Sun Life Financial (SLF) Tax Rate (2009 - 2026)
Sun Life Financial (SLF) posted quarterly Tax Rate of 16.3% for Q1 2026, down 308.0% year-over-year from 7.84% in Q1 2025, and up 174.47% quarter-over-quarter from 21.88% in Q4 2025.
Sun Life Financial (SLF) Tax Rate (2009 - 2026) Analysis & Trends
Sun Life Financial (SLF) has reported Tax Rate for 18 consecutive years, with 16.3% the latest figure, recorded in Q1 2026.
- In Q1 2026, Tax Rate fell 308.0% year-over-year to 16.3%; the TTM figure through Mar 2026 stood at 5.55% (changed 0.0% YoY), while the FY2025 annual figure was 21.18%, down 279.0% from the prior year.
- Tax Rate rose to 16.3% in Q1 2026 per SLF's latest filing, from 21.88% in the prior quarter.
- Across five years, Tax Rate topped out at 25.47% in Q4 2023 and bottomed at 30.49% in Q4 2024.
- Historically, Tax Rate has averaged 14.33% across 5 years, with a median of 20.29% in 2025.
- Annual changes were most pronounced in 2024 — Tax Rate plunged 5596 bps — and 2025, when it surged 861 bps.
- Sun Life Financial's Tax Rate stood at 23.04% in 2022, then grew by 11 bps to 25.47% in 2023, then slumped by 220 bps to 30.49% in 2024, then rose by 28 bps to 21.88% in 2025, then soared by 174 bps to 16.3% in 2026.
- Business Quant data shows SLF's Tax Rate at 16.3% in Q1 2026, 21.88% in Q4 2025, and 17.97% in Q3 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,070.84 Bn | 743.86 Bn | 55.86 Bn | 19.62% |
| 2 | Sun Life Financial | 43.38 Bn | 32.15 Bn | - | 20.91% |
| 3 | American International | 40.15 Bn | 2.33 Bn | 3.50 Bn | 25.00% |
| 4 | Hartford Insurance | 37.52 Bn | 21.20 Bn | 3.18 Bn | 20.39% |
| 5 | Arch Capital | 34.10 Bn | 32.99 Bn | 2.47 Bn | 13.96% |
| 6 | Aegon | 28.26 Bn | 28.26 Bn | - | -3.46% |
| 7 | Pelagos Insurance Capital | 2.02 Bn | 1.57 Bn | 357.40 Mn | 16.07% |
| 8 | Exzeo | 1.42 Bn | 1.29 Bn | 36.84 Mn | 25.96% |
| 9 | International General Insurance Holdings | 1.14 Bn | 901.84 Mn | -5.60 Mn | 0.48% |
| 10 | Waterdrop | 359.74 Mn | 230.42 Mn | 109.06 Mn | -6.25% |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 16.30% |
| Mar 31, 2026 | 16.30% |
| Mar 31, 2026 | 16.30% |
| Dec 31, 2025 | -21.88% |
| Dec 31, 2025 | -21.88% |
| Dec 31, 2025 | -21.88% |
| Sep 30, 2025 | 17.97% |
| Sep 30, 2025 | 17.97% |
| Sep 30, 2025 | 17.97% |
| Jun 30, 2025 | 20.29% |
| Jun 30, 2025 | 20.29% |
| Jun 30, 2025 | 20.29% |
| Mar 31, 2025 | 19.38% |
| Mar 31, 2025 | 19.38% |
| Mar 31, 2025 | 19.38% |
| Dec 31, 2024 | -30.49% |
| Dec 31, 2024 | -30.49% |
| Dec 31, 2024 | -30.49% |
| Sep 30, 2024 | 13.09% |
| Sep 30, 2024 | 13.09% |