Sun Life Financial (SUNFF) Tax Rate (2009 - 2026)
Sun Life Financial (SUNFF) reported 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 (SUNFF) Tax Rate (2009 - 2026) Analysis & Trends
Sun Life Financial (SUNFF) has 18 years of Tax Rate data on file, last reported at 16.3% in Q1 2026.
- Tax Rate for Q1 2026 came in at 16.3%, down 308.0% year-over-year; the trailing twelve-month figure through Mar 2026 was 6.07% (down 1162.0% YoY), and the FY2025 annual result was 21.18%, down 279.0% from the prior year.
- Tax Rate advanced to 16.3% in Q1 2026 per SUNFF's latest filing, from 21.88% in the prior quarter.
- Over five years, Tax Rate peaked at 25.47% in Q4 2023 and troughed 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.
- The sharpest annual moves came in 2022 and 2024: Tax Rate surged 1880 bps in 2022, then plunged 5596 bps in 2024.
- A 5-year view of Tax Rate shows it stood at 23.04% in 2022, then climbed by 11 bps to 25.47% in 2023, then sank by 220 bps to 30.49% in 2024, then increased by 28 bps to 21.88% in 2025, then surged by 174 bps to 16.3% in 2026.
- Business Quant data shows SUNFF'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 | American International | 39.85 Bn | 1.02 Bn | 2.60 Bn | 22.70 |
| 2 | Hartford Insurance | 35.40 Bn | 26.34 Bn | 2.15 Bn | 19.02 |
| 3 | Arch Capital | 32.21 Bn | 31.30 Bn | 4.02 Bn | 8.84 |
| 4 | Brookfield Wealth Solutions | 9.95 Bn | -3.21 Bn | 4.62 Bn | -175.00 |
| 5 | FIHL | 2.04 Bn | 2.04 Bn | - | - |
| 6 | International General Insurance Holdings | 1.03 Bn | 811.79 Mn | 111.10 Mn | -1.36 |
| 7 | Waterdrop | 632.07 Mn | 560.72 Mn | 129.34 Mn | 34.64 |
| 8 | Sun Life Financial | 48.32 Mn | -8.02 Bn | - | 16.30 |
| 9 | Exzeo | 1.16 Mn | -230.22 Mn | 32.74 Mn | 26.03 |
| 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% |