Sun Life Financial Inc., a financial services company, provides insurance, wealth, and asset management solutions to individuals and corporate clients worldwide. It offers term and permanent life, as well as health, dental, critical illness, long-term care, and disability insurance products. The company also provides reinsurance products; investment counselling and portfolio management services; mutual funds and segregated funds; trust and banking services; real estate property brokerage and appraisal services; and merchant banking services. It distributes its products through direct sales, and managing and independent general agents, as well as financial intermediaries, broker-dealers, banks, pension and benefits consultants, and other third-party marketing organizations. The company was founded in 1871 and is headquartered in Toronto, Canada.
IPO Year:
Exchange: NYSE
Website: sunlife.com
| Date | Price Target | Rating | Analyst |
|---|---|---|---|
| 10/16/2025 | Neutral | UBS | |
| 10/8/2025 | Hold → Buy | TD Securities | |
| 7/7/2025 | Equal Weight → Underweight | Barclays | |
| 1/15/2025 | Sector Perform → Outperform | National Bank Financial | |
| 9/5/2024 | Equal Weight | Barclays | |
| 2/22/2024 | Buy | Jefferies | |
| 5/15/2023 | Sector Perform → Outperform | RBC Capital Mkts | |
| 2/10/2023 | Sector Outperform → Neutral | CIBC | |
| 1/12/2023 | Outperform | Credit Suisse | |
| 2/10/2022 | Outperform → Sector Perform | National Bank Financial |
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4/A - SUN LIFE FINANCIAL INC (0001097362) (Reporting)
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6-K - SUN LIFE FINANCIAL INC (0001097362) (Filer)
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4/A - SUN LIFE FINANCIAL INC (0001097362) (Reporting)
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WELLESLEY, Mass., Dec. 8, 2025 /PRNewswire/ -- Tammi Wortham, senior vice president of Human Resources (HR) at Sun Life U.S., has received an Icon Award from the Boston Business Journal (BBJ). The Icon Awards are part of the BBJ's Women Who Mean Business recognition program, which honors women who are making a significant impact on Greater Boston's business ecosystem through professional and community leadership. Wortham was nominated by her volunteer colleagues at the United Way of Massachusetts Bay and Merrimack Valley, of which she is the board chair. Wortham has led HR at
WELLESLEY, Mass., Dec. 4, 2025 /PRNewswire/ -- Sun Life U.S. has been named a Top Place to Work by the Boston Globe for eight consecutive years, building on recognitions in Milwaukee, Kansas City, Mo., Baltimore and Hartford, Conn., where Sun Life has other offices. Through employee survey company Energage, Sun Life was ranked on factors like employee programs, engagement, culture, benefits, social responsibility and career development. Sun Life has also received national recognition as a recipient of the USA Today Top Workplace award for five consecutive years, among other national workplace recognitions.
Now in its 12th year, the campaign has raised more than $1M for the YMCA of Greater Boston's health, fitness and nutrition programs BOSTON and WELLESLEY, Mass., Dec. 3, 2025 /PRNewswire/ -- Sun Life U.S. and the Boston Celtics have wrapped the 12th year of #SunLifeDunk4Diabetes, raising $125,000 for the YMCA of Greater Boston. Held during National Diabetes Month in November, each Celtics dunk generated a $1,000 donation from Sun Life, which was matched by the Boston Celtics Shamrock Foundation up to $25,000. #SunLifeDunk4Diabetes supports the YMCA's health, fitness and nutrition programs, which help people improve their day-to-day health and avoid or better manage type 2 diabetes. The Celtic
Wealth Professional recognizes women leaders for driving impact, innovation and growth in the Canadian financial industry TORONTO, Dec. 2, 2025 /CNW/ - As formidable women continue to shape Canada's financial industry, Sun Life is proud to announce that Oricia Smith, President of SLGI Asset Management Inc. and Senior Vice-President of Investment Solutions at Sun Life Canada, has been recognized as one of Wealth Professional's Top 50 Leading Women in Wealth. This award celebrates trailblazing leaders who have made significant contributions to the financial services industry. "Oricia's unwavering commitment to delivering investment products that secure wealth for generations of Canadians is u
