Sun Life Financial Inc.

Sun Life Financial Inc.

67.92
EUR
+0.30
(+0.44%)
4.90EPS
14.26P/E
38.00BMarket Cap
Nov 04Next Earn
2013 Y
2014 Y
2015 Y
2016 Y
2017 Y
2018 Y
2019 Y
2020 Y
2021 Y
2022 Y
2023 Y
2024 Y
2025 Y
TTM
Revenue per Share
22.94
42.1
31.45
46.54
47.78
44.44
66.92
73.97
60.81
5.84
61.94
59.47
68.19
90.34
Basic EPS, GAAP
1.55
2.89
3.59
4.45
3.9
4.65
4.8
4.59
7.27
5.03
5.56
5.33
6.5
7.79
Free Cash Flow per Basic Share
1.04
2.95
7.28
5.97
3.23
6.32
4.17
12.38
-3.16
7.35
9.56
4.37
4.96
10.4
Dividend per Share
1.32
1.45
1.5
1.75
1.88
2.02
2.22
2.32
2.43
2.85
3.21
3.38
3.66
4.75
Book Value per Share
24.33
27.22
31.12
32.06
32.82
37.23
37.76
40.24
33.92
36.69
38.92
43.15
43.23
43.86
Tangible Book Value per Share
16.36
19.01
21.08
20.63
21.61
25.23
24.32
25.65
17.07
13.82
14.76
17.9
16.75
17.02
Basic Weighted Avg Shares
605
612
613
614
614
607
593
586
587
587
587
580
564
449
Sales/Revenue/Turnover
13,874
25,764
19,274
28,573
29,334
26,969
39,679
43,337
35,690
3,429
36,354
34,483
38,447
40,599
Operating Margin (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Depreciation Expense
123
150
166
203
209
226
378
406
438
528
- -
- -
- -
- -
Net Income, GAAP
1,055
1,882
2,300
2,826
2,487
2,914
2,943
2,781
4,370
3,024
3,343
3,171
3,745
3,584
Effective Tax Rate (%)
13.53
20.69
20.66
17.97
10.83
17
8.85
15.06
14.26
15.06
11.73
23.97
21.18
21.1
Profit Margin (%)
7.6
7.3
11.93
9.89
8.48
10.8
7.42
6.42
12.24
88.19
9.2
9.2
9.74
8.83
Working Capital
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
LT Debt
7,470
7,387
8,412
8,584
8,223
8,045
8,942
8,458
6,625
13,205
13,066
14,568
16,958
9,120
Total Equity
17,354
18,872
21,418
22,368
22,971
24,570
24,508
25,862
22,206
22,887
24,200
26,129
25,492
26,760
Return on Invested Capital (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Return on Capital (%)
5.6
8.37
9.03
9.29
8.04
9.89
9.79
9.01
14.52
9.86
9.49
8.59
9.45
11.89
Return on Common Equity (%)
6.49
11.26
12.36
14.11
12.04
13.31
12.79
11.73
19.63
14.25
14.73
12.99
15.03
14.84

Capital Structure

CAD

•

in mil. unless spec.
Dec'25
Mar'26
Jun'26
ST Debt
1,834
- -
- -
LT Borrowings
16,034
8,372
9,120
LT Finance Leases
924
- -
- -
Preferred Equity and Hybrid Capital
1,252
2,239
2,239
Shares Outstanding
555
555
555
Market Capitalization
47,301
48,165
61,612

Working Capital

CAD

•

in mil. unless spec.
Dec'25
Mar'26
Jun'26
Total Current Assets
- -
- -
- -
Cash, Cash Equivalents & STI
27,931
26,212
28,043
Accounts Receivable, Net
3,862
- -
- -
Inventories
- -
- -
- -
Total Current Liabilities
- -
- -
- -
Payables & Accruals
7,289
- -
- -
ST Debt
1,834
- -
- -
Deferred Revenue
- -
- -
- -

Growth Rates

CAD

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
1.96%
0.04%
-2.44%
Free Cash Flow
-28.46%
-94.38%
10.55%
Net Income, GAAP
7.34%
9.97%
18.1%
Sales/Revenue/Turnover
95.77%
171.7%
11.5%
Total Cash Common Dividend
9.38%
9.59%
5.47%

