Financial Performance - Underlying net income reached $1,015 million, a 2% increase compared to Q2 2024[11] - Reported net income increased by 11% to $716 million[11] - Underlying EPS grew by 4% to $1.79, while reported EPS increased by 14% to $1.26[11] - New business CSM remained flat at $435 million[11] - Total CSM increased by 9% to $137 billion[11] Growth & Sales - Asset management net flows & net wealth sales increased by $47 billion to $(149) billion[23] - Group - Health & Protection sales increased by 8% to $535 million[11] - Individual - Protection sales increased by 15% to $863 million[11] - Total AUM increased by 5% to $1541 billion[23] Financial Strength - SLF Inc's LICAT ratio increased by 2 percentage points to 151%[25] - The financial leverage ratio increased by 03 percentage points to 204%[23] Business Segment Performance - SLC Management's fee-related earnings increased by 37% to $89 million[33] - Asia's underlying net income increased by 13% to $206 million[43]

Core Viewpoint - Sun Life reported quarterly earnings of $1.29 per share, matching the Zacks Consensus Estimate, and showing an increase from $1.25 per share a year ago [1]. Financial Performance - The company posted revenues of $6.65 billion for the quarter ended June 2025, which was 9.39% below the Zacks Consensus Estimate, compared to $6.52 billion in the same quarter last year [2]. - Over the last four quarters, Sun Life has surpassed consensus EPS estimates two times and topped consensus revenue estimates just once [2]. Stock Performance - Sun Life shares have increased by approximately 4.1% since the beginning of the year, while the S&P 500 has gained 7.9% [3]. - The stock's immediate price movement will largely depend on management's commentary during the earnings call [3]. Future Outlook - The current consensus EPS estimate for the upcoming quarter is $1.33 on revenues of $7.48 billion, and for the current fiscal year, it is $5.34 on revenues of $30.52 billion [7]. - The estimate revisions trend for Sun Life was favorable prior to the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6]. Industry Context - The Insurance - Life Insurance industry is currently in the top 20% of over 250 Zacks industries, suggesting a positive outlook for stocks within this sector [8].

CANADIAN RESIDENTS PARTICIPATING IN THE SHARE ACCOUNT Shareholders holding shares in the Canadian Share Account can sell their shares for $15 plus 3 cents per share. For more information call TSX Trust Company at 1 877 224-1760. Sun Life Reports Second Quarter 2025 Results Sun Life Financial Inc. ("SLF Inc."), its subsidiaries and, where applicable, its joint ventures and associates are collectively referred to as "the Company", "Sun Life", "we", "our", and "us". We manage our operations and report our fina ...

Leadership Transition - Dan Fishbein, M.D. will retire in March 2026 and will transition to the role of Executive Chair, Sun Life U.S. [1] - David Healy, currently President of the Dental business at Sun Life U.S., will become the new President of Sun Life U.S. effective September 1, 2025 [1][2] Company Performance and Strategy - Under Dan Fishbein's leadership, Sun Life's U.S. business has transformed into a leader in health-related benefits and services over the past 11 years [2] - David Healy has over 20 years of experience at Sun Life, including leading the Group Benefits business and overseeing the integration of Assurant Employee Benefits and Insurtech Maxwell Health [2][3] Company Overview - Sun Life is a leading international financial services organization with operations in multiple markets worldwide, including Canada, the U.S., and several Asian countries [4] - As of June 30, 2025, Sun Life had total assets under management of $1.54 trillion [4]

Core Points - Sun Life Financial Inc. declared a dividend of $0.88 per share on common shares, payable on September 29, 2025, to shareholders of record as of August 27, 2025, which is the same amount as the previous quarter [1] - The Board announced dividends for Class A Non-Cumulative Preferred Shares, with varying amounts for different series, also payable on September 29, 2025, to shareholders of record as of August 27, 2025 [2] - The declared dividends are designated as eligible dividends under the Income Tax Act (Canada) [3] Company Overview - Sun Life is a leading international financial services organization providing asset management, wealth, insurance, and health solutions to individual and institutional clients [4] - As of June 30, 2025, Sun Life had total assets under management of $1.54 trillion [4] - The company operates in multiple markets worldwide, including Canada, the U.S., the U.K., and several Asian countries [4]

