Sun Life Financial Inc
SLFFinancial·Insurance - Diversified·Canada·Large·NYSE·Nov 12 • 3:59 PM ET
72.88-0.89 (-1.21%)
2026-11-13 13:21 CET
Market cap
$40.44B
Revenue, TTM
29,387.72 USD m
Net income, TTM
2,145.65 USD m
Free cash flow, TTM
13,091.66 USD m
EPS diluted, TTM
3.84
19.00
Price
SLF against its 20, 50 and 200-day averagesPatternshover a marker to name it
13.6% under the 52-week high of 84.38 on 28 Jul 2026. 52-week low 57.22 on 2 Dec 2025. Last 15 sessions, 15.9% high to low
Volume 0.00× normal · the session has not printed · the line is the 50-bar volume average
Setup. RS line 72
CANSLIM 1 of 6 — fails: EPS Growth Qtr Over Qtr: High (>25%); EPS Growth This Year: High (>25%); 52-Week High/Low: 0-10% below High; Performance: Year +50%; Institutional Ownership: Over 50%
VCP 4 of 6 — fails: 200-Day Simple Moving Average: Price above SMA200; 52-Week High/Low: 0-10% below High
Minervini 1 of 4 — fails: 200-Day Simple Moving Average: Price above SMA200; 52-Week High/Low: 0-10% below High; Performance: Year +50%
Zanger 0 of 5 — fails: RSI (14): Not Oversold (>50); Performance: Week +10%; 20-Day High/Low: 0-5% below High; Relative Volume: Over 1.5; 200-Day Simple Moving Average: Price above SMA200
Leaders 1 of 5 — fails: 50-Day Simple Moving Average: Price above SMA50; 200-Day Simple Moving Average: Price above SMA200; Performance: Year +50%; 52-Week High/Low: 0-10% below High
Breakout 0 of 4 — fails: 52-Week High/Low: New High; Relative Volume: Over 2; 50-Day Simple Moving Average: Price above SMA50; 200-Day Simple Moving Average: Price above SMA200
Growth 0 of 4 — fails: EPS Growth Qtr Over Qtr: High (>25%); EPS Growth This Year: High (>25%); EPS Growth Next Year: High (>25%); Return on Equity: Over +15%
Quality 2 of 5 — fails: Return on Equity: Over +15%; Net Profit Margin: High (>20%); Debt/Equity: Low (<0.1)
Value 0 of 4 — fails: P/E: Under 15; P/B: Under 2; Return on Equity: Over +15%; Debt/Equity: Low (<0.1)
Income 3 of 4 — fails: Payout Ratio: Low (<20%)
Small Cap 1 of 4 — fails: Float: Under 100M; 200-Day Simple Moving Average: Price above SMA200; Performance: Year +50%
Accumulation 2 of 4 — fails: Institutional Transactions: Over +10%; 200-Day Simple Moving Average: Price above SMA200
Relative Strength 1 of 3 — fails: Performance: Year +100%; 200-Day Simple Moving Average: Price above SMA200
Profile
SLF52-week range, 58% of the way up
57.2284.38
Sun Life Financial, Inc. engages in the provision of insurance and asset management solutions to individual and corporate clients. It operates through the following segments: Canada, United States, Asset Management, Asia, and Corporate. The Canada segment offers individual insurance and group benefits and retirement services. The United States segment consists of group benefits, international, and in-force management services. The Asset Management segment focuses on the design and delivery of investment products through MFS investment management and Sun Life investment management. The Asia segment consists of the Philippines, Hong Kong, Indonesia, Vietnam, Malaysia, India, and China markets. The Corporate segment represents the United Kingdom business unit and corporate support operations, which include run-off reinsurance operations as well as investment income, expenses, capital, and other items. The company was founded on March 18, 1865 and is headquartered in Toronto, Canada.
| Employees | 32151 |
|---|---|
| IPO | Mar 23, 2000 |
| Beta | 0.84 |
| ATR, 14d | 1.73 |
| Rel volume | 0.00 |
| Short float | 0.75% |
| Insider own | 0.03% |
| Inst own | 47.18% |
Snapshot
6 groupsValuation
| Index | - |
|---|---|
| Market Cap | $40.44B |
| Enterprise Value | - |
| Income | 2.15B |
| Sales | 29.39B |
| Book / share | 30.14 |
| Cash / share | - |
| Dividend Est. | 2.75 (3.77%) |
| Dividend TTM | 2.71 (3.72%) |
| Dividend Ex-Date | Nov 25, 2026 |
| Dividend Gr. 3/5Y | 5.93% 8.97% |
| Payout | 57.08% |
| Employees | 32151 |
| IPO | Mar 23, 2000 |
Ratios
| Price / earnings | 19.00 |
|---|---|
| Forward price / earnings | 11.92 |
| Price / earnings / growth | 1.81 |
| Price / sales | 1.38 |
| Price / book | 2.42 |
| Price / cash | - |
| Price / free cash flow | 3.09 |
| Value / cash profit | - |
| Value / sales | - |
| Quick Ratio | - |
| Current Ratio | 1.04 |
| Debt / equity | 0.35 |
| Long-term debt / equity | 0.35 |
| Options and short | Yes / Yes |
Earnings
| Earnings / share | 3.84 |
|---|---|
| Earnings next year | 6.12 |
| Earnings next quarter | 1.47 |
| Earnings this year | 4.27% |
| Earnings next year | 7.05% |
| Earnings growth, 5 years | 6.60% |
| Past earnings growth | 5.46% 7.57% |
| Past sales growth | 13.31% -2.08% |
| Earnings vs last year | 2.47% |
| Sales vs last year | -1.03% |
| Earnings vs last quarter | -30.00% |
| Sales vs last quarter | -28.68% |
| Earnings | Nov 04 AMC |
| Surprise | 3.15% -9.25% |
Ownership
| Insiders own | 0.03% |
|---|---|
| Insider trades | 0.00% |
| Institutions own | 47.18% |
| Institution trades | 0.42% |
| Return on assets | 0.76% |
| Return on equity | 12.17% |
| Return on capital | 8.93% |
| Gross Margin | - |
| Operating margin | 62.66% |
| Profit Margin | 7.30% |
| 20-day average | -6.77% |
| 50-day average | -7.46% |
| 200-day average | -1.49% |
Technical
| Shares out | 555.40M |
|---|---|
| Shares floating | 554.71M |
| Short / float | 0.75% |
| Short ratio | 6.40 |
| Short interest | 4.18M |
| 52-week high | 84.38 -13.6% |
| 52-week low | 57.22 +27.4% |
| Volatility | 1.76% 1.83% |
| Average range | 1.73 |
| Strength index | 35.33 |
| Market sensitivity | 0.84 |
| Relative volume | 0.00 |
| Avg Volume | 652.61K |
| Volume | 0 |
Performance
| Perf Week | -0.82% |
|---|---|
| Perf Month | -6.61% |
| Perf Quarter | -10.43% |
| Perf Half Y | 1.75% |
| Perf YTD | 16.79% |
| Perf Year | 23.23% |
| Perf 3Y | 52.98% |
| Perf 5Y | 29.91% |
| Perf 10Y | 95.02% |
| Recommendation | 2.62 |
| Target Price | 80.86 |
| Prev Close | 72.88 |
| Price | 72.88 |
| Change % | 0.00% |
Analyst ratings
latest 10 of 20| Date | Action | Analyst | Rating change | Target | Implied |
|---|---|---|---|---|---|
| Nov 05, 2026 | Downgrade | National Bank Financial | Outperform → Sector Perform | ||
| Oct 28, 2026 | Upgrade | Scotiabank | Sector Perform → Sector Outperform | ||
| Jul 13, 2026 | Downgrade | Evercore ISI | Outperform → In-line | ||
| Apr 24, 2026 | Upgrade | National Bank Financial | Sector Perform → Outperform | ||
| Oct 16, 2025 | Initiated | UBS | Neutral | ||
| Oct 08, 2025 | Upgrade | TD Securities | Hold → Buy | ||
| Jul 07, 2025 | Downgrade | Barclays | Equal Weight → Underweight | ||
| Jan 15, 2025 | Upgrade | National Bank Financial | Sector Perform → Outperform | ||
| Sep 05, 2024 | Initiated | Barclays | Equal Weight | ||
| Feb 22, 2024 | Initiated | Jefferies | Buy |
Peers
Mkt capHeld by
AUM| Ticker | Company | AUM |
|---|---|---|
| FVD | First Trust Value Line Dividend Index Fund | AUM: 8.23B |
| DFIC | Dimensional International Core Equity 2 ETF | AUM: 15.50B |
| DFAI | Dimensional International Core Equity Market ETF | AUM: 18.35B |
| GMIE | GMO International Equity Fund ETF Class | AUM: 243.55M |
| DFAX | Dimensional World ex U.S. Core Equity 2 ETF | AUM: 12.16B |
| DFSI | Dimensional International Sustainability Core 1 ETF | AUM: 1.19B |
| DFIV | Dimensional International Value ETF | AUM: 22.42B |
| KOMP | State Street SPDR S&P Kensho New Economies Composite ETF | AUM: 2.54B |
| DIHP | Dimensional International High Profitability ETF | AUM: 6.61B |
| RINT | Russell Investments International Developed Equity ETF | AUM: 169.99M |
News
latest 14 of 200- Sunlife's Jessica Tan to participate in fireside chat at the Desjardins Toronto Conference (PR Newswire)
- Sunlife and Kansas City Royals help students build healthy habits through Royal Moves fitness program (PR Newswire)
- Indices Hunt for Support After Steep Weekly Losses as Volatility Gauge Stays Elevated (PR Newswire)
- Sun Life Edges Past Estimates, But Slowing Growth, MFS Outflows And A Softer ROE Timeline Undercut The Beat (Earnings Whispers) -10.37%
- AI in recruitment: The value of the human in the loop (The Accountant)
- Sun Life: Q3 Earnings Snapshot (Associated Press)
- Sunlife increases Common Share dividend and declares dividends on Preferred Shares payable in Q4 2026 (PR Newswire)
- Sunlife Reports Third Quarter 2026 Results (PR Newswire)
- Sun Life's Third Quarter Tests Whether Stop-Loss Strength Can Outrun Hong Kong Margin Reset (Earnings Whispers)
- SLC Management unveils GreenOak, bringing its $326 billion global investment platform under one brand (PR Newswire)
- Sunlife hosts third quarter 2026 earnings conference call (PR Newswire)
- Sunlife is now part of Rippling's Preferred Carrier Program to simplify benefits administration for small and mid-market employers (PR Newswire)
- Landmark Sunlife global research finds 65% of people want connected support across their health, finances and protection as navigating these needs has become increasingly complex (PR Newswire)
- Sunlife unveils new global brand (PR Newswire)
Quarterly earnings
2026Q3 EPS 1.465 beat 1.420, from 1.316 a year earlier. Sales 895.35 missed 986.57, from 1,024 a year earlier
The outline behind the bar is the estimate. The filled bar is the print. Green beat it, red missed it.
