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Sun Life Financial Inc. (SLF) Stock: Price, Forecast & Analyst Target

Sun Life Financial Inc. (SLF) — MoonshotScore 70/100 (Strong band), calculated Oct 26, 2026. Price $79.65 (+0.72%), as of the Oct 26, 2026 trading session; market cap $44.3B. Expected results Nov 4, 2026.

Educational signal · not a buy or sell recommendation · How to read this

$79.65 +$0.57 (+0.72%) Market Cap $44.3B

Sun Life Financial Inc. · SLF · NYSE · Financial Services · Insurance - Diversified

Sun Life Financial Inc. operates as a global financial institution, delivering a wide range of insurance, wealth management, and asset accumulation services to both individual and corporate clients worldwide.

Price as of Oct 26, 2026

Key Statistics

70 of 100

MoonshotScore v2 · Sun Life Financial (SLF)

Strong
Business Quality Average (56)
Financial Safety Strained (39)
Valuation Cheap (86)
Growth Durability Compounding (81)
Momentum Rising (74)
Why this rating? Method, drivers & history

Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.

  • Business Quality — Is this a genuinely good business?
  • Financial Safety — Could this blow up on me?
  • Valuation — Am I paying a fair price?
  • Growth Durability — Is the growth real and likely to last?
  • Momentum — Is the market already moving on this?
The ten-second read ·

Durable growth, at a cheap price, but a strained balance sheet; the market is already moving on it. Business Quality: Average; Financial Safety: Strained; Valuation: Cheap; Growth Durability: Compounding; Momentum: Rising.

  • quarterly revenue $9.93B (Q2 FY2026, quarter ended Jun 30, 2026)
  • EPS beat 7 of 8
  • Altman Z 0.48 · Piotroski F 6

Helping: an attractive price, durable growth, positive momentum

What has the MoonshotScore done over time?

MoonshotScore snapshots recorded for SLF (42 recorded, newest six shown)
RecordedScoreBand
74Strong
71Strong
74Strong
72Strong
72Strong
70Strong

The score moved from 71 in the stored Oct 24, 2026 snapshot to 70 in the current publication computed Oct 26, 2026 (-1); the largest pillar moves were Momentum -3.

Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.

Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →

Price & valuation

Dates shown where recorded
MeasureValueAs of
Latest provided price$79.65
Change on the day+0.72%
52-week range$57.22–$84.38
Market capitalisation$44.3B
Price / earnings (trailing)18.68
Shares traded on the day41.9K
Beta (volatility vs the S&P 500)0.79
Dividends per share (last 12 months)$2.71
Dividend yield (last 12 months)3.43%

Price & events

Weekly closing price with reported quarters marked Weekly closing price from Sep 26, 2025 to Oct 26, 2026: low $59, high $83, latest $80. 4 reported quarters marked, 4 above and 0 below the recorded estimate. $83 $59 high $83 Nov 5, 2025 · Earnings results · reported above the recorded estimate · close $591Feb 11, 2026 · Earnings results · reported above the recorded estimate · close $692May 6, 2026 · Earnings results · reported above the recorded estimate · close $703Aug 6, 2026 · Earnings results · reported above the recorded estimate · close $824 Sep 26, 2025 Oct 26, 2026 · $80 $59Sep 26, 2025$62Oct 10, 2025$61Oct 24, 2025$59Nov 7, 2025$60Nov 21, 2025$59Dec 5, 2025$62Dec 19, 2025$63Jan 2, 2026$63Jan 16, 2026$63Jan 30, 2026$69Feb 13, 2026$66Feb 27, 2026$63Mar 13, 2026$61Mar 27, 2026$65Apr 10, 2026$72Apr 24, 2026$70May 8, 2026$73May 22, 2026$74Jun 5, 2026$79Jun 18, 2026$80Jul 2, 2026$82Jul 17, 2026$83Jul 31, 2026$81Aug 14, 2026$79Aug 28, 2026$80Sep 11, 2026$80Sep 25, 2026$77Oct 9, 2026$79Oct 23, 2026

Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file. Numbers key to the dated list. Point at or tab to any week for its close.

Events behind the price

  • · Earnings results · above the recorded estimate
  • · Earnings results · above the recorded estimate
  • · Earnings results · above the recorded estimate
  • · Earnings results · above the recorded estimate

Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.

