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DisclosuresTermsPrivacy

Research & education only — not financial advice.TENK is not a registered investment adviser; calls are impersonal, generated from SEC filings and a delayed/third-party price feed, and may be wrong or out of date. The operator and an affiliated trading operation may hold or trade the securities TENK rates — see Disclosures. Do your own research.

EDGAR® is a registered trademark of the U.S. Securities and Exchange Commission. TENK/calls is an independent service and is not affiliated with, endorsed by, or approved by the U.S. Securities and Exchange Commission.

TTENK/calls
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Pulling SEC filings + quote and writing the call…

TTENK/calls
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Home›Stocks›SLF
SLF logo

SLF

SUN LIFE FINANCIAL INC

Next earnings Aug 6, 2026 (after close) · consensus $1.95 EPS

Sell
$79.65
▲ +2.00%
$79.65▲ +25.99%
over 1Y
L $54.21H $79.65
Today+2.0%
1W+2.8%
1M+9.5%
3M+26.4%
YTD+29.3%
1Y+26.0%
OverviewValuationQualityFilings
Rating
Sell
Quality
A+
Valuation
Fair value
Sell
Conviction
Horizon
Medium (3–12mo)
Street · 19 analysts
Buy

Mixed signals in the latest filings.

SUN LIFE FINANCIAL INC shows limited reported revenue.

On these fundamentals, SLF screens as SELL on the SEC figures.

Is SLF a buy? The one-page verdict, explained →

The options angle

model · matches our verdict
Bear put spread~60d expiry
  • Long put 80 @ ~2.03 est
  • Short put 72 @ ~0.12 est
debit $191max +$609max −$191BE 78.09

SELL verdict, defined risk: profits into weakness down to the short strike; max loss is the net debit.

Open in the calculator →

Educational template, not a trade recommendation. Strikes and premiums are Black-Scholes model estimates from the last close and 30-day realized volatility — real chains, spreads and IV will differ. Options involve substantial risk.

Key statistics

Valuation

Enterprise value$44.1B
EV / EBITDA—
EV / Sales—
EV / FCF—
P / FCF—
PEG (trailing)—
Earnings yield—
FCF yield—

Quality & risk

ROIC (est.)—
Free cash flow—
Total debt—
Net cash—

Capital returns

Buyback yield—
Dividend yield (est.)—
Shareholder yield—

Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.

Recent filings

all on EDGAR ↗
6-KPeriod ending 2026-07-022026-07-02open ↗6-KPeriod ending 2026-06-292026-06-30open ↗6-KPeriod ending 2026-06-162026-06-17open ↗6-KPeriod ending 2026-05-262026-05-27open ↗13F-HRPeriod ending 2026-03-312026-05-14open ↗6-KPeriod ending 2026-05-072026-05-08open ↗6-KPeriod ending 2026-03-312026-05-07open ↗6-KPeriod ending 2026-03-312026-05-07open ↗6-KPeriod ending 2026-05-062026-05-07open ↗6-KPeriod ending 2026-05-062026-05-07open ↗6-KPeriod ending 2026-03-302026-03-31open ↗6-KPeriod ending 2026-03-242026-03-25open ↗

Quality score

A+
ValueGrowthProfitHealthMom.
Value—
Growth—
Profitability—
Financial health—
MomentumA+
54.2252-week79.65
Revenue
—
Net margin
—
ROE
—
P/E
—

SEC fundamentals

Frequently asked

Is SUN LIFE FINANCIAL INC (SLF) a buy?
SLF currently carries a Sell rating with 2/5 conviction, derived from its latest SEC filings. Mixed signals in the latest filings.
What is SUN LIFE FINANCIAL INC's quality score?
SLF scores 91.99769496734537/100 (grade A+) on a SEC-grounded quality model spanning value, growth, profitability, financial health and momentum.

Sources: SEC EDGAR (CIK 0001097362, latest 6-K filed 2026-07-02) · EODHD · as of 7/4/2026, 11:13:54 PM.

›About this recommendation — produced by TENK/calls (tenkcalls.com), Luxembourg · not investment advice

Rule-based analysis, generated automatically from SEC filing data.

Investment recommendation produced by TENK/calls (tenkcalls.com), Luxembourg. Completed Jul 4, 2026, 7:13 PM ET. Ratings & methodology: definitions · All recommendations to date: track record · Conflicts: disclosures. Not investment advice.

Research and education only — not financial advice. TENKis not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities TENK rates; see Disclosures. Past performance does not guarantee future results. Do your own research.

Insider activity

Form 4 · SEC
2021-09-30
Sun Life Assurance Co of Canada
Insider
Buy40.0K @ $25.00$1.00M
2021-09-30
Sun Life Assurance Co of Canada
Insider
Buy40.0K @ $25.00$1.00M
2021-09-30
Sun Life Assurance Co of Canada
Insider
Buy400K @ $25.00$10.0M
2021-09-30
Sun Life Assurance Co of Canada
Insider
Buy400K @ $25.00$10.0M
2021-09-15
Sun Life Assurance Co of Canada
10% owner
Buy320K @ $25.00$8.00M
2021-09-15
Sun Life Assurance Co of Canada
10% owner
Buy320K @ $25.00$8.00M
2020-04-29
Sun Life Assurance Co of Canada
10% owner
Disposed (J)217K @ $5,531,332.96$1.20T
2020-04-29
Sun Life Assurance Co of Canada
10% owner
Disposed (J)217K @ $5,531,332.96$1.20T
2017-04-12
SUN LIFE FINANCIAL INC
10% owner
Disposed (J)160.00 @ $125.00$20.0K
2017-04-12
SUN LIFE FINANCIAL INC
10% owner
Disposed (J)40.00 @ $125.00$5.00K
2016-11-09
Sun Life Assurance Co of Canada
10% owner
Disposed (J)600K @ $25.27$15.2M
2016-09-07
SUN LIFE FINANCIAL INC
10% owner
Disposed (J)267K @ $25.02$6.67M

Held by tracked funds

Form 13F · SEC · quarterly
Bridgewater AssociatesRay Dalio (founder)251K sh$15.7M

As of each fund’s latest quarterly 13F — a delayed snapshot, not a live position. All tracked funds →

Vs tracked universe

compare →

1195 tracked peers · median

TENK Score92 vs 67
Revenue growth— vs 7.5%
Net margin— vs 10.0%
Return on equity— vs 12.0%
P/E— vs 26.2