| Period | Reported | EPS adjusted | EPS est | EPS reported | Sales act, USD m | Sales est, USD m | Surprise | Year-ago quarter | Analysts | Next session |
|---|---|---|---|---|---|---|---|---|---|---|
| 2026Q3ended 2026-09-30 | 2026-11-04 16:30 | 1.465 | 1.420 | 1.000 | 895.35 | 986.57 | EPS +3.2% · sales -9.2% | vs 2025Q3, year-ago quarter · EPS +11.3% · sales -12.6% | 12 EPS · 1 sales | Open -4.65% vs SPY -0.17%. Close -10.37% vs SPY -4.41% |
| 2026Q2ended 2026-06-30 | 2026-08-06 16:30 | 1.449 | 1.379 | 1.305 | 981.04 | - | EPS +5.1% · sales - | vs 2025Q2, year-ago quarter · EPS +11.3% · sales +41.1% | 11 | Open +0.66% vs SPY +0.32%. Close -0.50% vs SPY +0.61% |
| 2026Q1ended 2026-03-31 | 2026-05-06 16:30 | 1.386 | 1.378 | 0.605 | 947.18 | 947.18 | EPS +0.6% · sales 0.0% | vs 2025Q1, year-ago quarter · EPS +6.1% · sales -87.5% | 13 EPS · 1 sales | Open -2.68% vs SPY +0.17%. Close -4.91% vs SPY -0.31% |
| 2025Q4ended 2025-12-31 | 2026-02-11 16:30 | 1.441 | 1.359 | 0.925 | 828.03 | 973.32 | EPS +6.0% · sales -14.9% | vs 2024Q4, year-ago quarter · EPS +22.0% · sales -89.1% | 13 EPS · 1 sales | Open +2.83% vs SPY +0.33%. Close +5.93% vs SPY -1.54% |
| 2025Q3ended 2025-09-30 | 2025-11-05 16:30 | 1.316 | 1.307 | 1.428 | 1,024 | 937.06 | EPS +0.7% · sales +9.3% | vs 2024Q3, year-ago quarter · EPS +3.6% · sales -86.5% | 13 EPS · 1 sales | Open -1.96% vs SPY -0.16%. Close -4.18% vs SPY -1.07% |
| 2025Q2ended 2025-06-30 | 2025-08-07 16:30 | 1.301 | 1.293 | 0.911 | 695.23 | - | EPS +0.6% · sales - | vs 2024Q2, year-ago quarter · EPS +3.8% · sales -90.8% | 12 | Open -4.02% vs SPY +0.29%. Close -8.05% vs SPY +0.78% |
| 2025Q1ended 2025-03-31 | 2025-05-08 16:30 | 1.307 | 1.219 | 1.128 | 7,578 | - | EPS +7.2% · sales - | vs 2024Q1, year-ago quarter · EPS +19.1% · sales 0.0% | 12 | Open +1.87% vs SPY +0.25%. Close +3.67% vs SPY -0.13% |
| 2024Q4ended 2024-12-31 | 2025-02-12 16:30 | 1.181 | 1.230 | 0.293 | 7,578 | - | EPS -4.0% · sales - | vs 2023Q4, year-ago quarter · EPS -5.3% · sales - | 12 | Open -3.41% vs SPY +0.19%. Close -6.32% vs SPY +1.06% |
| 2024Q3ended 2024-09-30 | 2024-11-04 16:30 | 1.271 | 1.231 | 1.705 | 7,578 | - | EPS +3.3% · sales - | vs 2023Q3, year-ago quarter · EPS +9.7% · sales - | 13 | Open +3.72% vs SPY +0.16%. Close +3.75% vs SPY +1.21% |
| 2024Q2ended 2024-06-30 | 2024-08-12 16:30 | 1.253 | 1.151 | 0.811 | 7,578 | - | EPS +8.9% · sales - | vs 2023Q2, year-ago quarter · EPS +7.2% · sales - | 12 | Open +2.96% vs SPY +0.61%. Close +5.32% vs SPY +1.64% |
| 2024Q1ended 2024-03-31 | 2024-05-09 16:30 | 1.098 | 1.209 | 1.033 | 7,578 | 1,095 | EPS -9.2% · sales +592.0% | vs 2023Q1, year-ago quarter · EPS -2.3% · sales - | 11 EPS · 1 sales | Open -4.49% vs SPY +0.32%. Close -6.70% vs SPY +0.13% |
| 2023Q4ended 2023-12-31 | 2024-02-07 16:30 | 1.248 | 1.171 | 0.941 | - | - | EPS +6.5% · sales - | vs 2022Q4, year-ago quarter · EPS -0.9% · sales - | 10 | Open +0.02% vs SPY 0.00%. Close +0.38% vs SPY +0.04% |
| 2023Q3ended 2023-09-30 | 2023-11-13 16:30 | 1.158 | 1.154 | 1.107 | - | - | EPS +0.4% · sales - | vs 2022Q3, year-ago quarter · EPS -1.8% · sales - | 10 | - |
| 2023Q2ended 2023-06-30 | 2023-08-08 16:30 | 1.169 | 1.161 | 0.835 | - | - | EPS +0.7% · sales - | vs 2022Q2, year-ago quarter · EPS -1.2% · sales - | 12 | - |
| 2023Q1ended 2023-03-31 | 2023-05-11 16:30 | 1.123 | 1.114 | 1.010 | - | - | EPS +0.8% · sales - | vs 2022Q1, year-ago quarter · EPS +1.6% · sales - | 13 | - |
| 2022Q4ended 2022-12-31 | 2023-02-08 16:30 | 1.260 | 1.147 | 1.192 | - | - | EPS +9.9% · sales - | vs 2021Q4, year-ago quarter · EPS +4.2% · sales - | 13 | - |
Annual earnings
2025FY EPS 5.479 beat 5.340, from 4.683 a year earlier. Sales 6,384 missed 6,481, from 9,428 a year earlier
Reported years only. The outline behind the bar is the estimate. A later year with no print stays in the table.
earnings feed, not the snapshot. Not the statement ratio.
| Period | EPS adjusted | EPS est | EPS reported | Sales act, USD m | Sales est, USD m | P/E, earnings feed |
|---|---|---|---|---|---|---|
| 2028FYestimate | - | 6.637 | - | - | 7,957 | 10.98 |
| 2027FYestimate | - | 6.115 | - | - | 7,500 | 11.92 |
| 2026FYestimate | - | 5.713 | - | - | 6,467 | 12.76 |
| 2025FY | 5.479 | 5.340 | 4.523 | 6,384 | 6,481 | 11.39 |
| 2024FY | 4.683 | 4.685 | 3.837 | 9,428 | 9,420 | 12.67 |
| 2023FY | 4.724 | 4.642 | 3.895 | 9,151 | 9,427 | 10.98 |
| 2022FY | 4.673 | 4.572 | 3.757 | 16,314 | 15,711 | 9.93 |
| 2021FY | 4.764 | 4.861 | 5.332 | 28,018 | 23,356 | 11.69 |
| 2020FY | 4.328 | 4.213 | 3.043 | 34,108 | 32,478 | 10.26 |
| 2019FY | 3.893 | 3.868 | 3.305 | 24,740 | 30,755 | 11.69 |
| 2018FY | 3.649 | 3.612 | 3.185 | 23,300 | 19,055 | 9.08 |
| 2017FY | 3.314 | 3.311 | 2.679 | 23,426 | 21,910 | 12.43 |
| 2016FY | 2.909 | 2.920 | 3.030 | 21,876 | 24,452 | 13.18 |
| 2015FY | 2.707 | 2.577 | 2.775 | 13,875 | 13,571 | 26.93 |
| 2014FY | 2.556 | 2.689 | 2.469 | 22,244 | 19,505 | 28.52 |
| 2013FY | 2.551 | 2.592 | 1.459 | 13,058 | 13,138 | 28.57 |
| 2012FY | 2.842 | 2.528 | 2.601 | 17,676 | 20,328 | 25.64 |
| 2011FY | 0.177 | 0.013 | -0.511 | 22,176 | 22,468 | 412.22 |
| 2010FY | 2.778 | 2.651 | 2.778 | 13,584 | 23,167 | 26.24 |
Quarterly results
2026Q3 revenue 6,432, from 9,020 a year earlier
From the quarterly statement. Not an estimate.
