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Jul 02, 3:30 PMSun Life completes US$350 million acquisition of Bell Partners to expand U.S. multifamily real estate asset management platform

Peers: MFC MET PRU AFL AIG EQH LNC UNM VOYA TRV

| Held by: FVD DFIC DFAI DFAX DFSI DFIV KOMP BRES DIHP GVLU

Scroll to Statements

Index	-
Market Cap	43.77B
Enterprise Value	-
Income	2.18B
Sales	28.52B
Book/sh	29.45
Cash/sh	-
Dividend Est.	2.81 (3.55%)
Dividend TTM	2.66 (3.37%)
Dividend Ex-Date	May 27, 2026
Dividend Gr. 3/5Y	5.93% 8.97%
Payout	57.08%
Employees	32151
IPO	Mar 23, 2000

P/E	20.41
Forward P/E	12.71
PEG	2.41
P/S	1.53
P/B	2.68
P/C	-
P/FCF	3.78
EV/EBITDA	-
EV/Sales	-
Quick Ratio	-
Current Ratio	1.04
Debt/Eq	0.33
LT Debt/Eq	0.33
Option/Short	Yes / Yes

EPS (ttm)	3.87
EPS next Y	6.21
EPS next Q	1.41
EPS this Y	4.81%
EPS next Y	8.23%
EPS next 5Y	5.27%
EPS past 3/5Y	5.46% 7.57%
Sales past 3/5Y	13.31% -2.08%
EPS Y/Y TTM	-1.49%
Sales Y/Y TTM	-10.28%
EPS Q/Q	-46.36%
Sales Q/Q	-18.39%
Earnings	May 06 AMC
EPS/Sales Surpr.	0.59% 0.00%

Insider Own	0.03%
Insider Trans	0.00%
Inst Own	48.92%
Inst Trans	-2.02%
ROA	0.82%
ROE	12.56%
ROIC	9.34%
Gross Margin	-
Oper. Margin	12.01%
Profit Margin	7.63%
SMA20	2.48%
SMA50	6.86%
SMA200	20.96%
Trades

Shs Outstand	554.00M
Shs Float	553.92M
Short Float	0.42%
Short Ratio	3.40
Short Interest	2.31M
52W High	79.67 -0.85%
52W Low	56.22 40.50%
Volatility	1.39% 1.39%
ATR (14)	1.15
RSI (14)	67.96
Beta	0.86
Rel Volume	0.66
Avg Volume	680.12K
Volume	449,361

Perf Week	1.41%
Perf Month	9.54%
Perf Quarter	24.16%
Perf Half Y	26.59%
Perf YTD	26.59%
Perf Year	20.78%
Perf 3Y	55.46%
Perf 5Y	55.74%
Perf 10Y	151.55%
Recom	2.12
Target Price	75.07
Prev Close	79.65
Price	78.99
Change	-0.83%

Date	Action	Analyst	Rating Change
Apr-24-26	Upgrade	National Bank Financial	Sector Perform → Outperform
Oct-16-25	Initiated	UBS	Neutral
Oct-08-25	Upgrade	TD Securities	Hold → Buy
Jul-07-25	Downgrade	Barclays	Equal Weight → Underweight
Jan-15-25	Upgrade	National Bank Financial	Sector Perform → Outperform
Sep-05-24	Initiated	Barclays	Equal Weight
Feb-22-24	Initiated	Jefferies	Buy
May-15-23	Upgrade	RBC Capital Mkts	Sector Perform → Outperform
Feb-10-23	Downgrade	CIBC	Sector Outperform → Neutral
Jan-12-23	Initiated	Credit Suisse	Outperform
Feb-10-22	Downgrade	National Bank Financial	Outperform → Sector Perform
Oct-05-21	Upgrade	CIBC	Neutral → Sector Outperform
Jan-21-21	Upgrade	Canaccord Genuity	Hold → Buy
Jan-14-21	Downgrade	RBC Capital Mkts	Outperform → Sector Perform
May-07-20	Upgrade	RBC Capital Mkts	Sector Perform → Outperform
Apr-27-20	Upgrade	Scotiabank	Sector Perform → Sector Outperform
Feb-14-20	Upgrade	CIBC	Sector Underperform → Neutral
Feb-07-20	Initiated	Credit Suisse	Outperform
Dec-02-19	Downgrade	RBC Capital Mkts	Outperform → Sector Perform
Nov-07-19	Downgrade	National Bank Financial	Outperform → Sector Perform

