SUN LIFE FINANCIAL INC (SLF) Sun Life Financial Inc. operates as a global financial institution, delivering a wide range of insurance, wealth management, and asset accumulation services to both individual and corporate clients worldwide. Its offerings encompass diverse life insurance products, including term and whole life policies, in addition to personal health, dental, critical illness, long-term care, and disability coverage. The company also engages in reinsurance activities, provides investment advisory and portfolio management services, and administers mutual and segregated funds. Furthermore, it offers trust and banking solutions, along with real estate brokerage, appraisal, and merchant banking services. Its distribution network is extensive, utilizing direct sales representatives, various general agents (both managing and independent), financial intermediaries, broker-dealers, banking institutions, pension and benefits consultants, and other external marketing organizations. Founded in 1871, the firm's headquarters are located in Toronto, Canada.
Sector: Life Insurance
Industry: Insurance - Diversified
Sun Life Financial Inc. NYSE:SLF Financial Services · Insurance - Diversified
Mkt Cap $40.94B
Div Yield 3.68%
Prev close $71.53 Open $72.66 Now $73.72 VOL 52K $ Vol $3.83M RVOL 0.13x
Mkt Cap $40.94B
VOL 52K sh
$ Vol $3.83M
RVOL 0.13×
Div Yield 3.68%
Press Release
Sunlife increases Common Share dividend and declares dividends on Preferred Shares payable in Q4 2026
Sun Life Financial's board declared a Q4 2026 common share dividend of $1.00 per share, a 4-cent increase from the prior quarter.
The dividend is payable December 31, 2026 to shareholders of record on November 25, 2026; preferred share dividends across six series were also declared.
The raise is a routine but positive signal of capital strength for the insurer, which reported $1.68 trillion in assets under management as of September 30, 2026.
• 4d ago AI analysis › Press Release ● Major
Sunlife Reports Third Quarter 2026 Results
prnewswire.com • 4d ago Press Release
SLC Management unveils GreenOak, bringing its $326 billion global investment platform under one brand
SLC Management, Sun Life's US$326 billion asset management platform, will rebrand as GreenOak, unifying BGO, Crescent Capital, InfraRed Capital Partners, SLC Fixed Income, and Advisors Asset Management under one global brand.
The brand transition rolls out over the next 12 months across the platform's 31+ offices in 15 countries, spanning real estate, infrastructure, alternative credit, and investment-grade fixed income.
GreenOak remains majority owned and controlled by Sun Life Financial; the rebrand is strategic positioning rather than a structural or financial change to the filer.
• 14d ago AI analysis › Press Release
Sunlife hosts third quarter 2026 earnings conference call
Sun Life Financial will release its third quarter 2026 results on November 4, 2026, after markets close.
The analyst earnings call and webcast will be held the following day, November 5, at 11:00 a.m. ET.
As of June 30, 2026, Sun Life reported $1.70 trillion in assets under management. The release contains no financial results.
• 17d ago AI analysis › Press Release
Sunlife unveils new global brand
Sun Life Financial unveiled a refreshed global brand, renaming itself 'Sunlife' as one word with a modernized sun globe logo and the new tagline 'Making life brighter.'
The company framed the rebrand around its evolution beyond life insurance into asset management, health and wealth, noting Asia now serves more than 30 million clients across eight markets and contributed 18% of group underlying net income in 2025, up from 15% two years earlier.
Sunlife also released survey findings of over 8,800 adults showing 72% of Asian consumers want integrated health-financial support, versus 47% in North America. The rebrand rolls out in phases across markets with no financial impact disclosed.
• 24d ago AI analysis › Press Release
Landmark Sunlife global research finds 65% of people want connected support across their health, finances and protection as navigating these needs has become increasingly complex
Sunlife released its largest global consumer survey, finding 65% of people want connected support across health, finances and protection, with only about a third having full plans despite strong stated priorities.
The research accompanies the unveiling of a new global brand, including a modernized logo and the "Making life brighter" tagline, which CEO Kevin Strain framed as central to how the company will grow by deepening client relationships.