/NOT FOR DISTRIBUTION TO U.S. NEWSWIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES./ TORONTO, Dec. 1, 2025 /CNW/ - Sun Life Financial Inc. (TSX:SLF) (NYSE:SLF) (the "Company") announced today that it intends to issue in Canada $1 billion principal amount of Series 2025-2 Subordinated Unsecured 4.56% Fixed/Floating Debentures due 2040 (the "Debentures"). The offering is expected to close on December 3, 2025. The net proceeds will be used for general corporate purposes, which may include supporting the acquisition of the Company's remaining interests in the SLC Management affiliates BentallGreenOak and Crescent Capital Group LP, investments in subsidiaries, repayment of indebtedness an
TORONTO, Dec. 1, 2025 /CNW/ - SLGI Asset Management Inc. ("Sun Life Global Investments") today announced new names for the Sun Life Tactical ETF Portfolios, a reduction in management fees, and the adoption of certain new investment strategies effective December 8, 2025. The Sun Life Tactical ETF Portfolios will be renamed Sun Life ETF+ Portfolios1. The optimized lineup combines core mutual funds and passive ETFs plus targeted allocations to gold, private fixed income, and a unique in-house systematic U.S. sector rotation strategy2. The Sun Life ETF+ Portfolios can provide a cost-efficient way for investors to access this diverse range of assets and strategies in an easy all-in-one solution.
Confident and knowledgeable group retirement savings plan members typically save 86 per cent more than those with low confidence and literacyThirty per cent of plan members have both high confidence and strong financial literacyWomen contribute 21 per cent less than men to group retirement plans TORONTO, Dec. 1, 2025 /CNW/ - A new report from Sun Life uncovers a 'confidence paradox' in how Canadians approach retirement planning and investment decisions. The Member Mindsets, Motivations and Metrics report found that financial confidence, not just financial knowledge, plays a critical role in saving for retirement. The data collected by Ipsos, on behalf of Sun Life, offers valuable insights in
TORONTO, Nov. 25, 2025 /PRNewswire/ - Tim Deacon, Sun Life's Executive Vice-President and Chief Financial Officer, will participate in a fireside chat at the Desjardins Toronto Conference. The fireside chat will be moderated by Doug Young, Managing Director and Senior Equity Analyst at Desjardins Capital Markets. Date: Tuesday, November 25, 2025Time: 9:30 a.m. ET To access the live webcast, please visit our Sun Life Investor Relations page. About Sun LifeSun Life is a leading international financial services organization providing asset management, wealth, insurance and health solutions to individual and institutional Clients. Sun Life has operations in a number of markets worldwide, includ
$500,000 to support the health and financial wellbeing of underserved groups TORONTO, Nov. 20, 2025 /CNW/ - Roughly one in five Canadians do not have a primary healthcare provider, with low-income women and families facing even greater barriers to essential health services.1 To help more Canadians get the care they need, Sun Life is launching a program to bring virtual healthcare to underserved communities across Canada. Through partnerships with Families Canada, United Way Greater Toronto, and Centraide of Greater Montreal, more than 10,000 program participants will receive
Meaningful Recognition for Innovation and Client-Focused Solutions from Insurance Business Canada TORONTO, Nov. 19, 2025 /CNW/ - Sun Life is proud to announce it has been named Life and Health Insurer of the Year at the tenth annual Insurance Business Canada Awards. These awards celebrate excellence in the Canadian insurance industry, exemplary client service, and standout achievements for those providing top-tier insurance solutions across the country. "This recognition shows how deeply committed Sun Life is to supporting our Clients across Canada," said Jessica Tan, EVP & President of Sun Life Canada. "It's a privilege to help millions of Canadians live healthier and more financially secu
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UBS initiated coverage of Sun Life with a rating of Neutral
TD Securities upgraded Sun Life from Hold to Buy
Barclays downgraded Sun Life from Equal Weight to Underweight
National Bank Financial upgraded Sun Life from Sector Perform to Outperform
Barclays initiated coverage of Sun Life with a rating of Equal Weight
Jefferies initiated coverage of Sun Life with a rating of Buy
RBC Capital Mkts upgraded Sun Life from Sector Perform to Outperform
CIBC downgraded Sun Life from Sector Outperform to Neutral
Credit Suisse initiated coverage of Sun Life with a rating of Outperform
National Bank Financial downgraded Sun Life from Outperform to Sector Perform
