Sun Life Financial Inc.
NYSE•SLF
CEO: Mr. Kevin David Strain C.A., CPA
Sector: Financial Services
Industry: Insurance - Diversified
Listing Date: 2000-03-23
Sun Life Financial Inc., a financial services company, provides savings, retirement, and pension products worldwide. The company operates in five segments: Asset Management, Canada, U.S., Asia, and Corporate. It offers various insurance products, such as term and permanent life; personal health, which includes prescription drugs, dental, and vision care; critical illness; long-term care; and disability, as well as reinsurance. The company also provides advice for financial planning and retirement planning services; investments products, such as mutual funds, segregated funds, and annuities; and asset and investment management products consisting of pooled funds, institutional portfolios, and pension funds. In addition, it offers real estate services; manages equity capital in various private and listed funds, as well as mezzanine debt, middle market direct lending, high-yield bonds, and syndicated loans; and operates as an investment grade fixed income investor, real estate investment management advisor, infrastructure investment manager, and alternative credit investment manager. The company was formerly known as Sun Life Financial Services of Canada Inc. and changed its name to Sun Life Financial Inc. in July 2003. Sun Life Financial Inc. was founded in 1871 and is headquartered in Toronto, Canada.
Contact Information
Market Cap
$34.81B
P/E (TTM)
12.8
15.5
Dividend Yield
4.2%
52W High
$69.67
52W Low
$52.44
52W Range
Rank25Top 11.9%
5.6
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 5.6 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025
Financial Dashboard
Q4 2025 Data
Revenue
$6.40B+0.00%
4-Quarter Trend
EPS
$0.93+0.00%
4-Quarter Trend
FCF
$3.79B+0.00%
4-Quarter Trend
2025 Annual Earnings Highlights
Key Highlights
Common Share Base Common Shares totaled 553,799,595 units at period close, representing the primary equity base for US listing compliance.
Preferred Share Complexity Capital structure includes eight distinct preferred share series, totaling nearly 39.4M units outstanding as of December 31, 2025.
Regulatory Filings Complete Filed required Form 40-F, including audited financial statements and Annual Information Form dated February 11, 2026.
Risk Factors
Capital Structure Risk Complex preferred share issuance, including Series 14 tied to $1B LRCN structure, introduces specific debt covenants.
Governance Oversight Needs Three directors designated Audit Committee Financial Experts; independence must meet strict NYSE Rule 10A-3 standards.
Reporting Compliance Burden Maintaining compliance across US GAAP/IFRS and SEC requirements necessitates continuous internal control effectiveness monitoring.
Outlook
Governance Consistency Maintained Confirmed governance practices align fully with New York Stock Exchange listing rules for US publicly-listed companies.
Internal Control Attestation Management assessment of internal control effectiveness under Section 404(b) Sarbanes-Oxley Act is incorporated by reference.
Executive Certification Confirmed Authorized signatory confirmed fulfillment of all requirements for filing Form 40-F on February 11, 2026.
Peer Comparison
Revenue (TTM)
$29.96B
$28.34B
$26.77B
Gross Margin (Latest Quarter)
100.0%
88.1%
62.9%
Key Metrics
Symbol | Market Cap | P/E (TTM) | ROE (TTM) | Debt to Assets |
|---|---|---|---|---|
| AIG | $41.41B | 13.4 | 7.5% | 5.7% |
| HIG | $37.07B | 9.6 | 21.4% | 5.1% |
| SLF | $34.81B | 12.8 | 14.7% | 5.5% |
Long-Term Trends
Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
-6.8%
Growth Under Pressure
4Q Net Income CAGR
-6.6%
Declining Profitability
Cash Flow Stability
75%
Volatile Cash Flow
Deep Research
Next earnings:May 6, 2026
EPS:$1.39
|Revenue:$947.22M
Financials
Earnings Calls
Reports
News
Income Statement
Balance Sheet
Cash Flow Statement
Ratios
% Chg.
Income Statement | LTM |
|---|
No Data