Sun Life Financial (SLF) Tax Rate (2009 - 2026)
Sun Life Financial (SLF) posted Tax Rate of 16.3% for Q1 2026, up 174.47% on a QoQ basis from 21.88% in Q4 2025, and down 308.0% year-over-year from 7.84% in Q1 2025.
Sun Life Financial (SLF) has 18 years of Tax Rate data on file, last reported at 16.3% 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 6.07% (down 1162.0% 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, 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.
- A 5-year average of 12.21% and a median of 20.29% in 2025 frame the typical range for Tax Rate.
- Annual changes were most pronounced in 2022 — Tax Rate jumped 1880 bps — and 2024, when it sank 5596 bps.
- Year by year, Tax Rate stood at 23.04% in 2022, then increased by 11 bps to 25.47% in 2023, then sank by 220 bps to 30.49% in 2024, then gained by 28 bps to 21.88% in 2025, then jumped by 174 bps to 16.3% in 2026.
- The last three Tax Rate figures came in at 16.3% (Q1 2026), 21.88% (Q4 2025), and 17.97% (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | American International | 39.62 Bn | 784.91 Mn | 2.60 Bn | 22.70 |
| 2 | Hartford Insurance | 34.97 Bn | 25.91 Bn | 2.15 Bn | 19.02 |
| 3 | Aegon | 34.55 Bn | 34.55 Bn | - | -29.02 |
| 4 | Arch Capital | 31.37 Bn | 30.45 Bn | 4.02 Bn | 8.84 |
| 5 | Fidelis Insurance Holdings | 2.04 Bn | 2.04 Bn | 386.80 Mn | 4.75 |
| 6 | International General Insurance Holdings | 1.03 Bn | 811.79 Mn | 70.90 Mn | 1.36 |
| 7 | Waterdrop | 762.05 Mn | 690.71 Mn | 129.34 Mn | 34.64 |
| 8 | Exzeo | 1.28 Mn | -230.11 Mn | 32.74 Mn | 26.03 |
| 9 | Sun Life Financial | 43.53 | -7.92 Bn | - | 16.30 |
| 10 | Sun Life Financial | - | - | - | 16.30 |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 16.30 |
| Mar 31, 2026 | 16.30 |
| Dec 31, 2025 | -21.88 |
| Dec 31, 2025 | -21.88 |
| Sep 30, 2025 | -17.97 |
| Sep 30, 2025 | -17.97 |
| Jun 30, 2025 | 20.29 |
| Jun 30, 2025 | 20.29 |
| Mar 31, 2025 | 19.38 |
| Mar 31, 2025 | 19.38 |
| Dec 31, 2024 | -30.49 |
| Dec 31, 2024 | -30.49 |
| Sep 30, 2024 | 13.09 |
| Sep 30, 2024 | 13.09 |
| Jun 30, 2024 | 21.10 |
| Jun 30, 2024 | 21.10 |
| Mar 31, 2024 | 21.80 |
| Mar 31, 2024 | 21.80 |
| Dec 31, 2023 | 25.47 |
| Dec 31, 2023 | 25.47 |
| Sep 30, 2023 | 20.66 |
| Sep 30, 2023 | 20.66 |
| Jun 30, 2023 | 14.65 |
| Jun 30, 2023 | 14.65 |
| Mar 31, 2023 | 16.16 |
| Mar 31, 2023 | 16.16 |
| Dec 31, 2022 | 23.04 |
| Dec 31, 2022 | 23.04 |
| Sep 30, 2022 | 21.67 |
| Sep 30, 2022 | 21.67 |
| Jun 30, 2022 | 21.26 |
| Jun 30, 2022 | 21.26 |
| Mar 31, 2022 | 23.10 |
| Mar 31, 2022 | 23.10 |
| Dec 31, 2021 | 4.24 |
