Sun Life Financial Inc.

NYSE:SLF Stock Report

Market Cap: US$34.1b

Sun Life Financial Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:SLF Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
19 Nov 24SellUS$12,081Stephanie CoylesIndividual200US$60.41
15 Nov 24SellUS$1,329,726Melissa KennedyIndividual22,100US$60.17
15 Nov 24SellUS$9,469,114Kevin StrainIndividual157,345US$60.18
15 Nov 24SellUS$1,199,494Linda DoughertyIndividual19,897US$60.29
15 Aug 24BuyUS$25,544Stephanie CoylesIndividual500US$51.09
04 Jun 24BuyUS$591,817Kevin StrainIndividual12,000US$49.32
14 May 24BuyUS$45,594Stephanie CoylesIndividual900US$50.66

Insider Trading Volume

Insider Buying: SLF insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of SLF?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders137,1910.0238%
State or Government331,2520.0576%
General Public272,312,09747.3%
Institutions302,548,33852.6%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 38.06% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
4.18%
The Vanguard Group, Inc.
24,035,609US$1.4b1.74%0.02%
3.07%
RBC Global Asset Management Inc.
17,647,901US$1.0b-2.44%0.64%
2.73%
TD Asset Management, Inc.
15,734,860US$933.2m-2.18%0.67%
2.42%
BMO Asset Management Corp.
13,912,566US$825.1m12.8%0.32%
2.31%
Mackenzie Financial Corporation
13,281,505US$787.7m-9.67%0.85%
2.15%
RBC Dominion Securities Inc., Asset Management Arm
12,357,720US$732.9m8.73%0.82%
1.84%
Royal Bank of Canada, Banking & Securities Investments
10,573,360US$627.1m18.1%0.31%
1.73%
1832 Asset Management L.P.
9,934,910US$589.2m-2.75%0.78%
1.73%
Fédération des Caisses Desjardins du Québec, Asset Management Arm
9,929,481US$588.9m56%3.27%
1.61%
Manulife Asset Management
9,256,384US$549.0m7.61%0.4%
1.52%
Beutel Goodman & Company Ltd.
8,750,033US$518.9m-2.03%2.37%
1.32%
Toronto-Dominion Bank, Banking Investments
7,610,289US$451.3m0.5%0.68%
1.26%
Canadian Imperial Bank of Commerce, Asset Management Arm
7,255,823US$430.3m2.61%0.91%
1.22%
The Bank of Nova Scotia, Banking Investments
7,045,978US$417.9m-2.22%0.83%
1.13%
CIBC Asset Management Inc.
6,488,668US$384.8m1.27%0.78%
1.11%
Norges Bank Investment Management
6,396,719US$379.4m0%0.03%
1.01%
National Bank Investments Inc.
5,837,298US$346.2m28.2%0.44%
0.88%
CI Global Asset Management
5,055,411US$299.8m5.04%0.6%
0.86%
Legal & General Investment Management Limited
4,926,903US$292.2m0.8%0.05%
0.84%
FMR LLC
4,836,634US$286.8m6.3%0.02%
0.81%
Connor, Clark & Lunn Investment Management Ltd.
4,665,564US$276.7m-4.62%1.27%
0.7%
Quadravest Capital Management, Inc.
4,000,269US$237.2m0%6.79%
0.68%
IG Investment Management, Ltd.
3,887,300US$230.5m-5.03%0.59%
0.5%
Scotiabank Global Banking and Markets, Asset Management Division
2,880,073US$170.8m1.35%0.92%
0.47%
Letko, Brosseau & Associates Inc.
2,686,623US$159.3m-3.39%2.79%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/26 16:08
End of Day Share Price 2024/12/24 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Sun Life Financial Inc. is covered by 31 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Jacob KilsteinArgus Research Company
John EadeArgus Research Company
Ishan MajumdarBaptista Research