The survey covered roughly 1,000 adults in each of eight North American and Asian markets and was conducted by Earnscliffe in September 2026; Sunlife manages $1.70 trillion in assets as of June 30, 2026.
• 25d ago AI analysis › Press Release ⚠ 1
Sun Life cautions shareholders regarding Ocehan LLC's below-market bid for shares
Sun Life cautioned shareholders about an unsolicited mini-tender offer by Ocehan LLC to buy up to 100,000 Sun Life shares at a price 24.97% and 24.93% below the TSX and NYSE closing prices on August 27, 2026.
Sun Life is not associated with Ocehan, does not endorse the offer, and notes shareholders who already tendered can withdraw within 21 days per the offer documents.
The release cites SEC and CSA warnings that mini-tender offers are structured to evade disclosure rules and catch investors off guard with below-market bids; the event has no direct financial impact on Sun Life.
• 1mo ago AI analysis › Press Release
Sun Life launches Disability with Health Navigator to improve health outcomes and provide ongoing health support for employees
Sun Life U.S. launched Disability with Health Navigator, bundling personalized care navigation with disability insurance for employer group benefits clients.
The service gives enrolled employees year-round access to care advisors, expert second opinions, and centers of excellence whether or not they have filed a disability claim.
Management positions the product as a way to reduce leave duration and healthcare costs; Health Navigator is also offered standalone and through Sun Life's medical stop-loss coverage.
• 1mo ago AI analysis › Press Release
Sun Life Announces Executive Appointment to Lead Investor Relations
Sun Life Financial appointed Darko Mihelic as Senior Vice-President, Head of Investor Relations, effective October 22, 2026.
Mihelic joins from RBC Capital Markets, where he was Managing Director of Equity Research covering Canadian banking and insurance, with prior roles at Cormark Securities and CIBC Capital Markets.
He succeeds Natalie Brady, who moved to Head of Capital Management and Corporate Development earlier this year, and will report to CFO Tim Deacon.
• 1mo ago AI analysis › Press Release
Sun Life and Kansas City Royals "Every Single Smile" campaign raises $50,000 for TeamSmile youth oral health program
Sun Life U.S. and the Kansas City Royals Foundation completed their first "Every Single Smile" campaign, reaching its $50,000 goal for the TeamSmile youth dental program in Kansas City.
The funds will support an additional dental clinic in December and expand the Dental Home Project connecting underserved youth with local dentists.
This is a philanthropic/brand event; Sun Life has partnered with the Royals since 2017 with the deal renewed through 2030, and it holds no material financial significance for SLF.
• 1mo ago AI analysis › Press Release
Passing on wealth is easier than preparing heirs to manage it, Sun Life Asia study finds
Sun Life Asia released its second annual legacy-planning survey, finding 70% of respondents worry their wealth won't survive the next generation and only 20% feel fully prepared to pass on their legacy.
The study shows documented legacy plans more than doubled from 10% in 2025 to 22% in 2026, with 46% of respondents having sought professional legacy-planning advice, up from 37%.
For Sun Life, the findings reinforce demand for advisory and wealth services, with 83% of high-net-worth respondents believing advisors should play a role in legacy planning. The release is brand/research content, not a financial disclosure.
• 1mo ago AI analysis › Press Release
Sun Life announces intention to redeem Series 2021-1 Subordinated Unsecured 2.46% Fixed/Floating Debentures
Sun Life Financial intends to redeem all outstanding $500 million of its Series 2021-1 Subordinated Unsecured 2.46% Fixed/Floating Debentures on November 18, 2026 — the first date the debentures are callable at Sun Life's option.
Holders will receive the principal amount plus accrued and unpaid interest, and interest will cease accruing from the redemption date. The redemption will be funded from existing cash and liquid assets.
This is routine capital management for the large insurer (all figures in Canadian dollars) with no stated impact on operations or outlook.
