Sun Life Financial, Inc.

  • Market Cap: Large Cap
  • Industry: Insurance
  • ISIN: CA8667961053
CAD
109.43
-2.19 (-1.96%)
  • Price Points
  • Score
  • Mojo Parameters
  • Total Return
  • News and Corporate Actions
  • Key factors
  • Shareholding
  • Financials
  • CompanyCV
stock-summaryPrice Point
High/Low

1Day

52 Week

Valuation
Technical
Day's Volume

CASH

3.99 M

Shareholding (Mar 2026)

FII

17.75%

Held by 711 FIIs

DII

82.25%

Held by 39 DIIs

Promoter

0.00%

iScoreScore
Click here to find our call on this stock
Strong Sell
Sell
Hold
Buy
Strong Buy

Dashboard

1

Strong Long Term Fundamental Strength with a 14.87% CAGR growth in Operating Profits

 
2

With ROE of 12.35%, it has a very attractive valuation with a 2.37 Price to Book Value

3

High Institutional Holdings at 48.13%

stock-summaryMojo Parameters

Mojo Parameters

Stock DNA

stock-summary
Industry

Insurance

stock-summary
Market cap

CAD 59,309 Million (Large Cap)

stock-summary
P/E

19.00

stock-summary
Industry P/E

NA

stock-summary
Dividend Yield

0.00%

stock-summary
Debt Equity

-999,999.00

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Return on Equity

12.35%

stock-summary
Price to Book

2.37

Revenue and Profits:
Net Sales:
(Quarterly Results - Mar 2026)
Net Profit:
478 Million
stock-summaryTotal Returns
Total Returns (Price + Dividend) stock-summary
TimePeriod
Price Return
Dividend Return
Total Return
3 Months
27.32%
0%
27.32%
6 Months
28.95%
0%
28.95%
1 Year
25.01%
0%
25.01%
2 Years
66.13%
0%
66.13%
3 Years
63.69%
0%
63.69%
4 Years
87.93%
0%
87.93%
5 Years
75.82%
0%
75.82%

Sun Life Financial, Inc. for the last several years.

Risk Adjusted Returns v/s stock-summary
stock-summaryNews & Corporate Actions

News

Icon
No Recent News for the Company

Announcements stock-summary

Icon
No announcement available

Corporate Actions stock-summary

Icon
No corporate action available
stock-summaryKey Factors

Quality key factors stock-summary

Factor
Value
Sales Growth (5y)
-0.42%
EBIT Growth (5y)
14.87%
EBIT to Interest (avg)
0.13
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
23.25%
Dividend Payout Ratio
57.08%
Pledged Shares
0
Institutional Holding
48.13%
ROCE (avg)
1.05%
ROE (avg)
12.40%

Valuation key factors

Factor
Value
P/E Ratio
19
Industry P/E
Price to Book Value
2.37
EV to EBIT
NA
EV to EBITDA
EV to Capital Employed
2.70
EV to Sales
1.38
PEG Ratio
NA
Dividend Yield
NA
ROCE (Latest)
ROE (Latest)
12.35%

Technicals key factors

Indicator
Weekly
Monthly
MACD
Bullish
Bullish
RSI
No Signal
No Signal
Bollinger Bands
Bullish
Bullish
Moving Averages
Bullish (Daily)
KST
Bullish
Mildly Bearish
Dow Theory
No Trend
Bullish
OBV
No Trend
Mildly Bearish
stock-summary Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish  Turned 
stock-summaryShareholding
Shareholding Snapshot : Mar 2026stock-summary
Shareholding Compare (%holding) stock-summary
Majority shareholders

Foreign Institutions

Domestic Funds

Held in 39 Schemes (12.27%)

Foreign Institutions

Held by 711 Foreign Institutions (17.75%)