| Dec 31, 2021 | 4.24 |
| Sep 30, 2021 | 13.29 |
| Sep 30, 2021 | 13.29 |
| Jun 30, 2021 | 14.73 |
| Jun 30, 2021 | 14.73 |
| Mar 31, 2021 | 24.33 |
| Mar 31, 2021 | 24.33 |
| Dec 31, 2020 | 5.76 |
| Dec 31, 2020 | 5.76 |
| Sep 30, 2020 | 10.31 |
| Sep 30, 2020 | 10.31 |
| Jun 30, 2020 | 8.56 |
| Jun 30, 2020 | 8.56 |
| Mar 31, 2020 | 41.95 |
| Mar 31, 2020 | 41.95 |
| Dec 31, 2019 | 10.76 |
| Dec 31, 2019 | 10.76 |
| Sep 30, 2019 | 1.31 |
| Sep 30, 2019 | 1.31 |
| Jun 30, 2019 | 11.94 |
| Jun 30, 2019 | 11.94 |
| Mar 31, 2019 | 10.97 |
| Mar 31, 2019 | 10.97 |
| Dec 31, 2018 | 14.47 |
| Dec 31, 2018 | 14.47 |
| Sep 30, 2018 | 17.34 |
| Sep 30, 2018 | 17.34 |
| Jun 30, 2018 | 19.12 |
| Jun 30, 2018 | 19.12 |
| Mar 31, 2018 | 16.44 |
| Mar 31, 2018 | 16.44 |
| Dec 31, 2017 | -36.67 |
| Dec 31, 2017 | -36.67 |
| Sep 30, 2017 | 19.74 |
| Sep 30, 2017 | 19.74 |
| Jun 30, 2017 | -3.72 |
| Jun 30, 2017 | -3.72 |
| Mar 31, 2017 | 19.55 |
| Mar 31, 2017 | 19.55 |
| Dec 31, 2016 | 19.53 |
| Dec 31, 2016 | 19.53 |
| Sep 30, 2016 | 18.34 |
| Sep 30, 2016 | 18.34 |
| Jun 30, 2016 | 19.02 |
| Jun 30, 2016 | 19.02 |
| Mar 31, 2016 | 13.90 |
| Mar 31, 2016 | 13.90 |
| Dec 31, 2015 | 57.22 |
| Dec 31, 2015 | 57.22 |
| Sep 30, 2015 | 13.04 |
| Sep 30, 2015 | 13.04 |
| Jun 30, 2015 | 24.62 |
| Jun 30, 2015 | 24.62 |
| Mar 31, 2015 | 17.06 |
| Mar 31, 2015 | 17.06 |
| Dec 31, 2014 | 50.46 |
| Dec 31, 2014 | 50.46 |
| Sep 30, 2014 | 20.14 |
| Sep 30, 2014 | 20.14 |
| Jun 30, 2014 | 22.75 |
| Jun 30, 2014 | 22.75 |
| Mar 31, 2014 | 21.27 |
| Mar 31, 2014 | 21.27 |
| Dec 31, 2013 | 42.56 |
| Dec 31, 2013 | 42.56 |
| Sep 30, 2013 | 14.01 |
| Sep 30, 2013 | 14.01 |
| Jun 30, 2013 | 20.11 |
| Jun 30, 2013 | 20.11 |
| Mar 31, 2013 | 16.41 |
| Mar 31, 2013 | 16.41 |
| Dec 31, 2012 | 5.49 |
| Dec 31, 2012 | 5.49 |
| Sep 30, 2012 | 16.23 |
| Sep 30, 2012 | 16.23 |
| Jun 30, 2012 | 49.23 |
| Jun 30, 2012 | 49.23 |
| Mar 31, 2012 | 7.23 |
| Mar 31, 2012 | 7.23 |
| Dec 31, 2011 | 136.47 |
| Dec 31, 2011 | 136.47 |
| Sep 30, 2011 | -22.12 |
| Sep 30, 2011 | -22.12 |
| Jun 30, 2011 | 12.57 |
| Jun 30, 2011 | 12.57 |
| Mar 31, 2011 | 11.01 |
| Mar 31, 2011 | 11.01 |
| Dec 31, 2010 | 30.52 |
| Dec 31, 2010 | 30.52 |
| Sep 30, 2010 | 25.09 |
| Sep 30, 2010 | 25.09 |
| Jun 30, 2010 | -2,100.00 |
| Jun 30, 2010 | -2,100.00 |
| Mar 31, 2010 | 15.14 |
| Mar 31, 2010 | 15.14 |
| Dec 31, 2009 | -36.86 |
| Dec 31, 2009 | -36.86 |
| Sep 30, 2009 | 68.59 |
| Sep 30, 2009 | 68.59 |
| Jun 30, 2009 | 27.05 |
| Jun 30, 2009 | 27.05 |
| Mar 31, 2009 | 69.86 |
| Mar 31, 2009 | 69.86 |