Sun Life Financial Inc.

Sun Life Financial Inc.

20.12
CAD
-0.01
(-0.05%)
Nov 04Next Earn

Important Dates

Sun Life Financial Inc 4.45 % Pfd Shs A Series 3'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

CAD

Over the twelve months ended June 30, 2026, Sun Life Financial Inc 4.45 % Pfd Shs A Series 3 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 1.27M 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 Employee1.27M
Employee Count32,055.25

Taxes

CAD

Over the twelve months ended June 30, 2026, Sun Life Financial Inc 4.45 % Pfd Shs A Series 3 recorded 963.00M 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 4.56B, leaving 3.58B in net income after tax - the gap is what shifts in the tax rate do to reported earnings and EPS.

Income Tax963.00M
Effective Tax Rate21.10

Stock Price Statistics

CAD

As of the close on October 22, 2026, Sun Life Financial Inc 4.45 % Pfd Shs A Series 3's stock has declined approximately 8.96% over the past 52 weeks. The 50-day moving average sits at 21.06, while the 200-day moving average is 21.54.

52-Week Price Change-8.96%
50-Day Moving Average21.06
200-Day Moving Average21.54

Income Statement

CAD

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

Revenue40.60B
Pretax Income4.56B
Net Income3.58B

Balance Sheet

CAD

As of June 30, 2026, Sun Life Financial Inc 4.45 % Pfd Shs A Series 3 holds 28.04B in cash and equivalents against 9.12B in total debt, resulting in a net debt position of 225.00M.

Cash & Cash Equivalents28.04B
Total Debt9.12B
Net Debt225.00M
Equity (Book Value)24.32B

Cash Flow

CAD

Sun Life Financial Inc 4.45 % Pfd Shs A Series 3 produced 4.67B in operating cash flow over the twelve months ended June 30, 2026.

Operating Cash Flow4.67B
Free Cash Flow4.67B

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