Show Previous Ratings

Jul-03-26 05:01PM	Sun Life cautions shareholders regarding Ocehan LLC's below-market bid for shares (PR Newswire)
Jul-02-26 03:26PM	Sun Life completes acquisition of Bell Partners (PR Newswire)
Jun-29-26 05:01PM	Sun Life announces interest rate reset on Limited Recourse Capital Notes Series (PR Newswire)
03:00PM	Sun Life extends collaboration with the American Diabetes Association to continue support of youth initiative Project Power (PR Newswire)
Jun-16-26 04:29PM	Sun Life and Medzown team up to expand access to clinical trials for cancer and other complex diseases (PR Newswire)
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Jun-10-26 08:00AM	Centro Expands Carrier Ecosystem with Addition of Sun Life to Its API-Powered RFP Platform (PR Newswire)
Jun-04-26 03:06PM	David Healy, President of Sun Life U.S., receives HELP Hero award from HELP USA (PR Newswire)
May-26-26 05:01PM	Sun Life Receives Regulatory Approval of Normal Course Issuer Bid Renewal (PR Newswire)
May-21-26 06:45PM	What drives multimillion-dollar medical claims? Sun Life report shows secondary health conditions, hospital stays and specialty drugs among key factors (PR Newswire)
May-07-26 05:38PM	Sun Life announces election of directors (PR Newswire)
03:00PM	Sun Life's Melissa Kennedy Honoured with Lifetime Achievement Award (PR Newswire)
May-06-26 05:33PM	Sun Life: Q1 Earnings Snapshot (Associated Press)
05:03PM	Sun Life increases Common Share dividend and declares dividends on Preferred Shares payable in Q2 2026 (PR Newswire)
05:02PM	Sun Life Announces Intention to Renew Normal Course Issuer Bid (PR Newswire)
05:01PM	Sun Life Reports First Quarter 2026 Results (PR Newswire)
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May-01-26 01:20PM	Sun Life U.S. receives Top Workplaces award from USA Today for sixth consecutive year (PR Newswire)
Apr-23-26 09:00AM	Sun Life hosts first quarter 2026 earnings conference call (PR Newswire)
Apr-22-26 01:33PM	HSBC Shortlists Bidders For Singapore Insurance Unit With $2 Billion Valuation (GuruFocus.com)
Apr-17-26 04:14PM	Sun Life U.S. receives Top Workplaces award from Milwaukee Journal Sentinel for third consecutive year (PR Newswire)
Apr-15-26 03:30PM	Sun Life U.S. and Kansas City Royals announce 5-year partnership renewal and launch "Every Single Smile" campaign (PR Newswire)
Apr-07-26 11:09AM	Sun Life co-leads $90 million investment for HELP USA's new women's shelter in Brooklyn, N.Y. (PR Newswire)
Apr-06-26 10:00AM	Sun Life introduces Kid Smile Complete and expands Lifetime of Smiles to support family dental health and prevention (PR Newswire)
Mar-31-26 05:54PM	Sun Life U.S. announces continued support of the Gap Year Program at Northeastern University's Roux Institute in honor of recently retired company president, Dan Fishbein, M.D. (PR Newswire)
05:32AM	SunLife Financial buys Bell Partners for $350M (Multifamily Dive)
Mar-30-26 05:02PM	Sun Life releases updated Supplementary Information Package (PR Newswire)
05:01PM	Sun Life completes remaining equity interest purchases of BGO and Crescent Capital. Sun Life also announces acquisition of Bell Partners, a leading multifamily real estate investment manager. (PR Newswire)
01:08PM	Sun Life U.S. names Tony Mollica as new dental business leader (PR Newswire)
Mar-24-26 05:35PM	Sun Life releases 2025 Annual Reports (PR Newswire)
05:34PM	Sun Life to host 2026 Annual Meetings on May 6, 2026 (PR Newswire)
Mar-23-26 09:00AM	Sun Life President and Chief Executive Officer Kevin Strain to speak at National Bank's Financial Services Conference (PR Newswire)
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Mar-16-26 05:10PM	Maine Celtics, Sun Life celebrate annual Fit to Win youth program with appearances by players Pedro Bradshaw and Hank Morgan (PR Newswire)
Mar-13-26 05:22AM	Allianz and Sun Life vie for HSBC Singapore insurance unit report (Life Insurance International)
Mar-10-26 10:28AM	SLF Stock Near 52-Week High, Outperforms Industry: Time to Hold? (Zacks)
Mar-06-26 01:42PM	Boston Celtics, Sun Life celebrate 12th annual Fit to Win youth program with appearances by Hugo Gonzalez, Derrick White and Amari Williams (PR Newswire)