• 1mo ago AI analysis › Press Release
Sun Life Reports Results of Conversion Privilege of Class A Non-Cumulative Rate Reset Preferred Shares Series 10R and Class A Non-Cumulative Floating Rate Preferred Shares Series 11QR
Sun Life announced the results of the conversion privilege on its Series 10R rate reset and Series 11QR floating rate preferred shares: only 1,400 of 6,838,672 Series 10R shares elected conversion into Series 11QR, while 621,829 of 1,161,328 Series 11QR shares elected conversion into Series 10R.
Because fewer than 1,000,000 Series 11QR shares would remain outstanding after the September 30, 2026 conversion date, all remaining Series 11QR shares will automatically convert into Series 10R shares, leaving 8,000,000 Series 10R shares outstanding and none of Series 11QR.
The reset dividend rate on the Series 10R shares (TSX: SLF.PR.H) is 5.519% per annum, or $0.344938 per share per quarter (all figures in Canadian dollars), for the five-year period through September 30, 2031; Sun Life may redeem the shares at $25.00 each on September 30, 2031 and every fifth year thereafter, subject to regulatory approval.
• 1mo ago AI analysis › Press Release
Sun Life U.S. receives Top Workplace award from Hartford Courant for sixth consecutive year
Sun Life U.S. has been named one of Hartford's Top Workplaces by the Hartford Courant for the sixth consecutive year.
The company credits a purpose-driven culture plus benefits including no-cost menopause benefits, one of the country's most comprehensive paid family and medical leave programs, a sabbatical every five years, and a hybrid model across six U.S. office hubs.
The release is employer-brand promotion with no financial or operational impact on Sun Life Financial (SLF); boilerplate notes C$1.70 trillion in assets under management as of June 30, 2026.
• 1mo ago AI analysis › Press Release
Sun Life Announces Dividend Rates on Class A Non-Cumulative Rate Reset Preferred Shares Series 10R and Class A Non-Cumulative Floating Rate Preferred Shares Series 11QR
Sun Life announced the dividend rates for its Series 10R and Series 11QR preferred shares effective September 30, 2026.
The Series 10R reset rate is set at 5.519% annually, or $0.344938 per share quarterly, for the five-year period ending September 30, 2031.
Series 11QR shareholders will receive a floating rate of 4.459% annually, or $0.280978 per share, for the quarter ending December 31, 2026.
• 2mo ago AI analysis › Press Release
Sun Life President and Chief Executive Officer Kevin Strain to speak at the Scotiabank Financials Summit
Sun Life announced that President and CEO Kevin Strain will participate in a fireside chat at the Scotiabank Financials Summit.
The session is scheduled for September 9, 2026, at 1:55 p.m. ET and will be hosted by Mike Rizvanovic, Managing Director of Canadian Financial Services at Scotiabank.
As of June 30, 2026, Sun Life reported total assets under management of $1.70 trillion across its international operations.
• 2mo ago AI analysis › Press Release
Sun Life and Wilton Re announce a strategic partnership, combining depth and breadth of capabilities across life and annuity reinsurance and asset management
Sun Life and Wilton Re have formed a strategic partnership to establish Windsor Life Re, a new U.S. and Bermuda-domiciled reinsurer aimed at growing Wilton Re's life and annuity business.
SLC Management, Sun Life's institutional asset manager, will serve as the lead asset manager for the venture, which is expected to deploy approximately US$900 million in capital and target up to US$10 billion in assets.
The agreement includes an initial reinsurance block of approximately US$1.7 billion, with the transaction expected to close in the first half of 2027 subject to regulatory approvals.
• 2mo ago AI analysis › Press Release
Sun Life Announces Conversion Privilege of Class A Non-Cumulative Rate Reset Preferred Shares Series 10R and Class A Non-Cumulative Floating Rate Preferred Shares Series 11QR
Sun Life Financial announced it will not redeem its Series 10R or Series 11QR preferred shares on September 30, 2026, triggering conversion rights for holders.
Shareholders may convert their holdings on a one-for-one basis between the two series, provided minimum outstanding share thresholds are met.
