Sun Life Financial (SLF) Tax Rate (2009 - 2026)
Sun Life Financial (SLF) posted Tax Rate of 20.91% for Q2 2026, up 0.63 percentage points from 20.29% a year earlier and up 4.62 percentage points from the prior quarter.
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Analysis
Sun Life Financial (SLF) Tax Rate (2009 - 2026) Analysis & Trends
For the trailing twelve months through Jun 30, 2026, Tax Rate at Sun Life Financial was 21.08%, up 21.25 percentage points year-over-year; for FY2025, it came in at 21.18%, down 2.79 percentage points from FY2024.
- Annual Tax Rate shows a five-year change of +6.12 percentage points (FY2020 to FY2025).
- In prior years, Sun Life Financial's Tax Rate was 23.97% in FY2024 (+12.24 pp), 11.73% in FY2023 (-3.33 pp), 15.06% in FY2022 (+14.27 pp) and 0.79% in FY2021 (-14.27 pp).
- Quarterly Tax Rate has run from a low of -21.64% in Q1 2022 to a high of 2950.82% in Q4 2021 over five years.
- On a year-over-year basis, Tax Rate increased in three of the last eight quarters, with an average year-over-year change of +4.66 percentage points.
- The strongest year-over-year quarter for Tax Rate in the past five years was Q4 2021, with a gain of 1103.07 percentage points; the weakest was Q4 2022, with a drop of 2962.03 percentage points.
- According to Business Quant data, Tax Rate for the three prior quarters was 16.30% (Q1 2026), 28.06% (Q4 2025) and 17.97% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Chubb | 138.09 Bn | 84.67 Bn | 9.13 Bn | 20.47% |
| 2 | Progressive | 127.57 Bn | 103.40 Bn | 9.04 Bn | 21.34% |
| 3 | Marsh & Mclennan Companies | 89.82 Bn | 81.98 Bn | - | 21.39% |
| 4 | Travelers Companies | 80.92 Bn | 57.17 Bn | 6.23 Bn | 20.20% |
| 5 | Manulife Financial | 75.09 Bn | -19.79 Bn | - | - |
| 6 | Arthur J. Gallagher | 64.98 Bn | 59.38 Bn | - | 21.74% |
| 7 | Metlife | 64.10 Bn | -42.68 Bn | 7.82 Bn | 24.73% |
| 8 | Allstate | 63.22 Bn | 24.49 Bn | 8.73 Bn | 21.03% |
| 9 | Aon | 61.77 Bn | 54.99 Bn | - | 21.96% |
| 10 | Sun Life Financial | 44.33 Bn | 2.29 Bn | - | 20.91% |
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 | 231.06% |
| Sep 30, 2024 | 13.09% |
| Jun 30, 2024 | 94.12% |
| Mar 31, 2024 | 138.10% |
| Sep 30, 2023 | 131.89% |
| Jun 30, 2023 | 59.07% |
| Mar 31, 2023 | 74.68% |
| Sep 30, 2022 | 63.88% |
| Jun 30, 2022 | 142.21% |
| Mar 31, 2022 | 227.12% |
| Dec 31, 2021 | 75.00% |
| Sep 30, 2021 | 152.73% |
| Jun 30, 2021 | 109.09% |
| Mar 31, 2021 | 154.03% |
API Access
Sun Life Financial Tax Rate API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=tax-rate&ticker=SLF&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "tax-rate", "ticker": "SLF", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=tax-rate&ticker=SLF&period=max&api_key=YOUR_API_KEY");
const data = await res.json();