Strategic Entities with highest holding

Highest Public shareholder

stock-summaryFinancial
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  {
    "link": "quarterly",
    "btn_text": "All Quarterly Results",
    "header": "Quarterly Results Snapshot (Consolidated) - Mar'26 - QoQ",
    "rhs": [
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        "suffix": "QoQ Growth in quarter ended Mar 2026 is 0.00% vs 0.00% in Dec 2025",
        "dir": 0
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      {
        "prefix": "Consolidated Net Profit ",
        "suffix": "QoQ Growth in quarter ended Mar 2026 is -37.02% vs -33.42% in Dec 2025",
        "dir": -1
      }
    ],
    "table": {
      "header": [
        "Mar'26",
        "Dec'25",
        "Change(%)"
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      "body": [
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          "chgp": "",
          "chgp_class": "neutral"
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        {
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          "val2": "0.00",
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          "chgp_class": "neutral"
        },
        {
          "field": "Interest",
          "val1": "163.00",
          "val2": "133.00",
          "chgp": "22.56%",
          "chgp_class": "negative"
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          "field": "Exceptional Items",
          "val1": "0.00",
          "val2": "0.00",
          "chgp": "",
          "chgp_class": "neutral"
        },
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          "field": "Consolidate Net Profit",
          "val1": "478.00",
          "val2": "759.00",
          "chgp": "-37.02%",
          "chgp_class": "negative"
        },
        {
          "field": "Operating Profit Margin (Excl OI)",
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          "val2": "141.00%",
          "chgp": "-5.12%",
          "chgp_class": "negative"
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    "link": "annual",
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        "suffix": "YoY Growth in year ended Dec 2025 is 0.00% vs 0.00% in Dec 2024",
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        "prefix": "Consolidated Net Profit ",
        "suffix": "YoY Growth in year ended Dec 2025 is 10.16% vs -1.03% in Dec 2024",
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        "Dec'25",
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          "chgp": "37.08%",
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        {
          "field": "Consolidate Net Profit",
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Quarterly Results Snapshot (Consolidated) - Mar'26 - QoQstock-summary

Mar'26
Dec'25
Change(%)
Net Sales
0.00
0.00
Operating Profit (PBDIT) excl Other Income
0.00
0.00
Interest
163.00
133.00
22.56%
Exceptional Items
0.00
0.00
Consolidate Net Profit
478.00
759.00
-37.02%
Operating Profit Margin (Excl OI)
89.80%
141.00%
-5.12%
USD in Million.
Net Sales

QoQ Growth in quarter ended Mar 2026 is 0.00% vs 0.00% in Dec 2025

Direction Arrows
Consolidated Net Profit

QoQ Growth in quarter ended Mar 2026 is -37.02% vs -33.42% in Dec 2025

Annual Results Snapshot (Consolidated) - Dec'25stock-summary

Dec'25
Dec'24
Change(%)
Net Sales
0.00
0.00
Operating Profit (PBDIT) excl Other Income
774.00
940.00
-17.66%
Interest
526.00
664.00
-20.78%
Exceptional Items
-241.00
-383.00
37.08%
Consolidate Net Profit
3,588.00
3,257.00
10.16%
Operating Profit Margin (Excl OI)
133.80%
133.70%
0.01%
USD in Million.
Net Sales

YoY Growth in year ended Dec 2025 is 0.00% vs 0.00% in Dec 2024

Direction Arrows
Consolidated Net Profit

YoY Growth in year ended Dec 2025 is 10.16% vs -1.03% in Dec 2024

stock-summaryCompany CV
About Sun Life Financial, Inc. stock-summary
stock-summary
Sun Life Financial, Inc.
Insurance
Sun Life Financial Inc. is the holding company of Sun Life Assurance Company of Canada. The Company is an international financial services organization providing insurance, wealth and asset management solutions to individual and corporate clients. It has its operations in various markets including Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia and Bermuda. It operates through five business segments: Canada, United States (U.S.), Asset Management, Asia, and Corporate. The Canada business segment is a provider of protection, health, and wealth solutions, providing products and services. The U.S. segment is the benefits providers in the U.S. market. Asset Management business segment is comprised of MFS and SLC Management. Asia segment consists of two business units: Insurance and Wealth and International.
Company Coordinates stock-summary
Company Details
Sun Life Assurance Co Of Canada, One York Street TORONTO ON : M5J 0B6
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Tel: 1 416 9794800
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Registrar Details