Upcoming events

As of

  1. Next results dueProvider estimate

The provider's estimated date can change.

What to watch next

Other perspectives

Council score for Sun Life Financial (SLF): perspectives

Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.

5-Factor Breakdown

Growth Durability Strong
Momentum Strong
Business Quality Neutral
Financial Safety Weak
Valuation Strong

Legends Council

6 lenses, 0 current

AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built

Dalio-style lens (simulated) Ray Dalio Favorable read
Griffin-style lens (simulated) Ken Griffin Favorable read
Simons-style lens (simulated) Jim Simons Neutral read
Englander-style lens (simulated) Izzy Englander Neutral read
Klarman-style lens (simulated) Seth Klarman Favorable read
Moon AI lens (model) Favorable read

Read on: Oct 21, 2026 · older than the 27 hours refresh window; not a current reading

Munger's Mindset

Balance Sheet & Valuation · historical

Financial Health Strong
Margin of Safety Fairly Valued
Profit Margin Neutral
Revenue Growth Strong
Debt/Equity Neutral
ROE Moderate
Gross Margin Neutral

Read on: Sep 10, 2026 · older than the 27 hours refresh window; not a current reading

How to read these bars and different assessments

Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.

Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.

On Sep 10, 2026, the Munger lens read the price at that time as fairly valued against its own estimate of value.

Readings on this page are from Oct 26, 2026, except a card that shows its own read date.

Watch the SLF film — every key number, told as a short cinematic story

~2 min · open the film

1 · What is it?

What is Sun Life Financial (SLF), and what does it report?

Short answer · as of

Sun Life Financial Inc. operates as a global financial institution, delivering a wide range of insurance, wealth management, and asset accumulation services to both individual and corporate clients worldwide. Sun Life Financial Inc. (SLF) is listed on NYSE. Financial Services / Insurance Diversified SEC filing business address: SUN Life Assurance CO OF Canada, ONE York Street, Toronto, M5J 0B6. It employs 32,151 people and is led by Kevin David Strain. In Q2 FY2026 it reported revenue of $9.93B and net income of $771M. The market values it at $44.3B.

2 · Latest results

What do the latest results show for Sun Life Financial (SLF)?

Short answer · as of

The most recent reported quarter, Q2 FY2026, carried revenue of $9.93B. Against analyst estimates the company has EPS beat 7 of 8 reports.

Did results meet expectations?

Reported earnings and revenue alongside the estimates recorded by the provider.

Latest report · revenue
$956.03M Aug 6, 2026
Latest report · revenue estimate
$994.33M Aug 6, 2026
Latest report · revenue vs estimate
Below estimate Aug 6, 2026
Latest report · EPS vs estimate
Above estimate Aug 6, 2026
Did results meet expectations? — reported evidence
Report dateRevenue · reportedRevenue · estimateEPS · reportedEPS · estimate
Aug 6, 2026$956.03M$994.33M$1.4600$1.3900
May 6, 2026$6.31B$925.99M$1.3800$1.3500
Feb 11, 2026$819.95M$973.53M$1.4100$1.3500
Nov 5, 2025$8.89B$944.53M$1.3500$1.3000

Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.

Quarterly income statement — 4 quarters
Revenue, net income and earnings per share by quarter (converted from CAD)
PeriodRevenueNet incomeEPS
Q2 FY2026$9.93B$771M$1.29 (diluted)
Q1 FY2026$6.27B$383M$0.58 (diluted)
Q4 FY2025$6.36B$565M$0.92 (diluted)
Q3 FY2025$8.84B$836M$1.40 (diluted)
3 · Financial strengths and risks

What are the financial strengths and risks for Sun Life Financial (SLF)?

Short answer

The MoonshotScore pillars rate an attractive price, durable growth, positive momentum as strengths. The distress and quality screens read Altman Z 0.48 · Piotroski F 6. Trailing ratios: ROE 13.9% · ROA 0.8% · current ratio 27.38 · earnings yield 5.7% · free-cash-flow yield 10.3%.

4 · What to check next?

What should you watch next at Sun Life Financial (SLF)?

Short answer · as of

The next earnings report is expected on Nov 4, 2026. Current published price targets run low $88.00 · high $88.00 · consensus $88.00 · median $88.00 against a quoted price of $79.65 (as of Oct 26, 2026).