Mar-05-26 05:01PM	Sun Life Appoints Marcia Moffat to Board of Directors (PR Newswire)
09:10AM	Improve Your Retirement Income with These 3 Top-Ranked Dividend Stocks (Zacks)
02:23AM	Sun Life Financial (SLF) Delivers Strong 2025 Growth Fueled by Surge in Protection and Health Sales (Insider Monkey)
Mar-02-26 11:45AM	Why Sun Life (SLF) is a Top Dividend Stock for Your Portfolio (Zacks)
Feb-23-26 02:53PM	Sun Life to proactively offer second opinions on cancer diagnoses when members file a cancer-related claim (PR Newswire)
Feb-19-26 10:00AM	DentaQuest's Chief Dental Officer Named to TeamSmile Board of Directors (PR Newswire)
Feb-18-26 12:00PM	Sun Life (SLF) Is Up 5.74% in One Week: What You Should Know (Zacks)
Feb-13-26 05:00PM	Top Stock Reports for Micron Technology, Goldman Sachs & Verizon (Zacks)
11:45AM	Sun Life (SLF) is a Top Dividend Stock Right Now: Should You Buy? (Zacks)
05:12AM	Sun Life Financial Q4 Earnings Call Highlights (MarketBeat)
Feb-12-26 06:01PM	Sun Life Financial Inc (SLF) Q4 2025 Earnings Call Highlights: Strong Underlying Growth Amid ... (GuruFocus.com) +5.93%
09:39AM	Sun Life Financial Q4 Earnings Beat Estimates, Revenues Rise Y/Y (Zacks)
Feb-11-26 05:37PM	Sun Life: Q4 Earnings Snapshot (Associated Press Finance)
05:02PM	Sun Life declares dividends on Common and Preferred Shares payable in Q1 2026 (PR Newswire)
05:01PM	Sun Life Reports Fourth Quarter and Full Year 2025 Results (PR Newswire)
01:53PM	Sun Life U.S. receives workplace awards from Kansas City Star and Business Journal (PR Newswire)
Feb-10-26 01:30PM	Sun Life receives 100% score on Human Rights Campaign Corporate Equality Index for 17th consecutive year (PR Newswire)
Feb-05-26 11:30AM	Sun Life U.S. and DentaQuest Health Access Hero Awards now accepting applications and nominations (PR Newswire)
Jan-29-26 11:26AM	4 Insurers Poised to Outperform Estimates This Earnings Season (Zacks)
11:00AM	DentaQuest appoints Dr. Ronke Ogunbameru as Dental Director in Texas (PR Newswire)
Jan-21-26 11:00AM	DentaQuest Contributes $25,000 to University of Oklahoma College of Dentistry (PR Newswire)
Jan-15-26 12:32PM	DentaQuest Contributes $30,000 to University of Iowa College of Dentistry and Dental Clinics (PR Newswire)
09:50AM	Here's Why Sun Life (SLF) is a Strong Momentum Stock (Zacks)
Jan-14-26 10:03AM	RGA Stock Trading at Discount to Industry at 1X: Time to Hold? (Zacks)
Jan-09-26 12:00PM	Sun Life U.S. named a 2025 Top Place to Work by the Baltimore Sun (PR Newswire)
Jan-08-26 09:31AM	Voya Financial Trades Near 52-Week High: Time to Hold the Stock? (Zacks)
Jan-07-26 09:41AM	MFC Hits 52-Week High: Time to Add the Stock for Better Returns? (Zacks)
Dec-29-25 10:13AM	4 Dividend Paying Stocks Worth Watching for Steady Income in 2026 (Zacks)
Dec-23-25 10:38AM	SLF Stock Near 52-Week High: Time to Hold Despite Expensive Valuation? (Zacks)
Dec-22-25 09:47AM	BHF Outperforms Industry, Hits 52-Week High: How to Play the Stock (Zacks)
Dec-17-25 10:00AM	Karis Community Health receives Health Access Hero Award, including $100,000 grant, from Sun Life and DentaQuest (PR Newswire)
Dec-15-25 04:30AM	Market volatility, family feuds fuel Hong Kong's wealth transfer anxiety: Sun Life survey (South China Morning Post)
Dec-09-25 09:21AM	VOYA Stock Trading at Discount to Industry at 0.98X: Time to Hold? (Zacks)
Dec-08-25 11:30AM	Tammi Wortham, SVP of HR at Sun Life U.S., receives Icon Award from Boston Business Journal (PR Newswire)
Dec-05-25 11:30AM	Why Is Sun Life (SLF) Down 2.3% Since Last Earnings Report? (Zacks)
09:04AM	RGA Stock Trades Above 50-Day SMA: What Should Investors Do? (Zacks)
Dec-04-25 12:50PM	Sun Life U.S. named a Top Place to Work by the Boston Globe for eighth consecutive year (PR Newswire)
09:00AM	Joshua Williams receives Health Access Hero Award from Sun Life and DentaQuest for addressing food insecurity across South Florida (PR Newswire)
Dec-03-25 01:09PM	Boston Celtics deliver on dunks in November to raise $125,000 for #SunLifeDunk4Diabetes (PR Newswire)