Live Leadership Updates
Company brings all asset management businesses together under one pillar TORONTO, Oct. 6, 2025 /PRNewswire/ - Sun Life today announced the appointment of Tom Murphy as President, Sun Life Asset Management as it continues to accelerate growth across its global asset management businesses. "Sun Life is a leading global asset manager, and this new role and structure will bring all of Sun Life's asset management businesses together under one pillar. Sun Life Asset Management will also build new capabilities to better drive synergies between our asset management and insurance businesses," said Kevin Strain, President & CEO, Sun Life. In addition to MFS, a global provider of equity and fixed inco
TORONTO and MONTREAL, Aug. 20, 2025 /CNW/ - SLC Management, the C$408B (US$300B) institutional fixed income and alternatives asset manager, is pleased to announce that Véronique Lauzière has been appointed to Senior Managing Director, Head of Canadian Business Development and Client Relationships, effective immediately. Ms. Lauzière will be responsible for driving growth and deepening client relationships within the Canadian institutional market, showcasing the firm's deep suite of investment capabilities across private and public markets. Ms. Lauzière will continue to be based in Montreal, Quebec, and will report to Tim Boomer, Senior Managing Director, Head of North American Business Deve
Dan Fishbein to retire in March 2026 TORONTO, Aug. 7, 2025 /PRNewswire/ - Kevin Strain, President and Chief Executive Officer of Sun Life is pleased to announce that David Healy, currently President of the Dental business at Sun Life U.S., will become the new President of Sun Life U.S. effective September 1, 2025. Mr. Healy succeeds Dan Fishbein, M.D., who announced his intention to retire in March 2026. Mr. Fishbein will assume the title of Executive Chair, Sun Life U.S. and will work with Mr. Healy to transition the leadership of the business. "Under Dan's leadership, our U.S. business has transformed over the past 11 years into a leader in health-related benefits and services that connec
TORONTO, June 19, 2025 /PRNewswire/ - Sun Life Financial Inc. (TSX:SLF) (NYSE:SLF) is pleased to announce the appointment of Brennan Kennedy as Senior Vice-President and Chief Actuary, effective October 4, 2025. Brennan is currently Sun Life's Senior Vice-President of Global Asset Liability Management. In his new role, Brennan will provide leadership, direction and vision for the actuarial functions across the organization with a focus on talent development, leading-edge technology solutions, innovations and thought leadership in support of Sun Life's strategic imperatives and Client Impact Strategy. He will partner closely with business groups and corporate functions to apply actuarial be
Dr. Gray to lead evidence-based clinical direction for all of Sun Life U.S. Dental WELLESLEY, Mass., June 3, 2025 /PRNewswire/ -- Sun Life U.S. today announced the appointment of Dr. Todd Gray as Chief Dental Officer (CDO) for its Dental business, which includes DentaQuest. Dr. Gray will focus on enhancing the organization's clinical strategy, including implementing evidence-based improvements, overseeing quality, strengthening collaboration with dental providers and dental professional associations, and driving innovation in oral healthcare. "This dedicated clinical leadershi
TORONTO, March 25, 2025 /PRNewswire/ - Sun Life Financial Inc. (TSX:SLF) (NYSE:SLF) (the "Company") today announced that its Annual Meeting of shareholders and the Annual Meeting of voting policyholders of Sun Life Assurance Company of Canada scheduled for Thursday, May 8, 2025 will be held both via live webcast and in person. The Company also announced that its 2024 Annual Report and its Notice of Annual Meeting and Management Information Circular for the 2025 annual meeting are now available. Annual Meetings of Shareholders and Voting PolicyholdersShareholders and voting pol
WELLESLEY, Mass., Oct. 1, 2024 /PRNewswire/ -- Sun Life U.S. has named Maya Beri chief information officer (CIO). Beri brings decades of experience in technology and IT strategy to the Sun Life U.S. business, most recently serving as senior managing director, CIO, for SLC Management, a Sun Life company. In her new role, Beri will oversee the expansion of digital solutions that make health and benefits easier to use and help members access the care and coverage they need. "We're fortunate to have a deep well of talent in the Sun Life enterprise and pleased that Maya is joining