Estimate revisions
Latest snapshot of each period and type. 2026FY E 5.72 per share.
| Period | Type | Scale | Date | Mean | vs prior date |
|---|---|---|---|---|---|
| 2026FY | E | per share | 2026-11-05 | 5.72 | +0.8% |
| 2026Q4 | E | per share | 2026-11-05 | 1.47 | -0.4% |
| 2026FY | R | per share | 2026-11-05 | 4.34 | -3.4% |
| 2026Q4 | R | per share | 2026-11-05 | 1.42 | -0.5% |
| 2026FY | S | USD millions | 2026-11-05 | 6,467 | -0.3% |
| 2026Q4 | S | USD millions | 2026-11-05 | 1,062 | +2.3% |
| 2026Q3 | E | per share | 2026-10-30 | 1.42 | +0.0% |
| 2026Q3 | R | per share | 2026-10-26 | 1.22 | -2.3% |
| 2026Q3 | S | - | 2026-10-05 | 986.57 | -3.9% |
| 2026Q2 | E | per share | 2026-07-31 | 1.37 | -0.2% |
| 2026Q2 | R | per share | 2026-07-21 | 1.41 | -0.5% |
| 2026Q2 | S | USD millions | 2026-05-07 | 1,039 | 0.0% |
| 2026Q1 | E | per share | 2026-05-04 | 1.38 | +0.1% |
| 2026Q1 | R | per share | 2026-04-28 | 1.27 | -4.2% |
| 2026Q1 | S | - | 2026-04-08 | 947.18 | 0.0% |
| 2025FY | E | per share | 2026-02-10 | 5.34 | +0.0% |
| 2025Q4 | E | per share | 2026-02-09 | 1.36 | +0.0% |
| 2025FY | R | per share | 2026-02-04 | 4.86 | +0.8% |
| 2025Q4 | R | per share | 2026-02-04 | 1.38 | +1.3% |
| 2025FY | S | USD millions | 2026-01-23 | 6,481 | +0.8% |
| 2025Q4 | S | - | 2026-01-23 | 973.32 | +2.9% |
| 2025Q3 | E | per share | 2025-10-29 | 1.31 | +0.0% |
| 2025Q3 | R | per share | 2025-10-29 | 1.35 | +0.3% |
| 2025Q3 | S | - | 2025-10-16 | 937.06 | - |
| 2025Q2 | E | per share | 2025-07-29 | 1.29 | +0.0% |
| 2025Q2 | R | per share | 2025-07-25 | 1.33 | +0.3% |
| 2025Q1 | E | per share | 2025-04-30 | 1.22 | 0.0% |
| 2025Q1 | R | per share | 2025-04-30 | 1.04 | -1.5% |
| 2024Q4 | E | per share | 2025-02-07 | 1.23 | +0.1% |
| 2024FY | E | per share | 2025-02-03 | 4.69 | -0.3% |
| 2024Q4 | R | per share | 2025-02-03 | 1.17 | -0.1% |
| 2024FY | R | per share | 2025-01-31 | 4.54 | -0.6% |
| 2024FY | S | USD millions | 2025-01-21 | 9,420 | -2.1% |
| 2024Q3 | E | per share | 2024-10-29 | 1.23 | +0.2% |
| 2024Q3 | R | per share | 2024-10-29 | 1.15 | 0.0% |
| 2024Q2 | E | per share | 2024-07-31 | 1.15 | 0.0% |
| 2024Q2 | R | per share | 2024-07-30 | 0.97 | +0.0% |
| 2024Q1 | E | per share | 2024-05-09 | 1.21 | +0.0% |
| 2024Q1 | R | per share | 2024-04-26 | 1.22 | +0.0% |
| 2024Q1 | S | USD millions | 2024-04-25 | 1,095 | - |
| 2023FY | E | per share | 2024-02-05 | 4.64 | -0.1% |
| 2023FY | R | per share | 2024-02-05 | 4.12 | +0.4% |
| 2023FY | S | USD millions | 2024-01-18 | 9,427 | +0.0% |
Estimate history
| Metric | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM | MRQ |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EPS per share | 2.679 | 3.185 | 3.305 | 3.043 | 5.332 | 3.757 | 3.895 | 3.837 | 4.403 | 3.8352 | - |
| Sales USD millions | 22,363 | 20,239 | 30,287 | 33,546 | 28,157 | 20,760 | 30,789 | 28,514 | 30,205 | 29,388 | - |
| Shares million shares | 611 | 599 | 588 | 585 | 586 | 586 | 585 | 574 | 554 | - | 555 |
| Metric | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 |
|---|---|---|---|---|---|---|---|---|---|
| EPS per share | 1.705 | 0.293 | 1.128 | 0.911 | 1.428 | 0.925 | 0.605 | 1.305 | 1.00 |
| Sales USD millions | 11,241 | 6,121 | 7,911 | 6,643 | 9,020 | 6,404 | 6,456 | 10,095 | 6,432 |
| Shares million shares | 577 | 574 | 568 | 563 | 558 | 554 | 554 | 554 | 555 |
Income statement, annual
| Metric | TTM | 2025FY12/31/2025 | 2024FY12/31/2024 | 2023FY12/31/2023 | 2022FY12/31/2022 | 2021FY12/31/2021 | 2020FY12/31/2020 | 2019FY12/31/2019 | 2018FY12/31/2018 |
|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | 29,387.72 | 30,204.93+5.9% | 28,513.94-7.4% | 30,788.62+48.3% | 20,759.63-26.3% | 28,156.72-16.1% | 33,545.78+10.8% | 30,287.19+49.6% | 20,239.20 |
| Losses, Claims & Reserves | 15,063.01 | 9,500.54-3.4% | 9,834.58+2.5% | 9,599.26+5.6% | 9,090.88-39.7% | 15,078.18-34.9% | 23,146.18+14.2% | 20,271.35+82.1% | 11,131.44 |
| Selling, General and Administrative Incl. Other | 10,774.47 | 16,661.55+12.1% | 14,868.30-14.5% | 17,398.11+81.7% | 9,574.81+3.3% | 9,265.13+21.1% | 7,648.54+5.0% | 7,283.91+5.3% | 6,915.88 |
| Operating Income before Interest Expense | 18,413.61 | 18,652.55+2.8% | 18,140.65+3.9% | 17,461.09+18.5% | 14,734.38+286.4% | 3,813.41+38.6% | 2,751.06+0.7% | 2,731.94+24.6% | 2,191.88 |
| Interest Expense | 405.99 | 376.44-22.3% | 484.69+18.5% | 408.98+19.6% | 341.82+31.1% | 260.82-1.5% | 264.67+5.5% | 250.96+6.7% | 235.31 |
| Unusual Expense | - | 172.48-38.3% | 279.57-22.4% | 360.08 | -512.35 | -846.27 | -5.96 | -218.55 | -386.53 |
| Net Income Before Taxes | 3,144.26 | 3,433.79+8.4% | 3,167.24+8.8% | 2,911.79+4.5% | 2,785.26-31.5% | 4,065.46+65.9% | 2,450.61+0.6% | 2,436.51-10.1% | 2,708.80 |
| Income Taxes | 769.73 | 727.12-4.2% | 759.15+122.3% | 341.56-18.6% | 419.40-27.7% | 579.87+57.1% | 369.04+71.2% | 215.54-53.2% | 460.60 |
| Consolidated Net Income | 2,204.64 | 2,567.83+8.0% | 2,377.44-2.5% | 2,438.34+5.9% | 2,302.10-28.6% | 3,226.37+72.5% | 1,870.57-8.6% | 2,047.63+1.5% | 2,018.29 |
| Net Income From Continuing Operations | 2,210.47 | 2,541.35+11.3% | 2,284.01-2.6% | 2,344.99+3.8% | 2,259.09-30.0% | 3,226.37+73.2% | 1,862.37-8.9% | 2,044.62+1.3% | 2,018.29 |
| Net Income | 2,145.65 | 2,484.81+11.6% | 2,225.61-2.7% | 2,286.46+3.7% | 2,205.32-29.9% | 3,145.81+75.5% | 1,792.29-9.2% | 1,973.02+1.4% | 1,945.77 |
| EPS (Recurring) per share | - | 4.62+11.1% | 4.16-3.7% | 4.32+37.1% | 3.15-27.3% | 4.33+42.4% | 3.04-0.3% | 3.05+11.3% | 2.74 |
| EPS (Basic, Before Extraordinaries) per share | 3.87 | 4.41+14.8% | 3.84-1.5% | 3.90+3.7% | 3.76-30.0% | 5.37+75.5% | 3.06-8.1% | 3.33+3.7% | 3.21 |
| EPS (Diluted) per share | 3.84 | 4.40+14.6% | 3.84-1.3% | 3.89+3.5% | 3.76-29.5% | 5.33+75.3% | 3.04-7.9% | 3.30+3.8% | 3.18 |
| Non-Operating Income (Expense) | 0.00 | -60.12-149.9% | 120.44 | -110.40-121.2% | 520.80 | -333.40 | -13.42 | -263.02-171.9% | 365.70 |
| Other After Tax Adjustments | -169.89 | -138.84 | -30.66 | -131.88 | -63.76 | -259.23 | -210.99 | -173.34 | -229.91 |