New dividend rates for the upcoming periods will be determined and announced on August 31, 2026.
• 2mo ago AI analysis › Press Release
Sun Life announces Chair succession
Sun Life announced that Chair Scott Powers will retire from the Board of Directors following the company's annual meeting on May 5, 2027.
Director Joseph Natale, a former CEO of Rogers Communications and TELUS Corporation, will succeed Powers as chair pending his re-election.
Natale has been a Sun Life director since February 2023 and currently chairs the Management Resource Committee.
• 3mo ago AI analysis › Press Release
Sun Life declares dividends on Common and Preferred Shares payable in Q3 2026
Sun Life Financial declared a dividend of $0.96 per common share, payable September 29, 2026, matching the prior quarter's payout.
The Board also set dividends for seven series of Class A Non-Cumulative Preferred Shares, ranging from $0.185438 to $0.283121 per share.
Dividends are designated as eligible for Canadian income tax purposes, and the company holds $1.70 trillion in assets under management.
• 3mo ago AI analysis › Press Release ● Major ⚠ 2
Sun Life Reports Second Quarter 2026 Results
Sun Life reported Q2 underlying net income of $1.12 billion, up 11% year-over-year, with underlying EPS rising 13% to $2.02 and underlying ROE reaching 19.1%.
The company generated $2.1 billion in net inflows and wealth sales, while total assets under management grew 10% to $1.70 trillion, driven by double-digit sales growth in Canada, the U.S., and Asia.
Strategic highlights included the completion of the Bell Partners acquisition to expand U.S. multifamily capabilities and the closure of Crescent Capital's record $10.8 billion direct lending fund.
• 3mo ago AI analysis › Press Release
Sun Life Appoints Katherine Lee to Board of Directors
Sun Life Financial Inc. appointed Katherine Lee to its Board of Directors, effective July 31, 2026.
Ms. Lee is a seasoned executive with over 20 years of experience in financial services and real estate, including former roles as President and CEO of GE Capital Canada.
She currently serves on the boards of BCE Inc., Colliers International Group Inc., and Chorus Aviation Inc., bringing extensive governance and risk management expertise.
• 3mo ago AI analysis › Press Release
Sun Life hosts second quarter 2026 earnings conference call
Sun Life Financial announced it will release its second quarter 2026 financial results on Thursday, August 6, after markets close.
A live webcast of the earnings call with analysts is scheduled for the following day at 10:00 a.m. ET to discuss the quarterly performance.
The company reported total assets under management of $1.58 trillion as of March 31, 2026.
• 3mo ago AI analysis › Press Release
Sun Life U.S. and DentaQuest present the 2026 Health Access Hero Awards
Sun Life U.S. and its subsidiary DentaQuest announced the recipients of the 2026 Health Access Hero Awards, which recognize nonprofit organizations and individuals working to improve oral health and diabetes care access.
The program will distribute $585,000 in grants and donations this year, bringing the total historical contribution of the initiative to over $4 million.
Sun Life U.S. President David Healy emphasized the importance of the honorees' work in removing barriers to care for underserved communities.
• 3mo ago AI analysis › Press Release
Sun Life U.S. and Claritev work to boost efficiency of supplemental health benefits
Claritev has partnered with Sun Life U.S. to integrate its machine-learning technology into Sun Life's supplemental health benefits offerings for self-funded employers.
The collaboration aims to proactively identify employees eligible for critical illness, accident, and hospital indemnity payments, accelerating claims processing and improving financial support for policyholders.
The solution is available for quoting for policies effective January 1, 2027, and is available to Sun Life clients regardless of whether they utilize the company's stop-loss insurance.
• 3mo ago AI analysis › Press Release
Sun Life cautions shareholders regarding Ocehan LLC's below-market bid for shares
Sun Life warned shareholders about an unsolicited mini-tender offer from Ocehan LLC to purchase up to 100,000 common shares at a price significantly below market levels.
The offer represents a discount of approximately 25% to the closing prices on the TSX and NYSE prior to the offer's commencement, and the company does not recommend acceptance.
