John Hancock Financial Opportunities Fund
BTOFinancial ServicesNASDAQAsset Management · Last scanned Oct 26, 2026
Scan Results
Daily timeframeJohn Hancock Financial Opportunities Fund is a closed-ended equity mutual fund launched and managed by John Hancock Investment Management LLC. The company carries a $740.2M market cap, placing it firmly in the small-cap category. It is co-managed by John Hancock Asset Management.
Market Cap
$740.2M
Beta
0.95
P/E (TTM)
4.02
P/E (Fwd)
311.00
EPS (TTM)
$9.29
EPS (Fwd)
$0.12
ROE
25.0%
ROA
1.1%
Cash
$50,986
Total Debt
$130.0M
Free CF
$11.7M
52W Change
8.4%
Annual Financials
Cash vs Debt
Where BTO stands vs its 150-day and 200-day moving averages
As of the October 14, 2026 close, BTO finished 2.08% below its 150-day moving average ($36.96) and 0.77% below its 200-day moving average ($36.47). This snapshot is end-of-day data shown with a five-trading-day delay on the free plan; Premium members see readings from the latest close.
Is BTO overbought or oversold?
At the October 14, 2026 close, BTO's RSI(14) was 41.6, in neutral territory (between 30 and 70). The MACD histogram was positive, so short-term momentum leaned bullish at that close. These readings are historical, refresh daily after market close, and are not investment advice.
John Hancock Financial Opportunities Fund carries $130.0M in total debt against $51K in cash reserves — debt is roughly 2549.7x the cash position. Managing this leverage effectively will be important for long-term financial stability. Annual free cash flow of $11.7M supports ongoing capital allocation decisions and provides a cushion against unexpected expenses or downturns. ROE of 25.0% points to strong capital efficiency, indicating how much profit the company produces per dollar of shareholder equity. ROA of 1.1% 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.
The debt-to-cash ratio suggests meaningful leverage on the balance sheet, a factor worth monitoring if credit conditions tighten. Understanding these risk dimensions helps frame what to watch going forward as conditions evolve for John Hancock Financial Opportunities Fund and its sector.