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John Hancock Financial Opportunities Fund

BTOFinancial ServicesNASDAQ

Asset Management

PriceMA150MA200
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Indicator snapshot
MA150+3.83%
$35.25

Price above medium-term moving average.

MA200+4.36%
$35.07

Above long-term trend line.

RSI-14neutral
50.7

Balanced. Not overbought, not oversold.

MACDnegative
-0.0026

Histogram negative — downward momentum.

Financials · Annual
Revenue
$71.3M
-49.9% YoY
Net Income
$70.0M
-50.3% YoY
Free Cash Flow
$3.2M

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Daily timeframe
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About John Hancock Financial Opportunities Fund

Part of the financial services sector, John Hancock Financial Opportunities Fund (BTO) is listed under Asset Management. The company carries a $725.3M market cap, placing it firmly in the small-cap category. It is co-managed by John Hancock Asset Management.

Key stats
Market Cap$725.3M
P/E (TTM)10.37
Fwd P/E305.00
EPS$3.53
Beta0.98
52W Change+7.2%
Dividend Yield7.10%
ROE9.9%
Analysis

John Hancock Financial Opportunities Fund carries $130.0M in total debt, a figure that investors should evaluate relative to the company's earnings power. Annual free cash flow of $3.2M supports ongoing capital allocation decisions and provides a cushion against unexpected expenses or downturns. Return on equity stands at 9.9%, which is decent for the sector. ROE measures how effectively a company uses shareholder capital to generate profits. ROA of 1.2% is on the lower side, which is common in asset-heavy industries. Revenue has been uneven over recent years, ranging from $255.4M to $71.3M.

Investors considering John Hancock Financial Opportunities Fund should weigh the typical risks associated with BTO's sector, size, and financial profile against their own risk tolerance and investment objectives. It is important to consider these factors alongside broader market conditions and individual financial goals when reviewing BTO.

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