Sun Life Financial Inc.

Sun Life Financial Inc.

SLF
Sun Life Financial Inc.US flagNew York Stock Exchange
81.35
USD
+0.38
- -
45.07BMarket Cap
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
22.97
42.17
31.49
46.61
47.85
44.5
67.03
74.08
60.9
5.85
62.04
59.56
68.29
64.06
Basic EPS, GAAP
1.55
2.9
3.59
4.45
3.91
4.65
4.81
4.59
7.28
5.04
5.57
5.34
6.51
5.72
Free Cash Flow per Basic Share
1.04
2.95
7.29
5.98
3.24
6.33
4.18
12.4
-3.17
7.36
9.58
4.37
4.97
9.56
Dividend per Share
1.32
1.45
1.5
1.75
1.88
2.02
2.23
2.32
2.44
2.85
3.21
3.39
3.67
3.75
Book Value per Share
23.51
24.92
26.89
29.32
30.81
32.49
33.12
35.13
37.47
34.2
34.96
36.28
36.99
36.96
Tangible Book Value per Share
16.53
18.99
21.3
21.36
22.62
24.95
24.22
25.74
17.2
14
15.03
17.9
16.97
15.92
Basic Weighted Avg Shares
604
611
612
613
613
606
592
585
586
586
586
579
563
560
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
35,871
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
3,280
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
20.98
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
9.14
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
8,372
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
25,949
Return on Invested Capital (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Return on Capital (%)
5.71
8.72
9.71
9.99
8.43
10.51
10.63
9.82
14.74
9.79
9.98
9.28
10.26
12.12
Return on Common Equity (%)
6.69
12.04
13.89
15.86
12.99
14.62
14.5
13.38
20.09
14.07
16.11
14.9
17.53
15.43

Capital Structure

FRC

in mil. unless spec.
Sep'25
Dec'25
Mar'26
ST Debt
- -
1,834
- -
LT Borrowings
7,376
16,034
8,372
LT Finance Leases
- -
924
- -
Preferred Equity and Hybrid Capital
2,239
1,252
2,239
Shares Outstanding
558
554
554
Market Capitalization
47,322
48,501
48,731

Working Capital

FRC

in mil. unless spec.
Sep'25
Dec'25
Mar'26
Total Current Assets
- -
- -
- -
Cash, Cash Equivalents & STI
26,485
27,931
26,212
Accounts Receivable, Net
- -
3,862
- -
Inventories
- -
- -
- -
Total Current Liabilities
- -
- -
- -
Payables & Accruals
- -
7,289
- -
ST Debt
- -
1,834
- -
Deferred Revenue
- -
- -
- -

Growth Rates

FRC

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

FRC

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
- -
- -
- -
- -

Quarterly Earnings Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
1.49
1.19
2.43
- -
5.34
2025
1.72
1.34
2.06
- -
6.51
2026
0.93
- -
- -
- -
- -

Quarterly Dividends Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
0.8
0.86
0.84
- -
3.39
2025
0.85
0.93
0.9
- -
3.67
2026
0.94
- -
- -
- -
- -

Company Description

APIChatGPT
CEO
Kevin David Strain
Full Time Employees
32,151
Sector
Financial Services
Industry
Insurance - Diversified
Address
1 York Street Toronto ON Canada M5J 0B6
IPO Date
Mar 23, 2000
Business
Sun Life Financial Inc. is a leading international financial services organization headquartered in Toronto, Canada, founded in 1865. The company operates through multiple business segments including insurance, wealth management, and asset management across Canada, the United States, the United Kingdom, Ireland, and key markets in Asia such as Hong Kong, the Philippines, India, China, Singapore, and Malaysia. Its core products encompass protection and wealth products; life insurance including term, whole, and universal life policies; health insurance; group benefits insurance solutions including life, disability, dental, and stop-loss insurance; retirement and pension products; annuities; investment management services including mutual funds, segregated funds, guaranteed investment funds, and a broad suite of asset management offerings with a focus on fixed income, real estate, infrastructure, and alternative assets. Sun Life Financial has recently expanded its product offerings with the launch of two new Indexed Universal Life insurance products, SunBrilliance IUL II and SunBrilliance Indexed Savings in the Singapore market, tailored to high net worth and ultra-high net worth clients to meet legacy planning and wealth accumulation needs with enhanced features such as higher multiplier factors, loyalty bonuses, and market-linked returns tied to the S&P 500 index. The company reinforced its asset management business through the acquisition of alternative asset manager Crescent Capital Group and has taken strategic steps to enhance its digital and sustainable finance initiatives. Additionally, Sun Life completed the acquisition of Genworth Financial's U.S. Employee Benefits Group to strengthen its position and market share in U.S. group insurance lines, consolidating its leadership in the employee benefits sector. It also launched a securities investment dealer platform called Sun Life Canada Securities Inc. to diversify its wealth offerings. The company's strategy focuses on expanding its global footprint while driving innovation in digital services and integrating ESG considerations into business operations. Sun Life Financial operates with a global presence supported by a network of subsidiaries and joint ventures, including a 49% stake in Sun Life Grepa Financial in the Philippines. The company serves individual, corporate, and institutional clients with a comprehensive range of financial services aimed at helping customers achieve lifetime financial security and healthier lives. Its asset management division, branded as SLC Management, manages significant assets across public and private fixed income, real estate, and credit markets. Sun Life Financial Inc. continues to evolve through innovation in insurance and wealth management products, strategic acquisitions, and market expansion with consistent emphasis on client-centricity, digital transformation, and sustainability across its operations worldwide. It is publicly traded on the Toronto Stock Exchange (TSX), New York Stock Exchange (NYSE), and the Philippine Stock Exchange (PSE) under the ticker symbol SLF. The company reported strong financial performance in 2024 with underlying net income of $4.17 billion and earnings per share of $7.17, underscoring its stable growth and market leadership.

Company News

APIChatGPT
  • Sun Life U.S. and Claritev work to boost efficiency of supplemental health benefits

  • What Makes Sun Life (SLF) a Strong Momentum Stock: Buy Now?

  • 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

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

  • Sun Life completes acquisition of Bell Partners

  • Why Sun Life (SLF) is a Great Dividend Stock Right Now

  • Why Sun Life (SLF) is a Top Momentum Stock for the Long-Term

  • Sun Life announces interest rate reset on Limited Recourse Capital Notes Series

  • Sun Life extends collaboration with the American Diabetes Association to continue support of youth initiative Project Power

  • SLF Stock Hits 52-Week High: Time to Hold Despite Expensive Valuation?

  • Sun Life (SLF) Upgraded to Buy: Here's Why

  • Sun Life and Medzown team up to expand access to clinical trials for cancer and other complex diseases

  • Why Sun Life (SLF) is a Top Dividend Stock for Your Portfolio

  • Sun Life (SLF) is a Top-Ranked Momentum Stock: Should You Buy?

  • Centro Expands Carrier Ecosystem with Addition of Sun Life to Its API-Powered RFP Platform

  • Sun Life (SLF) Up 5% Since Last Earnings Report: Can It Continue?

  • David Healy, President of Sun Life U.S., receives HELP Hero award from HELP USA

  • Sun Life Receives Regulatory Approval of Normal Course Issuer Bid Renewal

  • Sun Life Receives Regulatory Approval of Normal Course Issuer Bid Renewal