Quarterly Revenue

CAD

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
6,936
8,892
15,380
3,275
34,483
2025
11,338
9,197
12,399
5,513
38,447
2026
8,762
13,925
- -
- -
- -

Quarterly Earnings Per Share

CAD

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
1.49
1.19
2.42
0.32
5.33
2025
1.71
1.34
3.36
2.24
6.5
2026
0.93
1.91
- -
- -
- -

Quarterly Dividends Per Share

CAD

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
0.8
0.86
0.83
1.32
3.38
2025
0.85
0.93
1.48
1.58
3.66
2026
0.94
1.01
- -
- -
- -

Company Description

CEO
Kevin David Strain
Full Time Employees
32,151
Sector
Finance
Industry
Multi-line insurance
Address
1 York Street Toronto ON Canada M5J 0B6
IPO Date
Mar 22, 2000
Business
Sun Life Financial Inc. provides asset management, wealth management, insurance and health solutions to individual and institutional clients worldwide. The company offers a broad range of products and services including permanent, term and universal life insurance; health, dental, critical illness and long-term care insurance; group benefits such as disability, absence management, life and stop-loss coverage; mutual funds, annuities, pensions, guaranteed investment certificates, trust services and banking services; as well as institutional investment options through subsidiaries like MFS Investment Management for individual and institutional investors, SLC Management encompassing fixed-income strategies via Prime Advisors and Ryan Labs Asset Management plus real estate through BentallGreenOak, and joint ventures such as Aditya Birla Sun Life in India. Sun Life operates primarily in Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia and Bermuda, with assets under management exceeding CAD$1.3 trillion as of 2024. Founded in 1865 and headquartered at 1 York Street in Toronto, Ontario, the company recently announced a CAD$1 billion Series 2025-2 subordinated unsecured debenture offering in December 2025 to support acquisitions of remaining interests in SLC Management affiliates BentallGreenOak and Crescent Capital Group LP, subsidiary investments and strategic growth; restructured in third-quarter 2025 to accelerate expansion across asset management, insurance and wealth businesses; and renamed its Sun Life Tactical ETF Portfolios to Sun Life ETF+ Portfolios effective December 8, 2025 with updated fees and sub-advisors.

Company News

  • Buy 5 Stocks to Stay Safe as Volatility Reappears on Wall Street

  • Landmark Sunlife global research finds 65% of people want connected support across their health, finances and protection as navigating these needs has become increasingly complex

  • Sunlife unveils new global brand

  • Sun Life (SLF) Could Be a Great Choice

  • Sun Life cautions shareholders regarding Ocehan LLC's below-market bid for shares

  • Sun Life cautions shareholders regarding Ocehan LLC's below-market bid for shares

  • SLF Expands Disability Benefits: Can Health Navigation Drive Growth?

  • Sun Life launches Disability with Health Navigator to improve health outcomes and provide ongoing health support for employees

  • Sun Life Announces Executive Appointment to Lead Investor Relations

  • Are You Looking for a High-Growth Dividend Stock?

  • Sun Life announces intention to redeem Series 2021-1 Subordinated Unsecured 2.46% Fixed/Floating Debentures

  • Sun Life Reports Results of Conversion Privilege of Class A Non-Cumulative Rate Reset Preferred Shares Series 10R and Class A Non-Cumulative Floating Rate Preferred Shares Series 11QR

  • Nykredit A S Takes Position in Sun Life Financial Inc. $SLF

  • Sun Life U.S. receives Top Workplace award from Hartford Courant for sixth consecutive year

  • BMO, Sun Life Pledge C$75 Billion Private Capital for Canadian Infrastructure Push

  • Sun Life Financial Inc. (SLF:CA) Presents at Scotiabank's 27th Annual Financials Summit Transcript

  • Sun Life Announces Dividend Rates on Class A Non-Cumulative Rate Reset Preferred Shares Series 10R and Class A Non-Cumulative Floating Rate Preferred Shares Series 11QR

  • Financial Analysis: Sun Life Financial (NYSE:SLF) vs. Chubb (NYSE:CB)

  • Sun Life Financial Inc. (TSE:SLF) Receives Average Rating of “Moderate Buy” from Analysts

  • Manulife Vs. Sun Life: Good Businesses, But More Expensive (Rating Downgrade)