Nov-25-25 08:00AM	Sun Life Executive Vice-President and Chief Financial Officer Tim Deacon to participate in fireside chat at the Desjardins Toronto Conference (PR Newswire)
Nov-17-25 05:22PM	Nancy Gaudet, founder of Type One Families, receives Health Access Hero Award from Sun Life and DentaQuest (PR Newswire)
Nov-14-25 11:04AM	Sun Life benefits now accessible on Pasito, an AI-powered education and communications platform (PR Newswire)
Nov-13-25 08:58AM	Manulife Financial Q3 Earnings Beat Estimates, NBV Sales Rise Y/Y (Zacks)
Nov-10-25 01:00PM	Breakthrough T1D receives Health Access Hero Award grant for $50,000 from Sun Life and DentaQuest (PR Newswire)
Nov-07-25 10:20AM	Brighthouse Financial Q3 Earnings Miss Estimates, Premiums Fall Y/Y (Zacks)
Nov-06-25 04:19PM	Sun Life Financial Inc (SLF) Q3 2025 Earnings Call Highlights: Strong Growth in Asia and Asset ... (GuruFocus.com)
09:56AM	Sun Life Financial Q3 Earnings Surpass Estimates, Dividend Raised (Zacks)
Nov-05-25 08:30PM	Sun Life (SLF) Beats Q3 Earnings Estimates (Zacks)
05:02PM	Sun Life increases Common Share dividend and declares dividends on Preferred Shares payable in Q4 2025 (PR Newswire)
05:01PM	Sun Life Reports Third Quarter 2025 Results (PR Newswire)
Nov-04-25 06:10PM	Voya Financial (VOYA) Beats Q3 Earnings and Revenue Estimates (Zacks)
Oct-29-25 01:41PM	Sun Life U.S. expands Family Leave Insurance to seven states, bringing important coverage to millions of workers (PR Newswire)
10:00AM	Sun Life (SLF) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Oct-23-25 09:00AM	Sun Life hosts third quarter 2025 earnings conference call (PR Newswire)
Oct-21-25 10:30PM	Sun Life Financial Inc. (SLF): A Bull Case Theory (Insider Monkey)
Oct-16-25 08:36AM	Implied Volatility Surging for Sun Life Financial Stock Options (Zacks)
Oct-15-25 05:30PM	Sun Life and DentaQuest open brand-new office in Bayshore (PR Newswire)
Oct-13-25 09:28AM	Sun Life Global Investments, Picton Mahoney Collaborate to Launch Two New Segregated Funds (Insider Monkey)
Oct-06-25 11:00AM	Sun Life announces the appointment of Tom Murphy as President, Sun Life Asset Management (PR Newswire)
Sep-24-25 04:58PM	Goldman Sachs Expands Stake in Sun Life Financial Inc. (SLF) (Insider Monkey)
Sep-22-25 10:21AM	BHF Outperforms Industry, Trades at a Discount: How to Play the Stock (Zacks)
Sep-19-25 04:34PM	Kansas City Royals and Sun Life raise $50,000 for Boys & Girls Clubs of Greater Kansas City through Strikeout Diabetes campaign (PR Newswire)
Sep-18-25 02:52PM	Sun Life U.S. and DentaQuest announce 2025 recipients of the Health Access Hero Awards (PR Newswire)
Sep-16-25 01:04PM	Reinsurance Group Trades Below 50-Day SMA: How to Play the Stock? (Zacks)
Sep-15-25 02:02PM	Voya Financial Trades Above 50-Day SMA: How to Play the Stock? (Zacks)
11:45AM	Sun Life (SLF) Could Be a Great Choice (Zacks)

Sun Life Financial, Inc. engages in the provision of insurance and asset management solutions to individual and corporate clients. It operates through the following segments: Canada, United States, Asset Management, Asia, and Corporate. The Canada segment offers individual insurance and group benefits and retirement services. The United States segment consists of group benefits, international, and in-force management services. The Asset Management segment focuses on the design and delivery of investment products through MFS investment management and Sun Life investment management. The Asia segment consists of the Philippines, Hong Kong, Indonesia, Vietnam, Malaysia, India, and China markets. The Corporate segment represents the United Kingdom business unit and corporate support operations, which include run-off reinsurance operations as well as investment income, expenses, capital, and other items. The company was founded on March 18, 1865 and is headquartered in Toronto, Canada.

CPAMr. Kevin David Strain C.A.

FCPAMr. Timothy Deacon FCAS

CPAMr. Manjit Singh C.A.

Executive VP and Chief Information & Technology Innovation OfficerMs. Laura Ann Money

SVP & Chief Information OfficerMs. Maya Beri

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Sun Life Financial Inc

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