| Stock Option Compensation Expense | - | 266.95-21.7% | 340.89+24.0% | 274.88+133.9% | 117.52-76.4% | 497.71+51.0% | 329.53+1.7% | 324.06+56.7% | 206.77 |
| Price To Earnings Ratio ratio statement ratio, not the snapshot | 18.85 | 18.85 | 13.18 | 12.47 | 10.83 | 10.37 | 14.47 | 13.66 | 10.32 |
| Price To Sales Ratio ratio | 1.49 | 1.17 | 1.21 | 1.00 | 1.32 | 1.17 | 0.78 | 0.90 | 1.00 |
| Operating Margin % | 62.66 | 61.75 | 63.62 | 56.71 | 70.98 | 13.54 | 8.20 | 9.02 | 10.83 |
| Net Margin % | 7.30 | 8.23 | 7.81 | 7.43 | 10.62 | 11.17 | 5.34 | 6.51 | 9.61 |
| Shares Outstanding million shares | 555.40 | 553.80-3.5% | 573.90-1.8% | 584.60-0.3% | 586.40+0.1% | 586.00+0.2% | 585.10-0.5% | 587.80-1.8% | 598.50 |
| Market Capitalization | 40,438.93 | 40,438.93+18.3% | 34,171.24+12.8% | 30,301.54+11.3% | 27,217.72-16.6% | 32,626.04+25.5% | 26,003.28-2.9% | 26,779.07+34.8% | 19,864.22 |
| Operating Income after Interest Expense | - | 18,276.11+3.5% | 17,655.97+3.5% | 17,052.10+18.5% | 14,392.56+305.1% | 3,552.59+42.9% | 2,486.39+0.2% | 2,480.98+26.8% | 1,956.57 |
| Reserves Increase (Decrease) | - | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Income statement, quarterly
| Metric | 2026Q39/30/2026 | 2026Q26/30/2026 | 2026Q13/31/2026 | 2025Q412/31/2025 | 2025Q39/30/2025 | 2025Q26/30/2025 | 2025Q13/31/2025 | 2024Q412/31/2024 |
|---|---|---|---|---|---|---|---|---|
| Total Revenue | 6,432.41-28.7% | 10,095.46+52.0% | 6,456.18-18.4% | 6,403.67+4.6% | 9,019.51-19.8% | 6,643.05+1.9% | 7,911.03+25.2% | 6,121.09-56.3% |
| Losses, Claims & Reserves | 3,708.01-2.3% | 3,798.08+0.9% | 3,887.12+7.7% | 3,669.79-0.3% | 3,793.41+1.5% | 3,766.01+6.5% | 3,610.88-1.4% | 3,681.23+2.3% |
| Selling, General and Administrative Incl. Other | 1,732.21-57.5% | 5,221.82+151.2% | 1,989.49-40.4% | 1,830.95-3.0% | 4,080.24-33.8% | 2,079.07-6.1% | 3,336.98+112.6% | 1,888.53-80.0% |
| Operating Income before Interest Expense | 4,652.34-4.7% | 4,823.81+7.1% | 4,416.39-2.2% | 4,521.08+8.5% | 4,881.18-2.5% | 4,502.60+6.5% | 4,514.12-3.5% | 4,166.77-6.7% |
| Interest Expense | 97.15+2.1% | 94.63+1.6% | 118.83+28.2% | 95.38-26.7% | 95.13-29.9% | 93.16-7.6% | 92.69-21.4% | 130.14+54.1% |
| Operating Income after Interest Expense | 4,555.19-4.8% | 4,729.18+7.3% | 4,297.56-2.8% | 4,425.69+9.6% | 4,786.05-1.7% | 4,409.44+6.8% | 4,421.42-3.0% | 4,036.63-7.9% |
| Net Income Before Taxes | 895.04-14.8% | 980.94+39.2% | 460.74-47.1% | 807.54+91.7% | 1,050.74-12.8% | 704.82+6.0% | 870.49-1.9% | 421.18-27.1% |
| Income Taxes | 262.87+39.2% | 205.15+43.5% | 75.09-55.5% | 226.63-14.8% | 188.80+19.8% | 142.99+1.9% | 168.66-12.9% | 266.01 |
| Consolidated Net Income | 573.60-30.7% | 738.23+39.1% | 348.47-47.6% | 544.34+129.3% | 827.81-17.8% | 530.78+8.4% | 664.89+1.8% | 237.41-60.4% |
| Net Income From Continuing Operations | 580.74-29.0% | 744.01+40.2% | 353.57-46.5% | 532.14+189.6% | 817.64-18.5% | 530.78+9.0% | 660.70+6.3% | 183.78-67.5% |
| Net Income | 560.74-30.2% | 728.12+40.8% | 338.99-47.6% | 517.80+205.5% | 803.12-18.7% | 517.06+9.5% | 646.77+6.6% | 169.47-69.2% |
| EPS (Recurring) per share | - | 1.31+44.0% | 0.61-46.0% | 0.93+232.1% | 1.43-15.9% | 0.91+12.3% | 1.13-3.4% | 0.28-76.7% |
| EPS (Basic, Before Extraordinaries) per share | 1.01-29.4% | 1.31+42.4% | 0.61-46.0% | 0.93+210.0% | 1.43-16.4% | 0.92+13.6% | 1.13+8.7% | 0.30-68.1% |
| EPS (Diluted) per share | 1.00-30.1% | 1.31+44.0% | 0.61-46.0% | 0.93+220.7% | 1.43-15.9% | 0.91+12.3% | 1.13+9.7% | 0.29-69.1% |
| Non-Operating Income (Expense) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00-100.0% | 0.00 |
| Other After Tax Adjustments | -58.57 | -37.56 | -37.18 | -36.58-144.5% | -34.13 | -31.05 | -36.94 | 82.23 |
| Price To Earnings Ratio ratio statement ratio, not the snapshot | 18.85 | 20.16 | 14.19 | 16.54 | 14.82 | 16.83 | 14.85 | 13.18 |
| Price To Sales Ratio ratio | 1.49 | 1.37 | 1.23 | 1.17 | 1.14 | 1.18 | 1.03 | 1.15 |
| Operating Margin % | 72.33 | 47.78 | 68.41 | 70.60 | 54.12 | 67.78 | 57.06 | 68.07 |
| Net Margin % | 8.72 | 7.21 | 5.25 | 8.09 | 8.90 | 7.78 | 8.18 | 2.77 |
| Shares Outstanding million shares | 555.40-0.5% | 553.70-1.7% | 554.00-2.4% | 553.80-3.5% | 558.40-3.1% | 563.20-2.6% | 567.60-2.6% | 573.90-1.8% |
| Market Capitalization | 40,438.93+19.8% | 43,451.27+15.7% | 34,650.29+5.6% | 34,782.95+1.8% | 33,755.71+0.7% | 37,570.90+31.9% | 32,801.85+2.8% | 34,171.24+12.8% |
Balance sheet, annual
| Metric | 2025FY12/31/2025 | 2024FY12/31/2024 | 2023FY12/31/2023 | 2022FY12/31/2022 | 2021FY12/31/2021 | 2020FY12/31/2020 | 2019FY12/31/2019 | 2018FY12/31/2018 | 2017FY12/31/2017 |
|---|---|---|---|---|---|---|---|---|---|
| Total Cash | 7,065.48+0.3% | 7,042.83-16.9% | 8,471.11+22.4% | 6,921.29-28.8% | 9,720.14-8.5% | 10,617.74+43.8% | 7,383.84+6.1% | 6,960.02-1.9% | 7,095.26 |
| Investments | 137,003.10+10.8% | 123,667.78+1.0% | 122,479.14+5.2% | 116,431.60-14.6% | 136,360.69+5.7% | 129,030.61+10.0% | 117,250.05+12.6% | 104,129.45-4.9% | 109,540.68 |
| Premium Balance Receivables - Insurance | 4,722.23+1.8% | 4,639.83+2.3% | 4,533.60-0.8% | 4,568.43+805.9% | 504.29+3.5% | 487.44-4.5% | 510.51+23.0% | 415.14-0.4% | 416.62 |
| Net Property, Plant & Equipment | 1,053.44+8.1% | 974.13-11.5% | 1,100.41+9.6% | 1,003.73-3.0% | 1,034.71-5.4% | 1,094.19+1.3% | 1,079.62+137.4% | 454.68-8.7% | 498.02 |
| Investment in Unconsolidated Affiliates | 1,235.09-2.9% | 1,271.73+1.2% | 1,256.64+3.1% | 1,219.23 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Deferred Tax Assets | 2,774.39+2.0% | 2,718.68-7.6% | 2,941.00+15.0% | 2,558.03+74.8% | 1,463.01+14.1% | 1,282.57+14.3% | 1,122.04+26.8% | 885.20-14.4% | 1,033.56 |
| Other Intangible Assets | 136,830.20+16.5% | 117,452.37+4.9% | 111,941.45+5.5% | 106,131.59-12.6% | 121,421.05+12.4% | 108,011.77+9.4% | 98,740.70+18.8% | 83,147.61-10.6% | 92,983.76 |
| Total Assets | 290,683.93+12.8% | 257,767.35+2.0% | 252,723.34+5.8% | 238,833.91-11.7% | 270,503.90+8.0% | 250,524.33+10.8% | 226,086.76+15.4% | 195,992.09-7.4% | 211,567.90 |
