skip to content
Detailed Quote
5i Report
Rating
A-

Review of Sun Life Financial Inc.

APR 03, 2025 - There has been a transition in SLF’s business model from a pure insurance company into a dual asset manager insurance company. SLF has a strong financial profile and is a highly profitable business in terms of Return on Equity (ROE). SLF has a clear strategy to enhance operational efficiency, market leadership and shareholder value over time. The company recently raised dividends and repurchased shares at a more aggressive pace in years, which indicates management thinks the current valuation is attractive. SLF’s business model is highly durable and sustainable, and the company’s share price tends to hold up well amid a volatile market. We think SLF is executing well and the long-term thesis in SLF as a high-quality dividend grower across the economic cycle remains unchanged. We are maintaining our rating at “A-“.

Download Report
Company Profile
{tplLang.businessdescription | toLang tLang}
{ profileData.description }

{tplLang.details | toLang tLang}

{tplLang.ceo | toLang tLang}
{profileData.profile.details.ceo}
{tplLang.employees | toLang tLang}
{profileData.profile.details.employees | numeraljs '0,0'}
{tplLang.issuetype | toLang tLang}
{profileData.profile.details.issuetype | asIssueType}

{tplLang.industryclassifications | toLang tLang}

{tplLang.sector | toLang tLang}
{profileData.profile.classification.sector}
{tplLang.industry | toLang tLang}
{profileData.profile.classification.industry}

{tplLang.toolname| toLang tLang}

There is no {tplLang.toolname| toLang tLang} currently available for {data.symbolstring}.
Interactive Chart
Key Ratios
Earnings
Analyst Recommendations
5i Recent Questions
Q: Hi team. I'm recently retired , but am ok with some growth and volatility. I'm looking to reduce the number of holdings (currently have 30).

I have these 6 financials. Which 1 or 2 would you be inclined to sell?

Likewise, of these 4 material companies, which 1 would you sell?

Thank you!
Read Answer Asked by Ian on November 18, 2025
Q: Just wanted to get your current views on SLF in light of last week's earnings. I note RBC's recent comments...

“SLF’s underlying EPS was higher than our estimate and consensus, but the U.S. segment had higher than expected experience losses related to Dental and stop-loss,” he said. “We do not expect material unfavourable stop-loss experience to persist into 2026, but we expect the Dental business to remain challenged throughout our forecast period; we lower our U.S. estimates.”"

I have noticed challenges with the US segment in recent quarters, so wondering if you would ADD or HOLD at current levels.

Thank you for the great service.
Read Answer Asked by Trevor on November 12, 2025
Insiders
Share Information
News and Media
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!