SUN LIFE FINANCIAL INC
SLF, SLFIF, SLFQF, SUNFF · Life Insurance · EDGAR filings ↗
Reference price $26.45 — last insider purchase, 2024-03-22 (estimated from the dated SEC Form 4 price — not a live quote)
Grade
B84Large diversified life insurer with top-decile ROE and strong revenue and earnings growth.
Strengths
- ROE 14.8% (94.4 pct) and ROA 0.95% (89.5 pct) — top-decile returns for the sector
- Strong growth: revenue +13.4% (85 pct), net income +20.4% (84 pct) with healthy FCF (94 pct)
Risks
- Net margin only 68th pct and OCF margin below median (31.6 pct)
- Insurer results sensitive to markets, rates and reserve assumptions
Notable findings
- Strong balance sheetStrong balance sheet — $7.0B cash & investments
Key metrics
Net margin
9.0%
Return on equity
14.8%
Return on assets
0.9%
Revenue growth (QoQ)
13.4%
Net-income growth
20.4%
Debt / equity
0.3×
Free cash flow
$1.9B
Tangible book value
$11.7B
Cash & investments
$7.0B
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2025-06-02 | BK Canada Holdings Inc. | Other | 4.7M | $26.92 |
All non-derivative Form 4 activity (SEC), newest first.
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 40-F | 2026-02-12 | 2025-12-31 | 0001097362-26-000010 ↗ |
| 40-F | 2025-02-13 | 2024-12-31 | 0001097362-25-000008 ↗ |
| 40-F | 2024-02-08 | 2023-12-31 | 0001097362-24-000007 ↗ |
| 40-F | 2023-02-09 | 2022-12-31 | 0001097362-23-000013 ↗ |
| 40-F | 2022-02-10 | 2021-12-31 | 0001097362-22-000013 ↗ |
| 40-F | 2021-02-11 | 2020-12-31 | 0001097362-21-000008 ↗ |
| 40-F | 2020-02-14 | 2019-12-31 | 0001193125-20-035808 ↗ |
| 40-F | 2019-02-15 | 2018-12-31 | 0001193125-19-041325 ↗ |
| 40-F | 2018-02-16 | 2017-12-31 | 0001193125-18-047494 ↗ |
| 40-F | 2017-02-16 | 2016-12-31 | 0001193125-17-046840 ↗ |
| 40-F | 2016-02-11 | 2015-12-31 | 0001193125-16-460007 ↗ |
| 40-F | 2015-02-12 | 2014-12-31 | 0001193125-15-046877 ↗ |