Stock Fundamentals

Company Information

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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
Website: https://www.sunlife.com
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

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Name Title Year Born
Mr. Kevin David Strain C.A., CPA President, CEO & Director 1966
Mr. Timothy Deacon FCAS, FCPA Executive VP & CFO NA
Mr. Manjit Singh C.A., CPA President of Sun Life Asia 1971
Ms. Sin Yin Tan Executive VP & President of Sun Life Canada NA
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 1964
Ms. Anne C. Sonnen Senior VP & Chief Compliance Officer NA
Aishling Cullen Senior Vice President of Corporate Communications NA

Institutional Holders

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Holder Name Shares Date Reported % Out Value % Change
Royal Bank of Canada 50.38M Sep 30, 2025 9.10% $0.50 -51.16%
Vanguard Group Inc 25.88M Dec 31, 2025 4.67% $0.02 2.11%
TD Asset Management Inc 15.34M Dec 31, 2025 2.77% $0.77 -2.40%
1832 Asset Management L.P 10.21M Dec 31, 2025 1.84% $0.49 0.30%
Bank of Montreal 9.82M Sep 30, 2025 1.77% $0.23 -9.09%
BMO Capital Markets Corp. 9.82M Sep 30, 2025 1.77% $0.23 -9.09%
Mackenzie Investments 9.08M Sep 30, 2025 1.64% $0.66 -17.18%
Manufacturers Life Insurance Co 7.65M Dec 31, 2025 1.38% $0.39 -3.98%
NATIONAL BANK OF CANADA /FI/ 7.20M Sep 30, 2025 1.30% $0.43 7.07%
NORGES BANK 6.38M Dec 31, 2025 1.15% $0.04 16.99%
The Toronto-Dominion Bank 5.78M Sep 30, 2025 1.04% $0.54 0.75%
Federation des caisses Desjardins du Quebec 5.57M Dec 31, 2025 1.01% $1.33 -1.33%
JPMorgan Chase & Co 5.47M Sep 30, 2025 0.99% $0.01 119.54%
FMR Inc 5.37M Dec 31, 2025 0.97% $0.02 0.10%
Geode Capital Management, LLC 5.18M Sep 30, 2025 0.94% $0.02 12.04%
CIBC World Markets Inc. 5.02M Sep 30, 2025 0.91% $0.54 -2.53%
Bank of Nova Scotia 4.71M Sep 30, 2025 0.85% $0.50 -23.44%
Beutel, Goodman & Company Ltd. 4.27M Sep 30, 2025 0.77% $1.54 -7.31%
Legal & General Group PLC 3.90M Dec 31, 2025 0.70% $0.05 0.95%
Canada Pension Plan Investment Board 3.78M Sep 30, 2025 0.68% $0.16 33.76%

Shares Statistics

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Shares Outstanding: 553.87M
Shares Float: 553.41M
% Insiders: 5.70%
% Institutions: 5,548.90%
Short % Float: 0.97%

🏆 Top 10 Institutional Holders

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Rank Holder Name Shares Held % of Shares Change Date Reported
1 Royal Bank of Canada 50.38M 9.10% ▼ 51.16% Sep 30, 2025
2 Vanguard Group Inc 25.88M 4.67% ▲ 2.11% Dec 31, 2025
3 TD Asset Management Inc 15.34M 2.77% ▼ 2.40% Dec 31, 2025
4 1832 Asset Management L.P 10.21M 1.84% ▲ 0.30% Dec 31, 2025
5 Bank of Montreal 9.82M 1.77% ▼ 9.09% Sep 30, 2025
6 BMO Capital Markets Corp. 9.82M 1.77% ▼ 9.09% Sep 30, 2025
7 Mackenzie Investments 9.08M 1.64% ▼ 17.18% Sep 30, 2025
8 Manufacturers Life Insurance Co 7.65M 1.38% ▼ 3.98% Dec 31, 2025
9 NATIONAL BANK OF CANADA /FI/ 7.20M 1.30% ▲ 7.07% Sep 30, 2025
10 NORGES BANK 6.38M 1.15% ▲ 16.99% Dec 31, 2025

Valuation Metrics

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Enterprise Value: $46.06B
Trailing P/E: 14.57
Forward P/E: 11.24

Financial Highlights

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Market Cap: $36.34B
EBITDA: $5.75B
P/E Ratio: $14.57
PEG Ratio: $0.87
Book Value: $30.41
Dividend/Share: $3.52
Dividend Yield: 5.38%
Earnings/Share: $4.50
Profit Margin: 10.18%
Operating Margin: 15.05%
ROA (TTM): 0.85%
ROE (TTM): 13.90%
Revenue (TTM): $34.88B
Revenue/Share (TTM): $61.95
Earnings Growth (YOY): 240.90%
Revenue Growth (YOY): 4.70%

Stock Price History

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1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Download Financials (Excel)

Financial Charts

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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

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Financial Ratios (Yearly)

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Financial Ratios (Quarterly)

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Earnings History

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Balance Sheet (Yearly)

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Financial Ratios

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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 0.52x 0.91x 11.05x 3.10x
2021-12-31 5.96x 0.36x 0.92x 15.59x 1.60x
2020-12-31 5.51x 0.23x 0.92x 9.26x 1.39x
2019-12-31 5.97x 0.34x 0.92x 9.71x 2.05x
2018-12-31 85.03x 0.34x 0.91x 11.51x 2.02x
2017-12-31 85.32x 0.37x 0.91x 9.20x 2.53x
2016-12-31 58.39x 0.40x 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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