| Insurance Policy Liabilities - Insurance | 8,605.51+6.0% | 8,119.87-8.3% | 8,851.81+11.8% | 7,917.64-93.2% | 116,768.40+2.5% | 113,908.16+13.4% | 100,463.47+13.4% | 88,553.23-5.0% | 93,251.13 |
| Total Debt | 15,541.13+14.3% | 13,591.99-0.8% | 13,702.41+5.4% | 13,003.43+16.7% | 11,142.78-67.3% | 34,123.23+393.2% | 6,918.84+2.5% | 6,750.62+78.6% | 3,779.88 |
| Long Term Debt | 13,799.74+20.0% | 11,503.96-0.3% | 11,540.27+6.3% | 10,851.32+4.9% | 10,346.36+43.4% | 7,215.86+40.6% | 5,132.06+21.0% | 4,240.01+12.2% | 3,779.88 |
| Provision for Risks Charges | 243.66-0.2% | 244.06-9.3% | 269.22+36.1% | 197.79-52.7% | 418.00-14.8% | 490.58-5.8% | 520.53+9.2% | 476.64 | 0.00 |
| Deferred Tax Liabilities | 219.59+10.4% | 198.86-6.7% | 213.10-38.3% | 345.40+35.5% | 254.92-15.2% | 300.63-4.0% | 313.09+32.8% | 235.76-26.7% | 321.64 |
| Other Liabilities | 247,476.93+13.8% | 217,444.72+2.9% | 211,333.99+5.4% | 200,478.25+67.5% | 119,695.21+47.0% | 81,401.88-17.8% | 98,971.27+20.7% | 81,986.38-14.5% | 95,881.72 |
| Total Liabilities | 272,086.81+13.6% | 239,599.50+2.2% | 234,370.54+5.6% | 221,942.51-10.6% | 248,279.30+7.8% | 230,224.49+11.1% | 207,187.20+16.4% | 178,002.64-7.9% | 193,234.37 |
| Non-Equity Reserves | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Preferred Stock - Carrying Value | 1,633.41+4.9% | 1,556.81-8.3% | 1,698.01+2.8% | 1,652.46-6.8% | 1,772.55+0.1% | 1,771.59+1.8% | 1,740.51+5.3% | 1,652.51-8.3% | 1,801.35 |
| Common Equity | 16,263.36+0.3% | 16,213.32+0.2% | 16,186.11+8.1% | 14,974.72-21.4% | 19,059.49+9.3% | 17,434.85+6.9% | 16,303.07+3.8% | 15,704.35-1.9% | 16,013.41 |
| Total Shareholders Equity | 17,896.77+0.7% | 17,770.13-0.6% | 17,884.12+7.6% | 16,627.18-20.2% | 20,832.05+8.5% | 19,206.44+6.4% | 18,043.57+4.0% | 17,356.86-2.6% | 17,814.76 |
| Accumulated Minority Interest | 700.35+76.1% | 397.72-15.1% | 468.68+77.4% | 264.22-81.0% | 1,392.55+27.4% | 1,093.41+27.7% | 855.99+35.3% | 632.60+21.9% | 518.78 |
| Total Equity | 18,597.12+2.4% | 18,167.85-1.0% | 18,352.80+8.7% | 16,891.40-24.0% | 22,224.60+9.5% | 20,299.84+7.4% | 18,899.56+5.1% | 17,989.46-1.9% | 18,333.53 |
| Total Liabilities & Stockholders Equity | 290,683.93+12.8% | 257,767.35+2.0% | 252,723.34+5.8% | 238,833.91-11.7% | 270,503.90+8.0% | 250,524.33+10.8% | 226,086.76+15.4% | 195,992.09-7.4% | 211,567.90 |
| Book Value Per Share per share | 29.37+4.0% | 28.25+2.0% | 27.69+8.4% | 25.54-21.5% | 32.52+9.1% | 29.80+7.4% | 27.74+5.7% | 26.24+0.0% | 26.23 |
| Tangible Book Value Per Share per share | 10.02-6.1% | 10.67+14.2% | 9.34+8.1% | 8.64-54.9% | 19.17+4.6% | 18.33+5.6% | 17.35-0.5% | 17.44+1.0% | 17.27 |
| Full-Time Employees people | 32,151+1.2% | 31,768+2.7% | 30,941+6.1% | 29,160+25.8% | 23,1800.0% | 23,180+2.0% | 22,719+1.8% | 22,318+3.8% | 21,495 |
| Price to Book Ratio ratio | 2.42 | 2.01 | 1.95 | 1.51 | 1.71 | 1.49 | 1.64 | 1.14 | 1.58 |
| Return on Assets % | 0.93 | 0.89 | 0.95 | 0.89 | 1.24 | 0.78 | 0.97 | 0.99 | 0.86 |
| Return on Equity % | 14.25 | 12.81 | 12.30 | 12.06 | 16.12 | 10.00 | 11.55 | 11.48 | 10.10 |
| Return on Invested Capital % | 8.02 | 7.80 | 7.97 | 8.22 | 10.35 | 7.05 | 8.82 | 9.35 | 8.00 |
| Current Ratio ratio | 1.04 | 0.90 | 2.61 | 2.49 | 0.13 | 0.11 | 0.13 | 0.10 | 0.11 |
Cash flow, annual
| Metric | TTM | 2025FY12/31/2025 | 2024FY12/31/2024 | 2023FY12/31/2023 | 2022FY12/31/2022 | 2021FY12/31/2021 | 2020FY12/31/2020 | 2019FY12/31/2019 | 2018FY12/31/2018 |
|---|---|---|---|---|---|---|---|---|---|
| Funds from Operations | 15,971.29 | 7,293.41+15.5% | 6,315.51+162.2% | 2,408.71-90.2% | 24,566.51+439.7% | 4,552.01 | -3,511.52 | -3,582.79-172.2% | 4,962.40 |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | -2,795.38 | 2,552.80+46.3% | 1,744.57-66.9% | 5,267.89 | -18,662.62-1516.3% | 1,317.67-89.7% | 12,806.97+41.0% | 9,082.09+12035.3% | 74.84 |
| Cash from Operating Activities | 13,175.90 | 9,846.21+22.2% | 8,060.08+5.0% | 7,676.59+30.0% | 5,903.89+0.6% | 5,869.67-36.9% | 9,295.45+69.0% | 5,499.29+9.2% | 5,037.23 |
| Capital Expenditures | -84.25 | -103.77 | -104.38 | -127.44 | 0.00 | -64.61 | -117.80 | -85.91 | -65.58 |
| Net Assets From Acquisitions | -1,784.84 | -55.82 | -162.78 | -363.79 | -2,041.70 | -328.62 | -353.39 | -125.86 | 0.00 |
| Sale of Fixed Assets and Businesses | -0.22 | 17.89 | 0.00-100.0% | 220.05+303.5% | 54.54+260.0% | 15.15 | 0.00 | 0.00 | 0.00 |
| Purchase or Sale of Investments | -10,614.90 | -8,089.24 | -6,391.42 | -3,850.52 | -2,832.12 | -7,218.44 | -4,019.98 | -3,722.22 | -2,311.46 |
| Purchase of Investments | -59,351.29 | -51,000.20 | -44,722.42 | -36,048.36 | -43,954.25 | -51,519.76 | -60,917.71 | -48,357.16 | -50,470.31 |
| Sale Or Maturity of Investments | 48,736.39 | 42,910.96+11.9% | 38,331.00+19.0% | 32,197.84-21.7% | 41,122.14-7.2% | 44,301.31-22.1% | 56,897.74+27.5% | 44,634.95-7.3% | 48,158.85 |
| Other Uses | -147.94 | -151.01 | -245.99 | -149.66 | -198.95 | -528.82 | -213.97 | -160.52 | -127.30 |
| Other Sources | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Cash from Investing Activities | -12,632.15 | -8,381.95 | -6,904.57 | -4,271.36 | -5,018.23 | -8,125.34 | -4,705.13 | -4,094.51 | -2,504.34 |
| Cash Dividends Paid | -1,540.85 | -1,477.15 | -1,432.16 | -1,394.40 | -1,283.55 | -1,139.00 | -1,013.94 | -993.29 | -946.65 |
| Change in Capital Stock | -453.13 | -1,195.17 | -592.72 | -101.51-2302.0% | 4.61-99.4% | 815.96 | -135.69 | -1,220.14 | -793.12 |
| Repurchase of Common Pref Stock | -505.06 | -1,221.65 | -624.11 | -137.81 | 0.00 | 0.00 | -149.11 | -1,237.47 | -803.15 |
| Sale of Common Pref Stock | 51.93 | 26.48-15.6% | 31.39-13.5% | 36.30+687.4% | 4.61-99.4% | 815.96+5980.2% | 13.42-22.6% | 17.33+72.8% | 10.03 |
| Proceedsfrom Stock Options | 0.00 | 0.00 | 0.00 | 0.00 | 0.00-100.0% | 787.25 | 0.00 | 0.00 | 0.00 |
| Issuance or Reduction of Debt, Net | 1,386.61 | 1,224.51 | -234.31 | -321.56-121.0% | 1,534.73+322.0% | 363.71 | -316.11-147.7% | 662.45 | -30.86 |
| Change in Long Term Debt | 1,386.61 | 1,224.51 | -234.31 | -321.56-121.0% | 1,534.73+322.0% | 363.71 | -316.11-147.7% | 662.45 | -30.86 |
