Benzinga  Sep 29  Comment 
Argus said it likes Sun Life Financial Inc's (NYSE: SLF) relatively low investment exposure to the energy sector. The firm noted that the company reported strong second quarter results despite low interest rates and declining stock prices hurting...
Forbes  Sep 13  Comment 
The DividendRank formula at Dividend Channel ranks a coverage universe of thousands of dividend stocks, according to a proprietary formula designed to identify those stocks that combine two important characteristics — strong fundamentals and a...
Forbes  Aug 25  Comment 
On 8/29/16, Sun Life Financial Inc (Toronto: SLF) will trade ex-dividend, for its quarterly dividend of $0.405, payable on 9/30/16. As a percentage of SLF's recent stock price of $41.33, this dividend works out to approximately 0.98%, so look for...
Reuters  Aug 3  Comment 
* Sun life financial to acquire pension business of fwd hong kong and enter into 15-year pension distribution agreement
Forbes  Jul 18  Comment 
In trading on Monday, shares of Sun Life Financial Inc's Class A Non-Cumulative Preferred Shares Series 1 (Toronto: SLF-PRA) were yielding above the 5% mark based on its quarterly dividend (annualized to $1.1875), with shares changing hands as low...
Forbes  Jul 15  Comment 
In trading on Friday, shares of Sun Life Financial Inc's Class A Non-Cumulative Rate Reset Preferred Shares Series 10R (Toronto: SLF-PRH) were yielding above the 6% mark based on its quarterly dividend (annualized to $0.975), with shares changing...
Forbes  Jul 14  Comment 
In trading on Thursday, shares of Sun Life Financial Inc's Class A Non-Cumulative Preferred Shares Series 3 (Toronto: SLF-PRC) were yielding above the 5% mark based on its quarterly dividend (annualized to $1.1125), with shares changing hands as...


Sun Life Financial (NYSE: SLF) is a financial services firm based in Canada. SLF provides investment management, savings, pension, and health insurance products to both individual and corporate clients. As an insurance provider, SLF will seek to profit from increasing insurance demand due to the aging "baby boomer" population. In addition, the firm's large portfolio of assets make it at risk to fluctuating interest rates.

Business Overview

In the past fiscal year, Sun Life incurred declines in both revenue and net income.[1] For the current fiscal year, SLF is expecting to have low volatility and continue to have high dividend rates.[2]

Trends and Forces

Aging US Population Causes Shift in Insurance Demand

The "baby boomer" generation is heading towards retirement, which is expected to create robust demand for various insurance and wealth accumulation products. Increased longevity means that that this group will need to generate enough wealth to last decades into retirement. As a top insurance company with strong brand recognition and a diversified portfolio of products, SLF is very well positioned to take advantage of this demographic shift.

Sun Life's Portfolio is Sensitive to Interest Rate Risk.

Interest rates will affect any firm involved in any type of investment or firm that issues corporate debt or equity. Changes in the interest rate will invariably change the fundamental values of both equity and debt, since the fundamental value of debt is determined by the time weighted average of payments discounted by current short or long interest rates, and the fundamental value of equity is determined by the value of a firm today along with any projects in the future discounted by some factor over the risk free interest rate. Sun Life's large assets makes it particularly effected by the interest rate.



  1. SLF 2010 Annual Report
  2. Bloomberg, "Fitch Affirms Sun Life Financial Inc's Ratings; Outlook Stable," 06/22/2011
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