)
Sun Life Financial (SLF) investor relations material
Sun Life Financial Registration filing summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Company overview and business model
Leading international financial services organization offering asset management, wealth, insurance, and health solutions to individual and institutional clients across multiple global markets, with $1.58 trillion in assets under management as of March 31, 2026.
Recent acquisition of Bell Partners Inc., a U.S. multifamily real estate investment manager, for US$350 million, with approximately 80% of the purchase price paid in common shares.
Financial performance and metrics
Financial statements are prepared in accordance with IFRS Accounting Standards and presented in Canadian dollars.
Audited consolidated financials as of December 31, 2025, and unaudited interim results as of March 31, 2026, are incorporated by reference.
Use of proceeds and capital allocation
No proceeds from the secondary offering will be received by the company; all proceeds go to the selling shareholders.
Recent C$750 million debenture offering, with proceeds allocated to general corporate purposes, subsidiary investments, debt repayment, and strategic investments.
- Net income surged 55% and AUM grew 13%, with strong results and capital returns across all segments.SLF
Q3 20249 Jul 2026 - Underlying net income was steady as AUM rose 10%, but reported net income dropped sharply.SLF
Q4 20248 Jul 2026 - Underlying net income up 19%, AUM at $1.55T, and dividend raised 5%.SLF
Q1 20258 Jul 2026 - Record $1B underlying net income, 7% AUM growth, and major restructuring for future savings.SLF
Q2 20248 Jul 2026 - Underlying net income rose, but reported net income fell sharply on market and one-time charges.SLF
Q1 20267 May 2026 - Q4 2025 saw 13% net income growth, strong sales, and robust capital and digital progress.SLF
Q4 202514 Apr 2026 - Underlying net income up 2% to $1.015B, with strong Asia growth and robust capital position.SLF
Q2 202513 Apr 2026 - Underlying net income up 3% to $1,047M; AUM at $1.62T; dividend raised to $0.92.SLF
Q3 202513 Apr 2026 - EPS up 12%, ROE over 18%, with U.S. and Asia driving growth and asset management expanding.SLF
NBF’s 24th Annual Financial Services Conference24 Mar 2026
Next Sun Life Financial earnings date
Next Sun Life Financial earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Explore our global coverage
)
)