What the records here don't tell us

  • Detailed statement figures are not shown because their conversion to USD has not been verified.
  • No insider Form 4 transaction falls inside the window this page reads.

Checked against the records this page reads, on the dates shown above.

5 · Peer comparison

How does Sun Life Financial compare with its peers?

Short answer

Sun Life Financial's score ranks 6th of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.

Peer set — price, market value and MoonshotScore
CompanyPriceMarket valueScore
Arch Capital Group Ltd. (ACGL) Named competitor$102.34 Oct 26, 2026$34.7B97 5-pillar Oct 26, 2026
The Hartford Financial Services Group, Inc. (HIG) Named competitor$135.94 Oct 26, 2026$37.0B92 5-pillar Oct 26, 2026
Old Republic International Corporation (ORI) Same industry, near in market value$38.43 Oct 26, 2026$9.28B85 5-pillar Oct 26, 2026
American International Group, Inc. (AIG) Named competitor$81.13 Oct 26, 2026$43.0B76 5-pillar Oct 26, 2026
Reinsurance Group of America, Inc. (RZC) Same industry, near in market value$25.13 Oct 26, 2026$17.4B73 5-pillar Oct 26, 2026
Sun Life Financial (SLF) — this page$79.65$44.3B70
Assurant, Inc. (AIZN) Same industry, near in market value$17.13 Oct 26, 2026$14.0B69 5-pillar Oct 26, 2026
Equitable Holdings, Inc. (EQH) Same industry, near in market value$53.58 Oct 26, 2026$14.7B57 5-pillar Oct 26, 2026
Principal Financial Group, Inc. (PFG) Same industry, near in market value$110.13 Oct 26, 2026$23.6B56 5-pillar Oct 26, 2026
Unum Group (UNMA) Same industry, near in market value$20.12 Oct 26, 2026$14.3B56 5-pillar Oct 26, 2026
Aegon Ltd. (AEG) Named competitor$8.15 Oct 26, 2026$12.4B52 5-pillar Oct 26, 2026
Goosehead Insurance, Inc (GSHD) Same industry, near in market value$47.92 Oct 26, 2026$1.74B49 5-pillar Oct 26, 2026
Brookfield Wealth Solutions Ltd. (BNT) Same industry, near in market value$37.96 Oct 26, 2026$12.6B44 5-pillar Oct 26, 2026

Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.

Screen more Financial Services stocks

The records behind this page

Analyst targets & estimates

What analysts have on file

Price target, low to high
$88.00 – $88.00
Consensus target
$88.00
Median target
$88.00

Consensus record · Captured .

Measured against a quoted price of $79.65 (as of Oct 26, 2026).

Who holds the shares?

Institutional ownership reported through 13F filings.

Institutional ownership
45.8% Period end Jun 30, 2026
Previous quarter · ownership
43.4% Prior to period end Jun 30, 2026
Reporting holders
515 Period end Jun 30, 2026
Previous quarter · holders
464 Prior to period end Jun 30, 2026
Who holds the shares? — reported evidence
Holders in provider snapshotShares
Royal Bank Of Canada41,552,120
Vanguard Capital Management LLC16,048,272
Bank Of Montreal /Can/12,232,736
Td Asset Management INC10,101,426
Cibc World Market INC.8,076,018

Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.

What has been published about Sun Life Financial (SLF)?

Read these with our analysis →

Sun Life Financial Financial Services Stock: Key Questions Answered

Research dated 2026-09-12; the full attribution is under Sources. The last 3 questions are answered from this page's own dated data, not from the research.

Does Sun Life rely only on its own representatives to sell policies?

Sun Life also distributes through managing and independent agents, financial intermediaries, broker-dealers, banks, pension advisers, benefits consultants and external marketing organizations. This gives the group several routes to individual and corporate clients.

Sources (as of 2026-09-12): Business description

Why are Canadian banks prominent among Sun Life's institutional holders?

Major disclosed holders include Royal Bank of Canada, Bank of Montreal and CIBC-related entities, alongside large asset managers. Institutional participation increased in the latest reported period, extending beyond those Canadian financial groups.

Sources (as of 2026-09-12): Institutional ownership (13F); Largest 5 institutional holders

What is the SLF stock price today?

The last price recorded on this page for Sun Life Financial Inc. (SLF) is $79.65, as of the Oct 26, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.

What is the SLF price target?

