Stock Fundamentals

Company Information

Company Name
Sun Life Financial Inc.
Sector
Financial Services
Industry
Insurance - Diversified
Exchange
NYSE
ISIN: CA8667961053
CIK: 0001097362
CUSIP: 866796105
Currency: USD
Full Time Employees: 32,151
Phone: 416 979 9966
Fiscal Year End: December
IPO Date: Mar 23, 2000
Description:

Sun Life Financial Inc., a financial services company, provides asset management, wealth, insurance and health solutions to individual and institutional customers in Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia, and Bermuda. 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. The company also provides investments products, such as mutual funds, segregated funds, annuities, and guaranteed investment products; financial planning services; and asset management products, including pooled funds, institutional portfolios and pension funds. 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.

Address:

1 York Street, Toronto, ON, Canada, M5J 0B6

Directors & Officers

Name Title Year Born
Mr. Timothy Deacon FCAS, FCPA Executive VP & CFO NA
Mr. Manjit Singh C.A., CPA President of Sun Life Asia 1971
Ms. Laura Ann Money Executive VP and Chief Information & Technology Innovation Officer NA
Ms. Maya Beri SVP & Chief Information Officer NA
Ms. Natalie Brady Senior Vice President of Capital Management & Investor Relations NA
Ms. Melissa Jane Kennedy Executive VP and Chief Legal Officer & Public Policy Officer 1963
Ms. Anne C. Sonnen Senior VP & Chief Compliance Officer NA
Aishling Cullen Senior Vice President of Corporate Communications NA
Michael Joyce Executive Vice President of Sales NA
Ms. Helena Janina Pagano Executive VP and Chief People & Culture Officer NA

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Royal Bank of Canada 41.65M Mar 31, 2026 7.52% $0.46 -8.06%
Vanguard Group Inc 25.88M Dec 31, 2025 4.67% $0.02 2.11%
TD Asset Management Inc 14.02M Mar 31, 2026 2.53% $0.71 -8.61%
Bank of Montreal 10.38M Mar 31, 2026 1.88% $0.24 0.49%
BMO Capital Markets Corp. 10.38M Mar 31, 2026 1.88% $0.24 0.49%
CIBC World Markets Inc. 9.32M Mar 31, 2026 1.68% $0.95 39.08%
1832 Asset Management L.P 9.06M Mar 31, 2026 1.64% $0.52 -11.21%
The Toronto-Dominion Bank 7.05M Mar 31, 2026 1.27% $0.63 12.96%
Manufacturers Life Insurance Co 6.95M Mar 31, 2026 1.25% $0.37 -9.23%
Bank of Nova Scotia 6.87M Mar 31, 2026 1.24% $0.75 14.66%
NATIONAL BANK OF CANADA /FI/ 6.68M Mar 31, 2026 1.21% $0.37 5.71%
NORGES BANK 6.38M Dec 31, 2025 1.15% $0.04 16.99%
Mackenzie Investments 6.10M Mar 31, 2026 1.10% $0.46 -1.71%
FMR Inc 5.85M Mar 31, 2026 1.06% $0.02 8.82%
Geode Capital Management, LLC 5.79M Mar 31, 2026 1.04% $0.02 4.64%
TD Waterhouse Canada Inc 5.53M Mar 31, 2026 1.00% $1.03 152.70%
Federation des caisses Desjardins du Quebec 5.48M Mar 31, 2026 0.99% $1.23 -1.65%
Canada Pension Plan Investment Board 3.99M Mar 31, 2026 0.72% $0.16 -19.85%
Legal & General Group PLC 3.83M Mar 31, 2026 0.69% $0.06 -1.71%
Letko, Brosseau & Associates Inc. 3.26M Mar 31, 2026 0.59% $3.29 1.75%

