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  5. SLF: Just wanted to get your current views on SLF in light of last week's earnings. [Sun Life Financial Inc.]
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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.
Asked by Trevor on November 12, 2025
5i Research Answer:

SLF has treaded water a bit over the last year but the insurers in general have had a tougher year, so this is not out of line. At 10X earnings with a 4.5% yield and offering stability and a diversified insurance business, we wouldn't be too concerned with owning SLF at these levels. On the US business, the company sees where teh weakness is coming from and over time can take steps to adress the issues.