| Issuance of Long Term Debt | 1,386.75 | 1,444.94+387.6% | 296.36-37.3% | 472.70-74.7% | 1,868.11+9.9% | 1,699.72+8.8% | 1,562.66+135.9% | 662.45 | 0.00 |
| Reduction of Long Term Debt | -0.14 | -220.43 | -530.67 | -794.26 | -333.37 | -1,336.01 | -1,878.77 | 0.00 | -30.86 |
| Net Financing Active Other Cash Flow | 0.00 | 0.00 | 0.00 | 0.00-100.0% | 20.74 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Financing Activities Uses | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Cash from Financing Activities | -724.12 | -1,576.62 | -2,386.93 | -1,947.86-1232.1% | 172.06 | -73.38 | -1,567.14 | -1,645.19 | -1,770.63 |
| Exchange Rate Effect | 50.70 | -141.70-141.2% | 343.81 | -125.21-154.0% | 231.98 | -27.92 | -68.59 | -143.19-174.2% | 192.88 |
| Net Change in Cash | -129.67 | -254.06 | -887.62-166.6% | 1,332.16+3.3% | 1,289.70 | -2,356.96-179.8% | 2,954.59 | -383.60-140.2% | 955.14 |
| Free Cash Flow | 13,091.66 | 9,742.44+22.5% | 7,955.70+5.4% | 7,549.16+27.9% | 5,903.89+1.7% | 5,805.07-36.7% | 9,177.66+69.5% | 5,413.38+8.9% | 4,971.65 |
| Preferred Dividends (Cash Flow) | - | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Price to Free Cash Flow ratio | 3.79 | 4.28 | 5.29 | 4.99 | 5.91 | 7.05 | 3.21 | 6.17 | 5.03 |
Balance sheet, quarterly
| Metric | 2026Q39/30/2026 | 2026Q26/30/2026 | 2026Q13/31/2026 | 2025Q412/31/2025 | 2025Q39/30/2025 | 2025Q26/30/2025 | 2025Q13/31/2025 | 2024Q412/31/2024 |
|---|---|---|---|---|---|---|---|---|
| Total Cash | 6,024.30-4.2% | 6,269.60+12.5% | 6,301.46+14.8% | 7,065.48+0.3% | 6,290.79-18.2% | 5,571.27-12.7% | 5,487.58-7.8% | 7,042.83-16.9% |
| Investments | 133,783.41-0.4% | 140,622.38+6.8% | 135,254.20+7.3% | 137,003.10+10.8% | 134,295.67+5.3% | 131,701.72+8.5% | 126,012.16+4.2% | 123,667.78+1.0% |
| Net Property, Plant & Equipment | 0.00 | 0.00 | 0.00 | 1,053.44+8.1% | 0.00 | 0.00 | 0.00 | 974.13-11.5% |
| Investment in Unconsolidated Affiliates | 1,348.83+8.7% | 1,297.62-5.9% | 1,286.95+3.8% | 1,235.09-2.9% | 1,240.48-5.3% | 1,379.26+11.2% | 1,239.53-2.1% | 1,271.73+1.2% |
| Deferred Tax Assets | 2,818.10-2.1% | 2,878.59+0.5% | 2,935.04+7.7% | 2,774.39+2.0% | 2,878.40-5.1% | 2,864.05-1.0% | 2,725.03-6.4% | 2,718.68-7.6% |
| Other Intangible Assets | 148,363.44+10.4% | 143,972.51+11.1% | 134,997.67+13.4% | 136,830.20+16.5% | 134,399.89+9.2% | 129,534.63+12.1% | 119,007.82+2.4% | 117,452.37+4.9% |
| Total Assets | 296,833.25+4.6% | 299,792.07+8.7% | 285,415.79+10.1% | 290,683.93+12.8% | 283,835.71+6.1% | 275,769.15+9.5% | 259,134.97+3.0% | 257,767.35+2.0% |
| Insurance Policy Liabilities - Insurance | 8,044.37-5.5% | 8,132.51-8.3% | 8,403.86+0.8% | 8,605.51+6.0% | 8,510.13-2.3% | 8,872.11+3.3% | 8,336.29-4.0% | 8,119.87-8.3% |
| Total Debt | 6,424.37+21.2% | 6,428.19+37.5% | 5,999.07+35.4% | 15,541.13+14.3% | 5,301.14+9.2% | 4,675.71-10.2% | 4,432.17-6.0% | 13,591.99-0.8% |
| Long Term Debt | 6,424.37+21.2% | 6,428.19+37.5% | 5,999.07+35.4% | 13,799.74+20.0% | 5,301.14+12.3% | 4,675.71-10.2% | 4,432.17-6.0% | 11,503.96-0.3% |
| Provision for Risks Charges | 0.00 | 0.00 | 0.00 | 243.66-0.2% | 0.00 | 0.00 | 0.00 | 244.06-9.3% |
| Deferred Tax Liabilities | 201.44-6.6% | 210.04+1.3% | 217.12+8.9% | 219.59+10.4% | 215.61+2.2% | 207.40+2.5% | 199.41-2.9% | 198.86-6.7% |
| Other Liabilities | 263,128.02+4.8% | 266,159.65+9.3% | 252,201.64+10.6% | 247,476.93+13.8% | 251,130.52+7.1% | 243,557.35+10.8% | 228,075.04+3.8% | 217,444.72+2.9% |
| Total Liabilities | 277,798.20+4.8% | 280,930.40+9.2% | 266,821.68+10.7% | 272,086.81+13.6% | 265,157.40+6.8% | 257,312.57+10.1% | 241,042.90+3.3% | 239,599.50+2.2% |
| Non-Equity Reserves | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Preferred Stock - Carrying Value | 1,577.04-2.0% | 1,578.15-3.8% | 1,604.39+3.1% | 1,633.41+4.9% | 1,609.17-2.9% | 1,640.89+0.3% | 1,555.67-6.0% | 1,556.81-8.3% |
| Common Equity | 16,738.16+2.1% | 16,582.20+1.5% | 16,316.15+1.3% | 16,263.36+0.3% | 16,398.59-3.6% | 16,331.26+2.5% | 16,104.92+0.0% | 16,213.32+0.2% |
| Total Shareholders Equity | 18,315.20+1.7% | 18,160.35+1.0% | 17,920.53+1.5% | 17,896.77+0.7% | 18,007.76-3.6% | 17,972.15+2.3% | 17,660.59-0.5% | 17,770.13-0.6% |
| Accumulated Minority Interest | 719.85+7.4% | 701.32+44.8% | 673.57+56.1% | 700.35+76.1% | 670.55+29.4% | 484.43+0.6% | 431.47-5.2% | 397.72-15.1% |
| Total Equity | 19,035.04+1.9% | 18,861.67+2.2% | 18,594.10+2.8% | 18,597.12+2.4% | 18,678.31-2.7% | 18,456.58+2.2% | 18,092.06-0.7% | 18,167.85-1.0% |
| Total Liabilities & Stockholders Equity | 296,833.25+4.6% | 299,792.07+8.7% | 285,415.79+10.1% | 290,683.93+12.8% | 283,835.71+6.1% | 275,769.15+9.5% | 259,134.97+3.0% | 257,767.35+2.0% |
| Book Value Per Share per share | 30.14+2.6% | 29.95+3.3% | 29.45+3.8% | 29.37+4.0% | 29.37-0.5% | 29.00+5.3% | 28.37+2.6% | 28.25+2.0% |
| Tangible Book Value Per Share per share | 10.61+4.1% | 11.00+5.9% | 10.32+2.8% | 10.02-6.1% | 10.19-9.9% | 10.39+9.1% | 10.04+4.7% | 10.67+14.2% |
| Full-Time Employees people | - | - | - | 32,151+1.2% | - | - | - | 31,768+2.7% |
| Price to Book Ratio ratio | 2.42 | 2.66 | 2.13 | 2.12 | 2.07 | 2.34 | 2.03 | 2.01 |
| Return on Assets % | 0.76 | 0.85 | 0.82 | 0.93 | 0.80 | 0.90 | 0.91 | 0.90 |
| Return on Equity % | 12.17 | 13.55 | 12.56 | 14.25 | 11.96 | 13.38 | 13.18 | 12.87 |
| Return on Invested Capital % | 2.35 | 3.03 | 1.48 | 1.68 | 3.51 | 2.34 | 2.99 | 0.63 |
| Current Ratio ratio | - | - | - | 1.04 | - | - | - | 0.90 |
Cash flow, quarterly
| Metric | 2026Q39/30/2026 | 2026Q26/30/2026 | 2026Q13/31/2026 | 2025Q412/31/2025 | 2025Q39/30/2025 | 2025Q26/30/2025 | 2025Q13/31/2025 | 2024Q412/31/2024 |
|---|---|---|---|---|---|---|---|---|
| Funds from Operations | 7,552.98+1447.1% | 534.83-78.7% | 3,596.25+15535.9% | 4,287.23+15.8% | 488.21 | 2,510.30+57.1% | 23.00-98.9% | 3,703.69 |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | -4,472.67-331.0% | 2,808.11 | -591.96-150.0% | -538.86 | 1,936.54-56.3% | -23.62-125.7% | 1,184.11 | -1,300.55-117.2% |
