Sun Life Financial (SLF) Tax Rate (2009 - 2026)
Sun Life Financial's (SLF) quarterly Tax Rate came in at 20.91% in Q2 2026, up 63.0% year-over-year from 12.83% in Q2 2025, and up 28.32% quarter-over-quarter from 16.3% in Q1 2026.
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Analysis
Sun Life Financial (SLF) Tax Rate (2009 - 2026) Analysis & Trends
Sun Life Financial (SLF) has reported Tax Rate for 18 consecutive years, with 20.91% the latest figure, recorded in Q2 2026.
- On a quarterly basis, Tax Rate rose 63.0% year-over-year to 20.91% in Q2 2026; TTM through Jun 2026 was 21.08%, a 2125.0% increase from a year earlier, with the FY2025 full-year figure at 21.18%, down 279.0% from the prior year.
- Tax Rate was 20.91% for Q2 2026 at Sun Life Financial, up from 16.3% in the prior quarter.
- Over five years, Tax Rate peaked at 28.06% in Q4 2025 and troughed at 21.64% in Q1 2022.
- A 5-year average of 11.39% and a median of 18.67% in 2025 frame the typical range for Tax Rate.
- Across the five-year window, Tax Rate sank 7474 bps in 2022 and jumped 4588 bps in 2025, its largest moves.
- Over 5 years, Tax Rate stood at 11.21% in 2022, then slumped by 57 bps to 17.61% in 2023, then declined by 1 bps to 17.81% in 2024, then soared by 258 bps to 28.06% in 2025, then decreased by 25 bps to 20.91% in 2026.
- The last three Tax Rate figures came in at 20.91% (Q2 2026), 16.3% (Q1 2026), and 28.06% (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Manulife Financial | 75.56 Bn | 76.77 Bn | - | - |
| 2 | Metlife | 61.89 Bn | 34.88 Bn | 7.82 Bn | 24.73% |
| 3 | Sun Life Financial | 45.01 Bn | 40.41 Bn | - | 20.91% |
| 4 | Globe Life | 16.00 Bn | 15.24 Bn | 801.48 Mn | 18.92% |
| 5 | Equitable Holdings | 14.74 Bn | -2.55 Bn | 1.22 Bn | 28.40% |
| 6 | Brookfield Wealth Solutions | 12.45 Bn | 11.71 Mn | 1.92 Bn | -19.02% |
| 7 | Corebridge Financial | 9.60 Bn | -296.03 Bn | 2.79 Bn | 96.15% |
| 8 | Jackson Financial | 9.04 Bn | 3.56 Bn | - | 0.75% |
| 9 | Primerica | 8.98 Bn | 8.35 Bn | 717.74 Mn | 21.66% |
| 10 | Lincoln National | 8.08 Bn | -3.60 Bn | 2.62 Bn | 18.93% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 20.91% |
| Mar 31, 2026 | 16.30% |
| Dec 31, 2025 | 28.06% |
| Sep 30, 2025 | 17.97% |
| Jun 30, 2025 | 20.29% |
| Mar 31, 2025 | 19.38% |
| Dec 31, 2024 | -17.81% |
| Sep 30, 2024 | 13.09% |
| Jun 30, 2024 | 21.10% |
| Mar 31, 2024 | 21.80% |
| Dec 31, 2023 | -17.61% |
| Sep 30, 2023 | 20.66% |
| Jun 30, 2023 | 14.65% |
| Mar 31, 2023 | 16.16% |
| Dec 31, 2022 | -11.21% |
| Sep 30, 2022 | 21.67% |
| Jun 30, 2022 | 21.26% |
| Mar 31, 2022 | -21.64% |
| Dec 31, 2021 | 63.53% |
| Sep 30, 2021 | 13.29% |