Hoops for My Hometown: Encouraging healthy lifestyles for young people, one court at a time QUEBEC CITY , Sept. 18, 2024 /CNW/ - Sun Life and the Fondation Maurice-Tanguay are proud to announce the official opening of the first two basketball courts to be delivered under the Hoops for My Hometown program. The courts are located in L'Anse-Tibbits Park in Lévis and at Patro Roc-Amadour in Limoilou. They will serve as community spaces, encourage young people to stay active and add to the vitality of their neighbourhoods. Healthy and sustainable communities through sport Hoops for My Hometown, launched in summer 2023, reflects the two organizations' commitment to young people's physical and men
TORONTO, Sept. 11, 2024 /PRNewswire/ - Kevin Strain, President and Chief Executive Officer of Sun Life is pleased to announce leadership changes to Sun Life Canada that will continue to drive the company's strong momentum. Jacques Goulet is assuming a new role as Executive Chair, Sun Life Canada and Jessica Tan will succeed him as President, Sun Life Canada. These changes are effective September 30, 2024. In his new role, Mr. Goulet will support a smooth leadership transition and help deliver on key elements of our enterprise strategy. Mr. Goulet will also continue as the Chair of the Board of Directors for Dialogue, Sun Life Canada's leading virtual care business, and in his leadership rol
TORONTO, July 31, 2024 /PRNewswire/ - Sun Life Financial Inc. (TSX:SLF) (NYSE:SLF) is pleased to announce the appointments of Patrick Cronin and Stacey Madge to the Sun Life Board of Directors, effective July 31, 2024. Mr. Cronin is a seasoned financial executive with a distinguished career spanning over 30 years in the banking and financial services industries across Canada, U.S. and international markets. Most recently, Mr. Cronin served as Special Advisor to the CEO for BMO Financial Group. Prior to that role, he was the bank's Chief Risk Officer, where he provided independent review and oversight of enterprise-wide risks and fostered a strong risk culture across the bank. He played a pi
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TORONTO, Nov. 5, 2025 /PRNewswire/ - The Board of Directors ("the Board") of Sun Life Financial Inc. ("the Company") (TSX:SLF) (NYSE:SLF) today announced that a dividend of $0.92 per share on the common shares of the Company has been declared, payable December 31, 2025 to shareholders of record at the close of business on November 26, 2025. This represents a 4 cent increase to the amount paid in the previous quarter. The Board also announced that the following dividends have been declared on the Company's Class A Non-Cumulative Preferred Shares, payable December 31, 2025 to shareholders of record at the close of business on November 26, 2025: Series 3 0.278125 Series 4 0.278125 Series 5 0.2
Sun Life Financial Inc. ("SLF Inc."), its subsidiaries and, where applicable, its joint ventures and associates are collectively referred to as "the Company", "Sun Life", "we", "our", and "us". We manage our operations and report our financial results in five business segments: Asset Management, Canada, United States ("U.S."), Asia, and Corporate. The information in this document is based on the unaudited interim financial results of SLF Inc. for the period ended September 30, 2025 and should be read in conjunction with the interim management's discussion and analysis ("MD&A") and our unaudited interim consolidated financial statements and accompanying notes ("Interim Consolidated Financial
TORONTO, Oct. 23, 2025 /PRNewswire/ - Sun Life Financial Inc. (TSX:SLF) (NYSE:SLF) will release its third quarter financial results on Wednesday, November 5, 2025 after markets close. A live webcast of the quarterly results will be available the following day – November 6, 2025 at 10:00 a.m. ET. Date: Thursday, November 6, 2025Time: 10:00 a.m. ET Access the call and presentation via live webcast.Access the call via telephone. The webcast replay will be available after the event. About Sun LifeSun Life is a leading international financial services organization providing asset management, wealth, insurance and health solutions to individual and institutional Clients. Sun Life has opera