| Cash from Operating Activities | 3,080.31+27.0% | 3,342.94+34.4% | 3,004.28+148.9% | 3,748.37+56.0% | 2,424.75-26.3% | 2,486.68+47.1% | 1,207.11+135.9% | 2,403.14-42.5% |
| Capital Expenditures | -16.75 | -18.63 | -16.77 | -32.10 | -26.39 | -23.89 | -21.61 | -26.74 |
| Net Assets From Acquisitions | -48.15 | 14.34 | -1,723.40 | -27.62 | -8.82 | -13.92 | -5.58 | -57.55 |
| Sale of Fixed Assets and Businesses | 0.00-100.0% | 0.00 | 0.00 | -0.22 | 18.15 | 0.00 | 0.00 | 0.00 |
| Purchase or Sale of Investments | -2,727.46 | -3,371.21 | -1,495.22 | -3,021.01 | -1,571.25 | -1,998.12 | -1,515.86 | -2,102.80 |
| Purchase of Investments | -15,340.94 | -16,386.40 | -14,825.31 | -12,798.64 | -12,593.75 | -13,363.04 | -12,351.97 | -10,578.46 |
| Sale Or Maturity of Investments | 12,613.47+14.4% | 13,015.19+14.5% | 13,330.10+23.0% | 9,777.62+15.4% | 11,022.50+27.3% | 11,364.92-2.0% | 10,836.11+22.8% | 8,475.66+44.0% |
| Other Uses | -33.36 | -32.04 | -51.03 | -31.51 | -61.32 | -22.95 | -35.54 | -80.42-80520.0% |
| Other Sources | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Cash from Investing Activities | -2,825.73 | -3,407.54 | -3,286.41 | -3,112.47 | -1,649.63 | -2,058.88 | -1,578.58 | -2,267.52 |
| Cash Dividends Paid | -381.32 | -403.21 | -379.09 | -377.23 | -372.21 | -392.10 | -338.72 | -338.45 |
| Preferred Dividends (Cash Flow) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Change in Capital Stock | -166.88 | -34.77 | 10.94 | -262.40 | -289.68 | -286.67 | -358.93 | -150.28-1211.5% |
| Repurchase of Common Pref Stock | -175.77 | -59.95 | 0.00 | -269.33 | -291.95 | -300.52 | -362.41 | -167.10-7872.1% |
| Sale of Common Pref Stock | 8.88+291.2% | 25.18+81.8% | 10.94+214.4% | 6.93-58.8% | 2.27-61.5% | 13.85 | 3.48-57.4% | 16.82+47.9% |
| Proceedsfrom Stock Options | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Issuance or Reduction of Debt, Net | 85.64-88.3% | 582.90+294.4% | 2.92 | 715.15 | 730.02 | 147.81-69.7% | -365.90 | -21.33-139.3% |
| Change in Long Term Debt | 85.64-88.3% | 582.90+294.4% | 2.92 | 715.15 | 730.02 | 147.81-69.7% | -365.90 | -21.33-139.3% |
| Issuance of Long Term Debt | 85.64-88.1% | 575.61+6374.8% | 10.21+62.8% | 715.29 | 717.52 | 8.89-98.4% | 6.27-6.0% | -266.14-1146.1% |
| Reduction of Long Term Debt | 0.00-100.0% | 7.29-94.8% | -7.29 | -0.14-100.1% | 12.50 | 138.91 | -372.17 | 244.81+750.0% |
| Net Financing Active Other Cash Flow | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Financing Activities Uses | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Cash from Financing Activities | -494.10-1537.6% | 117.73 | -393.67 | 45.91 | 34.37 | -565.32 | -1,094.90 | -536.22 |
| Exchange Rate Effect | 18.21-79.6% | 69.09 | 27.70+109.2% | -64.30-127.1% | 89.12 | -180.06-646.6% | 13.24-86.7% | 237.09 |
| Net Change in Cash | -221.31-124.6% | 122.23 | -648.10 | 617.51 | 898.60-16.6% | -317.58-149.9% | -1,453.13 | -163.51-109.9% |
| Free Cash Flow | 3,063.56+27.7% | 3,324.32+35.0% | 2,987.52+152.0% | 3,716.27+56.4% | 2,398.35-26.6% | 2,462.79+47.3% | 1,185.50+147.5% | 2,376.39-43.0% |
| Price to Free Cash Flow ratio | 3.79 | 4.03 | 3.48 | 4.24 | 4.85 | 4.80 | 4.63 | 5.41 |
Revenue breakdown
| Revenue split | - |
|---|
Short interest
shares short against float, oldest to newest| Settlement | Of float | Shares short | Float | Avg volume |
|---|---|---|---|---|
| 2026-10-30 | 0.75% | 4.2M | 555.9M | 697.93K |
| 2026-10-15 | 0.72% | 4.0M | 555.9M | 741.31K |
| 2026-09-30 | 0.78% | 4.3M | 555.9M | 752.66K |
| 2026-09-15 | 0.71% | 3.9M | 555.9M | 778.59K |
| 2026-08-31 | 1.11% | 6.2M | 556.7M | 755.53K |
| 2026-08-14 | 1.28% | 7.1M | 556.7M | 687.93K |
| 2026-07-31 | 0.92% | 5.1M | 556.7M | 669.46K |
| 2026-07-15 | 0.50% | 2.8M | 553.9M | 685.12K |
| 2026-06-30 | 0.56% | 3.1M | 553.9M | 706.84K |
| 2026-06-15 | 0.42% | 2.3M | 552.3M | 705.86K |
| 2026-05-29 | 1.02% | 5.7M | 553.9M | 719.77K |
| 2026-05-15 | 1.12% | 6.2M | 553.7M | 722.81K |
| 2026-04-30 | 0.67% | 3.7M | 553.7M | 750.42K |
| 2026-04-15 | 0.54% | 3.0M | 553.7M | 715.68K |
| 2026-03-31 | 0.42% | 2.3M | 553.7M | 681.05K |
| 2026-03-13 | 0.40% | 2.2M | 553.7M | 619.54K |
| 2026-02-27 | 1.02% | 5.6M | 553.7M | 586.40K |
| 2026-02-13 | 0.83% | 4.6M | 553.7M | 504.98K |
| 2026-01-30 | 0.34% | 1.9M | 557.3M | 449.77K |
| 2026-01-15 | 0.31% | 1.7M | 557.2M | 431.58K |
Option chain
expiry 2026-11-20| Type | Strike | Bid | Ask | Last | IV | Open int | Volume | Delta | Theta | Vega |
|---|---|---|---|---|---|---|---|---|---|---|
| call | 35.00 | 36.00 | 40.00 | 44.75 | 452.9% | 0.00 | 0.00 | 0.989 | -0.041 | 0.003 |
| call | 40.00 | 31.00 | 35.00 | 39.85 | 379.3% | 0.00 | 0.00 | 0.987 | -0.040 | 0.003 |
| call | 45.00 | 27.30 | 29.80 | 0.00 | 312.7% | 0.00 | 0.00 | 0.984 | -0.039 | 0.004 |
| call | 50.00 | 22.30 | 24.90 | 0.00 | 262.4% | 0.00 | 0.00 | 0.981 | -0.038 | 0.005 |
| call | 55.00 | 16.10 | 20.10 | 0.00 | 221.9% | 0.00 | 0.00 | 0.976 | -0.037 | 0.006 |
| call | 60.00 | 11.30 | 15.10 | 0.00 | 175.0% | 0.00 | 0.00 | 0.949 | -0.059 | 0.011 |
| call | 65.00 | 7.30 | 9.90 | 10.60 | 123.2% | 12.00 | 0.00 | 0.897 | -0.078 | 0.019 |
| call | 70.00 | 2.60 | 3.80 | 3.18 | 47.8% | 5.00 | 2.00 | 0.785 | -0.073 | 0.031 |
| call | 75.00 | 0.15 | 0.50 | 0.62 | 29.4% | 16.00 | 0.00 | 0.324 | -0.096 | 0.038 |
| call | 80.00 | 0.00 | 3.70 | 0.05 | 60.1% | 24.00 | 0.00 | 0.156 | -0.098 | 0.025 |
| call | 85.00 | 0.00 | 2.05 | 0.05 | 58.6% | 39.00 | 0.00 | 0.041 | -0.035 | 0.009 |
| call | 90.00 | 0.00 | 0.05 | 1.15 | 61.0% | 2.00 | 0.00 | 0.020 | -0.019 | 0.006 |
| call | 95.00 | 0.00 | 0.05 | 0.11 | 74.7% | 1.00 | 0.00 | 0.017 | -0.020 | 0.005 |
| put | 35.00 | 0.00 | 0.10 | 0.00 | 224.0% | 0.00 | 0.00 | -0.010 | -0.040 | 0.003 |
| put | 40.00 | 0.00 | 0.10 | 0.00 | 187.3% | 0.00 | 0.00 | -0.012 | -0.039 | 0.004 |
| put | 45.00 | 0.00 | 0.10 | 0.00 | 154.7% | 0.00 | 0.00 | -0.015 | -0.037 | 0.004 |
| put | 50.00 | 0.00 | 0.10 | 0.43 | 125.3% | 2.00 | 0.00 | -0.018 | -0.036 | 0.005 |
