John Hancock Financial Opportunities Fund (BTO) Stock Price, News & Analysis

Company Overview

John Hancock Financial Opportunities Fund (NYSE: BTO) is a closed-end management investment company sponsored by John Hancock Investment Management, a division of Manulife Investment Management. Since its inception in August 2004, the fund has sought to deliver total return through a combination of current income and capital appreciation. As a publicly traded fund, it offers investors access to a diversified portfolio of financial services companies that might otherwise require direct equity investments or specialized mandates.

The fund primarily invests in common stocks, preferred stocks and convertible securities issued by companies in the banking, insurance, brokerage and specialty finance sectors. Emphasizing dividend-paying issuers, the portfolio typically includes a mix of large-cap and mid-cap firms with established track records of earnings and cash flow generation. The fund’s strategy allows for a tactical allocation between U.S. and international financial companies depending on relative valuation and market outlook.

Employing a value-oriented approach, the portfolio managers conduct fundamental analysis to identify securities trading at discounts to intrinsic value. They may also use currency-hedging techniques and selective derivatives to manage risk and enhance yield. While the fund seeks a high level of current income, it also targets long-term capital growth by selectively participating in the upside potential of financial stocks.

Managed by John Hancock Investment Management LLC, the fund benefits from the broader research resources and market expertise of Manulife’s global investment platform. Shares of John Hancock Financial Opportunities Fund trade on the New York Stock Exchange, providing individual and institutional investors with a liquid vehicle to gain targeted exposure to the financial services sector within a closed-end fund structure.

Key Stats

• Today's Range: $37.35 to $38.00
• 50-Day Range: $34.11 to $37.82
• 52-Week Range: $27.73 to $39.87
• Volume: 28,203 shs
• Average Volume: 34,811 shs
• Market Capitalization: $742.79 million
• P/E Ratio: N/A
• Dividend Yield: 8.64%
• Price Target: N/A
• Consensus Rating: N/A

BTO Stock Analysis - Frequently Asked Questions

How have BTO shares performed this year?

John Hancock Financial Opportunities Fund's stock was trading at $35.69 at the beginning of the year. Since then, BTO shares have increased by 5.4% and is now trading at $37.6250.

Who are John Hancock Financial Opportunities Fund's major shareholders?

John Hancock Financial Opportunities Fund's top institutional shareholders include Raymond James Financial Inc. (2.83%), Janney Montgomery Scott LLC (1.05%), Cornerstone Advisors LLC (0.49%) and North Star Asset Management Inc. (0.37%). Insiders that own company stock include Dean Garfield and Thomas Rowe Wright.
View institutional ownership trends.

How do I buy shares of John Hancock Financial Opportunities Fund?

Shares of BTO stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.

What other stocks do shareholders of John Hancock Financial Opportunities Fund own?

Based on aggregate information from My MarketBeat watchlists, some other companies that John Hancock Financial Opportunities Fund investors own include Medtronic (MDT), Energy Transfer (ET), Enterprise Products Partners (EPD), Nextera Energy Partners (NEP), AGNC Investment (AGNC), Rithm Capital (RITM) and AT&T (T).

Company Calendar

• Record date for 6/30 Dividend: 6/12/2025
• Ex-Dividend for 6/30 Dividend: 6/12/2025
• Dividend Payable: 6/30/2025
• Today: 9/06/2025
• Record date for 9/30 Dividend: 9/12/2025
• Ex-Dividend for 9/30 Dividend: 9/12/2025
• Dividend Payable: 9/30/2025
• Fiscal Year End: 10/31/2025

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Finance
• Industry: FIN - INVEST FUND
• Sub-Industry: Financial Services
• Current Symbol: NYSE:BTO
• CIK: 925683
• Web: www.jhfunds.com
• Phone: (617) 663-4497
• Fax: N/A
• Employees: 2,719
• Year Founded: N/A

Profitability

• EPS (Trailing Twelve Months): N/A
• Trailing P/E Ratio: N/A
• Forward P/E Ratio: N/A
• P/E Growth: N/A
• Net Income: N/A
• Net Margins: N/A
• Pretax Margin: N/A
• Return on Equity: N/A
• Return on Assets: N/A

Debt

• Debt-to-Equity Ratio: N/A
• Current Ratio: N/A
• Quick Ratio: N/A

Sales & Book Value

• Annual Sales: $158.32 million
• Price / Sales: 4.69
• Cash Flow: N/A
• Price / Cash Flow: N/A
• Book Value: N/A
• Price / Book: N/A

Miscellaneous

• Outstanding Shares: 19,742,000
• Free Float: N/A
• Market Cap: $742.79 million
• Optionable: Not Optionable
• Beta: 1.20