Sun Life cited regulatory guidance on the risks of mini-tender offers and noted that shareholders who have already tendered can withdraw their shares within 21 days.
• 4mo ago AI analysis › Press Release
Sun Life completes acquisition of Bell Partners
Sun Life Financial Inc. completed its acquisition of Bell Partners, a U.S. multifamily real estate investment manager, for a purchase price of US$350 million.
The transaction was funded with approximately 80% Sun Life common shares, with Bell Partners continuing to operate as a distinct business under the BGO brand.
This deal expands Sun Life's asset management capabilities in the U.S. multifamily sector, adding approximately 65,000 apartment homes to its managed portfolio.
• 4mo ago AI analysis › Press Release
Sun Life announces interest rate reset on Limited Recourse Capital Notes Series
Sun Life announced the interest rate reset for its $1 billion Limited Recourse Capital Notes Series 2021-1, setting the new rate at 5.614% for the five-year period beginning June 30, 2026.
The rate was calculated based on the Government of Canada Yield plus a fixed spread of 2.604%, up from the previous rate of 3.60%.
These subordinated notes are linked to the Class A Non-Cumulative Rate Reset Preferred Shares Series 14 and are scheduled to mature on June 30, 2081.
• 4mo ago AI analysis › Press Release
Sun Life extends collaboration with the American Diabetes Association to continue support of youth initiative Project Power
Sun Life U.S. renewed its national partnership with the American Diabetes Association to continue supporting the Project Power youth initiative.
The two-year renewal involves a total investment of $250,000, targeting 5,000 youth through collaborations with over 100 community organizations.
This extension aligns with Sun Life's decade-long philanthropic focus on diabetes prevention, having impacted roughly 60,000 families since the program's inception in 2021.
• 4mo ago AI analysis › Press Release
Sun Life and Medzown team up to expand access to clinical trials for cancer and other complex diseases
Sun Life U.S. partnered with precision medicine firm Medzown to expand access to clinical trials for employees of self-insured employers.
The collaboration integrates Medzown's AI-powered model into Sun Life's stop-loss offering to identify patients with cancer or other complex conditions who qualify for advanced therapies.
Sun Life cited its 2026 report noting cancer costs an average of $252,000 per individual per year, positioning this tool as a way to address high-cost claims.
• 4mo ago AI analysis › Press Release
Centro Expands Carrier Ecosystem with Addition of Sun Life to Its API-Powered RFP Platform
Centro Benefits Research announced the addition of Sun Life to its API-powered RFP platform, marking the latest expansion of its broker-carrier ecosystem.
The integration enables seamless, real-time exchange of RFP data between brokers and Sun Life, eliminating manual workflows and reducing turnaround times.
For Sun Life (SLF), this represents a routine operational partnership aimed at modernizing benefits distribution; it carries no direct financial impact or strategic shift for the publicly traded parent.
• 4mo ago AI analysis › Press Release
Sun Life Asia Financial Resilience Index: Financial Security Declines as Cost-of-Living Pressure Bites
Sun Life Asia released its third Financial Resilience Index, revealing that cost-of-living pressures are weakening financial security across Asia.
The survey of over 6,000 respondents shows that 83% find it harder to meet monthly costs due to inflation, with grocery prices affecting 95% of households.
Financial resilience has declined, with only 25% of households classified as highly resilient, down from 32% in 2025, and just 13% feeling fully secure about their financial position.
• 5mo ago AI analysis › Press Release
Sun Life Receives Regulatory Approval of Normal Course Issuer Bid Renewal
Sun Life Financial received regulatory approval from OSFI and the TSX to renew its normal course issuer bid.
The renewed NCIB allows the company to repurchase up to 10,000,000 common shares, representing approximately 1.8% of its outstanding share count.
The program runs from May 29, 2026, to May 28, 2027, continuing the company's strategy of returning capital to shareholders.