| put | 55.00 | 0.00 | 0.20 | 0.10 | 111.2% | 2.00 | 0.00 | -0.037 | -0.058 | 0.009 |
| put | 60.00 | 0.00 | 0.20 | 0.40 | 85.2% | 2.00 | 0.00 | -0.050 | -0.060 | 0.011 |
| put | 65.00 | 0.00 | 0.10 | 0.37 | 64.5% | 1,052 | 0.00 | -0.102 | -0.078 | 0.019 |
| put | 70.00 | 0.15 | 0.35 | 0.18 | 31.6% | 164 | 0.00 | -0.219 | -0.074 | 0.032 |
| put | 75.00 | 1.05 | 3.60 | 3.70 | 55.5% | 208 | 0.00 | -0.681 | -0.094 | 0.038 |
| put | 80.00 | 5.00 | 7.80 | 1.45 | 68.8% | 0.00 | 0.00 | -0.882 | -0.068 | 0.021 |
| put | 85.00 | 10.10 | 12.70 | 0.00 | 91.0% | 0.00 | 0.00 | -0.913 | -0.077 | 0.017 |
| put | 90.00 | 15.20 | 17.70 | 0.00 | 113.4% | 0.00 | 0.00 | -0.980 | -0.019 | 0.005 |
| put | 95.00 | 20.20 | 22.70 | 0.00 | 133.6% | 0.00 | 0.00 | -0.983 | -0.020 | 0.004 |
Latest SEC filings
30| Filed | Form | Description | Period | Link |
|---|---|---|---|---|
| 2026-11-06 | SCHEDULE 13G/A | SEC | ||
| 2026-11-05 | 6-K | Current report of foreign issuer pursuant to Rules 13a-16 and 15d-16 | 2026-11-04 | SEC |
| 2026-11-05 | 6-K | Current report of foreign issuer pursuant to Rules 13a-16 and 15d-16 | 2026-09-30 | SEC |
| 2026-11-05 | 6-K | Current report of foreign issuer pursuant to Rules 13a-16 and 15d-16 | 2026-09-30 | SEC |
| 2026-10-08 | 6-K | Current report of foreign issuer pursuant to Rules 13a-16 and 15d-16 | 2026-10-08 | SEC |
| 2026-10-06 | SCHEDULE 13G/A | SEC | ||
| 2026-09-30 | 6-K | Current report of foreign issuer pursuant to Rules 13a-16 and 15d-16 | 2026-09-29 | SEC |
| 2026-09-22 | 6-K | Current report of foreign issuer pursuant to Rules 13a-16 and 15d-16 | 2026-09-21 | SEC |
| 2026-09-22 | 6-K | Current report of foreign issuer pursuant to Rules 13a-16 and 15d-16 | 2026-09-21 | SEC |
| 2026-09-01 | 6-K | Current report of foreign issuer pursuant to Rules 13a-16 and 15d-16 | 2026-08-31 | SEC |
| 2026-08-26 | N-PX | Annual Report of Proxy Voting Record of Registered Management Investment Companies filed on Form N-PX | 2026-06-30 | SEC |
| 2026-08-25 | 6-K | Current report of foreign issuer pursuant to Rules 13a-16 and 15d-16 | 2026-08-25 | SEC |
| 2026-08-17 | 6-K | Current report of foreign issuer pursuant to Rules 13a-16 and 15d-16 | 2026-08-14 | SEC |
| 2026-08-12 | 13F-HR | Further understand that each of 13F-HR, 13F-NT, and amendments thereto are mandatory electronic filings (hardship exemption exists to submit in paper; never used to the knowledge of IM staff); | 2026-06-30 | SEC |
| 2026-08-07 | 6-K | Current report of foreign issuer pursuant to Rules 13a-16 and 15d-16 | 2026-08-06 | SEC |
| 2026-08-07 | 6-K | Current report of foreign issuer pursuant to Rules 13a-16 and 15d-16 | 2026-08-06 | SEC |
| 2026-08-07 | 6-K | Current report of foreign issuer pursuant to Rules 13a-16 and 15d-16 | 2026-06-30 | SEC |
| 2026-08-07 | 6-K | Current report of foreign issuer pursuant to Rules 13a-16 and 15d-16 | 2026-06-30 | SEC |
| 2026-07-31 | 6-K | Current report of foreign issuer pursuant to Rules 13a-16 and 15d-16 | 2026-07-31 | SEC |
| 2026-07-06 | 6-K | Current report of foreign issuer pursuant to Rules 13a-16 and 15d-16 | 2026-07-06 | SEC |
| 2026-07-06 | F-X | For appointment of agent for service of process by issuers registering securities (if filed on Form F-8, F-9, F-10 or F-80, or registering securities or filing periodic reports on Form 40-F, or by any person filing certain tender offer documents, or by an | SEC | |
| 2026-07-06 | F-10 | Registration statement for securities of certain Canadian issuers under the Securities Act of 1933 | SEC | |
| 2026-07-02 | 6-K | Current report of foreign issuer pursuant to Rules 13a-16 and 15d-16 | 2026-07-02 | SEC |
| 2026-06-30 | 6-K | Current report of foreign issuer pursuant to Rules 13a-16 and 15d-16 | 2026-06-29 | SEC |
| 2026-06-17 | 6-K | Current report of foreign issuer pursuant to Rules 13a-16 and 15d-16 | 2026-06-16 | SEC |
| 2026-05-27 | 6-K | Current report of foreign issuer pursuant to Rules 13a-16 and 15d-16 | 2026-05-26 | SEC |
| 2026-05-14 | 13F-HR | Further understand that each of 13F-HR, 13F-NT, and amendments thereto are mandatory electronic filings (hardship exemption exists to submit in paper; never used to the knowledge of IM staff); | 2026-03-31 | SEC |
| 2026-05-08 | 6-K | Current report of foreign issuer pursuant to Rules 13a-16 and 15d-16 | 2026-05-07 | SEC |
| 2026-05-07 | 6-K | Current report of foreign issuer pursuant to Rules 13a-16 and 15d-16 | 2026-05-06 | SEC |
| 2026-05-07 | 6-K | Current report of foreign issuer pursuant to Rules 13a-16 and 15d-16 | 2026-05-06 | SEC |
Insider activity by month
| Month | Bought | Buys | Sold | Sells |
|---|---|---|---|---|
| 2026-11 | 0 | 0 | 0 | 0 |
| 2026-10 | 0 | 0 | 0 | 0 |
| 2026-09 | 0 | 0 | 0 | 0 |
| 2026-08 | 0 | 0 | 0 | 0 |
| 2026-07 | 0 | 0 | 0 | 0 |
| 2026-06 | 0 | 0 | 0 | 0 |
| 2026-05 | 0 | 0 | 0 | 0 |
| 2026-04 | 0 | 0 | 0 | 0 |
| 2026-03 | 0 | 0 | 0 | 0 |
| 2026-02 | 0 | 0 | 0 | 0 |
| 2026-01 | 0 | 0 | 0 | 0 |
| 2025-12 | 0 | 0 | 0 | 0 |
| 2025-11 | 0 | 0 | 0 | 0 |
Institutional holders
| Manager | % owned |
|---|---|
| ROYAL BANK OF CANADA | 7.50% |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.90% |
| BANK OF MONTREAL /CAN/ | 2.35% |
| TD ASSET MANAGEMENT INC | 1.82% |
| FMR LLC | 1.38% |
| GEODE CAPITAL MANAGEMENT, LLC | 1.28% |
| BANK OF NOVA SCOTIA | 1.25% |
| CIBC WORLD MARKET INC. | 1.25% |
| NORGES BANK | 1.15% |
| 1832 Asset Management L.P. | 1.10% |
Funds
| Fund | % owned |
|---|---|
| VANGUARD TOTAL INTERNATIONAL BOND II INDEX FUND | 4.31% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | 1.47% |
| VANGUARD DEVELOPED MARKETS INDEX FUND | 0.98% |
| VANGUARD TOTAL INTERNATIONAL BOND INDEX FUND | 0.41% |
| JPMorgan BetaBuilders Canada ETF | 0.36% |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 0.24% |
| Schwab International Equity ETF | 0.23% |
| VANGUARD INTERNATIONAL CORE STOCK FUND | 0.22% |
| iShares MSCI Canada ETF | 0.21% |
| iShares MSCI Intl Quality Factor ETF | 0.16% |
OakChart. SLF. Cached 15 minutes. Terms
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