FY | $8.53 | $7.39 — $8.97 | 9% YoY | 15 |
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| NOMURA ASSET MANAGEMENT CO | — | — |
| ROYAL BANK OF CANADA | $2.6B | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.0B | — |
| TD ASSET MANAGEMENT INC | $875.7M | — |
| BANK OF MONTREAL /CAN/ | $650.7M | — |
50 institutional holders with $12.1B total value (193,038,924 shares) as of 2026-Q1. Top holders: NOMURA, ROYAL, VANGUARD. Net buying activity: 26 institutions added/increased vs 10 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | NOMURA ASSET MANAGEMENT CO LTD | — | $0.00 | 0.0% | — |
| 2 | ROYAL BANK OF CANADA | 41,647,668 | $2.6B | 21.5% | — |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 15,974,651 | $1.0B | 8.3% | — |
| 4 | TD ASSET MANAGEMENT INC | 14,022,998 | $875.7M | 7.2% | — |
| 5 | BANK OF MONTREAL /CAN/ | 10,383,850 | $650.7M | 5.4% | — |
| 6 | CIBC WORLD MARKET INC. | 9,316,439 | $583.5M | 4.8% | ADD +39.1% |
| 7 | 1832 Asset Management L.P. | 9,063,878 | $567.0M | 4.7% | — |
| 8 | TORONTO DOMINION BANK | 7,050,377 | $441.8M | 3.7% | — |
| 9 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 6,945,264 | $434.7M | 3.6% | — |
| 10 | NATIONAL BANK OF CANADA /FI/ | 6,679,041 | $417.1M | 3.4% | — |
| 11 | MACKENZIE FINANCIAL CORP | 6,102,537 | $382.3M | 3.2% | TRIM -31.6% |
| 12 | FMR LLC | 5,846,899 | $366.3M | 3.0% | — |
| 13 | TD Waterhouse Canada Inc. | 5,528,134 | $345.9M | 2.9% | DOUBLED +152.7% |
| 14 | VANGUARD FIDUCIARY TRUST CO | 4,910,508 | $307.6M | 2.5% | — |
| 15 | CANADA PENSION PLAN INVESTMENT BOARD | 3,991,930 | $250.1M | 2.1% | ADD +31.8% |
| 16 | Vanguard Global Advisers, LLC | 3,953,128 | $247.7M | 2.0% | — |
| 17 | Legal & General Group Plc | 3,829,736 | $239.2M | 2.0% | — |
| 18 | MORGAN STANLEY | 2,986,394 | $186.8M | 1.5% | ADD +86.6% |
| 19 | ROYAL BANK OF CANADA | 2,219,200 | $138.8M | 1.1% | — |
| 20 | WELLINGTON MANAGEMENT GROUP LLP | 2,170,349 | $135.5M | 1.1% | DOUBLED +123.4% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| CIBC WORLD MARKET INC. | ADD | 6,698,719 | 9,316,439 | +39.1% | $583.5M | 2026-Q1 |
| TD Waterhouse Canada Inc. | DOUBLED | 2,187,623 | 5,528,134 | +152.7% | $345.9M | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | DOUBLED | 70,000 | 1,601,200 | +2187.4% | $100.3M | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. | TRIM | 2,748,278 | 1,485,780 | -45.9% | $93.0M | 2026-Q1 |
| PICTON MAHONEY ASSET MANAGEMENT | NEW | — | 1,374,917 | — | $86.2M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | TRIM | 1,604,088 | 1,130,209 | -29.5% | $70.7M | 2026-Q1 |
| BNP Paribas Asset Management Holding S.A. | DOUBLED | 308,197 | 1,001,312 | +224.9% | $62.7M | 2026-Q1 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | DOUBLED | 366,999 | 957,032 | +160.8% | $59.8M | 2026-Q1 |
| JUPITER ASSET MANAGEMENT LTD | NEW | — | 852,474 | — | $53.2M | 2026-Q1 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | ADD | 458,240 | 712,130 | +55.4% | $44.6M | 2026-Q1 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | ADD | 415,424 | 520,747 | +25.4% | $32.6M | 2026-Q1 |
| Pictet Asset Management Holding SA | ADD | 329,274 | 420,144 | +27.6% | $26.2M | 2026-Q1 |
| OMERS ADMINISTRATION Corp | NEW | — | 317,537 | — | $19.8M | 2026-Q1 |
| Neuberger Berman Group LLC | TRIM | 405,549 | 265,057 | -34.6% | $16.5M | 2026-Q1 |
| Zurich Insurance Group Ltd/FI | NEW | — | 166,326 | — | $10.4M | 2026-Q1 |
| Allianz Asset Management GmbH | TRIM | 324,117 | 162,480 | -49.9% | $10.1M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 5,679 | 146,173 | +2473.9% | $9.1M | 2026-Q1 |
| Swiss Life Asset Management Ltd | TRIM | 172,027 | 107,198 | -37.7% | $6.7M | 2026-Q1 |
| JANUS HENDERSON GROUP PLC | ADD | 62,911 | 83,904 | +33.4% | $5.2M | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS | DOUBLED | 19,814 | 75,616 | +281.6% | $4.7M | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | DOUBLED | 21,576 | 56,013 | +159.6% | $3.5M | 2026-Q1 |
| Vident Advisory, LLC | DOUBLED | 11,460 | 46,499 | +305.8% | $2.9M | 2026-Q1 |
| Cerity Partners LLC | ADD | 26,291 | 34,858 | +32.6% | $2.2M | 2026-Q1 |
| AMERIPRISE FINANCIAL INC | ADD | 14,696 | 23,690 | +61.2% | $2.0M | 2026-Q1 |
| M&T BANK CORP | TRIM | 67,287 | 28,782 | -57.2% | $1.8M | 2026-Q1 |
No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.
