# Sun Life Financial Inc. (SLF)

> Source: Nexqual · https://nexqual.com/SLF · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, Sun Life Financial Inc. (SLF), nexqual.com/SLF" · informational, not investment advice.

**Price:** USD 80.81 (+0.12% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 80.71 · day 80.08–81.07 · 52w 57.22–84.38 · market cap $44.9B · NYQ

## Key facts
- 1 of 80 tracked superinvestors hold SLF (13F, Q2 2026): 1 new, 0 added, 0 reduced, 0 unchanged.
- Analysts: Hold (mean 2.71 on a 1–5 scale) (14 analysts), mean target USD 65.1 (range 65.1–65.1).
- Total return with dividends: 1Y +35.5% vs S&P 500 +14.9%; 5Y +71.5% vs S&P 500 +80.3%.
- Next earnings: 2026-11-04, EPS estimate USD 2.02, revenue estimate $0K.

## Superinvestors (SEC 13F-HR, Q2 2026)
1 of 80 tracked investors hold SLF. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Lee Ainslie | Maverick Capital | <0.01% | $234K | New position |

## Analysts
Consensus Hold (mean 2.71 on a 1–5 scale), 14 analysts; mean target USD 65.1 (low 65.1, high 65.1).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-09-03 | Argus Research | Target raised | Buy | $81 → $88 |
| 2026-08-10 | RBC Capital | Target raised | Sector Perform | $98 → $119 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | +35.5% | +71.5% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +35.7% | +11.4% |
| Volatility (annualized) | 18.5% | 19.2% |
| Max drawdown | -10.1% (Feb 2026→Mar 2026) | -29.1% (Jan 2022→Oct 2022) |

## Peers (Insurance - Diversified)
AIG (American International Group, I) USD 83.03 +1.57% · HIG (The Hartford Insurance Group, I) USD 139.45 +2.67% · ACGL (Arch Capital Group Ltd.) USD 102.69 +2.40% · AEG (Aegon Ltd. New York Registry Sh) USD 8.21 -2.15% · BNT (Brookfield Wealth Solutions Ltd) USD 38.26 +2.05% · PLGO (Pelagos Insurance Capital Limit) USD 26.21 +2.26%

## More
Full page: https://nexqual.com/SLF · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Supply chain and relationships (SEC annual reports)


Other companies that name SLF in their own reports (relationship from SLF's side):

| Relationship | Company | Their filing | Sentence |
|---|---|---|---|
| partner | Crescent Capital BDC, Inc. (CCAP) | 10-K 2026-02-25 | "On January 5, 2021, Sun Life Financial Inc. (together with its subsidiaries and joint ventures, "Sun Life") acquired a majority interest in Crescent (the "Sun Life Transaction")." |

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $2.02 | $2.02 | -0.0% | $0 | 12 |
| Next quarter (ends 2026-12-31) | $2.08 | $2.08 | +0.0% | $0 | 9 |
| Current fiscal year (ends 2026-12-31) | $8.01 | $7.94 | +1.0% | $28.37B | 13 |
| Next fiscal year (ends 2027-12-31) | $8.62 | $8.52 | +1.2% | $29.79B | 13 |

## Options: expected move (Cboe, 15-min delayed)

Expected move by 2026-11-20 (includes earnings 2026-11-04): ±5.4%.

| Expiration | Days | ATM IV | Expected move |
|---|---|---|---|
| 2026-11-20 | 28 | 24.0% | ±5.4% |
| 2026-12-18 | 56 | 24.7% | ±7.8% |
| 2027-02-19 | 119 | 25.4% | ±11.4% |
| 2027-05-21 | 210 | 21.6% | ±12.9% |