• 5mo ago AI analysis › Press Release
What drives multimillion-dollar medical claims? Sun Life report shows secondary health conditions, hospital stays and specialty drugs among key factors
Sun Life U.S. released its annual High-Cost Claims and Injectable Drug Trends report, analyzing over 70,000 high-dollar medical claims from more than 3,300 self-funded employers.
The report identifies secondary health conditions, long hospital stays, and specialty drugs as primary drivers of claims exceeding $3 million, with million-dollar+ claims increasing 46% from 2022 to 2026.
Key findings include a 43% rise in liver disease treatment spending and the high cost of gene therapies like Elevidys, while highlighting the potential for GLP-1s to reduce risk for obesity-related conditions.
• 5mo ago AI analysis › Press Release
2026 Sun Life Hong Kong International Dragon Boat Races Celebrate the Championship's 50th Anniversary with Hong Kong's Largest-Ever 13-Day Dragon Boat Festival
globenewswire.com • 5mo ago Press Release
Sun Life announces election of directors
Sun Life announced the election of 13 nominees as directors at its annual and special meeting of common shareholders.
The voting results showed strong support for the nominees, with all receiving over 97% of votes cast.
The detailed voting results are available on the company's website and through Canadian and U.S. securities regulators.
The company operates in multiple international markets and provides asset management, wealth, insurance, and health solutions.
• 6mo ago AI analysis › Press Release
Sun Life's Melissa Kennedy Honoured with Lifetime Achievement Award
prnewswire.com • 6mo ago Press Release ● Major
Sun Life increases Common Share dividend and declares dividends on Preferred Shares payable in Q2 2026
prnewswire.com • 6mo ago Press Release
Sun Life Announces Intention to Renew Normal Course Issuer Bid
Sun Life announced its intention to renew its Normal Course Issuer Bid to repurchase up to 10 million common shares, representing about 1.8% of the 554 million shares outstanding as of March 31, 2026.
The bid is subject to approval by the Office of the Superintendent of Financial Institutions and the Toronto Stock Exchange, with purchases expected to commence around May 29, 2026.
The company noted that repurchases may occur on the TSX, NYSE, or alternative trading platforms at market rates as part of its capital management strategy.
• 6mo ago AI analysis › Press Release ● Major ⚠ 2
Sun Life Reports First Quarter 2026 Results
Sun Life reported Q1 underlying net income of $1.05 billion, with underlying EPS rising 4% to $1.89 and underlying ROE reaching 18.6%.
Reported net income fell 50% to $465 million due to $310 million in one-time charges related to acquisitions and a legal settlement, alongside unfavorable market-related impacts.
The company increased its quarterly dividend to $0.96 per share, announced a normal course issuer bid for up to 10 million shares, and disclosed intentions to acquire Bell Partners.
• 6mo ago AI analysis › Press Release
2026 Sun Life Hong Kong International Dragon Boat Races Marks Dragon Boat Championship's 50th Anniversary with the City's Largest Day‑and‑night Hong Kong Dragon Boat Festival Across 13 Days This June
globenewswire.com • 6mo ago Press Release
Sun Life U.S. receives Top Workplaces award from USA Today for sixth consecutive year
Sun Life U.S. was named one of USA Today's 2026 Top Workplaces for the sixth consecutive year, based on employee survey results from Energage.
The company highlights its flexible hybrid model and a benefits portfolio that includes generous paid family leave and sabbatical programs.
As of December 31, 2025, Sun Life reported total assets under management of C$1.60 trillion across its global operations.
• 6mo ago AI analysis › Press Release
Sun Life reaches settlement in principle to resolve class action
prnewswire.com • 6mo ago Press Release
Sun Life hosts first quarter 2026 earnings conference call
Sun Life Financial announced that it will release its first quarter 2026 financial results on Wednesday, May 6, 2026, after the market closes.
A live webcast of the earnings conference call with analysts is scheduled for the following day, May 7, 2026, at 11:00 a.m. ET.
As of December 31, 2025, the company reported total assets under management of $1.60 trillion.
• 6mo ago AI analysis › 