The analyst consensus price target for Sun Life Financial Inc. (SLF) is $88.00 (range $88.00 to $88.00, median $88.00), per FMP data captured Oct 26, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.

Does SLF pay a dividend?

Yes. Sun Life Financial Inc. (SLF) shows a trailing 12-month dividend yield of 3.43%, as of Oct 23, 2026, in the data on this page. Payout ratio and cash-flow coverage decide whether it can last, and past dividends do not guarantee future payments.

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

Research written by Codex (gpt-5.6-sol) on 2026-09-12. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.

Sources — records for every figure on this page (56 figures)

The 56 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.

"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.

OFFICIAL — 1 fact from SEC filings and earnings calls

OFFICIAL facts used on this page
Fact IDFactValue as shownAs ofTierSource
id.hqSEC filing business addressSUN Life Assurance CO OF Canada, ONE York Street, Toronto, M5J 0B6OFFICIALSEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "1 York Street, Toronto, ON, M5J 0B6, CA".

FMP — 45 facts from Financial Modeling Prep endpoint families

FMP facts used on this page
Fact IDFactValue as shownAs ofTierSource
px.lastLatest provided price$79.65FMPFinancial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-26T15:14:27.914Z.
px.changeChange on the day+0.72%FMPFinancial Modeling Prep (FMP) · quote
px.mcapMarket capitalisation$44.3BFMPFinancial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-26. FMP quote timestamp: 2026-10-26T15:14:21.000Z. Captured from FMP at 2026-10-26T15:14:26.655Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares.
earn.nextNext earnings dateNov 4, 2026FMPFinancial Modeling Prep (FMP) earnings calendar — The date is our provider's estimate until the company confirms it.
id.business_summaryBusiness description (FMP excerpt)Sun Life Financial Inc. operates as a global financial institution, delivering a wide range of insurance, wealth management, and asset accumulation services to both individual and corporate clients worldwide.FMPFinancial Modeling Prep (FMP) company profile — Deterministic excerpt derived from id.description; source and date describe the input fact, not a new provider observation
px.change_absChange on the day, in dollars+$0.57FMPFinancial Modeling Prep (FMP) · quote
fin.q_revenueRevenue, Q2 FY2026$9.93BFMPFinancial Modeling Prep (FMP) · income statement (quarterly)
px.range5252-week range$57.22–$84.38FMPFinancial Modeling Prep (FMP) quote
px.pePrice / earnings (trailing)18.68FMPFinancial Modeling Prep (FMP) · quote
px.volumeShares traded on the day41.9KFMPFinancial Modeling Prep (FMP) · quote
px.betaBeta0.79FMPFinancial Modeling Prep (FMP) company profile
id.sectorSector / industry (provider taxonomy)Financial Services / Insurance DiversifiedFMPFinancial Modeling Prep (FMP) company profile — The company's SEC filings classify it under SIC 6311 — Life Insurance.
id.employeesEmployees32,151FMPFinancial Modeling Prep (FMP) employee count, from the company's filing
id.ceoChief executiveKevin David StrainFMPFinancial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it.
fin.q_incomeNet income, Q2 FY2026$771MFMPFinancial Modeling Prep (FMP) · income statement (quarterly)
earn.history.depth.2026-08-06.revenue_actualRevenue · reported — report date 2026-08-06$956.03MReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-08-06.revenue_estimatedRevenue · estimate — report date 2026-08-06$994.33MReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-08-06.eps_actualEPS · reported — report date 2026-08-06$1.4600Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-08-06.eps_estimatedEPS · estimate — report date 2026-08-06$1.3900Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-05-06.revenue_actualRevenue · reported — report date 2026-05-06$6.31BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-05-06.revenue_estimatedRevenue · estimate — report date 2026-05-06$925.99MReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-05-06.eps_actualEPS · reported — report date 2026-05-06$1.3800Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-05-06.eps_estimatedEPS · estimate — report date 2026-05-06$1.3500Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-02-11.revenue_actualRevenue · reported — report date 2026-02-11$819.95MReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-02-11.revenue_estimatedRevenue · estimate — report date 2026-02-11$973.53MReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-02-11.eps_actualEPS · reported — report date 2026-02-11$1.4100Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-02-11.eps_estimatedEPS · estimate — report date 2026-02-11$1.3500Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-11-05.revenue_actualRevenue · reported — report date 2025-11-05$8.89BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-11-05.revenue_estimatedRevenue · estimate — report date 2025-11-05$944.53MReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-11-05.eps_actualEPS · reported — report date 2025-11-05$1.3500Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-11-05.eps_estimatedEPS · estimate — report date 2025-11-05$1.3000Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
fin.q_tableQuarterly income statement4 quarters through Q2 FY2026FMPFinancial Modeling Prep (FMP) · income statement (quarterly), as filed
earn.ptStored analyst price targetslow $88.00 · high $88.00 · consensus $88.00 · median $88.00FMPFinancial Modeling Prep (FMP) · price-target consensus — Captured Oct 26, 2026 · Coverage not supplied
earn.pt_rangeAnalyst price target, low to high$88.00 – $88.00FMPFinancial Modeling Prep (FMP) · price-target consensus — Captured Oct 26, 2026 · Coverage not supplied
earn.pt_consensusConsensus analyst price target$88.00FMPFinancial Modeling Prep (FMP) · price-target consensus — Captured Oct 26, 2026 · Coverage not supplied
earn.pt_medianMedian analyst price target$88.00FMPFinancial Modeling Prep (FMP) · price-target consensus — Captured Oct 26, 2026 · Coverage not supplied
own.institutions.depth.ownership_pctInstitutional ownership45.8%FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026
own.institutions.depth.ownership_pct_previous_quarterPrevious quarter · ownership43.4%FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026
own.institutions.depth.holdersReporting holders515FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026
own.institutions.depth.holders_previous_quarterPrevious quarter · holders464FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026
own.top_holders.depth.holder_0.sharesRoyal Bank Of Canada — shares in provider snapshot41,552,120FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.
own.top_holders.depth.holder_1.sharesVanguard Capital Management LLC — shares in provider snapshot16,048,272FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.
own.top_holders.depth.holder_2.sharesBank Of Montreal /Can/ — shares in provider snapshot12,232,736FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.
own.top_holders.depth.holder_3.sharesTd Asset Management INC — shares in provider snapshot10,101,426FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.
own.top_holders.depth.holder_4.sharesCibc World Market INC. — shares in provider snapshot8,076,018FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.