Sun Life Financial Inc. ("SLF Inc."), its subsidiaries and, where applicable, its joint ventures and associates are collectively referred to as "the Company", "Sun Life", "we", "our", and "us". We manage our operations and report our financial results in five business segments: Asset Management, Canada, United States ("U.S."), Asia, and Corporate. The information in this document is based on the unaudited interim financial results of SLF Inc. for the period ended June 30, 2025 and should be read in conjunction with the interim management's discussion and analysis ("MD&A") and our unaudited interim consolidated financial statements and accompanying notes ("Interim Consolidated Financial State
TORONTO, Aug. 7, 2025 /PRNewswire/ - The Board of Directors (the "Board") of Sun Life Financial Inc. (the "Company") (TSX:SLF) (NYSE:SLF) today announced that a dividend of $0.88 per share on the common shares of the Company has been declared, payable September 29, 2025 to shareholders of record at the close of business on August 27, 2025. This is the same amount paid in the previous quarter. The Board also announced that the following dividends have been declared on the Company's Class A Non-Cumulative Preferred Shares, payable on September 29, 2025 to shareholders of record at the close of business on August 27, 2025: Series 3 $0.278125 per share Series 4 $0.278125 per share Series 5 $0.2
Sun Life Financial Inc. ("SLF Inc."), its subsidiaries and, where applicable, its joint ventures and associates are collectively referred to as "the Company", "Sun Life", "we", "our", and "us". We manage our operations and report our financial results in five business segments: Asset Management, Canada, United States ("U.S."), Asia, and Corporate. The information in this document is based on the unaudited interim financial results of SLF Inc. for the period ended June 30, 2025 and should be read in conjunction with the interim management's discussion and analysis ("MD&A") and our unaudited interim consolidated financial statements and accompanying notes ("Interim Consolidated Financial State
TORONTO, July 24, 2025 /PRNewswire/ - Sun Life Financial Inc. (TSX:SLF) (NYSE:SLF) will release its second quarter financial results on Thursday, August 7, 2025 after markets close. A live webcast of the quarterly results will be available the following day – August 8, 2025 at 10:00 a.m. ET Date: Friday, August 8, 2025Time: 10:00 a.m. ET Access the call and presentation via live webcast. Access the call via telephone. The webcast replay will be available after the event. About Sun LifeSun Life is a leading international financial services organization providing asset management, wealth, insurance and health solutions to individual and institutional Clients. Sun Life has operations in a nu
TORONTO, June 20, 2025 /PRNewswire/ - Sun Life Financial Inc. (TSX:SLF) (NYSE:SLF) today announced that 1,400 of its 6,217,331 Class A Non-cumulative Rate Reset Preferred Shares Series 8R (the "Series 8R Shares") have been elected for conversion on June 30, 2025, on a one-for-one basis, into Class A Non-cumulative Floating Rate Preferred Shares Series 9QR (the "Series 9QR Shares"), and 2,664,916 of its 4,982,669 Series 9QR Shares have been elected for conversion on June 30, 2025 on a one-for-one basis into Series 8R Shares. Consequently, on June 30, 2025, Sun Life will have 8,880,847 Series 8R Shares and 2,319,153 Series 9QR Shares issued and outstanding. The Series 8R Shares and Series 9QR
TORONTO, May 30, 2025 /PRNewswire/ - Sun Life Financial Inc. (TSX:SLF) (NYSE:SLF) today announced the applicable dividend rates for its Class A Non-Cumulative Rate Reset Preferred Shares Series 8R (the "Series 8R Shares") and Class A Non-Cumulative Floating Rate Preferred Shares Series 9QR (the "Series 9QR Shares"). With respect to any Series 8R Shares that remain outstanding after June 30, 2025, commencing as of such date, holders thereof will be entitled to receive non-cumulative preferential cash dividends on a quarterly basis, as and when declared by the Board of Directors of Sun Life and subject to the Insurance Companies Act (Canada). The dividend rate for the five-year period commenc
TORONTO, May 15, 2025 /PRNewswire/ - Sun Life Financial Inc. (TSX:SLF) (NYSE:SLF) ("Sun Life") today announced that it does not intend to exercise its right to redeem its currently outstanding Class A Non-Cumulative Rate Reset Preferred Shares Series 8R (the "Series 8R Shares") nor its currently outstanding Class A Non-Cumulative Floating Rate Preferred Shares Series 9QR (the "Series 9QR Shares") on June 30, 2025. As a result, subject to certain conditions, the holders of Series 8R Shares have the right to convert all or a part of their Series 8R Shares on a one-for-one basis into Series 9QR Shares, and the holders of Series 9QR Shares have the right to convert all or a part of their Series
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