Sun Life Ownership
| SLF Stock | USD 56.69 0.02 0.04% |
Shares in Circulation | First Issued 2000-03-31 | Previous Quarter 581 M | Current Value 581 M | Avarage Shares Outstanding 578.8 M | Quarterly Volatility 53.6 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Sun |
Sun Stock Ownership Analysis
About 56.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 1.87. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Sun Life Financial has Price/Earnings To Growth (PEG) ratio of 1.28. The entity last dividend was issued on the 26th of February 2025. Sun Life Financial Inc., a financial services company, provides insurance, wealth, and asset management solutions to individuals and corporate clients worldwide. The company was founded in 1871 and is headquartered in Toronto, Canada. Sun Life is traded on New York Stock Exchange in the United States. To find out more about Sun Life Financial contact Dean Connor at 416 979 9966 or learn more at https://www.sunlife.com.Besides selling stocks to institutional investors, Sun Life also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Sun Life's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Sun Life's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Sun Life Quarterly Liabilities And Stockholders Equity |
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Less than 1% of Sun Life Financial are currently held by insiders. Unlike Sun Life's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Sun Life's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Sun Life's insider trades
Sun Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Sun Life is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Sun Life Financial backward and forwards among themselves. Sun Life's institutional investor refers to the entity that pools money to purchase Sun Life's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Federation Des Caisses Desjardins Du Quebec | 2024-12-31 | 6.4 M | The Toronto-dominion Bank | 2024-12-31 | 5.8 M | Bank Of Nova Scotia | 2024-12-31 | 5.5 M | Beutel, Goodman & Company Ltd. | 2024-12-31 | 5.3 M | Fmr Inc | 2024-12-31 | 5.2 M | Connor Clark & Lunn Inv Mgmt Ltd | 2024-12-31 | 4.6 M | Legal & General Group Plc | 2024-12-31 | 3.7 M | Geode Capital Management, Llc | 2024-12-31 | 3.5 M | Scotia Capital Inc | 2024-12-31 | 3 M | Royal Bank Of Canada | 2024-12-31 | 43.9 M | Mackenzie Investments | 2024-12-31 | 25.9 M |
Sun Life's latest congressional trading
Congressional trading in companies like Sun Life Financial, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Sun Life by those in governmental positions are based on the same information available to the general public.
| 2024-02-13 | Senator Tommy Tuberville | Acquired $15K to $50K | Verify |
Sun Life Outstanding Bonds
Sun Life issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Sun Life Financial uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Sun bonds can be classified according to their maturity, which is the date when Sun Life Financial has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
Sun Life Corporate Filings
| 14th of February 2025 Other Reports | ViewVerify | |
| 13th of February 2025 Other Reports | ViewVerify | |
| 5th of February 2025 Other Reports | ViewVerify | |
13A | 26th of November 2024 The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934 | ViewVerify |
Currently Active Assets on Macroaxis
When determining whether Sun Life Financial is a strong investment it is important to analyze Sun Life's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Sun Life's future performance. For an informed investment choice regarding Sun Stock, refer to the following important reports:Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Sun Life Financial. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis. You can also try the Instant Ratings module to determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.
Is Life & Health Insurance space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Sun Life. If investors know Sun will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Sun Life listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.70) | Dividend Share 3.24 | Earnings Share 3.68 | Revenue Per Share | Quarterly Revenue Growth 0.07 |
The market value of Sun Life Financial is measured differently than its book value, which is the value of Sun that is recorded on the company's balance sheet. Investors also form their own opinion of Sun Life's value that differs from its market value or its book value, called intrinsic value, which is Sun Life's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Sun Life's market value can be influenced by many factors that don't directly affect Sun Life's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Sun Life's value and its price as these two are different measures arrived at by different means. Investors typically determine if Sun Life is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Sun Life's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.