UNRECORDED — 3 facts from stored observations whose source was not recorded

UNRECORDED facts used on this page
Fact IDFactValue as shownAs ofTierSource
earn.historyReported versus estimated, recent quartersEPS beat 7 of 8UNRECORDEDStored earnings-history observation — Captured 2026-10-09 · Expired observation
fin.scoresDistress and quality screensAltman Z 0.48 · Piotroski F 6UNRECORDEDStored financial-scores observation — Captured 2026-10-26
fin.ratiosReturn and yield ratios (trailing twelve months)ROE 13.9% · ROA 0.8% · current ratio 27.38 · earnings yield 5.7% · free-cash-flow yield 10.3%—UNRECORDEDStored key metrics — Date unknown

COMPUTED — 4 facts from our arithmetic, formula restated

COMPUTED facts used on this page
Fact IDFactValue as shownAs ofTierSource
div.ttm_per_shareDividends per share, last 12 months (split-adjusted)$2.71COMPUTEDFinancial Modeling Prep (FMP) split-adjusted dividend history — Sum of 4 split-adjusted declared dividends with an ex-date in the 365 days to 2026-10-26, per current share. Ex-dates are not payment dates; special dividends are included. Not a declared annual rate.
div.ttm_yieldDividend yield, last 12 months3.43%COMPUTEDFinancial Modeling Prep (FMP) split-adjusted dividend history and quote — Split-adjusted dividends with ex-dates in the trailing 365-day window divided by the packet price, on the same current-share basis. Price date follows the quote, latest price bar or packet-build day when unstamped. Not a forecast or declared annual rate.
earn.history.depth.2026-08-06.revenue_actual.comparisonLatest report · revenue vs estimateBelow estimateReport date · COMPUTEDComputed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($956.03M) with the recorded estimate ($994.33M) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns.
earn.history.depth.2026-08-06.eps_actual.comparisonLatest report · EPS vs estimateAbove estimateReport date · COMPUTEDComputed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($1.4600) with the recorded estimate ($1.3900) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns.