Shares Statistics

Shares Outstanding: 554.26M
Shares Float: 552.92M
% Insiders: 6.40%
% Institutions: 5,600.70%
Short % Float: 0.97%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Vanguard Total Intl Stock Index Inv 8.16M 1.47% ▲ 0.00% Apr 30, 2026
2 Vanguard Developed Markets Index Admiral 5.42M 0.98% ▲ 0.57% Apr 30, 2026
3 RBC Canadian Dividend Fund A 5.00M 0.90% ▲ 0.00% Mar 31, 2026
4 iShares Core MSCI Canadian Qual Div ETF 4.45M 0.80% ▲ 0.41% Apr 30, 2026
5 Vanguard Instl Ttl Intl Stk Mkt Idx TrII 4.13M 0.75% ▲ 0.60% Apr 30, 2026
6 Scotia Canadian Dividend A 4.07M 0.74% ▼ 12.39% Feb 28, 2026
7 Fidelity Series Canada 3.45M 0.62% ▼ 4.32% Mar 31, 2026
8 iShares Core S&P/TSX Capped Compost ETF 3.28M 0.59% ▲ 0.00% Apr 30, 2026
9 iShares S&P/TSX 60 ETF 3.13M 0.57% ▼ 0.21% Apr 30, 2026
10 TD Canadian Equity - I 2.99M 0.54% ▲ 0.00% Dec 31, 2025

Valuation Metrics

Enterprise Value: $40.80B
Trailing P/E: 18.54
Forward P/E: 12.53

Financial Highlights

Market Cap: $39.97B
EBITDA: $5.17B
P/E Ratio: $18.54
PEG Ratio: $1.42
Book Value: $30.15
Dividend/Share: $3.60
Dividend Yield: 4.95%
Earnings/Share: $3.89
Profit Margin: 8.85%
Operating Margin: 8.49%
ROA (TTM): 0.75%
ROE (TTM): 11.97%
Revenue (TTM): $34.90B
Revenue/Share (TTM): $62.48
Earnings Growth (YOY): -48.40%
Revenue Growth (YOY): 0.20%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 N/A 0.75x 0.94x 9.12x 3.46x
2024-12-31 N/A 0.54x 0.93x 6.53x 2.81x
2023-12-31 3.23x 0.51x 0.93x 6.89x 3.23x
2022-12-31 2.99x 0.49x 0.91x 11.05x 3.10x
2021-12-31 5.96x 0.33x 0.92x 15.59x 1.60x
2020-12-31 5.51x 0.22x 0.92x 9.26x 1.39x
2019-12-31 5.97x 0.33x 0.92x 9.71x 2.05x
2018-12-31 85.03x 0.33x 0.91x 11.51x 2.02x
2017-12-31 85.32x 0.36x 0.91x 9.20x 2.53x
2016-12-31 58.39x 0.39x 0.91x 10.90x 2.21x
2015-12-31 61.68x 0.23x 0.91x 9.00x 1.45x
2014-12-31 4.03x 0.34x 0.92x 7.06x 2.22x
2013-12-31 6.73x 0.39x 0.91x 5.93x 2.66x
2012-12-31 4.07x 0.44x 0.93x 4.66x 3.35x
2011-12-31 4.65x 0.46x 0.93x -0.47x 10.12x
2010-12-31 6.31x 0.45x 0.85x 4.08x 3.48x
2009-12-31 0.07x 0.47x 0.85x 1.18x 17.17x
2008-12-31 3.73x 0.36x 0.85x 1.47x 6.53x
2007-12-31 0.00x 0.36x 0.85x 8.16x 1.88x
2006-12-31 0.10x 0.38x 0.85x 7.93x 2.87x
2005-12-31 0.10x 0.22x 0.86x 8.90x 1.56x
2004-12-31 0.09x 0.13x 0.90x 11.19x 1.01x
2003-12-31 0.02x 0.13x 0.90x 8.42x 1.08x
2002-12-31 0.03x 0.12x 0.90x 1.28x 3.24x
2001-12-31 0.04x 0.13x 0.92x N/A 1.24x
2000-12-31 0.10x 0.21x 0.94x 10.42x 1.27x
1999-12-31 N/A 0.00x 0.94x 4.67x 0.00x
1998-12-31 N/A 0.00x 0.93x 6.63x 0.00x

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