Sun Life Financial Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
6.9%projected annual EPS growth
Analyst Coverage
1analyst covering
FY Revenue (est.)
$31.3Bnext fiscal year
FY EPS (est.)
$5.86next fiscal year
Monitoring Framework
Key Performance Indicators
Underlying Return on Equity (ROE) Quarterly0.2Target: 18.0%+
Life Insurance Capital Adequacy Test (LICAT) Ratio Quarterly143.0%Target: 140%+
Financial Leverage Ratio Quarterly0.2xTarget: 25.0%
Underlying EPS Growth Quarterly4.0%Target: 10.0%+
Watch Items
- MFS Retail Net OutflowsTrigger: Net outflows exceeding USD 15 billion per quarterAction: Evaluate active equity product performance, fee structures, and distribution strategies to mitigate active-to-passive migration headwinds.
- LICAT Ratio CompressionTrigger: LICAT ratio dropping below 140%Action: Review capital deployment, slow down share buybacks, or optimize reinsurance structures to preserve capital adequacy.
Research as of 2 Sep 2026