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BTO

HOLD

John Hancock Financial Opportunities Fund · Financial Services · United States · $802M · Avg Vol: $2M/d

49
StockRank
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Q
43
V
36
M
64
P/E (TTM)
11.5x
ROE
9.9%
D/E
0.2x
Dividend %
6.5%
Dir. Trades · 180d
None →
Buybacks · 180d
None →

COMPANY DESCRIPTION

The John Hancock Financial Opportunities Fund is a closed-end investment fund that seeks capital appreciation and income by investing primarily in a diversified portfolio of financial services companies. Its competitive edge lies in the expertise of its manager in identifying value within the regional and national banking sectors.

Loading 1Y...
PRICE (1Y)+7.2%
36.9937.9238.8539.7840.71Jun 12Jul 7Jul 27
SMA 50SMA 200
Close
$40.61
RSI (14)
65.1
52W High
$41.00
From 52W High
1.0%

SCORE BREAKDOWN

Quality
43
ROIC (ROA)
1.2%*43.3
ROE
9.9%51.8
GP/Assets
3.1%34.8
Op. Margin
59.5%79.3
FCF/Assets
0.4%27.7
Piotroski
231.6
Int. Cover
—N/A
D/E Ratio
0.18x64.5
Current Ratio
0.08x5.6
Value
36
P/E (TTM)
11.5x62.6
EV/EBITDA
—N/A
P/FCF
248.8x1.6
P/B
1.1x51.3
P/S
11.2x16.0
Div Yield
6.5%75.1
Momentum
64
52W High %
99%90.2
RS 6M
6%68.2
SMA 50/200
1.07x66.6
EPS Rev 4W
—N/A
EPS Rev 12W
—N/A
EPS Improve
—N/A
Q Growth
-56%5.8

FUNDAMENTALS

Market Cap
$802M
P/E (Forward)
337.1x
Gross Margin
100.0%

SECTOR PEERS

Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of BTO are excluded.

TickerCompanyMkt CapStockRankSignal
BTOJohn Hancock Financial Opportunities Fund(you)$802M49HOLD
STKColumbia Seligman Premium Technology Growth Fund$837M50HOLD
NRKNuveen New York AMT-Free Quality Municipal Income Fund$900M50HOLD
RMTRoyce Micro-Cap Trust, Inc.$736M48HOLD
PFLTPennantPark Floating Rate Capital Ltd.$681M48HOLD
ASGIAbrdn Global Infrastructure Income Fund$776M53HOLD
CHICalamos Convertible Opportunities and Income Fund$1.0B49HOLD
GGNGAMCO Global Gold, Natural Resources & Income Trust$767M45HOLD
CHYCalamos Convertible and High Income Fund$1.0B49HOLD
AIOVirtus Artificial Intelligence & Technology Opportunities Fund$882M53HOLD

Peer medians: ROE 9.4% · P/E 13.9x · Gross margin 100.0%

John Hancock Financial Opportunities Fund (BTO) — Stock Score Summary

John Hancock Financial Opportunities Fund (BTO) has a MoatMap StockRank of 49/100 based on Quality (43/100), Value (36/100), and Momentum (64/100) factor scores. The current signal is HOLD.

The John Hancock Financial Opportunities Fund is a closed-end investment fund that seeks capital appreciation and income by investing primarily in a diversified portfolio of financial services companies. Its competitive edge lies in the expertise of its manager in identifying value within the regional and national banking sectors.

Key Financial Metrics

Price$40.61
Market Cap$802M
P/E (TTM)11.46
P/E (Forward)337.08
Price/Book1.12
Return on Equity9.9%
Debt/Equity0.18x
Gross Margin100.0%
Operating Margin59.5%
Revenue Growth-1.6%
Dividend Yield6.5%
Free Cash Flow$3M

John Hancock Financial Opportunities Fund operates in the Asset Management industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is John Hancock Financial Opportunities Fund’s (BTO) StockRank?
MoatMap’s StockRank for John Hancock Financial Opportunities Fund (BTO) is 49/100, with a Hold signal. It is a composite of Quality (43), Value (36), and Momentum (64) factor ranks across MoatMap’s 20,000+ stock universe.
Does John Hancock Financial Opportunities Fund have an economic moat?
John Hancock Financial Opportunities Fund (BTO) has a Quality factor score of 43/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is John Hancock Financial Opportunities Fund a buy, hold, or sell?
MoatMap’s current signal for John Hancock Financial Opportunities Fund (BTO) is Hold, based on a StockRank of 49/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is John Hancock Financial Opportunities Fund in?
John Hancock Financial Opportunities Fund (BTO) operates in the Financial Services sector, specifically the Asset Management industry (United States).
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