Core Insights - Sun Life Financial Inc. reported strong Q2 results driven by record underlying net income in Asia, with significant growth in protection business and bancassurance sales [3][4][10] - The company maintained a robust capital position with a LICAT ratio of 151%, allowing for stability and flexibility in investments [3][10] - Digital initiatives and innovative GenAI tools are key strategic priorities for enhancing client experience and operational efficiency [3][10] Financial Performance - Underlying net income for Q2 2025 was $1,015 million, a 2% increase from Q2 2024 [4][8] - Reported net income for common shareholders was $716 million, reflecting an 11% increase year-over-year [4][10] - Underlying EPS was $1.79, while reported EPS was $1.26, showing improvements from the previous year [4][10] Business Segment Highlights - Asia segment achieved underlying net income of $206 million, a 15% increase from the prior year, driven by strong sales and profit margins [25][27] - Canada segment reported underlying net income of $379 million, a decrease of 6% from the previous year, impacted by higher expenses and unfavorable mortality experience [17][19] - U.S. segment's underlying net income was US$143 million, down 4% year-over-year, affected by an impairment charge related to a dental contract [21][22] Sales and Growth Metrics - Bancassurance sales in Asia increased by 15%, with notable growth in markets like Hong Kong, India, and the Philippines [3][4] - Total assets under management (AUM) reached $1,541 billion, a 5% increase from the previous year [4][8] - Group Health & Protection sales rose by 8% year-over-year, while Individual Protection sales increased by 15% [9][31] Strategic Initiatives - The company is focusing on digital transformation to improve client engagement and streamline processes [3][20] - Sun Life's acquisition of Bowtie Life Insurance Company Limited aims to enhance health insurance accessibility in Hong Kong [28] - The launch of new services, such as the Expert Cancer Review, reflects the company's commitment to providing comprehensive health solutions [24][20]

Whether it's through stocks, bonds, ETFs, or other types of securities, all investors love seeing their portfolios score big returns. But when you're an income investor, your primary focus is generating consistent cash flow from each of your liquid investments.Cash flow can come from bond interest, interest from other types of investments, and, of course, dividends. A dividend is the distribution of a company's earnings paid out to shareholders; it's often viewed by its dividend yield, a metric that measure ...

Group 1 - Sun Life Financial Inc. will release its second quarter financial results on August 7, 2025, after market close [1] - A live webcast of the quarterly results will be available on August 8, 2025, at 10:00 a.m. ET [1] - The company provides access to the call via live webcast and telephone, with a replay available after the event [1] Group 2 - Sun Life is a leading international financial services organization offering asset management, wealth, insurance, and health solutions [2] - The company operates in multiple markets worldwide, including Canada, the U.S., the U.K., and several Asian countries [2] - As of March 31, 2025, Sun Life had total assets under management of $1.55 trillion [2]

Company Overview - Sun Life (SLF) is headquartered in Toronto and operates in the Finance sector, with a stock price change of 4.77% since the beginning of the year [3] - The company currently pays a dividend of $0.64 per share, resulting in a dividend yield of 4.1%, which is significantly higher than the Insurance - Life Insurance industry's yield of 1.76% and the S&P 500's yield of 1.53% [3] Dividend Performance - The current annualized dividend of $2.55 represents a 6.3% increase from the previous year [4] - Over the past 5 years, Sun Life has increased its dividend 5 times, achieving an average annual increase of 8.94% [4] - The company's current payout ratio is 46%, indicating that it pays out 46% of its trailing 12-month earnings per share as dividends [4] Earnings Expectations - Sun Life is expected to see earnings growth this fiscal year, with the Zacks Consensus Estimate for 2025 at $5.27 per share, reflecting an 8.44% increase from the previous year [5] Investment Appeal - Sun Life is considered a compelling investment opportunity due to its attractive dividend and strong Zacks Rank of 2 (Buy) [6] - The company is viewed as a solid dividend option, particularly in contrast to high-growth businesses or tech start-ups that typically do not offer dividends [6]

Core Insights - The article compares Manulife Financial (MFC) and Sun Life (SLF) to determine which stock offers better value for investors [1] Valuation Metrics - MFC has a forward P/E ratio of 10.43, while SLF has a forward P/E of 11.90 [5] - MFC's PEG ratio is 1.04, compared to SLF's PEG ratio of 1.70 [5] - MFC's P/B ratio is 1.63, whereas SLF's P/B ratio is 2.34 [6] Investment Ratings - MFC currently holds a Zacks Rank of 2 (Buy), indicating a positive earnings outlook, while SLF has a Zacks Rank of 3 (Hold) [3] - Based on valuation metrics, MFC has a Value grade of A, while SLF has a Value grade of C [6]