1 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 0 neutral. Avg impact: 7.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (58% buy). Based on 19 analysts: 4 strong buy, 7 buy, 7 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$65.29 mean target
-15.9% upside
Strong Sell (2.20)
$55.47 Low
$75.10 High
| Metric | Value |
|---|---|
| Current Price | $77.66 |
| Target Low | $55.47 |
| Target Mean | $65.29 |
| Target Median | $65.29 |
| Target High | $75.10 |
| # Analysts | 2 |
| Recommendation | Strong Sell (2.20) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$1.93 | $1.87 | $2.00 | 7.7% | +0.0% | 3↑ 6↓ | $0.0B | — | 11 |
| Next Q 2026-09-30 |
$2.01 | $1.93 | $2.07 | 8.0% | -0.7% | 1↑ 5↓ | $0.0B | — | 11 |
| Current FY 2026-12-31 |
$7.85 | $6.88 | $8.13 | 5.4% | +0.2% | 4↑ 7↓ | $42.8B | 2.1% | 15 |
| Next FY 2027-12-31 |
$8.53 | $7.39 | $8.97 | 8.6% | +0.2% | 2↑ 8↓ | $45.0B | 5.2% | 15 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.928 | |
| 7d ago | $1.921 | +0.007 |
| 30d ago | $1.927 | +0.001 |
| 60d ago | $1.943 | -0.015 |
| 90d ago | $1.953 | -0.025 |
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 11, 2026 | RBC Capital | MAINTAIN | Sector Perform | Sector Perform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| 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% | |
| Jan 1, 2026 | 4 | 6 | 8 | 1 | 0 | 53% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 20, 2026
ftd
FTD: SLF — 30,954 shares ($2.2M) failed to deliver
Settlement: 20260520, Price: $71.59, FTD Value: $2,215,996.86, SUN LIFE FINANCIAL INC
May 18, 2026
ftd
FTD: SLF — 38,024 shares ($2.7M) failed to deliver
Settlement: 20260518, Price: $71.92, FTD Value: $2,734,686.08, SUN LIFE FINANCIAL INC
May 15, 2026
Enforcement
HSR Early Termination: Sun Life Financial Inc.; Bell Partners Inc.
The FTC granted early termination of the HSR Act waiting period for a transaction involving Sun Life Financial Inc.; Bell Partners Inc..
May 15, 2026
Enforcement
HSR Early Termination: Sun Life Financial Inc.; Bell Partners Inc.
The FTC granted early termination of the HSR Act waiting period for a transaction involving Sun Life Financial Inc.; Bell Partners Inc..
May 11, 2026
short_interest
FTD: SLF — 85,999 shares ($6.0M) failed to deliver
Settlement: 20260511, Price: $70.06, FTD Value: $6,025,089.94, SUN LIFE FINANCIAL INC
May 8, 2026
short_interest
FTD: SLF — 10,540 shares ($0.7M) failed to deliver
Settlement: 20260508, Price: $69.51, FTD Value: $732,635.4, SUN LIFE FINANCIAL INC
May 4, 2026
short_interest
FTD: SLF — 9,847 shares ($0.7M) failed to deliver
Settlement: 20260504, Price: $72.32, FTD Value: $712,135.04, SUN LIFE FINANCIAL INC
May 1, 2026
short_interest
FTD: SLF — 13,816 shares ($1.0M) failed to deliver
Settlement: 20260501, Price: $72.08, FTD Value: $995,857.28, SUN LIFE FINANCIAL INC
Apr 30, 2026
short_interest
FTD: SLF — 13,276 shares ($0.9M) failed to deliver
Settlement: 20260430, Price: $70.51, FTD Value: $936,090.76, SUN LIFE FINANCIAL INC
Apr 6, 2026
short_interest
FTD: SLF — 10,616 shares ($0.7M) failed to deliver
Settlement: 20260406, Price: $63.62, FTD Value: $675,389.92, SUN LIFE FINANCIAL INC
Mar 25, 2026
short_interest
FTD: SLF — 12,731 shares ($0.8M) failed to deliver
Settlement: 20260325, Price: $63.01, FTD Value: $802,180.31, SUN LIFE FINANCIAL INC
Mar 10, 2026
short_interest
FTD: SLF — 17,449 shares ($1.1M) failed to deliver
Settlement: 20260310, Price: $63.53, FTD Value: $1,108,534.97, SUN LIFE FINANCIAL INC
Mar 3, 2026
short_interest
FTD: SLF — 9,583 shares ($0.6M) failed to deliver
Settlement: 20260303, Price: $65.21, FTD Value: $624,907.43, SUN LIFE FINANCIAL INC
Feb 25, 2026
short_interest
FTD: SLF — 8,435 shares ($0.5M) failed to deliver
Settlement: 20260225, Price: $64.91, FTD Value: $547,515.85, SUN LIFE FINANCIAL INC
Feb 24, 2026
short_interest
FTD: SLF — 16,166 shares ($1.0M) failed to deliver
Settlement: 20260224, Price: $64.56, FTD Value: $1,043,676.96, SUN LIFE FINANCIAL INC
Feb 20, 2026
short_interest
FTD: SLF — 8,535 shares ($0.6M) failed to deliver
Settlement: 20260220, Price: $65.32, FTD Value: $557,506.2, SUN LIFE FINANCIAL INC
Feb 19, 2026
short_interest
FTD: SLF — 8,107 shares ($0.5M) failed to deliver
Settlement: 20260219, Price: $66.34, FTD Value: $537,818.38, SUN LIFE FINANCIAL INC