Sun Life Financial Inc.

Sun Life Financial Inc.

15.00
USD
-0.45
(-2.94%)
Nov 04Next Earn

Important Dates

Sun Life Financial Inc.'s next confirmed earnings release is scheduled for November 4, 2026.

Earnings Date11/4/2026

Financial Position

These figures are as of June 30, 2026.

Debt / Equity34.08

Financial Efficiency

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Over the twelve months ended June 30, 2026, Sun Life Financial Inc. posted a return on equity (ROE) of 14.84, showing how much profit the company earns on every dollar of shareholder capital. Return on assets (ROA) stands at 0.89, measuring how efficiently the asset base is converted into earnings. Return on capital employed (ROCE) is 11.89, useful for judging operating efficiency across full business cycles. The company generates approximately 892,420.43 in revenue per employee across its workforce of 32,055.25, a quick read on workforce productivity versus industry peers.

Return on Equity (ROE)14.84
Return on Assets (ROA)0.89
Return on Capital Employed (ROCE)11.89
Revenue Per Employee892,420.43
Employee Count32,055.25

Taxes

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Over the twelve months ended June 30, 2026, Sun Life Financial Inc. recorded 678.55M in income tax expense. That works out to an effective tax rate of 21.10, which can sit above or below the statutory corporate tax rate depending on foreign earnings mix, tax credits, and one-off items. Taxes are levied on pretax income of 3.22B, leaving 2.53B in net income after tax - the gap is what shifts in the tax rate do to reported earnings and EPS.

Income Tax678.55M
Effective Tax Rate21.10

Stock Price Statistics

As of the close on September 16, 2026, Sun Life Financial Inc.'s stock has declined approximately 2.91% over the past 52 weeks.

52-Week Price Change-2.91%

Income Statement

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These figures cover the twelve months ended June 30, 2026.

Revenue28.61B
Pretax Income3.22B
Net Income2.53B

Balance Sheet

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As of June 30, 2026, Sun Life Financial Inc. holds 19.76B in cash and equivalents against 6.43B in total debt, resulting in a net debt position of 158.54M.

Cash & Cash Equivalents19.76B
Total Debt6.43B
Net Debt158.54M
Equity (Book Value)17.14B

Cash Flow

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Sun Life Financial Inc. produced 3.29B in operating cash flow over the twelve months ended June 30, 2026.

Operating Cash Flow3.29B
Free Cash Flow3.29B

Margins

These figures cover the twelve months ended June 30, 2026.

Pretax Margin11.24
Profit Margin8.83

Dividends & Yields

These figures cover the twelve months ended June 30, 2026. The dividend payout ratio of 58.09 indicates the proportion of earnings distributed to shareholders, a key gauge of how sustainable the dividend is and how much room remains for future dividend growth.

Payout Ratio58.09