OURS — 3 facts from Stock Expert AI's own score and rank

OURS facts used on this page
Fact IDFactValue as shownAs ofTierSource
ours.moonshotMoonshotScore v270 of 100 · Strong · pillars 56 / 39 / 86 / 81 / 74OURSStock Expert AI MoonshotScore v2 engine
ours.moonshot_changeMoonshotScore movement71 (stored snapshot Oct 24, 2026) → 70 (current publication computed Oct 26, 2026) (-1)OURSStock Expert AI current score publication and immutable score snapshots
gap.statement_currencyStatement currency limitationDetailed statement figures are not shown because their conversion to USD has not been verified.OURSStock Expert AI currency-basis check

Fact-family notes

  1. Earnings-history note. Source series as of 2026-08-06. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs: earn.history.depth.2026-08-06.revenue_actual, earn.history.depth.2026-08-06.revenue_estimated, earn.history.depth.2026-08-06.revenue_actual.comparison, earn.history.depth.2026-08-06.eps_actual.comparison, earn.history.depth.2026-08-06.eps_actual, earn.history.depth.2026-08-06.eps_estimated, earn.history.depth.2026-05-06.revenue_actual, earn.history.depth.2026-05-06.revenue_estimated, earn.history.depth.2026-05-06.eps_actual, earn.history.depth.2026-05-06.eps_estimated, earn.history.depth.2026-02-11.revenue_actual, earn.history.depth.2026-02-11.revenue_estimated, earn.history.depth.2026-02-11.eps_actual, earn.history.depth.2026-02-11.eps_estimated, earn.history.depth.2025-11-05.revenue_actual, earn.history.depth.2025-11-05.revenue_estimated, earn.history.depth.2025-11-05.eps_actual, earn.history.depth.2025-11-05.eps_estimated.
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Sources used for research written 2026-09-12

Historical evidence preserved with this analysis. Current figures are listed separately above.

EvidenceCaptured valueSource dateSource typeSource
Business description
Sun Life Financial Inc. operates as a global financial institution, delivering a wide range of insurance, wealth management, and asset accumulation services to both individual and corporate clients worldwide. Its offerings encompass diverse life insurance products, including term and whole life policies, in addition to personal health, dental, critical illness, long-term care, and disability coverage. The company also engages in reinsurance activities, provides investment advisory and portfolio management services, and administers mutual and segregated funds. Furthermore, it offers trust and banking solutions, along with real estate brokerage, appraisal, and merchant banking services. Its distribution network is extensive, utilizing direct sales representatives, various general agents (both managing and independent), financial intermediaries, broker-dealers, banking institutions, pension and benefits consultants, and other external marketing organizations. Founded in 1871, the firm's headquarters are located in Toronto, Canada.
2026-09-12FMPFinancial Modeling Prep (FMP) company profile
Institutional ownership (13F)
Holders: 514; Quarter: 2026-06-30; Ownership: 45.8%; Holders previous quarter: 463; Ownership previous quarter: 43.4

13F filings are quarterly and lag the quarter end by up to 45 days.

2026-06-30FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings
Largest 5 institutional holders
Captured record · 5 entries
  • Holder: Royal Bank Of Canada, Shares: 41,552,120
  • Holder: Vanguard Capital Management LLC, Shares: 16,048,272
  • Holder: Bank Of Montreal /Can/, Shares: 12,232,736
  • Holder: Td Asset Management INC, Shares: 10,101,426
  • Holder: Cibc World Market INC., Shares: 8,076,018
2026-06-30FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings
Data Sources & Methodology
Figures come from Financial Modeling Prep (FMP). If FMP has no figure for a ticker, a price or fundamental may come from a Yahoo Finance fallback, or a price from an Alpaca fallback. SEC EDGAR is used only for filing links and company identity details (legal name, address), never for figures. AI analysis by Stock Expert AI proprietary algorithms. Technical indicators via industry-standard calculations. Last updated: .
Data Provenance
Sources: Financial Modeling Prep (FMP) — Primary · Yahoo Finance — Fallback · Alpaca — Tertiary
Last fetched:
Cache TTL: Quote 5min · Profile 7d · Financials 7d · Insider 48h
How we use AI: Numbers are pulled directly from FMP & Yahoo Finance — our AI writes the analysis, it never edits the figures.
Data provided as-is for educational purposes. Not financial advice. Methodology

Data provided for informational purposes only.