Skip to main content
SLFSun Life Financial Inc.Sell4.7·$76.64+1.05%
Open full analysis

Sun Life Financial Inc. (SLF) Stock Analysis

SellVALUE-TRAP 1/5Moderate Confidence

Financial Services · Insurance - Diversified

Sell if holding. Engine safety override at $76.64: Quality below floor (3.9 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.7/10. Specifically: Below-average business quality.

Sun Life Financial Inc., a financial services company, provides asset management, wealth, insurance and health solutions to individual and institutional customers in Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India,... Read more

$76.64-1.7% A.UpsideScore 4.7/10#11 of 12 Insurance - Diversified
QualityF-score8 / 9FCF yield-9.82%
IncomeYield3.63%(5y avg 4.10%)Payout67.04%
Stop $74.28Target $75.30(resistance)A.R:R -3.4:1
Analyst target$65.33-14.8%2 analysts
$75.30our TP
$76.64price
$65.33mean
$56

Sell if holding. Engine safety override at $76.64: Quality below floor (3.9 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.7/10. Specifically: Below-average business quality. Chart setup: No clear chart pattern; technical signals are mixed. Score 4.7/10, moderate confidence.

Passes 7/8 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity 53d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-06-14
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Thu, Aug 6, 202653d to earnings· next earnings call

Thesis

Rewards
No bull case signals
Risks
Target reached (-27.5% upside)
Quality below floor (3.9 < 4.0)

Key Metrics

P/E (TTM)19.9
P/E (Fwd)12.6
Mkt Cap$42.5B
EV/EBITDA-9.7
Profit Mgn8.8%
ROE12.0%
Rev Growth0.2%
Beta0.83
Dividend3.63%
Rating analysts19

Quality Signals

Piotroski F8/9

Options Flow

P/C1.00neutral
IV67%elevated
Max Pain$85+10.9% vs spot

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

Show full disclosure ▾

About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.

Not investment advice. TrendMatrix is not a registered investment adviser. Our content is for informational and educational purposes only. Consult your own licensed investment adviser, broker, or tax professional before making any investment decision.

Conflicts and positions. The TrendMatrix editorial team frequently holds personal long-term positions in securities discussed. We disclose positions held at the time of publication on each piece. We maintain a trading-window policy: we do not initiate or close positions in the same direction as a TrendMatrix publication within 24 hours before or 72 hours after publication.

No paid promotion. TrendMatrix does not accept payment from any issuer, broker, or third party in exchange for coverage of any security. Our sole compensation is subscription revenue.

No fiduciary duty. No fiduciary, advisory, or agency relationship is created between you and TrendMatrix by reading our content or subscribing to our service.

Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

3 floor-breakers

Growth below the gate floor. Component breakdown shows what dragged the score down.static

Earnings Growth
0.0
Revenue Growth
2.5

Technicals below the gate floor. Component breakdown shows what dragged the score down.static

Bollinger
0.0
Support Resistance
0.3
52w Position
9.9

Quality below the gate floor. Component breakdown shows what dragged the score down.static

Fcf Quality
0.0
Roa
0.5
Operating Margin
3.4
Roe
4.0
Gross Margin
4.0
Net Margin
4.4
Current Ratio
5.0
Moat
5.2
Piotroski F
8.9
Earnings quality RED FLAG: -135% FCF/NINo competitive moatStrong Piotroski F-Score: 8/9
GatesA.R:R -3.4=NEGATIVEMomentum 6.8>=5.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 53d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Moderate
RSI
73 · Overbought
20D MA 50D MA 200D MAGOLDEN CROSSSupport $70.36Resistance $76.84

Price Targets

$74
$75
A.Upside-1.7%
A.R:R-3.4:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Target reached (-27.5% upside)
! Quality below floor (3.9 < 4.0)
! Negative risk/reward — downside exceeds upside

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-08-06 (53d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is SLF stock a buy right now?

Sell if holding. Engine safety override at $76.64: Quality below floor (3.9 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.7/10. Specifically: Below-average business quality. Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $74.28. Score 4.7/10, moderate confidence.

What is the SLF stock price target?

Take-profit target: $75.30 (-1.7% upside). Prior stop was $74.28. Stop-loss: $74.28.

What are the risks of investing in SLF?

Target reached (-27.5% upside); Quality below floor (3.9 < 4.0).

Is SLF overvalued or undervalued?

Sun Life Financial Inc. trades at a P/E of 19.9 (forward 12.6). TrendMatrix value score: 7.4/10. Verdict: Sell.

What do analysts say about SLF?

19 analysts cover SLF with a consensus score of 3.7/5. Average price target: $65.

What does Sun Life Financial Inc. do?Sun Life Financial Inc., a financial services company, provides asset management, wealth, insurance and health...

Sun Life Financial Inc., a financial services company, provides asset management, wealth, insurance and health solutions to individual and institutional customers in Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia, and Bermuda. It offers various insurance products, such as term and permanent life; personal health, which includes prescription drugs, dental, and vision care; critical illness; long-term care; and disability. The company also provides investments products, such as mutual funds, segregated funds, annuities, and guaranteed investment products; financial planning services; and asset management products, including pooled funds, institutional portfolios and pension funds. The company was formerly known as Sun Life Financial Services of Canada Inc. and changed its name to Sun Life Financial Inc. in July 2003. Sun Life Financial Inc. was founded in 1871 and is headquartered in Toronto, Canada.

Related stocks: HIG (The Hartford Insurance Group, I) · ACGL (Arch Capital Group Ltd.) · AIG (American International Group, I) · AEG (Aegon Ltd. New York Registry Sh) · BNT (Brookfield Wealth Solutions Ltd)
Home Stocks SLF

Latest news

Latest News

MSN47d ago
PR Newswire61d agoProduct
PR Newswire46d agoLegal
Business Wire46d ago
Marketscreener.com46d agoLegal
Yahoo Finance60d ago
Kalkine Media58d ago
MarketBeat59d ago
Yahoo Finance44d ago
The Globe and Mail42d agoAnalyst
TradingView — Track All Markets59d ago
MarketBeat59d agoAnalyst
MarketWatch45d ago
MarketBeat45d agoAnalyst
PR Newswire45d ago
MarketBeat45d ago
Benzinga35d agoAnalyst
Benzinga40d agoEarnings
Benzinga40d ago
Benzinga40d agoEarnings